Brookfield Asst Stock Price, News & Analysis

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.

Brookfield (NYSE:BAM) has completed its strategic acquisition of a majority stake in Angel Oak Companies, a leading asset manager specializing in mortgage and consumer products. The partnership integrates Angel Oak's $22 billion residential mortgage credit platform into Brookfield's $332 billion credit platform.

Angel Oak, founded in 2008, has originated over $32 billion in residential mortgage loans and issued more than 65 securitizations. The firm combines its non-bank wholesale mortgage originator with its asset management business, providing differentiated access to U.S. non-agency residential mortgages. Angel Oak will maintain operational independence under current Co-CEOs Sreeni Prabhu and Mike Fierman.

Brookfield (NYSE:BAM) has successfully raised over $4 billion in the first closing of its fourth Global Infrastructure Debt Fund (BID IV). The fund targets high-yield debt investments in infrastructure assets with regulated, contracted, or concession-based cash flows.

The company's Infrastructure Credit platform has demonstrated strong momentum, deploying over $4 billion of capital in 2024, including notable investments such as a $750 million credit facility to Crusoe and a $150 million facility to Qair Polska. The previous fund (BID III) closed in 2023 with $6 billion in capital commitments, marking it as the world's largest private infrastructure debt fund at that time.

Figure has announced a groundbreaking partnership with Brookfield (NYSE:BAM), a global alternative asset manager with over $1 trillion in assets. The collaboration aims to develop the world's largest humanoid pretraining dataset and scale AI infrastructure for Figure's proprietary Helix vision-language-action model.

The partnership leverages Brookfield's vast real estate portfolio, including 100,000 residential units, 500 million square feet of commercial office space, and 160 million square feet of logistics space. Figure will collect human video data across these environments to train their humanoid robots for real-world applications. Brookfield has also participated in Figure's Series C funding round as part of the agreement.

The collaboration includes exploring GPU data center development, robotic training facilities, and potential deployment of humanoid robots across Brookfield's global operations.

Brookfield Asset Management (NYSE: BAM) has announced the pricing of $750 million senior notes due 2055. The notes will carry an interest rate of 6.077% per annum. The offering is expected to close on September 9, 2025, subject to customary closing conditions.

The proceeds from this offering will be used for general corporate purposes. The notes are being offered under BAM's existing base shelf prospectus in the United States and Canada, with Wells Fargo Securities and Morgan Stanley serving as joint book-running managers.

Sumitomo Corporation, SMBC Aviation Capital, Apollo, and Brookfield have announced a definitive agreement to acquire Air Lease Corporation in a major cash transaction valued at $7.4 billion, or approximately $28.2 billion including debt obligations. Air Lease stockholders will receive $65.00 per share, representing premiums of 7% over the all-time high, 14% over 30-day VWAP, and 31% over 12-month VWAP.

Upon closing, Air Lease will be renamed Sumisho Air Lease Corporation. The transaction includes transferring Air Lease's orderbook to SMBC Aviation Capital, which will also act as a servicer to Sumisho Air Lease's portfolio. The deal is expected to close in H1 2026, subject to stockholder and regulatory approvals.

The transaction is backed by $12.1 billion in committed financing from SMBC, Citi, and Goldman Sachs, with Sumisho Air Lease expected to receive investment grade ratings.

Brookfield Asset Management (NYSE: BAM) reported strong Q2 2025 results with significant growth across key metrics. Fee-related earnings increased 16% to $676 million ($0.42 per share), while distributable earnings rose 12% to $613 million ($0.38 per share). The company raised $22 billion in new capital during Q2 and $97 billion over the last twelve months.

Notable achievements include announcing over $55 billion in asset sales in 2025, deploying $28 billion of equity capital in Q2, and growing fee-bearing capital to $563 billion, up 10% year-over-year. The board declared a quarterly dividend of $0.4375 per share, payable September 29, 2025.

Major transactions include partnerships with Google for hydroelectric capacity and a $10 billion investment in Swedish digital infrastructure. The company maintains strong liquidity with $128 billion in uncalled fund commitments and $1.5 billion in corporate liquidity.

Brookfield Asset Management (NYSE: BAM) and Google have announced a groundbreaking Hydro Framework Agreement (HFA) to deliver up to 3,000 megawatts of carbon-free hydroelectric capacity across the United States. The first contracts under this agreement, valued at over $3 billion, cover the 670 MW Holtwood and Safe Harbor hydroelectric facilities in Pennsylvania.

The 20-year Power Purchase Agreements (PPAs) will support Google's operations in the PJM region while maintaining existing commitments to power consumers like Amtrak. The partnership will initially focus on the mid-Atlantic (PJM) and mid-continent (MISO) electricity markets, with potential for expansion into other U.S. regions.