Brookfield Asst Stock Price, News & Analysis

Sumitomo Corporation, SMBC Aviation Capital, Apollo, and Brookfield have announced a definitive agreement to acquire Air Lease Corporation in a major cash transaction valued at $7.4 billion, or approximately $28.2 billion including debt obligations. Air Lease stockholders will receive $65.00 per share, representing premiums of 7% over the all-time high, 14% over 30-day VWAP, and 31% over 12-month VWAP.

Upon closing, Air Lease will be renamed Sumisho Air Lease Corporation. The transaction includes transferring Air Lease's orderbook to SMBC Aviation Capital, which will also act as a servicer to Sumisho Air Lease's portfolio. The deal is expected to close in H1 2026, subject to stockholder and regulatory approvals.

The transaction is backed by $12.1 billion in committed financing from SMBC, Citi, and Goldman Sachs, with Sumisho Air Lease expected to receive investment grade ratings.

Brookfield Asset Management (NYSE: BAM) reported strong Q2 2025 results with significant growth across key metrics. Fee-related earnings increased 16% to $676 million ($0.42 per share), while distributable earnings rose 12% to $613 million ($0.38 per share). The company raised $22 billion in new capital during Q2 and $97 billion over the last twelve months.

Notable achievements include announcing over $55 billion in asset sales in 2025, deploying $28 billion of equity capital in Q2, and growing fee-bearing capital to $563 billion, up 10% year-over-year. The board declared a quarterly dividend of $0.4375 per share, payable September 29, 2025.

Major transactions include partnerships with Google for hydroelectric capacity and a $10 billion investment in Swedish digital infrastructure. The company maintains strong liquidity with $128 billion in uncalled fund commitments and $1.5 billion in corporate liquidity.

Brookfield Asset Management (NYSE: BAM) and Google have announced a groundbreaking Hydro Framework Agreement (HFA) to deliver up to 3,000 megawatts of carbon-free hydroelectric capacity across the United States. The first contracts under this agreement, valued at over $3 billion, cover the 670 MW Holtwood and Safe Harbor hydroelectric facilities in Pennsylvania.

The 20-year Power Purchase Agreements (PPAs) will support Google's operations in the PJM region while maintaining existing commitments to power consumers like Amtrak. The partnership will initially focus on the mid-Atlantic (PJM) and mid-continent (MISO) electricity markets, with potential for expansion into other U.S. regions.

Brookfield Asset Management (NYSE: BAM), a leading global alternative asset manager with over $1 trillion in assets under management, has scheduled its second quarter 2025 earnings conference call for Wednesday, August 6, 2025, at 10:00 a.m. ET.

The company will release its Q2 2025 results before market open at 7:00 a.m. ET. Investors can access the event through a conference call via pre-registration or through a webcast. A replay of the webcast will be available for 90 days following the presentation.

Brookfield Asset Management (BAM) has announced a major SEK 95 billion ($10 billion) investment to develop AI infrastructure in Sweden, marking one of its largest European AI investments. The centerpiece is a new AI center in Strängnäs, featuring a data center that will expand from 300MW to 750MW capacity through a 350,000 sqm land allocation. The project will create 1,000 permanent jobs plus 2,000 construction jobs over 10-15 years. This investment strengthens Brookfield's presence in Sweden, where it has operated since 2018, and follows its recent €20 billion infrastructure program in France, which includes a €10 billion AI factory investment. Brookfield, with over €100 billion invested globally in digital infrastructure, renewable power, and semiconductor manufacturing, aims to enhance Sweden's position as a leading European AI hub.

Brookfield Asset Management (NYSE: BAM) reported strong Q1 2025 financial results with fee-related earnings up 26% YoY to $698 million. The company raised $25 billion in capital during Q1 and over $140 billion in the past year. Notable achievements include closing $6 billion for their Real Estate Flagship fund, now at $16 billion and set to be their largest real estate strategy. Fee-bearing capital reached $549 billion, up 20% over the last twelve months. The company deployed $16 billion of capital in Q1 and monetized approximately $10 billion. BAM maintains strong liquidity with $119 billion in uncalled fund commitments and completed a $750 million bond offering with an "A" credit rating from Fitch. The board declared a quarterly dividend of $0.4375 per share, payable on June 30, 2025.

Brookfield Asset Management (NYSE: BAM, TSX: BAM) held its annual meeting of shareholders on May 5, 2025, in New York with a virtual attendance option. All 12 nominated directors were successfully elected to the board by holders of Class A and Class B Limited Voting Shares. The election results showed strong shareholder support, with most nominees receiving over 98% approval. Notable directors include Bruce Flatt who received 99.01% approval and Angela F. Braly who received the highest approval rate at 99.98%.

Brookfield Asset Management (BAM) has announced the pricing of its inaugural public offering of senior notes. The company will issue $750 million in senior notes due 2035, bearing an interest rate of 5.795% per annum. The offering is expected to close on April 24, 2025.

The net proceeds from the notes sale will be utilized for general corporate purposes. The notes are being offered under BAM's existing amended and restated base shelf prospectus filed in the United States and Canada, with the U.S. offering made pursuant to an effective registration statement on Form F-10.

Brookfield Asset Management (NYSE: BAM), a leading global alternative asset manager with over $1 trillion in assets under management, has announced the appointment of Alper Daglioglu to lead its newly formed Investment Solutions Group (ISG). The group will focus on providing multi-asset portfolio solutions to institutional, private wealth, and family office clients globally.

Howard Marks, Co-Chairman of Oaktree Capital Management, will serve as Chair of ISG. The group will leverage Brookfield's investment capabilities across renewable power, infrastructure, private equity, real estate, and credit, along with strategies from partner firms including Oaktree, Castlelake, Primary Wave, and Pinegrove Capital Partners.

Daglioglu joins Brookfield after spending over two decades at Morgan Stanley, where he most recently served as Head of Portfolio and Investment Manager Solutions.