Brookfield Asset Management 1Q26 EPS Wrap-up

Goldman Sachs maintains a Buy rating on Brookfield Asset Management following strong 1Q26 results and an improved FRE growth outlook exceeding 17%.

Key Takeaways

• 1.BAM expects 2026 fee-related earnings (FRE) growth to exceed its 17% 5-year target, supported by the Oaktree consolidation and the Just Group acquisition.
• 2.Fundraising momentum remains strong with $21bn raised in 1Q, led by infrastructure and private equity flagships.
• 3.Management has taken an opportunistic approach to capital management, repurchasing $575mn of shares year-to-date.

Table of Contents

• Key takeaways from EPS
• Disclosure Appendix
• GS Factor Profile
• M&A Rank
• Quantum
• Disclosures
• Price target and rating history chart(s)
• Regulatory disclosures

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