Latest revenue
$990.0M
as of 2026-03-31
Latest net income
—
as of 2026-03-31
Net margin
—
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- —
- Enterprise value
- —
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 3.8%
- 52-wk high
- $64.10
- 52-wk low
- $42.20
- Beta
- —
- Shares out
- —
5-year trend
dashed bar = fiscal Q4 derived from 10-K annual − Q1 − Q2 − Q3 (SEC requires only three 10-Qs per year).
What this company does
ITEM 1. BUSINESS Business Overview We are a leading global alternative asset manager, headquartered in New York, NY, with over $1 trillion of Assets Under Management across infrastructure, renewable power and transition, private equity, real estate, and credit. We invest client capital for the long-term with a focus on real assets and essential service businesses that form the backbone of the global economy. We offer a range of alternative investment products to over 2,400 institutional clients around the world—including public and private pension plans, endowments and foundations, sovereign wealth funds, financial institutions, insurance companies and private wealth investors which also…
AI summary unavailable — showing raw filing excerpt
Generated from BAM's filing dated 2026-03-02
Key risks
ITEM 1A. RISK FACTORS You should carefully consider the following risk factors, in addition to other information set forth in this Annual Report. If any of the following risks were actually to occur, our business, financial condition and results of operations and the prospects and value of the Class A Shares would likely be materially impacted. Risks Relating to Our Business The trading price of the Class A Shares is subject to volatility due to market conditions and other factors and cannot be predicted. The market price of our Class A Shares may be volatile and could fluctuate significantly in response to factors both related and unrelated to our operating performance and/or future…
AI summary unavailable — showing raw filing excerpt
Generated from BAM's filing dated 2026-03-02
Profitability
Net margin
49.8%
6.0%Return on equity
64.9%
36.9%Return on assets
14.1%
70.7%Leverage
Debt / equity
0.35×
35.5%Debt / assets
26.0%
26.3%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $990.0M | +3.8% | — | — | — |
Q4 2025 2025-12-31 | $1.96B | +30.5% | — | — | — |
Q3 2025 2025-09-30 | $974.0M | +11.6% | — | — | — |
Q2 2025 2025-06-30 | $931.0M | +13.4% | — | — | — |
Q1 2025 2025-03-31 | $954.0M | +21.4% | — | — | — |
Q4 2024 2024-12-31 | $1.50B | — | — | — | — |
Q3 2024 2024-09-30 | $873.0M | — | — | — | — |
Q2 2024 2024-06-30 | $821.0M | — | — | — | — |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Investment Advice · SIC 6282
Your notes
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Insider activity
Insider buying
$0
Insider selling
$0
Net activity
+$0
Distinct insiders
0
Open-market trades over the last 365 days.
Recent transactions
| Date | Insider | Type | Shares | Price | Value |
|---|
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns BAM
Institutional value
$6.28B
Total shares held
143.4M
Distinct holders
416
As of
2026-03-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | TD ASSET MANAGEMENT INC | 13.4M | $594.1M | — | New |
| 2 | PRINCIPAL FINANCIAL GROUP INC | 12.7M | $566.1M | — | New |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 11.6M | $514.3M | — | New |
| 4 | BANK OF MONTREAL /CAN/ | 10.5M | $467.5M | — | New |
| 5 | Capital World Investors | 10.5M | $467.4M | — | New |
| 6 | MACKENZIE FINANCIAL CORP | 9.8M | $434.1M | — | New |
| 7 | Capital International Investors | 7.6M | $338.8M | — | New |
| 8 | BlackRock, Inc. | 5.5M | $245.2M | — | New |
| 9 | CIBC Asset Management Inc | 5.3M | $235.4M | — | New |
| 10 | TD Waterhouse Canada Inc. | 4.7M | $206.1M | — | New |
| 11 | VANGUARD FIDUCIARY TRUST CO | 3.4M | $152.3M | — | New |
| 12 | DAVENPORT & Co LLC | 3.4M | $151.5M | — | New |
| 13 | COOKE & BIELER LP | 3.1M | $137.1M | — | New |
| 14 | Vanguard Global Advisers, LLC | 2.7M | $119.3M | — | New |
| 15 | Legal & General Group Plc | 2.2M | $98.5M | — | New |
| 16 | Markel Group Inc. | 2.2M | $97.5M | — | New |
| 17 | SCOTIA CAPITAL INC. | 1.9M | $85.2M | — | New |
| 18 | JANE STREET GROUP, LLC | 1.9M | $83.5M | — | New |
| 19 | Madison Asset Management, LLC | 1.7M | $74.5M | — | New |
| 20 | INTACT INVESTMENT MANAGEMENT INC. | 1.7M | $73.8M | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once BAM's latest filing finishes processing.