Brookfield Asset Management (BAM) Tax Rate (2024 - 2026)
Brookfield Asset Management (BAM) posted Tax Rate of 15.8% for Q1 2026, down 51.69% sequentially from 32.71% in Q4 2025, and up 292.0% YoY from 4.03% in Q1 2025.
Brookfield Asset Management (BAM) Tax Rate (2024 - 2026) Analysis & Trends
Brookfield Asset Management has reported Tax Rate for 3 years, with the latest figure at 15.8% in Q1 2026.
- Quarterly Tax Rate rose 292.0% year-over-year to 15.8% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 18.49% (up 202.0% YoY) and the FY2025 annual result came in at 18.02%, up 81.0% from the prior year.
- Tax Rate fell to 15.8% in Q1 2026 per BAM's latest filing, from 32.71% in the prior quarter.
- Over five years, Tax Rate peaked at 32.71% in Q4 2025 and troughed at 10.13% in Q3 2025.
- A 3-year average of 16.84% and a median of 15.8% in 2026 frame the typical range for Tax Rate.
- The widest YoY moves for Tax Rate: up 1677 bps in 2025, down 1013 bps in 2025.
- Over 3 years, Tax Rate stood at 15.95% in 2024, then jumped by 105 bps to 32.71% in 2025, then sank by 52 bps to 15.8% in 2026.
- According to Business Quant data, Tax Rate over the past three periods registered 15.8%, 32.71%, and 10.13% for Q1 2026, Q4 2025, and Q3 2025 respectively.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 176.99 Bn | 163.12 Bn | - | 24.90% |
| 2 | Blackstone | 113.16 Bn | 110.65 Bn | - | 16.11% |
| 3 | Kkr | 96.05 Bn | -181.02 Bn | - | 17.91% |
| 4 | Brookfield | 92.54 Bn | 45.14 Bn | - | - |
| 5 | Brookfield Asset Management | 82.31 Bn | 80.81 Bn | - | 12.14% |
| 6 | Apollo Global Management | 77.14 Bn | 51.77 Bn | 10.54 Bn | 15.94% |
| 7 | State Street | 50.64 Bn | 50.64 Bn | - | 21.96% |
| 8 | Ameriprise Financial | 50.31 Bn | 39.27 Bn | 4.72 Bn | 22.82% |
| 9 | Northern Trust | 33.61 Bn | 33.61 Bn | - | 25.59% |
| 10 | Raymond James Financial | 33.40 Bn | 20.15 Bn | - | 20.67% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 12.14% |
| Jun 30, 2026 | 12.14% |
| Jun 30, 2026 | 12.14% |
| Mar 31, 2026 | 15.80% |
| Mar 31, 2026 | 15.80% |
| Mar 31, 2026 | 15.80% |
| Dec 31, 2025 | 32.71% |
| Dec 31, 2025 | 32.71% |
| Dec 31, 2025 | 32.71% |
| Sep 30, 2025 | 10.13% |
| Sep 30, 2025 | 10.13% |
| Sep 30, 2025 | 10.13% |
| Jun 30, 2025 | 11.38% |
| Jun 30, 2025 | 11.38% |
| Jun 30, 2025 | 11.38% |
| Mar 31, 2025 | 12.89% |
| Mar 31, 2025 | 12.89% |
| Mar 31, 2025 | 12.89% |
| Dec 31, 2024 | 15.95% |
| Dec 31, 2024 | 15.95% |