BROOKFIELD ASSET MANAGEMENT INC

BROOKFIELD ASSET MANAGEMENT INC Earnings Recaps

BAM Financials 3 recaps
Next earnings: November 6, 2026 (estimated) · full calendar
Q2 2026 Aug 7, 2026

The modest 2.4% stock rise suggests investors viewed Brookfield Asset Management’s Q2 results as broadly in line with expectations, reflecting solid fundraising and earnings growth but no clear upside surprise or signs of margin expansion to drive a stronger rally.

Key takeaways
  • Fee-related earnings rose 20% year-over-year to $808 million, underpinning steady growth across the platform.
  • Distributable earnings increased 15% to $707 million, demonstrating consistent cash generation.
  • Fee-bearing capital grew 19% over twelve months, reaching $672 billion, highlighting asset base expansion.
  • Record quarterly fundraising totaled $77 billion, led by the $40 billion Just Group mandate, boosting insurance-related fee revenue without insurance liabilities.
  • Brookfield emphasized leading positions in real assets, credit (post-Oaktree acquisition), and AI infrastructure, supported by expanded partnerships, yet the market response suggests no meaningful acceleration in margins or guidance.
Q1 2026 May 11, 2026

Brookfield Asset Management’s shares were little changed post-earnings, reflecting a largely in-line report with steady fundraising and fee-related earnings growth but lacking a clear upside catalyst to drive a stronger move.

Key takeaways
  • Fee-related earnings rose 11% year-over-year to $772 million for the quarter.
  • Distributable earnings came in at $702 million.
  • Capital raised totaled $21 billion in the quarter, contributing to a 12% increase in fee-bearing capital over the past twelve months, reaching $614 billion.
  • Year-to-date fundraising stands at $67 billion, approaching the full-year 2025 total of $112 billion.
  • Strategic progress continues with the Just Group acquisition completed and the Oaktree acquisition expected to close in Q2, which should expand credit capabilities going forward.
Q3 2025 Nov 9, 2025

Brookfield Asset Management delivered strong third-quarter results with record fundraising and deployment, driving a 17% increase in fee-related earnings year-over-year.

Key takeaways
  • Fee-related earnings reached $754 million, marking a 17% year-over-year growth.
  • Distributable earnings grew 7% to $661 million, highlighting operational efficiency.
  • Record fundraising of $30 billion in Q3, contributing to over $100 billion in the past year.
  • Strategic acquisition of the remaining 26% in Oaktree Capital enhances Brookfield's credit capabilities.
  • Strong market conditions bolster deployment activity, with global M&A volumes up nearly 25%.