Should You Buy Brookfield Asset Management While It's Below $55?

Published: Friday, December 26, 2025 at 7:50 am

Brookfield Asset Management Stock Dips Below $55, Presenting Potential Buying Opportunity

Shares of Brookfield Asset Management (BAM) have recently fallen below $55, a price point they largely maintained for the past six months. This dip has increased the company's dividend yield to 3.3%, significantly higher than the S&P 500's 1.1%.

Despite the recent price drop, Brookfield Asset Management is experiencing a strong year. The alternative investment manager has seen its fee-related earnings grow by 19% over the past 12 months, reaching $1.72 per share. Its fee-bearing assets under management (AUM) have also increased, rising by 8% to $581 billion. The company successfully closed its second global transition flagship fund, raising a record $20 billion, and its largest-ever real estate strategy fund, exceeding $17 billion.

Brookfield has also made strategic investments to bolster its platform. This includes acquiring the remaining interest in Oaktree and a majority interest in Angel Oak, a specialty mortgage and consumer credit solutions asset manager. Furthermore, Brookfield Wealth Solutions acquired a company, and Brookfield Asset Management will become the investment manager for a significant portion of its portfolio. The company has also partnered with the U.S. Government to accelerate nuclear energy deployment, with the government committing $80 billion to new nuclear plants. Additionally, Brookfield launched a $100 billion AI infrastructure program through its inaugural Brookfield AI Infrastructure fund.

Brookfield Asset Management anticipates continued growth, projecting earnings growth of over 20% annually. Key growth drivers include the increasing interest of individual investors in alternative investments, the burgeoning AI infrastructure market, and the expansion of its private credit platform. The company has launched funds targeting the private wealth market and sees a $7 trillion investment opportunity in AI infrastructure. Brookfield aims to more than double its fee-bearing AUM from credit assets by 2030.

Brookfield believes it can double its business over the next five years, potentially doubling its dividend payment and stock value.

BNN's Perspective:

While the recent dip in Brookfield Asset Management's stock price may be concerning to some, the company's strong financial performance, strategic investments, and focus on high-growth sectors like AI and private credit suggest a promising long-term outlook. The increased dividend yield adds to the appeal for income-focused investors. However, as with any investment, potential buyers should carefully consider their own risk tolerance and investment goals.

Keywords: Brookfield Asset Management, BAM, stock, investment, dividend, alternative investments, AUM, fee-related earnings, AI, infrastructure, private credit, Oaktree, Angel Oak, nuclear energy, U.S. Government, growth, investors, finance, market

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