Brookfield Renewable Partners Shows Strong Dividend Performance
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 days ago
0mins
Source: Fool
- Dividend Yield Analysis: Brookfield Renewable Partners boasts a current dividend yield of nearly 5%, significantly higher than the S&P 500 average, indicating strong investor interest despite the typical caution associated with yields above 4%.
- Financial Performance Improvement: In 2025, Brookfield Renewable Partners reported $1.3 billion in funds from operations (FFO), reflecting a 13.8% increase, with FFO per share rising to $0.52, a 10.8% growth, while management anticipates a 10% annual increase in FFO per unit.
- Long-Term Contract Security: With 90% of its electricity sales secured through long-term power purchase agreements averaging 13 years, the company enjoys stable cash flows, and 70% of these agreements include inflation-adjustment clauses, enhancing its financial flexibility.
- Growing Market Demand: As the expansion of data centers and manufacturing drives electricity needs, U.S. demand is projected to grow by 35% to 50% by 2040, positioning Brookfield advantageously through partnerships with Microsoft and Alphabet, thereby solidifying its market presence.
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Analyst Views on BEP
Wall Street analysts forecast BEP stock price to rise
11 Analyst Rating
9 Buy
2 Hold
0 Sell
Strong Buy
Current: 32.030
Low
27.00
Averages
34.73
High
39.00
Current: 32.030
Low
27.00
Averages
34.73
High
39.00
About BEP
Brookfield Renewable Partners L.P. operates publicly traded platforms for renewable power and decarbonization solutions. The Company’s renewable power portfolio includes hydroelectric, wind, utility-scale solar, distributed generation, and storage facilities across North America, South America, Europe, and Asia-Pacific. Its operations are divided into six segments: hydroelectric, which is further categorized by geography (North America, Colombia, and Brazil); wind; utility-scale solar; distributed energy and storage, including distributed generation, pumped storage, and battery energy storage systems; sustainable solutions, encompassing agricultural renewable natural gas, carbon capture and storage, recycling, cogeneration, biomass, nuclear services, electro fuels, and power transformation; and corporate. The Company’s total power portfolio comprises approximately 46,200 megawatts of installed capacity and a development pipeline of approximately 200,000 megawatts.
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.
Increasing Energy Demand to Boost Brookfield Renewable; Recommended to Purchase Shares.
Growing Power Demand: Global electricity demand is increasing rapidly, driven by factors such as AI data centers and other energy needs.
Need for Scalable Energy Solutions: There is a pressing requirement for the rapid deployment of energy generation solutions to meet this rising demand.
See More
Brookfield Corporation's Future Growth Potential Analysis
- Asset Management Strength: Brookfield Corporation owns 73% of Brookfield Asset Management and also directly holds Brookfield Property Group and Brookfield Wealth Solutions, creating a diversified asset management structure that enhances its market competitiveness.
- Significant Valuation Discount: With a total value of publicly traded investments at $16.1 billion and BAM stake valued at approximately $62 billion, Brookfield's combined asset value of $78.1 billion indicates an intrinsic value of $34.86 per share, significantly higher than its current price of $48, highlighting a market undervaluation.
- Future Value Expectations: Management anticipates that by 2030, Brookfield's intrinsic value could reach $140 per share based on a forecasted 25% growth in distributable earnings, potentially offering annualized returns of 15%-20%, consistent with its historical performance.
- Market Opportunity Capture: Brookfield is actively engaging in opportunities related to AI infrastructure development and new regulatory policies allowing retirement vehicles like 401(k)s to invest directly in alternative assets, demonstrating its strategic positioning and growth potential in future markets.
See More
Brookfield Renewable Shows Strong Performance Amid Rising Energy Demand
- Strong Financial Performance: Brookfield Renewable's recent earnings report revealed a 10% year-over-year growth in funds from operations, alongside $4.6 billion in available liquidity, indicating robust financial health that supports future expansion and investment in renewable energy.
- Diverse Asset Portfolio: The company boasts a diverse range of renewable energy assets, including hydroelectric, wind, and solar, positioning itself at the intersection of rising global electricity demand, increasing decarbonization pressures, and the need for reliable power assets, ensuring competitive advantage in the market.
- Partnerships with Tech Giants: Brookfield is collaborating with major tech companies like Microsoft, Google, and Amazon, further solidifying its leadership in the renewable energy sector, which not only enhances its market influence but also provides strong support for future growth.
- Enhanced Shareholder Returns: As of February 12, Brookfield's stock has risen 12% year-to-date and 62% over the past 12 months, with an annual dividend of $1.57 per share yielding approximately 3.6%, demonstrating the company's strong capability in creating value for shareholders.
See More
Brookfield Renewable Partners Shows Strong Dividend Performance
- Dividend Yield Analysis: Brookfield Renewable Partners boasts a current dividend yield of nearly 5%, significantly higher than the S&P 500 average, indicating strong investor interest despite the typical caution associated with yields above 4%.
- Financial Performance Improvement: In 2025, Brookfield Renewable Partners reported $1.3 billion in funds from operations (FFO), reflecting a 13.8% increase, with FFO per share rising to $0.52, a 10.8% growth, while management anticipates a 10% annual increase in FFO per unit.
- Long-Term Contract Security: With 90% of its electricity sales secured through long-term power purchase agreements averaging 13 years, the company enjoys stable cash flows, and 70% of these agreements include inflation-adjustment clauses, enhancing its financial flexibility.
- Growing Market Demand: As the expansion of data centers and manufacturing drives electricity needs, U.S. demand is projected to grow by 35% to 50% by 2040, positioning Brookfield advantageously through partnerships with Microsoft and Alphabet, thereby solidifying its market presence.
See More
Brookfield Renewable Shares Surge 14% Amid Dividend Increase
- Stock Performance: Brookfield Renewable's shares have surged over 14% so far in 2026, reflecting strong market confidence in its renewable energy business and investor recognition of its future growth potential.
- Dividend Increase: The company has just raised its quarterly dividend by 5%, bringing it to $0.392 per share, marking five consecutive years of dividend increases, which underscores its stable cash flow and robust financial performance, thereby boosting investor confidence.
- FFO Growth: In 2025, Brookfield reported $1.3 billion in funds from operations (FFO), a 13.8% increase, with FFO per share at $0.52, up 10.8%, demonstrating the company's ongoing profitability and growth potential in the renewable energy sector.
- Long-Term Contract Advantage: With 90% of its electricity sales coming from long-term power purchase agreements averaging 13 years, and 70% of these contracts indexed to inflation, Brookfield is well-positioned to withstand future market fluctuations, ensuring a reliable revenue stream.
See More
Brookfield Renewable's Investment Potential
- Clean Energy Leader: Brookfield Renewable operates a globally diversified portfolio of clean power assets, including hydro, wind, and solar, across North America, South America, Europe, and Asia, ensuring its competitive edge in the renewable energy market.
- Strategic Partnership: Brookfield's collaboration with Microsoft aims to deliver over 10.5 gigawatts of new renewable energy capacity between 2026 and 2030 for its cloud and AI operations, making this deal nearly eight times larger than the largest corporate power purchase agreement ever signed.
- Growth Drivers: The company anticipates that new power purchase agreements, such as its hydropower deal with Google, will drive over 10% annual growth in funds from operations per share through 2030, supporting its plans to increase dividends by 5% to 9% annually.
- Investment Return Potential: A $25,000 investment today could grow to nearly $1 million in 30 years at a 13% average annual return, highlighting Brookfield's potential to transform investors' financial futures amid rising power demands.
See More
Increasing Energy Demand to Boost Brookfield Renewable; Recommended to Purchase Shares.
Growing Power Demand: Global electricity demand is increasing rapidly, driven by factors such as AI data centers and other energy needs.
Need for Scalable Energy Solutions: There is a pressing requirement for the rapid deployment of energy generation solutions to meet this rising demand.
See More
Brookfield Corporation's Future Growth Potential Analysis
- Asset Management Strength: Brookfield Corporation owns 73% of Brookfield Asset Management and also directly holds Brookfield Property Group and Brookfield Wealth Solutions, creating a diversified asset management structure that enhances its market competitiveness.
- Significant Valuation Discount: With a total value of publicly traded investments at $16.1 billion and BAM stake valued at approximately $62 billion, Brookfield's combined asset value of $78.1 billion indicates an intrinsic value of $34.86 per share, significantly higher than its current price of $48, highlighting a market undervaluation.
- Future Value Expectations: Management anticipates that by 2030, Brookfield's intrinsic value could reach $140 per share based on a forecasted 25% growth in distributable earnings, potentially offering annualized returns of 15%-20%, consistent with its historical performance.
- Market Opportunity Capture: Brookfield is actively engaging in opportunities related to AI infrastructure development and new regulatory policies allowing retirement vehicles like 401(k)s to invest directly in alternative assets, demonstrating its strategic positioning and growth potential in future markets.
See More
Brookfield Renewable Shows Strong Performance Amid Rising Energy Demand
- Strong Financial Performance: Brookfield Renewable's recent earnings report revealed a 10% year-over-year growth in funds from operations, alongside $4.6 billion in available liquidity, indicating robust financial health that supports future expansion and investment in renewable energy.
- Diverse Asset Portfolio: The company boasts a diverse range of renewable energy assets, including hydroelectric, wind, and solar, positioning itself at the intersection of rising global electricity demand, increasing decarbonization pressures, and the need for reliable power assets, ensuring competitive advantage in the market.
- Partnerships with Tech Giants: Brookfield is collaborating with major tech companies like Microsoft, Google, and Amazon, further solidifying its leadership in the renewable energy sector, which not only enhances its market influence but also provides strong support for future growth.
- Enhanced Shareholder Returns: As of February 12, Brookfield's stock has risen 12% year-to-date and 62% over the past 12 months, with an annual dividend of $1.57 per share yielding approximately 3.6%, demonstrating the company's strong capability in creating value for shareholders.
See More
Brookfield Renewable Partners Shows Strong Dividend Performance
- Dividend Yield Analysis: Brookfield Renewable Partners boasts a current dividend yield of nearly 5%, significantly higher than the S&P 500 average, indicating strong investor interest despite the typical caution associated with yields above 4%.
- Financial Performance Improvement: In 2025, Brookfield Renewable Partners reported $1.3 billion in funds from operations (FFO), reflecting a 13.8% increase, with FFO per share rising to $0.52, a 10.8% growth, while management anticipates a 10% annual increase in FFO per unit.
- Long-Term Contract Security: With 90% of its electricity sales secured through long-term power purchase agreements averaging 13 years, the company enjoys stable cash flows, and 70% of these agreements include inflation-adjustment clauses, enhancing its financial flexibility.
- Growing Market Demand: As the expansion of data centers and manufacturing drives electricity needs, U.S. demand is projected to grow by 35% to 50% by 2040, positioning Brookfield advantageously through partnerships with Microsoft and Alphabet, thereby solidifying its market presence.
See More
Brookfield Renewable Shares Surge 14% Amid Dividend Increase
- Stock Performance: Brookfield Renewable's shares have surged over 14% so far in 2026, reflecting strong market confidence in its renewable energy business and investor recognition of its future growth potential.
- Dividend Increase: The company has just raised its quarterly dividend by 5%, bringing it to $0.392 per share, marking five consecutive years of dividend increases, which underscores its stable cash flow and robust financial performance, thereby boosting investor confidence.
- FFO Growth: In 2025, Brookfield reported $1.3 billion in funds from operations (FFO), a 13.8% increase, with FFO per share at $0.52, up 10.8%, demonstrating the company's ongoing profitability and growth potential in the renewable energy sector.
- Long-Term Contract Advantage: With 90% of its electricity sales coming from long-term power purchase agreements averaging 13 years, and 70% of these contracts indexed to inflation, Brookfield is well-positioned to withstand future market fluctuations, ensuring a reliable revenue stream.
See More
Brookfield Renewable's Investment Potential
- Clean Energy Leader: Brookfield Renewable operates a globally diversified portfolio of clean power assets, including hydro, wind, and solar, across North America, South America, Europe, and Asia, ensuring its competitive edge in the renewable energy market.
- Strategic Partnership: Brookfield's collaboration with Microsoft aims to deliver over 10.5 gigawatts of new renewable energy capacity between 2026 and 2030 for its cloud and AI operations, making this deal nearly eight times larger than the largest corporate power purchase agreement ever signed.
- Growth Drivers: The company anticipates that new power purchase agreements, such as its hydropower deal with Google, will drive over 10% annual growth in funds from operations per share through 2030, supporting its plans to increase dividends by 5% to 9% annually.
- Investment Return Potential: A $25,000 investment today could grow to nearly $1 million in 30 years at a 13% average annual return, highlighting Brookfield's potential to transform investors' financial futures amid rising power demands.
See More
