Weiss Asset Management LP Makes New $725,000 Investment in Brookfield Asset Management Ltd. $BAM

Posted by Brian Himes on Jul 28th, 2026

Weiss Asset Management LP bought a new stake in Brookfield Asset Management Ltd. (NYSE:BAM – Free Report) (TSE:BAM.A) in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 16,320 shares of the financial services provider’s stock, valued at approximately $725,000.

Other institutional investors and hedge funds have also modified their holdings of the company. Vanguard Group Inc. lifted its stake in Brookfield Asset Management by 1.7% in the 4th quarter. Vanguard Group Inc. now owns 17,723,182 shares of the financial services provider’s stock worth $928,414,000 after acquiring an additional 297,790 shares in the last quarter. TD Asset Management Inc grew its stake in Brookfield Asset Management by 2.0% during the 4th quarter. TD Asset Management Inc now owns 15,769,066 shares of the financial services provider’s stock valued at $827,135,000 after acquiring an additional 315,036 shares in the last quarter. Principal Financial Group Inc. grew its stake in Brookfield Asset Management by 62.0% during the 1st quarter. Principal Financial Group Inc. now owns 12,735,547 shares of the financial services provider’s stock valued at $566,092,000 after acquiring an additional 4,872,090 shares in the last quarter. Norges Bank acquired a new position in shares of Brookfield Asset Management in the 4th quarter valued at about $263,444,000. Finally, CIBC Asset Management Inc increased its holdings in shares of Brookfield Asset Management by 99.1% in the 4th quarter. CIBC Asset Management Inc now owns 4,853,861 shares of the financial services provider’s stock valued at $255,449,000 after purchasing an additional 2,415,593 shares during the period. Hedge funds and other institutional investors own 68.41% of the company’s stock.

Brookfield Asset Management Stock Up 2.7%

Shares of Brookfield Asset Management stock opened at $47.59 on Tuesday. The firm has a market cap of $77.96 billion, a price-to-earnings ratio of 30.90, a P/E/G ratio of 1.89 and a beta of 1.29. The stock has a 50-day simple moving average of $46.98 and a 200-day simple moving average of $47.77. Brookfield Asset Management Ltd. has a 52-week low of $42.20 and a 52-week high of $64.10. The company has a debt-to-equity ratio of 0.34, a current ratio of 1.38 and a quick ratio of 1.38.

Brookfield Asset Management (NYSE:BAM – Get Free Report) (TSE:BAM.A) last released 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 $1.43 billion for the quarter, compared to the consensus estimate of $1.43 billion. Brookfield Asset Management had a return on equity of 30.66% and a net margin of 49.69%. On average, equities research analysts expect that Brookfield Asset Management Ltd. will post 1.76 earnings per share for the current fiscal year.

Brookfield Asset Management Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 30th. Stockholders of record on Friday, May 29th were paid a dividend of $0.5025 per share. The ex-dividend date was Friday, May 29th. This represents a $2.01 annualized dividend and a dividend yield of 4.2%. Brookfield Asset Management’s dividend payout ratio is 130.52%.

Analyst Upgrades and Downgrades

BAM has been the subject of several research reports. Wall Street Zen cut shares of Brookfield Asset Management from a “hold” rating to a “sell” rating in a report on Saturday, July 4th. Piper Sandler reiterated a “neutral” rating and issued a $50.00 price objective (up from $48.00) on shares of Brookfield Asset Management in a research note on Monday, May 18th. Morgan Stanley set a $56.00 target price on shares of Brookfield Asset Management and gave the stock an “equal weight” rating in a research report on Tuesday, July 21st. Scotiabank reissued an “outperform” rating and set a $57.00 target price (up from $56.00) on shares of Brookfield Asset Management in a research note on Monday, May 11th. Finally, Weiss Ratings cut shares of Brookfield Asset Management from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, May 15th. One investment analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Brookfield Asset Management has an average rating of “Hold” and an average target price of $59.03.

View Our Latest Stock Report on BAM

About Brookfield Asset Management

(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.