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Brookfield Asset Management Ltd. SEC Filings

BAM NYSE

Welcome to our dedicated page for Brookfield Asset Management Ltd. SEC filings (Ticker: BAM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Brookfield Asset Management Ltd.'s stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Brookfield Asset Management Ltd.'s regulatory disclosures and financial reporting.

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Brookfield Asset Management Ltd. reported much stronger results for the quarter and six months ended June 30, 2026. For the quarter, total revenues were $1,753 million, up from $1,090 million a year earlier, driven mainly by higher base management and advisory fees of $919 million and a swing in investment income, with unrealized carried interest allocations of $553 million compared with a loss in 2025.

Quarterly net income was $1,172 million versus $584 million, and net income attributable to common stockholders was $904 million, or $0.56 basic EPS, compared with $620 million, or $0.38. For the first half of 2026, revenues totaled $3,091 million versus $2,171 million, and net income attributable to common stockholders was $1,521 million versus $1,201 million. Operating cash flow for the first half rose to $883 million from $643 million, while total assets increased to $20,080 million and total equity to $9,188 million as of June 30, 2026.

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Brookfield Asset Management reported record second quarter results, driven by strong fundraising and higher fee-related earnings. Net income was $1.2 billion for the quarter and $3.1 billion over the last twelve months. Fee-related earnings rose 20% year-over-year to $808 million, while distributable earnings increased 15% to $707 million. Fee-bearing capital reached $672 billion, up 19% year-over-year, supported by record fundraising of $77 billion in the quarter and $98 billion year-to-date.

The company deployed $21 billion and monetized $11 billion of assets during the quarter across infrastructure, energy, private equity, real estate and credit strategies. The board declared a quarterly dividend of $0.5025 per share, payable September 29, 2026. Strategic moves included completing the acquisition of Oaktree, expanding partnerships in AI infrastructure and energy (including a $25 billion Bloom Energy framework and a €30 billion French AI infrastructure framework), announcing a $100 billion AI data center campus plan, and repurchasing $200 million of shares. Uncalled fund commitments totaled $149 billion, and corporate liquidity was $3.1 billion as of June 30, 2026.

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Brookfield Asset Management Ltd. and Brookfield Corporation completed the previously announced acquisition of Oaktree on July 31, 2026. Brookfield acquired the remaining 26% interest it did not already own, for total consideration of approximately $3.0 billion in cash and BN and BAM shares, and now owns 100% of Oaktree.

The combination creates a global credit platform of about $365B, spanning opportunistic credit, real asset credit, asset-backed finance and corporate performing credit. Brookfield reports more than $1 trillion in assets under management, with the U.S. now its largest market, home to over 60% of employees and nearly half of revenue.

Howard Marks and Bruce Karsh will serve as Co-Chairs of Oaktree, with Marks also acting as Chair of Brookfield's Investment Solutions Group and a Director of Brookfield Corporation. Brookfield highlights Oaktree's presence in 18 countries and cautions that statements about the acquisition's expected impact are forward-looking and subject to risks and uncertainties.

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Brookfield Asset Management Ltd. reported that NAVER, NVIDIA and Brookfield plan a major expansion of Korea’s sovereign AI factory infrastructure. The initial 55 megawatt NVIDIA DSX AI factory at NAVER’s GAK Sejong hyperscale data center is planned to scale to 200 megawatts by 2028 using NVIDIA’s DSX platform.

NVIDIA plans to invest $1 billion into NAVER Corp., while Brookfield plans to fund up to $9 billion for AI infrastructure, with NAVER providing the remaining financing. NAVER ultimately intends to deploy 1 gigawatt of NVIDIA AI infrastructure to support AI innovators in Korea and the U.S. Brookfield highlights this project within an AI infrastructure platform managing about $100 billion in assets, as part of its broader base of more than $1 trillion in assets under management.

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Brookfield Asset Management Ltd. entered into an agreement to acquire Aypa Power from funds managed by Blackstone Energy Transition Partners for approximately $7 billion enterprise value at closing, representing $3 billion equity value. The transaction includes Aypa’s operating, under-construction and contracted projects, its development platform and an approximately 200-person team.

Aypa is described as the largest standalone battery storage developer in North America, with about 6.5 GW of operating, under-construction and contracted capacity and a development pipeline exceeding 20 GW. Its operating and under-construction portfolio is 95% contracted with investment-grade customers, with an average remaining contract life of 17 years. Brookfield states the deal provides a leading presence in the North American battery energy storage systems market and will be pursued through the second vintage of its flagship global transition strategy alongside institutional partners including Brookfield Renewable Partners. Closing is subject to customary regulatory approvals.

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Brookfield Asset Management Ltd. filed an 8-K to announce logistics for its second quarter 2026 results conference call and webcast. The company plans to release results on the morning of August 5, 2026, prior to 7:00 a.m. ET, followed by a call at 10:00 a.m. ET.

Participants can access the event via a pre-registered conference call link or a webcast link provided in the announcement. The company describes itself as a leading global alternative asset manager headquartered in New York, with over $1 trillion of assets under management across infrastructure, energy, private equity, real estate, and credit.

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Brookfield Asset Management reported that the U.S. Department of Energy’s Office of Energy Dominance Financing has issued a conditional commitment for $17.5 billion in loan facilities to support new U.S. nuclear reactors using Westinghouse AP1000 technology. The “American Supply Chain Loans” are intended to finance long-lead equipment for up to 10 reactors, with DOE expecting to make up to five separate loans, each backing two reactors. Brookfield and partners own 51% of Westinghouse, with Cameco holding 49%. The package is expected to let utility and energy company partners accelerate construction and commercial operations by up to three years, with a goal of having 10 reactors under construction by 2030, subject to Westinghouse and its partners meeting technical, legal, environmental and financial conditions.

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Brookfield Asset Management Ltd. announced a joint venture with Mitsubishi HC Capital Inc. to create a privately held renewable energy company focused on operating assets in Europe. The initial seed portfolio includes about 570 megawatts of installed capacity across the U.K., Spain, Sweden, Finland, France and Ireland, with an equity value of approximately EUR 400 million.

These assets are largely covered by long-term power purchase agreements with a weighted average remaining term of about 10 years, supporting more predictable cash flows. The partners plan to target additional stabilized operating assets in Europe and Australia, including onshore wind, utility-scale solar and battery energy storage, with Brookfield overseeing operations and both parties funding future acquisitions on a pro rata basis. The venture is expected to launch in the second half of 2026, subject to required approvals and closing conditions.

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Brookfield Asset Management Ltd. has agreed to invest $500 million in The OpenAI Deployment Company, a new AI deployment platform formed with OpenAI and other global investors. The platform is designed to help large enterprises move from pilot AI projects to full, enterprise-wide deployment.

Brookfield plans to use this partnership to accelerate productivity initiatives, enhance decision-making and improve efficiency across its operating companies and investment platform. Brookfield Business Corporation, the listed flagship of Brookfield’s private equity business, will lead the investment, aligning with Brookfield’s focus on operational value creation and transforming essential industrial and services businesses.

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Brookfield Asset Management Ltd. reported the results of its 2026 annual and special meeting of shareholders held in New York. All 12 director nominees received very strong support, with votes for individual nominees ranging from 1,464,943,326 to 1,494,995,659, or about 97.92% to 99.93% of votes cast.

Additional proposals on the agenda also drew more than 99% of votes cast in favor, based on the reported for and against tallies. The company describes itself as a leading global alternative asset manager with over $1 trillion of assets under management across infrastructure, energy, private equity, real estate, and credit.

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FAQ

How many Brookfield Asset Management Ltd. (BAM) SEC filings are available on StockTitan?

StockTitan tracks 47 SEC filings for Brookfield Asset Management Ltd. (BAM), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Brookfield Asset Management Ltd. (BAM)?

The most recent SEC filing for Brookfield Asset Management Ltd. (BAM) was filed on August 7, 2026.