Brookfield Asset Management Ltd. (BAM) Earnings History

Brookfield Asset Management Ltd. - Q4 FY2025 Earnings

Filed at: Feb 4, 2026, 9:02 AM EST|Read from source

EXECUTIVE SUMMARY

Brookfield Asset Management reported record financial results for Q4 2025, driven by strong capital inflows and deployment, leading to a 15% dividend increase. The company also announced a CEO transition, with Connor Teskey appointed as the new CEO.

POSITIVE HIGHLIGHTS

  • •

    Record financial results for the quarter and full year, strongest since listing.

    positive
  • •

    Fee-related earnings (FRE) increased 28% year-over-year to a record $867 million for the quarter and 22% to $3.0 billion for the year.

    positive
  • •

    Distributable earnings (DE) were up 18% year-over-year to $767 million for the quarter and 14% to $2.7 billion for the year.

    positive
  • •

    Fee-bearing capital grew to $603 billion, up 12% year-over-year, driven by record quarterly fundraising of $35 billion and $112 billion in the past twelve months.

    positive
  • •

    The Board of Directors approved a 15% increase in the quarterly dividend to $0.5025 per share.

    positive

CONCERNS & RISKS

  • •

    Net income attributable to BAM decreased to $560 million in Q4 2025 from $688 million in Q4 2024.

    attention
  • •

    Net income per share (diluted) decreased to $0.34 in Q4 2025 from $0.42 in Q4 2024.

    attention
  • •

    Corporate borrowings increased significantly to $2.478 billion in FY2025 from $0 in FY2024.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$1.39B
+31.1%
Prior year: $1.06B
Annual (YTD)
$4.82K
N/A
Prior year: $3.98K
Net Income
Quarterly
$615.00
-9.6%
Prior year: $680.00
Annual (YTD)
$2.40K
N/A
Prior year: $2.11K
EPS (Diluted)
Quarterly
$0.34
-19.1%
Prior year: $0.42
Operating Income
Quarterly
N/A
N/A
EPS (Basic)
Quarterly
$0.35
-18.6%
Prior year: $0.43

MARGIN ANALYSIS

Net Margin
Current Quarter
44.1%
Prior Year
64.0%
YoY Change
-1985 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

REVENUE BY SEGMENT — Q4 FY2025 2025

VISUAL OVERVIEW

|
Infrastructure
0.0%
N/A
Renewable Power & Transition
0.0%
N/A
Private Equity
0.0%
N/A
Real Estate
0.0%
N/A
Credit
0.0%
N/A

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% Total
Infrastructure
N/A———
Renewable Power & Transition
N/A———
Private Equity
N/A———
Real Estate
N/A———
Credit
N/A———
Total Revenue$0.00M——100.0%

Segment performance shows business unit health and growth drivers.

MANAGEMENT COMMENTARY

2025 was another record year for our business—across each of fundraising, deployment, and monetizations.

— Brookfield Asset Management Ltd., Q4 FY2025 2025 Earnings Call

Our fee-bearing capital grew to over $600 billion, with 22% year-over-year growth in fee-related earnings and 14% growth in distributable earnings.

— Brookfield Asset Management Ltd., Q4 FY2025 2025 Earnings Call

Looking ahead, we will have key flagship strategies in the market and a growing suite of complementary offerings, positioning us to drive sustained growth across multiple channels.

— Brookfield Asset Management Ltd., Q4 FY2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

Corporate Liquidity
3000.0M
dollars
Deployment Fy
66000.0M
dollars
Deployment Q4
13000.0M
dollars
Equity Value Realized Fy
50000.0M
dollars
Fee Bearing Capital
603000.0M
+12.0% YoY
Prior year: 538392.9M
dollars
Fundraising Fy
112000.0M
dollars
Fundraising Q4
35000.0M
dollars
Monetizations Fy
80000.0M
dollars
Monetizations Q4
20000.0M
dollars
Uncalled Fund Commitments
134000.0M
dollars

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.

Related Research

Analysis

BAM 10-K Analysis: The $110.9B Fee Yield Gap Hiding in Brookfield's Record Year