BAM NYSE Week ended 31 Jul 2026

Weekly Investor Report

Brookfield Asset Management Ltd. · Financial Services · Asset Management

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Latest close 48.40 USD
4.4% latest week
Weekly setup

Mixed setup

The weekly trend is not active. Price is 2.4% above the Trend Line and sits at 33.1% of its 52-week range. The latest completed week returned 4.4%, after a 5.5% four-week move. The latest factor snapshot indicates quality ranks strongly versus its universe; growth ranks strongly; valuation is expensive relative to peers. Options positioning is mixed with 26/100 conviction, while the latest news-sentiment score is 57/100. Near-term considerations: volume confirmation is below normal; earnings are due in 3d.

Setup score 40 out of 100
Latest Close 48.40 USD 31 Jul 2026
1W Return 4.4% latest completed week
4W Return 5.5% short-term follow-through
12W Return -1.7% quarterly tape
Trend Breadth 21.2% 11 of 52 weeks active
Volume Ratio 0.8x vs 13-week average
What is working
  • Price is above the Trend Line, keeping the weekly tape constructive.
  • Price is above Fair Value, showing premium demand versus the model.
  • Activity pressure is positive on the latest completed week.
  • Next-week expectancy is positive at 55.48% based on similar historical setup states.
What could go wrong
  • The trend backdrop is inactive, so price action has not confirmed a constructive regime.
  • Activity pressure is weak, so confirmation is not yet broad enough.
  • The share remains more than 20% below its 52-week high.
What to watch next
  • Trend Line remains the key weekly regime level.
  • Activity pressure is the gauge to monitor for confirmation or fade.
  • A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through 4.4% Latest completed week; four-week move 5.5%. Indicator stack 12/52 Trend and activity pressure are weighted against the latest 12-week confirmation window. Trend backdrop Active The trend backdrop defines the current weekly regime. Patient Capital Quiet Activity-pressure buy-signal status for institutional accumulation timing. Next-Week Expectancy Positive 55.48% Historical one-week expectancy contributes to the evidence score when direction is confirmed. Options pressure Mixed 26/100 conviction; expected move 7.2%. News sentiment 57/100 66 relevant articles in the latest sentiment read. Event risk 3d Next report is scheduled for 05 Aug 2026; event risk rises as the date approaches.
01 · Price action

Where price is—and whether the trend supports it

The weekly trend is not active. Price is 2.4% above the Trend Line and sits at 33.1% of its 52-week range. The latest completed week returned 4.4%, after a 5.5% four-week move.

Study the full chart

52-week price path

Price vs Trend Line and Fair Value
Price Trend Line Fair Value
02 · Volume and demand

Is real participation confirming the move?

Latest weekly volume is 0.8x the 13-week average. Participation is below its recent norm, so price strength is not receiving full volume confirmation.

26-week volume confirmation

Bar height shows volume; colour shows the weekly price direction
6 Feb 13 Feb 20 Feb 27 Feb 6 Mar 13 Mar 20 Mar 27 Mar 3 Apr 10 Apr 17 Apr 24 Apr 1 May 8 May 15 May 22 May 29 May 5 Jun 12 Jun 19 Jun 26 Jun 3 Jul 10 Jul 17 Jul 24 Jul 31 Jul
Up week Down week
Demand beneath price

Activity pressure and institutional-style signals

These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.

Activity pressure path

Latest 0.1912-week average 0.15

12-week confirmation

Trend active0/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure12/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership0/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.19Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers0No reversal markers

No recent accumulation markers. No reversal markers.

03 · Momentum and leadership

Is performance persistent—and is the stock leading?

Performance is 5.5% over four weeks, -1.7% over 12 weeks, and -16.1% over one year. The current trend has remained active for 0 consecutive weeks.

Performance by holding period

1W4.4%
4W5.5%
12W-1.7%
26W-0.6%
52W-16.1%
Active trend streak0 weeks
Active weeks in one year11
Trend breadth21.2%

Activity pressure vs relative leadership

Activity pressureRelative leadership
Pressure0.25Latest activity-pressure read.
Pressure change-34.1%Four-week change in activity pressure.
Leadership-11.73Latest relative-leadership reading.
RS change36.9%Four-week change in relative leadership.
04 · Fundamentals and valuation

What investors are paying for—and the quality behind it

The latest factor snapshot indicates quality ranks strongly versus its universe; growth ranks strongly; valuation is expensive relative to peers.

Open full factor analysis
Factor week 26 Jul 2026 Financial statements through 31 Mar 2026 Field coverage 100% Model confidence 96%

Relative factor standing

Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.

Overall factor strength11/100Blend of value, momentum, and quality. Underlying universe rank 90; rank 1 is best.
Value5/100Relative valuation strength. Underlying universe rank 96; rank 1 is best.
Quality89/100Profitability and accounting quality. Underlying universe rank 12; rank 1 is best.
Momentum14/100Medium-term price momentum. Underlying universe rank 87; rank 1 is best.
Growth92/100Revenue and earnings growth. Underlying universe rank 9; rank 1 is best.
How to read this

Quality and valuation are separate questions

A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.

Valuation

How much investors are paying for earnings, sales, and cash flow.

P/E
29.6x
Price divided by trailing earnings.
Price / sales
15.5x
Market value relative to trailing revenue.
EV / EBITDA
26.0x
Enterprise value relative to operating cash earnings.
Free-cash-flow yield
2.8%
Free cash flow as a share of enterprise value.

Business quality

Margins and the return generated on invested capital.

Gross margin
71.8%
Gross profit retained from each unit of revenue.
Operating margin
64.9%
Operating profit retained from revenue.
Free-cash-flow margin
48.8%
Free cash flow generated from revenue.
Return on invested capital
21.1%
Operating return generated on invested capital.

Growth and financial strength

Recent business growth and accounting strength.

Revenue growth
14.6%
Latest one-year revenue growth.
EPS growth
8.5%
Latest one-year earnings-per-share growth.
Free-cash-flow growth
360.2%
Latest one-year free-cash-flow growth.
Piotroski F-score
4/9
Nine-point accounting-strength checklist.

Shareholder return and balance sheet

Cash returned to owners and financial leverage.

Dividend yield
4.1%
Cash dividends relative to market value.
Buyback yield
0.9%
Net share repurchases relative to market value.
Shareholder yield
4.9%
Dividend yield plus net buyback yield.
Net debt / EBITDA
1.4x
Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment

What other market participants are doing

Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.

Options positioningMixed

BAM shows mixed options pressure with a 26/100 conviction score, put-call volume ratio of 1.08, expected move of 7.2%, and Sharemaestro trend signal inactive.

Conviction26/100
Expected move7.2%
Put/call volume1.08
Pressure-4
Speculation9
Volatility54
Trend agreement66
Open options detail
Insider activity6 / 2

6 acquisitions and 2 disposals in the latest 180-day insider tape.

Acquisitions / disposals over the latest 180 days. Insider activity is context, not a stand-alone signal.
News sentiment57/100

Weighted news tone is neutral across 66 relevant articles.

27 positive · 38 neutral · 1 negative
Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal
06 · Catalysts and risk

What can move the shares—and how volatile the path has been

Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.

Next earnings3dNext report is scheduled for 05 Aug 2026; event risk rises as the date approaches.
Options expected move7.2%Nearest-chain priced movement where available.
52-week drawdown-21.7%Distance below the 52-week high.
13-week volatility3.5%Standard deviation of weekly returns.

Weekly gains and losses

Latest 26 completed weeks

Each bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.

Weeks higher15 of 2611 weeks finished lower.
Best week+9.8%Week of 17 Apr.
Worst week-6.8%Week of 13 Mar.
Latest week+4.4%Week of 31 Jul.

Shape of recent returns

Strong gains3
Modest gains12
Flat weeks0
Modest losses6
Sharp losses5
Recent vol3.5%13-week weekly-return volatility.
Base vol3.4%52-week weekly-return volatility.
Up/down split25/27Count of positive and negative weeks in the 52-week window.
Average skew2.5% / -2.9%Average positive week versus average negative week.
07 · Sector and peer context

Is this stock leading—or simply moving with its group?

Sector and industry breadth distinguish company-specific strength from a broad group move.

08 · Evidence and weekly data

The underlying research record

Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.

Weekly tape36/100

Trend, activity pressure, participation, and risk combine to a 36/100 tape read.

 Indicator analysis33/100

Latest 12-week confirmation: trend 0/12, activity pressure 12/12, relative leadership 0/12.

Activity pressure 0.19; No reversal markers Next-Week ExpectancyPositive 55.48%

Next-week expectancy is positive with a 55.48% historical one-week setup read.

Adds short-term historical context without overriding trend, activity, or relative leadership. Factors30/100

O'Shaughnessy factor stack blends value, quality, momentum, and confidence.

Buyback Yield rank 31 Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal Options48/100

BAM shows mixed options pressure with a 26/100 conviction score, put-call volume ratio of 1.08, expected move of 7.2%, and Sharemaestro trend signal inactive.

Mixed · Options-market disagreement · Expected move 7.2% Sentiment57/100

Weighted news tone is neutral across 66 relevant articles.

3 Gold And Asset Management Stocks With Strong Balance Sheets And Low P E Insiders6 / 2

6 acquisitions and 2 disposals in the latest 180-day insider tape.

 Earnings3d

Next report is scheduled for 05 Aug 2026; event risk rises as the date approaches.
WeekCloseReturnTrend LineFair ValuePressureLeadershipVolumeTrend
31 Jul 202648.40 USD4.4%47.27 USD45.07 USD0.25-11.7310.2MOff
24 Jul 202646.35 USD-4.1%47.40 USD44.95 USD0.13-15.1911.4MOff
17 Jul 202648.33 USD3.4%47.60 USD44.84 USD0.35-12.8510.6MOff
10 Jul 202646.72 USD1.9%47.69 USD44.73 USD0.31-17.6811.8MOff
3 Jul 202645.87 USD2.8%47.89 USD44.62 USD0.38-18.617.9MOff
26 Jun 202644.62 USD-5.9%48.10 USD44.51 USD0.51-19.6619.8MOff
19 Jun 202647.44 USD0.7%48.34 USD44.41 USD0.51-17.1611.3MOff
12 Jun 202647.13 USD2.1%48.39 USD44.29 USD0.42-17.4713.2MOff
5 Jun 202646.18 USD-5.0%48.49 USD44.18 USD0.41-19.1918.3MOff
29 May 202648.60 USD2.4%48.66 USD44.07 USD0.46-17.7213.1MOff
22 May 202647.44 USD0.0%48.79 USD43.94 USD0.35-19.0812.4MOff
15 May 202647.43 USD-3.7%48.97 USD43.81 USD0.28-19.0115.8MOff
8 May 202649.25 USD3.7%49.15 USD43.69 USD0.17-16.3919.9MOff
1 May 202647.49 USD0.9%49.29 USD43.55 USD-0.27-18.0713.8MOff
How to use this report

This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.