earnings
confidence high
sentiment positive
materiality 0.85
Brookfield Asset Management Q4 2025: FRE $867M (+28%); CEO Connor Teskey appointed; dividend +15%
Brookfield Asset Management Ltd.
- Record Q4 FRE of $867M ($0.53/share), up 28% YoY; DE $767M ($0.47/share), up 18%
- Record fundraising $35B in Q4, $112B full year; fee-bearing capital grew 12% to $603B
- Dividend raised 15% to $0.5025/share quarterly, payable March 31 to holders of record Feb 27
- Connor Teskey named CEO effective Feb 3; Bruce Flatt remains Chair of BAM and CEO of Brookfield Corp
- Oaktree acquisition of remaining 26% for ~$3.0B expected to close H1 2026; AI infrastructure program launched