Brookfield Asset Management (BAM) Tax Rate (2024 - 2026)
Brookfield Asset Management (BAM) posted quarterly Tax Rate of 15.8% for Q1 2026, up 292.0% year-on-year from 4.03% in Q1 2025, and down 51.69% on a QoQ basis from 32.71% in Q4 2025.
Brookfield Asset Management (BAM) Tax Rate (2024 - 2026) Analysis & Trends
Brookfield Asset Management (BAM) has reported Tax Rate for 3 consecutive years, with 15.8% the latest figure, recorded 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 eased to 15.8% in Q1 2026 per BAM's latest filing, from 32.71% in the prior quarter.
- Over the last five years, Tax Rate for BAM reached as high as 32.71% in Q4 2025 and fell as low as 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 largest YoY upside for Tax Rate was 1677 bps in 2025 against a maximum downside of 1013 bps in 2025.
- Year by year, Tax Rate stood at 15.95% in 2024, then jumped by 105 bps to 32.71% in 2025, then slumped 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.
Powered by 
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Brookfield | 1,236.60 Bn | 1,311.20 Bn | 18.56 Bn | -1.22% |
| 2 | BlackRock | 161.01 Bn | 148.08 Bn | - | 18.16% |
| 3 | Blackstone | 97.77 Bn | 96.72 Bn | - | 13.55% |
| 4 | Apollo Global Management | 70.80 Bn | 90.38 Bn | -409.00 Mn | 598.59% |
| 5 | State Street | 51.30 Bn | 51.30 Bn | - | 21.16% |
| 6 | Ameriprise Financial | 48.54 Bn | 39.27 Bn | 4.57 Bn | 20.02% |
| 7 | Northern Trust | 32.93 Bn | 32.93 Bn | - | 24.99% |
| 8 | Raymond James Financial | 32.59 Bn | 17.67 Bn | - | 25.99% |
| 9 | Price T Rowe | 24.70 Bn | 21.13 Bn | - | 23.43% |
| 10 | Brookfield Asset Management | 690.37 Mn | 910.37 Mn | - | 15.80% |
Historic Data
Download Data| Date | Value |
|---|---|
| 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% |
| Dec 31, 2024 | 15.95% |
| Sep 30, 2024 | 15.17% |
| Sep 30, 2024 | 15.17% |