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Brookfield Asset Management VotingC
NYSE / Financial Services
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2026-07-18
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2026-07-17
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Earnings documents stored for BAM.

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Investor releaseQuarter not tagged2026-07-17

Brookfield Shareholders Back New BN Deal as Firm Targets 20% Earnings Growth

MarketBeat

Interested in Brookfield Corporation? Here are five stocks we like better. Brookfield shareholders approved a major transaction to combine Brookfield Corporation and Brookfield Wealth Solutions into a single publicly traded entity, “New BN,” pending remaining court, shareholder, and regulatory approvals. The deal is expected to close in late fourth quarter 2026. The company said the combination should simplify Brookfield’s structure, improve capital efficiency, and potentially broaden global index inclusion by giving the insurance business direct access to Brookfield’s large permanent capital base. Management outlined a strong growth outlook, saying Brookfield is positioned to grow earnings by more than 20% annually over the next five years, with distributable earnings expected to rise from $2.54 per share now to $5.85 per share by 2030 before capital allocation benefits. Beyond the AI Trade: 3 Defensive Stocks Built for Stability Brookfield (NYSE:BN) shareholders approved a key transaction resolution at the company’s annual and special meeting, advancing a plan to combine Brookfield Corporation and Brookfield Wealth Solutions Ltd. under a single publicly traded company referred to during the meeting as New BN. Frank McKenna, chair of Brookfield’s board, said the transaction is intended to “further simplify our corporate structure, create a more capital-efficient platform to support Brookfield’s long-term growth, and open a path to broader global index inclusion.” He described the combination as “the next evolution of Brookfield as a globally diversified and fully integrated insurance and investment organization.” → 3 Space Stocks That Could Outshine SpaceX After Its IPO 3 Stocks to Ride the Manufacturing Sector's Big Comeback The vote was held pursuant to an order of the Ontario Superior Court of Justice. McKenna said the final court hearing to approve the transaction is scheduled for July 21, 2026, and that the deal is expected to close in late fourth quarter 2026, subject to customary closing conditions, including approval by Brookfield Wealth Solutions shareholders and other legal and regulatory approvals. At the formal portion of the meeting, Brookfield shareholders elected 16 directors. The nominees for Class A limited voting shareholders were Elyse Allan, Ang Eng Seng, Janice Fukakusa, Maureen Kempston Darkes, Frank McKenna, Hutham Olayan, Satish Rai...

Investor releaseQuarter not tagged2026-07-17

Brookfield Announces Shareholder Approval of Transaction to Simplify Corporate Structure and Results of 2026 Annual and Special Meeting

GlobeNewswire

BROOKFIELD, NEWS, July 16, 2026 (GLOBE NEWSWIRE) -- Brookfield Corporation (“Brookfield”) (NYSE: BN, TSX: BN) today announced that the transaction to simplify its corporate structure (the “Transaction”) received shareholder approval at its annual and special meeting of shareholders held on July 16, 2026 (the “Meeting”). Upon completion of the Transaction, Brookfield Corporation Ltd., which will be listed on the TSX and NYSE under the symbol “BN”, will be the new parent entity of the group. Completion of the Transaction is subject to customary conditions and is expected to close by year-end, subject to receipt of all applicable regulatory approvals. In addition, Brookfield announced that all eight nominees proposed for election to the board of directors by holders of Class A Limited Voting Shares (“Class A Shares”) and all eight nominees proposed for election to the board of directors by the holder of Class B Limited Voting Shares (“Class B Shares”) were elected at the Meeting. Detailed results of the vote for the election of directors are set out below. Management received the following proxies from holders of Class A Shares in regard to the election of the eight directors nominated by this shareholder class: Management received a proxy from the holder of Class B Shares to vote all 85,120 Class B Shares for each of the eight directors nominated by this shareholder class: A summary of all votes cast by holders of the Class A Shares and Class B Shares represented at the Meeting is available on EDGAR at www.sec.gov/edgar or SEDAR+ at www.sedarplus.ca. About Brookfield Corporation Brookfield Corporation is a leading global investment firm focused on building long-term wealth for institutions and individuals around the world. We have three core businesses: Asset Management, Wealth Solutions, and our Operating Businesses which are in infrastructure, energy, private equity, and real estate. We have a track record of delivering 15%+ annualized returns to shareholders for over 30 years, supported by our unrivaled investment and operational experience. Our conservatively managed balance sheet, extensive operational experience, and global sourcing networks allow us to consistently access unique opportunities. At the center of our success is the Brookfield Ecosystem, which is based on the fundamental principle that each group within Brookfield benefits from being part o...

Investor releaseQuarter not tagged2026-07-16

Brookfield Asset Management (TSX:BAM) Stock Looks Stretched On Fair Value But Reasonable On Earnings

Simply Wall St.

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Brookfield Asset Management stock has delivered a 72.4% gain over the past three years, yet the latest Excess Returns intrinsic value estimate suggests the shares trade at a premium to that model, while traditional multiples look roughly in line and the broader checks lean expensive rather than cheap. Over the past three years, Brookfield Asset Management has returned 72.4%, which puts more pressure on today’s price to be supported by future cash flows. Brookfield’s push into AI focused infrastructure, including expanded data center partnerships and related projects, can support long term growth expectations, but large capital needs and execution risk around these commitments may weigh on how much investors are willing to pay today. The company passes 0 of 6 valuation checks, which means the broader assessment suggests Brookfield Asset Management is not a clear bargain right now on Simply Wall St’s valuation scorecard. The issue now is whether Brookfield Asset Management’s current share price still offers enough potential upside relative to its intrinsic value estimate to justify that recent three year run. Find out why Brookfield Asset Management's -12.1% return over the last year is lagging behind its peers. The Excess Returns model examines how efficiently Brookfield Asset Management converts its equity base into profits, then compares those returns with the cost of that equity. For Brookfield, the model uses a Book Value of CA$4.74 per share and a Stable EPS of CA$2.34 per share, based on forward looking return on equity estimates from five analysts. With an Average Return on Equity of 41.51% and a Cost of Equity of CA$0.49 per share, the model calculates an Excess Return of CA$1.85 per share on a Stable Book Value of CA$5.63. That stream of excess returns is capitalised into an intrinsic value of CA$53.37 per share, which is meaningfully below the current share price and implies the stock is about 29.0% overvalued on this basis. Brookfield’s recent move to launch a CA$100b scale AI infrastructure fund helps explain why investors may be willing to pay a richer multiple than the model suggests. On the Excess Returns view, Brookfield Asset Management stock currently screens as overvalued relative to its projected retur...

Investor releaseQuarter not tagged2026-07-16

Will Higher Purchase Volumes Fuel Synchrony's Q2 Earnings Beat?

Zacks

Consumer financial services company, Synchrony Financial SYF, is set to report second-quarter 2026 results on July 21, before the opening bell. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings is currently pegged at $2.02 per shareon revenues of $4.67 billion. The second-quarter earnings estimate has witnessed no upward revision and three downward movements over the past 30 days. The bottom-line projection indicates a year-over-year decrease of 19.2%. The Zacks Consensus Estimate for quarterly revenues implies year-over-year growth of 3.4%. Image Source: Zacks Investment Research For full-year 2026, the Zacks Consensus Estimate for Synchrony’s revenues is pegged at $19.12 billion, implying an increase of 3.6% year over year. However, the consensus mark for the current year EPS is pegged at $9.34, signaling a decline of around 0.9% on a year-over-year basis. SYF’s earnings beat the consensus estimate in three of the last four quarters and met once, with the average surprise being 20.7%. Synchrony Financial price-eps-surprise | Synchrony Financial Quote Our proven model predicts a likely earnings beat for the company this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. That is precisely the case here. Synchronyhas an Earnings ESP of +2.07% and carries a Zacks Rank #3 at present. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter. Synchrony is expected to have seen advantages in the second quarter from increased net interest margin and higher purchase volumes. Our model predicts interest and fees on loans of $5.47 billion for the quarter, up 2.6% from a year ago. Higher figures from Health & Wellness and Digital are likely to have anchored the results. The Zacks Consensus Estimate for net interest margin is pegged at 15.31%, up from 14.78% achieved a year ago, increasing its profitability. The consensus mark for total purchase volumes indicates 5.1% year-over-year growth. The Zacks Consensus Estimate indicates that the total average active accounts are likely to increase 1.2% in the second quarter. The consensus mark for the net charge-offs ratio is pegged at 5.61, down from 5.70 a year ago. The above-mentioned factors are likely to have benefited the company in the second quarter, positioni...

Investor releaseQuarter not tagged2026-07-13

Will Brookfield (BAM) Beat Estimates Again in Its Next Earnings Report?

Zacks

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Brookfield Asset Management (BAM), which belongs to the Zacks Financial - Miscellaneous Services industry, could be a great candidate to consider. When looking at the last two reports, this investment manager has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 5.84%, on average, in the last two quarters. For the most recent quarter, Brookfield was expected to post earnings of $0.42 per share, but it reported $0.43 per share instead, representing a surprise of 2.38%. For the previous quarter, the consensus estimate was $0.43 per share, while it actually produced $0.47 per share, a surprise of 9.30%. For Brookfield, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank. Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Brookfield currently has an Earnings ESP of +4.55%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on August 5, 2026. With the Earnings ESP metric, it's important to note that a negative value reduces its predictive power; however, a negative Earnings ESP does not indicate an earnings m...

Investor releaseQuarter not tagged2026-07-06

Brookfield Asset Management to Host Second Quarter 2026 Results Conference Call

GlobeNewswire

NEW YORK, July 06, 2026 (GLOBE NEWSWIRE) -- Brookfield Asset Management Ltd. today announced it will host its second quarter 2026 conference call and webcast on Wednesday, August 5, 2026, at 10:00 a.m. ET. Results will be released that morning prior to 7:00 a.m. ET and will be available on our website at www.bam.brookfield.com/news-events/press-releases. Participants can join by conference call or webcast: Conference Call Please pre-register by conference call: https://register-conf.media-server.com/register/BI25c79b4fce1542938abfce53ebcca730 Upon registering, you will be emailed a dial-in number, and unique PIN. This process will bypass the operator and avoid the queue. Webcast Please join and register by webcast: https://edge.media-server.com/mmc/p/bqd6oehs About Brookfield Asset Management Brookfield Asset Management Ltd. (NYSE: BAM, TSX, BAM) is a leading global alternative asset manager, headquartered in New York, with over $1 trillion of assets under management across infrastructure, energy, private equity, real estate, and credit. We invest client capital for the long-term with a focus on real assets and essential service businesses that form the backbone of the global economy. We offer a range of alternative investment products to investors around the world — including public and private pension plans, endowments and foundations, sovereign wealth funds, financial institutions, insurance companies and private wealth investors. We draw on Brookfield’s heritage as an owner and operator to invest for value and generate strong returns for our clients, across economic cycles. For more information, please visit our website at www.bam.brookfield.com.

Investor releaseQuarter not tagged2026-06-22

Brookfield Announces Results of Conversion of its Series 24 Preference Shares

GlobeNewswire

BROOKFIELD, NEWS, June 22, 2026 (GLOBE NEWSWIRE) -- Brookfield Corporation (“Brookfield”) (NYSE: BN, TSX: BN) today announced that after having taken into account all election notices received by the deadline for the conversion of its Cumulative Class A Preference Shares, Series 24 (the “Series 24 Shares”) (TSX: BN.PR.R) into Cumulative Class A Preference Shares, Series 25 (the “Series 25 Shares”), there were 1,400 Series 24 Shares tendered for conversion, which is less than the one million shares required to give effect to conversion into Series 25 Shares. Accordingly, there will be no conversion of Series 24 Shares into Series 25 Shares and holders of Series 24 Shares will retain their Series 24 Shares. About Brookfield CorporationBrookfield Corporation is a leading global investment firm focused on building long-term wealth for institutions and individuals around the world. We have three core businesses: Asset Management, Wealth Solutions, and our Operating Businesses which are in energy, infrastructure, private equity, and real estate. We have a track record of delivering 15%+ annualized returns to shareholders for over 30 years, supported by our unrivaled investment and operational experience. Our conservatively managed balance sheet, extensive operational experience, and global sourcing networks allow us to consistently access unique opportunities. At the center of our success is the Brookfield Ecosystem, which is based on the fundamental principle that each group within Brookfield benefits from being part of the broader organization. Brookfield Corporation is publicly traded in New York and Toronto (NYSE: BN, TSX: BN). For more information, please contact:

Investor releaseQuarter not tagged2026-05-28

Rockpoint Q4 and FY Results Impacted By Brookfield 'Legacy Incentive Plans'; Co Says In a "Position of Strength" For FY27 and Lifts Dividend

MT Newswires

Rockpoint Gas Storage (RGSI.TO) reported lower net earnings year over year in the fiscal fourth quar

Investor releaseQuarter not tagged2026-05-16

Pershing Square Snapped Up Microsoft Shares, Exited Hilton, Slashed Alphabet Stake in First Quarter

Barrons.com

Pershing Square Capital Management, the hedge fund run by billionaire Bill Ackman, added Microsoft as a core holding during the first quarter of 2026, betting that the software giant will be a winner in the artificial-intelligence race. Pershing Square held 11 U.S.-listed equity positions with a disclosed market value of about $13.71 billion by the end of the first quarter, according to the fund’s latest 13F filing, which was submitted to the Securities and Exchange Commission on Friday. The top holding was Brookfield , valued at roughly $2.42 billion; followed by Amazon valued at $2.39 billion; and Uber valued at $2.15 billion.

Investor releaseQuarter not tagged2026-05-15

Partners Value Investments Inc. Announces Q1 2026 Interim Results

GlobeNewswire

TORONTO, May 15, 2026 (GLOBE NEWSWIRE) -- Partners Value Investments Inc. (the “Company”, TSXV: PVF.WT, PVF.PR.V, PVF.A) announced today its financial results for the three months ended March 31, 2026. All amounts are stated in United States dollar ("US dollar"). The Company recorded net income of $897 million for the three months ended March 31, 2026, compared to $972 million in the prior year period. The decrease in net income was primarily due to lower remeasurement gains associated with the Company's retractable common shares of $712 million compared to remeasurement gains of $953 million in the prior year period, partially offset by remeasurement gains on warrants of $125 million compared to remeasurement losses of $3 million in the prior year period, and remeasurement gains on exchangeable shares of $36 million compared to $nil in the prior year period. The Company's retractable common shares, exchangeable shares and warrants are classified as liabilities due to their retractable, exchangeable and convertible features, respectively. The remeasurement gains or losses on retractable common shares and exchangeable shares in a given period are driven by the respective depreciation or appreciation of the Partners Value Investments L.P.'s (the "Partnership") Equity LP unit ("Equity LP unit") price. The remeasurement gains or losses on warrants in a given period are driven by the respective depreciation or appreciation of the market price of a warrant. Adjusted Earnings is a non-IFRS measure that can be used to evaluate the performance of the Company, defined as net income (loss) attributable to the Company, excluding the impact of remeasurement gains (losses) on retractable common shares, exchangeable shares, and warrant liability, as well as dividends paid on retractable common shares. The Company recorded Adjusted Earnings of $32 million for the three months ended March 31, 2026, compared to $30 million in the prior year period. Adjusted Earnings increased due to favorable foreign currency movements as a result of the depreciation of the Canadian dollar against the US dollar and higher investment income, partially offset by valuation losses on our investment portfolio and higher preferred share dividends as a result of net new issuances compared with the prior year period. As at March 31, 2026, the market prices of a Brookfield Corporation (“BN”, NYSE/TSX:...

Investor releaseQuarter not tagged2026-05-15

Partners Value Investments L.P. Announces Q1 2026 Interim Results

GlobeNewswire

TORONTO, May 15, 2026 (GLOBE NEWSWIRE) -- Partners Value Investments L.P. (the “Partnership”, TSXV:PVF.UN, PVF.PR.U) announced today its financial results for the three months ended March 31, 2026. All amounts are stated in United States dollars ("US dollars"). The Partnership recorded net income of $31 million for the three months ended March 31, 2026, compared to $25 million in the prior year quarter. The increase in income was primarily driven by foreign currency translation gains and higher investment income, partially offset by valuation losses on our investment portfolio. Net income of $29 million was attributable to the Equity Limited Partners, and net income of $2 million was attributable to Preferred Limited Partners. As at March 31, 2026, the market prices of a Brookfield Corporation (“BN”, NYSE/TSX: BN) and a Brookfield Asset Management Ltd. (“BAM”, NYSE/TSX: BAM) share were $40.47 and $44.45, respectively. As at May 14, 2026, the market prices of a BN and BAM share were $47.53 and $49.42, respectively. Consolidated Statements of Operations Fully diluted NAV, a non-IFRS measure, is equal to total equity less General Partner equity, Preferred Limited Partners equity, carrying value of non-controlling interests, an adjustment for the fair value of non-controlling interests and deferred financing costs, plus the value of consideration to be received from the assumed exercise of outstanding warrants. The following table presents the changes in fully diluted NAV for the three months ended March 31, 2026 and 2025: Financial Profile The Partnership’s principal investments are its interest in approximately 181 million Class A Limited Voting Shares of BN and approximately 30 million Class A Limited Voting Shares of BAM, which it received pursuant to the spin-off of Brookfield Asset Management Ltd. from Brookfield Corporation in 2022 (collectively, the "Brookfield Shares"). This represents approximately an 8% interest in BN and a 2% interest in BAM as at March 31, 2026. In addition, the Partnership owns a diversified investment portfolio of marketable securities and private fund interests. The information in the following table has been extracted from the Partnership’s Consolidated Statements of Financial Position: Consolidated Statements of Financial Position Reconciliation of Non-IFRS Measure The following table reconciles fully diluted NAV to total equit...

Investor releaseQuarter not tagged2026-05-09

Brookfield Asset Management Announces Results of Annual Meeting of Shareholders

GlobeNewswire

NEW YORK, May 08, 2026 (GLOBE NEWSWIRE) -- Brookfield Asset Management Ltd. (NYSE: BAM, TSX: BAM) today announced that all 12 nominees proposed for election to the board of directors by holders of Class A Limited Voting Shares (“Class A Shares”) and Class B Limited Voting Shares (“Class B Shares”) were elected at the company’s annual and special meeting of shareholders held on May 7, 2026 in New York, NY. Detailed results of the vote for the election of directors are set out below. Management received the following proxies from holders of each of the Class A Shares and Class B Shares in regard to the election of the 12 directors nominated: A summary of all votes cast by holders of the Class A and Class B Shares represented at the company’s annual and special meeting of shareholders is available on EDGAR at www.sec.gov/edgar or on SEDAR+ at www.sedarplus.ca. About Brookfield Asset Management Brookfield Asset Management Ltd. (NYSE, TSX: BAM) is a leading global alternative asset manager, headquartered in New York, with over $1 trillion of assets under management across infrastructure, energy, private equity, real estate, and credit. We invest client capital for the long-term with a focus on real assets and essential service businesses that form the backbone of the global economy. We offer a range of alternative investment products to investors around the world — including public and private pension plans, endowments and foundations, sovereign wealth funds, financial institutions, insurance companies and private wealth investors. We draw on Brookfield’s heritage as an owner and operator to invest for value and generate strong returns for our clients, across economic cycles. For more information, please visit our website at www.bam.brookfield.com or contact:

As of 2026-07-18 • Updated weeklySource: Earnings sourceIngestion runbook