“During the six months ended June 30, 2026, net other movements of $1.1 billion were primarily attributable to real estate changes of $1.1 billion which includes certain net changes in the NAV of BPY, the impact of foreign exchange, and a change in fee basis o…”10-Q · Aug 10, 2026 ↗
Brookfield Asset Management Ltd.
BAM
Market read
Brookfield Asset Management Ltd.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 14 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.
- BAM's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if BAM's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 14 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- BAM's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +16.7% year over year.
- Net margin changed -1.5 percentage points in the latest annual period.
- Foreign exchange has repeated adverse evidence across 5 filings.
- Credit and interest rates has repeated adverse evidence across 4 filings.
No credible peer-relative valuation comparison is available yet.
Price as of Sep 10, 2026
47.25Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“Other decreases of $204 million were predominantly related to the rebalancing of Fee-Bearing Capital between infrastructure and energy within our perpetual strategies based on investment mix, partially offset by credit facility drawdowns by BIP.”10-Q · Aug 10, 2026 ↗
“Direct costs increased by $123 million or 10% from the prior period as a result of headcount growth and inflationary increases to support the ongoing growth of our business.”10-Q · Aug 10, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales — · EV/sales —. Comparisons use only industry-matched filing peers.
Scenarios are withheld for Financial Services until sector-specific earnings and capital metrics are available; generic revenue/P/S scaffolds would be misleading.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for BAM. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for BAM. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind BAM
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
AMTAmerican Tower CorporationpartnerOct 28, 2025 ▾
“Ltd.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 3 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
BAM is currently a Follower in the organic co-movement group Alternative Asset Managers. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.