Brookfield Corporation (BN)
Brookfield Asset Management: 15% Dividend Hike, Record AUM, Big Yield
Brookfield Asset Management just hiked its dividend by 15% to drive a record forward 4.52% yield amid broader market pessimism around private credit. BAM achieved record capital formation in fiscal 2025, raising $112 billion and growing fee-bearing capital to $603 billion, up 12% year-over-year. Fourth quarter fee-related earnings rose 28% to $867 million, with margins expanding to 61% and distributable earnings up 18% year-over-year.
Brookfield Asset Management: Golden Buying Opportunity
Brookfield Asset Management offers a compelling buy opportunity, trading near 52-week lows with a 4.5% dividend yield and robust fundamentals. BAM's $1.2 trillion AUM, industry-leading margin, and strong capital recycling underpin double-digit annual earnings growth and durable, inflation-resistant cash flows. Management guides for mid to high-teens fee-related earnings growth, supported by $130 billion in uncalled capital to be deployed.
Reassessing Brookfield Asset Management: Multiple Compression Despite Strong FRE
Brookfield Asset Management (BAM) remains a Buy, but conviction is lower due to valuation compression and a shift in growth quality. FRE growth is robust at ~22% for 2025, but multiple compression (~35-40%) reflects market concerns over mix shift and macro headwinds. Fundraising is strong, but 90% is from non-flagship strategies with lower fees and delayed earnings realization due to $130b uncalled capital.
Brookfield Infrastructure: A 4.7% Yield As The Specter Of A Recession Rises
Brookfield Infrastructure just raised its quarterly cash dividend by 6%, with BIPC now providing an 4.7% dividend yield. The jump in the U.S. 10-year Treasury yield on the back of rising inflation expectations following the closure of the Strait of Hormuz forms the biggest headwind for BIPC investors. U.S. economic growth is weakening just as the likelihood of market odds shifting to a rate hike this year rises.
Brookfield Infrastructure: Riding The HALO Trade With A 5% Dividend Yield
Brookfield Infrastructure remains a top pick for the HALO trade, offering heavy assets with low obsolescence and robust, inflation-indexed cash flows. BIP's portfolio stability is underpinned by 85% contracted or regulated FFO, with long-term durations and minimal market sensitivity, supporting predictable growth. Organic FFO growth targets of 6–9% plus a 5% dividend yield suggest potential total returns above 10%, with recent FFO CAGR near 14%.
Brookfield: Assets Under Management On A Record Ascent
Brookfield is rated "Buy," driven by robust AUM growth and resilient fee-related earnings from its 73% stake in Brookfield Asset Management. BAM achieved record capital formation in its fiscal 2025 fourth quarter, raising $35 billion and increasing total AUM to $1.2 trillion, with fee-bearing capital up 12% year-over-year. Fee-related earnings rose 28% year-over-year to $867 million, with margins expanding to 61%, underpinned by scale and cost discipline despite market concerns over private credit.
Brookfield Renewable vs. Clean Harbors: Two Clean Economy Plays, One Better Buy
Brookfield Renewable Corp ( NYSE:BEPC ) and Clean Harbors ( NYSE:CLH ) both wear the “clean economy” label, but they are fundamentally different businesses built for different investor profiles — here is how they compare.
Billionaire Bill Ackman Has 48% of His Hedge Fund's $14 Billion Stock Portfolio Invested in 3 Outstanding Companies
Bill Ackman is working on an IPO for a new fund and his hedge fund management company. The value investor holds a highly concentrated portfolio of long-term investments.
Archon Partners LLC Invests $10.97 Million in Brookfield Corporation $BN
Archon Partners LLC bought a new stake in shares of Brookfield Corporation (NYSE: BN) during the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 160,000 shares of the company's stock, valued at approximately $10,973,000. A number of other large
Brookfield Asset Management: Buy This Compounding Dividend Machine Now
Last month, Brookfield Asset Management delivered its third straight dividend hike as a standalone entity (also its third consecutive year of a double-digit percentage payout boost). The alternative asset manager has the industry-specific and company-specific catalysts to deliver mid- to high-teens percentage annual distributable EPS growth through 2030. BAM maintains A- and A credit ratings with stable outlooks from S&P and Fitch, respectively.
Brookfield Asset Management: Ramp Up Your Dividend Growth
Brookfield Asset Management stands out as a premier alternative asset manager with $1.2 trillion AUM and robust multi-vertical expertise. BAM targets 18% annual distributable EPS growth, supported by industry tailwinds and a capital-light, fee-based model with 87% long-term AUM. The stock offers a 3.9% yield—nearly 4x the S&P 500—and management expects 15%+ annual dividend growth, underpinned by strong liquidity and an A- credit rating.
Here's My Highest Conviction AI Stock to Buy Right Now (HINT: It Recently Partnered with Nvidia)
Nvidia has invested in Brookfield's first AI infrastructure fund. Brookfield also launched a new cloud services company that's building with Nvidia's designs.
