Brookfield (BN)
Allocates capital across asset management, wealth solutions, and global real-asset operating platforms.
Something off on this page? Send us feedback.
Owns interests across asset management, insurance-based wealth solutions, renewable power, infrastructure, private equity, and real estate. Earnings and capital deployment combine a controlling economic stake in separately listed BAM with direct investments and operating businesses, while asset-level financing and capital recycling shape the parent’s exposure.
Owns and allocates capital across Asset Management, Wealth Solutions, Renewable Power and Transition, Infrastructure, Private Equity, and Real Estate. Its interest in separately listed BAM combines fee-bearing management economics with direct investments alongside managed funds.
Acquires businesses and real assets, finances them mainly at the asset level, improves operations, monetizes mature holdings, and recycles proceeds. The platform spans global markets rather than one country and includes insurance-based long-duration capital.
Results depend on fundraising and fee generation at BAM, insurance liabilities and investment performance in Wealth Solutions, operating cash flow and financing across affiliates, and timely asset monetizations. Obligations at core businesses and investments are generally non-recourse to the parent.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 14, 2026 | Scotiabank | Reiterate | Rating: —Target: $53 | Target: $54 |
| Jul 21, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $61 | Target: $59 |
| May 19, 2026 | TD Securities | Target | Target: $82 | Target: $60 |
| May 15, 2026 | Scotiabank | Reiterate | Rating: —Target: $52 | Target: $53 |
| May 15, 2026 | RBC Capital | Reiterate | Rating: —Target: $58 | Target: $61 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $14.89B · Total debt $264.98B · Total assets $525.52B · Shareholders' equity $46.57B
- Revenue
- $19.28B
- Operating income
- $4.67B
- Net income
- $354.8M
HistoryDividendAnnual yield
| Institutions | 67.08% | 1.50B shares | |
|---|---|---|---|
| 967 holders · as of Jun 30, 2026 | |||
| Other | 32.92% | 735.34M shares | |
| remainder | |||
2.23B company shares as of Aug 25, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Partners Value Investments L.P.Institution | 8.12% | 181.41M | as of Jun 30, 2026 |
Royal Bank of CanadaInstitution | 5.18% | 115.76M | as of Jun 30, 2026 |
Capital World InvestorsInstitution | 3.52% | 78.68M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 2.75% | 61.38M | as of Jun 30, 2026 |
Dodge & CoxInstitution | 2.74% | 61.21M | as of Jun 30, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
- Blackstone
Broad overlap across alternatives, real assets, credit and private wealth
- KKR
Multi-asset rival spanning private equity, real assets, credit and insurance
- Apollo Global Management
Closest overlap in private credit and insurance-based retirement solutions
- Ares Management
Credit-led alternatives platform with growing real estate and infrastructure
- The Carlyle Group
Established private-capital peer in buyouts, credit and real assets
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Brookfield | $37.93 | −0.14% | $84.83B | 68.1 | 12.0 | 1.1 | +9.3% |
| Blackstone | $123.73 | −2.12% | $152.70B | 28.1 | 19.3 | 9.5 | +2.4% |
| KKR | $98.70 | −2.11% | $90.53B | 31.7 | 14.0 | 4.3 | −44.8% |
| Apollo Global Management | $125.56 | −1.84% | $73.67B | 28.6 | 12.8 | 2.0 | +63.7% |
| Ares Management | $124.70 | −1.56% | $41.60B | 52.6 | 19.2 | 6.5 | +5.8% |
| The Carlyle Group | $40.23 | −1.55% | $14.71B | 42.5 | 9.8 | 3.7 | −29.3% |
| Median | 31.7 | 14.0 | 4.3 | +2.4% |