Earnings call briefThird-quarter 2026
Brookfield Asset Management now sees 2026 earnings modestly below early view
The company said the change is one of timing, with its sixth flagship infrastructure fund starting fees January 1 and a BBU performance fee no longer expected in 2026.
GetSignal Brookfield Asset Management BAM
Brookfield Asset Management said on its third-quarter call that it expects 2026 earnings in line with its long-term targets, though modestly below its beginning-of-year view.
The company said the timing shift covers fees on its sixth flagship infrastructure fund and a BBU performance fee it no longer expects in 2026. It said that fee is deferred, not lost, and stays available on equal terms when BBU's price recovers.
Quotes from the call
“We will begin charging fees in the fund as of January 1. A couple months later than initially planned, as we complete deployment of the prior vintage.”
Key facts from the call
- Expected 2026 earnings
- In line with long-term targets, though modestly below the beginning-of-year view
- Sixth flagship infrastructure fund fees
- Begin January 1, a couple of months later than initially planned
Source: Brookfield Asset Management's third-quarter 2026 earnings call, November 6, 2026.
Written by GetSignal with AI from the company's earnings call.
Not investment advice.
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