Ackman Targets Howard Hughes Holdings for Growth, Aiming for Berkshire Hathaway Model
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 19 2026
0mins
Source: NASDAQ.COM
- Investment Strategy: Ackman's acquisition of a controlling stake in Howard Hughes Holdings aims to transform it into a diversified holding company centered around insurance, mirroring Buffett's successful model, which is expected to significantly boost the company's market value.
- AI Advancements: Over the past two years, Alphabet has enhanced its AI capabilities, resulting in a 34% year-over-year increase in Google Cloud revenue, and the launch of products like Gemini 3.0 further strengthens its market competitiveness, likely driving continued revenue growth.
- Asset Management Revenue: Brookfield Corp. reported net carried interest of $154 million in Q3, a 153% increase from the previous year, with expectations of achieving $25 billion in net carried interest over the next decade, highlighting strong growth potential in its asset management business.
- Uber Market Performance: Uber's monthly active users grew by 17% in Q3, with a 4% increase in trips per user, demonstrating robust revenue growth and operating leverage despite competition from autonomous driving technologies, with EBITDA growth reaching 33%.
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Analyst Views on BAM
Wall Street analysts forecast BAM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BAM is 64.28 USD with a low forecast of 57.00 USD and a high forecast of 75.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
10 Analyst Rating
4 Buy
5 Hold
1 Sell
Moderate Buy
Current: 51.380
Low
57.00
Averages
64.28
High
75.00
Current: 51.380
Low
57.00
Averages
64.28
High
75.00
About BAM
Brookfield Asset Management Ltd. is a global alternative asset manager. The Company invests client capital for the long-term with a focus on real assets and essential service businesses that form the backbone of the global economy. It offers a range of alternative investment products to investors around the world including public and private pension plans, endowments and foundations, sovereign wealth funds, financial institutions, insurance companies and private wealth investors. Its products have three categories, which include long-term private funds, permanent capital vehicles and perpetual strategies, and liquid strategies. These are invested across five principal strategies: renewable power and transition, infrastructure, real estate, private equity, and credit.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Brookfield Asset Management Stock Pullback Boosts Dividend Yield to 3.4%
- Stable Dividend Growth: Brookfield Asset Management has consistently paid dividends quarterly since its spin-off in late 2022, with the current payout rising from $0.32 to nearly $0.44 per share, reflecting an annualized growth rate of nearly 11%, showcasing the company's commitment to shareholder returns.
- Strong Market Positioning: The infrastructure and renewable energy sectors managed by Brookfield are in rapid growth, highlighted by a 20-year electricity sales agreement with Alphabet, which is expected to drive future growth of 15% to 20%, further solidifying its market position.
- Investor Appeal: With the stock trading around $52, analysts suggest it remains a buy below $55, particularly given its attractive dividend yield and growth potential, appealing to income-focused investors seeking stability.
- Market Volatility Risks: Despite Brookfield's strong fundamentals, ongoing market weakness could lead to further declines in stock price, prompting investors to remain vigilant and avoid impulsive decisions due to short-term fluctuations.
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Brookfield Asset Management Shares Drop 15%, Dividend Yield Increases to 3.4%
- Stock Decline: Brookfield Asset Management's shares have fallen approximately 15% since August, raising its dividend yield to 3.4%, which reflects market concerns about the broader economic outlook that may impact investor confidence.
- Dividend Growth: Since its spin-off at the end of 2022, Brookfield Asset Management has paid dividends every quarter, increasing from $0.32 to nearly $0.44 per share, representing an annual growth rate of nearly 11%, demonstrating the company's commitment to returning value to shareholders.
- Market Positioning: By managing critical infrastructure and renewable energy businesses, Brookfield Asset Management is targeting growth of 15% to 20% in the foreseeable future, indicating strong growth potential in rapidly expanding markets.
- Investment Recommendation: Despite the current stock decline, analysts suggest buying when the price is below $55, believing that its long-term growth and stable dividend returns make it a worthwhile investment.
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