Brookfield Asset Management Ltd. (BAM)
Brookfield Asset Management invests other people's money in real assets. The filing describes it as a leading global alternative asset manager, headquartered in New York, with over $1 trillion of assets under management. That money belongs to clients, not to the company. Five principal strategies carry it: infrastructure, renewable power and transition, private equity, real estate and credit. The Class A shares are listed on both the New York Stock Exchange and the Toronto Stock Exchange.
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Latest results
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The years before, in words
Brookfield Asset Management (BAM) reported revenue of $4.8 billion for fiscal 2025, the year ended 31 December 2025, up 21.0% on the year before. Net income was $2.0 billion and diluted earnings per share $1.52. Revenue was $4.0 billion in fiscal 2024 and $4.1 billion in fiscal 2023. Net income in the same years was $2.0 billion and $2.1 billion. Over the twelve months to 30 September 2026, Brookfield Asset Management reported revenue of $6.6 billion and net income of $4.7 billion. Brookfield Asset Management declared $1.95 a share in dividends over the last four quarters and had 1.60 billion shares outstanding at the latest filed count. At the close of 10 November 2026 the market cap of Brookfield Asset Management was $85.5 billion.Ratios
From the filings
ROEn/a
ROCE23.8%
Operating margin57.8%
Net marginn/a
FCF marginn/a
Interest covern/a
Debt to equity0.36x
Cash conversionn/a
Share count, last 12 months-0.8%
Sales CAGR, 3 yearsn/a
Profit CAGR, 3 yearsn/a
EPS, TTMn/a
At the close of 10 November 2026
Price$53.48
Market cap$85.5 billion
Stock P/En/a
Price to book7.2x
EV / EBITDA22.7x
Dividend yield3.6%
Market cap / sales12.9x
52-week high$55.86
52-week low$42.87
Price, 1 year-0.0%
Price CAGR, 3 years19.9%
Price CAGR, 5 years-1.9%
29 ready-made ratios, from FCF yield to net debt to EBITDA, wait on the Formulas page, each with what it tells you. Browse and add them →
Worked from the filed figures; hover a name for the formula.
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The priced ones use the latest price, the last regular-hours trade on IEX. Debt to equity here stands on the borrowing lines of Brookfield Asset Management Ltd.'s balance sheet, added together, finance leases inside them only where the company puts them there; operating leases are a separate line. Nothing here is a valuation or a view.BAMgreeksoup.ai
Daily prices to 10 November 2026, adjusted for splits; from 28 September 2026 each day's price is the last regular-hours trade on IEX.
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Data provided for free by IEX. By accessing or using IEX Historical Data, you agree to the IEX Historical Data Terms of Use. Day by day for the last three years; before that one point a week, carrying the week's last close and its average daily volume, so a volume bar means the same thing across the whole series; the bars sit under the price on their own scale, on the right. The moving averages need consecutive days and are drawn from the daily part. P/E is the close over the trailing four quarters' EPS as filed at each filing date, on the current share count; the dashed line is the median over the range shown. Sales and margin are quarterly revenue and the operating margin from the tables above. EV/EBITDA, price to book and market cap to sales use the latest filed balance sheet and share count at each date. Before the quarters on file begin, P/E, price to book and market cap to sales stand on each annual report from the day it was filed. Drawn in your browser; the range and overlay you pick are remembered here only.Quarterly results
| Q1 FY2024 | Q2 FY2024 † | Q3 FY2024 | Q4 FY2024 * | Q1 FY2025 † | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 * | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 884 | 916 | 1,117 | 1,063 | 1,081 | 1,090 | 1,252 | 1,394 | 1,338 | 1,753 | 2,149 |
| Operating income | 436 | 583 | 641 | 640 | 579 | 533 | 757 | 904 | 605 | 1,094 | 1,234 |
| Operating margin | 49% | 64% | 57% | 60% | 54% | 49% | 60% | 65% | 45% | 62% | 57% |
| Interest expense | n/a | 3.0 | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a |
| Pre-tax income | 444 | 660 | 633 | 809 | 582 | 659 | 770 | 914 | 696 | 1,334 | 3,330 |
| Tax rate | 16% | 22% | 15% | 16% | 13% | 11% | 10% | 33% | 16% | 12% | 10% |
| Net income | 373 | 489 | 484 | -440 | 459 | 530 | 565 | n/a | 517 | 971 | 2,743 |
| Net margin | 42% | 53% | 43% | -41% | 42% | 49% | 45% | 34% | 39% | 55% | 128% |
| Diluted EPS | $0.28 | $0.31 | $0.34 | $0.42 | $0.36 | $0.38 | $0.44 | n/a | $0.38 | $0.56 | $1.64 |
| Operating cash flow | 516 | 393 | 567 | -615 | 114 | 529 | 745 | n/a | 338 | 545 | 554 |
| Capital expenditure | 3.0 | 124 | 2.0 | n/a | 2.0 | 1.0 | 4.0 | 2.0 | 6.0 | 10.0 | 33.0 |
| Free cash flow | 513 | 269 | 565 | n/a | 112 | 528 | 741 | 711 | 332 | 535 | 521 |
| Dividends paid | 620 | 619 | 620 | -771 | 707 | 702 | 706 | 703 | 809 | 802 | 802 |
| Shares outstanding | n/a | n/a | n/a | n/a | 1,613m | 1,613m | 1,611m | 1,638m | 1,597m | 1,597m | 1,598m |
| Filing | 10-Q | 10-Q | 10-Q | 10-K | 10-Q | 10-Q | 10-Q | 10-K | 10-Q | 10-Q | 10-Q |
Each quarter as filed, linked to its filing.
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* The fourth quarter is the full year less the first three quarters, because the company files the year and not the quarter on its own. A fourth quarter's EPS, and its diluted share count where shown, are from the company's results press release for that quarter, checked against the company's filed figures or a second data source. A quarter marked † is shown as the company last restated it in a later filing, so it compares with the quarters around it on one basis; rest on a figure for the one first filed. EPS is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and the share count are as they are. Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Cash flow lines filed year to date are the difference between two filings. Shares outstanding are at the period end where the balance sheet tags them, otherwise the count on the filing's cover page. A derived fourth-quarter EPS is left blank when a split in the year makes the arithmetic meaningless.Income statement (profit and loss)
Play it forward: change any box and its column follows; every box opens at the company's own record, shown under the row's name, and says when you set it outside every year in the table.
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Each column runs from the last twelve months as filed to the year chosen in its heading, at a yearly rate. Sales growth starts at the company's own five-year rate and eases a third of the way each year toward the median of the 168 peers in Trading (8.9% a year), because a rate far from the rest rarely lasts. Before you open a year, the strip reads today's price backwards: the yearly sales growth that brings EPS, at the company's own margins, tax and share count, to today's price at the median P/E of the 142 peers in Trading (24.2). Low, middle, high opens three columns for one year: the low and high cases take the company's own weaker and stronger years in the table (the lower and upper quarter of its yearly sales growth and operating margin) and the lower and higher of today's P/E and its peers'; the middle is the boxes as they open. Net income keeps the share that went to minority holders; EPS is net income over the diluted shares, on the same basis as the EPS in the table. The price is that year's EPS at the P/E you set, and the yearly return runs from today's price to the year's end. These are your assumptions and your arithmetic, not an estimate of ours. The link carries your columns, so you can send the forecast to someone.| FY2023 † | FY2024 † | FY2025 | TTM | |
|---|---|---|---|---|
| Revenue | 4,062 | 3,980 | 4,817 | 6,634 |
| Operating income | 2,516 | 2,300 | 2,773 | 3,837 |
| Operating margin | 61.9% | 57.8% | 57.6% | 57.8% |
| Interest expense | 9.0 | n/a | n/a | n/a |
| Pre-tax income | 2,554 | 2,546 | 2,925 | 6,274 |
| Income tax | 417 | 438 | 527 | 902 |
| Effective tax rate | 16.3% | 17.2% | 18.0% | 14.4% |
| Net income | 2,101 | 1,957 | 2,029 | 4,706 |
| Net margin | 51.7% | 49.2% | 42.1% | 70.9% |
| Diluted EPS | $1.13 | $1.28 | $1.52 | $2.92 |
| Filing | 10-K | 10-K | 10-K |
From each year's 10-K, linked; TTM is the last four quarters.
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Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Those four are arithmetic on the filed numbers; everything else is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and share counts are as they are. † The year as the company last restated it in a later filing; rest on a figure for the one first filed. EPS is as filed.Revenue by product or service FY2024 to FY2025
| FY2024 | FY2025 | Share of the parts, latest year | |
|---|---|---|---|
| Management Service | 2,957 | 3,384 | 75.1% |
| Incentive Distributions | 424 | 560 | 12.4% |
| Incentive fees | 424 | 560 | 12.4% |
| Not assigned to a part in the filing | 175 | 313 | n/a |
Management ServiceIncentive DistributionsIncentive fees
$ million; hover a block for its figure and share; the figure over a bar is its parts, before the lines named below
From the company's 10-Ks, in its own words (latest 10-K).
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Each year's figures come from the most recent 10-K that includes that year. A year is shown only where the parts add up to the revenue above. Fiscal years are labelled by the year they end in. Not assigned to a part in the filing is the company's own eliminations and corporate items, which take the parts to revenue: shown as filed, with no share and no block in the chart.Cash flow
Follow the cash: free cash flow, which is operating cash flow less capital expenditure and share-based pay, for five years and after, in today's money.
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The figure a share at the top is what a discounted cash flow calls intrinsic value, worked out on your assumptions. Everything after year five is one sum: the sixth year's cash, growing at the long-run rate every year after, added up and brought back to today's money. Each year runs from the last twelve months as filed. Sales growth opens where Play it forward does: the company's own five-year rate, easing a third of the way each year toward the median of the 168 peers in Trading (8.9% a year); change a year and the years after it follow. Operating cash flow, capital expenditure and share-based pay open at the company's own median share of sales over its last five years, shown under each row. Share-based pay is taken off because operating cash flow adds back the shares paid to staff as if they cost nothing; set it to 0 to leave it in. Capital spending counts every capital line the company files in its cash flow, such as equipment it leases to customers, software, wells or property it develops, named under the row, while the Capital expenditure row in the table below stays the one line as filed; buying a business, securities or a finished property is not counted. The discount rate opens at 10%, about what US stocks have returned a year over the long run, so it is the return you give up by holding this company instead of the market; the growth after year five opens at 3%, a little under the US economy's long-run growth in dollars, because no company outgrows it for ever. Net debt is the debt and short-term borrowings less the cash on the latest balance sheet that shows the debt; the figure per share divides what is left by the diluted share count. These are your assumptions and your arithmetic, not an estimate of ours. The link carries them, so you can send them to someone.| FY2023 † | FY2024 † | FY2025 | TTM | |
|---|---|---|---|---|
| Operating cash flow | 1,439 | 1,612 | 2,101 | 2,150 |
| Capital expenditure | 17.0 | 8.0 | 9.0 | 51.0 |
| Free cash flow | 1,422 | 1,604 | 2,092 | 2,099 |
| Free cash flow margin | 35.0% | 40.3% | 43.4% | 31.6% |
| Cash from investing | -475 | -1,744 | -339 | -1,359 |
| Cash from financing | -1,842 | -2,119 | -590 | -1,159 |
| Depreciation and amortisation | 14.0 | 14.0 | 40.0 | 96.0 |
| Share-based compensation | 33.0 | 103 | 123 | 148 |
| Buybacks | 319 | n/a | n/a | n/a |
| Dividends paid | 2,101 | 2,478 | 2,818 | 3,116 |
| Dividend per share | $1.28 | $1.52 | n/a | n/a |
| Diluted shares, weighted | 396m | 1,614m | 1,628m | 1,613m |
| Shares outstanding at period end | n/a | n/a | n/a | 1,598m |
| Filing | 10-K | 10-K | 10-K |
Cash paid in the year, from the cash flow statement.
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The dividend per share is as declared. Diluted shares are the weighted average for the year; a falling count is the buybacks net of issuance. TTM sums the last four quarters; the share counts are the latest quarter's.Balance sheet
| FY2023 † | FY2024 † | FY2025 | TTM | |
|---|---|---|---|---|
| Funded by | ||||
| Shareholders' equity | 2,076 | 3,247 | 8,912 | 11,810 |
| Non-controlling interest | 9.0 | 31.0 | n/a | n/a |
| Debt | 0.0 | 0.0 | 2,478 | 4,311 |
| Other liabilities | 1,120 | 10,879 | 5,657 | 11,288 |
| Total liabilities and equity | 3,205 | 14,157 | 17,047 | 27,409 |
| Owned | ||||
| Fixed assets | n/a | 58.0 | 92.0 | 203 |
| Goodwill | n/a | 251 | 236 | 1,868 |
| Intangible assets | 42.0 | 38.0 | 234 | 6,019 |
| Cash and equivalents | 9.0 | 404 | 1,583 | 657 |
| Other assets | 3,154 | 13,406 | 14,902 | 18,662 |
| Total assets | 3,205 | 14,157 | 17,047 | 27,409 |
| Filing | 10-K | 10-K | 10-K | |
At the fiscal year end; the TTM column is the latest quarter end.
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Both totals are the company's own. Other liabilities is the filed total less the rows above it: payables, deferred revenue, taxes, borrowings the rows above do not carry and the rest; other assets is the same on the other side. Investments add the current and non-current lines as filed. Debt is the company's own stated total where it files one, otherwise its long-term debt with the current maturities, never parts added together. A row is left blank in a year where the lines shown overlap and the remainder would fall below nil.Compounded growth
| 10 years | 5 years | 3 years | TTM | |
|---|---|---|---|---|
| Sales growth, compounded | n/a | n/a | n/a | 47.9% |
| Profit growth, compounded | n/a | n/a | n/a | n/a |
| Return on equity, average | n/a | n/a | 61.4% | 22.8% |
Yearly growth, compounded; TTM is the last four quarters against the four before.
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Return on equity is net income over shareholders' equity at each year end, averaged over the window (the TTM column is the latest year alone); equity is the parent's shareholders' equity as tagged in the 10-K. Arithmetic on filed numbers, nothing forecast.Questions
What was Brookfield Asset Management's revenue in fiscal 2025?
Brookfield Asset Management (BAM) reported revenue of $4.8 billion for fiscal 2025, the year ended 31 December 2025, up 21.0% on the year before.
How much did Brookfield Asset Management earn in fiscal 2025?
Net income was $2.0 billion for fiscal 2025, and diluted earnings per share $1.52.
What is Brookfield Asset Management's market cap?
The market cap of Brookfield Asset Management was $85.5 billion at the close of 10 November 2026.
Does Brookfield Asset Management pay a dividend?
Yes. Brookfield Asset Management declared $1.95 a share in dividends over the four quarters to 30 September 2026.
Peers: Trading
| Company | Market cap | P/E | ROE | Op. margin | Sales growth TTM | Debt to equity | Div. yield |
|---|---|---|---|---|---|---|---|
| Blackstone Inc. BX | $93.1 billion | 27.23 | 40.2% | 47.9% | 22.1% | 1.53 | 3.8% |
| KKR & Co. Inc. KKR | $90.4 billion | 29.41 | 11.3% | n/a | 19.8% | 1.75 | 0.8% |
| Brookfield Asset Management Ltd. BAM | $85.5 billion | n/a | n/a | 57.8% | 47.9% | 0.36 | 3.6% |
| Apollo Global Management, Inc. APO | $72.5 billion | n/a | -5.8% | 9.8% | 12.2% | 0.92 | 1.7% |
| Ameriprise Financial Inc. AMP | $45.2 billion | 11.70 | 81.4% | 26.8% | 10.0% | 1.17 | n/a |
| Ares Management Corp. ARES | $43.7 billion | n/a | 11.3% | 17.7% | 7.6% | 2.03 | 3.7% |
| T. Rowe Price Group, Inc. TROW | $23.6 billion | 11.21 | 19.2% | 32.0% | 6.9% | 0.00 | 4.7% |
| TPG Inc. TPG | $18.8 billion | 62.03 | 6.8% | n/a | 18.8% | 0.57 | 4.6% |
| Franklin Templeton Inc. BEN | $18.6 billion | 18.33 | 9.0% | 12.5% | 7.3% | 0.22 | 3.6% |
| Pershing Square Inc. PS | $17.7 billion | n/a | -9.0% | 0.2% | n/a | 0.21 | n/a |
| Blue OWL Capital Inc. OWL | $16.0 billion | 72.89 | 4.9% | -105.8% | 119.9% | 1.89 | 8.4% |
| Carlyle Group Inc. CG | $14.8 billion | 44.38 | 5.4% | 16.6% | -7.6% | 0.46 | 3.4% |
All 181 in Trading
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|---|---|---|---|---|---|---|---|
| Morgan Stanley MS | $293.6 billion | 14.89 | 17.5% | n/a | 16.2% | 3.32 | 2.2% |
| Goldman Sachs Group Inc. GS | $262.7 billion | 13.09 | 17.7% | n/a | 18.7% | 3.56 | 2.0% |
| BlackRock, Inc. BLK | $189.0 billion | 27.79 | 11.9% | 32.5% | 24.7% | 0.22 | 1.8% |
| Welltower Inc. WELL | $181.3 billion | 107.21 | 3.4% | -1.9% | 39.2% | 0.40 | 1.2% |
| Charles Schwab Corp. SCHW | $160.6 billion | 15.88 | 20.7% | n/a | 18.1% | 0.46 | 1.3% |
| Prologis, Inc. PLD | $123.6 billion | 28.72 | 7.6% | 54.8% | 7.2% | 0.66 | 3.2% |
| CME Group Inc. CME | $110.8 billion | 25.35 | 16.8% | 65.7% | 9.0% | 0.13 | 3.7% |
| Equinix Inc. EQIX | $104.0 billion | 63.08 | 11.3% | 22.5% | 11.1% | 1.57 | 1.9% |
| Intercontinental Exchange, Inc. ICE | $98.4 billion | 24.06 | 13.9% | 40.6% | 12.1% | 0.78 | 1.2% |
| Blackstone Inc. BX | $93.1 billion | 27.23 | 40.2% | 47.9% | 22.1% | 1.53 | 3.8% |
| KKR & Co. Inc. KKR | $90.4 billion | 29.41 | 11.3% | n/a | 19.8% | 1.75 | 0.8% |
| American Tower Corp. AMT | $88.3 billion | 26.84 | 94.2% | 44.8% | 5.3% | 10.69 | 3.7% |
| Brookfield Asset Management Ltd. BAM | $85.5 billion | n/a | n/a | 57.8% | 47.9% | 0.36 | 3.6% |
| Simon Property Group Inc. SPG | $75.8 billion | 16.92 | 110.4% | 45.9% | 16.2% | 6.96 | 3.8% |
| Robinhood Markets, Inc. HOOD | $73.2 billion | 37.48 | 19.7% | 45.7% | 20.9% | 0.26 | n/a |
| Apollo Global Management, Inc. APO | $72.5 billion | n/a | -5.8% | 9.8% | 12.2% | 0.92 | 1.7% |
| Digital Realty Trust, Inc. DLR | $67.8 billion | 75.69 | 3.3% | 16.2% | 20.0% | 0.69 | n/a |
| Public Storage PSA | $62.8 billion | 35.17 | 13.1% | 34.5% | 5.2% | 0.84 | 3.6% |
| Nasdaq, Inc. NDAQ | $61.4 billion | 30.05 | 17.4% | 29.7% | 11.9% | 0.73 | 1.1% |
| Realty Income Corp. O | $56.6 billion | 41.07 | 3.4% | 20.5% | 10.8% | 0.79 | 5.4% |
| Vivmark Residential VMRK | $50.9 billion | 243.59 | -0.4% | -5.5% | 15.6% | 0.47 | 4.3% |
| Ventas, Inc. VTR | $47.8 billion | 170.47 | 1.7% | 3.2% | 22.1% | 0.79 | 2.3% |
| Ameriprise Financial Inc. AMP | $45.2 billion | 11.70 | 81.4% | 26.8% | 10.0% | 1.17 | n/a |
| Ares Management Corp. ARES | $43.7 billion | n/a | 11.3% | 17.7% | 7.6% | 2.03 | 3.7% |
| Crown Castle Inc. CCI | $38.1 billion | 47.04 | n/a | 47.1% | -15.7% | n/a | 4.8% |
| Cboe Global Markets, Inc. CBOE | $38.1 billion | 25.93 | 25.0% | 36.4% | 14.3% | 0.24 | 0.8% |
| Interactive Brokers Group, Inc. IBKR | $35.2 billion | 29.83 | 18.9% | n/a | 19.7% | n/a | 0.4% |
| Extra Space Storage Inc. EXR | $33.2 billion | 32.31 | 8.1% | 43.8% | 4.1% | 1.04 | 4.1% |
| Iron Mountain Inc. IRM | $33.0 billion | 72.46 | n/a | 19.5% | 17.5% | n/a | 3.1% |
| Raymond James Financial Inc. RJF | $32.3 billion | 14.65 | 18.2% | n/a | 10.5% | 0.07 | 1.2% |
| Tradeweb Markets Inc. TW | $30.1 billion | 30.43 | 13.7% | 44.1% | 14.4% | 0.00 | 0.4% |
| Nomura Holdings Inc. NMR * | $27.6 billion | 12.63 | 9.8% | n/a | 14.0% | n/a | 4.3% |
| Vici Properties Inc. VICI | $27.5 billion | 11.47 | 8.1% | n/a | 4.7% | 0.58 | 7.2% |
| LPL Financial Holdings Inc. LPLA | $24.0 billion | 17.70 | 24.0% | 9.2% | 31.0% | 1.34 | 0.4% |
| T. Rowe Price Group, Inc. TROW | $23.6 billion | 11.21 | 19.2% | 32.0% | 6.9% | 0.00 | 4.7% |
| Royal Gold Inc. RGLD | $23.2 billion | 27.68 | 10.8% | 62.0% | 105.2% | 0.02 | 0.7% |
| SBA Communications Corp. SBAC | $20.0 billion | 20.64 | n/a | 47.7% | 2.3% | n/a | 2.5% |
| Texas Pacific Land Corp. TPL | $18.9 billion | 32.27 | 32.6% | 75.5% | 25.3% | 0.00 | 0.8% |
| TPG Inc. TPG | $18.8 billion | 62.03 | 6.8% | n/a | 18.8% | 0.57 | 4.6% |
| Franklin Templeton Inc. BEN | $18.6 billion | 18.33 | 9.0% | 12.5% | 7.3% | 0.22 | 3.6% |
| Host Hotels & Resorts, Inc. HST | $17.8 billion | 18.93 | 14.8% | 14.8% | 5.0% | 0.80 | 5.8% |
| Essex Property Trust, Inc. ESS | $17.8 billion | 51.21 | 6.6% | 29.5% | 4.5% | 1.25 | 3.7% |
| Pershing Square Inc. PS | $17.7 billion | n/a | -9.0% | 0.2% | n/a | 0.21 | n/a |
| Kimco Realty Corp. KIM | $17.1 billion | 24.00 | 7.4% | 40.1% | 3.5% | 0.83 | 4.1% |
| Lamar Advertising Co. LAMR | $16.6 billion | 28.81 | 55.8% | 32.1% | 5.1% | 3.39 | 4.1% |
| Blue OWL Capital Inc. OWL | $16.0 billion | 72.89 | 4.9% | -105.8% | 119.9% | 1.89 | 8.4% |
| W. P. Carey Inc. WPC | $15.0 billion | 22.53 | 7.4% | 43.8% | 9.0% | 1.00 | 5.7% |
| Weyerhaeuser Co. WY | $14.9 billion | 32.75 | 4.8% | 11.7% | -1.1% | 0.57 | 4.1% |
| Omega Healthcare Investors Inc. OHI | $14.8 billion | 19.56 | 13.8% | 73.4% | 14.0% | 0.73 | 5.5% |
| Carlyle Group Inc. CG | $14.8 billion | 44.38 | 5.4% | 16.6% | -7.6% | 0.46 | 3.4% |
| Annaly Capital Management Inc. NLY | $14.7 billion | 13.08 | 7.1% | n/a | 28.4% | 2.43 | 15.0% |
| Sun Communities Inc. SUI | $14.3 billion | n/a | -14.7% | 4.2% | 2.9% | 0.72 | 3.7% |
| Healthpeak Properties, Inc. DOC | $14.1 billion | 37.83 | 4.8% | 4.0% | 9.4% | 1.19 | 6.0% |
| Regency Centers Corp. REG | $14.0 billion | 27.34 | 7.7% | 72.0% | 8.4% | 0.72 | 3.9% |
| Mid-America Apartment Communities, Inc. MAA | $13.8 billion | 36.03 | 7.3% | n/a | 1.0% | 1.10 | 5.1% |
| American Healthcare REIT, Inc. AHR | $13.7 billion | 121.20 | 1.7% | 20.2% | 21.5% | 0.25 | 1.7% |
| SEI Investments Co. SEIC | $13.1 billion | 19.20 | 28.3% | 29.4% | 12.8% | 0.01 | 0.9% |
| Invesco Ltd. IVZ | $12.7 billion | n/a | -2.5% | -4.5% | 13.7% | 0.10 | 2.9% |
| Equity Lifestyle Properties Inc. ELS | $12.2 billion | 30.88 | 23.1% | 26.1% | 3.2% | 1.89 | 3.4% |
| Udr, Inc. UDR | $11.8 billion | 17.30 | 22.3% | 52.2% | 0.6% | 1.84 | 4.7% |
| American Homes 4 Rent AMH | $11.7 billion | 26.88 | 6.7% | 15.2% | 3.5% | 0.77 | 3.9% |
| Stifel Financial Corp. SF | $11.7 billion | 12.58 | 16.1% | n/a | 10.9% | 0.10 | 1.8% |
| Gaming & Leisure Properties, Inc. GLPI | $11.4 billion | 12.00 | 18.9% | 79.1% | 7.3% | 1.63 | 8.2% |
| Evercore Inc. EVR | $11.2 billion | 16.20 | 39.2% | 21.3% | 36.6% | 0.28 | 1.2% |
| Jefferies Financial Group Inc. JEF | $11.0 billion | n/a | 8.3% | n/a | 17.7% | 1.72 | 3.3% |
| Eastgroup Properties Inc. EGP | $10.7 billion | 33.67 | 8.9% | 40.8% | 10.4% | 0.51 | 3.2% |
| Houlihan Lokey, Inc. HLI | $10.3 billion | 24.84 | 17.5% | 20.3% | -0.4% | 0.00 | 1.8% |
| Janus Living, Inc. JAN | $10.2 billion | n/a | 0.2% | n/a | n/a | 0.00 | n/a |
| Freedom Holding Corp. FRHC | $10.2 billion | n/a | n/a | n/a | n/a | n/a | n/a |
| Bxp, Inc. BXP | $10.1 billion | 19.02 | 10.3% | 29.2% | 2.7% | 3.20 | 4.4% |
| CubeSmart CUBE | $10.1 billion | 29.81 | 14.0% | 40.8% | 3.3% | 1.43 | 4.7% |
| CareTrust REIT, Inc. CTRE | $10.0 billion | 24.42 | 6.8% | 54.6% | 43.6% | 0.39 | 3.9% |
| Camden Property Trust CPT | $10.0 billion | 9.31 | 24.6% | n/a | -1.0% | 0.93 | 4.2% |
| Affiliated Managers Group, Inc. AMG | $9.9 billion | 14.01 | 29.1% | 15.7% | 14.5% | 1.13 | 0.0% |
| Federal Realty Investment Trust FRT | $9.8 billion | 22.75 | 13.6% | 47.7% | 7.8% | 1.50 | 4.0% |
| Ryman Hospitality Properties, Inc. RHP | $9.6 billion | 33.47 | 20.2% | 19.6% | 12.9% | 3.40 | 3.5% |
| Brixmor Property Group Inc. BRX | $9.3 billion | 22.14 | 14.1% | n/a | 5.7% | 1.76 | 4.1% |
| Morningstar, Inc. MORN | $9.1 billion | 21.52 | 43.4% | 24.5% | 9.4% | 1.64 | 0.8% |
| Agree Realty Corp. ADC | $9.1 billion | 36.01 | 3.5% | 48.9% | 17.7% | 0.54 | 3.8% |
| Virtu Financial, Inc. VIRT | $9.0 billion | 8.48 | 31.1% | 32.4% | 26.1% | 2.38 | 1.7% |
| Rexford Industrial Realty, Inc. REXR | $8.2 billion | n/a | -6.4% | 39.8% | -2.0% | 0.39 | 4.6% |
| NNN REIT, Inc. NNN | $8.1 billion | 19.88 | 8.7% | 62.9% | 7.3% | 1.10 | 5.8% |
| Lineage, Inc. LINE | $7.9 billion | n/a | -2.9% | 1.4% | -0.1% | 0.89 | 6.1% |
| Victory Capital Holdings, Inc. VCTR | $7.8 billion | 23.25 | 18.8% | 40.4% | 36.9% | 0.40 | 1.5% |
| Alexandria Real Estate Equities, Inc. ARE | $7.8 billion | n/a | -9.7% | -85.8% | -9.9% | 0.87 | 6.4% |
| InterDigital, Inc. IDCC | $7.5 billion | 32.21 | 25.2% | 45.1% | -12.0% | 0.25 | 1.0% |
| First Industrial Realty Trust Inc. FR | $7.3 billion | 20.43 | 12.9% | 41.6% | 8.5% | 0.96 | 3.5% |
| Macerich Co. MAC | $7.3 billion | n/a | -3.6% | -12.0% | -1.3% | 1.90 | 2.7% |
| Stag Industrial, Inc. STAG | $7.2 billion | 26.51 | 7.4% | 37.7% | 9.3% | 0.94 | 4.1% |
| StoneX Group Inc. SNEX | $6.8 billion | 9.82 | 18.5% | n/a | 48.7% | 6.97 | n/a |
| Vornado Realty Trust VNO | $6.6 billion | n/a | 0.2% | n/a | 1.6% | 1.27 | 2.1% |
| Healthcare Realty Trust Inc. HR | $6.6 billion | n/a | -1.1% | n/a | -5.8% | 1.04 | 5.0% |
| Rayonier Inc. RYN | $6.4 billion | 37.03 | 3.0% | 12.0% | 24.1% | 0.35 | 4.9% |
| Essential Properties Realty Trust, Inc. EPRT | $6.2 billion | 22.82 | 5.8% | 60.6% | 20.4% | 0.66 | 4.5% |
| Dolby Laboratories, Inc. DLB | $6.1 billion | 27.51 | 8.8% | 17.7% | 0.6% | 0.00 | 2.2% |
| StepStone Group Inc. STEP | $5.9 billion | n/a | n/a | -25.4% | 51.6% | n/a | 3.0% |
| Marketaxess Holdings Inc. MKTX | $5.8 billion | 20.21 | 22.9% | 39.1% | 3.9% | 0.07 | 1.9% |
| Outfront Media Inc. OUT | $5.8 billion | 22.52 | 36.6% | 20.7% | 9.1% | 3.59 | 3.7% |
| SSR Mining Inc. SSRM | $5.6 billion | 23.90 | 7.7% | 40.9% | 39.4% | 0.00 | n/a |
| Sabra Health Care REIT, Inc. SBRA | $5.6 billion | 76.16 | 2.5% | n/a | 23.4% | 0.86 | 5.6% |
| Galaxy Digital Inc. GLXY | $5.4 billion | n/a | -27.2% | -3.2% | -19.6% | 3.30 | n/a |
| Hamilton Lane Inc. HLNE | $5.4 billion | 14.28 | 28.2% | 43.7% | 18.9% | 0.27 | n/a |
| Phillips Edison & Company, Inc. PECO | $5.3 billion | 28.61 | 7.5% | n/a | 7.0% | 1.05 | 5.5% |
| BGC Group, Inc. BGC | $5.2 billion | 22.57 | 22.3% | 5.1% | 22.9% | 1.63 | 0.7% |
| Rithm Capital Corp. RITM | $5.2 billion | n/a | n/a | n/a | n/a | 3.50 | 10.8% |
| Kite Realty Group Trust KRG | $5.1 billion | 15.96 | 12.4% | 17.4% | -7.3% | 1.02 | 4.5% |
| Howard Hughes Holdings Inc. HHH | $5.1 billion | 33.47 | 4.3% | 18.1% | 42.8% | 1.44 | n/a |
| HA Sustainable Infrastructure Capital, Inc. HASI | $5.0 billion | 40.59 | 5.5% | n/a | 22.6% | 2.36 | 4.3% |
| Cousins Properties Inc. CUZ | $4.9 billion | 328.78 | 0.3% | 68.3% | 8.5% | 0.80 | 4.3% |
| Federated Hermes, Inc. FHI | $4.8 billion | 11.85 | 32.5% | 27.8% | 13.2% | 0.27 | 2.2% |
| Apple Hospitality REIT, Inc. APLE | $4.8 billion | 25.54 | 5.9% | 18.3% | 3.2% | 0.47 | 4.8% |
| EPR Properties EPR | $4.7 billion | 17.29 | 12.7% | 59.0% | 7.3% | 1.43 | 6.0% |
| Americold Realty Trust COLD | $4.6 billion | 19.43 | 7.9% | 15.1% | 1.3% | 1.03 | 5.7% |
| Tanger Inc. SKT | $4.6 billion | n/a | n/a | n/a | n/a | 2.44 | n/a |
| Lazard, Inc. LAZ | $4.5 billion | 24.87 | 19.5% | 8.1% | 9.2% | 1.78 | 4.9% |
| Piper Sandler Companies PIPR | $4.5 billion | 15.70 | 21.9% | n/a | 21.1% | n/a | 3.0% |
| Starwood Property Trust, Inc. STWD | $4.3 billion | n/a | -4.0% | -12.7% | 14.4% | 3.40 | 16.1% |
| Kilroy Realty Corp. KRC | $4.2 billion | 149.44 | 0.6% | n/a | -3.6% | 0.84 | 6.0% |
| PJT Partners Inc. PJT | $3.8 billion | 22.14 | 52.5% | 20.5% | 10.2% | 0.00 | 0.6% |
| Cohen & Steers, Inc. CNS | $3.8 billion | 22.60 | 27.8% | 32.4% | 8.6% | 0.00 | 3.6% |
| Copt Defense Properties CDP | $3.7 billion | 22.18 | 11.0% | 30.2% | 7.2% | 1.67 | 3.9% |
| LXP Industrial Trust LXP | $3.6 billion | 31.54 | 5.9% | 15.9% | -3.5% | 0.66 | 4.5% |
| Miami International Holdings, Inc. MIAX | $3.6 billion | 13.23 | 24.3% | 10.9% | n/a | 0.00 | n/a |
| SL Green Realty Corp. SLG | $3.6 billion | n/a | -3.7% | 61.7% | 9.7% | 1.25 | 5.2% |
| Independence Realty Trust, Inc. IRT | $3.5 billion | 57.88 | 1.8% | 16.6% | 3.1% | 0.72 | 4.7% |
| Acadian Asset Management Inc. AAMI | $3.4 billion | 28.64 | n/a | 25.5% | 27.9% | n/a | 0.3% |
| Highwoods Properties, Inc. HIW | $3.4 billion | 18.50 | 7.8% | 67.2% | 5.4% | 1.48 | 6.4% |
| Broadstone Net Lease, Inc. BNL | $3.4 billion | 23.49 | 5.1% | 46.0% | 8.0% | 1.01 | 6.5% |
| National Health Investors Inc. NHI | $3.3 billion | 4.76 | 33.4% | n/a | 28.2% | 0.50 | 5.5% |
| Artisan Partners Asset Management Inc. APAM | $3.3 billion | 9.42 | 69.7% | 33.4% | 8.7% | 0.43 | 7.8% |
| WisdomTree, Inc. WT | $3.1 billion | 29.24 | 24.8% | 39.9% | 45.2% | 2.38 | 0.6% |
| DiamondRock Hospitality Co. DRH | $3.0 billion | 18.62 | 10.7% | 16.6% | 2.1% | 0.71 | 2.8% |
| Acadia Realty Trust AKR | $2.7 billion | 70.93 | 2.0% | 53.3% | -0.3% | 0.78 | 4.0% |
| CoreCivic, Inc. CXW | $2.7 billion | 2.04 | 63.5% | 9.9% | 26.9% | 0.28 | n/a |
| Four Corners Property Trust, Inc. FCPT | $2.6 billion | 21.59 | 7.3% | n/a | 10.2% | 0.96 | 6.2% |
| InvenTrust Properties Corp. IVT | $2.5 billion | 86.81 | 1.6% | -7.7% | 12.6% | 0.58 | 3.1% |
| Pebblebrook Hotel Trust PEB | $2.5 billion | n/a | -2.9% | 3.1% | 2.8% | 0.89 | 0.2% |
| LTC Properties Inc. LTC | $2.4 billion | 4.66 | 30.8% | 58.5% | 70.4% | 0.60 | 5.1% |
| Netstreit Corp. NTST | $2.4 billion | 85.95 | 1.1% | 32.5% | 27.1% | 0.60 | 4.7% |
| SmartStop Self Storage REIT, Inc. SMA | $2.1 billion | 66.59 | 2.9% | 22.9% | 20.7% | 1.00 | n/a |
| RLJ Lodging Trust RLJ | $2.0 billion | 128.85 | 1.7% | 10.0% | 4.1% | 1.03 | 4.5% |
| Diversified Healthcare Trust DHC | $1.8 billion | n/a | -9.9% | -2.3% | -3.8% | 1.60 | 0.5% |
| Douglas Emmett Inc. DEI | $1.7 billion | n/a | -1.1% | 18.8% | 1.8% | 3.14 | 7.6% |
| CBL & Associates Properties Inc. CBL | $1.6 billion | 10.67 | 36.4% | 29.5% | 7.9% | 4.80 | n/a |
| Global Net Lease, Inc. GNL | $1.5 billion | n/a | -3.4% | 37.9% | -21.8% | 1.78 | 11.0% |
| American Assets Trust, Inc. AAT | $1.3 billion | 61.57 | 1.9% | 23.6% | 1.1% | 1.52 | 6.3% |
| Alexanders Inc. ALX | $1.3 billion | 6.71 | 83.9% | n/a | 8.2% | 3.67 | 7.2% |
| UMH Properties, Inc. UMH | $1.3 billion | 298.00 | 0.5% | n/a | 8.5% | 0.97 | 6.0% |
| Medical Properties Trust Inc. MPT | $1.1 billion | 4.45 | 5.4% | 3.7% | 10.5% | 2.00 | 19.7% |
| Ridgepost Capital, Inc. RPC | $1.1 billion | 31.71 | 6.8% | 27.2% | 8.2% | 0.92 | 1.5% |
| Easterly Government Properties, Inc. DEA | $1.1 billion | 77.67 | 1.1% | 23.9% | 11.4% | 1.28 | 8.0% |
| Oppenheimer Holdings Inc. OPY | $979 million | 12.30 | 8.7% | 7.2% | 13.9% | n/a | 0.8% |
| Centerspace CSR | $962 million | 10.70 | 11.5% | 56.1% | -6.0% | 1.02 | 5.4% |
| Orchid Island Capital, Inc. ORC | $954 million | 98.00 | -0.5% | 95.7% | 74.8% | 9.21 | 26.9% |
| Abacus Global Management, Inc. ABX | $888 million | 33.89 | 6.5% | 31.8% | 65.3% | 0.76 | n/a |
| Digital Turbine, Inc. APPS | $882 million | n/a | -2.6% | 11.5% | 21.6% | 1.80 | n/a |
| Virtus Investment Partners, Inc. VRTS | $864 million | 8.15 | 11.6% | 14.5% | -8.2% | 0.43 | 7.3% |
| Empire State Realty Trust, Inc. ESRT | $825 million | n/a | -0.2% | -4.9% | 1.7% | 2.17 | 2.7% |
| Summit Hotel Properties, Inc. INN | $802 million | n/a | -2.5% | 9.9% | 2.4% | 1.65 | 4.3% |
| CTO Realty Growth, Inc. CTO | $792 million | 17.92 | 6.5% | 37.5% | 15.9% | 1.05 | n/a |
| Postal Realty Trust, Inc. PSTL | $761 million | 39.88 | 4.7% | 38.2% | 22.3% | 0.94 | 4.3% |
| Chatham Lodging Trust CLDT | $759 million | 101.84 | 2.2% | 13.4% | 3.8% | 0.56 | 2.4% |
| Safehold Inc. SAFE | $730 million | 6.41 | 4.7% | 24.9% | 16.5% | 1.95 | 6.9% |
| JBG Smith Properties JBGS | $726 million | n/a | -20.4% | 0.8% | 3.0% | 2.54 | 5.7% |
| Saul Centers, Inc. BFS | $715 million | 31.32 | 11.6% | 66.7% | 9.2% | 5.58 | 8.2% |
| Service Properties Trust SVC | $711 million | 14.80 | -65.1% | -6.1% | -15.6% | 6.35 | 2.7% |
| PennyMac Mortgage Investment Trust PMT | $686 million | 17.11 | 4.6% | 22.3% | -11.5% | 1.79 | 20.3% |
| Chimera Investment Corp. CIM | $584 million | n/a | -7.9% | n/a | 12.4% | 4.09 | 24.6% |
| Universal Health Realty Income Trust UHT | $539 million | 26.76 | 14.5% | 35.9% | -0.0% | 2.84 | 7.7% |
| Brandywine Realty Trust BDN | $526 million | n/a | -21.5% | 19.0% | 3.5% | 3.73 | 10.3% |
| TPG RE Finance Trust, Inc. TRTX | $497 million | 16.79 | 4.4% | n/a | -2.4% | 4.10 | 14.7% |
| Franklin BSP Realty Trust, Inc. FBRT | $483 million | n/a | 1.4% | n/a | 16.4% | 2.92 | 15.0% |
| One Liberty Properties Inc. OLP | $447 million | 18.70 | 8.6% | 48.3% | 10.7% | 1.83 | 8.5% |
| BrightSpire Capital, Inc. BRSP | $408 million | 23.36 | 2.2% | 27.0% | 2.5% | 2.98 | 19.6% |
| Industrial Logistics Properties Trust ILPT | $405 million | n/a | -14.9% | 33.7% | 3.5% | 9.85 | 4.1% |
| NexPoint Residential Trust, Inc. NXRT | $403 million | n/a | -16.6% | 10.6% | 0.7% | 7.24 | 13.4% |
| Farmland Partners Inc. FPI | $369 million | 54.94 | 2.3% | 12.4% | -5.6% | 0.56 | 15.8% |
| Apollo Commercial Real Estate Finance Liquidating Trust ARI | $297 million | 2.90 | 10.5% | 35.1% | -14.7% | n/a | 43.1% |
| Arbor Realty Trust Inc. ABR | $274 million | n/a | -4.2% | n/a | -12.9% | 4.41 | 63.9% |
| Mesabi Trust MSB | $226 million | 34.78 | 36.9% | n/a | -87.6% | 0.00 | n/a |
| North European Oil Royalty Trust NRT | $64 million | n/a | n/a | n/a | n/a | n/a | n/a |
28 companies share its SEC industry code (Investment Advice); the rest are the names nearest in size in its wider industry, Trading, one of the Fama-French 48 industries, a published grouping of SEC industry codes.
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By market capitalisation; a click on a heading sorts by it, largest first, and a second click turns it round. Each figure is the same arithmetic as the ratio box above, on each company's own filings and latest close; a name marked * is a foreign company that files once a year, on its latest fiscal year.The public record on BAM
| Dividends | $1.945 a share over the four quarters to 30 September 2026, a 3.64% yield |
| Filings | 45 in twelve months: 39 current reports (8-K), about 31 other events; 3 results of operations; 2 regulation FD disclosure; 2 material agreement; 2 new financial obligation |
| Planned insider sales | no Form 144 notice in twelve months |
| Options tape | put/call 1.22 by open interest at the 10 November 2026 close; the straddle prices a 4.9% move to 20 November 2026 |
| 13F holders | 626 funds reported a position for the quarter to 30 June 2026; largest Brookfield Corp |
| Insider trading | 0 sales and 0 purchases on Form 4 in twelve months |
| Congress | 0 House trades disclosed in six months |
| Short interest | 23.7 million shares short, 10.45 days to cover at 30 October 2026 |
| Documents | the 10-K, the 10-Qs and 3 earnings press releases, each linked |
Filings
| Filing | Period | Filed | Where |
|---|---|---|---|
| 10-Q | 30 September 2026 | 9 November 2026 | EDGAR |
| 10-Q | 30 June 2026 | 10 August 2026 | EDGAR |
| 10-Q | 31 March 2026 | 8 May 2026 | EDGAR |
| 10-K | 31 December 2025 | 2 March 2026 | EDGAR |
| 10-Q | 30 September 2025 | 10 November 2025 | EDGAR |
| 10-Q | 30 June 2025 | 8 August 2025 | EDGAR |
| 10-Q | 31 March 2025 | 9 May 2025 | EDGAR |
| 10-K | 31 December 2024 | 17 March 2025 | EDGAR |
| 40-F | 31 December 2023 | 19 March 2024 | EDGAR |
| 20-F | 31 December 2022 | 3 April 2023 | EDGAR |
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