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BAMBrookfield Asset Management IncHold5.2·$46.98+2.20%
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Brookfield Asset Management Inc (BAM) Stock Analysis

Range Bound setup · Temp Headwind edge

HoldModerate Confidence

Financial Services · Asset Management

Hold if already holding. Not a fresh buy at $46.98, but acceptable to hold if already in. Reasons: Thin upside margin: 8.9%; Consecutive earnings misses (3).

Brookfield Asset Management is a global alternative asset manager with over $1 trillion in AUM and $603 billion in Fee-Bearing Capital as of December 31, 2025, investing across infrastructure, renewable power, private equity, real estate, and credit for over 2,400 institutional... Read more

$46.98+8.9% A.UpsideScore 5.2/10#71 of 111 Asset Management
QualityF-score7 / 9FCF yield3.97%
IncomeYield4.37%Payout116.35%at-risk
Stop $44.33Target $51.17(analyst − 10%)A.R:R 1.6:1
Analyst target$56.86+21.0%18 analysts
$51.17our TP
$46.98price
$56.86mean
$44
$69

Hold if already holding. Not a fresh buy at $46.98, but acceptable to hold if already in. Reasons: Thin upside margin: 8.9%; Consecutive earnings misses (3). Chart setup: RSI 52 mid-range, Bollinger mid-band. Wide-moat business. Accumulate on weakness. | News modifier -1 (STRONG_BUY_WAIT → HOLD_IF_HOLDING) Score 5.2/10, moderate confidence.

Passes 7/9 gates (favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 56d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and death cross (50MA < 200MA). Suitability: moderate.

TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Wed, Aug 5, 202656d to earnings· next earnings call

Thesis

Rewards
V7 flight-to-quality bonus: +0.5 (Q=8.4 in RISK_OFF)
Sector modifier (Financial Services): +1.0
High-quality business
Risks
Thin upside margin: 8.9%
Consecutive earnings misses (3)
Negative momentum

Key Metrics

P/E (TTM)29.5
P/E (Fwd)21.1
Mkt Cap$73.4B
EV/EBITDA24.6
Profit Mgn49.7%
ROE22.4%
Rev Growth23.8%
Beta1.25
Dividend4.37%
Rating analysts22

Quality Signals

Piotroski F7/9MoatWideCompounder

Options Flow

P/C2.18bearish
IV57%elevated
Max Pain$60+27.7% vs spot

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

2 floor-breakers

Price action weak — below key moving averages, no momentum carry. Needs a base before trend-continuation setups apply.static

Macd
0.0
Volume
0.0
Obv
1.0
Ma Position
1.0
Rsi
4.5
Volume distribution (falling OBV)Below 200-MA, MA slope -3.3%/30d — confirmed downtrend

No near-term catalyst priced in. Thesis progression will come from fundamentals grinding, not event reaction.static

Earnings History
0.0
Surprise Avg
0.0
Dividend Safety
4.2
Erm
5.0
Earnings Timing
5.0
Earnings concerns: 0B/3MYield trap warning: high yield but unsafe
GatesMomentum 1.3<4.5Death cross (50MA < 200MA)A.R:R 1.6 ≥ 1.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 56d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRange BoundSuitability: Moderate
RSI
52 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $45.15Resistance $49.32

Price Targets

$44
$51
A.Upside+8.9%
A.R:R1.6:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! NEWS_MOD=-1: STRONG_BUY_WAIT → HOLD_IF_HOLDING
! momentum at 1.3 (below the engine's 4.5 threshold)
! Death cross — 50-day MA below 200-day MA

Earnings

M
M
M
M
0/4 beats
Next Earnings2026-08-05 (56d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is BAM stock a buy right now?

Hold if already holding. Not a fresh buy at $46.98, but acceptable to hold if already in. Reasons: Thin upside margin: 8.9%; Consecutive earnings misses (3). Chart setup: RSI 52 mid-range, Bollinger mid-band. Wide-moat business. Accumulate on weakness. | News modifier -1 (STRONG_BUY_WAIT → HOLD_IF_HOLDING) Target $51.17 (+8.9%), stop $44.33 (−6.0%), A.R:R 1.6:1. Score 5.2/10, moderate confidence.

What is the BAM stock price target?

Take-profit target: $51.17 (+8.9% upside). Target $51.17 (+8.9%), stop $44.33 (−6.0%), A.R:R 1.6:1. Stop-loss: $44.33.

What are the risks of investing in BAM?

Thin upside margin: 8.9%; Consecutive earnings misses (3); Negative momentum.

Is BAM overvalued or undervalued?

Brookfield Asset Management Inc trades at a P/E of 29.5 (forward 21.1). TrendMatrix value score: 4.1/10. Verdict: Hold.

What do analysts say about BAM?

22 analysts cover BAM with a consensus score of 3.5/5. Average price target: $57.

What does Brookfield Asset Management Inc do?Brookfield Asset Management is a global alternative asset manager with over $1 trillion in AUM and $603 billion in...

Brookfield Asset Management is a global alternative asset manager with over $1 trillion in AUM and $603 billion in Fee-Bearing Capital as of December 31, 2025, investing across infrastructure, renewable power, private equity, real estate, and credit for over 2,400 institutional clients. Revenue comes from management fees and performance income; BAM targets paying out at least approximately 90% of Distributable Earnings quarterly. 87% of Fee-Bearing Capital is long-dated or perpetual in nature.

Related stocks: AMG (Affiliated Managers Group, Inc.) · SEIC (SEI Investments Company) · RJF (Raymond James Financial, Inc.) · AMP (Ameriprise Financial, Inc.) · NTRS (Northern Trust Corporation)
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