Brookfield Asset Management Ltd.
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SEC XBRL · annual| FY25 | FY24 | FY23 | |
|---|---|---|---|
| Revenue | $3.94B | $3.38B | $3.14B |
| Operating income | — | — | — |
| Net income | $2.40B | $541.0M | $451.0M |
| Total assets | $17.05B | $4.39B | $3.21B |
| Total liabilities | $6.74B | $1.11B | $1.12B |
| Equity | $8.91B | $3.25B | $2.08B |
| EPS (diluted) | — | — | — |
| Shares out. | — | — | — |
Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.
Key ratios
from filings · FY2025- Operating margin
- —
- Net margin
- 60.8%
- Return on equity
- 26.9%
- Return on assets
- 14.1%
- Return on capital (ROCE)
- —
- Liabilities / assets
- 39.5%
- Debt / equity
- 0.76×
- Book value / share
- —
- Revenue growth (YoY)
- 16.7%
- Net income growth (YoY)
- 343.3%
Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.
Financial health
forensic scores · FY2025- Accruals / assets
- 1.7%clean
- Piotroski F-Score
- 3/6weak
Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.
Quality score
EDS ScoreOur own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.
Signs
● 1 severe● 5 good- Filed a late-filing notice (Form NT) — missed an SEC deadline
- Strong return on equity (>15%)
- Revenue is growing year-over-year
- Conservative leverage (liabilities < 50% of assets)
- Positive operating cash flow
- Clean earnings (low accruals)
Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.
Risk flags
late SEC filings- NT 10-Kmissed a reporting deadline ↗Mar 3, 2025
A Form NT means the company notified the SEC it would file a periodic report late — often an accounting, audit or liquidity warning sign. Also search SEC enforcement actions for this company.
5%+ owners
SEC Schedule 13D / 13G · last 3 yrs- Brookfield Corp /On/Activist (13D)Apr 6, 2026
- Capital World InvestorsPassive (13G)May 13, 2025
- Partners Value Investments L.P.Activist (13D)Feb 5, 2025
Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.
Insider transactions
SEC Form 4 · most recent| Insider | Date | Type | Shares | Price |
|---|---|---|---|---|
| Brookfield Asset Management Ltd.10% owner | Mar 31, 2026 | J | 314,544.881 | $10.37 |
| Brookfield Asset Management Ltd.10% owner | Mar 20, 2026 | J | 106,210.226 | $10.36 |
| Brookfield Asset Management Ltd.10% owner | Feb 20, 2026 | J | 105,895 | $10.38 |
| Brookfield Asset Management Ltd.10% owner | Jan 21, 2026 | J | 104,268.008 | $10.43 |
| Brookfield Asset Management Ltd.10% owner | Dec 31, 2025 | J | 313,603 | $10.43 |
| Brookfield Asset Management Ltd.10% owner | Nov 8, 2024 | J | 25.1M | — |
| Oaktree Acquisition Holdings Iii Ls, Llc10% owner | Oct 30, 2024 | Conversion | 33,981 | $10.00 |
| Brookfield Corp /On/10% owner | Sep 20, 2023 | J | 90,505 | $12.51 |
| Brookfield Corp /On/10% owner | Aug 21, 2023 | J | 91,263 | $12.56 |
| Brookfield Multi-Strategy Master Fund LpDirector | Mar 28, 2023 | Sell | 24,744 | $11.96 |
Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.
Short interest
FINRA · bi-monthly| Settlement | Shares short | Days to cover | Δ vs prior |
|---|---|---|---|
| May 15, 2026 | 21.4M | 6.1 | +8.6% |
| Apr 30, 2026 | 19.7M | 6.4 | +8.6% |
| Apr 15, 2026 | 18.1M | 4.6 | +1.4% |
| Mar 31, 2026 | 17.9M | 4.4 | +12.9% |
| Mar 13, 2026 | 15.8M | 3.5 | -23.6% |
Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.
Material events
SEC Form 8-K · most recent- Other material eventMay 11, 2026
- Shareholder vote · Other material eventMay 8, 2026
- Results of operationsMay 8, 2026
- Other material eventMay 6, 2026
- Entered a material agreement · New financial obligationApr 17, 2026
- Other material eventApr 16, 2026
- Other material eventApr 15, 2026
- Other material eventApr 14, 2026
Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.
Recent SEC filings
All filings ↗- 8-KFORM 8-KMay 11, 2026
- 8-KFORM 8-KMay 8, 2026
- 10-QMay 8, 2026
- 8-KFORM 8-KMay 8, 2026
- 8-KFORM 8-KMay 6, 2026
- 8-KFORM 8-KApr 17, 2026
- 8-KFORM 8-KApr 16, 2026
- SUPPLApr 16, 2026
- 8-KFORM 8-KApr 15, 2026
- FWPApr 14, 2026
- 8-KFORM 8-KApr 14, 2026
- SUPPLApr 14, 2026
- 8-KFORM 8-KApr 8, 2026
- SCHEDULE 13D/AApr 6, 2026
- 8-KFORM 8-KApr 2, 2026
Event-driven situations (2)
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