Brookfield Asset Management (BAM) Tax Rate (2024 - 2026)
Brookfield Asset Management's (BAM) quarterly Tax Rate came in at 12.14% in Q2 2026, up 76.0% year-over-year from 6.9% in Q2 2025, and down 23.16% quarter-over-quarter from 15.8% in Q1 2026.
Analysis
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 12.14% for Q2 2026.
- In Q2 2026, Tax Rate rose 76.0% year-over-year to 12.14%; the TTM figure through Jun 2026 stood at 17.47% (up 350.0% YoY), while the FY2025 annual figure was 18.02%, up 81.0% from the prior year.
- Tax Rate came in at 12.14% for Q2 2026 at Brookfield Asset Management, down from 15.8% 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.
- Average Tax Rate over 3 years is 16.37%, with a median of 15.49% recorded in 2024.
- The largest YoY upside for Tax Rate was 1677 bps in 2025 against a maximum downside of 1013 bps in 2025.
- Over 3 years, Tax Rate stood at 15.95% in 2024, then surged by 105 bps to 32.71% in 2025, then plunged by 63 bps to 12.14% in 2026.
- Per Business Quant data, the three most recent Tax Rate figures were 12.14% in Q2 2026, 15.8% in Q1 2026, and 32.71% in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Blackstone | 103.57 Bn | 101.06 Bn | - | 16.11% |
| 2 | Kkr | 93.46 Bn | -183.61 Bn | - | 17.91% |
| 3 | Apollo Global Management | 77.60 Bn | 52.22 Bn | 10.54 Bn | 15.94% |
| 4 | Brookfield Asset Management | 76.45 Bn | 74.94 Bn | - | 12.14% |
| 5 | Wheaton Precious Metals | 71.34 Bn | 71.24 Bn | 687.86 Mn | 12.96% |
| 6 | Franco Nevada | 51.21 Bn | 49.67 Bn | 451.00 Mn | 23.17% |
| 7 | Brookfield | 37.98 Bn | 7.42 Bn | 19.38 Bn | -0.97% |
| 8 | Ares Management | 30.49 Bn | 30.49 Bn | - | 18.91% |
| 9 | Carlyle | 15.82 Bn | 14.57 Bn | - | 17.90% |
| 10 | Tpg | 8.08 Bn | 7.13 Bn | - | 10.21% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 12.14% |
| Mar 31, 2026 | 15.80% |
| Dec 31, 2025 | 32.71% |
| Sep 30, 2025 | 10.13% |
| Jun 30, 2025 | 11.38% |
| Mar 31, 2025 | 12.89% |
| Dec 31, 2024 | 15.95% |
| Sep 30, 2024 | 15.17% |
| Jun 30, 2024 | 21.52% |
| Mar 31, 2024 | 15.99% |