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MARKETS / NYSE / Financials / Brokerage and capital markets / BAM
NYSE · INVESTMENT ADVICE · LARGE CAP

Brookfield Asset Management Ltd. BAM

3 fiscal years on record · USD · FY2025 reported · SEC filings only
$4.8B
▲ 21.0% YoY
$2.4B
▲ 13.8% YoY

Slide the table for earlier years · "·" marks a figure not available in our data for that year.

In brief

What this company does

The company offers alternative investment products to institutional clients around the world, including public and private pension plans, endowments and foundations, sovereign wealth funds, financial institutions, insurance companies and private wealth investors. It serves over 2,400 institutional clients and, more broadly, approximately 60,000 clients representing over 8% of capital raised. It is headquartered in New York, New York, and holds over $1 trillion in assets under management across infrastructure, renewable power and transition, private equity, real estate, and credit. It has a team of over 5,800 investment and asset management professionals and employees, including over 300 client service professionals across 32 global offices. Its investment products are organized across five principal strategies: infrastructure, renewable power and transition, private equity, real estate, and credit. BAM was incorporated on July 4, 2022, and was formed by BN to facilitate the 2022 Arrangement.

Written from the business description in Brookfield Asset Management Ltd.'s annual report to the U.S. Securities and Exchange Commission, filed 2 March 2026. Every sentence was checked against that document before publication.

Growth

USD 4.8B
Revenue, FY2025 · full 3-year series below
Revenue $B Net income $B
FY2025 · Revenue 4.8 · Net income 2.4
2B4B
202320242025
Compound annual growth
3 yrs
5 yrs
10 yrs
15 yrs

Compound annual rates per period — left blank where that exact year isn't on file, the series crosses a loss, or (per-share rows) a split falls inside the window.

Profitability

50 cents
of every revenue dollar became profit
Operating margin Net margin
FY2025 · Operating 60.7% · Net 49.8%
20%40%60%
202320242025
ROE
FY2025 · ROE 73.9%
50%100%
202320242025
Three returns, three denominators.
Return on capital employedNot available: we don't have total assets or current liabilities for this period.
Gross margin·
Operating margin60.7%
Net margin49.8%
EBITDAUSD 3.0B

Each USD of equity produced 74 cents of profit this year.

Cash & shareholders

USD 2.8B
returned in FY2025 · dividends + net buybacks
Net buybacks $B Dividends $B
FY2025 · Dividends 2.8 · Net buybacks ·
1B2BDividendsNet buybacks
202320242025
Dividends paidUSD 2.8B
Net buybacks·
Share of profit117.5%
Consecutive raises1 year

USD 2.8B in dividends — 118% of the year's profit, so the payout drew on cash built up earlier.

Total assetsUSD 17.0B
CashUSD 1.6B

Not available: we don't have the total debt figure for this period.

The 3-year record

3 fiscal years
Every figure from documents filed with the SEC · USD
row low → row highnegative—not applicable◌not available in our data
BAM, 3-year financial record
Metric 202520242023
Revenue $B4.84.04.1
Operating income $B2.92.52.6
EBITDA $B3.02.62.6
Income tax $B0.50.40.4
Net income $B2.42.12.1
EPS, diluted $◌◌1.13
Dividend / sh $◌1.521.28
Payout %11811898
ROE %73.979.2102.9

Slide the table for earlier years. "—" not applicable · "◌" not available in our data.

More in this sector

Other companies filing in the same sector

UNH · BRK-A · BRK-B · CI · ELV · CNC
Provenance

Company facts, as filed

How we verify · 0 failures in 7 reconciliationsAUDITED

Reconciled in 3 of the 3 fiscal years we could check. 16 checks were skipped: the balance sheet is not tagged before 2023. 16 checks were skipped: EPS is not tagged before 2023.

EPS recomputationBalance-sheet identityGross profitBalance-sheet liquidityCurrency consistency0 failures
ActivityInvestment Advice
Listed onNYSE
Incorporated inoutside the United States — SEC code A1
Fiscal year endsDecember 31
Data on record since2023

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