Brookfield Asset Management Reports Strong Q4 Earnings and New CEO Appointment
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4d ago
0mins
Should l Buy BAM?
Source: seekingalpha
- Earnings Beat: Brookfield Asset Management reported a Q4 distributable EPS of $0.47, surpassing the analyst estimate of $0.44, and increasing from $0.41 in Q3 and $0.40 in Q4 2024, indicating sustained profitability growth.
- CEO Transition: The board appointed Connor Teskey as the new CEO, succeeding Bruce Flatt, who will remain as chair; Teskey's previous role as president of the Renewable Power and Transition unit positions him to drive strategic growth in renewable energy.
- Dividend Increase: Brookfield raised its quarterly dividend to $0.5025 per share, a 15% increase from the prior dividend, which not only boosts investor confidence but also reflects the company's strong cash flow and profitability.
- Capital Raising and Deployment: The company raised $35 billion in capital this quarter, including $23 billion in credit and $1.1 billion in renewable power, although it deployed $13 billion, down from $23 billion in Q3, indicating active market engagement despite a decrease in capital deployment.
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Analyst Views on BAM
Wall Street analysts forecast BAM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BAM is 64.28 USD with a low forecast of 57.00 USD and a high forecast of 75.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
10 Analyst Rating
4 Buy
5 Hold
1 Sell
Moderate Buy
Current: 48.660
Low
57.00
Averages
64.28
High
75.00
Current: 48.660
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.
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- 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.
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- NuScale's Innovation: NuScale's small modular reactors (SMRs) are designed for deployment in areas unsuitable for conventional reactors; while still in the front-end engineering phase, a contract with the Tennessee Valley Authority will facilitate expansion before 2032.
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See More
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- Uranium Price Recovery: The spot price of uranium has rebounded from $18 per pound in 2016 to $94, driven by surging demand from the cloud and AI sectors, prompting countries to restart nuclear projects and enhancing Cameco's market outlook.
- Revenue Growth: Cameco is projected to achieve a 29% CAGR in revenue from 2021 to 2024, with analysts forecasting revenue and EPS growth rates of 9% and 91%, respectively, from 2024 to 2027, indicating a significant enhancement in the company's profitability.
- Dividend Potential: Although Cameco's current dividend yield is only 0.15%, its 13% payout ratio provides ample room for future increases, and analysts expect uranium prices to continue rising, which will generate additional cash flow to support dividend hikes.
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- Significant Earnings Growth: Management reported a 28% year-over-year increase in fee-related earnings (FRE) to $867 million, bringing total FRE for the year to $3 billion, reflecting the company's sustained profitability and competitive position in asset management.
- Leadership Transition: The company announced Connor Teskey as the new CEO, marking a smooth leadership transition while James Flatt continues as Chair of the Board, ensuring strategic continuity and helping to maintain investor confidence.
- AI Infrastructure Initiative: Brookfield launched a $100 billion global AI infrastructure program with a $10 billion target for its inaugural fund, which has already secured $5 billion in commitments, indicating the company's proactive positioning in emerging technology sectors and expected future investment growth.
See More
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- CEO Transition: The board appointed Connor Teskey as the new CEO, succeeding Bruce Flatt, who will remain as chair; Teskey's previous role as president of the Renewable Power and Transition unit positions him to drive strategic growth in renewable energy.
- Dividend Increase: Brookfield raised its quarterly dividend to $0.5025 per share, a 15% increase from the prior dividend, which not only boosts investor confidence but also reflects the company's strong cash flow and profitability.
- Capital Raising and Deployment: The company raised $35 billion in capital this quarter, including $23 billion in credit and $1.1 billion in renewable power, although it deployed $13 billion, down from $23 billion in Q3, indicating active market engagement despite a decrease in capital deployment.
See More
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- 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.
See More
