Brookfield Asset Management (BAM) Tax Rate (2024 - 2026)
Brookfield Asset Management's (BAM) quarterly Tax Rate came in at 15.8% in Q1 2026, up 292.0% year-on-year from 4.03% in Q1 2025, and down 51.69% quarter-over-quarter from 32.71% in Q4 2025.
Brookfield Asset Management (BAM) Tax Rate (2024 - 2026) Analysis & Trends
Brookfield Asset Management has disclosed Tax Rate across 3 years of filings, most recently posting 15.8% for Q1 2026.
- Tax Rate for Q1 2026 came in at 15.8%, up 292.0% year-over-year; the trailing twelve-month figure through Mar 2026 was 18.49% (up 202.0% YoY), and the FY2025 annual result was 18.02%, up 81.0% from the prior year.
- Tax Rate came in at 15.8% for Q1 2026 at Brookfield Asset Management, down from 32.71% in the prior quarter.
- In the past five years, Tax Rate ranged from a high of 32.71% in Q4 2025 to a low of 10.13% in Q3 2025.
- The 3-year median for Tax Rate is 15.8% (2026), against an average of 16.84%.
- Peak annual rise in Tax Rate reached 1677 bps in 2025, while the deepest fall reached 1013 bps in 2025.
- Brookfield Asset Management's Tax Rate stood at 15.95% in 2024, then surged by 105 bps to 32.71% in 2025, then sank by 52 bps to 15.8% in 2026.
- The last three Tax Rate figures came in at 15.8% (Q1 2026), 32.71% (Q4 2025), and 10.13% (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 163.18 Bn | 153.56 Bn | - | 18.16 |
| 2 | Blackstone | 96.85 Bn | 95.80 Bn | - | 13.55 |
| 3 | Kkr | 86.45 Bn | 133.96 Bn | - | 40.05 |
| 4 | Apollo Global Management | 82.30 Bn | 101.04 Bn | 5.04 Bn | 598.59 |
| 5 | State Street | 46.95 Bn | 21.27 Bn | - | 21.16 |
| 6 | Ameriprise Financial | 43.65 Bn | 43.52 Bn | 4.57 Bn | 20.02 |
| 7 | Northern Trust | 31.92 Bn | 31.92 Bn | - | 24.99 |
| 8 | Raymond James Financial | 30.62 Bn | 19.37 Bn | - | - |
| 9 | Ares Management | 29.04 Bn | 32.41 Bn | - | 19.13 |
| 10 | Brookfield Asset Management | - | - | - | 15.80 |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 15.80% |
| Mar 31, 2026 | 15.80% |
| Dec 31, 2025 | 32.71% |
| Dec 31, 2025 | 32.71% |
| Sep 30, 2025 | 10.13% |
| Sep 30, 2025 | 10.13% |
| Jun 30, 2025 | 11.38% |
| Jun 30, 2025 | 11.38% |
| Mar 31, 2025 | 12.89% |
| Mar 31, 2025 | 12.89% |
| Dec 31, 2024 | 15.95% |
| Dec 31, 2024 | 15.95% |
| Sep 30, 2024 | 15.17% |
| Sep 30, 2024 | 15.17% |
| Jun 30, 2024 | 21.52% |
| Jun 30, 2024 | 21.52% |
| Mar 31, 2024 | 15.99% |
| Mar 31, 2024 | 15.99% |