Brookfield Renewable: High Growth and High Dividend Yield
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy BEPC?
Source: Fool
- Significant Earnings Growth: Brookfield Renewable generated $375 million in funds from operations (FFO) in Q1, with a unit earnings of $0.55, reflecting a 19% overall growth and 15% per unit, particularly driven by a 30% increase in its hydroelectric platform, enhancing its competitive edge in the renewable energy sector.
- Expansion Investment Plans: The company and its partners committed to deploying up to $2.2 billion for expansion, with Brookfield funding $550 million, primarily investing in Boralex's renewable energy platform, which is expected to drive future growth and increase market share.
- New Capacity Delivery: In Q1, Brookfield delivered 1.8 GW of new capacity and secured contracts for another 1.7 GW of development projects, progressing towards its target of 10 GW in annual deliveries by 2027, further solidifying its leadership in the renewable energy market.
- Capital Recycling and Reinvestment: By selling mature assets, Brookfield anticipates generating $820 million in net proceeds, which will be reinvested into development projects and acquisitions, supporting its strategic goal of over 10% annual FFO growth per share through 2030, ensuring continued dividend growth.
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Analyst Views on BEPC
Wall Street analysts forecast BEPC stock price to rise
3 Analyst Rating
2 Buy
1 Hold
0 Sell
Moderate Buy
Current: 36.260
Low
35.00
Averages
43.67
High
48.00
Current: 36.260
Low
35.00
Averages
43.67
High
48.00
About BEPC
Brookfield Renewable Corp. operates renewable power platforms and sustainable solutions. The Company’s operations consist of over 13,948 MW of installed hydroelectric, wind, solar, storage and ancillary capacity across Brazil, Colombia, North America and Europe. Its sustainable solutions assets include investment in a leading global nuclear services business and a portfolio of investments in carbon capture and storage capacity, agricultural renewable natural gas, materials recycling and eFuels manufacturing capacity, among others. It is focused on power markets in the United States. Its hydroelectric capacity in the United States is located in New York, Pennsylvania, and New England. In New York, it has over 74 hydroelectric facilities, in Pennsylvania, four hydroelectric facilities, and in New England, 48 hydroelectric facilities. Through its subsidiary TerraForm Power, it has a diverse portfolio of wind and solar platforms located in California, Illinois, Texas and New York.
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.
Brookfield Renewable Reports Strong Q1 Earnings Growth
- Significant Earnings Growth: Brookfield Renewable achieved a 15% earnings growth in Q1, with funds from operations (FFO) reaching $0.55 per unit and a total of $375 million, demonstrating strong pricing and generation capabilities that reinforce its market position in renewable energy.
- Expansion Investment Plans: The company and its partners committed to deploying up to $2.2 billion for expansion, with Brookfield funding $550 million primarily into Boralex, a Canadian renewable power platform, which is expected to drive future growth potential.
- New Capacity Delivery: In Q1, Brookfield delivered 1.8 GW of new capacity and secured contracts for another 1.7 GW of development projects, steadily progressing towards its target of 10 GW in annual deliveries by 2027, showcasing its robust development capabilities.
- Asset Sale Financing: The company signed deals generating $820 million from the sale of mature assets, planning to recycle these funds into development projects and acquisitions, further supporting its strategic goal of over 10% annual FFO per share growth through 2030.
See More
Brookfield Renewable: High Growth and High Dividend Yield
- Significant Earnings Growth: Brookfield Renewable generated $375 million in funds from operations (FFO) in Q1, with a unit earnings of $0.55, reflecting a 19% overall growth and 15% per unit, particularly driven by a 30% increase in its hydroelectric platform, enhancing its competitive edge in the renewable energy sector.
- Expansion Investment Plans: The company and its partners committed to deploying up to $2.2 billion for expansion, with Brookfield funding $550 million, primarily investing in Boralex's renewable energy platform, which is expected to drive future growth and increase market share.
- New Capacity Delivery: In Q1, Brookfield delivered 1.8 GW of new capacity and secured contracts for another 1.7 GW of development projects, progressing towards its target of 10 GW in annual deliveries by 2027, further solidifying its leadership in the renewable energy market.
- Capital Recycling and Reinvestment: By selling mature assets, Brookfield anticipates generating $820 million in net proceeds, which will be reinvested into development projects and acquisitions, supporting its strategic goal of over 10% annual FFO growth per share through 2030, ensuring continued dividend growth.
See More
Long-Term Potential of Clean Energy Stocks
- NextEra Energy Advantage: NextEra Energy, one of the world's largest solar and wind producers, boasts a market cap of $202 billion and a 33 gigawatt project backlog, with a projected 6% dividend growth by 2028, making it attractive for conservative investors seeking stable cash flows and growth potential.
- Brookfield Renewable Diversification: Brookfield Renewable owns a global portfolio of clean energy assets, offering a 4.7% yield, and collaborates with tech giants like Microsoft and Google to enhance AI infrastructure, highlighting its significance in current market trends.
- Bloom Energy's Growth Potential: As a startup focused on fuel cell production, Bloom Energy ended 2025 with a $20 billion backlog, of which only $6 billion is product-related, indicating strong future growth potential driven by its substantial service contract backlog.
- Energy Transition Trend: While oil will remain a crucial energy source, the ongoing growth in the clean energy sector suggests that investors should consider companies like NextEra Energy, Brookfield Renewable, and Bloom Energy to capitalize on future growth opportunities.
See More
Analysis of Clean Energy Investment Prospects
- NextEra Energy Overview: As one of the world's largest producers of solar and wind power, NextEra Energy's 33 gigawatt backlog indicates strong growth potential in renewable energy, with a projected 6% dividend growth by 2028, making it attractive for conservative investors.
- Brookfield Renewable Investment: Brookfield boasts a diversified clean energy asset portfolio with a 4.7% yield, and its collaboration with Microsoft and Google's AI infrastructure development enhances its market competitiveness, with an expected annual dividend growth of 5% to 9%.
- Bloom Energy's Growth Potential: Bloom Energy's service backlog has reached $20 billion, with $6 billion tied to its products, showcasing strong growth potential in the high-risk, high-reward sector, although its stock price has surged, it still attracts aggressive investors.
- Long-Term Clean Energy Trends: While oil price fluctuations will continue to impact the market, the ongoing growth trend in clean energy cannot be overlooked, positioning companies like NextEra, Brookfield, and Bloom Energy as key choices for investors in this sector.
See More
Brookfield Renewable Declares Quarterly Dividend of $0.392
- Quarterly Dividend Announcement: Brookfield Renewable has declared a quarterly dividend of $0.392 per share, consistent with previous distributions, indicating the company's stable cash flow and commitment to shareholder returns.
- Yield Overview: The forward yield of 4.38% reflects the company's attractiveness in the current market environment, potentially appealing to investors seeking stable income.
- Payment Schedule: The dividend will be payable on June 30, with a record date of May 29 and an ex-dividend date also on May 29, ensuring shareholders receive their returns promptly.
- Market Reaction Analysis: Despite the stable dividend, the market has seen an increase in the valuation of Brookfield Renewable's stock, indicating cautious optimism among investors regarding its future growth potential.
See More
Brookfield Renewable Q1 Earnings Report Analysis
- Disappointing Earnings: Brookfield Renewable reported a Q1 GAAP EPS of -$0.40, with revenues of $1.51 billion reflecting a 4.4% year-over-year decline, raising concerns about its future profitability in a competitive market.
- Significant Revenue Miss: The company fell short of revenue expectations by $50 million, indicating pressure in market competition that could undermine investor confidence and lead to stock price volatility.
- Liquidity Analysis: Although the funds from operations (FFO) stood at $0.55 per share, the overall financial performance did not meet market expectations, potentially forcing the company to reassess its capital allocation strategy to address future challenges.
- Dividend Growth Potential Limited: Among large-cap stocks, Brookfield Renewable has a low dividend growth rating, which may hinder its ability to attract long-term investors, particularly in the current high-inflation environment.
See More
Brookfield Renewable Reports Strong Q1 Earnings Growth
- Significant Earnings Growth: Brookfield Renewable achieved a 15% earnings growth in Q1, with funds from operations (FFO) reaching $0.55 per unit and a total of $375 million, demonstrating strong pricing and generation capabilities that reinforce its market position in renewable energy.
- Expansion Investment Plans: The company and its partners committed to deploying up to $2.2 billion for expansion, with Brookfield funding $550 million primarily into Boralex, a Canadian renewable power platform, which is expected to drive future growth potential.
- New Capacity Delivery: In Q1, Brookfield delivered 1.8 GW of new capacity and secured contracts for another 1.7 GW of development projects, steadily progressing towards its target of 10 GW in annual deliveries by 2027, showcasing its robust development capabilities.
- Asset Sale Financing: The company signed deals generating $820 million from the sale of mature assets, planning to recycle these funds into development projects and acquisitions, further supporting its strategic goal of over 10% annual FFO per share growth through 2030.
See More
Brookfield Renewable: High Growth and High Dividend Yield
- Significant Earnings Growth: Brookfield Renewable generated $375 million in funds from operations (FFO) in Q1, with a unit earnings of $0.55, reflecting a 19% overall growth and 15% per unit, particularly driven by a 30% increase in its hydroelectric platform, enhancing its competitive edge in the renewable energy sector.
- Expansion Investment Plans: The company and its partners committed to deploying up to $2.2 billion for expansion, with Brookfield funding $550 million, primarily investing in Boralex's renewable energy platform, which is expected to drive future growth and increase market share.
- New Capacity Delivery: In Q1, Brookfield delivered 1.8 GW of new capacity and secured contracts for another 1.7 GW of development projects, progressing towards its target of 10 GW in annual deliveries by 2027, further solidifying its leadership in the renewable energy market.
- Capital Recycling and Reinvestment: By selling mature assets, Brookfield anticipates generating $820 million in net proceeds, which will be reinvested into development projects and acquisitions, supporting its strategic goal of over 10% annual FFO growth per share through 2030, ensuring continued dividend growth.
See More
Long-Term Potential of Clean Energy Stocks
- NextEra Energy Advantage: NextEra Energy, one of the world's largest solar and wind producers, boasts a market cap of $202 billion and a 33 gigawatt project backlog, with a projected 6% dividend growth by 2028, making it attractive for conservative investors seeking stable cash flows and growth potential.
- Brookfield Renewable Diversification: Brookfield Renewable owns a global portfolio of clean energy assets, offering a 4.7% yield, and collaborates with tech giants like Microsoft and Google to enhance AI infrastructure, highlighting its significance in current market trends.
- Bloom Energy's Growth Potential: As a startup focused on fuel cell production, Bloom Energy ended 2025 with a $20 billion backlog, of which only $6 billion is product-related, indicating strong future growth potential driven by its substantial service contract backlog.
- Energy Transition Trend: While oil will remain a crucial energy source, the ongoing growth in the clean energy sector suggests that investors should consider companies like NextEra Energy, Brookfield Renewable, and Bloom Energy to capitalize on future growth opportunities.
See More
Analysis of Clean Energy Investment Prospects
- NextEra Energy Overview: As one of the world's largest producers of solar and wind power, NextEra Energy's 33 gigawatt backlog indicates strong growth potential in renewable energy, with a projected 6% dividend growth by 2028, making it attractive for conservative investors.
- Brookfield Renewable Investment: Brookfield boasts a diversified clean energy asset portfolio with a 4.7% yield, and its collaboration with Microsoft and Google's AI infrastructure development enhances its market competitiveness, with an expected annual dividend growth of 5% to 9%.
- Bloom Energy's Growth Potential: Bloom Energy's service backlog has reached $20 billion, with $6 billion tied to its products, showcasing strong growth potential in the high-risk, high-reward sector, although its stock price has surged, it still attracts aggressive investors.
- Long-Term Clean Energy Trends: While oil price fluctuations will continue to impact the market, the ongoing growth trend in clean energy cannot be overlooked, positioning companies like NextEra, Brookfield, and Bloom Energy as key choices for investors in this sector.
See More
Brookfield Renewable Declares Quarterly Dividend of $0.392
- Quarterly Dividend Announcement: Brookfield Renewable has declared a quarterly dividend of $0.392 per share, consistent with previous distributions, indicating the company's stable cash flow and commitment to shareholder returns.
- Yield Overview: The forward yield of 4.38% reflects the company's attractiveness in the current market environment, potentially appealing to investors seeking stable income.
- Payment Schedule: The dividend will be payable on June 30, with a record date of May 29 and an ex-dividend date also on May 29, ensuring shareholders receive their returns promptly.
- Market Reaction Analysis: Despite the stable dividend, the market has seen an increase in the valuation of Brookfield Renewable's stock, indicating cautious optimism among investors regarding its future growth potential.
See More
Brookfield Renewable Q1 Earnings Report Analysis
- Disappointing Earnings: Brookfield Renewable reported a Q1 GAAP EPS of -$0.40, with revenues of $1.51 billion reflecting a 4.4% year-over-year decline, raising concerns about its future profitability in a competitive market.
- Significant Revenue Miss: The company fell short of revenue expectations by $50 million, indicating pressure in market competition that could undermine investor confidence and lead to stock price volatility.
- Liquidity Analysis: Although the funds from operations (FFO) stood at $0.55 per share, the overall financial performance did not meet market expectations, potentially forcing the company to reassess its capital allocation strategy to address future challenges.
- Dividend Growth Potential Limited: Among large-cap stocks, Brookfield Renewable has a low dividend growth rating, which may hinder its ability to attract long-term investors, particularly in the current high-inflation environment.
See More
