Swiss Life Asset Management Ltd Has $3.82 Million Position in Brookfield Asset Management Ltd. $BAM

Posted by Geri Gentry on May 15th, 2026

Swiss Life Asset Management Ltd grew its stake in Brookfield Asset Management Ltd. (NYSE:BAM – Free Report) (TSE:BAM.A) by 23.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 72,947 shares of the financial services provider’s stock after purchasing an additional 13,720 shares during the quarter. Swiss Life Asset Management Ltd’s holdings in Brookfield Asset Management were worth $3,821,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of the stock. LOM Asset Management Ltd acquired a new position in Brookfield Asset Management in the 4th quarter valued at about $31,000. eCIO Inc. bought a new position in Brookfield Asset Management in the 4th quarter valued at about $42,000. Assetmark Inc. lifted its position in Brookfield Asset Management by 95.9% during the third quarter. Assetmark Inc. now owns 807 shares of the financial services provider’s stock worth $46,000 after acquiring an additional 395 shares during the last quarter. Cary Street Partners Financial LLC boosted its holdings in shares of Brookfield Asset Management by 227.5% during the third quarter. Cary Street Partners Financial LLC now owns 809 shares of the financial services provider’s stock worth $46,000 after acquiring an additional 562 shares during the period. Finally, TD Private Client Wealth LLC boosted its holdings in shares of Brookfield Asset Management by 1,123.5% during the third quarter. TD Private Client Wealth LLC now owns 832 shares of the financial services provider’s stock worth $47,000 after acquiring an additional 764 shares during the period. Institutional investors and hedge funds own 68.41% of the company’s stock.

Brookfield Asset Management Trading Up 3.3%

Shares of BAM stock opened at $49.43 on Friday. The company has a current ratio of 1.38, a quick ratio of 0.92 and a debt-to-equity ratio of 0.34. The stock has a market cap of $80.97 billion, a P/E ratio of 32.10, a price-to-earnings-growth ratio of 1.94 and a beta of 1.28. The stock has a 50 day simple moving average of $46.02 and a 200 day simple moving average of $49.94. Brookfield Asset Management Ltd. has a 1 year low of $42.20 and a 1 year high of $64.10.

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

Brookfield Asset Management Announces Dividend

The business 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 $0.5025 dividend. The ex-dividend date is Friday, May 29th. This represents a $2.01 dividend on an annualized basis and a dividend yield of 4.1%. Brookfield Asset Management’s dividend payout ratio (DPR) is presently 130.52%.

Analyst Upgrades and Downgrades

A number of brokerages have recently weighed in on BAM. Royal Bank Of Canada lowered their target price on Brookfield Asset Management from $74.00 to $65.00 and set an “outperform” rating on the stock in a research note on Monday. Weiss Ratings upgraded Brookfield Asset Management from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, May 1st. Zacks Research lowered Brookfield Asset Management from a “strong-buy” rating to a “hold” rating in a report on Friday, March 20th. BMO Capital Markets upgraded Brookfield Asset Management from a “hold” rating to a “strong-buy” rating in a research report on Thursday, February 5th. Finally, Scotiabank reissued an “outperform” rating and set a $57.00 target price (up from $56.00) on shares of Brookfield Asset Management in a report on Monday. One research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, eight have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $60.09.

View Our Latest Stock Report on BAM

Brookfield Asset Management Company 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.