Sumitomo Corporation, SMBC Aviation Capital, Apollo, and Brookfield to Purchase Air Lease Corporation in All-Cash Deal

Written by Emily J. Thompson, Senior Investment Analyst

BAM-0.28%

Source: Newsfilter

Updated: Sep 02 2025

0mins

Source: Newsfilter

Acquisition Overview: Sumitomo Corporation, SMBC Aviation Capital, Apollo, and Brookfield have agreed to acquire Air Lease Corporation for approximately $7.4 billion, renaming it Sumisho Air Lease Corporation, with plans to enhance its position in the aircraft leasing sector by leveraging their combined financial strength and expertise.
Strategic Implications: The transaction aims to create a leading investment-grade rated aircraft lessor, capitalizing on the growing demand for new technology aircraft in a supply-constrained market, while also providing significant synergies and competitive advantages within the aviation leasing industry.

BAM

$51.475+Infinity%1D

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: 51.620

Low

57.00

Averages

64.28

High

75.00

Current: 51.620

Low

57.00

Averages

64.28

High

75.00

Goldman Sachs

Buy

downgrade

$67 -> $60

2026-01-06

Reason

Goldman Sachs

Price Target

$67 -> $60

AI Analysis

2026-01-06

downgrade

Buy

Reason

Goldman Sachs lowered the firm's price target on Brookfield Asset Management to $60 from $67 and keeps a Buy rating on the shares. Goldman Sachs is broadly positive on its Capital Markets coverage into 2026, with Alternative and Traditional managers presenting the most compelling upside, followed by Brokers and Trust Banks, the analyst tells investors in a research note. The firm expects Capital Markets recovery to gain steam across M&A and Equity Capital Markets.

RBC Capital

Outperform

maintain

$76 -> $74

2025-12-15

Reason

RBC Capital

Price Target

$76 -> $74

2025-12-15

maintain

Outperform

Reason

RBC Capital lowered the firm's price target on Brookfield Asset Management to $74 from $76 and keeps an Outperform rating on the shares as part of its broader research note previewing 2026 across North American Diversified Financials. Brookfield Asset Management is an asset-light, pure-play alternative asset manager operating at scale and poised to benefit from secular trends favoring alternative asset managers, particularly larger asset managers as LPs consolidated relationships, the analyst tells investors in a research note.

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UBS

Neutral

initiated

$59

2025-12-11

Reason

UBS

Price Target

$59

2025-12-11

initiated

Neutral

Reason

UBS assumed coverage of Brookfield Asset Management with a Neutral rating and $59 price target, noting strong sector fundamentals across 20 U.S. asset managers and brokers despite more mixed views on valuations and consensus expectations.The outlook favors undervalued growth, disciplined capital allocation, and firms positioned for margin expansion, while secular tailwinds support wealth brokers and independent investment banks whose robust earnings growth appears partly priced in, the analyst tells investors in a research note.

BofA

Neutral

downgrade

$72 -> $67

2025-12-10

Reason

BofA

Price Target

$72 -> $67

2025-12-10

downgrade

Neutral

Reason

BofA lowered the firm's price target on Brookfield Asset Management to $67 from $72 and keeps a Neutral rating on the shares. Looking ahead to 2026, the firm now favors the alternative asset managers to online brokers due to what it sees as a better valuation and positioning setup combined with a stronger macro backdrop, the analyst tells investors in a note on the brokers, asset managers and exchanges group.

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.