Brookfield Asset Management Ltd.

Day range

$46.80 – $47.47

Open

$47.19

Prev close

$47.64

Volume

1.88M

Market cap

$76.09B

Shares out

1.6B

P/E

27.13

P/S

17.05

P/B

10.13

P/FCF

32.91

ROE

37.3%

ROA

14.0%

Debt/Equity

0.46

Div yield

3.97%

As of Oct 22, 2026

• Investor communicationsSep 28, 2026

  In order to assist analysts and investors in understanding the impact of this revised presentation and for comparability purposes, attached as Exhibit 99.1 hereto ... is a recast presentation of Fee Revenues and Fee-Bearing Capital (and certain related information) to conform to such revised presentation for the quarter ended June 30, 2026 and the prior seven quarters.

• Investor communicationsAug 14, 2026

  BAM is providing an update on the geographic composition of certain operating metrics to provide additional transparency into the geographic distribution of its asset-management business. As of June 30, 2026, BAM had approximately $1.3 trillion of assets under management, with $617 billion, or 49% of total assets under management, attributable to investments located in the United States.

• Deal completionsAug 3, 2026

  On July 31, 2026, Brookfield Asset Management Ltd. ('BAM') and Brookfield Corporation ('BN' and, together with BAM, 'Brookfield') completed the previously announced acquisition of Oaktree. Pursuant to the transaction, Brookfield acquired the 26% interest in Oaktree that it did not already own and now owns 100% of Oaktree. Total consideration for the transaction was approximately $3.0 billion, consisting of both cash and BN and BAM shares.

• Shareholder meetingsMay 8, 2026

  Brookfield Asset Management Ltd. ("BAM") held its 2026 Annual and Special Meeting of Shareholders on May 7, 2026 (the "Meeting"). The tables below set forth the number of votes cast for, against, and withheld for each matter voted upon by BAM's holders of Class A Limited Voting Shares (the "Class A Shares") and Class B Limited Voting Shares ("Class B Shares").

• Debt activityApr 17, 2026

  On April 17, 2026, Brookfield Asset Management Ltd. ('BAM') completed its offering of US$550,000,000 aggregate principal amount of 4.832% senior notes due 2031 (the '2031 Notes') and US$450,000,000 aggregate principal amount of 5.298% senior notes due 2036 (the '2036 Notes'). The 2031 Notes bear interest at 4.832% per annum and will mature on April 15, 2031. The 2036 Notes bear interest at 5.298% per annum and will mature on January 15, 2036.

• BXBlackstone Inc.-0.66%
• BEPBrookfield Renewable Partners L.P.-1.28%
• BNTBrookfield Wealth Solutions Ltd.-0.81%
• BNBrookfield Corporation-0.81%
• KKRKKR & Co. Inc.-1.88%
• CGThe Carlyle Group Inc. Common Stock-1.56%
• BXBlackstone Inc.-0.66%
• APAMARTISAN PARTNERS ASSET MANAGEMENT INC.-2.41%

Days to cover

6.5

Short interest

19.91M

Avg volume

3.08M

As of Sep 30, 2026 · reported to FINRA twice monthly.

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