---
schema_version: "secwatch.filing_event.v1"
accession: "0001171843-25-007121"
form_type: "8-K"
ticker: "BAM"
cik: "0001937926"
company_name: "Brookfield Asset Management Ltd."
filed_at: "2025-11-07T23:59:59+00:00"
generated_at: "2026-05-16T23:09:44.200033+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Brookfield AM Q3: record FRE $754M (+17% YoY), raises $30B, to acquire remaining Oaktree stake

## Summary
- Net income $724M (+33% YoY); FRE $754M ($0.46/sh, +17%); DE $661M ($0.41/sh, +7%).
- Record fundraising of $30B in Q3, $100B LTM; deployments $23B; fee-bearing capital $581B (+8% YoY).
- Announced acquisition of remaining 26% of Oaktree for ~$3.0B ($1.6B from BAM); expected close H1 2026.
- Declared quarterly dividend of $0.4375/sh, payable Dec 31, 2025 to shareholders of record Nov 28.
- Issued $750M of 30-yr notes at 6.077%; increased revolver capacity to $1.0B.

## SEC filing metadata
- accession: 0001171843-25-007121
- form_type: 8-K
- ticker: BAM
- cik: 0001937926
- company_name: Brookfield Asset Management Ltd.
- filed_at: 2025-11-07T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1937926/000117184325007121/0001171843-25-007121-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1937926/000117184325007121/f8k_110725.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001171843-25-007121
- JSON: https://secwatch.observer/filing/0001171843-25-007121.json
- Plain text: https://secwatch.observer/filing/0001171843-25-007121.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.