Brookfield Asset Management (BAM) Tax Rate (2021 - 2026)
Brookfield Asset Management recorded quarterly Tax Rate of 15.8% in Q1 2026, down 51.69% quarter-over-quarter from 32.71% in Q4 2025, and up 292.0% year-over-year from 4.03% in Q1 2025.
Brookfield Asset Management's Tax Rate history runs 6 years deep, the most recent figure standing at 15.8% for Q1 2026.
- In Q1 2026, Tax Rate rose 292.0% year-over-year to 15.8%; the TTM figure through Mar 2026 stood at 18.49% (up 202.0% YoY), while the FY2025 annual figure 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 22.99% in Q4 2022.
- A 5-year average of 4.63% and a median of 12.13% in 2025 frame the typical range for Tax Rate.
- Across the five-year window, Tax Rate jumped 3387 bps in 2024 and tumbled 1013 bps in 2025, its largest moves.
- Brookfield Asset Management's Tax Rate stood at 22.99% in 2022, then advanced by 22 bps to 17.93% in 2023, then jumped by 189 bps to 15.95% in 2024, then soared by 105 bps to 32.71% in 2025, then plunged 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.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 18.16 |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 13.55 |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 40.05 |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 15.80 |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 598.59 |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | 21.16 |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 20.02 |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 24.99 |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 19.13 |
| 10 | Raymond James Financial | 28.62 Bn | 17.38 Bn | - | - |
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 |
| Dec 31, 2023 | -17.93 |
| Dec 31, 2023 | -17.93 |
| Sep 30, 2023 | -9.25 |
| Sep 30, 2023 | -9.25 |
| Jun 30, 2023 | 21.20 |
| Jun 30, 2023 | 21.20 |
| Mar 31, 2023 | -15.27 |
| Mar 31, 2023 | -15.27 |
| Dec 31, 2022 | -22.99 |
| Dec 31, 2022 | -22.99 |
| Sep 30, 2022 | -16.77 |
| Sep 30, 2022 | -16.77 |
| Mar 31, 2022 | -16.42 |
| Mar 31, 2022 | -16.42 |
| Dec 31, 2021 | -23.07 |
| Dec 31, 2021 | -23.07 |