Brookfield Asset Management LTD

Market Movers (8-K)

NYSE
Brookfield Asset Management has finalized its acquisition of Oaktree, consolidating its credit platform and expanding its global reach.
NYSE
NAVER, NVIDIA, and Brookfield announced plans to significantly expand South Korea's AI cloud infrastructure, increasing planned investment to 200 megawatts by 2028.
Capital raise
NYSE
Brookfield Asset Management Ltd. has announced its second quarter 2026 results conference call and webcast scheduled for August 5, 2026.
NYSE
Brookfield Asset Management and Mitsubishi HC Capital have formed a joint venture to acquire and operate renewable energy assets in Europe, with a seed portfolio of 570 MW.
NYSE
Brookfield Asset Management is investing $500 million in a new AI deployment platform in partnership with OpenAI to accelerate enterprise-wide AI adoption.
Capital raise
NYSE
Brookfield Asset Management shareholders re-elected all 12 board nominees and approved executive compensation and new equity plans.

Quarterly Earnings (10-Q)

NYSE
Brookfield Asset Management reported a 16% increase in net income to $586 million for the first quarter of 2026, driven by growth in fee-bearing capital and strong performance across its investment strategies.
Capital raise
NYSE
Brookfield Asset Management Ltd. reported significant increases in net income, revenue, and Fee-Bearing Capital for the third quarter and first nine months of 2025, driven by robust fundraising and strategic acquisitions.
Capital raise
Better than expected
NYSE
Brookfield Asset Management Ltd. reported significant increases in net income and Fee-Bearing Capital for Q2 2025, driven by robust fundraising and strategic investments across its diverse asset management strategies.
Better than expected
Capital raise
NYSE
Brookfield Asset Management's Q1 2025 results show increased revenues and Fee-Bearing Capital, driven by fundraising and strategic deployments.
Better than expected

Annual Reports (10-K)

NYSE
Brookfield Asset Management Ltd. reported significant growth in Fee-Bearing Capital and Distributable Earnings for 2025, driven by strong fundraising and strategic investments in AI infrastructure and private credit.
Capital raise
Better than expected
NYSE
Brookfield Asset Management's 2024 10-K filing reveals a year of solid fundraising, strategic acquisitions, and a corporate restructuring aimed at simplifying its structure and broadening its shareholder base.

Insider Trading (Form 4)

NYSE
Brookfield REIT Adviser LLC redeemed 314,544.881 shares of Brookfield Real Estate Income Trust Inc. as payment for management fees.
NYSE
Brookfield REIT Adviser LLC received 106,210.226 shares of Brookfield Real Estate Income Trust Inc. common stock as payment for its monthly management fee.
NYSE
Brookfield Asset Management and affiliated entities increased their indirect beneficial ownership in Brookfield Real Estate Income Trust Inc. by acquiring 105,895 Class I Common Stock shares as payment for management fees.
NYSE
Brookfield Asset Management and related entities increased their beneficial ownership in Brookfield Real Estate Income Trust Inc. by acquiring shares as payment for advisory services.
NYSE
Brookfield Asset Management and related entities reported the redemption of 313,603 Class I Common Stock shares of Brookfield Real Estate Income Trust Inc. at $10.431 per share, related to a management fee payment.
NYSE
Brookfield Asset Management and related entities have reduced their beneficial ownership in Brookfield Real Estate Income Trust, triggering an exit filing.

Schedule 13D - Activist Investments

NYSE
Brookfield Corporation and BAM Partners Trust have amended their Schedule 13D filing to disclose a new $1 billion margin loan facility, pledging 65 million Class A shares of Brookfield Asset Management Ltd. as collateral.
Capital raise
NYSE
Brookfield Corporation has entered into a share transfer agreement to move 65 million Class A Limited Voting Shares of Brookfield Asset Management Ltd. and all shares of Canadian Intercontinental Equities Limited to Brookfield Wealth Solutions Ltd. for approximately $3.3 billion in Class C non-voting shares and/or debt.
Delay expected
Capital raise
NYSE
Brookfield Corporation and BAM Partners Trust have filed a Schedule 13D, reporting beneficial ownership of 72.9% of Brookfield Asset Management Ltd.'s Class A Limited Voting Shares following a plan of arrangement completed on February 4, 2025.
Capital raise
NYSE
Partners Value Investments L.P. and Partners Value Split Corp. have filed an exit amendment to their Schedule 13D, reporting a decrease in their beneficial ownership of Brookfield Asset Management Ltd.'s Class A Limited Voting Shares to below 5% following a corporate arrangement.
Capital raise

Schedule 13G - Passive Investments

NYSE
Capital World Investors has filed an amended Schedule 13G, disclosing a 1.5% passive ownership stake in Brookfield Asset Management Ltd., holding 24,135,043 shares as of March 31, 2025.