Brookfield Asset Management Ltd.
BAM · New York Stock Exchange · USD
54,18USD
+1,23 (+2,32 %)Stand 9. Nov., 21:00
Nachbörslich54,18−0,00 (−0,01 %)17:17 ET
Kennzahlen
- Eröffnung
- 53,79
- Vortag
- 52,95
- Tagesspanne
- 53,52 – 54,69
- 52 Wochen
- 42,20 – 55,98
- Volumen
- 3,3 Mio.
- Ø Volumen
- 2,75 Mio.
- Börsenwert
- 86,57 Mrd. $
- KGV
- 31,5
- Gewinn je Aktie (TTM)
- 0,35
- Dividendenrendite
- 3,5 %
- Beta
- 1,3
- Nächste Zahlen
- 3. Feb. 2027
Finanzen
| USD | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|
| Umsatz | 4,61 Mrd. | 3,98 Mrd. | 4,06 Mrd. | 3,63 Mrd. | 2,79 Mrd. |
| Herstellungskosten | 1,37 Mrd. | 1,15 Mrd. | 1,05 Mrd. | 700 Mio. | 703 Mio. |
| Bruttogewinn | 3,24 Mrd. | 2,83 Mrd. | 3,01 Mrd. | 2,93 Mrd. | 2,09 Mrd. |
| Forschung und Entwicklung | 0 | 0 | 0 | 0 | 0 |
| Vertrieb und Verwaltung | 56 Mio. | 64 Mio. | 56 Mio. | 81 Mio. | 132 Mio. |
| Operatives Ergebnis | 3,03 Mrd. | 2,76 Mrd. | 2,96 Mrd. | 2,85 Mrd. | 2,07 Mrd. |
| EBITDA | 3,24 Mrd. | 2,43 Mrd. | 2,63 Mrd. | 2,62 Mrd. | 3,74 Mrd. |
| Nettogewinn | 2,49 Mrd. | 2,17 Mrd. | 1,84 Mrd. | 1,92 Mrd. | 1,87 Mrd. |
| Gewinn je Aktie (verwässert) | 1,52 | 1,34 | 4,69 | 4,83 | 4,64 |
Umsatz nach Segment
Produkte · FY 2025
- Management Service3,38 Mrd. $85,80 %
- Incentive Fees560 Mio. $14,20 %
Anteil · ggü. Vorjahr (FY –)
Regionen · FY 2025
- UNITED STATES27,36 Mrd. $40,16 %+4,68 %
- CANADA7,81 Mrd. $11,46 %−11,92 %
- Other Europe7,02 Mrd. $10,31 %−20,29 %
- BRAZIL5,48 Mrd. $8,05 %+4,78 %
- AUSTRALIA5,31 Mrd. $7,80 %−20,48 %
- INDIA4,25 Mrd. $6,23 %+8,13 %
- Other Countries3,14 Mrd. $4,61 %+25,47 %
- Other Asia2,74 Mrd. $4,03 %−11,83 %
- COLOMBIA2,68 Mrd. $3,93 %−2,65 %
- GERMANY2,32 Mrd. $3,41 %+0,48 %
Anteil · ggü. Vorjahr (FY 2024)
Bewertung
Letzte 12 Monate
- KGV
- 31,5
- Kurs-Umsatz-Verhältnis
- 15,7
- Kurs-Buchwert-Verhältnis
- 11,6
- PEG
- 0,4
- Bruttomarge
- 76,6 %
- Operative Marge
- 66,2 %
- Nettomarge
- 50,4 %
- Verschuldungsgrad
- 0,5
- EV/EBITDA
- 22,8
- Eigenkapitalrendite
- 34,3 %
- Kapitalrendite (ROIC)
- 16,2 %
- Free-Cashflow-Rendite
- 2,9 %
| FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | |
|---|---|---|---|---|---|
| Bruttomarge | 70,2 % | 71,0 % | 74,2 % | 80,7 % | 74,8 % |
| Operative Marge | 65,8 % | 69,4 % | 72,8 % | 78,5 % | 74,1 % |
| Nettomarge | 53,9 % | 54,5 % | 45,3 % | 52,8 % | 67,0 % |
| KGV | 34,0 | 40,1 | 8,5 | 5,9 | 6,9 |
| Kurs-Umsatz-Verhältnis | 18,3 | 21,8 | 3,9 | 3,1 | 4,6 |
| Kurs-Buchwert-Verhältnis | 10,4 | 26,8 | 7,5 | 4,8 | 1,3 |
| Verschuldungsgrad | 0,4 | 0,1 | 0,1 | 0,0 | 0,5 |
| Liquidität 3. Grades | 1,4 | 0,9 | 0,8 | 1,0 | 1,4 |
| Dividendenrendite | 3,3 % | 2,9 % | 13,4 % | 28,0 % | 0,0 % |
| Unternehmenswert | 85,82 Mrd. | 87,1 Mrd. | 15,9 Mrd. | 11,36 Mrd. | 14,96 Mrd. |
| EV/EBITDA | 26,5 | 35,9 | 6,0 | 4,3 | 4,0 |
| Eigenkapitalrendite | 30,6 % | 66,8 % | 88,6 % | 80,6 % | 19,1 % |
| Kapitalrendite (ROIC) | 17,9 % | 65,4 % | 105,7 % | 98,1 % | 9,0 % |
| Free-Cashflow-Rendite | 2,5 % | 1,9 % | 9,2 % | −3,4 % | 10,9 % |
Wachstum
| FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | |
|---|---|---|---|---|---|
| Umsatz | +15,8 % | −2,0 % | +12,0 % | +30,1 % | +29,4 % |
| Bruttogewinn | +14,5 % | −6,2 % | +3,0 % | +40,4 % | −3,2 % |
| Operatives Ergebnis | +9,8 % | −6,6 % | +3,9 % | +37,7 % | +66,2 % |
| Nettogewinn | +14,6 % | +17,9 % | −4,0 % | +2,5 % | +389,3 % |
| Gewinn je Aktie | +13,4 % | −71,4 % | −2,9 % | +4,1 % | +368,7 % |
| Freier Cashflow | +30,3 % | +12,0 % | +471,8 % | −127,5 % | −20,3 % |
| Dividende je Aktie | +13,1 % | −71,3 % | −32,9 % | 0,0 % | 0,0 % |
Analysten
Einstufungen · Buy
- 0Stark kaufen
- 9Kaufen
- 9Halten
- 2Verkaufen
- 0Stark verkaufen
Kursziel
55,33
Durchschnitt · +2,12 %
Schätzungen
| FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|
| Umsatz (Ø) | 6,32 Mrd. | 7,32 Mrd. | 8,16 Mrd. |
| Umsatz (Tief – Hoch) | 6,27 Mrd. – 6,39 Mrd. | 7,09 Mrd. – 7,62 Mrd. | 7,59 Mrd. – 8,63 Mrd. |
| Gewinn je Aktie (Ø) | 1,82 | 2,15 | 2,47 |
| Gewinn je Aktie (Tief – Hoch) | 1,79 – 1,88 | 2,02 – 2,30 | 2,25 – 2,58 |
| Analysten | 6 | 9 | 3 |
Letzte Änderungen
- JP Morgan5. Nov. 2026Neutral
- Piper Sandler19. Okt. 2026Neutral
- UBS13. Okt. 2026Neutral
- Piper Sandler18. Sept. 2026Neutral
- UBS6. Aug. 2026Neutral
- Morgan Stanley21. Juli 2026Equal Weight
- Piper Sandler18. Mai 2026Neutral
- RBC Capital11. Mai 2026Outperform
Quartalszahlen
Nächste Zahlen: 3. Feb. 2027| Nov. 2026 | Aug. 2026 | Mai 2026 | Feb. 2026 | Nov. 2025 | Aug. 2025 | Mai 2025 | Feb. 2025 | |
|---|---|---|---|---|---|---|---|---|
| Gewinn je Aktie · Erwartet | 0,46 | 0,43 | 0,41 | 0,44 | 0,40 | 0,39 | 0,39 | 0,39 |
| Gewinn je Aktie · Tatsächlich | 0,47 | 0,44 | 0,43 | 0,47 | 0,41 | 0,38 | 0,40 | 0,40 |
| Abweichung | +1,86 % | +1,83 % | +4,72 % | +6,58 % | +1,64 % | −2,06 % | +1,47 % | +3,25 % |
| Umsatz · Tatsächlich | 2,15 Mrd. | 1,73 Mrd. | 1,32 Mrd. | 1,39 Mrd. | 1,24 Mrd. | 1,09 Mrd. | 1,08 Mrd. | 120 Mio. |
Dividenden und Splits
| Ex-Tag | Zahltag | Betrag |
|---|---|---|
| 30. Nov. 2026 | 31. Dez. 2026 | 0,50 |
| 31. Aug. 2026 | 29. Sept. 2026 | 0,50 |
| 29. Mai 2026 | 30. Juni 2026 | 0,50 |
| 27. Feb. 2026 | 31. März 2026 | 0,50 |
| 28. Nov. 2025 | 31. Dez. 2025 | 0,44 |
| 29. Aug. 2025 | 29. Sept. 2025 | 0,44 |
| 30. Mai 2025 | 30. Juni 2025 | 0,44 |
| 28. Feb. 2025 | 31. März 2025 | 0,44 |
| 29. Nov. 2024 | 31. Dez. 2024 | 0,38 |
| 30. Aug. 2024 | 27. Sept. 2024 | 0,38 |
| 31. Mai 2024 | 28. Juni 2024 | 0,38 |
| 28. Feb. 2024 | 28. März 2024 | 0,38 |
Aktiensplits
- 2. Apr. 20203:2
- 20. Juni 201651:50
- 13. Mai 20153:2
- 15. Apr. 2013103:100
- 1. Mai 201228:25
- 4. Juni 20073:2
Eigentümer
Institutionen
Q2 2026 · 13F
- Anteil institutioneller Investoren
- 92,78 %
- Investoren mit 13F-Meldung
- 654
Größte Investoren
- BROOKFIELD CORP /ON/74,26 %1,19 Mrd.
- PARTNERS VALUE INVESTMENTS L.P.1,84 %29,59 Mio.
- ROYAL BANK OF CANADA1,32 %21,26 Mio.
- PRINCIPAL FINANCIAL GROUP INC0,84 %13,55 Mio.
- CAPITAL WORLD INVESTORS0,84 %13,49 Mio.
- VANGUARD CAPITAL MANAGEMENT LLC0,72 %11,6 Mio.
- TD ASSET MANAGEMENT INC0,67 %10,84 Mio.
- BANK OF MONTREAL /CAN/0,67 %10,75 Mio.
Insider-Geschäfte
- BCP GP Ltd29. Dez. 2023 · 10 percent ownerVerkauf34.111 Aktien · 2,2164
- BCP GP Ltd29. Dez. 2023 · 10 percent ownerVerkauf34.171 Aktien · 2,2164
- BCP GP Ltd29. Dez. 2023 · 10 percent ownerVerkauf60.735 Aktien · 2,2164
- BCP GP Ltd29. Dez. 2023 · 10 percent ownerVerkauf3 Aktien · 2,2164
- BCP GP Ltd29. Dez. 2023 · 10 percent ownerVerkauf2 Aktien · 2,2164
- BCP GP Ltd28. Dez. 2023 · 10 percent ownerVerkauf101.174 Aktien · 2,2323
- BCP GP Ltd28. Dez. 2023 · 10 percent ownerVerkauf101.350 Aktien · 2,2323
- BCP GP Ltd28. Dez. 2023 · 10 percent ownerVerkauf180.142 Aktien · 2,2323
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Über das Unternehmen
Brookfield Asset Management operates as a prominent alternative asset manager and real estate investment trust (REIT), specializing in real estate, renewable energy, infrastructure, venture capital, and private equity assets. The firm provides a comprehensive range of public and private investment products and services to institutional and retail clients globally. Its strategy involves deploying capital into significant, premier assets across diverse geographies and asset classes, often co-investing its own capital alongside that of other investors. In its private equity and venture capital operations, the firm engages in a wide array of activities. These include early-stage ventures, outright acquisitions, control buyouts, corporate carve-outs, and the restructuring of financially distressed or underperforming mid-market companies. Its involvement further extends to recapitalizations, strategic redirections, and various forms of financing such as convertible, senior, and mezzanine debt, as well as operational and capital structure overhauls. Beyond private markets, Brookfield also actively participates in public debt and equity exchanges. Private equity investments are concentrated in specific sectors: Business Services (encompassing infrastructure, healthcare, road fuel distribution, construction, and real estate), Industrials (including manufacturers of automotive batteries, graphite electrodes, returnable plastic packaging, and sanitation management), and Residential/infrastructure services. The firm specifically targets companies underpinned by substantial real assets, primarily across industrial products, building materials, metals, mining, homebuilding, oil and gas, paper and packaging, general manufacturing, and forest product sectors. Geographically, Brookfield maintains a significant investment presence worldwide, concentrating on North America (including Canada, the United States, and Brazil), Europe, Australia, and the broader Asia-Pacific region. Equity investments typically range from $2 million to $500 million. The firm employs a four-year investment period, structured within a ten-year term that allows for two optional one-year extensions. Brookfield is flexible in its ownership approach, readily taking both minority and majority equity stakes. Established in 1997 and headquartered in Toronto, Canada, Brookfield Asset Management boasts a global network of additional offices across North America, South America, Europe, the Middle East, and Asia.
Führung
- Connor David TeskeyCEO, CEO & Head of Energy Group
- Hadley Peer MarshallChief Financial Officer & Managing Partner of Infrastructure
- Brian William KingstonHead of U.S., Executive Chair of Real Estate & Director
- Cyrus MadonExecutive Vice Chair & Executive Chair of Private Equity
- James Bruce FlattChair, Affiliated Director & CEO of Brookfield Corporation
- Adrian LettsManaging Partner of Private Equity & Head of Business Operations
- CEO
- Connor David Teskey
- Mitarbeitende
- 5.800
- Hauptsitz
- New York, NY, US
- Sektor
- Financial Services
- Branche
- Asset Management
- Börsengang
- 1. Dez. 2022
- Website
- bam.brookfield.com
Nachrichten
- Benzinga · 9. Nov., 12:10These Analysts Increase Their Forecasts On Brookfield Asset Management After Strong Q3 Results
- Zacks Investment Research · 9. Nov., 10:31Compared to Estimates, Brookfield (BAM) Q3 Earnings: A Look at Key Metrics
- Seeking Alpha · 9. Nov., 7:03Brookfield Asset Management: Fee-Bearing Capital Ascends Higher
- Seeking Alpha · 7. Nov., 7:35Brookfield Asset Management: Time To Buy This Dividend Compounder Now
- MarketBeat · 6. Nov., 21:14Brookfield Asset Management Q3 Earnings Call Highlights
- Seeking Alpha · 6. Nov., 13:44Brookfield Asset Management Ltd. (BAM:CA) Q3 2026 Earnings Call Transcript
- Zacks Investment Research · 6. Nov., 9:31Brookfield Asset Management (BAM) Meets Q3 Earnings Estimates
- 247 Wallst · 6. Nov., 9:28Stock Market Today: Election Results Continue to Ease Market Fears
- WSJ · 6. Nov., 7:30Brookfield Asset Management Fundraises $25 Billion in Quarter, Led by Infrastructure Strategies
- GlobeNewsWire · 6. Nov., 7:04Brookfield Asset Management Announces Strong Third Quarter Results
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