Brookfield Corporation Reports Strong 2025 Performance
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 hours ago
0mins
Should l Buy BN?
Source: Fool
- Earnings Growth: Brookfield Corporation's distributable earnings increased by 11% in 2025 to $5.4 billion, supporting its ability to generate market-beating total returns, showcasing the company's strong profitability and competitive position.
- Asset Management Performance: The asset management segment grew its fee-bearing capital to $603 billion, driving a 22% increase in fee-related earnings to $3 billion, indicating robust performance and heightened market demand in asset management.
- Infrastructure Investment Opportunities: Brookfield estimates a need for $7 trillion in global investments over the next decade for data centers and power infrastructure, actively positioning itself in AI infrastructure through partnerships with companies like NVIDIA, demonstrating its forward-looking investment strategy.
- Shareholder Returns Enhancement: The company repurchased over $1 billion in shares last year and recently raised its dividend by 17%, which not only boosts shareholder confidence but also reflects the company's commitment to future growth and value creation.
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Analyst Views on BN
Wall Street analysts forecast BN stock price to rise
8 Analyst Rating
8 Buy
0 Hold
0 Sell
Strong Buy
Current: 47.670
Low
36.00
Averages
49.91
High
59.00
Current: 47.670
Low
36.00
Averages
49.91
High
59.00
About BN
Brookfield Corporation is a Canada-based global investment firm focused on building long-term wealth for institutions and individuals around the world. The Company has three core businesses: Alternative Asset Management, Wealth Solutions, and its Operating Businesses, which are in renewable power, infrastructure, business and industrial services, and real estate. Its Asset Management business includes managing long-term private funds, perpetual strategies and liquid strategies on behalf of its investors and itself. The Company's Wealth Solutions business includes its equity accounted interest in Brookfield Wealth Solutions Ltd. Its renewable power and transition business includes the ownership, operation and development of hydroelectric, wind, utility-scale solar power generating assets, distributed energy, and sustainable solutions. The Company’s infrastructure business includes the ownership, operation and development of utilities, transport, midstream, and data assets.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Earnings Growth: Brookfield Corporation's distributable earnings increased by 11% in 2025 to $5.4 billion, supporting its ability to generate market-beating total returns, showcasing the company's strong profitability and competitive position.
- Asset Management Performance: The asset management segment grew its fee-bearing capital to $603 billion, driving a 22% increase in fee-related earnings to $3 billion, indicating robust performance and heightened market demand in asset management.
- Infrastructure Investment Opportunities: Brookfield estimates a need for $7 trillion in global investments over the next decade for data centers and power infrastructure, actively positioning itself in AI infrastructure through partnerships with companies like NVIDIA, demonstrating its forward-looking investment strategy.
- Shareholder Returns Enhancement: The company repurchased over $1 billion in shares last year and recently raised its dividend by 17%, which not only boosts shareholder confidence but also reflects the company's commitment to future growth and value creation.
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- Strong Financial Performance: Brookfield Corporation reported $112 billion in inflows for its asset management business in 2025, driving a 11% year-over-year increase in distributable earnings (DE) to $5.4 billion ($2.27 per share), showcasing the company's robust strength and market demand in asset management.
- Dividend Increase: The Board declared a 17% increase in the quarterly dividend to $0.07 per share, payable on March 31, 2026, which not only enhances shareholder returns but also reflects the company's ongoing profitability and stable cash flow.
- Share Repurchase Program: The company repurchased over $1 billion of its shares in 2025, demonstrating confidence in its intrinsic value, as shares were bought back at an average price of $36, approximately 50% below its intrinsic value of $68, creating significant value for shareholders.
- Record Asset Monetization: Brookfield completed a record $91 billion in asset monetizations in 2025 across real estate, infrastructure, and renewable energy sectors, reflecting improved market sentiment and strong demand for high-quality assets.
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- Earnings Highlights: Brookfield reported a Q4 non-GAAP EPS of $0.67 and revenue of $20.16 billion, reflecting a 3.8% year-over-year growth, indicating the company's sustained growth potential in asset management.
- Dividend Increase: The Board declared a 17% increase in the quarterly dividend to $0.07 per share, equating to $0.28 annually, payable on March 31, 2026, which enhances shareholder returns and attracts more investors.
- Strategic Partnership: Brookfield has partnered with Qatar on a $20 billion AI investment venture, showcasing the company's strategic positioning in cutting-edge technology and aiming to capitalize on rapid growth opportunities in the AI sector.
- Market Outlook: With strong growth in its asset management business and an increased dividend, Brookfield is viewed as a potential $100 stock, reflecting market optimism about its future development.
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- Earnings Schedule: This week features a high volume of earnings reports from technology, consumer discretionary, and energy sectors, with RIVN stock showing notable movement ahead of its earnings release, indicating investor sentiment.
- Monday.com and Pagaya Reports: On Monday, work management SaaS provider Monday.com and fintech company Pagaya released their earnings before the market opened, with expectations that their results will reflect broader industry trends.
- Coinbase Earnings Expectations: On Thursday, Coinbase is expected to report earnings of 68 cents per share and quarterly revenue of $1.86 billion, despite facing a projected 33% drop in transaction revenue, raising investor interest in its growing stablecoin and subscription services.
- Nebius Group Forecast: Also on Thursday, Nebius Group is projected to report a loss of $1.14 per share and revenue of $246.05 million, with analysts expressing caution, reflecting concerns over cloud service demand in the current market environment.
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Year-End Reporting: Big private asset managers are starting to report their year-end results.
Morgan Stanley Analysts' Focus: Analysts at Morgan Stanley will be particularly interested in two key aspects during these reports.
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- Increased Stake: Sather Financial Group disclosed in an SEC filing on January 26, 2026, that it purchased an additional 18,035 shares of Paycom Software for $3.20 million during Q4, although the total position value decreased by $9.32 million due to share price fluctuations, indicating market uncertainty.
- Ownership Proportion Change: As of December 31, 2025, Sather's stake in Paycom rose to 2.3%, representing a significant portion of its $1.86 billion reportable U.S. equity AUM, reflecting continued confidence in the company.
- Market Performance: As of January 23, 2026, Paycom's shares were priced at $152.29, down 25.3% over the past year and underperforming the S&P 500 by 38.3 percentage points, highlighting the growth challenges faced by the company.
- Valuation Attractiveness: Despite Paycom's stock price declining over 60% in the past five years, its current P/E ratio of about 19 is significantly lower than the pandemic peak of 150, potentially offering a more attractive entry point for long-term investors.
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