{ "ok": true, "cik": "1937926", "ticker": "BAM", "name": "BROOKFIELD ASSET MANAGEMENT LTD.", "filings": [ { "form": "10-Q", "filed": "2026-11-09", "items": [], "url": "https://www.sec.gov/Archives/edgar/data/1937926/000162828026071827/0001628280-26-071827-index.htm" }, { "form": "8-K", "filed": "2026-11-06", "items": [ "8.01 Other Events", "9.01 Financial Statements and Exhibits" ], "url": "https://www.sec.gov/Archives/edgar/data/1937926/000117184326007210/0001171843-26-007210-index.htm" }, { "form": "8-K", "filed": "2026-10-13", "items": [ "8.01 Other Events", "9.01 Financial Statements and Exhibits" ], "url": "https://www.sec.gov/Archives/edgar/data/1937926/000117184326006587/0001171843-26-006587-index.htm" }, { "form": "8-K", "filed": "2026-10-01", "items": [ "8.01 Other Events", "9.01 Financial Statements and Exhibits" ], "url": "https://www.sec.gov/Archives/edgar/data/1937926/000117184326006323/0001171843-26-006323-index.htm" }, { "form": "8-K", "filed": "2026-10-01", "items": [ "8.01 Other Events", "9.01 Financial Statements and Exhibits" ], "url": "https://www.sec.gov/Archives/edgar/data/1937926/000117184326006315/0001171843-26-006315-index.htm" }, { "form": "8-K", "filed": "2026-09-28", "items": [ "7.01 Regulation FD Disclosure", "9.01 Financial Statements and Exhibits" ], "url": "https://www.sec.gov/Archives/edgar/data/1937926/000110465926111209/0001104659-26-111209-index.htm" } ], "events12m": 39, "healthWatch": { "window": "last 12 months", "since": "2025-11-11", "signals": [ { "code": "5.02", "label": "Director or officer change", "count": 1, "latest": { "filed": "2026-02-04", "url": "https://www.sec.gov/Archives/edgar/data/1937926/000110465926010078/0001104659-26-010078-index.htm" } } ], "note": "Events the company itself filed with the SEC, most serious first. Shown beside the figures; they do not change the range or its receipt." }, "sources": { "facts": "https://data.sec.gov/api/xbrl/companyfacts/CIK0001937926.json", "filings": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1937926" }, "license": "Figures as filed with the SEC. Card text CC BY 4.0, POPS4.", "notAdvice": "Reporting, not investment advice. No price targets and no trading recommendations.", "page": "https://www.pops4.com/boards/company/BAM", "cite": "POPS4, Edgar & Edgarette: BROOKFIELD ASSET MANAGEMENT LTD. (BAM) company card, from the company's own SEC filings, accessed 2026-11-11, https://www.pops4.com/boards/company/BAM. CC BY 4.0. For a figure, add the filing URL under filings or sources.", "doi": "https://doi.org/10.5281/zenodo.23672509", "catalog": "https://www.pops4.com/boards/catalog.json", "edgar": "🫧 Edgar looked up BROOKFIELD ASSET MANAGEMENT LTD. ($BAM). Last filing: 10-Q, 2026-11-09. 39 event filings (8-K) in the past twelve months.", "auditor": { "changes": [], "nonReliance": [], "restatedSince": null }, "metrics": { "fiscalYearEnd": "2025-12-31", "revenue": 4817000000, "revenueGrowth1y": 0.2103015075376884, "revenueGrowthPerYear": 0.0889126504735831, "yearsOfData": 3, "operatingMargin": null, "operatingMarginPrior": null, "netMargin": 0.4978202200539755, "operatingCashFlow": 2101000000, "capitalSpending": null, "freeCashFlow": null, "researchAndDevelopment": null, "researchShareOfRevenue": null, "cash": 1583000000, "longTermDebt": null, "longTermDebtChange": null, "revenueHistory": [ { "fiscalYearEnd": "2023-12-31", "revenue": 4062000000 }, { "fiscalYearEnd": "2024-12-31", "revenue": 3980000000 }, { "fiscalYearEnd": "2025-12-31", "revenue": 4817000000 } ], "totalEquity": 8912000000, "totalAssets": 17047000000, "equityRatio": 0.5227899337126767, "returnOnEquity": 0.2690754039497307, "dividendsPaid": 2818000000, "payoutRatio": 1.1751459549624688, "dividendPerShare": 1.52, "dividendYearsRising": 1, "dividendCut": false, "priceBased": "Dividend yield, price/earnings and price/book need a share price. The boards carry filings only, so they are not shown.", "earningsPerShare": null, "sharesOutstanding": null, "bookValuePerShare": null, "revenuePerShare": null, "range80": { "low": 4404098850.348139, "high": 6527236659.003333, "baseline": 5537657299.5701475, "n": 4599, "band": "b1" }, "ifPaceHeld": { "low": 4404098850.348139, "high": 6527236659.003333 } }, "edgarette": "🔖 Exposure: revenue $4.8B (FY2025). Experience: revenue up 21.0% on the year, up 8.9% a year over 2 years. Soundness: equity 52.3% of assets, return on equity 26.9%, payout 117.5% of profit, dividend per share up 1 year running. Credibility: 3 audited years, moderate weight. Range: 80% of past cases like this landed between $4.4B and $6.5B next year (method v3, set from 4,599 SEC company-years; on a year the method never saw, 83% landed inside). A statistical range, not company guidance. Against peers (22 filers, $50M+ revenue, investment advice): growth 21.0% against 7.5%.", "peers": { "sic": 6282, "sicDescription": "Investment Advice", "calendarYear": 2025, "minRevenue": 50000000, "depth": 4, "group": "6282", "growth": [ 0.0749, 39 ], "opMargin": [ 0.2083, 22 ], "equityRatio": [ 0.2782, 29 ], "returnOnEquity": [ 0.1455, 26 ], "payoutRatio": [ 0.5476, 27 ] }, "summary": "Brookfield Asset Management (BAM) grew revenue 21.0% in FY2025 to $4.8 billion, equity 52.3% of assets, and dividend per share up 1 year running. Every figure is from the company’s own annual report filed with the SEC.", "chart": "
BROOKFIELD ASSET MANAGEMENT LTD. against its own record and its peers
Revenue, on the yearPeer median 7.5%21.0%Equity of assetsPeer median 27.8%52.3%Return on equityPeer median 14.5%26.9%Payout of profitPeer median 54.8%117.5%Gold tick: the median of 26–29 peers with $50M+ revenue in investment advice
", "chartHorizon": "
Handed back now, or kept to compound · of each dollar of profit
117.5% paid outMore was paid out than was earned in the year.Handed back per share$1.52up 1 year runningGrowth its own profit can fund0.0%managed 21.0% last year

Gold paid out, navy kept. Kept share × return on equity = the growth it can fund itself. Facts from the filings, not a recommendation.

", "backtest": { "tests": 0, "hits": 0, "rate": null, "method": "v3", "note": "hindsight: past years, same calibrated range. The range was calibrated on 2022-2024 SEC data, so years in that window are partly in-sample." }, "registry": { "logged": "2026-09-20T15:24:10.728Z", "hash": "b9f1a74e2e78983b", "status": "open" }, "rangeAtRisk": { "flagged": false, "since": "2026-09-20" }, "caution": "Figures are as filed in audited 10-K reports and can move with restatements, acquisitions, disposals or a change in fiscal year. A range set from how past company-years turned out is not a promise about the next one, and says nothing about the share price.", "schema": "pops4.edgarette.card/1", "card": { "summary": "Brookfield Asset Management (BAM) grew revenue 21.0% in FY2025 to $4.8 billion, equity 52.3% of assets, and dividend per share up 1 year running. Every figure is from the company’s own annual report filed with the SEC.", "exposure": { "fiscalYearEnd": "2025-12-31", "revenue": 4817000000, "totalDebt": null, "cash": 1583000000 }, "experience": { "revenueGrowth1y": 0.2103015075376884, "revenueGrowthPerYear": 0.0889126504735831, "operatingMargin": null, "operatingMarginPrior": null, "netMargin": 0.4978202200539755, "freeCashFlow": null }, "soundness": { "equityRatio": 0.5227899337126767, "returnOnEquity": 0.2690754039497307, "payoutRatio": 1.1751459549624688, "dividendPerShare": 1.52, "dividendYearsRising": 1, "dividendCut": false, "note": "Dividend yield, price/earnings and price/book need a share price. The boards carry filings only, so they are not shown." }, "peers": { "sic": 6282, "sicDescription": "Investment Advice", "calendarYear": 2025, "minRevenue": 50000000, "depth": 4, "group": "6282", "growth": [ 0.0749, 39 ], "opMargin": [ 0.2083, 22 ], "equityRatio": [ 0.2782, 29 ], "returnOnEquity": [ 0.1455, 26 ], "payoutRatio": [ 0.5476, 27 ] }, "credibility": { "auditedYears": 3, "weight": "moderate", "standard": "ASOP No. 25", "nonReliance": null, "auditorChange": null }, "healthWatch": { "window": "last 12 months", "since": "2025-11-11", "signals": [ { "code": "5.02", "label": "Director or officer change", "count": 1, "latest": { "filed": "2026-02-04", "url": "https://www.sec.gov/Archives/edgar/data/1937926/000110465926010078/0001104659-26-010078-index.htm" } } ], "note": "Events the company itself filed with the SEC, most serious first. Shown beside the figures; they do not change the range or its receipt." }, "range": { "low": 4404098850.348139, "high": 6527236659.003333, "baseline": 5537657299.5701475, "coverage": 0.8, "method": "v3", "basis": "next fiscal year revenue: baseline = revenue x (1 + mean of one-year and three-year pace); range = 10th to 90th percentile of how SEC company-years of the same size band actually turned out", "calibratedOn": { "companyYears": 4599, "sizeBand": "b1" }, "credibility": null, "stress": null, "kind": "a statistical range, not company guidance; no view on the share price", "track": { "backtest": { "tests": 0, "hits": 0, "rate": null, "method": "v3", "note": "hindsight: past years, same calibrated range. The range was calibrated on 2022-2024 SEC data, so years in that window are partly in-sample." }, "registry": { "logged": "2026-09-20T15:24:10.728Z", "hash": "b9f1a74e2e78983b", "status": "open" }, "scorecard": "https://www.pops4.com/boards/scorecard" } }, "caution": "Figures are as filed in audited 10-K reports and can move with restatements, acquisitions, disposals or a change in fiscal year. A range set from how past company-years turned out is not a promise about the next one, and says nothing about the share price.", "sources": { "facts": "https://data.sec.gov/api/xbrl/companyfacts/CIK0001937926.json", "filings": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1937926" }, "rangeAtRisk": { "flagged": false, "since": "2026-09-20" }, "speedCash": { "fiscalYear": 2025, "cashConversion": 0.4362, "growth3y": 0.2103, "volatility": 0.1494, "paysDividend": true, "raisedDividend": true, "equityRatio": 0.5228, "quadrant": { "code": "fj", "label": "Fast and jumpy", "plain": "growing faster than its size class, with revenue that swings more" }, "compass": { "code": "later", "inside": "Turns 43.6% of revenue into operating cash; revenue growing 21.0% a year over three years; pays and raised its dividend.", "outside": "Among $1B-10B companies: 92nd percentile for cash, 88th for growth.", "emoji": "🌱", "label": "Cash cow later", "plain": "growing fast, and already turning revenue into cash" }, "band": "$1B-10B", "cashPctInClass": 92, "growthPctInClass": 88, "source": "SEC XBRL frames, the company’s own audited figures; quadrant split at the median of its size class" }, "harbor": { "signs": [], "rule": "Boat condition = number of warning signs: a serious warning filing in 12 months; liabilities over assets; slow and jumpy; negative operating cash; an operating loss; negative free cash flow outside regulated utilities; an 80% revenue range of ±25% or wider.", "level": 0, "name": "New ship", "plain": "no warning signs" }, "signals": { "fiscalYearEnd": "2025-12-31", "priorYearEnd": "2024-12-31", "lede": "What a terminal subscription used to buy, a filing and arithmetic now give anyone.", "note": "Published method, computed from the company’s own filings. Display only: nothing here moves the range or its receipt. A description, not a rating.", "method": "https://www.pops4.com/boards/signals", "altmanZ": { "covered": false, "why": "not covered: built for industrial balance sheets, not banks or insurers", "paper": "Altman 1968; Z″ 1995" }, "piotroskiF": { "covered": true, "score": 4, "tested": 6, "outOf": 9, "reading": "4 of 6 tested", "paper": "Piotroski 2000", "tests": [ { "name": "positive return on assets", "pass": true }, { "name": "positive operating cash flow", "pass": true }, { "name": "return on assets improved", "pass": false }, { "name": "operating cash above net income", "pass": false }, { "name": "long-term debt to assets fell", "pass": true }, { "name": "asset turnover improved", "pass": true } ] }, "beneishM": { "covered": false, "why": "not covered: built for industrial filers", "paper": "Beneish 1999" }, "sloanAccruals": { "covered": true, "ratio": 1.9, "reading": "earnings backed by cash", "paper": "Sloan 1996", "formula": "(net income − operating cash flow) ÷ average total assets" }, "dupont": { "covered": true, "netMargin": 49.8, "assetTurnover": 0.31, "leverage": 2.57, "returnOnEquity": 39.4, "paper": "du Pont, 1920s", "formula": "ROE = net margin × asset turnover × (average assets ÷ average equity); averages of the two year-ends, so it can differ from the card’s year-end return on equity" } }, "cashFlow": { "fiscalYearEnd": "2025-12-31", "operating": 2101000000, "investing": -339000000, "financing": -590000000, "capitalSpending": null, "free": null, "trend": [ { "fiscalYearEnd": "2023-12-31", "operating": 1439000000, "free": null }, { "fiscalYearEnd": "2024-12-31", "operating": 1612000000, "free": null }, { "fiscalYearEnd": "2025-12-31", "operating": 2101000000, "free": null } ], "note": "Annual, as filed in 10-K cash flow statements; negative investing/financing = cash going out (capital spending, buybacks, dividends, debt repaid)." }, "investments": { "fiscalYearEnd": "2025-12-31", "cash": 1583000000, "shortTerm": null, "longTerm": null, "equityHoldings": null, "totalAssets": 17047000000, "ladder": null, "currentRatio": null, "unrealizedGain": null, "unrealizedLoss": null, "note": "Balance-sheet cash and investment securities at fiscal year end, as filed; short-term = due or saleable within a year. Insurers and banks hold most of their book here." } }, "definitions": { "operatingMargin": "Operating income divided by revenue.", "netMargin": "Net income divided by revenue.", "freeCashFlow": "Cash from operations minus spending on property and equipment.", "researchShareOfRevenue": "Research and development expense for the year as a share of revenue, both as filed.", "equityRatio": "Shareholders equity as a share of total assets, both as filed. Higher means less of the company is owed to someone else.", "returnOnEquity": "Net income for the year against shareholders equity at year end.", "payoutRatio": "Dividends paid as a share of net income, in the year the cash went out.", "dividendYearsRising": "Consecutive years, counted back from the last on record, in which dividend per share rose. A fall ends the run and is reported as dividendCut.", "revenueGrowthPerYear": "Compound annual growth between the first and latest fiscal years shown.", "credibility": "How much weight a record deserves, in the actuarial sense (ASOP No. 25): more audited years, more weight.", "peers": "Medians of SEC filers with $50M+ revenue in the same industry code (SIC), narrowest group with at least 8 filers, calendar-year figures from SEC XBRL frames.", "backtest": "The same range method applied to the company's own past years, scored against what it actually reported next. Hindsight, and labelled so.", "healthWatch": "Distress-type events the company filed in the last 12 months (late-filing notices; 8-K items 1.03, 3.01, 2.04, 4.02, 4.01, 2.05, 2.06, 1.05, 5.02), each with its count and newest filing. Display only: they do not change the range or its receipt." }, "speedCash": { "fiscalYear": 2025, "cashConversion": 0.4362, "growth3y": 0.2103, "volatility": 0.1494, "paysDividend": true, "raisedDividend": true, "equityRatio": 0.5228, "quadrant": { "code": "fj", "label": "Fast and jumpy", "plain": "growing faster than its size class, with revenue that swings more" }, "compass": { "code": "later", "inside": "Turns 43.6% of revenue into operating cash; revenue growing 21.0% a year over three years; pays and raised its dividend.", "outside": "Among $1B-10B companies: 92nd percentile for cash, 88th for growth.", "emoji": "🌱", "label": "Cash cow later", "plain": "growing fast, and already turning revenue into cash" }, "band": "$1B-10B", "cashPctInClass": 92, "growthPctInClass": 88, "source": "SEC XBRL frames, the company’s own audited figures; quadrant split at the median of its size class" }, "harbor": { "signs": [], "rule": "Boat condition = number of warning signs: a serious warning filing in 12 months; liabilities over assets; slow and jumpy; negative operating cash; an operating loss; negative free cash flow outside regulated utilities; an 80% revenue range of ±25% or wider.", "level": 0, "name": "New ship", "plain": "no warning signs" }, "cashFlow": { "fiscalYearEnd": "2025-12-31", "operating": 2101000000, "investing": -339000000, "financing": -590000000, "capitalSpending": null, "free": null, "trend": [ { "fiscalYearEnd": "2023-12-31", "operating": 1439000000, "free": null }, { "fiscalYearEnd": "2024-12-31", "operating": 1612000000, "free": null }, { "fiscalYearEnd": "2025-12-31", "operating": 2101000000, "free": null } ], "note": "Annual, as filed in 10-K cash flow statements; negative investing/financing = cash going out (capital spending, buybacks, dividends, debt repaid)." }, "signals": { "fiscalYearEnd": "2025-12-31", "priorYearEnd": "2024-12-31", "lede": "What a terminal subscription used to buy, a filing and arithmetic now give anyone.", "note": "Published method, computed from the company’s own filings. Display only: nothing here moves the range or its receipt. A description, not a rating.", "method": "https://www.pops4.com/boards/signals", "altmanZ": { "covered": false, "why": "not covered: built for industrial balance sheets, not banks or insurers", "paper": "Altman 1968; Z″ 1995" }, "piotroskiF": { "covered": true, "score": 4, "tested": 6, "outOf": 9, "reading": "4 of 6 tested", "paper": "Piotroski 2000", "tests": [ { "name": "positive return on assets", "pass": true }, { "name": "positive operating cash flow", "pass": true }, { "name": "return on assets improved", "pass": false }, { "name": "operating cash above net income", "pass": false }, { "name": "long-term debt to assets fell", "pass": true }, { "name": "asset turnover improved", "pass": true } ] }, "beneishM": { "covered": false, "why": "not covered: built for industrial filers", "paper": "Beneish 1999" }, "sloanAccruals": { "covered": true, "ratio": 1.9, "reading": "earnings backed by cash", "paper": "Sloan 1996", "formula": "(net income − operating cash flow) ÷ average total assets" }, "dupont": { "covered": true, "netMargin": 49.8, "assetTurnover": 0.31, "leverage": 2.57, "returnOnEquity": 39.4, "paper": "du Pont, 1920s", "formula": "ROE = net margin × asset turnover × (average assets ÷ average equity); averages of the two year-ends, so it can differ from the card’s year-end return on equity" } }, "investments": { "fiscalYearEnd": "2025-12-31", "cash": 1583000000, "shortTerm": null, "longTerm": null, "equityHoldings": null, "totalAssets": 17047000000, "ladder": null, "currentRatio": null, "unrealizedGain": null, "unrealizedLoss": null, "note": "Balance-sheet cash and investment securities at fiscal year end, as filed; short-term = due or saleable within a year. Insurers and banks hold most of their book here." }, "disclaimer": "Data & Disclosure Notice: Edgar and Edgarette are automated software. Every figure on this page is calculated by software from public filings made by companies and funds with the U.S. Securities and Exchange Commission (EDGAR) and is published without individual human review. The accuracy and completeness of those filings are the responsibility of the filers; reports can contain errors and can be amended. Figures are shown as filed and as of each filing's date, and this page may be corrected or updated without notice. Ranges, expected returns, rankings, boats and other measures are statistical descriptions of past filings, not ratings, price forecasts, company guidance or recommendations; past results do not guarantee future results. This is general information published for all readers, not advice tailored to any person's portfolio, needs or circumstances, and nothing here is financial, investment, actuarial, legal, tax or other professional advice. Actuaries and other professionals who use these figures remain responsible for reviewing them for reasonableness and consistency against the original filings and for disclosing their reliance on them. No company, fund or reinsurer pays to be included or ranked. Provided as is, without warranty of any kind. Not affiliated with or endorsed by the SEC or by any company, fund or reinsurer named. All trademarks remain the property of their owners." }