Brookfield Corporation (BN)
Brookfield Asset Management: Buy This Dividend Growth Monster Now
Brookfield Asset Management is likely to announce another strong dividend hike in a couple of months. The company is executing well in a global alternative asset management industry that's poised for many more years of outsized growth. BAM held $2.6 billion of liquidity to close out Q3 2025 and just issued another $1 billion of senior notes at attractive terms.
Bloom Energy: The $5B Brookfield Catalyst Powers AI Data Centers
Bloom Energy's on-site generation is solving the grid bottleneck for data centers. A $5 billion partnership and a 2 GW capacity goal by 2026 provide a clear path for scaling. Q3 2025 results surpassed consensus, leading to a wave of positive revisions by Wall Street analysts.
Brookfield: The Staggering Growth Of Asset Management
Brookfield's asset management business saw its fee-bearing capital grow by 8% year-over-year to reach $581 billion. This drove fee-related earnings to climb by 17% over its year-ago quarter to reach $754 million, with BN generating third-quarter distributable earnings of $0.63 per share. BAM is aiming to deliver 20% annual earnings growth over the next five years and beyond on the back of its consistent recurring revenue and earnings visibility.
Zacks Industry Outlook Atmos, Brookfield and Spire
Atmos, Brookfield and Spire have been highlighted in this Industry Outlook article.
Brookfield Infrastructure Partners: Buy This Solid Yield While It's Undervalued
Brookfield Infrastructure Partners remains a compelling pick for steady income and potential mid-teens total returns, outperforming the S&P 500 since August. BIP's inflation-linked, contract-backed cash flows, diversified assets, and expanding data infrastructure underpin management's 8-9% medium-term annual FFO growth guidance. Recent catalysts include $2.3 billion in acquisitions and a robust Data segment, with ongoing annual deployment of up to $500 million.
Brookfield Renewable Partners: Buy This Income Powerhouse While It Remains Undervalued
Brookfield Renewable Partners is rated a 'Buy' as robust FFO growth, diversified assets, and a 5.3% yield support strong total return potential. BEP is seeing hydro segment recovery, nuclear expansion via Westinghouse, and large-scale battery storage deployments. Management guides for 10% annual FFO/unit growth, 5-9% distribution increases, and maintains a BBB+ balance sheet with $4.7B in liquidity.
Brookfield CEO Bruce Flatt on $20 billion partnership with Qatar
CNBC's Leslie Picker sits down with Brookfield CEO Bruce Flatt to discuss the company's new partnership with the Qatar Investment Authority, its AI strategy, and more.
Brookfield Renewable: Structure Appeals To A Broader Investor Base
Brookfield Renewable Corporation offers superior total return and simplicity versus Brookfield Renewable Partners L.P., despite a lower yield. BEPC benefits from capital recycling, a diversified renewable portfolio, and strong contracted cash flows, targeting 10%+ FFO and 5-9% distribution growth. Recent performance shows BEPC outpacing BEP, with 30% vs. 10.3% total return over the past year, despite a 3.6% yield versus BEP's 5.2%.
Brookfield Infrastructure: Double-Digit Discount And Attractive Spreads With The Preferreds
Brookfield Infrastructure grew FFO per unit by 9% during its recent third quarter while paying out 67% of this to set the backdrop for another strong distribution raise next year. The company's two preferreds have been dipping since September, tracking the broader fixed-income market lower, and now offer a 300 basis points spread to the U.S. 10-year Treasury yield. Both preferreds issue a K-1 tax form, which is limiting, but they're trading at a more than 30% discount to their liquidation values and will benefit from Fed rate cuts.
2 AI Data Center Stocks to Buy Right Now
Brookfield Corporation sees a once-in-a-generation opportunity to invest in building infrastructure to support AI. The global investment firm and its affiliates are investing heavily in the development of AI factories and other AI infrastructure.
Brookfield Asset Management: Reality Check For High Growth Rates
Brookfield Asset Management Ltd. remains a 'Hold' despite recent price declines and strong operational growth. Brookfield Asset Management reported solid Q3 '25 results with record capital deployment and fundraising, but missed revenue estimates and faces high valuation multiples. Sustained double-digit growth is necessary to justify Brookfield Asset Management's current valuation, yet risks from an AI spending slowdown and potential recession threaten these rates.
Don't Buy Brookfield Unless You Understand This
Brookfield Corporation (BN) has delivered strong long-term returns, outperforming the S&P 500 with a 345% 10-year total return. BN's investment thesis centers on real assets, offering inflation-linked cash flows and protection against central bank policy risks. The company has expanded into insurance via Brookfield Wealth Management (BNT), significantly altering BN's risk profile and liability structure.
