Brookfield Asset Management .(BAM)
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Soho House Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Soho House & Co Inc. - SHCO
Businesswire· 2026-02-04 20:51
Soho House Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Soho House & Co Inc. - SHCOFeb 4, 2026 3:51 PM Eastern Standard Time# Soho House Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Soho House & Co Inc. - SHCOShare---NEW YORK & NEW ORLEANS--([BUSINESS WIRE])--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of [Kahn Swick & Foti], LLC ("KSF†) are investigating t ...
Brookfield Asset Management Names New CEO, Offers for Warner Bros | Bloomberg Deals 2/4/2026
Youtube· 2026-02-04 19:14
>> LIVE FROM BLOOMBERG'S WORLD HEADQUARTERS IN NEW YORK CITY, WE ARE TRACKING THE KEY PLAYERS, MAJOR MOVES AND THE CAPITAL FLOWS SHAPING MARKETS. THIS IS "BLOOMBERG DEALS." >> WELCOME TO THE FIRST EVER EPISODE OF "BLOOMBERG DEALS." THE ONLY SHOW DEDICATED TO CORPORATE ACTION RESHAPING MARKETS. LET'S GET THE BIG DEALS THIS WEEK.ELON MUSK IS COMBINING SPACEX AND X AI IN A DEAL THAT COMBINES AT $1.25% TRILLION. TEXAS INSTRUMENTS REACHES A DEAL TO BUY FOR $7.5% BILLION. WE WILL SPEAK WITH THE BROOKFIELD CEO BRU ...
Peakstone Realty Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Peakstone Realty Trust - PKST
Businesswire· 2026-02-04 17:50
NEW YORK CITY & NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC ("KSF†) are investigating the proposed sale of Peakstone Realty Trust (NYSE: PKST) to Brookfield Asset Management (NYSE: BAM). Under the terms of the proposed transaction, shareholders of Peakstone will receive $21.00 in cash for each share of Peakstone that they own. KSF is seeking to determine whether this consideration and the process th. ...
Eddie Bauer expected to close all stores in North America as corporate parent eyes bankruptcy
Fox Business· 2026-02-04 16:19
Eddie Bauer stores could be next on the chopping block. Catalyst Brands, which owns the license to operate Eddie Bauer stores across North America, is preparing to file for bankruptcy protection, a source close to the matter told Fast Company.The filing could cause the company to shutter all of its North American stores, the person said. The company operates mainly across the U.S. and Canada with about 180 locations. There are 20 international locations, according to reports. FOX Business reached out to Ca ...
Brookfield Asset Management .(BAM) - 2025 Q4 - Earnings Call Transcript
2026-02-04 16:02
Financial Data and Key Metrics Changes - In 2025, the company raised $112 billion of capital, reflecting strong demand from various investor types [7] - Fee-bearing capital increased by 12% year-over-year to over $600 billion, with fee-related earnings reaching a record $3 billion, up 22% year-over-year [8] - Distributable earnings were $2.7 billion, an increase of 14% from the prior year [8][26] Business Line Data and Key Metrics Changes - In renewable power, significant investments included acquiring Neoen and National Grid's US renewables platform [15] - The private equity sector saw investments in Chemelex, a global industrial technology business [15] - Infrastructure investments included Hotwire Communications and Colonial Pipeline, enhancing the company's footprint in essential services [15] Market Data and Key Metrics Changes - The company entered 2026 with a favorable market backdrop, characterized by stabilized interest rates and resilient economic growth [9] - There is renewed global demand for real assets that generate stable cash flows, particularly in the context of inflation protection [9][10] Company Strategy and Development Direction - The company aims to double its business by 2030 and achieve a 15% annualized earnings growth [10] - A significant focus is on expanding access to private assets for individual investors through retirement and long-duration savings vehicles [10] - The company is well-positioned to capture growth opportunities in infrastructure, private equity, and credit sectors [25] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about 2026, expecting strong fundraising momentum and growth across various platforms [25] - The company anticipates a record year for fundraising, particularly in private equity and infrastructure [19][25] - Management highlighted the importance of maintaining a strong balance sheet and liquidity to support growth initiatives [33] Other Important Information - The board of directors approved a 15% increase in the quarterly dividend to $0.50025 per share, payable on March 31, 2026 [34] - The company plans to enhance disclosure around partner managers to provide clearer insights into its evolving platform [26] Q&A Session Summary Question: Is secondaries a strategically important area for the company? - Management acknowledged that secondaries are a growing segment and will be opportunistic in exploring this area, focusing on highly additive opportunities [37][38] Question: Can you elaborate on the growth outlook for 2026? - Management expects growth rates in the mid- to high teens, driven by strong fundraising and deployment activity, with several initiatives expected to add $200 million to fee-related earnings [40][42] Question: How does the company view AI-related disruption? - Management sees AI as a net positive, with minimal exposure to software businesses, focusing instead on long-term contracted real assets [48][49] Question: What is the company's liquidity position? - The company has over $3 billion in liquidity, which supports growth initiatives and capital deployment [52][56] Question: How is the company positioned in the credit market? - Management noted robust demand for credit, particularly in real asset and asset-backed lending, with modest redemptions in private wealth strategies [76][77] Question: What is the outlook for the wealth channel? - The company expects continued growth in the wealth channel, driven by new product launches and strong early reception [80][81]
Brookfield Asset Management .(BAM) - 2025 Q4 - Earnings Call Transcript
2026-02-04 16:02
Brookfield Asset Management (NYSE:BAM) Q4 2025 Earnings call February 04, 2026 10:00 AM ET Company ParticipantsBruce Flatt - Chairman and CEOConor Teskey - CEOHadley Peer Marshall - CFOJason Fuchs - Head of Investor RelationsConference Call ParticipantsAlexander Blostein - AnalystBart Dziarski - AnalystCherilyn Radbourne - AnalystCraig Siegenthaler - AnalystCrispin Love - AnalystDaniel Fannon - AnalystDean Wilkinson - AnalystJaeme Gloyn - AnalystKenneth Worthington - AnalystMario Saric - AnalystMichael Brow ...
Brookfield Asset Management .(BAM) - 2025 Q4 - Earnings Call Transcript
2026-02-04 16:00
Brookfield Asset Management (NYSE:BAM) Q4 2025 Earnings call February 04, 2026 10:00 AM ET Speaker4Welcome to the Brookfield Asset Management fourth quarter 2025 earnings call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during this session, you'll need to press star one one on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please pr ...
Brookfield Asset Management .(BAM) - 2025 Q4 - Earnings Call Presentation
2026-02-04 15:00
Brookfield Asset Management Overview BAM is a leading alternative asset manager with a more than 25-year track record of delivering strong, risk-adjusted returns by investing in high-quality assets, forming the backbone of the global economy | Fee-Bearing Capital | $603B | Our Businesses by Fee-Bearing Capital | | | | --- | --- | --- | --- | --- | | | | Infrastructure | | | | | | | $106B | | | Assets Under Management | $1.2T | Renewable Power & Transition | | | | | | $67B | | | | Operating Employees | ~250K ...
Brookfield Asset Management .(BAM) - 2025 Q4 - Annual Results
2026-02-04 14:02
Financial Performance - Brookfield Asset Management reported record quarterly fee-related earnings of $867 million, up 28% year-over-year, and distributable earnings of $767 million, up 18% year-over-year[2][10]. - Net income for Q4 2025 was $615 million, with total net income for the year reaching $2.4 billion, marking a significant increase from the previous year[9][28]. - Brookfield's total revenues for 2025 reached $4.8 billion, up from $3.98 billion in 2024, driven by strong management and incentive fee revenues[28]. - Net income for Q4 2025 was $615 million, a decrease of 9.6% from $680 million in Q4 2024[29]. - Fee-related earnings (FRE) increased to $867 million in Q4 2025, up 28.1% from $677 million in Q4 2024[33]. - Distributable earnings (DE) rose to $767 million in Q4 2025, compared to $649 million in Q4 2024, reflecting an 18.2% increase[29]. - Base management and advisory fees reached $873 million in Q4 2025, a 9.9% increase from $794 million in Q4 2024[33]. - Incentive fees surged to $212 million in Q4 2025, doubling from $106 million in Q4 2024[33]. - Total fee revenues for the year ended December 31, 2025, were $5.487 billion, a 16.6% increase from $4.706 billion in 2024[33]. - The company reported a provision for taxes of $299 million in Q4 2025, significantly higher than $129 million in Q4 2024[29]. - Depreciation and amortization expenses increased to $24 million in Q4 2025 from $3 million in Q4 2024[29]. Dividends and Shareholder Returns - Brookfield announced a 15% increase in its quarterly dividend to $0.5025 per share, payable on March 31, 2026[5]. Fundraising and Investments - The company achieved a record fundraising of $35 billion in Q4 2025, totaling $112 billion for the year, with fee-bearing capital growing to over $600 billion, reflecting a 12% year-over-year increase[2][11]. - As of December 31, 2025, Brookfield had $134 billion in uncalled fund commitments, with $63 billion expected to generate approximately $630 million in annual fees once deployed[20]. - Corporate liquidity stood at $3.0 billion, including cash and undrawn capacity on revolving credit[21]. Strategic Initiatives - The company launched a $100 billion global AI infrastructure program, with $5 billion already secured in commitments for the Brookfield AI Infrastructure Fund[14][24]. - Brookfield completed the acquisition of a majority interest in Angel Oak, a leading asset manager with over $10 billion in fee-bearing capital[24]. - The company plans to acquire the remaining 26% of Oaktree for approximately $3.0 billion, expected to close in the first half of 2026[24]. Long-term Focus - The company emphasized its focus on long-term investments in real assets and essential service businesses, managing over $1 trillion in assets[41]. - Shareholders are encouraged to review the detailed financial results and strategy documents available on the company's website[36].
Brookfield Asset Management (BAM) Beats Q4 Earnings and Revenue Estimates
ZACKS· 2026-02-04 13:56
Brookfield Asset Management (BAM) came out with quarterly earnings of $0.47 per share, beating the Zacks Consensus Estimate of $0.43 per share. This compares to earnings of $0.4 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +8.80%. A quarter ago, it was expected that this investment manager would post earnings of $0.4 per share when it actually produced earnings of $0.41, delivering a surprise of +2.5%.Over the last four qua ...