Brookfield Asset Management (BAM) Tax Rate (2024 - 2026)
Brookfield Asset Management (BAM) reported Tax Rate of 12.14% for Q2 2026, up 0.76 percentage points from 11.38% a year earlier but down 3.66 percentage points from the prior quarter.
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Analysis
Brookfield Asset Management (BAM) Tax Rate (2024 - 2026) Analysis & Trends
Over the twelve months ended Jun 30, 2026, Brookfield Asset Management's Tax Rate came in at 17.47%, up 3.50 percentage points year-over-year; for FY2025, it came in at 18.02%, up 0.81 percentage points from FY2024.
- By year, Tax Rate came in at 17.20% in FY2024 (+0.88 pp) and 16.33% in FY2023.
- Five-year quarterly Tax Rate spans a low of 10.13% in Q3 2025 and a high of 32.71% in Q4 2025.
- Year over year, Tax Rate has now increased in each of the last three quarters, with an average year-over-year change of +0.36 percentage points over the last six quarters.
- Per Business Quant data, the three quarters before Q2 2026 came in at 15.80% (Q1 2026), 32.71% (Q4 2025) and 10.13% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 178.19 Bn | 124.32 Bn | - | 24.90% |
| 2 | Spdr Gold Trust | 137.10 Bn | -420.90 Bn | - | - |
| 3 | Blackstone | 87.94 Bn | 77.92 Bn | - | 16.11% |
| 4 | Brookfield | 84.29 Bn | -99.03 Bn | - | - |
| 5 | Kkr | 80.45 Bn | 600.79 Mn | - | 17.91% |
| 6 | Brookfield Asset Management | 73.60 Bn | 68.41 Bn | - | 12.14% |
| 7 | Apollo Global Management | 66.12 Bn | -16.68 Bn | 10.56 Bn | 15.94% |
| 8 | Wheaton Precious Metals | 59.86 Bn | 55.29 Bn | 687.86 Mn | 15.78% |
| 9 | Franco Nevada | 46.95 Bn | 44.31 Bn | 451.00 Mn | 22.86% |
| 10 | Ameriprise Financial | 45.10 Bn | 6.51 Bn | 4.72 Bn | 22.82% |
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% |
API Access
Brookfield Asset Management Tax Rate API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=tax-rate&ticker=BAM&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "ticker": "BAM", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=tax-rate&ticker=BAM&period=max&api_key=YOUR_API_KEY");
const data = await res.json();