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
DateValue
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%