Brookfield Asset Management Ltd. (BAM) stock
Close on Nov 13, 2026Market cap $82.31BP/E –Yield –
Brookfield Asset Management statistics
64 measures from SEC filings and the closing price. Hover a name for the formula; the last column is the median of companies in the same industry group.
Important dates
- Next earnings
- Q3 FY2026, expected soon
- Last ex-dividend date
- Aug 31, 2026
- Fundamentals through
- Sep 30, 2026
- Share price as of
- Nov 13, 2026
Valuation ratiosIndustry
- P/OCF Ratio
- 38.41
- 12.66
Enterprise valuationIndustry
- EV / Sales
- 12.31
- 2.32
Share statisticsIndustry
- Float
- 373M
- 25M
- Shares Held by Insiders
- 76.6%
- 0.00%
- Shares Held by Institutions
- 93.3%
- 36.4%
Short sellingIndustry
- Short Interest
- 24M
- –
- Short Interest Change
- 0.60%
- -2.10%
- Short % of Float
- 6.34%
- 2.13%
- Short % of Shares Outstanding
- 1.48%
- 1.55%
- Days to Cover
- 10.45
- 2.08
Stock price statisticsIndustry
- 52-Week High
- $55.98
- –
- 52-Week Low
- $42.20
- –
- 20-Day Moving Average
- $49.75
- –
- 50-Day Moving Average
- $47.37
- –
- 200-Day Moving Average
- $47.85
- –
- Average True Range (14)
- $1.59
- –
- Price Change (1 Week)
- -2.68%
- -2.38%
- Price Change (1 Month)
- 12.1%
- -7.46%
- Price Change (3 Months)
- -1.98%
- -1.46%
- Price Change (6 Months)
- 7.53%
- -10.7%
- Price Change (YTD)
- -1.64%
- -18.8%
- Price Change (1 Year)
- -5.76%
- -10.1%
- Price Change (3 Years)
- 57.6%
- 46.9%
- Price Change (5 Years)
- -14.6%
- 12.8%
- Price Change (10 Years)
- 135.5%
- 134.2%
- Average Volume (10 Days)
- 4M
- –
- Average Volume (20 Days)
- 3M
- –
- Average Volume (90 Days)
- 3M
- –
- Relative Volume
- 1.24
- 0.74
- Relative Strength Index (14)
- 57.9
- 38.4
- Volatility (1 Year)
- 31.6%
- 44.5%
- Beta (5 Years)
- 1.26
- 0.78
MarginsIndustry
- Pretax Margin
- 94.6%
- 21.2%
- EBITDA Margin
- 96.0%
- 19.8%
Returns on capitalIndustry
- Return on Equity (ROE)
- 63.5%
- 11.9%
- Return on Assets (ROA)
- 24.5%
- 2.23%
GrowthIndustry
- Revenue Growth (YoY)
- 47.9%
- 13.5%
- Net Income Growth (YoY)
- 118.1%
- 12.1%
EfficiencyIndustry
- Asset Turnover
- 0.30
- 0.25
- Revenue Per Employee
- $44.23M
- $1.01M
- Profits Per Employee
- $35.81M
- $124.33K
- Employee Count
- 150
- 700
- WACC
- 11.4%
- 8.80%
Income statement (TTM)Industry
- Pretax Income
- $6.27B
- $253.40M
Balance sheetIndustry
- Net Cash (Debt)
- $657.00M
- $43.44M
- Net Cash Per Share
- $0.41
- $1.66
Cash flow (TTM)Industry
Dividends and yieldsIndustry
- Earnings Yield
- 6.53%
- 3.95%
- Buyback Yield
- 0.99%
- 1.88%
- Shareholder Yield
- 0.99%
- 2.91%
- Payout Ratio
- 58.0%
- 42.3%
Taxes and interestIndustry
- Income Tax
- $902.00M
- $37.71M
- Effective Tax Rate
- 14.4%
- 21.5%
Scores and fair valueIndustry
- Altman Z-Score
- 4.18
- 11.57
Total return vs. the S&P 500
Price change plus reinvested dividends, to the close on Nov 13, 2026. The S&P 500 is measured by the SPY fund.
| Period | BAM | S&P 500 | Difference | BAM per year | S&P 500 per year |
|---|---|---|---|---|---|
| 1 month | +13.9% | -3.0% | +17.0 pts | ||
| 3 months | -6.9% | -2.8% | −4.1 pts | ||
| Year to date | +1.4% | +11.5% | −10.1 pts | ||
| 1 year | +3.3% | +13.5% | −10.2 pts | ||
| 3 years | +83.6% | +77.7% | +5.9 pts | +22.5% | +21.1% |
| 5 years | -2.3% | +72.6% | −74.9 pts | -0.5% | +11.5% |
| 10 years | +170.7% | +308.2% | −137.4 pts | +10.5% | +15.1% |
Short interest
Shares sold short and not yet covered, reported by brokers to FINRA twice a month. Latest settlement date Oct 30, 2026.
24M BAM shares were sold short on Oct 30, 2026, up 0.6% from the previous report, or 6.34% of the shares available to trade. At recent volumes it would take 10.4 days to buy them back. Over the last 20 sessions, 67.2% of the volume reported to FINRA was short selling.
| Settlement date | Shares short | Change | Avg. daily volume | Days to cover |
|---|---|---|---|---|
| Oct 30, 2026 | 23,664,597 | +0.6% | 2,264,216 | 10.4 |
| Oct 15, 2026 | 23,524,624 | +18.1% | 3,535,896 | 6.7 |
| Sep 30, 2026 | 19,912,050 | +7.5% | 3,081,382 | 6.5 |
| Sep 15, 2026 | 18,530,116 | -15.8% | 2,895,032 | 6.4 |
| Aug 31, 2026 | 21,994,541 | +12.5% | 1,751,117 | 12.6 |
| Aug 14, 2026 | 19,555,990 | +0.6% | 3,334,806 | 5.9 |
| Jul 31, 2026 | 19,447,611 | +5.5% | 2,119,311 | 9.2 |
| Jul 15, 2026 | 18,442,128 | -2.1% | 2,176,953 | 8.5 |
| Jun 30, 2026 | 18,842,517 | -3.7% | 3,264,504 | 5.8 |
| Jun 15, 2026 | 19,561,350 | -17.9% | 3,132,694 | 6.2 |
| May 29, 2026 | 23,831,842 | +11.6% | 2,854,013 | 8.3 |
| May 15, 2026 | 21,361,044 | +8.6% | 3,496,146 | 6.1 |
Ratios use trailing-twelve-month results and the latest balance sheet. How we calculate.
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