BAM

Brookfield Asset Management Ltd.

NYSE · Investment Advice · Inc. A1 · CIK 0001937926
$45.97 -0.45% $75.3B
High Impact Filing (7/10)
Vol
Market Cap$75.3B
Cap SizeLarge Cap
Analyst ConsensusBuy (59%)
Inst. Holders8 funds
Inst. Value$2.5B
Inst. Activity2 buys / 0 sells
Reddit Sentiment67° Warm
SEC Reports10
Press Releases4
Exchange NYSE·Sector Investment Advice·Inc. A1·CIK 0001937926·Prev Close $46.18

Price Targets

$56.86 +20.6% upside Strong Buy
Current $47.15 Low $44.00 Median $56.50 High $69.00 18 analysts
$44.00 $69.00

Analyst Ratings

Hold59% buy · 22 analysts
1Strong Buy
12Buy
8Hold
0Sell
1Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 18, 2026 Piper Sandler MAINTAIN Neutral → Neutral
May 11, 2026 RBC Capital MAINTAIN Outperform → Outperform
May 11, 2026 Scotiabank MAINTAIN Sector Outperform → Sector Outperform
May 6, 2026 JP Morgan MAINTAIN Neutral → Neutral
Apr 21, 2026 Morgan Stanley MAINTAIN Equal-Weight → Equal-Weight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.44 ▼ -2.0% $0.42 — $0.45 15% YoY 15
Next Q $0.47 ▼ -2.2% $0.45 — $0.49 14% YoY 14
Current FY $1.84 ▼ -0.5% $1.79 — $1.89 11% YoY 17
Next FY $2.18 ▼ -0.8% $2.05 — $2.32 19% YoY 17

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$928.4M
FMR LLC$857.9M
NORGES BANK$263.4MNEW
MORGAN STANLEY$206.7MDOUBLED
BANK OF AMERICA CORP$162.8M

Reddit Sentiment

67°
Warm
Bearish Neutral Bullish
2 mentions 2 bullish 0 bearish
8 institutional holders with $2.5B total value (46,995,847 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, NORGES. Net buying activity: 2 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC17,723,182$928.4M37.7%
2FMR LLC16,375,325$857.9M34.8%
3NORGES BANK5,028,864$263.4M10.7%NEW
4MORGAN STANLEY3,944,483$206.7M8.4%DOUBLED +112.8%
5BANK OF AMERICA CORP /DE/3,106,751$162.8M6.6%
6WELLS FARGO & COMPANY/MN502,117$26.3M1.1%TRIM -26.1%
7RENAISSANCE TECHNOLOGIES LLC287,525$15.1M0.6%NEW
8CHARLES SCHWAB INVESTMENT MANAGEMENT INC27,600$1.4M0.1%NEW

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW5,028,864$263.4M2025-Q4
RENAISSANCE TECHNOLOGIES LLCNEW287,525$15.1M2025-Q4
MORGAN STANLEYDOUBLED1,675,3763,564,907+112.8%$203.0M2025-Q3
WELLS FARGO & COMPANY/MNTRIM691,665511,452-26.1%$29.1M2025-Q3
NORGES BANKEXIT5,323,8290-100.0%$0.002025-Q3
RENAISSANCE TECHNOLOGIES LLCEXIT284,0000-100.0%$0.002025-Q3
NORGES BANKNEW5,323,829$294.7M2025-Q2
UBS Group AGADD557,691799,173+43.3%$44.2M2025-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW23,576$1.3M2025-Q2
MORGAN STANLEYADD1,357,6731,814,465+33.6%$87.9M2025-Q1
CITADEL ADVISORS LLCDOUBLED261,048803,761+207.9%$38.9M2025-Q1
UBS Group AGADD349,504557,691+59.6%$27.0M2025-Q1
NORGES BANKEXIT5,304,7270-100.0%$0.002025-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INCEXIT842,1410-100.0%$0.002025-Q1
NORGES BANKTRIM7,265,5585,304,727-27.0%$287.4M2024-Q4
MORGAN STANLEYTRIM2,003,3391,357,673-32.2%$73.6M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW834,929$39.5M2024-Q3

No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.

Current analyst consensus: Hold (59% buy). Based on 22 analysts: 1 strong buy, 12 buy, 8 hold, 0 sell, 1 strong sell.

Analyst Price Targets

$56.86 mean target +20.6% upside Strong Buy (2.28)
$44.00 Low $69.00 High
MetricValue
Current Price$47.15
Target Low$44.00
Target Mean$56.86
Target Median$56.50
Target High$69.00
# Analysts18
RecommendationStrong Buy (2.28)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.44 $0.42 $0.45 15.1% -2.0% 2↑ 8↓ $1.5B 35.0% 15
Next Q
2026-09-30
$0.47 $0.45 $0.49 14.4% -2.2% 2↑ 6↓ $1.5B 23.4% 14
Current FY
2026-12-31
$1.84 $1.79 $1.89 11.4% -0.5% 4↑ 6↓ $6.0B 25.0% 17
Next FY
2027-12-31
$2.18 $2.05 $2.32 18.7% -0.8% 7↑ 3↓ $7.0B 16.3% 17

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.437
7d ago$0.437+0.001
30d ago$0.446-0.009
60d ago$0.453-0.016
90d ago$0.454-0.016
7 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 18, 2026 Piper Sandler MAINTAIN Neutral Neutral
May 11, 2026 RBC Capital MAINTAIN Outperform Outperform
May 11, 2026 Scotiabank MAINTAIN Sector Outperform Sector Outperform
May 6, 2026 JP Morgan MAINTAIN Neutral Neutral
Apr 21, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Apr 7, 2026 Goldman Sachs MAINTAIN Buy Buy
Apr 7, 2026 Piper Sandler MAINTAIN Neutral Neutral
Mar 25, 2026 Scotiabank MAINTAIN Sector Outperform Sector Outperform
Feb 5, 2026 Scotiabank MAINTAIN Sector Outperform Sector Outperform
Feb 5, 2026 JP Morgan MAINTAIN Neutral Neutral
Jan 13, 2026 UBS MAINTAIN Neutral Neutral
Jan 6, 2026 Goldman Sachs MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202611280159%
May 1, 202611280159%
Apr 1, 202611280159%
Mar 1, 202611280159%
Feb 1, 202611190155%
Jan 1, 202611190155%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

67°
Warm
Bearish Neutral Bullish
2 mentions 2 bullish 0 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 22, 2026160° Warm101
May 21, 2026160° Warm101
Jun 9, 2026
contract
Mitsubishi HC Capital and Brookfield Partner to Launch Renewable Energy Company
<p align="justify">TOKYO and NEW YORK, June 09, 2026 (GLOBE NEWSWIRE) -- Mitsubishi HC Capital Inc. (“Mitsubishi HC Capital”) and Brookfield Asset M
Jun 4, 2026
short_volume
Short Volume: BAM — 55.7% short (0.5M / 0.8M)
Short: 465,257 | Exempt: 2,200 | TRF Vol: 835,480 | Short Ratio: 55.7% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: BAM — 70.3% short (0.6M / 0.9M)
Short: 644,372 | Exempt: 2,606 | TRF Vol: 916,481 | Short Ratio: 70.3% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: BAM — 67.6% short (0.6M / 0.9M)
Short: 620,008 | Exempt: 2,408 | TRF Vol: 917,751 | Short Ratio: 67.6% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: BAM — 56.5% short (0.4M / 0.7M)
Short: 402,757 | Exempt: 112 | TRF Vol: 712,886 | Short Ratio: 56.5% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: BAM — 76.7% short (0.5M / 0.6M)
Short: 458,127 | Exempt: 0 | TRF Vol: 597,116 | Short Ratio: 76.7% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: BAM — 73.7% short (0.5M / 0.6M)
Short: 459,490 | Exempt: 101 | TRF Vol: 623,754 | Short Ratio: 73.7% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: BAM — 87.3% short (0.9M / 1.1M)
Short: 931,170 | Exempt: 475 | TRF Vol: 1,066,205 | Short Ratio: 87.3% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: BAM — 74.8% short (0.4M / 0.5M)
Short: 385,573 | Exempt: 639 | TRF Vol: 515,323 | Short Ratio: 74.8% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: BAM — 75.1% short (0.5M / 0.6M)
Short: 487,274 | Exempt: 626 | TRF Vol: 649,212 | Short Ratio: 75.1% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: BAM — 90.2% short (0.7M / 0.7M)
Short: 658,683 | Exempt: 0 | TRF Vol: 730,355 | Short Ratio: 90.2% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: BAM — 80.2% short (0.8M / 1.0M)
Short: 815,053 | Exempt: 525 | TRF Vol: 1,016,513 | Short Ratio: 80.2% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: BAM — 2.3M shares, 43,229 trades
Week starting 2026-05-18. Total ATS volume: 2,269,642 shares across 43,229 trades.
May 15, 2026
short_volume
Short Volume: BAM — 87.5% short (0.7M / 0.8M)
Short: 687,900 | Exempt: 96 | TRF Vol: 786,279 | Short Ratio: 87.5% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: BAM — 79.9% short (0.7M / 0.8M)
Short: 672,428 | Exempt: 0 | TRF Vol: 841,279 | Short Ratio: 79.9% | Off-exchange volume (dark pool + OTC)