Brookfield Asset Management Raises Record $35 Billion in Q4 2025
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 04 2026
0mins
Should l Buy BAM?
Source: Newsfilter
- Record Fundraising: Brookfield Asset Management achieved a record $35 billion in fundraising during Q4 2025, pushing total assets under management over $1 trillion, demonstrating the company's robust growth potential in the global alternative asset management sector.
- Significant Earnings Growth: The company reported fee-related earnings of $867 million in Q4, up 28% year-over-year, while distributable earnings rose to $767 million, an 18% increase, indicating ongoing improvements in capital deployment and profitability.
- CEO Appointment and Strategic Planning: Connor Teskey has been appointed as the new CEO, succeeding Bruce Flatt, who will remain as Chair of the Board, with this leadership transition aimed at laying the groundwork for the company's development over the coming decades, ensuring continued innovation and collaboration within the leadership team.
- Dividend Increase: The Board declared a 15% increase in the quarterly dividend to $0.5025 per share, payable on March 31, 2026, reflecting the company's confidence in future profitability and aiming to enhance shareholder returns.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy BAM?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on BAM
Wall Street analysts forecast BAM stock price to rise
10 Analyst Rating
4 Buy
5 Hold
1 Sell
Moderate Buy
Current: 51.980
Low
57.00
Averages
64.28
High
75.00
Current: 51.980
Low
57.00
Averages
64.28
High
75.00
About BAM
Brookfield Asset Management Ltd. is a global alternative asset manager. The Company invests client capital for the long-term with a focus on real assets and essential service businesses that form the backbone of the global economy. It offers a range of alternative investment products to investors around the world including public and private pension plans, endowments and foundations, sovereign wealth funds, financial institutions, insurance companies and private wealth investors. Its products have three categories, which include long-term private funds, permanent capital vehicles and perpetual strategies, and liquid strategies. These are invested across five principal strategies: renewable power and transition, infrastructure, real estate, private equity, and credit.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
India Plans New Data City to Boost AI Development
- Massive Investment: Andhra Pradesh's IT Minister Nara Lokesh announced that the state has secured investment agreements totaling $175 billion across 760 projects, including a $15 billion investment from Google for its largest AI infrastructure hub outside the U.S., demonstrating a strong commitment to the AI sector.
- Data Center Development: A joint venture involving Reliance Industries, Brookfield, and Digital Realty is investing $11 billion to develop an AI data center in Visakhapatnam, aimed at enhancing the region's technological infrastructure and attracting more foreign investment.
- Land Cost Advantage: To entice investors, Andhra Pradesh is offering land at just $1 per acre, showcasing its strategic advantage in the global data center competition while also anticipating significant job creation despite concerns about employment impacts.
- Power and Water Resource Management: The state government plans to utilize surplus water draining into the Bay of Bengal for cooling data centers, which is expected to meet the power and water demands for six gigawatts of data center capacity, indicating a focus on sustainable development.
See More
Bloom Energy Stock Soars 497%: Opportunities Ahead
- Surging Market Demand: Bloom Energy's stock has surged 497% over the past year, primarily due to significant deals with hyperscalers and utility providers, showcasing its robust capability to meet the growing energy needs of data centers.
- Strategic Partnership Driving Growth: The $5 billion strategic partnership with Brookfield Asset Management enables Bloom to offer energy-as-a-service across Brookfield's trillion-dollar infrastructure portfolio, driving its product backlog to $6 billion, reflecting strong market demand.
- Production Capacity Expansion: Bloom Energy plans to double its production capacity from 1 GW to 2 GW by the end of 2026, and successfully delivered products to Oracle in just 55 days, far exceeding its 90-day promise, further solidifying its market position.
- Future Earnings Outlook: Despite Bloom Energy's high valuation, analysts project its EPS to reach $2.92 in 2027 and $4.58 in 2028, indicating that the company will continue to benefit from strong growth potential in the coming years.
See More
Bloom Energy Stock Soars on Surge in Demand
- Backlog Growth: Bloom Energy's product backlog surged by 60% in Q4 to $6 billion, bringing total backlog to $20 billion, indicating a robust market position amid soaring energy demands from data centers.
- Strategic Partnership: The $5 billion partnership with Brookfield Asset Management enables Bloom to provide energy services across its trillion-dollar infrastructure portfolio, further solidifying its leadership in the energy market.
- Capacity Expansion: Bloom plans to double its production capacity from 1 GW to 2 GW by the end of 2026, raising its 2026 revenue guidance from $3.1 billion to $3.3 billion, reflecting strong confidence in future growth.
- Optimistic Market Outlook: Despite a high P/E ratio of 107, analysts project EPS to reach $2.92 in 2027 and $4.58 in 2028, indicating that the company will continue to benefit from strong electricity demand growth in the coming years.
See More
BROOKFIELD ASSET MANAGEMENT LTD SUBMITS SEC FILING FOR UNDISCLOSED MIXED SHELF OFFERING
- Company Filing: Brookfield Asset Management Ltd has filed for a mixed shelf offering.
- Size Disclosure: The size of the offering has not been disclosed in the SEC filing.
See More
Cameco's Decade of Recovery and Future Outlook
- Significant Revenue Growth: Cameco's revenue doubled from $1.5 billion in 2021 to $3.1 billion in 2024, primarily due to the successful restart of its largest mines, indicating the company's pivotal role in the nuclear energy recovery.
- Uranium Price Recovery: The spot price of uranium rebounded from $18 per pound in 2016 to approximately $94 today, providing strong support for Cameco's profitability, which has seen consecutive profits from 2022 to 2024.
- Market Share Expansion: In 2024, Cameco mined about 17% of the world's uranium, making it the second-largest uranium miner after Kazakhstan's Kazatomprom, highlighting its significant position in the global uranium market.
- Strategic Acquisition Plans: By increasing its stake in Global Laser Enrichment and partnering with Brookfield Asset Management to acquire Westinghouse Electric, Cameco is transitioning towards a diversified nuclear energy company, with expectations of further acquisitions to accelerate this transformation.
See More
Brookfield in Exclusive Talks to Acquire Blackstone's Fidere
- Potential Deal Size: Brookfield Asset Management is in exclusive talks to acquire Blackstone's residential real estate company Fidere in Spain, with an estimated transaction value of around €1 billion ($1.2 billion), potentially making it one of the largest deals in the Spanish real estate sector this year.
- Fidere Asset Overview: Fidere's portfolio includes approximately 5,300 properties across 47 residential buildings in Madrid and a large building in Guadalajara, with the entire portfolio valued at around €1.2 billion by the end of 2024, highlighting its significant market presence.
- Market Reaction: Although both Brookfield and Blackstone declined to comment on the report, the high level of market interest in this potential transaction reflects investor confidence in the recovery of the Spanish real estate market.
- Strategic Implications: If successful, this acquisition would further solidify Brookfield's position in the European real estate market, enhancing the diversity and income potential of its asset portfolio while potentially driving further development in the Spanish real estate sector.
See More
India Plans New Data City to Boost AI Development
- Massive Investment: Andhra Pradesh's IT Minister Nara Lokesh announced that the state has secured investment agreements totaling $175 billion across 760 projects, including a $15 billion investment from Google for its largest AI infrastructure hub outside the U.S., demonstrating a strong commitment to the AI sector.
- Data Center Development: A joint venture involving Reliance Industries, Brookfield, and Digital Realty is investing $11 billion to develop an AI data center in Visakhapatnam, aimed at enhancing the region's technological infrastructure and attracting more foreign investment.
- Land Cost Advantage: To entice investors, Andhra Pradesh is offering land at just $1 per acre, showcasing its strategic advantage in the global data center competition while also anticipating significant job creation despite concerns about employment impacts.
- Power and Water Resource Management: The state government plans to utilize surplus water draining into the Bay of Bengal for cooling data centers, which is expected to meet the power and water demands for six gigawatts of data center capacity, indicating a focus on sustainable development.
See More
Bloom Energy Stock Soars 497%: Opportunities Ahead
- Surging Market Demand: Bloom Energy's stock has surged 497% over the past year, primarily due to significant deals with hyperscalers and utility providers, showcasing its robust capability to meet the growing energy needs of data centers.
- Strategic Partnership Driving Growth: The $5 billion strategic partnership with Brookfield Asset Management enables Bloom to offer energy-as-a-service across Brookfield's trillion-dollar infrastructure portfolio, driving its product backlog to $6 billion, reflecting strong market demand.
- Production Capacity Expansion: Bloom Energy plans to double its production capacity from 1 GW to 2 GW by the end of 2026, and successfully delivered products to Oracle in just 55 days, far exceeding its 90-day promise, further solidifying its market position.
- Future Earnings Outlook: Despite Bloom Energy's high valuation, analysts project its EPS to reach $2.92 in 2027 and $4.58 in 2028, indicating that the company will continue to benefit from strong growth potential in the coming years.
See More
Bloom Energy Stock Soars on Surge in Demand
- Backlog Growth: Bloom Energy's product backlog surged by 60% in Q4 to $6 billion, bringing total backlog to $20 billion, indicating a robust market position amid soaring energy demands from data centers.
- Strategic Partnership: The $5 billion partnership with Brookfield Asset Management enables Bloom to provide energy services across its trillion-dollar infrastructure portfolio, further solidifying its leadership in the energy market.
- Capacity Expansion: Bloom plans to double its production capacity from 1 GW to 2 GW by the end of 2026, raising its 2026 revenue guidance from $3.1 billion to $3.3 billion, reflecting strong confidence in future growth.
- Optimistic Market Outlook: Despite a high P/E ratio of 107, analysts project EPS to reach $2.92 in 2027 and $4.58 in 2028, indicating that the company will continue to benefit from strong electricity demand growth in the coming years.
See More
BROOKFIELD ASSET MANAGEMENT LTD SUBMITS SEC FILING FOR UNDISCLOSED MIXED SHELF OFFERING
- Company Filing: Brookfield Asset Management Ltd has filed for a mixed shelf offering.
- Size Disclosure: The size of the offering has not been disclosed in the SEC filing.
See More
Cameco's Decade of Recovery and Future Outlook
- Significant Revenue Growth: Cameco's revenue doubled from $1.5 billion in 2021 to $3.1 billion in 2024, primarily due to the successful restart of its largest mines, indicating the company's pivotal role in the nuclear energy recovery.
- Uranium Price Recovery: The spot price of uranium rebounded from $18 per pound in 2016 to approximately $94 today, providing strong support for Cameco's profitability, which has seen consecutive profits from 2022 to 2024.
- Market Share Expansion: In 2024, Cameco mined about 17% of the world's uranium, making it the second-largest uranium miner after Kazakhstan's Kazatomprom, highlighting its significant position in the global uranium market.
- Strategic Acquisition Plans: By increasing its stake in Global Laser Enrichment and partnering with Brookfield Asset Management to acquire Westinghouse Electric, Cameco is transitioning towards a diversified nuclear energy company, with expectations of further acquisitions to accelerate this transformation.
See More
Brookfield in Exclusive Talks to Acquire Blackstone's Fidere
- Potential Deal Size: Brookfield Asset Management is in exclusive talks to acquire Blackstone's residential real estate company Fidere in Spain, with an estimated transaction value of around €1 billion ($1.2 billion), potentially making it one of the largest deals in the Spanish real estate sector this year.
- Fidere Asset Overview: Fidere's portfolio includes approximately 5,300 properties across 47 residential buildings in Madrid and a large building in Guadalajara, with the entire portfolio valued at around €1.2 billion by the end of 2024, highlighting its significant market presence.
- Market Reaction: Although both Brookfield and Blackstone declined to comment on the report, the high level of market interest in this potential transaction reflects investor confidence in the recovery of the Spanish real estate market.
- Strategic Implications: If successful, this acquisition would further solidify Brookfield's position in the European real estate market, enhancing the diversity and income potential of its asset portfolio while potentially driving further development in the Spanish real estate sector.
See More
