Brookfield Asst Stock Price, News & Analysis

REDF, SRC and LCM Partners (BAM) signed a tripartite partnership on November 17, 2025 to establish an advanced mortgage finance and servicing platform in Saudi Arabia. LCM, via affiliate BCM Global, will provide independent mortgage servicing and will become a shareholder in the National Support Company for Finance Services through issuance of new shares. The initiative aims to bolster Saudi housing finance, support Vision 2030 and expand data-driven asset and operations management.

Brookfield Asset Management (NYSE: BAM) priced a public offering of senior notes totaling $1.0 billion: $600 million due 2030 at 4.653% and $400 million due 2036 at 5.298%. Net proceeds will be used for general corporate purposes. The offering is expected to close on November 18, 2025, subject to customary closing conditions, and is being offered under BAM’s existing base shelf prospectus and Form F-10 registration (SEC File No. 333-287429). Prospectus materials are available on EDGAR and SEDAR+. Investors are directed to read the prospectus supplement and filings for full details.

Brookfield Asset Management (NYSE: BAM) reported record third-quarter results for period ended Sept 30, 2025, with $30 billion of capital raised, $23 billion deployed and $15 billion of equity monetizations.

Fee-related earnings were a record $754 million (+17% YoY; $2.8 billion LTM, +19%), and net income attributable to BAM was $724 million for the quarter ($2.6 billion LTM, +41%). Fee-bearing capital rose to $581 billion (+8% YoY). BAM announced an agreement to acquire the remaining ~26% interest in Oaktree for ~$3.0 billion, expected to close H1 2026. The board declared a quarterly dividend of $0.4375 per share payable Dec 31, 2025.

Brookfield (NYSE:BAM), Cameco and Westinghouse announced on Oct 28, 2025 a strategic partnership with the U.S. Government to deploy Westinghouse reactor technology and build at least $80 billion of new nuclear reactors across the United States. The program targets large-scale nuclear deployment to support energy security and national AI compute needs, includes profit-sharing mechanisms that involve the American public once thresholds are met, and cites significant job creation tied to AP1000 two-unit projects.

The parties say the plan will expand the U.S. nuclear industrial base, increase exports of Westinghouse technology, and leverage Brookfield and Cameco’s combined nuclear and infrastructure expertise.

Brookfield (NYSE:BAM) launched the Brookfield Private Equity Fund (Canada) (BPE-CAD) on October 22, 2025, an evergreen private equity fund offering monthly subscriptions and a low investment minimum for streamlined investor access.

The Fund leverages Brookfield’s 25-year private equity track record, a platform with $150 billion AUM, 160 investment professionals, and 142,000 operating employees to target operational transformation of essential industrial and business services.

Brookfield (NYSE:BAM) agreed to acquire the remaining ~26% interest in Oaktree for approximately $3.0 billion, giving Brookfield 100% ownership of Oaktree. The transaction consideration can be elected as cash, BAM shares (two-year lock-up), or BN shares (five-year lock-up). BAM will fund ~$1.6 billion and Brookfield Corporation (BN) ~$1.4 billion. Closing is expected in Q1 2026, subject to regulatory approvals, and the deal is expected to be accretive to both BAM and BN.

The acquisition increases BAM’s fee-related earnings to ~$2.8 billion (trailing 12 months including Oaktree) and enlarges its U.S. footprint and credit platform.

Bloom Energy (NYSE: BE) and Brookfield announced a $5 billion strategic partnership to build and power large-scale AI factories using Bloom Energy fuel cells and Brookfield infrastructure and capital.

The collaboration makes Bloom the preferred onsite power provider for Brookfield’s AI factories, marks Brookfield’s first investment through its dedicated AI Infrastructure strategy, and includes active design work plus a Europe site to be announced before year‑end. Brookfield cites over $100 billion invested in digital infrastructure and $550 billion of assets under management. The companies note AI data center power demand in the U.S. could exceed 100 GW by 2035.

Brookfield Asset Management (NYSE: BAM) will host its third quarter 2025 conference call and webcast on Friday, November 7, 2025 at 9:00 a.m. ET.

Results will be released that morning prior to 7:00 a.m. ET and posted on the company website. Participants must pre-register for the conference call to receive a dial-in number and unique PIN that bypasses the operator; a live webcast link will also be available. A replay of the webcast will be accessible via the same link for 90 days.

Brookfield (NYSE:BAM) closed its flagship energy transition fund, BGTF II, with $20 billion in commitments at final institutional close on October 7, 2025. Including ~$3.5 billion of secured co-investment, the strategy's total capital for the vintage is approximately $23.5 billion, exceeding BGTF II's target and the predecessor fund's record.

More than $5 billion has already been deployed across transition investments, including a public-to-private takeover of Neoen, the acquisition of Geronimo Power in the U.S., and a joint venture in India (Evren) to develop >10 GW of wind, solar and storage.

BGTF II follows BGTF I, which raised $15 billion. Brookfield also referenced framework energy supply deals with Microsoft and Google.