Madison Asset Management LLC Sells 106,577 Shares of Brookfield Asset Management Ltd. $BAM

Posted by Brenda Bartman on May 13th, 2026

Madison Asset Management LLC reduced its stake in Brookfield Asset Management Ltd. (NYSE:BAM – Free Report) (TSE:BAM.A) by 5.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,801,474 shares of the financial services provider’s stock after selling 106,577 shares during the quarter. Brookfield Asset Management comprises 1.1% of Madison Asset Management LLC’s holdings, making the stock its 26th largest position. Madison Asset Management LLC owned 0.11% of Brookfield Asset Management worth $94,379,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently bought and sold shares of BAM. LOM Asset Management Ltd acquired a new position in shares of Brookfield Asset Management in the fourth quarter valued at approximately $31,000. eCIO Inc. bought a new position in shares of Brookfield Asset Management during the fourth quarter worth approximately $42,000. Assetmark Inc. lifted its holdings in Brookfield Asset Management by 95.9% during the 3rd quarter. Assetmark Inc. now owns 807 shares of the financial services provider’s stock worth $46,000 after purchasing an additional 395 shares during the last quarter. Cary Street Partners Financial LLC lifted its holdings in Brookfield Asset Management by 227.5% during the 3rd quarter. Cary Street Partners Financial LLC now owns 809 shares of the financial services provider’s stock worth $46,000 after purchasing an additional 562 shares during the last quarter. Finally, TD Private Client Wealth LLC boosted its stake in Brookfield Asset Management by 1,123.5% in the 3rd quarter. TD Private Client Wealth LLC now owns 832 shares of the financial services provider’s stock valued at $47,000 after purchasing an additional 764 shares during the period. 68.41% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on the company. The Goldman Sachs Group lowered their price objective on Brookfield Asset Management from $60.00 to $49.00 and set a “buy” rating on the stock in a research report on Tuesday, April 7th. BMO Capital Markets raised shares of Brookfield Asset Management from a “hold” rating to a “strong-buy” rating in a research report on Thursday, February 5th. Zacks Research downgraded shares of Brookfield Asset Management from a “strong-buy” rating to a “hold” rating in a research note on Friday, March 20th. Canadian Imperial Bank of Commerce set a $62.50 price target on shares of Brookfield Asset Management in a research report on Monday. Finally, Piper Sandler dropped their price objective on shares of Brookfield Asset Management from $53.00 to $48.00 and set a “neutral” rating for the company in a research note on Tuesday, April 7th. One investment analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, eight have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $60.09.

Get Our Latest Research Report on Brookfield Asset Management

Brookfield Asset Management Stock Down 0.4%

BAM stock opened at $48.75 on Wednesday. Brookfield Asset Management Ltd. has a 52 week low of $42.20 and a 52 week high of $64.10. The business has a 50-day simple moving average of $45.95 and a 200 day simple moving average of $50.01. The company has a quick ratio of 0.92, a current ratio of 1.38 and a debt-to-equity ratio of 0.34. The company has a market cap of $79.87 billion, a PE ratio of 31.66, a price-to-earnings-growth ratio of 2.01 and a beta of 1.28.

Brookfield Asset Management (NYSE:BAM – Get Free Report) (TSE:BAM.A) last announced its quarterly earnings data on Friday, May 8th. The financial services provider reported $0.43 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.41 by $0.02. Brookfield Asset Management had a net margin of 49.69% and a return on equity of 30.66%. The firm had revenue of $1.32 billion for the quarter, compared to the consensus estimate of $1.43 billion. Sell-side analysts anticipate that Brookfield Asset Management Ltd. will post 1.74 EPS for the current fiscal year.

Brookfield Asset Management Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, June 30th. Investors of record on Friday, May 29th will be given a dividend of $0.5025 per share. The ex-dividend date is Friday, May 29th. This represents a $2.01 annualized dividend and a dividend yield of 4.1%. Brookfield Asset Management’s dividend payout ratio (DPR) is currently 130.52%.

Brookfield Asset Management Profile

(Free Report)

Brookfield Asset Management is a global alternative asset manager headquartered in Toronto, Canada, that specializes in investments in real assets and related private equity and credit strategies. The firm acquires, manages and develops assets in sectors such as real estate, renewable power, infrastructure and private equity, seeking long-term value through active asset management and operational improvements. Brookfield structures and manages commingled funds, listed partnerships and separate accounts for institutional and retail investors.

The company’s products and services include fund management across equity and debt strategies, direct asset ownership and operations, property and facilities management, and capital markets solutions.