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Brookfield Asset Management Inc (BAM) Stock Analysis

Range Bound setup · Temp Headwind edge

SellModerate Confidence

Financial Services · Asset Management

Sell if holding. At $48.62, A.R:R 0.9:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Consecutive earnings misses (3); Thin upside margin: 5.1%.

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

$48.62+5.1% A.UpsideScore 5.4/10#66 of 112 Asset Management
QualityF-score7 / 9FCF yield3.76%
IncomeYield4.13%Payout116.35%at-risk
Stop $45.76Target $51.12(analyst − 10%)A.R:R 0.9:1
Analyst target$56.80+16.8%18 analysts
$51.12our TP
$48.62price
$56.80mean
$44
$69

Sell if holding. At $48.62, A.R:R 0.9:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Consecutive earnings misses (3); Thin upside margin: 5.1%. Chart setup: RSI 60 mid-range, Bollinger mid-band. Score 5.4/10, moderate confidence.

Passes 5/8 gates (clean insider activity, no SEC red flags, earnings proximity 77d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio and death cross (50MA < 200MA). Suitability: moderate.

Recent Developments — Brookfield Asset Management Inc

Generated 2026-05-20T20:21:21Z.

Thesis

Rewards
V7 flight-to-quality bonus: +0.5 (Q=8.4 in RISK_OFF)
Sector modifier (Financial Services): +1.0
Risks
Thin upside margin: 5.1%
Consecutive earnings misses (3)

Key Metrics

P/E (TTM)31.2
P/E (Fwd)22.3
Mkt Cap$77.6B
EV/EBITDA25.9
Profit Mgn49.7%
ROE22.4%
Rev Growth23.8%
Beta1.25
Dividend4.13%
Rating analysts22

Quality Signals

Piotroski F7/9MoatWideCompounder

Options Flow

P/C1.61bearish
IV43%normal
Max Pain$28-43.4% vs spot

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

Rating Breakdown

2 floor-breakers

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
News Activity
8.0
Earnings concerns: 0B/3MYield trap warning: high yield but unsafe

Momentum below the gate floor. Component breakdown shows what dragged the score down.static

Volume
1.6
Macd
2.8
Obv
4.4
Rsi
4.5
Ma Position
6.0
Below 200-MA, MA slope -2.5%/30d — confirmed downtrend
GatesMomentum 3.9<4.5A.R:R 0.9 < 1.5@spotDeath cross (50MA < 200MA)Insider activity: OKNo SEC red flagsEARNINGS PROXIMITY 77d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRange BoundSuitability: Moderate
RSI
60 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $45.80Resistance $50.36

Price Targets

$46
$51
A.Upside+5.1%
A.R:R0.9:1

Position Sizing

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

Risk Alerts

! Red flag in news: 'bankruptcy'
! Momentum score 3.9/10 — below 4.5 minimum
! Reward/Risk 0.9:1 at current price — below 1.5:1 minimum

Earnings

M
M
M
M
0/4 beats
Next Earnings2026-08-05 (77d)

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?

Sell if holding. At $48.62, A.R:R 0.9:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Consecutive earnings misses (3); Thin upside margin: 5.1%. Chart setup: RSI 60 mid-range, Bollinger mid-band. Prior stop was $45.76. Score 5.4/10, moderate confidence.

What is the BAM stock price target?

Take-profit target: $51.12 (+5.1% upside). Prior stop was $45.76. Stop-loss: $45.76.

What are the risks of investing in BAM?

Thin upside margin: 5.1%; Consecutive earnings misses (3).

Is BAM overvalued or undervalued?

Brookfield Asset Management Inc trades at a P/E of 31.2 (forward 22.3). TrendMatrix value score: 4.0/10. Verdict: Sell.

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.

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