Brookfield
Allocates capital across asset management, wealth solutions, and global real-asset operating platforms.
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Profile
Owns interests across asset management, insurance-based wealth solutions, renewable power, infrastructure, private equity, and real estate. Earnings and capital deployment combine a controlling economic stake in separately listed BAM with direct investments and operating businesses, while asset-level financing and capital recycling shape the parent’s exposure.
Owns and allocates capital across Asset Management, Wealth Solutions, Renewable Power and Transition, Infrastructure, Private Equity, and Real Estate. Its interest in separately listed BAM combines fee-bearing management economics with direct investments alongside managed funds.
Acquires businesses and real assets, finances them mainly at the asset level, improves operations, monetizes mature holdings, and recycles proceeds. The platform spans global markets rather than one country and includes insurance-based long-duration capital.
Results depend on fundraising and fee generation at BAM, insurance liabilities and investment performance in Wealth Solutions, operating cash flow and financing across affiliates, and timely asset monetizations. Obligations at core businesses and investments are generally non-recourse to the parent.
Company facts
Categories
Key statistics
Year to date −11.4% · Average volume (30d) 4.1M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 14, 2026 | Scotiabank | Reiterate | Outperform | $53 | $54 |
| Jul 21, 2026 | Morgan Stanley | Reiterate | Overweight | $61 | $59 |
| May 19, 2026 | TD Securities | Target | $82 | $60 | |
| May 15, 2026 | Scotiabank | Reiterate | Sector Outperform | $52 | $53 |
| May 15, 2026 | RBC Capital | Reiterate | Outperform | $58 | $61 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 13, 2026Q2 FY26 | $0.62 | $0.60 | −2.9% | $1.66B | $1.62B | −2.2% | +0.94% |
| May 14, 2026Q1 FY26 | $0.60 | $0.58 | −3.3% | $1.62B | $1.63B | +0.8% | −4.19% |
| Feb 12, 2026Q4 FY25 | $0.61 | $0.67 | +9.8% | $1.63B | $1.71B | +5.0% | +0.25% |
| Nov 13, 2025Q3 FY25 | $0.59 | $0.63 | +6.2% | $11.77B | $18.92B | +60.7% | +0.62% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $17.94B | $18.08B | $18.92B | $21.18B | $18.39B | $19.28B | |
| Gross profit | $6.95B | $6.70B | $6.98B | $8.91B | $4.43B | $2.06B | |
| Operating income | $4.48B | $4.15B | $4.27B | $8.89B | $4.39B | $4.67B | |
| Net income | $73.0M | $272.0M | $219.0M | $743.0M | $100.6M | $354.8M | |
| Diluted EPS | $0.01 | $0.10 | $0.08 | $0.30 | $0.04 | $0.14 | |
| Gross margin | 38.7% | 37.1% | 36.9% | 42.0% | 24.1% | 10.7% | |
| Operating margin | 24.9% | 22.9% | 22.6% | 41.9% | 23.9% | 24.2% |
Fiscal years (4-quarter sums)FY21 $75.73B · FY22 $92.77B · FY23 $95.92B · FY24 $86.01B · FY25 $76.13B
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $14.89B · Total debt $264.98B · Total assets $525.52B · Shareholders' equity $46.57B
Dividends
Raised for 2 straight years — most recently to $0.07 from $0.06 in Mar 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 15, 2026 | Jun 15 | Jun 30 | $0.07 | |
| Mar 17, 2026 | Mar 17 | Mar 31 | $0.07 | raised from $0.06 |
| Dec 16, 2025 | Dec 16 | Dec 31 | $0.06 | |
| Sep 12, 2025 | Sep 12 | Sep 29 | $0.09 | |
| Jun 13, 2025 | Jun 13 | Jun 30 | $0.09 | |
| Mar 14, 2025 | Mar 14 | Mar 31 | $0.09 | raised from $0.08 |
| Dec 16, 2024 | Dec 16 | Dec 31 | $0.08 | |
| Sep 12, 2024 | Sep 12 | Sep 27 | $0.08 |
Ownership
Shares outstanding 2.23B · Float 1.34B · 59.8% free float
Insiders — no current Form 4 position.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Partners Value Investments L.P. | 181.41M | 8.12% | 13F | Aug 14, 2026 |
| Royal Bank of Canada | 115.76M | 5.18% | 13F | Aug 14, 2026 |
| Capital World Investors | 78.68M | 3.52% | 13F | Aug 12, 2026 |
| Vanguard Capital Management LLC | 61.38M | 2.75% | 13F | Aug 13, 2026 |
| Dodge & Cox | 61.21M | 2.74% | 13F | Aug 13, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
View detailsPeers
- Blackstone
Broad overlap across alternatives, real assets, credit and private wealth
- KKR
Multi-asset rival spanning private equity, real assets, credit and insurance
- Apollo Global Management
Closest overlap in private credit and insurance-based retirement solutions
- Ares Management
Credit-led alternatives platform with growing real estate and infrastructure
- The Carlyle Group
Established private-capital peer in buyouts, credit and real assets
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Brookfield | $41.33 | −0.01% | $92.31B | 74.1 | 12.8 | 1.2 | +9.3% |
| Blackstone | $142.86 | +0.35% | $171.97B | 31.6 | 22.2 | 10.7 | +2.4% |
| KKR | $108.40 | −0.21% | $97.58B | 34.2 | 16.3 | 4.6 | −44.8% |
| Apollo Global Management | $135.48 | +0.35% | $77.78B | 30.2 | 13.8 | 2.2 | +63.7% |
| Ares Management | $142.53 | +0.04% | $46.81B | 59.1 | 21.9 | 7.3 | +5.8% |
| The Carlyle Group | $49.09 | −0.02% | $17.67B | 51.0 | 11.9 | 4.5 | −29.3% |
| Median | 34.2 | 16.3 | 4.6 | +2.4% |