Brookfield Renewable Partners L.P.

NYSE:BEP Voorraadrapport

Marktkapitalisatie: US$23.3b

Brookfield Renewable Partners Beheer

Beheer criteriumcontroles 4/4

Momenteel beschikken wij niet over voldoende informatie over de CEO.

Belangrijke informatie

Connor Teskey

Algemeen directeur

US$6.2m

Totale compensatie

Percentage CEO-salaris16.13%
Dienstverband CEO5.6yrs
Eigendom CEOn/a
Management gemiddelde ambtstermijn8yrs
Gemiddelde ambtstermijn bestuur10.9yrs

Recente managementupdates

Recent updates

Seeking Alpha • May 15

Brookfield Renewable Set To Have Single Corporate Structure As Inflation Spikes

Summary Brookfield Renewable FFO rose 19% year-over-year to $375 million, with per-unit FFO growth over the same time period at 15%. The merger of BEP and BEPC is under review to boost liquidity and index eligibility, with an update expected later this year. Rising inflation should provide a boost to BEP's earnings, as 70% of its revenues are indexed to inflation, but investors might demand a higher yield for holding its securities. Read the full article on Seeking Alpha
Seeking Alpha • Apr 28

Brookfield Renewable: Check Out That 6.9% Yield

Summary Brookfield Renewable Partners has a 6.9% dividend yield. The company has a 75% cash flow payout ratio, which is pretty sensible. Brookfield Renewable's earnings and cash flows have been growing steadily over time. It recently scored a massive deal with Microsoft that will increase earnings and cash flows further. The company's focus on renewables bodes well for its future. In this article, I explain why I'd buy Brookfield Renewable stock for its 6.9% dividend yield. Read the full article on Seeking Alpha
Seeking Alpha • Apr 22

Brookfield Renewable Partners: Buy High Quality At A Discount

Summary Brookfield Renewable Partners offers a compelling value near its 52-week low price with a 6.9% yield and a forward P/FFO of 10.7. BEP's robust fundamentals include 10% FFO growth, significant contributions from new assets, and strong corporate PPAs, highlighting its growth potential. BEP is well-positioned to benefit from rising global renewable energy demand, with a strong development pipeline, inflation-linked cash flows, and a solid balance sheet. For long-term investors, BEP presents an opportunity for solid total returns through high income and growth from its current undervalued price. Read the full article on Seeking Alpha
Seeking Alpha • Mar 14

Brookfield Renewable Partners: Excellent High-Yield Investment

Summary Brookfield Renewable Partners is a high-quality dividend growth investment, benefiting from growing electricity demand driven by AI and other macro trends. BEP's recent results show strong growth in funds from operations, with a 10% annual growth rate being realistic due to various growth drivers. Despite its strong performance and growth potential, BEP is trading at a low valuation, offering a high dividend yield of 6.5%. BEP's low valuation and high dividend yield create a compelling total return outlook, with the potential for double-digit returns even in bearish scenarios. Read the full article on Seeking Alpha
Seeking Alpha • Feb 02

Brookfield Renewable Partners: Misunderstood, Discounted And My Favorite Pick

Summary After Q4, 2024 report, Brookfield Renewable Partners has become my favorite pick that is outside the BDC, REIT, and MLP segments. The recent report clearly proves that the market has just got this wrong. BEP trades now at P/FFO of 11.8x, while having a predictable FFO growth trajectory at around 10% per year. In this article, I explain why the market has, in my view, mispriced BEP and why durable income investors should seriously consider buying the Partnership now. Read the full article on Seeking Alpha
Seeking Alpha • Jan 20

Brookfield Renewable Partners: Chase The Yield, And The Growth

Summary Brookfield Renewable Partners is experiencing strong secular tailwinds, benefiting from increased electricity demand due to AI adoption and a focus on renewable energy. BEP's distribution units, not common equity shares, are undervalued, due to a projected payout increase and the recent sell-off. BEP is undervalued in both relative and intrinsic value terms, offering an attractive entry point for investors. Despite potential short-term price risks due to interest rate fluctuations, BEP's stable cash flows make it a solid investment purely on the basis of distribution income. Read the full article on Seeking Alpha
Seeking Alpha • Jan 04

Brookfield Renewable Partners: I'm Kicking Off 2025 With This Wonderful Bargain

Summary Brookfield Renewable Partners offers a 6.1% dividend yield, strong growth prospects, and a discounted valuation, making it an attractive option for income-focused investors. BEP's diversified renewable energy portfolio, strategic asset recycling, and partnerships for expansion position it well for long-term success, especially in data center-heavy markets. With a robust balance sheet, investment-grade credit rating, and consistent distribution growth, BEP is poised for potentially strong returns. For risk-averse investors, the Series A Preferred Stock offers a higher yield of 7.1% and a 26% discount to par value. Read the full article on Seeking Alpha
Seeking Alpha • Dec 08

Brookfield Renewable Partners: One Of My Highest Conviction Investments

Summary Since Trump took the victory home, BEP has lost ~ 9% in its market cap. The reasons are clearly linked to regulatory risks for renewables. Yet, the reality is that BEP's cash flows are largely isolated from these dynamics. Instead, BEP is poised to benefit from surging demand for power as data centers get built up. For me BEP is one of those cases, where I can lock in durable ~ 6% yield knowing that sooner or later I will profit from valuation recovery and benefit from growing distributions going forward. Read the full article on Seeking Alpha
Seeking Alpha • Nov 04

NextEra Energy Partners Vs. Brookfield Renewable Partners: I Would Go With Brookfield

Summary BEP has limited near-term debt maturities and has taken advantage of favourable refinancing conditions, reducing its exposure to interest rate risks while maintaining growth through strategic investments in renewable energy. While NEP may offer better valuation metrics, its higher financial risks and potential dividend cuts make BEP the more stable and reliable choice for investors seeking growth and lower risk. NEP faces concerns about CEPF payouts beyond 2026 potentially forcing it to lower distributions and redeploy capital. Read the full article on Seeking Alpha
Seeking Alpha • Oct 21

Brookfield Renewable: Excellent Outlook For This High-Yielder

Summary Brookfield Renewable Partners is a top-tier renewable energy investment, benefiting from the green energy trend, falling interest rates, and growing demand for alternative assets. The company's stake in nuclear energy firm Westinghouse is a valuable asset, especially with rising demand from major tech companies. A steadily increasing dividend makes Brookfield Renewable Partners an even more attractive investment. With declining interest rates and positive earnings, Brookfield Renewable Partners remains a strong buy. Read the full article on Seeking Alpha
Seeking Alpha • Oct 13

Brookfield Renewable Partners: Buy The Dip Hand Over Fist

Summary Patience is key for investors to secure a good price, enhancing margin of safety and dividend yield, as exemplified by Brookfield Renewable Partners' recent dip. BEP's diverse renewable energy portfolio, long-term PPAs, and inflation-indexed revenues support steady cash flow and growth, with a 5.5% yield and strong development pipeline. BEP's financial health is robust, with a BBB+ credit rating, well-staggered debt maturities, and multiple funding options, ensuring sustainable growth. BEP.PR.A preferred stock offers a 6.1% yield and a significant discount to call value, providing a high-yield alternative with precedence over common dividends. Read the full article on Seeking Alpha
Seeking Alpha • Oct 02

Brookfield Renewable Partners: A Wonderful Retirement Investment For Income And Growth

Summary Since the release of my initial bull thesis on Brookfield Renewable Partners in March this year, the investment has generated ~26% in total returns. As a result of this, the dividend yield has dropped by 100 basis points and, theoretically, one now has a legitimate ground to question whether the return potential is already exhausted. Looking at the Q2 2024 financials and considering the recent dynamics on the SOFR and energy demand front, I would argue that the case has become even more attractive. In this article, I explain in more detail why I remain bullish on BEP. Read the full article on Seeking Alpha
Seeking Alpha • Sep 07

4 Reasons Brookfield Renewable Partners Has Positive Long-Term Prospects

Summary Brookfield Renewable Partners operates in the high-growth green energy sector, with significant renewable energy assets and promising likelihood for future capacity expansion, supported by favourable policies. What it lacks in past price performance, BEP has more than made up for in total returns, owing to its FFO growth and aim to increase distributions annually. Even though its net loss and higher EV/EBITDA compared to similar stocks can work against it for now, over the longer term it's still an attractive investing opportunity. Read the full article on Seeking Alpha
Seeking Alpha • Aug 28

Brookfield Renewable: A Buy Despite Earnings Noise

Summary Despite a stagnant share price and negative earnings, Brookfield Renewable is positioned to lead in the global renewable energy market. My bull case rests on the company's strong FFO growth, commitment to expansion, and anticipated benefits from falling interest rates. With an adjusted NAV per share of $51.55, I believe the company offers a compelling buy opportunity in contrast to others' Sell ratings. Read the full article on Seeking Alpha
Seeking Alpha • Jul 22

Brookfield Renewable Partners: Too Cheap To Ignore, Buy The Dip

Summary Pullback opportunities in stock market provide second chances for investors. One such example is Brookfield Renewable Partners, which offers stable revenue streams and global demand for renewable energy. Recent dip in BEP stock price to $24.06 presents a buying opportunity with 5.9% yield, strong financials, and growth potential. Read the full article on Seeking Alpha
Seeking Alpha • Jun 28

BEP: This 5.5% Yielding New Energy Company Has An AI-Catalyst

Summary Brookfield Renewable Partners owns wind, solar, and hydro assets, offering passive income investors a globally-diversified portfolio with growing funds from operations. The company has delivered double-digit funds from operations growth since 2016 and is selling at a moderate FFO multiple, making it compelling for investors. Brookfield Renewable Partners profits from growing energy demand from AI-focused data centers, positioning it well for long-term growth in the renewable energy sector. Read the full article on Seeking Alpha
Seeking Alpha • Jun 19

Brookfield Renewable: An Excellent High-Yield Investment

Summary Brookfield Renewable Partners offers an attractive income yield, reliable dividend growth, and industry tailwinds at a reasonable valuation. Global energy consumption is growing, with massive investments in green energies expected to drive future growth for companies like BEP. BEP is a strong dividend growth stock with a current yield of 5.7%, reliable dividend growth, and potential for future growth through development projects and M&A opportunities. Read the full article on Seeking Alpha
Seeking Alpha • May 22

Brookfield's Microsoft Agreement Is A Big Deal

Summary Brookfield Renewable signed a global renewable energy agreement with Microsoft, setting the stage for over 10.5 GW of solar and wind capacity, largely in the US. The deal highlights Brookfield's position for similar agreements with other data center companies. The increased use of solar and wind in the US, led by companies like Brookfield, is transforming the energy landscape. Read the full article on Seeking Alpha
Seeking Alpha • May 07

Brookfield Renewable Partners: Growing Value Stock That Is Worth Considering After Q1 2024

Summary Brookfield Renewable Partners has generated ~13% in total returns since March this year, when I published my bull thesis on this stock. The depressed share price, strong pipeline, exposure to CPI component, and fortress balance sheet continue to render BEP an enticing investment case for me. Besides this, Q1 2024 earnings results show an uptick in FFO, benefit from long-dated debt financings, and a promising deal with Microsoft. In a nutshell, in this article, I elaborate on why I think that BEP's return prospects have improved after the Q1 2024 report. Read the full article on Seeking Alpha
Seeking Alpha • Apr 04

Enterprise Products Vs. Brookfield Renewable: Only One Is A Strong Buy

Summary Both Enterprise Products Partners and Brookfield Renewable are phenomenal energy infrastructure distribution growth stocks. We compare them side by side across several metrics. We share which one we think is a Strong Buy right now. Read the full article on Seeking Alpha
Seeking Alpha • Mar 25

Brookfield Renewable Partners: Discounted 6% Yielder That Is Subject To Growth

Summary Brookfield Renewable Partners offers a pure-play renewable energy exposure with a sound capital allocation strategy that leads to predictable FFO growth. In the past 3-year period, BEP has lost close to half of its market cap due to unfavorable market (macro-level) conditions. Despite the decline in stock price, the underlying cash generation has remained stable, making the current dividend of ~6% attractive both in absolute and relative (to its historic levels) terms. Given the fundamental dynamics at BEP end coupled with a largely secured and PPA-linked three-year pipeline, the stock is inherently an attractive case. I elaborate on the key challenges and opportunities, explaining why, in my opinion, BEP is a clear buy. Read the full article on Seeking Alpha

Analyse CEO-vergoeding

Hoe is Connor Teskey's beloning veranderd ten opzichte van Brookfield Renewable Partners's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
Mar 31 2026n/an/a

US$22m

Dec 31 2025US$6mUS$1m

US$55m

Sep 30 2025n/an/a

-US$364m

Jun 30 2025n/an/a

-US$425m

Mar 31 2025n/an/a

-US$467m

Dec 31 2024US$8mUS$1m

-US$390m

Sep 30 2024n/an/a

-US$347m

Jun 30 2024n/an/a

-US$230m

Mar 31 2024n/an/a

-US$117m

Dec 31 2023US$9mUS$923k

-US$30m

Sep 30 2023n/an/a

-US$146m

Jun 30 2023n/an/a

-US$219m

Mar 31 2023n/an/a

-US$177m

Dec 31 2022US$6mUS$767k

-US$222m

Sep 30 2022n/an/a

-US$198m

Jun 30 2022n/an/a

-US$177m

Mar 31 2022n/an/a

-US$242m

Dec 31 2021US$9mUS$684k

-US$301m

Sep 30 2021n/an/a

-US$367m

Jun 30 2021n/an/a

-US$418m

Mar 31 2021n/an/a

-US$401m

Dec 31 2020US$6mUS$680k

-US$250m

Sep 30 2020n/an/a

-US$207m

Jun 30 2020n/an/a

-US$105m

Mar 31 2020n/an/a

-US$80m

Dec 31 2019US$11mUS$757k

-US$59m

Compensatie versus markt: De totale vergoeding ($USD 6.20M ) Connor } ligt onder het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.80M ).

Compensatie versus inkomsten: De vergoeding van Connor is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.

CEO

Connor Teskey (38 yo)

5.6yrs
Tenure
US$6,200,513
Compensatie

Mr. Connor David Teskey is CEO of Brookfield Asset Management and CEO of Energy of Brookfield Business Partners L.P. from 2026. He focuses on Energy. He was CEO of Brookfield Asset Management and CEO of Re...

Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Connor Teskey
Chief Executive Officer5.6yrsUS$6.20mgeen gegevens
Jennifer Mazin
Co-President and General Counselno dataUS$2.78m0.00022%
$ 51.2k
Wyatt Hartley
Co-Presidentno dataUS$1.16m0.00015%
$ 34.9k
Patrick Taylor
Chief Financial Officerno dataUS$1.59mgeen gegevens
Natalie Adomait
Chief Operating Officerno dataUS$2.28mgeen gegevens
Ralf Rank
Managing Partner of Private Equity9.3yrsUS$1.62mgeen gegevens
Benjamin Vaughan
Senior Managing Partnerno dataUS$2.58mgeen gegevens
Brian Cook
Managing Director of Renewable Power & Transition17.8yrsgeen gegevensgeen gegevens
Luiz Simões Lopes
Executive Chairman of Latin America8.3yrsgeen gegevensgeen gegevens
Justin Beber
Senior Managing Partner8yrsgeen gegevensgeen gegevens
William Powell
Managing Partner of Credit8yrsgeen gegevensgeen gegevens
F. Davidson
Managing Partner of Renewable Power & Transition7.2yrsUS$2.65mgeen gegevens
8.0yrs
Gemiddelde duur
51yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van BEP is doorgewinterd en ervaren (gemiddelde ambtstermijn van 8 jaar).

Bestuursleden

NaamPositieTenureCompensatieEigendom
Jeffrey Blidner
Chairman of Brookfield Renewable Partners Limited14.8yrsgeen gegevens0.0082%
$ 1.9m
Nancy Dorn
Lead Independent Director of Brookfield Renewable Partners Limited7.3yrsgeen gegevens0.00023%
$ 53.6k
Louis Maroun
Independent Director of Brookfield Renewable Partners Limited14.8yrsgeen gegevens0.016%
$ 3.6m
Patricia Zuccotti
Independent Director of Brookfield Renewable Partners Limited14.5yrsgeen gegevens0.0019%
$ 454.1k
Stephen Westwell
Independent Director of Brookfield Renewable Partners Limited7.3yrsgeen gegevensgeen gegevens
Sarah Deasley
Independent Director of Brookfield Renewable Partners Limited4yrsgeen gegevensgeen gegevens
10.9yrs
Gemiddelde duur
71yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van BEP zijn ervaren en ervaren (gemiddelde ambtstermijn van 10.9 jaar).

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/20 15:06
Aandelenkoers aan het einde van de dag2026/05/20 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Brookfield Renewable Partners L.P. wordt gevolgd door 36 analisten. 6 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Harshit GuptaAccountability Research Corporation
Mark WestbyATB Cormark
Christine ChoBarclays