Increased Stakes in Three High-Dividend Stocks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 04 2026
0mins
Source: Fool
- Renewable Energy Investment: In the second half of 2025, I increased my investment in Brookfield Renewable Partners due to its presence in hydroelectric, solar, wind, and nuclear energy sectors, with partnerships with Microsoft and Google providing strong growth potential.
- Dividend Appeal: Brookfield Renewable offers a 5% dividend yield, making it an attractive option for investors, especially as global demand for renewable energy continues to rise, likely enhancing its market position.
- Consumer Goods Market Dynamics: With a shift towards healthier eating impacting the consumer staples sector negatively, I sold Hormel Foods and Clorox in late 2025 to realize losses, but I increased my positions in both stocks in early 2026, reflecting confidence in their growth potential.
- Growth Potential: Hormel Foods' new CEO and restructuring efforts are expected to drive a return to growth, while Clorox's planned acquisition of Gojo, a leading hand sanitizer company, is anticipated to strengthen its market competitiveness and enhance shareholder returns.
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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: 33.080
Low
27.00
Averages
34.73
High
39.00
Current: 33.080
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.
NextEra and Brookfield Lead the Green Energy Movement
- Growth Expectations: NextEra Energy anticipates an annual growth rate of at least 8% through the early 2030s, demonstrating its strong development potential in the green energy sector, particularly as electricity demand continues to rise, solidifying its market leadership.
- Financial Performance: In 2025, NextEra reported an 8.2% increase in earnings per share and added 13.5 gigawatts to its backlog last year, indicating its ongoing investment and expansion capabilities in renewable energy, which further enhances its long-term revenue visibility.
- Acquisition Plans: Brookfield Renewable announced its acquisition of Canadian independent renewable energy company Boralex and issued C$500 million in green bonds in 2026, which is expected to accelerate its growth and support sustainable development goals, showcasing its proactive positioning in green investments.
- Shareholder Returns: Brookfield's annual dividend stands at $1.57 per share, with both classes of stock rising over 40% in the past 12 months, which not only attracts investor interest but also reflects its strong total return potential, further solidifying its competitive advantage in the green energy market.
See More
Green Energy Demand Accelerates Globally
- NextEra Growth: As of March 30, NextEra Energy boasts a market capitalization of $191 billion, with an anticipated 8.2% earnings-per-share growth in 2025, aiming to maintain this rate through at least 2032, highlighting its robust potential in the renewable energy sector.
- Stable Stock Performance: NextEra's stock exhibits lower volatility than the overall market, with a beta of 0.75; despite a trailing P/E ratio exceeding 27, its long-term revenue visibility and attractive 2.73% dividend yield justify the premium valuation.
- Brookfield's Impressive Growth: Brookfield Renewable Partners reported $1.3 billion in funds from operations in 2025, reflecting a 10% year-over-year increase, alongside a 5% rise in distributions, underscoring its ongoing growth in the green energy space.
- Acquisitions and Financing: In January 2026, Brookfield issued C$500 million in green bonds and announced an agreement to acquire Boralex with investment group La Caisse, further enhancing its investment in renewable energy projects aligned with the United Nations' Sustainable Development Goals.
See More
Brookfield Renewable Corporation's Growth Outlook Remains Strong
- Historic Deal: Brookfield Renewable Corporation has secured the largest renewable energy agreement in history with Microsoft, totaling 10.5 gigawatts, expected to commence deliveries in 2024, significantly enhancing the company's market position and revenue potential.
- Growing Power Demand: With the surge in electricity demand from AI data centers, Brookfield's current capacity exceeds 47 gigawatts, with an additional 227.4 gigawatts in its development pipeline, showcasing the company's strong competitive edge in the clean energy sector.
- Dividend Growth: The company recently announced a 5% increase in its distribution and expects to continue growing it by 5% to 9% annually, which will bolster investor confidence and attract more long-term investors.
- Debt Management: Despite potential interest rate hike risks, Brookfield's average debt maturity exceeds 10 years, with most being fixed-rate, which will mitigate the impact of short-term interest rate fluctuations on the company.
See More
Analysis of Brookfield Renewable Corporation's Stock Pullback
- Stock Pullback: Brookfield Renewable Corporation (BEPC) has seen its shares decline over 10% recently, while most energy stocks have surged due to rising oil and gas prices, potentially offering investors a buying opportunity below $40.
- Historical Rebound: The last time the stock pulled back to similar levels, it rebounded quickly, indicating strong market recovery potential, which may encourage investors to consider increasing their positions for potential gains.
- Massive Contract: Brookfield's agreement with Microsoft for 10.5 gigawatts of renewable energy delivery marks the largest deal in history, expected to commence this year, significantly enhancing the company's market position and revenue potential.
- Dividend Growth: The company recently announced a 5% increase in its distribution and expects to continue growing it by 5% to 9% annually, which not only boosts investor confidence but also adds appeal for long-term holders.
See More
Iran War Disrupts Global Energy Markets Significantly
- Supply Disruption Impact: The war with Iran has caused the largest supply disruption in decades due to attacks on oil tankers in the Strait of Hormuz, which previously handled 20% of global oil and LNG, exacerbating the energy crisis and undermining investor confidence.
- Renewable Energy Investment Outlook: Despite the uncertainty from the war, global demand for renewable energy is surging due to climate change and energy security needs, with Brookfield Renewable expecting over 10% annual growth in funds from operations per share through 2031, supporting 5% to 9% annual dividend growth.
- Enbridge's Stable Earnings: As one of North America's largest energy infrastructure companies, Enbridge transports 30% of crude oil and generates over 98% of its earnings from regulated or contracted businesses, expecting 5% annual cash flow per share growth through 2030 while increasing dividends for 31 consecutive years.
- Chevron's Cash Flow Growth: Chevron has strategically divested low-margin assets and invested in low-cost, high-margin resources, anticipating an additional $12.5 billion in free cash flow this year at $70 oil, with over 10% annual growth expected through 2030, allowing for continued dividend increases.
See More
Renewable Energy Companies Show Promising Growth Prospects
- Cash Flow Growth Outlook: Brookfield Renewable expects to grow its cash flow per share at over 10% annually over the next five years, which will support its annual dividend growth of 5% to 9%, reflecting strong performance and market confidence in the renewable energy sector.
- Stable Revenue Sources: Enbridge, as one of North America's largest energy infrastructure companies, transports 30% of crude oil and 20% of natural gas, with over 98% of its earnings derived from regulated or contracted businesses, ensuring stability and continued dividend growth even in turbulent markets.
- Free Cash Flow Enhancement: Chevron anticipates growing its free cash flow at over 10% annually at $70 oil, with several large capital projects completed in 2025 expected to generate an additional $12.5 billion in free cash flow this year, further strengthening its financial position.
- Navigating Market Uncertainty: Despite the turmoil in the Middle East, Brookfield Renewable, Enbridge, and Chevron are all positioned to continue growing even if energy prices decline, highlighting their investment value and potential for shareholder returns in the current uncertain environment.
See More
NextEra and Brookfield Lead the Green Energy Movement
- Growth Expectations: NextEra Energy anticipates an annual growth rate of at least 8% through the early 2030s, demonstrating its strong development potential in the green energy sector, particularly as electricity demand continues to rise, solidifying its market leadership.
- Financial Performance: In 2025, NextEra reported an 8.2% increase in earnings per share and added 13.5 gigawatts to its backlog last year, indicating its ongoing investment and expansion capabilities in renewable energy, which further enhances its long-term revenue visibility.
- Acquisition Plans: Brookfield Renewable announced its acquisition of Canadian independent renewable energy company Boralex and issued C$500 million in green bonds in 2026, which is expected to accelerate its growth and support sustainable development goals, showcasing its proactive positioning in green investments.
- Shareholder Returns: Brookfield's annual dividend stands at $1.57 per share, with both classes of stock rising over 40% in the past 12 months, which not only attracts investor interest but also reflects its strong total return potential, further solidifying its competitive advantage in the green energy market.
See More
Green Energy Demand Accelerates Globally
- NextEra Growth: As of March 30, NextEra Energy boasts a market capitalization of $191 billion, with an anticipated 8.2% earnings-per-share growth in 2025, aiming to maintain this rate through at least 2032, highlighting its robust potential in the renewable energy sector.
- Stable Stock Performance: NextEra's stock exhibits lower volatility than the overall market, with a beta of 0.75; despite a trailing P/E ratio exceeding 27, its long-term revenue visibility and attractive 2.73% dividend yield justify the premium valuation.
- Brookfield's Impressive Growth: Brookfield Renewable Partners reported $1.3 billion in funds from operations in 2025, reflecting a 10% year-over-year increase, alongside a 5% rise in distributions, underscoring its ongoing growth in the green energy space.
- Acquisitions and Financing: In January 2026, Brookfield issued C$500 million in green bonds and announced an agreement to acquire Boralex with investment group La Caisse, further enhancing its investment in renewable energy projects aligned with the United Nations' Sustainable Development Goals.
See More
Brookfield Renewable Corporation's Growth Outlook Remains Strong
- Historic Deal: Brookfield Renewable Corporation has secured the largest renewable energy agreement in history with Microsoft, totaling 10.5 gigawatts, expected to commence deliveries in 2024, significantly enhancing the company's market position and revenue potential.
- Growing Power Demand: With the surge in electricity demand from AI data centers, Brookfield's current capacity exceeds 47 gigawatts, with an additional 227.4 gigawatts in its development pipeline, showcasing the company's strong competitive edge in the clean energy sector.
- Dividend Growth: The company recently announced a 5% increase in its distribution and expects to continue growing it by 5% to 9% annually, which will bolster investor confidence and attract more long-term investors.
- Debt Management: Despite potential interest rate hike risks, Brookfield's average debt maturity exceeds 10 years, with most being fixed-rate, which will mitigate the impact of short-term interest rate fluctuations on the company.
See More
Analysis of Brookfield Renewable Corporation's Stock Pullback
- Stock Pullback: Brookfield Renewable Corporation (BEPC) has seen its shares decline over 10% recently, while most energy stocks have surged due to rising oil and gas prices, potentially offering investors a buying opportunity below $40.
- Historical Rebound: The last time the stock pulled back to similar levels, it rebounded quickly, indicating strong market recovery potential, which may encourage investors to consider increasing their positions for potential gains.
- Massive Contract: Brookfield's agreement with Microsoft for 10.5 gigawatts of renewable energy delivery marks the largest deal in history, expected to commence this year, significantly enhancing the company's market position and revenue potential.
- Dividend Growth: The company recently announced a 5% increase in its distribution and expects to continue growing it by 5% to 9% annually, which not only boosts investor confidence but also adds appeal for long-term holders.
See More
Iran War Disrupts Global Energy Markets Significantly
- Supply Disruption Impact: The war with Iran has caused the largest supply disruption in decades due to attacks on oil tankers in the Strait of Hormuz, which previously handled 20% of global oil and LNG, exacerbating the energy crisis and undermining investor confidence.
- Renewable Energy Investment Outlook: Despite the uncertainty from the war, global demand for renewable energy is surging due to climate change and energy security needs, with Brookfield Renewable expecting over 10% annual growth in funds from operations per share through 2031, supporting 5% to 9% annual dividend growth.
- Enbridge's Stable Earnings: As one of North America's largest energy infrastructure companies, Enbridge transports 30% of crude oil and generates over 98% of its earnings from regulated or contracted businesses, expecting 5% annual cash flow per share growth through 2030 while increasing dividends for 31 consecutive years.
- Chevron's Cash Flow Growth: Chevron has strategically divested low-margin assets and invested in low-cost, high-margin resources, anticipating an additional $12.5 billion in free cash flow this year at $70 oil, with over 10% annual growth expected through 2030, allowing for continued dividend increases.
See More
Renewable Energy Companies Show Promising Growth Prospects
- Cash Flow Growth Outlook: Brookfield Renewable expects to grow its cash flow per share at over 10% annually over the next five years, which will support its annual dividend growth of 5% to 9%, reflecting strong performance and market confidence in the renewable energy sector.
- Stable Revenue Sources: Enbridge, as one of North America's largest energy infrastructure companies, transports 30% of crude oil and 20% of natural gas, with over 98% of its earnings derived from regulated or contracted businesses, ensuring stability and continued dividend growth even in turbulent markets.
- Free Cash Flow Enhancement: Chevron anticipates growing its free cash flow at over 10% annually at $70 oil, with several large capital projects completed in 2025 expected to generate an additional $12.5 billion in free cash flow this year, further strengthening its financial position.
- Navigating Market Uncertainty: Despite the turmoil in the Middle East, Brookfield Renewable, Enbridge, and Chevron are all positioned to continue growing even if energy prices decline, highlighting their investment value and potential for shareholder returns in the current uncertain environment.
See More
