Overview
Brookfield Asset Management Ltd., based in Canada, operates predominantly in the realm of alternative asset management. Focused on global investments in real assets, the firm specializes in sectors including real estate, renewable power, infrastructure, and private equity. BrookCfield stands out with its deep portfolio of assets under management, which strategically leverage long-term capital and large-scale assets to generate stable revenue streams. Key projects under their belt include large-scale renewable energy ventures like wind and solar farms, significant urban development projects around the world, and the management of diverse public infrastructures. Brookfield’s diverse operations and strategic asset allocation have positioned it as a leader in alternative asset management on an international scale.
Basic Stats
The share price of Brookfield Asset Management Ltd. as of September 5, 2025 is $58.26 / share. This is a decrease of -3.16% from the prior week. The market cap (or net worth) of Brookfield Asset Management Ltd. as of September 5, 2025 is $100,575.16 MM.
The Factor Analysis chart (below right) shows a view of Brookfield Asset Management Ltd. from a variety of lenses. Each factor shows how well the company ranks against all other companies in the Fintel global investing universe. Factor scores range from zero to 100, with 100 being most desirable, and 50 being average.
For example, a company with a Value Score of 100 would be the most undervalued company in our database. A company with a Value Score of zero would be the most overvalued.
| Market Cap | 100,575.16 MM |
| EV | 103,905.16 MM |
| Shares Out. | 1,726.32 MM |
| Earnings Date | |
| EPS (TTM) | 1.41 |
| Dividend Yield | 3.56 % |
| Ex-Dividend Date | 2025-08-29 |
| Borrow Rate | 0.55 |
| Short Shares Avail. | 4.70 MM |
| Short Interest | 18.12 MM |
| Short Float | 5.36 % |
| Days to Cover | 9.07 days |
| Risk Free Rate | 4.17 % |
| Price Change (1 yr) | 41.34 % |
| Volatility (1 yr) | 0.33 |
| Beta | 1.52 |
| Sharpe Ratio (1 yr) | 1.13 |
| Sortino Ratio (1 yr) | 1.85 |
| PE Ratio | 41.34 |
| Price/Book | 10.97 |
| Price/TBV | 10.97 |
| Book/Market | 0.09 |
| EBIT/EV | 0.03 |
| EBIT(3yr avg)/EV | 0.03 |
| ROA | 0.17 |
| ROE | 0.27 |
| ROIC | 0.23 |
| CROIC | -0.14 |
| OCROIC | 0.15 |
| Implied Volatility | 34.01 % |
| Put/Call OI Ratio | 3.03 |
Factor Scores range from 0 to 100, with 100 being most desirable. Larger circles are better. In situations where we have no data (e.g. no insider trades), we plot the score at 50 to avoid penalizing companies. However, a company that does not pay dividends will get a Dividend Score of Zero. Additionally, we inverted volatility to create a "stability" metric which is better when higher.
Price Target
The average one-year price target for Brookfield Asset Management Ltd. is $65.34. The forecasts range from a low of $54.54 to a high of $78.75. A stock’s price target is the price at which analysts consider it fairly valued with respect to its projected earnings and historical earnings. Analysts typically set price targets that correspond to their buy or sell recommendations.
Update Frequency: Monthly
Stock Upgrades/Downgrades
This card shows analyst upgrades/downgrades for Brookfield Asset Management Ltd.. An analyst rating is a classification that gives investors a sense of analyst sentiment about the direction and performance of an equity - usually a stock - over a period of time, typically 12 months.
The standard analyst ratings are generally as follows:
- Buy/Overweight/Outperform - Any of these ratings conveys an analyst’s belief that the stock is likely to outperform a market index (e.g. the S&P 500).
- Hold/Equal-Weight/Market Perform - Any of these ratings conveys an analyst’s belief that the stock is likely to perform in line with a market index.
- Sell/Underweight/Underperform - Any of these ratings suggest that an analyst believes the stock is likely to underperform a market index.
When an analyst upgrades a stock, they are signaling that the company’s fundamentals are being undervalued by investors. It could also mean they believe the market is underestimating the company’s potential. The opposite is true when a stock receives a downgrade.
The average rating of each individual analyst’s rating is the consensus rating for a stock. This gives investors a broader sense of the overall sentiment for that stock.
| Date | Analyst | Prior | Latest Recommendation |
Action |
|---|---|---|---|---|
| 2022-12-22 | RBC Capital | Outperform | Initiate | |
| 2022-12-20 | JP Morgan | Overweight | Initiate | |
| 2022-11-03 | RBC Capital | Outperform | Maintains | |
| 2022-12-13 | Goldman Sachs | Buy | Initiate | |
| 2022-12-13 | BMO Capital | Market Perform | Initiate | |
| 2022-11-11 | RBC Capital | Outperform | Maintains | |
| 2022-10-12 | Deutsche Bank | Hold | Maintains | |
| 2022-09-09 | TD Securities | Action List Buy | Reiterate | |
| 2022-07-28 | Credit Suisse | Outperform | Maintains | |
| 2022-05-20 | RBC Capital | Outperform | Maintains | |
| 2022-05-19 | Deutsche Bank | Hold | Maintains | |
| 2022-05-13 | RBC Capital | Outperform | Maintains | |
| 2022-05-13 | Deutsche Bank | Hold | Maintains | |
| 2022-04-27 | Credit Suisse | Neutral | Outperform | Upgrade |
| 2022-04-07 | Deutsche Bank | Hold | Maintains | |
| 2022-02-11 | Credit Suisse | Neutral | Maintains | |
| 2022-01-26 | Citigroup | Buy | Neutral | Downgrade |
| 2021-11-12 | Canaccord Genuity | Buy | Maintains | |
| 2021-11-10 | Credit Suisse | Neutral | Maintains | |
| 2021-08-13 | RBC Capital | Outperform | Maintains | |
| 2021-08-13 | BMO Capital | Outperform | Maintains | |
| 2021-03-31 | Credit Suisse | Outperform | Neutral | Downgrade |
| 2021-01-05 | Credit Suisse | Outperform | Maintains | |
| 2020-10-19 | Citigroup | Neutral | Buy | Upgrade |
| 2020-08-17 | Keefe, Bruyette & Woods | Market Perform | Outperform | Upgrade |
| 2020-05-15 | Deutsche Bank | Hold | Maintains | |
| 2020-05-15 | CIBC | Outperformer | Maintains | |
| 2020-04-09 | Deutsche Bank | Hold | Maintains | |
| 2020-03-30 | Keefe, Bruyette & Woods | Outperform | Market Perform | Downgrade |
| 2020-03-18 | Deutsche Bank | Hold | Maintains | |
| 2020-03-11 | Deutsche Bank | Hold | Initiate | |
| 2020-01-13 | Credit Suisse | Outperform | Maintains | |
| 2019-11-18 | Citi | Buy | Neutral | Downgrade |
| 2019-11-15 | BMO Capital | Outperform | Maintains | |
| 2019-10-01 | TD Securities | Buy | Maintains | |
| 2019-09-27 | RBC Capital | Outperform | Reiterate | |
| 2019-09-27 | Citigroup | Buy | Maintains | |
| 2019-08-09 | BMO Capital | Outperform | Maintains | |
| 2019-07-09 | Citigroup | Buy | Maintains | |
| 2018-11-09 | Credit Suisse | Neutral | Outperform | Upgrade |
| 2018-09-20 | BMO Capital | Outperform | Initiate | |
| 2018-08-10 | RBC Capital | Outperform | Outperform | Maintains |
| 2017-11-10 | Citigroup | Buy | Maintains | |
| 2017-08-15 | Citigroup | Buy | Maintains | |
| 2017-02-10 | RBC Capital | Top Pick | Outperform | Downgrade |
| 2016-05-24 | Keefe Bruyette & Woods | Outperform | Initiate | |
| 2015-10-16 | CIBC | Sector Perform | Sector Outperform | Upgrade |
| 2015-09-30 | BMO Capital | Market Perform | Outperform | Upgrade |
| 2015-05-05 | Credit Suisse | Neutral | Initiate | |
| 2014-08-14 | CIBC | Sector Perform | Maintains | |
| 2013-08-23 | Wells Fargo | Outperform | Market Perform | Downgrade |
| 2012-10-15 | Canaccord Genuity | Buy | Hold | Downgrade |
| 2012-07-05 | Credit Suisse | Outperform | Neutral | Downgrade |
| 2012-05-14 | Scotiabank | Sector Outperform | Maintains | |
| 2023-02-09 | JP Morgan | Overweight | Maintains | |
| 2023-02-09 | RBC Capital | Outperform | Maintains | |
| 2023-03-28 | RBC Capital | Outperform | Reiterate | |
| 2023-05-11 | BMO Capital | Market Perform | Market Perform | Maintains |
| 2023-05-11 | RBC Capital | Outperform | Outperform | Reiterate |
| 2023-04-18 | Keefe, Bruyette & Woods | Market Perform | Underperform | Downgrade |
| 2023-05-30 | Deutsche Bank | Hold | Reiterate | |
| 2023-06-05 | RBC Capital | Outperform | Reiterate | |
| 2023-07-06 | RBC Capital | Outperform | Outperform | Reiterate |
| 2023-06-28 | RBC Capital | Outperform | Outperform | Reiterate |
| 2023-08-10 | BMO Capital | Market Perform | Market Perform | Maintains |
| 2023-12-18 | Deutsche Bank | Hold | Buy | Upgrade |
| 2023-09-07 | B of A Securities | Neutral | Initiate | |
| 2023-10-11 | Deutsche Bank | Hold | Hold | Maintains |
| 2023-10-06 | HSBC | Buy | Initiate | |
| 2023-09-14 | RBC Capital | Outperform | Outperform | Reiterate |
| 2023-11-30 | Goldman Sachs | Buy | Buy | Maintains |
| 2024-05-15 | JP Morgan | Overweight | Neutral | Reiterate |
| 2024-05-09 | Scotiabank | Sector Outperform | Sector Outperform | Maintains |
| 2024-02-01 | HSBC | Buy | Hold | Downgrade |
| 2024-02-08 | RBC Capital | Outperform | Outperform | Maintains |
| 2024-02-08 | BMO Capital | Market Perform | Market Perform | Maintains |
| 2024-02-08 | Scotiabank | Sector Outperform | Sector Outperform | Maintains |
| 2025-02-13 | Wells Fargo | Underweight | Underweight | Maintains |
| 2025-02-13 | Scotiabank | Sector Outperform | Sector Outperform | Maintains |
| 2025-01-14 | Wells Fargo | Underweight | Underweight | Maintains |
| 2024-07-19 | CIBC | Outperformer | Outperformer | Maintains |
| 2024-12-12 | Wells Fargo | Underweight | Underweight | Maintains |
| 2024-11-05 | Scotiabank | Sector Outperform | Sector Outperform | Maintains |
| 2024-11-05 | Wells Fargo | Underweight | Underweight | Maintains |
| 2024-11-05 | RBC Capital | Outperform | Outperform | Maintains |
| 2024-11-05 | Keefe, Bruyette & Woods | Underperform | Underperform | Maintains |
| 2024-11-05 | BMO Capital | Market Perform | Market Perform | Maintains |
| 2024-11-05 | Deutsche Bank | Buy | Buy | Maintains |
| 2024-09-11 | BMO Capital | Market Perform | Market Perform | Maintains |
| 2025-05-16 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2024-08-02 | Jefferies | Hold | Initiate | |
| 2024-08-01 | Scotiabank | Sector Outperform | Sector Outperform | Maintains |
| 2024-08-08 | JP Morgan | Neutral | Neutral | Maintains |
| 2024-08-08 | Deutsche Bank | Buy | Buy | Maintains |
| 2024-08-08 | Scotiabank | Sector Outperform | Sector Outperform | Maintains |
| 2024-09-12 | Wells Fargo | Underweight | Initiate | |
| 2025-04-07 | Scotiabank | Sector Outperform | Sector Outperform | Maintains |
| 2024-10-30 | Scotiabank | Sector Outperform | Sector Outperform | Maintains |
| 2024-07-31 | JP Morgan | Neutral | Neutral | Maintains |
| 2024-09-12 | Goldman Sachs | Buy | Buy | Maintains |
| 2024-09-12 | B of A Securities | Neutral | Neutral | Maintains |
| 2025-05-07 | Wells Fargo | Underweight | Underweight | Maintains |
| 2025-04-08 | Wells Fargo | Underweight | Underweight | Maintains |
| 2025-04-30 | TD Securities | Buy | Buy | Maintains |
| 2024-09-30 | Goldman Sachs | Buy | Buy | Maintains |
| 2024-10-09 | Wells Fargo | Underweight | Underweight | Maintains |
| 2024-12-20 | Keefe, Bruyette & Woods | Underperform | Underperform | Maintains |
| 2024-11-19 | Goldman Sachs | Buy | Buy | Maintains |
| 2025-04-04 | B of A Securities | Neutral | Neutral | Maintains |
| 2024-11-11 | Deutsche Bank | Buy | Buy | Maintains |
| 2025-02-03 | Scotiabank | Sector Outperform | Sector Outperform | Maintains |
| 2025-01-13 | Keefe, Bruyette & Woods | Underperform | Underperform | Maintains |
| 2025-03-20 | Wells Fargo | Underweight | Underweight | Maintains |
| 2025-04-10 | B of A Securities | Neutral | Buy | Upgrade |
| 2025-04-14 | Morgan Stanley | Equal-Weight | Equal-Weight | Maintains |
| 2025-06-18 | RBC Capital | Outperform | Outperform | Maintains |
| 2025-05-23 | Wells Fargo | Underweight | Underweight | Maintains |
| 2025-08-13 | Jefferies | Hold | Hold | Maintains |
| 2025-08-07 | Scotiabank | Sector Outperform | Sector Outperform | Maintains |
| 2025-08-07 | BMO Capital | Market Perform | Market Perform | Maintains |
| 2025-07-11 | Wells Fargo | Underweight | Underweight | Maintains |
| 2025-06-30 | Piper Sandler | Neutral | Initiate | |
| 2025-07-28 | TD Securities | Buy | Buy | Maintains |
