Brookfield Corporation (BN)
Brookfield: A Generational Opportunity To Compound Wealth
Brookfield Corporation offers a long-term opportunity to build generational wealth through disciplined compounding and diversified real asset exposure. BN's core includes asset management, wealth solutions, and operating businesses, all generating robust distributable earnings and benefiting from growth trends. The company projects significant upside, with a plan value per share of $102 (42% upside) and potential to reach $210 by 2030, driven by strong capital allocation and secular growth.
Brookfield Asset Management: Buy Now For Compounding Passive Income
Since my last article, Brookfield Asset Management has lagged the S&P 500 index. The alternative asset manager reaffirmed its 18% annual distributable EPS growth target through 2029. BAM maintained $1.5 billion of liquidity and is leveraging its A-rated balance sheet to secure low-cost capital.
Brookfield Infrastructure: Boring But Strong Case For Retirement Income
Brookfield Infrastructure Partners has delivered yet another strong quarter in terms of FFO growth and accretive project sales. We can see that strategic CapEx and M&A, especially in the data segment, are driving future growth. Sooner or later we will be talking about a strong case for a notable repricing to the upside (driven by high multiple data segments).
Brookfield Renewable Partners: Buy The Dip On This Dividend Powerhouse
BEP's recent price dip offers a compelling entry point, with a 6.1% yield and strong fundamentals supporting a value and income thesis. BEP has a diversified global portfolio, robust hydro segment rebound, and high-growth potential in nuclear and distributed energy. Strategic deals with Google and Microsoft position BEP to benefit from surging AI-driven data center power demand, enhancing long-term growth prospects.
Brookfield Asset Management: A Justified Premium In Alternatives
Brookfield Asset Management's asset-light, high-margin model justifies its premium valuation versus peers, offering strong value despite trading at highs. Secular growth in alternative investments provides multi-decade tailwinds, supporting long-term earnings and defensiveness compared to traditional equity managers. A stable, growing dividend—currently yielding 2.63% and expected to rise above 2.8%—enhances the investment case for income-focused investors.
Is the Options Market Predicting a Spike in Brookfield Business Partners Stock?
Investors need to pay close attention to BBU stock based on the movements in the options market lately.
Brookfield Corporation (BN) Q2 2025 Earnings Conference Call Transcript
Brookfield Corporation (NYSE:BN ) Q2 2025 Earnings Conference Call August 7, 2025 10:00 AM ET Company Participants James Bruce Flatt - Managing Partner, CEO & Director Katie Battaglia - Corporate Participant Nicholas Howard Goodman - President & CFO Conference Call Participants Bart Dziarski - RBC Capital Markets, Research Division Cherilyn Radbourne - TD Cowen, Research Division Jaeme Gloyn - National Bank Financial, Inc., Research Division Kenneth Brooks Worthington - JPMorgan Chase & Co, Research Division Mario Saric - Scotiabank Global Banking and Markets, Research Division Operator Hello, and welcome to the Brookfield Corporation Second Quarter 2025 Conference Call and Webcast. [Operator Instructions] I would now like to hand the conference over to your speaker today, Ms.
Duke Energy sells nearly 20% stake in Florida unit to Brookfield for $6 billion
Duke Energy said on Tuesday it will sell a 19.7% indirect stake in its Florida business to Brookfield for $6 billion in cash, helping fund a $4 billion increase in its capital spending plan.
Brookfield Renewable Partners: Hydro Play, Growth, And Attractive Dividend; It Is A Buy
Despite political and inflationary headwinds, I remain bullish on BEP, due to robust operating results and a strong growth outlook. In fact, even the ~24% return figure since my earlier piece on BEP in February 2025 does not damage the investment case here. In the article, I explain why considering the Q2 2025 data points to BEP offering great risk-adjusted returns.
Brookfield Infrastructure: Recession Cancelled, 5.5% Dividend Yield, Investment-Grade Rating Affirmed
Brookfield Infrastructure currently offers a 5.5% dividend yield on its units and is paying out just 68% of FFO. The company's inflation-indexed earnings are set to benefit from elevated inflation even as investor expectations of Fed rate cuts get dampened. With a U.S. recession likely off the table for 2025, BIP no longer faces its core risk factor.
Brookfield Renewable Partners Posts Wider-Than-Expected Q2 Loss
BEP's second-quarter 2025 earnings and revenues improve year over year. Funds From Operations rise 10%.
Just Group agrees offer from Brookfield Wealth Solutions at 75% premium
Just Group PLC (LSE:JUST), the FTE 250 retirement specialist, has agreed to be taken over by Bermuda-based Brookfield Wealth Solutions for £2.4 billion. BWS, spun out of Canadian giant Brookfield Corporation in 2021 and listed in New York and Toronto, will pay Just shareholders 220p in cash per share, a 75% premium to yesterday's closing price of 126p.
