BAMMEDIUM SIGNALFINANCIAL10-K

BAM shifted from foreign private issuer status to standard U.S. reporting requirements while delivering solid revenue growth and a substantial increase in stockholders' equity.

The transition from foreign private issuer status to voluntary standard SEC reporting suggests BAM is prioritizing transparency and alignment with U.S. market expectations, which could enhance investor confidence. The meaningful expansion in stockholders' equity alongside revenue growth indicates the company is successfully building capital while expanding its asset management business.

Comparing 2026-03-02 vs 2025-03-17View on EDGAR →
FINANCIAL ANALYSIS

BAM demonstrated solid operational momentum with revenue growing notably to $4.8B, while stockholders' equity expanded substantially to $3.2B, reflecting strong capital accumulation. However, net interest income declined meaningfully to $98M, suggesting potential shifts in the company's funding mix or interest rate environment impacts. The overall financial picture signals a growing asset management franchise with strengthening capital position, though with some headwinds in interest-related income streams.

FINANCIAL STATEMENT CHANGES
Stockholders Equity
Balance Sheet
+56.4%
$2.1B→$3.2B

Equity base grew 56.4% — retained earnings accumulation or equity issuance strengthening the balance sheet.

Net Interest Income
P&L
-31.5%
$143.0M→$98.0M

Net interest income declined 31.5% — margin compression from rate changes or funding cost increases.

Revenue
P&L
+21%
$4.0B→$4.8B

Revenue growing 21% — solid top-line momentum, watch margins for quality of growth.

LANGUAGE CHANGES
NEW — 2026-03-02
PRIOR — 2025-03-17
ADDED
As of February 23, 2026, the registrant had 1,638,147,590 Class A Limited Voting Shares and 21,280 Class B Limited Voting Shares outstanding.
Management's Discussion and Analysis of Financial Condition and Results of Operations 49 Item 7A.
Forward-looking statements include statements that are predictive in nature, depend upon or refer to future results, events or conditions, and include, but are not limited to, statements which reflect management s current estimates, beliefs and assumptions regarding the operations, business, financial condition, expected financial results, performance, prospects, opportunities, priorities, targets, goals, ongoing objectives, strategies, capital management and outlook of Brookfield Asset Management Ltd.
( BAM ) and its subsidiaries, as well as the outlook for North American and international economies for the current fiscal year and subsequent periods, and which are in turn based on our experience and perception of historical trends, current conditions and expected future developments, as well as other factors management believes are appropriate in the circumstances.
The estimates, beliefs and assumptions of BAM are inherently subject to significant business, economic, competitive and other uncertainties and contingencies regarding future events and as such, are subject to change.
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REMOVED
As of March 7, 2025, the registrant had 1,637,295,707 Class A Limited Voting Shares and 21,280 Class B Limited Voting Shares outstanding.
( BAM ) is a New York based asset manager, yet qualifies as an eligible Canadian issuer under the Multijurisdictional Disclosure System and as a foreign private issuer as such term is defined in Rule 405 under the U.S.
Securities Act of 1933, as amended, and Rule 3b-4 under the U.S.
Although, as a foreign private issuer, BAM is not required to do so, BAM intends to voluntarily file annual reports on Form 10-K, quarterly reports on Form 10-Q, and current reports on Form 8-K with the SEC instead of filing the reporting forms available to foreign private issuers.
BAM intends to prepare and file a management information circular and related materials under Canadian requirements that will not be filed pursuant to Regulation 14A.
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