Brookfield Asset Management (BAM) has touched its pre-ex close within 30 trading days in 92% of the last 13 ex-dividend events, with a median time-to-touch of 1 trading day (limit-order recovery basis). The dividend is below the typical daily price swing (signal-to-noise 0.37), meaning ordinary day-to-day noise can easily exceed the dividend itself.
Versus its sector, BAM sits roughly in line with the Financial Services sector benchmark of 95%. The sector median time-to-touch is 1 trading day, matching the peer pace.
Historical base rates are not predictions; transaction costs, slippage, and ordinary-income tax on short holding periods can materially reduce realized profit. The next ex-dividend date is estimated at Aug 28, 2026 (±0 days), based on the historical pattern; the company has not yet declared a dividend.
- Touch rate (30d)
- 92%-2pp vs sector
- Median days-to-touch
- 1din line with sector
- Signal-to-noise
- 0.37+0.06 vs sector
Recovery engine
TL;DR over the most recent 13 events.
| Metric | Value | vs sector |
|---|---|---|
| 30-day touch rate | 92% | -2pp vs sector |
| Median days-to-touch | 1d | in line with sector |
| Signal-to-noise (div / ATR) | 0.37 | +0.06 vs sector |
| Avg gap on ex-date | -0.67% | in line with sector |
| Win rate at MOC exit | 69% | — |
| Median drawdown during hold | -2.96% | +1.41pp vs sector |
| Best / worst touch (days) | 1 / 16 | — |
Next ex-dividend
Estimated from historical pattern ±0 days.
| Dividend | $0.50 |
| Per-event yield | 1.03% |
| Annualized yield | 3.87% |
| Previously paid | Feb 27, 2026 ($0.50) |
| Last record date | Feb 27, 2026 |
| Last payment date | Mar 31, 2026 |
BAM Dividend Capture History — Last 13 Ex-Dividend Events
Per-event gap on ex-date, the pre-ex close used as the touch target, trading days to first intraday high at or above that level, plus 5/30-day touch flags, drawdown and 5-day P&L for Brookfield Asset Management (BAM). For a stricter close-at-bell exit timeline, use the simulator below (MOC mode). td = trading days from ex-date.
| Recovered 5d | Recovered 30d | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Q1 | $0.50 | -2.83% | $48.73 | >30 | no | no | -11.98% | -4.43% | |
| Q4 | $0.44 | -0.56% | $52.07 | 1 | yes | yes | -0.61% | +3.13% | |
| Q3 | $0.44 | -0.53% | $60.75 | 16 | no | yes | -8.99% | -5.60% | |
| Q2 | $0.44 | -0.81% | $55.76 | 1 | yes | yes | -2.10% | +3.96% | |
| Q1 | $0.44 | -0.85% | $56.21 | 1 | yes | yes | -19.21% | -12.74% | |
| Q4 | $0.38 | -0.02% | $57.26 | 1 | yes | yes | -1.71% | +1.17% | |
| Q3 | $0.38 | -0.05% | $41.00 | 4 | yes | yes | -4.41% | +3.90% | |
| Q2 | $0.38 | -0.33% | $39.55 | 1 | yes | yes | -5.71% | -3.08% | |
| Q1 | $0.38 | -1.42% | $40.95 | 3 | yes | yes | -2.22% | +3.96% | |
| Q4 | $0.32 | -0.79% | $34.29 | 1 | yes | yes | -0.90% | +4.67% | |
| Q3 | $0.32 | -0.14% | $34.50 | 1 | yes | yes | -2.09% | +0.70% | |
| Q2 | $0.32 | -0.55% | $31.07 | 1 | yes | yes | -2.96% | +4.60% | |
| Q1 | $0.32 | 0.15% | $33.95 | 1 | yes | yes | -7.51% | +2.42% |
- -4.43%
- +3.13%
- -5.60%
- +3.96%
- -12.74%
- +1.17%
- +3.90%
- -3.08%
- +3.96%
- +4.67%
- +0.70%
- +4.60%
- +2.42%
BAM Pre-Ex Touch Time Distribution
First trading session whose intraday high reached the pre-ex close within the 30-day measurement window. td = trading days from ex-date.
| Touch window | Distribution | Count | Share |
|---|---|---|---|
| ≤ 1 day | 9 | 69% | |
| 2–3 days | 1 | 8% | |
| 4–5 days | 1 | 8% | |
| 6–10 days | 0 | 0% | |
| 11–30 days | 1 | 8% | |
| 30+ | 1 | 8% |
BAM Dividend Capture Calculator — After-Tax Yield
Pre-filled with BAM's next expected dividend and recent close. Adjust tax rate, holding period and slippage to estimate after-tax capture yield.
U.S. ordinary-income rate (22-37%) applies on holds shorter than 61 days. Hold longer to qualify for the 0/15/20% qualified-dividend rate.
- Gross dividend
- $100.00
- After-tax dividend
- $65.00
- Slippage round-trip
- -$9.75
- Net if price returns to pre-ex
- +$55.25
- Required recovery to break even
- 0.00%
- Per-event after-tax yield
- +0.57%
- Annual if all succeed
- ~28.6%
BAM Dividend Capture Backtest Simulator
Replay every historical BAM ex-dividend with two exit strategies: a GTC limit-order at the pre-ex close, or hold for N days and exit at MOC. Pick the window and quarter filter that matches your plan.
Sell back at the pre-ex close on the first intraday touch within the window. If it never touches, exit at MOC after the window expires (stop-loss).
Figures are gross — before tax, commissions, and slippage. Percents are per-event return on capital at entry (pre-ex close).
Cumulative P&L (equity curve)
Vertical axis: cumulative sum of per-event % (same units as the headline cumulative). Hover dots for exact values.
Per-event P&L distribution
13 trades in this sample · bar height ∝ count in each bucket (gross % per event).
Scenario P&L by event · BAM (13)
Scenario P&L — updates with exit mode, window, and quarter. History adds gap, touch, drawdown, and a fixed P&L 5d % (MOC). Same per-row % as that column only for MOC + 5d on the same rows. Oldest → newest, gross pre-ex close basis.
| Ex-date | P&L |
|---|---|
| +0.94% | |
| +1.03% | |
| +0.93% | |
| +0.93% | |
| +0.93% | |
| +0.96% | |
| +0.93% | |
| +0.66% | |
| +0.78% | |
| +0.78% | |
| -5.60% | |
| +0.84% | |
| -4.43% |
Results are illustrative only and are not financial advice. Capture simulations use historical prices and simplified costs and tax assumptions. Actual fills, borrow fees, and market rules vary. Consult a qualified advisor before trading.