Brookfield Corporation (BN)
Brookfield Asset Management: 2026 Set To Be Record Year For Fee-Bearing Capital Formation
Brookfield Asset Management is trading 22% below its 52-week high, with strong fee-bearing capital growth during the first quarter and a 4.04% dividend yield. BAM is targeting $1.1 trillion in fee-bearing capital by 2029, expecting to exceed its 16% CAGR goal, driven by robust investor demand in credit and infrastructure. First-quarter fee-related earnings rose 11% year-over-year to $772 million, with distributable earnings reaching $702 million. This was up 7% over the year-ago comp.
Brookfield Asset Management: Scoop Up This Dividend Growth Monster Now
Brookfield Asset Management has a path to build on its dividend growth streak with 15%+ annual payout growth. The company is off to a red-hot start in 2026, with its year-to-date fundraising already at $67 billion (including the Just Group mandate). As of March 31st, 2026, BAM had $2.5 billion in corporate liquidity at its disposal.
Brookfield Asset Management: Growing FRE And DE Make This Compounder A Buy
Brookfield Asset Management manages $1T in AUM, with $603B in fee-bearing capital across credit, infrastructure, real estate, renewables, and private equity. Credit has become BAM's fastest-growing segment, accounting for 61.5% of capital raised in 2025 and accelerating further in Q1 2026. BAM's infrastructure portfolio is strategically positioned to capitalize on digitization, deglobalization, and other global trends.
Brookfield Asset Management Q1 Earnings Call Highlights
Brookfield Asset Management NYSE: BAM reported higher first-quarter fee-related earnings and said it expects 2026 to be a record year for fundraising, supported by large capital mandates, flagship fund launches and the pending full integration of Oaktree.
Brookfield Renewable Partners L.P. Limited Partnership Units (BEP.UN:CA) Q1 2026 Earnings Call Transcript
Brookfield Renewable Partners L.P. Limited Partnership Units (BEP.UN:CA) Q1 2026 Earnings Call Transcript
Will Brookfield Corp. (BN) Beat Estimates Again in Its Next Earnings Report?
Brookfield Corp. (BN) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Brookfield Is Building The Backbone Of The AI Economy
Brookfield Corp. is possibly the most underrated AI investment in the public markets today. The company's energy and infrastructure subsidiaries are directly building the world's AI infrastructure. The company is also selling compute via its new subsidiary, Radiant.
Davidson Kahn Capital Management LLC Has $3.96 Million Stock Holdings in Brookfield Corporation $BN
Davidson Kahn Capital Management LLC increased its position in Brookfield Corporation (NYSE: BN) by 50.7% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 86,229 shares of the company's stock after buying an additional 29,025 shares during the
Brookfield Renewable: Stock Gets Expensive, 7.75% Preferreds Still Make Sense
Brookfield Renewable Partners L.P. has surged, but the current valuation is unjustifiable given fundamentals and sector dynamics. BEP trades at 15x FFO and 15x EV/EBITDA, with a net debt/EBITDA of 6.0x, raising concerns given asset lifespans. The rally appears disconnected from earnings estimate revisions, driven instead by speculative data center demand fears.
Brookfield: Finding The Right Mix Of Capital Growth, Hard Assets, And High Margins
Brookfield Corporation (BN) should be the core holding, anchoring exposure to the broader Brookfield ecosystem and serving as a capital growth vehicle. BN's subsidiaries, including BIP/BIPC and BEP/BEPC, provide inflation-protected, income-generating hard asset exposure with differentiated risk and yield profiles. Strategic partnerships with hyperscalers like Google, Microsoft, and Nvidia drive long-term growth for BEP/BEPC and BIP/BIPC, leveraging AI and renewable demand.
Brookfield: An Undervalued Compounder With 20%+ Annual Earnings Growth Potential
Brookfield Corporation targets 20%+ annual core earnings growth through 2030, with upside to 25% from carried interest and capital allocation. BN's high-margin, fee-based asset management and rapidly scaling insurance platform are dual engines driving recurring, compounding earnings. Asset management is the most predictable segment, with $603 billion in fee-bearing capital and $3 billion in annual fee-related earnings, supporting stable long-term growth.
Brookfield Infrastructure: Resilient Business Model And Low Valuation Make It A Buy
Brookfield Infrastructure Corporation trades at 11.3x forward FFO with a 4.4% yield, nearly 20% off its 52-week high. BIPC's diversified, contracted cash flows and management's 10%+ FFO/unit growth outlook support double-digit annualized returns and a buy rating. Lower interest rate expectations benefit BIPC's debt-heavy model, while its strong track record and dividend growth remain compelling.
