Live financial news intelligence

Track market-moving stories before they get noisy

Real-time pulse of financial headlines curated from 5 premium feeds.

Latest market signal English Filtered by asset BEP
Coverage 92,522 Raw stories ingested 7,980 rewritten in CS_CZ • 0 to rewrite (last 2 days).
Agents 7 waiting Pipeline agents
  • FMP Stock News Fetch every minute 45s ago
  • FMP Forex News Fetch every 5 min 2m ago
  • CoinGecko News Fetch every 5 min 2m ago
  • FIO Stock News Fetch every 10 min 1m ago
  • Patria Stock News Fetch every 10 min 1m ago
  • Editorial rewrite Rewrite every minute 45s ago
  • Asset sync Assets every 1 hour 1m ago

Latest coverage

Market News Feed

Scan headlines quickly, then expand any story for source context.

View
Clear
Details Date Content Source
2026-07-12 14:42 14d ago
2026-07-12 06:00 14d ago
I'm Calling It. It's Time to Load Up on These 3 High-Yielding Dividend Stocks Right Now (1 Currently Yields Over 8.5%)
BEP Brookfield Renewable Partners
FMP Stock News
Original source text
The S&P 500 has soared 20% over the past year. As a result, dividend yields are down, with the S&P 500's yield near its lowest level in more than 20 years at around 1.1%.

However, not all dividend stocks have kept pace with the broader market's rally. Several are down sharply from their 52-week high, even though their businesses continue to perform well, enabling them to keep growing their higher-yielding dividends. Here are three high-yielding stocks that income-seeking investors should load up on right now.

Image source: Getty Images.

Brookfield Renewable Shares of Brookfield Renewable (BEPC 1.32%)(BEP 1.97%) have fallen nearly 20% below their 52-week high. That has pushed the top renewable energy dividend stock's yield up to nearly 4.5%. That's a compelling level for such an excellent dividend growth stock.

Brookfield Renewable has increased its dividend by at least 5% each year since 2011. The leading global renewable energy company expects to grow its payout at a 5% to 9% annual rate going forward. The company should have plenty of power to achieve its dividend growth target. It generates very stable cash flow (90% contracted for an average of 12 years), which it expects to grow by more than 10% annually through at least 2031.

Today's Change

(

-1.32

%) $

-0.47

Current Price

$

35.07

The company's growth drivers include inflation-linked contractual rate increases, margin enhancement activities (e.g., securing higher market rates as legacy contracts expire), development projects, and acquisitions. Brookfield expects to deploy $9 billion to $10 billion in capital over the next five years, split between development projects ($850 million annually) and acquisitions. With a lower valuation, higher yield, and robust growth prospects, Brookfield Renewable looks like a no-brainer buy right now.

Realty Income Shares of Realty Income (O +0.22%) have dipped more than 5% below their 52-week high. That has pushed the leading global real estate investment trust's (REIT) dividend yield up over 5%. That's a compelling level for a company with Realty Income's dividend growth track record. The REIT has raised its monthly dividend payment 135 times since its public market listing in 1994, growing it at a 4.1% compound annual rate.

Today's Change

(

0.22

%) $

0.14

Current Price

$

63.31

Realty Income's stock price has dipped even though the REIT's growth prospects have improved over the past year. It has formed a series of private capital partnerships that have provided it with new sources of capital and growth. For example, it formed a strategic partnership with Singapore's sovereign wealth fund, GIC, which included a cornerstone investment in its U.S. Core Plus Fund, the formation of a more than $1.5 billion programmatic joint venture (JV) to invest in high-quality build-to-suit logistics real estate, and a construction financing and takeout commitment of a Mexican industrial portfolio (its first investment in that country).

The REIT also recently took a major step toward capitalizing on the massive data center investment opportunity by forming another programmatic JV. It will invest up to $1.4 billion for a 45% equity stake in three data centers in Northern Virginia, with the opportunity to make future investments across the U.S. and Europe. These JVs position Realty Income for faster future growth, which the market isn't appreciating.

Main Street Capital Main Street Capital (MAIN +2.26%) stock has tumbled nearly 25% from its 52-week high amid concerns about the private credit market. As a result, the business development company's (BDC) dividend yield has spiked.

Today's Change

(

2.26

%) $

1.17

Current Price

$

52.84

Main Street Capital pays two dividends. It pays a monthly dividend set at a sustainable level that it aims to steadily grow. The BDC has grown this payment by 141% since its 2007 IPO, including a dozen increases since the end of 2021. Additionally, Main Street Capital periodically pays supplemental quarterly dividends. It has made these payments for 19 consecutive quarters, maintaining the same rate since early 2023. The current annualized rate on these dual payments is $4.38 per share, putting Main Street Capital's yield over 8.5% at the recent share price.

Despite concerns facing other private credit providers, Main Street Capital's loan portfolio is in excellent shape, with minimal exposure to the troubled software sector (2% of its portfolio). As evidence, the company recently exited an investment, realizing a $46.4 million gain on its equity investment. Meanwhile, the BDC continues to find attractive investment opportunities ($319 million of new or increased commitments in the second quarter). Main Street's strong, growing portfolio should continue to support its dividend payments.

It's time to buy these high-yielders Brookfield Renewable, Realty Income, and Main Street Capital are all down from their 52-week highs. That has pushed up their dividend yields to more attractive levels. Those dips are buying opportunities. They'll enable investors to lock in higher yields and position them to capitalize on the upside as these stocks recover.
2026-07-01 22:15 24d ago
2026-07-01 15:45 25d ago
2 Super-Safe Dividend Stocks to Buy With $3,000 and Hold for a Lifetime
BEP Brookfield Renewable Partners
FMP Stock News
Original source text
It might seem like a bad time to invest in blue chip dividend stocks. The 10-Year Treasury is trading at a 4.5% yield; the Federal Reserve might raise interest rates in the second half of the year if inflation doesn't cool off; and the S&P 500 looks expensive at 32 times earnings.

All those factors suggest it's smarter to stick with low-risk CDs, T-bills, and investment-grade corporate bonds instead of buying dividend stocks. However, that tepid interest in dividend stocks is creating great buying opportunities for long-term investors who plan to hold their stocks for a few decades rather than a few quarters.

Image source: Getty Images.

Let's check in on two of my favorite dividend plays in the energy sector -- The Williams Companies (WMB 2.22%) and Brookfield Renewable (BEPC 1.00%) -- and see why they could still turn a modest $3,000 investment into a lot more money over an entire lifetime.

The Williams Companies The Williams Companies operates more than 33,000 miles of pipeline across the United States. As a midstream company, it's well insulated from volatile commodity prices because it charges upstream and downstream companies "tolls" to use its pipelines.

Today's Change

(

-2.22

%) $

-1.65

Current Price

$

72.69

Unlike other midstream companies, which typically transport a mix of natural gas, crude oil, and other resources, Williams primarily handles natural gas through its Transco pipelines that run from Texas to the Eastern Seaboard. That natural gas "superhighway" transports about 30% of the country's natural gas, which powers nearly half of the data centers in the United States.

To capitalize on the rapid expansion of the power-hungry cloud infrastructure and AI markets, Williams builds "behind the meter" (BTM) sites at data centers to provide hyperscalers with a stable flow of natural gas while bypassing traditional utilities.

That's why its year-end backlog jumped from $11.8 billion in 2024 to $15.5 billion in 2025, and it's considered a higher-growth play than more diversified pipeline operators. Analysts expect its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) to grow at an 11% CAGR from 2025 to 2028. It has an enterprise value of $124.5 billion, but it still looks like a bargain at 15 times this year's adjusted EBITDA.

Williams pays a forward yield of 2.8% and has raised its payout annually for 10 consecutive years. Therefore, it's a great long-term play for investors who want a mix of predictable income and some exposure to the secular growth of the cloud infrastructure and AI markets.

Brookfield Renewable Brookfield Renewable builds hydroelectric dams, wind farms, solar power plants, and other utility-scale green energy projects. It has an operational capacity of 47.3 GW, spanning 35 power markets across 25 countries, with a pipeline of over 200 GW of renewable projects (including 85 GW of advanced-stage projects) in development.

Today's Change

(

-1.00

%) $

-0.37

Current Price

$

36.75

That growth is driven by its long-term renewable power agreements with tech giants like Microsoft and Alphabet's Google, which are expanding their data centers to handle the latest cloud and AI applications. New decarbonization and green manufacturing initiatives are also major catalysts.

Brookfield Renewable pays a forward dividend yield of 4.2%. It's raised its dividend every year since its 2020 launch as a simpler alternative to Brookfield Renewable Partners (BEP 1.04%), which holds the same assets but operates as a master limited partnership (MLP).

From 2025 to 2028, analysts expect its adjusted EBITDA to grow at a steady 6% CAGR. With an enterprise value of $53.1 billion, it trades at just 14 times this year's adjusted EBITDA. So if you're looking for a simple green energy play that will profit from the AI boom over the next few decades, Brookfield Renewable checks all the right boxes.
2026-06-30 17:32 25d ago
2026-06-30 12:15 26d ago
How Investing $100 per Month Can Build a Portfolio That Pays Over $1,200 in Annual Dividend Income
BEP Brookfield Renewable Partners
FMP Stock News
Original source text
Investing is a long-term endeavor that can pay big dividends. A little bit can go a long way. For example, investing just $100 a month can grow into a portfolio generating over $1,200 in dividend income in about 25 years. At that point, your dividend income would more than cover your monthly investment level.

Here's a look at the math and three dividend stocks that could deliver this level of annual dividend income.

Image source: Getty Images.

I ran some calculations on what a $100-per-month investment could generate in dividend income over time. I used an average initial dividend yield of 4% and assumed 5% annual dividend growth. Here's a look at the annual dividend income this investment level would generate over the years:

Year

Total Investment

Annual Dividend Income

Effective Yield

1

$1,200

$26

2.20%

5

$6,000

$144

2.40%

10

$12,000

$327

2.70%

15

$18,000

$561

3.10%

20

$24,000

$860

3.60%

25

$30,000

$1,241

4.10%

Data source: Author's calculations.

I wanted to point out that the effective annual yield is lower than the investment's starting yield. That's due to the assumption that you wouldn't receive a full year's worth of income on the entire $1,200 annual investment since you'd be investing $100 per month. I also didn't factor in any dividend reinvestment. Using these assumptions, you'd be generating enough in dividend income to cover your monthly investment by the end of year 25.

Next, we'll look at a trio of dividend stocks with an average dividend yield of more than 4% and a history of delivering mid-single-digit annual dividend growth.

Top-notch dividend stocks to hold long term Brookfield Renewable (BEPC +0.03%)(BEP 0.03%) currently offers a more than 4% dividend yield. The global renewable energy company has grown its payout by at least 5% each year since 2011. That growth should continue. The company expects to increase its dividend by 5% to 9% annually over the long term. It's in a strong position to achieve that goal over the next five years as it's targeting more than 10% annual earnings growth. Brookfield Renewable's growth drivers include rising power prices, new development projects, and acquisitions. With power demand expected to surge in the coming decades, Brookfield Renewable looks like a safe bet to continue increasing its dividend.

Today's Change

(

0.03

%) $

0.01

Current Price

$

37.24

Realty Income (O 0.22%) offers an even higher current dividend yield of more than 5%. The real estate investment trust (REIT) pays its dividend monthly. It has raised its payment 135 times since its public market listing in 1994, growing it at a compound annual rate of more than 4%. The REIT expects to continue growing its dividend. It sees a $14 trillion opportunity to invest in commercial real estate across the U.S. and Europe. Realty Income has steadily expanded its total addressable market by adding new property types (e.g., gaming and data centers) and entering new markets (e.g., Mexico and additional European nations). The financially strong REIT has the capacity to invest billions of dollars into new income-generating properties each year to support its growing dividend.

Today's Change

(

-0.22

%) $

-0.14

Current Price

$

62.63

PepsiCo's (PEP 1.49%) dividend yield is currently over 4%. The global beverage and snacking giant has increased its dividend for 54 consecutive years. That qualifies it as a Dividend King, a company with 50 or more years of annual dividend increases. PepsiCo has grown its dividend at a 7% compound annual rate since 2010. The company's long-term targets are to deliver mid-single-digit annual organic revenue growth and high-single-digit earnings-per-share growth. That should support continued dividend growth for PepsiCo shareholders.

Steadily build a meaningful dividend income stream Investing $100 a month into dividend stocks can pay off over many years. Companies like Brookfield Renewable, Realty Income, and PepsiCo have long records of paying high-yielding dividends that steadily grow. That makes them ideal dividend stocks to invest a little money into each month and build a portfolio that can eventually produce a meaningful annual income stream.

Matt DiLallo has positions in Brookfield Renewable, Brookfield Renewable Partners, PepsiCo, and Realty Income. The Motley Fool has positions in and recommends Realty Income. The Motley Fool recommends Brookfield Renewable and Brookfield Renewable Partners. The Motley Fool has a disclosure policy.
2026-06-28 00:51 28d ago
2026-06-27 16:30 28d ago
Here's Why Buying Brookfield Renewable Today Could Be the Best Financial Decision You Ever Make
BEP Brookfield Renewable Partners
FMP Stock News
Original source text
Shares of Brookfield Renewable (BEPC +0.24%)(BEP +0.11%) have slumped more than 15% from their 52-week high. That sell-off came even though the leading global renewable energy producer grew its cash flow per share by more than 15% in the first quarter. With its stock price down, Brookfield Renewable's dividend yield is up over 4%.

Here's why buying Brookfield Renewable today might be one of the best financial decisions you'll ever make.

Image source: Getty Images.

High-powered growth ahead Brookfield Renewable is a leader in owning, operating, and developing renewable energy and sustainable solutions. The company sells around 90% of the electricity it produces under long-term, fixed-rate power purchase agreements (PPAs) with utilities and large corporations. Most of its PPAs link rates to inflation (70% of its revenue). That provides it with a stable and steadily growing stream of cash flow (2% to 3% annual growth from inflation escalation).

The company expects to deploy $9 billion to $10 billion of capital over the next five years to support surging global power demand driven by catalysts such as increased electrification, reindustrialization, and AI data centers. Brookfield aims to deploy around $850 million in capital each year to develop additional renewable energy capacity (an annual run rate of 10 gigawatts by next year), which should add 4% to 6% per year to its cash flow per share. Additionally, it expects to continue making value-enhancing acquisitions. Brookfield and a partner agreed to buy Boralex in a $9 billion deal earlier this year. Add in growth from margin-enhancing activities, such as securing higher rates as legacy PPAs expire, and Brookfield expects to deliver more than 10% annual cash flow per share growth for at least the next five years. Given the long-term demand for clean power, Brookfield should grow at a healthy rate for decades.

Today's Change

(

0.24

%) $

0.09

Current Price

$

37.71

An attractive and growing income stream Brookfield Renewable also provides investors with a top-notch income stream. The company's current yield of more than 4% is well above the S&P 500's rate of around 1.1%. It has an exceptional record of paying dividends, having increased its payout by at least 5% each year since 2011.

The leading renewable energy dividend stock is in a strong position to continue raising its high-yielding payout. Brookfield aims to grow its dividend by 5% to 9% per year. With its earnings expected to rise by more than 10% annually, its dividend payout ratio will steadily decline from an already conservated 75% over the last 12 months, making its dividend even more sustainable over the long term.

Robust total return potential Brookfield Renewable is one of those rare companies that offers a high-yielding income stream and high-powered earnings growth. With a more than 4% yield and double-digit earnings growth expected, Brookfield should deliver total returns at the high end of its 12% to 15% target range, especially from its lower share price. Earning such a robust return from a low-risk stock makes investing in Brookfield potentially one of the best financial decisions you'll make.

Matt DiLallo has positions in Brookfield Renewable and Brookfield Renewable Partners. The Motley Fool recommends Brookfield Renewable and Brookfield Renewable Partners. The Motley Fool has a disclosure policy.
2026-06-24 15:03 1mo ago
2026-06-20 14:15 1mo ago
This is My Favorite Nuclear Energy Stock to Capitalize on the AI Power Boom
BEP Brookfield Renewable Partners
FMP Stock News
Original source text
Oklo (OKLO 4.18%) and NuScale Power (SMR 4.42%) are trying to build businesses around small modular nuclear reactors (SMRs). They both have very exciting technology and money-losing businesses. They are start-ups, so that's to be expected. I'm a conservative income investor, so no matter how interesting Oklo and NuScale are, I'm not going to buy either.

But that doesn't mean I can't capitalize on the AI-powered boom driving demand for nuclear power. I've got exposure to that sector, and more, with my investment in Brookfield Renewable (BEP 0.78%)(BEPC 0.58%).

Image source: Getty Images.

What does Broofield Renewable do? As Brookfield Renewable's name implies, it focuses on renewable power, with a global portfolio of clean energy assets, including hydroelectric, solar, wind, and storage. However, it also owns 50% of Westinghouse, a company with a long history of providing products and services to the nuclear power industry. Because nuclear power doesn't emit greenhouse gases, it is considered a clean energy source.

Oklo and NuScale are pure plays, which increases risk, and their technologies are still untested at scale. Either one could turn into a big investment win, and either one could also turn out to be a dud. Brookfield Renewable's business is profitable and built on a foundation of well-understood assets. That includes Westinghouse, which is also working on SMR technology. So I'm not giving up the opportunity; I'm just investing in it in a way that better suits my conservative, dividend-focused investment approach.

Today's Change

(

-0.58

%) $

-0.22

Current Price

$

37.68

There are two ways to own Brookfield Renewable There's a small complication with Brookfield Renewable. You can buy it in one of two forms, both of which represent the same business and have the same dividend. Brookfield Renewable Partners, which I own, tends to trade at a lower price point because some investors don't want to, or are legally barred from, owning partnerships. Since Brookfield Renewable Corporation trades at a slight premium, its yield is lower, currently around 4.3%, compared to around 4.5% for Brookfield Renewable Partners.

Either one you pick, however, you still get access to the nuclear power demand being driven by the AI revolution. What's interesting, though, is that AI isn't only driving demand for nuclear power; it is also driving demand for clean energy more broadly. Brookfield Renewable, for example, has power supply deals with Microsoft (MSFT +0.42%) and Google. So, all in, Brookfield Renewable can give you more exposure to AI-driven demand than you would get if I bought a pure-play nuclear power stock. And you get to collect that attractive yield, too.

Reuben Gregg Brewer has positions in Brookfield Renewable Partners. The Motley Fool has positions in and recommends Microsoft. The Motley Fool recommends Brookfield Renewable, Brookfield Renewable Partners, and NuScale Power. The Motley Fool has a disclosure policy.
2026-06-19 07:12 1mo ago
2026-06-17 06:00 1mo ago
3 High-Yield Energy Stocks Worth Buying for the Income -- and Holding for the Gains
BEP Brookfield Renewable Partners
FMP Stock News
Original source text
For the most part, the bulk of the return from a high-yield stock tends to come from dividend income. However, some high-yield dividend stocks provide the best of both worlds. They deliver income and solid price appreciation as they grow their earnings and dividends.

Here are three high-yielding energy stocks to buy for income and hold for long-term capital gains.

Image source: Getty Images.

Brookfield Renewable Brookfield Renewable (BEPC +4.06%)(BEP +2.92%) yields more than 4%. That's well above the S&P 500's current yield of around 1.1%. The leading global renewable energy company has increased its high-yielding payout by at least 5% each year since 2011.

Brookfield expects to grow its dividend by 5% to 9% annually going forward. It should have plenty of power to achieve that plan. Brookfield expects to grow its funds from operations at a rate of more than 10% annually through 2031. Several catalysts drive that view, including inflation-linked rate increases, new renewable energy development projects, and acquisitions. Brookfield has a vast development pipeline underway and recently agreed to buy Boralex to strengthen its portfolio and growth prospects.

Today's Change

(

4.06

%) $

1.46

Current Price

$

37.44

The company's combination of yield and growth positions it to deliver total annualized returns in the 12%-15% range. That's a robust return from a high-yield stock.

ExxonMobil ExxonMobil's (XOM 2.12%) dividend currently yields almost 3%. The global oil giant has increased its dividend payment for 43 consecutive years. Less than 5% of S&P 500 companies have achieved that milestone.

The oil company expects to deliver $25 billion in earnings growth and $35 billion in free cash flow growth by 2030, at constant prices and margins relative to 2024. That implies 13% average annual earnings growth and double-digit free cash flow growth, with even higher per-share growth due to its share repurchase program. ExxonMobil expects to generate about $145 billion in cumulative surplus cash at $65 oil. Its robust cash flows support its plan to repurchase $20 billion of its shares this year.

Today's Change

(

-2.12

%) $

-2.99

Current Price

$

137.75

Exxon's double-digit annual earnings-per-share growth rate should support continued dividend increases and high-octane gains over the next five years.

Williams Williams (WMB +2.63%) also offers a nearly 3% yield. The natural gas infrastructure giant has paid a dividend for 53 consecutive years. While Williams hasn't increased its dividend every year, it has grown the payout at a 5% compound annual rate since 2020.

The pipeline giant is entering an accelerated growth phase. Demand for natural gas is surging to help power AI data centers. Williams is capitalizing on this catalyst by investing to expand its gas pipeline infrastructure and build gas power innovation projects. It's currently investing over $7 billion across four integrated power innovation projects, including gas supply, pipelines, and power generation. Additionally, it's supporting growing liquified natural gas (LNG) demand through new pipelines and a $1.9 billion direct investment in Louisiana LNG and the associated Driftwood Pipeline.

Today's Change

(

2.63

%) $

1.87

Current Price

$

73.12

Williams' robust gas infrastructure backlog supports its expectations of growing earnings at a rate of more than 10% annually through 2030. That's an acceleration from its 5% to 7% historical growth target. The company's strong growth rate should give Williams plenty of fuel to continue increasing its dividend while driving strong stock price gains.

Lots of income and plenty of gains, too Brookfield Renewable, ExxonMobil, and Williams aren't your typical high-yielding dividend stocks. They all expect to grow their earnings at a double-digit annual rate in the coming years. That should support continued dividend increases and healthy gains in their stock prices. Their strong total return potential makes them ideal high-yield dividend stocks to buy and hold for the long term.
2026-06-19 07:12 1mo ago
2026-06-18 16:16 1mo ago
Brookfield Is Launching Another Renewable Energy Company. Here's What Investors Need to Know.
BEP Brookfield Renewable Partners
FMP Stock News
Original source text
Brookfield Asset Management (BAM 1.13%) continues expanding its footprint -- and its revenue-bearing business. Last week, the company announced that its energy arm, Brookfield Renewable (BEP +2.92%) (BEPC +4.06%), is co-launching a joint venture with Mitsubishi HC Capital that will own and operate a portfolio of established power-generating facilities in Europe.

Many investors have probably heard of Brookfield, but might not know exactly what it is. That's largely because there is more than one publicly traded entity within the Brookfield family. Brookfield Renewable, of course, holds energy-producing assets, while Brookfield Infrastructure Partners owns pipelines, utilities, and cell phone towers. Brookfield Business Corp. has interests in everything from mortgage insurance to car rentals to manufacturing. These are all cash cow businesses that generate recurring management fees, which are ultimately distributed as dividends to their shareholders.

Image source: Getty Images.

Brookfield Asset Management owns the organizations that manage these entities, generating dividend-supporting management fees of its own.

The arm in focus here, however, is the aforementioned Brookfield Renewable, which oversees a portfolio of privately owned stakes in solar power farms, wind energy assets, and hydropower facilities collectively capable of producing 47,300 megawatts' worth of power.

Now add 570 megawatts to that count. That's the potential output of the European wind, solar, and energy storage assets that Brookfield will soon be co-acquiring with Mitsubishi HC Capital. Presumably, this purchase will help Brookfield Renewable achieve its long-term annual dividend growth target of 5% to 9%, contributing to its larger total annual return target of 12% to 15%.

Just more of the same capital recycling It's actually not noteworthy, simply because it's not particularly unusual -- this is what Brookfield Renewable does. This is the third such joint venture announced just this year. The first one was the co-creation of Northview Energy along with partners British Columbia Investment Management Corp. and Norges Bank Investment Management. Then, in late March, Brookfield and Canadian investment manager La Caisse agreed to wholly acquire renewable energy developer Boralex.

More importantly for interested investors, these examples illustrate why Brookfield Renewable and Brookfield Asset Management are consistently successful and capable of market-beating growth: the company acquires businesses that are already up and running and cash-flow-positive, as well as businesses with potential for lateral expansion.

Today's Change

(

4.06

%) $

1.46

Current Price

$

37.44

There's a term for this model, too. In its own words, when describing the purchase of the assets that will become Northview Energy, "we are enhancing our capital recycling strategy by launching private renewable vehicles while continuing to scale platform, minority stake, and asset-level monetizations."

In other words, Brookfield Renewable isn't making things unnecessarily difficult by building expensive projects from scratch -- projects that won't help fund themselves for years -- that require sizable, recurring, and dilutive injections of outside funding.

It's not making things unpredictable for shareholders either. Brookfield wants to co-own and wholly manage its cash-producing businesses so it can produce its targeted dividend growth without being forced to make decisions that ultimately undermine its long-term potential.

You can step into BEPC today while its forward-looking dividend yield stands at 4.3%. Just don't confuse BEPC with BEP, which is a dividend-paying limited partnership version of the same ticker, which means taxation of its income can be a little bit complicated.
2026-06-12 11:48 1mo ago
2026-05-03 08:45 2mo ago
This 4.5%-Yielding Energy Stock's High-Powered Growth Makes it a No-Brainer Buy Right Now
BEP Brookfield Renewable Partners
FMP Stock News
Original source text
Most high-yielding dividend stocks are slow growers. That's what makes Brookfield Renewable (BEPC +0.51%)(BEP +0.31%) such an outlier. It offers a high-yielding dividend (currently 4.5%) and robust growth. Its earnings grew 15% during the first quarter and are up 12% over the last 12 months.

Brookfield expects to continue growing at a double-digit pace for at least the next five years. That makes the leading renewable energy dividend stock a no-brainer buy right now.

Image source: Getty Images.

Brookfield Renewable generated $375 million, or $0.55 per unit, of funds from operations (FFO) during the first quarter. That was up 19% overall and 15% per unit.

The company's hydroelectric platform grew its FFO by 30%, driven by strong pricing and higher generation at its Canadian and Colombian fleets. That more than offset weaker results in the U.S., which included the sale of a non-core portfolio. Meanwhile, its wind and solar energy segments grew their earnings by 60%, powered by contributions from newly developed assets and the acquisitions of Neoen and Geronimo Power. That more than offset lower earnings within Brookfield's distributed energy, storage, and sustainable solutions businesses, driven by the sale of its U.S. distributed energy platform. Earnings in that segment would have risen if it weren't for that sale, powered by the strong performance of its nuclear energy business, Westinghouse.

Today's Change

(

0.51

%) $

0.19

Current Price

$

37.68

More growth on the horizon Brookfield Renewable also made excellent progress on its growth strategy in the first quarter. The company and its partners committed to deploying up to $2.2 billion in expansion initiatives, of which Brookfield will fund $550 million. The biggest new investment is Boralex, a Canadian renewable power platform. Boralex has 4 gigawatts (GW) of wind, solar, hydro, and battery storage assets currently operating or under construction and another 8 GW under development across the U.S., U.K., Canada, and France.

The company also delivered 1.8 GW of new capacity during the quarter and secured contracts for another 1.7 GW of development projects in its pipeline. Brookfield continues to ramp up its annual development activities toward its target of 10 GW in annual deliveries by 2027. Meanwhile, Westinghouse is making progress on advancing new utility-scale reactors as part of its strategic partnership with the U.S. government.

The company is funding these growth investments by selling mature assets. It has signed deals that will generate $820 million in net proceeds. One notable transaction was the launch of Northview Energy in partnership with two institutional investors and a Brookfield fund. Brookfield will seed the company with $1.3 billion in assets. It can sell up to an additional $1.5 billion in assets to that entity in the future. Brookfield is recycling the capital from asset sales into development projects and acquisitions such as Boralex.

These initiatives support Brookfield's strategy of delivering more than 10% annual FFO per share growth through at least 2030. That should enable it to continue increasing its dividend by 5% to 9% each year.

High-powered total return potential Brookfield is growing briskly, and that rapid growth should continue for the foreseeable future. That should give it plenty of fuel to continue increasing its high-yielding dividend. This combination of income and growth positions it to deliver high-powered total returns, making Brookfield a no-brainer energy stock to buy and hold for the long haul.

Matt DiLallo has positions in Brookfield Renewable and Brookfield Renewable Partners. The Motley Fool recommends Brookfield Renewable and Brookfield Renewable Partners. The Motley Fool has a disclosure policy.
2026-06-12 11:48 1mo ago
2026-05-04 10:00 2mo ago
2 Stocks That Should be on Your Radar as the Iran War Shifts Global Energy Markets
BEP Brookfield Renewable Partners
FMP Stock News
Original source text
The war with Iran is creating one of the biggest energy supply disruptions in decades. Roughly 20% of global oil and liquefied natural gas (LNG) had moved through the Strait of Hormuz before the war. With that now down to a trickle due to its closure, prices have soared. That's leading countries, especially in Europe and Asia, to accelerate their shift to alternative energy.

Here are two energy stocks that should be on your radar as the global energy landscape shifts away from oil and gas in the coming years.

Image source: Getty Images.

Brookfield Renewable Brookfield Renewable (BEPC +0.51%)(BEP +0.31%) is a leading global renewable energy producer and sustainable solutions provider. The company operates hydro, wind, solar, and energy storage assets across North and South America, Europe, and Asia. Additionally, it has investments in nuclear energy services (Westinghouse) and the production of biofuels and eFuels. Brookfield's large-scale, global operations and diversified platform put it in a strong position to benefit from the global shift toward alternative energy sources.

The company has spent the past several years expanding its global scale and development capabilities. Brookfield Renewable recently agreed to acquire Boralex, a leading renewable energy development platform with operations in Canada, the U.S., the U.K., and France. That follows the acquisition of Neoen, a leader in battery storage with developments across Australia, France, and the Nordics. Brookfield has also acquired India's Leap Green and South Korea's Hanmaeum Energy to bolster its renewable energy development capabilities in Asia.

Today's Change

(

0.51

%) $

0.19

Current Price

$

37.68

Brookfield currently expects to grow its funds from operations at a more than 10% annual rate through 2031. It could grow even faster in the future as the war accelerates the shift to alternative energy in Europe and Asia, providing Brookfield with even more investment opportunities in the coming years.

Bloom Energy Bloom Energy (BE +6.25%) makes solid-oxide fuel cell systems that enable customers to take control of their energy needs through on-site generation. Large-scale energy users such as semiconductor manufacturing facilities, data centers, and utilities are increasingly turning to Bloom Energy's ultra-resilient power solutions.

Today's Change

(

6.25

%) $

14.65

Current Price

$

248.88

The company has formed several strategic partnerships with leading data center developers. Oracle recently expanded its partnership with Bloom Energy to deploy up to 2.8 gigawatts of its fuel cell systems to accelerate the AI infrastructure build-out. The company also formed a $5 billion strategic AI partnership with Brookfield Asset Management to deploy its advanced fuel cell systems in global AI factories (specialized AI data centers).

Bloom Energy's business is already booming due to the acceleration in power demand from AI data centers. Its revenue grew an eye-popping 130% last quarter to over $750 million. Bloom Energy expects its revenue to surge 80% this year, up from its prior guidance of 60%. Demand for its power solutions could grow even faster in the future as more companies worldwide turn to Bloom Energy to meet their energy needs.

Benefitting from an acceleration in the global energy transition Brookfield Renewable and Bloom Energy were already benefiting from surging demand for alternative energy before the war. Demand could accelerate further following the massive disruptions to global energy supplies. With the war dramatically altering the global energy landscape in the coming years, Bloom Energy and Brookfield Renewable should be on your radar.

Matt DiLallo has positions in Brookfield Asset Management, Brookfield Renewable, and Brookfield Renewable Partners. The Motley Fool has positions in and recommends Bloom Energy, Brookfield Asset Management, and Oracle. The Motley Fool recommends Brookfield Renewable and Brookfield Renewable Partners. The Motley Fool has a disclosure policy.
2026-06-12 11:48 1mo ago
2026-05-04 10:02 2mo ago
Brookfield, Nuclear Company to form joint venture for nuclear power
BEP Brookfield Renewable Partners
FMP Stock News
Original source text
Investment firm Brookfield and The Nuclear Company said on Monday they will form ​a joint venture to develop nuclear projects ‌using U.S. company Westinghouse's reactor technology, as demand for low-carbon power rises globally.
2026-06-12 11:48 1mo ago
2026-05-05 15:45 2mo ago
Down as Much as 55% and Still Magnificent: 3 Dividend Stocks Worth Holding for a Lifetime
BEP Brookfield Renewable Partners
FMP Stock News
Original source text
It's been rough going for a handful of dividend stocks of late. Investors just sense more downside than upside, and are pricing it in. And the market's concerns make enough superficial sense.

If you dig deeper, however, some of these names' dividend payments are far more resilient than investors are giving them credit for. That means their stocks' recent weakness is ultimately a buying opportunity, giving you a chance to get in at an elevated dividend yield.

Here's a closer look at three of the best bets among this bunch right now, with one of them down as much as 55% from its peak price.

Realty Income It's not difficult to understand why Realty Income (O 0.32%) shares are down 20% from their early March high. The stock soared early in the year in anticipation of the strong Q4 results that would be reported in late February. That left shares vulnerable to profit-taking, though. Between the beginning of the conflict with Iran, worries that interest rates aren't going to be coming down as soon as hoped, and profit guidance for the current quarter that wasn't quite as healthy as analysts expected, those profits were indeed taken.

Today's Change

(

-0.32

%) $

-0.20

Current Price

$

61.91

This is a case, however, where the market threw the baby out with the bathwater. Realty Income is a real estate investment trust, or REIT. That just means it owns revenue-bearing real estate and passes along the majority of its profits to shareholders in the form of dividends. That's why its ticker was hit so hard in March; this business is particularly vulnerable to the sort of economic turbulence that materialized a couple of months back.

Realty Income is far better equipped to resist the sort of impact of this turbulence can make, though. See, this REIT's specialty is brick-and-mortar retailing. Its top tenants include 7-Eleven, Dollar General, FedEx, Walmart, and Tractor Supply, just to name a few. At first blush, the market's worry makes sense, particularly given the entire retail industry's ongoing challenges.

That's not a key concern for this particular REIT, however, since it serves the most resilient names in the business. That's why its occupancy rate has consistently remained above 98% since 2013, even in the midst of the COVID-19 pandemic. To the extent it matters though, no single sliver of the retail industry makes up more than 11% of its total revenue, and no single tenant accounts for more than 4%.

You'd be plugging into this monthly (yes, monthly) dividend payer while its forward-looking yield stands at just over 5%. And that's based on a dividend that's not only been paid like clockwork for decades now, but also raised every quarter for the past 28 years at an average annual rate of more than 4%.

Brookfield Renewable Brookfield Renewable (BEPC +0.51%) trades just like any other ordinary stock, and importantly, is taxed like one. (That's not the case with its counterpart Brookfield Renewable Partners (BEP +0.31%), which is legally classified at a partnership, and as such, requires special tax treatment. So, if you're interested, just be sure you're purchasing the right ticker for you.)

But what is it? Simply put, the company manages a range of renewable energy assets like solar farms, wind farms, energy storage solutions, and -- interestingly enough -- a whole lot of exposure to the hydropower business that accounts for over 40% of its operating cash flow.

Image source: Getty Images.

And income-minded investors will certainly want to consider a stake in this often overlooked outfit sooner rather than later. Not only has its 20% pullback from its mid-April high pushed its projected dividend yield up to more than 4.4%, but it's also dragged the stock to a multi-year low that doesn't make much sense.

Sure, the same geopolitical tensions and interest rate dynamics that undermined Realty Income shares eventually also undermined Brookfield Renewable's stock. Broad weakness from utilities stocks and weakness from renewable energy stocks isn't helping either. Of course, Morgan Stanley's downgrade all the way from overweight to underweight and target price cut from $48 to $42 per share in March also left this ticker very vulnerable headed into that period.

Today's Change

(

0.31

%) $

0.11

Current Price

$

35.38

The sellers, however, have arguably overshot their target. Nothing about the current economic backdrop should prevent Brookfield Renewable from achieving its long-term target of yearly dividend growth between 5% and 9%, and subsequent annualized total returns of between 12% and 15%. Renewables are still the future of the power business, with Mordor Intelligence expecting this sliver of the energy market to grow at an average annual pace of nearly 14% through 2031.

Pfizer Finally, add drugmaker Pfizer (PFE +2.21%) to your list of dividend stocks you can comfortably buy and hold for a lifetime.

This certainly doesn't seem to be the case right now. Even well up from early 2025's multiyear low, Pfizer's stock is still down 55% from its late-2021 peak. That's when demand for its COVID vaccine and infection treatments was insatiable, resulting in 2022's record-breaking revenue of just over $100 billion... a feat that's not even come close to being matched in the meantime. Last's year's top line was only $62.6 billion, for perspective.

Today's Change

(

2.21

%) $

0.56

Current Price

$

26.16

Just don't jump to any sweeping conclusions based on its recent results. The pharmaceutical company arguably became so focused on the opportunity stemming from the coronavirus pandemic that it didn't do enough development or dealmaking to fully reload its pipeline.

But it's made up for lost time. Pfizer's management team still contends it's got several new blockbusters in the works right now, with the goal of turning them alone into $15 billion and $20 billion worth of new revenue by 2030.

Although investors aren't likely to see any real fiscal evidence of a revitalization until 2028 at the earliest -- when it's expected to enter the GLP-1 weight loss market -- the company's got 18 phase 3 trials underway right now, 10 of which are tests for brand new molecular entities that aren't already on the market. Updates on these trials' progress could light a bullish fire under Pfizer's stock well before then.

More important to income investors, the company's dividend payment isn't in any real jeopardy even if Pfizer is spending a fortune refilling its pipeline that will eventually result in an oncology-focused portfolio. You can get into this savvy evolution right now at forward-looking dividend yield of 6.5%.
2026-06-12 11:48 1mo ago
2026-05-08 22:15 2mo ago
The Nuclear Boom Is Real. These 3 Stocks Are the Smartest Long-Term Buys.
BEP Brookfield Renewable Partners
FMP Stock News
Original source text
Cameco (CCJ +4.15%) estimates that demand for nuclear power is growing so rapidly that uranium supply will be outstripped in the 2030s. According to the company, 72 new reactors are under construction, while older reactors are being restarted or having their lifespans extended. The nuclear boom is real as the world leans into a clean baseload power source.

Cameco and fellow industry service provider Brookfield Renewable (BEP +0.31%) are good choices for more conservative investors looking to get into the nuclear power sector. More aggressive types may prefer NuScale (SMR +3.01%) or Oklo (OKLO +7.11%). Here's why.

Image source: Getty Images.

High risk high reward nuclear investments NuScale Power and Oklo are both attempting to create businesses around small modular reactors. At this point, each company has a design, but neither has built a reactor connected to the electrical grid. They are each losing money and will likely continue to do so for a while longer. However, small modular nuclear reactors are a potentially important technological advance. If the technology takes off, NuScale and Oklo could have a long runway for growth ahead.

Today's Change

(

3.01

%) $

0.28

Current Price

$

9.57

The problem, of course, is the risk that the technology doesn't gain traction. And even if it does, it's unclear whether both companies will be long-term survivors. Even aggressive investors should tread with caution and, perhaps, consider buying a little of each to hedge their bets.

Today's Change

(

7.11

%) $

3.84

Current Price

$

57.86

Picks and shovels plays keyed into nuclear power Cameco, highlighted above, produces nuclear fuel. The supply and-demand dynamic it expects to unfold would lead to rising uranium prices. And that, in turn, would be very good for Cameco's profits. It already has a long and successful history in the industry and is a reliable fuel supplier to nuclear power plants worldwide. While it is a good way to get exposure to a picks-and-shovels nuclear play, the stock is already on the rise, up over 300% in the last three years. Some investors may prefer another option.

Today's Change

(

4.15

%) $

3.94

Current Price

$

98.97

Cameco also owns 50% of Westinghouse, with Brookfield Renewable owning the other 50%. Westinghouse designs reactors and helps to build and service them. It generates more consistent revenues than selling fuel, helping to smooth out Cameco's financial results. For Brookfield Renewable, Westinghouse simply supplements the cash flow generated by its global portfolio of clean energy assets. That cash flow backs a lofty 4.5% yield.

Today's Change

(

0.31

%) $

0.11

Current Price

$

35.38

If Cameco is like jumping in with both feet, Brookfield Renewable is like dipping a toe in the water. For more conservative investors and those with a dividend focus, just a toe might be the perfect option.

The nuclear renaissance is real Electric vehicles, artificial intelligence, and data centers, among other things, are increasing electricity demand. Nuclear is being looked at as a way to meet demand. Advanced technology from Oklo and NuScale offers potential long-term opportunities, but owning the stocks is high risk. Cameco and Brookfield Renewable are more established industry players, with Brookfield Renewable standing out as a lower-risk income option.
2026-06-12 11:48 1mo ago
2026-05-10 17:15 2mo ago
Celebrate Earth With These 2 Unstoppable Green Energy Stocks
BEP Brookfield Renewable Partners
FMP Stock News
Original source text
Oil prices are making headlines, but don't get caught up in what is likely to be a transitory price swing. The world is still shifting toward cleaner energy options. Given the green energy sector's still small size, there are material growth opportunities ahead for investors. Two great options that let you lean into the growing importance of clean energy on planet Earth are Brookfield Renewable (BEP +0.31%)(BEPC +0.51%) and NextEra Energy (NEE 0.33%). Here's a look at each one.

Brookfield Renewable has all of your bases covered Brookfield Renewable's portfolio spans across North America, South America, Europe, and Asia. It generates electricity via hydroelectric, solar, and wind systems. And it provides energy storage and nuclear power services, as well. It is a simple and easy way to add green energy investments to your portfolio.

Image source: Getty Images.

It is also a reliable high-yield income investment. The distribution has been increased regularly for a decade at an annualized rate of 5%. The goal is to continue increasing the distribution at a rate of 5% to 9% per year. Backing that is management's projection for 10% funds from operation growth through at least 2031. The goal is to invest up to $10 billion in growth over that span.

The yield is currently 4.7% for the partnership units and 4.4% for the corporate shares. They represent the same entity; the yield difference is due to higher demand for the corporate shares. While institutional investors may not be allowed to buy partnerships, there's no particular reason why smaller investors should avoid the higher-yielding partnership units.

Today's Change

(

0.51

%) $

0.19

Current Price

$

37.68

NextEra Energy gets you halfway in NextEra Energy is one of the world's biggest utilities, operating a large regulated utility in Florida. However, there's another side to the business. The company is also one of the world's largest producers of solar and wind power. The utility is a slow-and-steady foundation, while the clean energy business is the company's growth engine. The company is working on a backlog of 20 gigawatts of clean energy projects, but hopes to grow its backlog to as much as 100 gigawatts by 2032.

Today's Change

(

-0.33

%) $

-0.28

Current Price

$

84.84

Management is projecting earnings growth of 8% a year through 2035. That supports the near-term goal of 6% dividend growth through 2028, but likely means that the multi-decade dividend streak will continue well past that. The dividend yield is a well above market 2.6%.

Have your green energy and collect some green along the way The growth of the clean energy sector will take place over decades. Brookfield Renewable and NextEra Energy are already industry leaders. Still, buying them today will let you collect attractive and growing dividends while continuing to benefit from the long-term green energy transition. Now that's something to celebrate if you are a dividend investor.

Reuben Gregg Brewer has positions in Brookfield Renewable Partners. The Motley Fool has positions in and recommends NextEra Energy. The Motley Fool recommends Brookfield Renewable and Brookfield Renewable Partners. The Motley Fool has a disclosure policy.
2026-06-12 11:48 1mo ago
2026-05-15 17:12 2mo ago
Brookfield Renewable Set To Have Single Corporate Structure As Inflation Spikes
BEP Brookfield Renewable Partners
FMP Stock News
Original source text
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.
2026-06-12 11:48 1mo ago
2026-05-16 07:30 2mo ago
Got $1,000? These 3 Energy Stocks Are Worth Every Penny.
BEP Brookfield Renewable Partners
FMP Stock News
Original source text
The energy sector plays a vital role in powering the global economy. The transportation sector runs on refined petroleum products (gasoline, jet fuel, and diesel), while homes and businesses need natural gas and electricity to stay warm and power our modern society. As the economy grows, energy demand rises to support that expansion.

As a result, energy stocks can play an important role in fueling your portfolio. Here are three energy stocks worth investing $1,000 in right now.

Image source: Getty Images.

Brookfield Renewable Brookfield Renewable (BEPC +0.51%)(BEP +0.31%) is a leading global renewable energy producer and sustainable solutions provider. It has a diversified platform across technologies (hydro, wind, utility-scale solar, distributed energy, and storage, as well as nuclear services, biofuels, and carbon capture). The company's operations span North and South America, Europe, and Asia. That puts it in a strong position to capitalize on the expected surge in power demand driven by catalysts such as AI data centers, electric vehicles, and advanced manufacturing.

The company expects a combination of inflation-linked rate increases, margin-enhancement activities, development projects, and acquisitions to drive funds from operations per share growth of more than 10% annually through 2031. That should support continued dividend growth of 5% to 9% each year (Brookfield has increased its dividend by at least 5% every year since 2011). That income (Brookfield's dividend currently yields more than 4%) and growth combination puts it in a strong position to deliver on its goal of providing investors with annualized total returns of 12% to 15%.

Today's Change

(

0.51

%) $

0.19

Current Price

$

37.68

Enbridge Enbridge (ENB +0.04%) is a leading North American energy infrastructure company. It operates the longest and most complex crude oil and liquids pipeline system in North America, handling 30% of the continent's oil production. Meanwhile, its natural gas pipelines move 20% of the gas consumed in the U.S., while it also operates the largest gas utility franchise in North America by volume. Additionally, Enbridge is a major renewable energy investor.

Today's Change

(

0.04

%) $

0.02

Current Price

$

56.46

The Canadian pipeline and utility operator plans to continue its heavy investment in expanding energy infrastructure. It currently has about 40 billion Canadian dollars ($29.2 billion) in commercially secured capital projects underway, which should enter service through the early 2030s. It's expanding its liquids pipeline infrastructure, building new gas pipelines, supporting the growth of its utilities, and constructing new renewable energy projects. These investments should drive around 5% compound annual cash flow per share growth after this year, supporting dividend growth at a similar annual rate. Enbridge has increased its dividend (which currently yields 5%) for 31 consecutive years (in Canadian dollars). That income-and-growth combo should fuel strong total returns for Enbridge shareholders.

NextEra Energy NextEra Energy (NEE 0.33%) is North America's largest electric power and energy infrastructure company. It operates America's largest electric utility, Florida Power & Light, while its energy resources segment is a leader in developing energy infrastructure, including renewable energy, electricity transmission, and gas infrastructure.

Today's Change

(

-0.33

%) $

-0.28

Current Price

$

84.84

The company expects to invest an astounding amount of capital to capitalize on expansion opportunities across its two franchises. The two businesses could invest a combined $295 billion to $325 billion through 2035 on renewable energy generation capacity, electric transmission lines, gas-powered data center hubs, and other capital projects. This heavy investment should support more than 8% annual adjusted earnings-per-share growth through 2035. Despite that heavy investment, NextEra plans to continue increasing its dividend (6% annual growth expected in 2027 and 2028). With a yield above 2.5% and above-average growth over the next decade, NextEra Energy could deliver powerful total returns for its investors.

Top-tier energy stocks The world will continue to need more energy in the future. Few companies are in a better position to capitalize on the economy's surging energy needs than Brookfield Renewable, Enbridge, and NextEra Energy. If you have $1,000 to invest, they'd be worth every penny right now.
2026-06-12 11:48 1mo ago
2026-05-18 08:45 2mo ago
Brookfield Renewable Has Over 85,000 MW in Its Development Pipeline and Just Added Another 1,700 MW of Long-Term Contracts. Here's the Case for Owning It.
BEP Brookfield Renewable Partners
FMP Stock News
Original source text
Brookfield Renewable (BEPC +0.51%)(BEP +0.31%) is one of the world's largest publicly traded renewable power platforms. It had 47,300 megawatts (MW) of generation capacity across 25 countries at the end of the first quarter. Its portfolio spans hydro, wind, utility-scale solar, distributed generation, and energy storage.

The leading renewable energy stock expects to grow much larger in the coming years. It ended the first quarter with 85,146 MW of projects in its advanced-stage pipeline and just signed another 1,700 MW of contracts supporting that backlog. Here's the case for owning the clean power juggernaut.

Image source: The Motley Fool.

Advancing the backlog Brookfield Renewable has acquired several development platforms over the years to enhance its expertise, scale, and project backlog. This strategy has enabled Brookfield to ramp up its development activities. It delivered a record 8,000 MW of new capacity last year, up 20% from 2024. The company is on track to reach its targeted annual development run rate of more than 10,000 MW in deliveries by 2027.

Two things need to happen for Brookfield to deliver that amount of new capacity each year. It needs a pipeline of attractive renewable energy projects and secure customers to support them. As of the end of the first quarter, Brookfield had over 85,000 MW of projects in its advanced pipeline. It also made progress in securing customers for these projects by signing power purchase agreements (PPAs) for around 1,700 MW of capacity in the quarter.

The company also took a step to enhance its backlog during the quarter by agreeing to acquire Boralex. The Canadian renewable power platform currently has over 4,000 MW of operating and under construction wind, solar, hydro, and battery storage assets and another 8,000 MW in its development pipeline.

Today's Change

(

0.51

%) $

0.19

Current Price

$

37.68

A major growth driver Brookfield's backlog is a meaningful growth catalyst. The company estimates that completing its entire advanced stage pipeline would add over $1 billion in annual funds from operations (FFO). That's a huge number, considering that the company generated around $1.3 billion in FFO last year. Ramping up to the company's 10,000 MW annual target would support annual FFO growth of 4% to 6% per share.

That's only one of its growth catalysts. Brookfield's PPAs typically link power rates to inflation. As a result, they should deliver annual FFO per share growth of 2% to 3%. Meanwhile, Brookfield expects its existing power portfolio to deliver another 2% to 4% of incremental FFO per share growth each year from margin-enhancing activities, such as signing higher-rate PPAs as legacy agreements expire. Additionally, Brookfield expects accretive acquisitions, such as the Boralex deal, to further enhance its growth rate. Add it all up, and Brookfield expects to deliver more than 10% annual FFO per share growth through at least 2031. That should support annual dividend growth of 5% to 9% on its more than 4%-yielding payout.

A must-own energy stock Brookfield has an enormous advanced-stage development pipeline that's growing as it secures more projects and contracts. It helps support the company's robust growth profile. Add in its high-yielding dividend, and Brookfield can generate powerful total returns in the coming years, making it a great energy stock to own.
2026-06-12 11:48 1mo ago
2026-05-19 11:00 2mo ago
I'd Double My Position in These 3 Dividend Stocks Without Thinking Twice
BEP Brookfield Renewable Partners
FMP Stock News
Original source text
Dividend stocks make up a large portion of my portfolio. While my desire to earn passive income is a big driver of my dividend investment strategy, dividend stocks have historically delivered higher returns than non-payers while exhibiting less volatility. That's why I routinely add to my dividend stock positions.

I already hold meaningful allocations to Brookfield Renewable (BEPC +0.51%)(BEP +0.31%), Brookfield Infrastructure (BIPC 2.06%)(BIP 1.59%), and Energy Transfer (ET 1.47%). I wouldn't think twice about doubling my position in these top dividend stocks. Here's why I have such high conviction in this trio.

Image source: Getty Images.

Powerful total return potential Brookfield Renewable is one of the largest publicly traded renewable energy producers in the world. Its operations span hydro, wind, solar, and energy storage assets across North and South America, Europe, and Asia. The company sells the electricity it produces under long-term, fixed-rate power purchase agreements (PPAs) with utilities and large corporations.

Most of Brookfield's PPAs contain inflation-linked rate escalation clauses, which should grow its funds from operations (FFO) per share by 2% to 3% annually. Meanwhile, margin-enhancement activities, such as signing higher-rate PPAs as legacy contracts expire, should add another 2% to 4% to its FFO per share each year. Additionally, Brookfield expects that development projects will add another 4% to 6% to its FFO per share each year, while acquisitions should further boost its growth rate.

Today's Change

(

0.51

%) $

0.19

Current Price

$

37.68

Brookfield's multiple catalysts should drive more than 10% annual FFO per share growth through at least 2031. That should power 5% to 9% annual dividend growth. Brookfield has increased its payout, which currently yields more than 4%, by at least 5% each year since 2011.

A similarly strong sibling Brookfield Infrastructure is the infrastructure-focused sibling of Brookfield Renewable, both of which are operating businesses of global investment firm Brookfield Corporation. This entity owns and operates a diverse portfolio of mission-critical infrastructure businesses. Its global operations span the utility, transport, midstream, and data sectors. The bulk of its assets operate under long-term contracts or government-regulated rate structures that generate predictable, inflation-linked cash flows.

Today's Change

(

-2.06

%) $

-0.85

Current Price

$

40.46

The global infrastructure operator invests in assets capitalizing on global megatrends, including digital infrastructure driven by AI. It's investing in data centers, semiconductor fabrication facilities, behind-the-meter power solutions, and other related infrastructure. To help fund its growth, Brookfield Infrastructure routinely sells mature assets to recycle capital into higher-return new investments. It has sold around $1 billion in assets so far this year, supporting $400 million in new investment opportunities, including the launch of a new equipment leasing platform for data centers.

Brookfield Infrastructure's multifaceted growth strategy should support FFO per share growth of more than 10% annually. That should enable the company to increase its 4.9%-yielding dividend by 5% to 9% each year. Brookfield has increased its dividend for 17 straight years, growing it at a 9% compound annual rate.

Gas-powered distribution growth Energy Transfer is one of the largest energy midstream companies in North America. The master limited partnership (MLP), which sends investors a Schedule K-1 Federal tax form each year, operates pipelines, processing plants, storage terminals, and export facilities. The company's midstream assets generate steady cash flow, with 90% coming from stable fees.

Today's Change

(

-1.47

%) $

-0.28

Current Price

$

18.76

The MLP is investing heavily to expand its operations. It plans to spend $5.5 billion to $5.9 billion on growth capital projects this year. The company is building several major capital projects, including two large-scale gas pipelines ($2.7 billion Hugh Brinson and $5.6 billion Desert Southwest expansion project). It has projects underway that should enter commercial service through 2030.

Energy Transfer's expansion projects should support continued distribution increases. The MLP expects to grow its nearly 7%-yielding payout by 3% to 5% each year.

High conviction dividend stocks Brookfield Renewable, Brookfield Infrastructure, and Energy Transfer are three of my highest conviction dividend stocks. They generate stable, growing cash flows, which support their steadily rising, high-yielding dividends. Their combination of income, growth, and financial strength is why I wouldn't think twice about doubling my already sizable positions in these top-notch dividend stocks.

Matt DiLallo has positions in Brookfield Corporation, Brookfield Infrastructure, Brookfield Infrastructure Partners, Brookfield Renewable, Brookfield Renewable Partners, and Energy Transfer and has the following options: short July 2026 $40 puts on Brookfield Corporation. The Motley Fool has positions in and recommends Brookfield Corporation. The Motley Fool recommends Brookfield Infrastructure Partners, Brookfield Renewable, and Brookfield Renewable Partners. The Motley Fool has a disclosure policy.
2026-06-12 11:47 1mo ago
2026-05-23 12:30 2mo ago
My Top 3 Recession-Proof Utilities Stocks for May 2026
BEP Brookfield Renewable Partners
FMP Stock News
Original source text
At first blush, there's no apparent immediate threat of a recession.

Now look again. Inflation is creeping up, reaching nearly a three-year high of 3.8% last month. The Federal Reserve isn't exactly in a position to do much about it, either. The best weapon for combating inflation is higher interest rates. Still, the already wobbly (and highly indebted) U.S. economy could crumble under the weight of even just one or two rate increases.

Connect the dots. Owning stocks isn't exactly a low-risk proposition here. There is one exception to this concern, however. That's largely about recession-proof utility stocks, which offer services that consumers and corporations alike must continue paying for regardless of the economic backdrop.

So if you're concerned that a recession -- or even just a period of prolonged economic weakness -- is brewing, utilities stocks like The Southern Company (SO 0.80%), Brookfield Renewable Corporation (BEPC +0.51%), and Vistra (VST +5.66%) might be smart holdings to add to your portfolio sooner than later.

The Southern Company is a predictable industry stalwart There's nothing especially special about The Southern Company. But that's the point.

Investors afraid of a recession want to own well-established and well-proven defensive names. That's what this utility outfit brings to the table. The $100 billion organization has been in business for well over a century now, and currently serves more than 9 million customers located all over the United States.

Its biggest single fuel source right now is natural gas, although, as it transitioned away from coal, it's now investing in renewables as opportunities and funding allow. It's not aggressively forcing this shift, however, and putting itself into a financial pinch as a result.

Today's Change

(

-0.80

%) $

-0.75

Current Price

$

93.27

Perhaps more important to defensive-minded investors, Southern's well-established presence in a business that few people can avoid using means it will continue to generate profitable revenue no matter what the foreseeable future holds.

And that's what makes this ticker such a fantastic holding during tough times. It can afford not only to continue paying its cash dividends but also to raise them. The Southern Company has now increased its per-share dividend for 25 consecutive years, in fact, through a handful of rough patches.

Newcomers will be plugging into a forward-looking yield of 3.2%.

Brookfield Renewable: Same idea, different package Brookfield Renewable isn't exactly a household name, mostly because it doesn't directly serve customers under that banner. Rather, it is a developer and buyer of power-generating businesses.

Leaning on a combination of wind, solar, and a surprising amount of hydro power along with some exposure to the more esoteric elements of the renewable energy industry, this company's 48 gigawatts' worth of production capacity turned $6.4 billion in revenue into net income of $712 million last year, dramatically improving on the previous year's numbers.

That's not what makes Brookfield Renewable such a compelling investment prospect here, however. For that matter, neither is its flexible structure. (This company isn't tethered to a particular geographical location, but rather, can and will invest in any appropriate opportunity no matter where it's located.)

Image source: Getty Images.

What makes this name a must-have in good times and bad, rather, is that it's being built from the ground up to pay and grow dividends. Not only is its forward-looking yield of 4.6% better than most stocks of its peers, but it's targeting payout growth of between 5% and 9% per year, laying the groundwork for total annualized net returns of between 12% and 15%.

The thing is, it can arguably do it. Just make sure you step into the correct ticker if you're interested. Its counterpart Brookfield Renewable Partners (BEP +0.31%) offers about the same performance. But it's structured as a partnership, which comes with tricky tax rules that may not be worth the hassle for investors just looking to play a little defense.

Vistra is a defensive value name for growth investors Finally, add Vistra to your list of top recession-proof utilities stocks to consider buying this month --  although not necessarily for the reason you might think.

With nothing more than a quick look Vistra doesn't look much different than any other outfit in the business. It provides power to a few million U.S. homes (mostly in the northeast) using a growing amount of natural gas and a decreasing amount of coal. It's also easing its way into renewables, leading the way with nuclear.

Today's Change

(

5.66

%) $

7.84

Current Price

$

146.38

Vistra is different than most other utility names, though, in a couple of key ways.

First, while it serves 5 million retail customers, its focus is increasingly on power production it can route to different areas using the nation's power-distribution grids. It's also developing custom-built and conveniently located solutions that specifically serve the nation's fast-growing AI data center industry. It's already inked long-term power purchase agreements with Facebook parent Meta Platforms and cloud computing giant Amazon, although more are likely in the works.

And this may be the better opportunity to capitalize on right now. The International Energy Agency believes AI data centers' global electricity demand is poised to more than double between 2024 and 2030, nd then grow another 27% between then and 2035.

The other oddity with Vistra is that, while it technically pays a dividend, that's not its priority. Most of its profits are being poured back into the business's own growth. And it's working, even if much of the capital deployment being done right now won't start generating a meaningful return until a few years from now.

The point is, this ticker is at least as much of a growth investment as it is a value or income investment. For growth investors that don't want or need dividend income but still want to play a bit of defense at this time, VST is an ideal option, particularly while it's down so much from last year's peak when AI-mania was its most frenzied. There's a reason the analyst community still thinks it's worth $233 per share -- 73% above the stock's present price -- just as there's a reason the vast majority of these analysts currently rate the stock a strong buy.
2026-06-12 11:47 1mo ago
2026-06-02 07:45 1mo ago
Even After the Monster Rally, These 5 Safe High-Yielding Energy Stocks Are Still Strong Buys
BEP Brookfield Renewable Partners
FMP Stock News
Original source text
This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.

Many on Wall Street argue that oil prices could remain elevated regardless of how the Iran conflict resolves, for several structural reasons. Global spare capacity is largely concentrated in a handful of OPEC+ nations. It has grown increasingly thin, meaning any disruption to supply chains, shipping lanes, or refining infrastructure takes longer to be absorbed and worked through the system. The Strait of Hormuz remains a critical path for roughly 20% of the global oil trade, and even a ceasefire or de-escalation wouldn’t instantly restore insurer confidence or normalize tanker routing, keeping freight and risk premiums largely baked into prices.

Years of underinvestment in upstream exploration and production mean the supply side can’t respond quickly to demand signals the way it once could. Add to that a weaker dollar environment, persistent demand from emerging markets, particularly India and China, and OPEC+’s demonstrated willingness to defend price floors through coordinated cuts, and the conditions for structurally higher oil exist well beyond the current hostilities in the Middle East. The bottom line for investors is that if they are underweight or don’t own any energy names, now’s the time to consider adding some to a portfolio. But after a massive rally that started when the conflict with Iran began in late February, it makes sense to look at the safest energy companies now.

We decided to screen our 24/7 Wall St. energy stock database, looking for companies that still deliver large and dependable dividends while remaining good investments on a valuation basis. While we remain positive on the mega-cap integrated giants, they have had spectacular runs and would be much better purchases after a solid price pullback.

Five companies that pay significant dividends and offer shareholders some of the best valuations currently are at the top of our strong buy list for investors. All still offer reasonable entry points, with outstanding upside potential to the posted Wall Street target prices. All five are also rated Buy at the top Wall Street firms we cover at 24/7 Wall St.

Why do we cover the safest high-yielding energy dividend stocks? Since 1926, dividends have accounted for approximately 32% of the S&P 500’s total return, while capital appreciation has accounted for 68%. Therefore, sustainable dividend income and the potential for capital appreciation are essential to total return expectations. A study by Hartford Funds, in collaboration with Ned Davis Research, found that dividend stocks delivered an annualized return of 9.18% over the past 50 years (1973 to 2023). Over the same timeline, this was more than double the annualized return for non-payers (3.95%).

Brookfield Renewable Partners This off-the-radar utility stock is an ideal choice now for growth and income investors, as well as those concerned with environmental issues. Brookfield Renewable Partners (NYSE: BEP | BEP Price Prediction) operates publicly traded platforms for renewable power and decarbonization solutions. Investors are paid a rich 4.41% dividend. Earnings rose 15% in Q1 2026 and 12% over the trailing twelve months. The company expects double-digit earnings growth to continue for at least the next five years. Since going public in 2011, it has raised its dividend by at least 5% every year and targets dividend growth of 5% to 9% going forward.

The company’s renewable power portfolio includes:

Hydroelectric Wind Utility-scale solar Distributed generation Storage facilities located across North America, South America, Europe, and the Asia-Pacific region 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 Battery energy storage systems; sustainable solutions, encompassing agricultural renewable natural gas, carbon capture and storage, recycling, cogeneration, biomass, nuclear services, electrofuels, and power transformation Corporate The company’s total power portfolio comprises approximately 46,200 megawatts of installed capacity and a development pipeline of approximately 200,000 megawatts.

TD Securities has a Buy rating with a $39 target price.

Clearwater Energy This is another off-the-radar company that is safe and still bargain-priced, with a strong 4.42% dividend. Clearwater Energy (NYSE: CWEN) is a renewable energy company that invests in energy infrastructure, focuses on clean energy, and owns modern, sustainable, and long-term-contracted assets across North America. It is one of the largest renewable energy companies in the U.S., with a portfolio of wind, solar, and energy storage facilities across 27 states totaling approximately 12.7 gigawatts of gross capacity. Both share classes have risen more than 20% over the past 12 months. The data center boom has been a significant growth driver.

Clearwater Energy’s operating facilities include:

Carlsbad El Segundo GenConn Devon GenConn Middletown Marsh Landing Walnut Creek The company’s utility-scale solar projects include:

Agua Caliente Alpine Avenal Avra Valley Blythe Borrego Buckthorn Solar CVSR Daggett 2 Daggett 3 Desert Sunlight 250 Kansas South The company’s wind projects include Black Rock, Buffalo Bear, Cedro Hill, Crofton Bluffs, and Cedar Creek.

UBS has a Buy rating with a $45 target price.

Enbridge Enbridge owns and operates pipelines throughout Canada and the United States. This is an off-the-radar idea based in Canada, poised to break out to new highs soon, and pays a rich 6.94% dividend. Enbridge (NYSE: ENB) operates as an energy infrastructure company. Enbridge announced its 31st consecutive annual dividend increase in 2026, lifting the payout by another 3%, and has paid dividends for over 70 years. With roughly 98% of its annual earnings backed by long-term, fixed-rate contracts and regulated rate structures, the company stands out as one of the most defensive and reliable plays in the energy infrastructure sector.

The company operates through five segments:

Liquids Pipelines Gas Transmission and Midstream Gas Distribution and Storage Renewable Power Generation Energy Services The Liquids Pipelines segment operates pipelines and related terminals in Canada and the United States to transport various grades of crude oil and other liquid hydrocarbons.

The Gas Transmission and Midstream segment invests in natural gas pipelines and gathering and processing facilities in Canada and the United States. The Gas Distribution and Storage segment is involved in natural gas utility operations, serving residential, commercial, and industrial customers in Ontario, as well as in natural gas distribution and energy transportation activities in Quebec.

The Renewable Power Generation segment operates power-generating assets, including wind, solar, geothermal, and waste heat recovery facilities, as well as transmission assets, in North America and Europe. The Energy Services segment provides energy marketing services to refiners, producers, and other customers, as well as physical commodity marketing and logistical services in Canada and the United States.

Royal Bank of Canada has an Outperform rating and a $79 target price.

Energy Transfer Energy Transfer (NYSE: ET) is one of North America’s largest and most diversified midstream energy companies. This top master limited partnership is a safe option for investors seeking energy exposure and income, as the company pays a 6.67% distribution yield. It owns and operates one of the largest and most diversified portfolios of energy assets in the United States, with a strategic footprint across all major domestic production basins. As a midstream MLP, its revenue is largely fee-based and less sensitive to commodity price swings.

The company is a publicly traded limited partnership with core operations that include:

Complementary natural gas midstream, intrastate, and interstate transportation and storage assets Crude oil, natural gas liquids (NGL), and refined product transportation and terminalling assets NGL fractionation Various acquisition and marketing assets Following the acquisition of Enable Partners in December 2021, Energy Transfer owns and operates over 114,000 miles of pipelines and related assets in 41 states, spanning all major U.S. producing regions and markets. This solidifies its leadership position in the midstream sector.

Through its ownership of Energy Transfer Operating, formerly known as Energy Transfer Partners, the company also owns Lake Charles LNG; the general partner interests, the incentive distribution rights, and 28.5 million standard units of Sunoco (NYSE: SUN); and the public partner interests and 39.7 million standard units of USA Compression Partners (NYSE: USAC).

Stifel has a Buy rating on the shares, with a $25 target price.

Enterprise Products Partners This top midstream giant is an American midstream natural gas and crude oil pipeline company headquartered in Houston, Texas. Enterprise Products Partners (NYSE: EPD) is one of the most extensive publicly traded energy partnerships, and it pays a very reliable 5.84% dividend. The company’s debt-to-EBITDA ratio ranges from 3.1x to 3.4x, which is moderate for a midstream energy company, and its interest coverage ratio is 5x.

Enterprise Products Partners generates strong free cash flow, with an operating cash flow of approximately $8.8 billion, resulting in approximately $4.2 billion in free cash flow annually after deducting capital expenditures. Another significant benefit for shareholders is that most of the corporate debt is fixed-rate, thereby limiting the risk of rising interest rates.

It provides various midstream energy services, including:

Gathering Processing Transporting and storing natural gas, natural gas liquids (NGL), and fractionation Import and export terminalling Offshore production platform services The company has four reportable business segments:

Natural Gas Pipelines and Services NGL Pipelines and Services Petrochemical Services Crude Oil Pipelines and Services One reason many analysts like the stock might be its distribution coverage ratio. The company’s coverage ratio is well above 1x, making it relatively less risky among the MLPs.

Citigroup has a Buy rating with a $45 price objective.
2026-06-12 11:47 1mo ago
2026-06-02 09:00 1mo ago
3 High-Yield Dividend Stocks I Can't Wait to Buy in June to Boost My Passive Income
BEP Brookfield Renewable Partners
FMP Stock News
Original source text
My long-term financial goal is to generate enough passive income to cover my basic living expenses. Reaching that level of financial freedom would relieve some pressure and give me more flexibility.

A core aspect of my strategy is investing in high-yielding dividend stocks. I focus on companies that pay well-supported dividends that should grow in the future. Three of my favorites are Brookfield Infrastructure (BIPC 2.06%)(BIP 1.59%), Brookfield Renewable (BEPC +0.51%)(BEP +0.31%), and W.P. Carey (WPC 0.34%). Here's why I can't wait to buy more of each one this June.

Image source: Getty Images.

Megatrend-driven dividend growth Brookfield Infrastructure operates a globally diversified portfolio of crucial economic infrastructure across the utility, midstream, transport, and data sectors. The company's assets include pipelines, electricity transmission lines, toll roads, telecom towers, and data centers. These assets generate very stable, steadily rising cash flows, supported by long-term contracts and government-regulated rate structures with built-in inflation escalators (85% of its funds from operations, or FFO, in 2026).

The company aims to pay out between 60% and 70% of its stable cash flows as dividends (it currently yields more than 4%). Brookfield retains the rest to reinvest in growing its operations. The company also has a strong investment-grade balance sheet to support its dividend and growth. Additionally, Brookfield routinely recycles capital by selling mature assets to fund higher-returning new investments. It focuses on investing in infrastructure benefiting from global megatrends, including digitalization, decarbonization, and deglobalization.

Today's Change

(

-2.06

%) $

-0.85

Current Price

$

40.46

Brookfield's organic growth drivers (inflation-linked rate increases, volume growth as the global economy expands, and expansion projects) should support 6% to 9% annual FFO per share growth. Meanwhile, acquisitions funded through its capital recycling initiatives should boost its growth rate above 10% annually. That supports the company's plan to grow its dividend by 5% to 9% per year. Brookfield has increased its payout every year since its formation 17 years ago, growing it at a 9% compound annual rate.

Powerful growth tailwinds Brookfield Renewable is the renewable energy-focused sibling of Brookfield Infrastructure. It operates one of the world's largest publicly traded renewable power and sustainable solutions platforms. Brookfield Renewable generates stable and growing cash flows backed by long-term contracts (90% of its FFO) that link rates to inflation (70% of its revenue). The company's stable cash flows support its nearly 4%-yielding dividend.

Today's Change

(

0.51

%) $

0.19

Current Price

$

37.68

Inflation-linked rate increases, margin enhancement activities, and development projects should power 8% to 13% annual FFO per share growth over the next five years. Brookfield is currently ramping up its development activities to support surging demand for power by AI data centers and other drivers. Additionally, Brookfield routinely recycles capital to make value-enhancing acquisitions. That drives its view that it can grow FFO per share by more than 10% annually through 2031.

Brookfield Renewable also expects to grow its high-yielding dividend by 5% to 9% each year. It has raised its payout by at least 5% per year since 2011.

Income backed by mission-critical properties W.P. Carey is a real estate investment trust (REIT). It owns a well-diversified portfolio of operationally critical warehouse, industrial, and retail properties across North America and Europe secured by long-term net leases with built-in rent escalations. These properties generate very stable and steadily rising rental income to support the REIT's nearly 5%-yielding dividend.

Today's Change

(

-0.34

%) $

-0.26

Current Price

$

75.58

The REIT's leases deliver low-to-mid single-digit annual rent growth. W.P. Carey complements this growth by investing in additional income-generating properties. It invests in build-to-suit projects, completes sale-leaseback transactions, and buys real estate portfolios from other investors. It funds these new investments with post-dividend free cash flow, non-core property sales, its strong balance sheet, and stock sales.

W.P. Carey has increased its dividend every quarter since resetting the payout in late 2023 following its strategic decision to exit the office sector, including by 4.5% over the past year. Its payout should continue growing at a low-to-mid single-digit rate, roughly matching its adjusted FFO growth rate.

Ideal income investments Brookfield Infrastructure, Brookfield Renewable, and W.P. Carey generate stable and steadily rising cash flows to support their high-yielding dividends. They also have rock-solid financial profiles to drive their continued growth. Their high-yielding and steadily rising payouts will help me achieve financial freedom faster, which is why I can't wait to buy even more shares this June.

Matt DiLallo has positions in Brookfield Infrastructure, Brookfield Infrastructure Partners, Brookfield Renewable, Brookfield Renewable Partners, and W.P. Carey. The Motley Fool recommends Brookfield Infrastructure Partners, Brookfield Renewable, and Brookfield Renewable Partners. The Motley Fool has a disclosure policy.
2026-06-12 11:47 1mo ago
2026-06-04 11:00 1mo ago
Brookfield Renewable Partners Is Up 38% This Year. Does AI Energy Demand Make This Green Energy Stock a Buy in 2026?
BEP Brookfield Renewable Partners
FMP Stock News
Original source text
Renewable energy stocks were supposed to be some of the losers under the second Trump administration. The president is famously not a fan of wind turbines or solar energy. Yet one diversified energy play is having an outstanding year.

Shares of Brookfield Renewable Partners (BEP +0.31%) have soared by 37.5% year to date through May. Here's a look at several reasons investors shouldn't overlook Brookfield Renewable Partners, but also one reason to be wary.

Image source: The Motley Fool.

Brookfield is diversified Brookfield Renewable's underlying business is one of the reasons the stock has performed well so far this year. The company continued its trend of growing funds from operations (FFO), with a 19% year-over-year increase in Q1. The financial measure, commonly used by real estate investment trusts (REITs), defines cash generated from underlying operations and has increased by 12% over the last year versus the prior period.

Connor Teskey, CEO of Brookfield Renewable and president of Brookfield Asset Management, summarized the company's recent success this way:

Growing energy demand is now occurring alongside a renewed focus on energy security. In an environment with strong demand for low-cost, quick-to-market, and increasingly locally sourced energy, we are well positioned to deliver sustainable, long-term cash flow growth for our investors.

Brookfield was poised to capitalize on the growing demand, thanks to its diversification across energy markets and technologies. While a little over half of its assets under management are in North America, the company also has meaningful energy assets in Europe, Latin America, and across the Asia-Pacific region.

Today's Change

(

0.31

%) $

0.11

Current Price

$

35.38

Power production assets are in demand as data centers increase global energy demand and the Strait of Hormuz conflict rattles oil markets. It highlights where Brookfield's expertise makes a difference. The company is a strong capital allocator, and management constantly works to identify its best opportunities. In that vein, Brookfield Renewable announced $3 billion in asset sales in Q1 alone as it recycles capital into projects it believes offer better returns.

BEP or BEPC? The equity is also unique. Brookfield Renewable offers partnership units, but investors can also purchase shares of Brookfield Renewable Corp. (BEPC +0.51%). BEP units and BEPC shares both represent the same underlying business and assets. The former is a limited partnership, while the latter is a corporation.

Owning shares in the partnership can lead to more complex tax paperwork, which turns off some investors. That helps explain the recent pricing deviation. Although they pay the same dividend amount per share/unit, their market prices diverged, resulting in different yields.

Data by YCharts.

The partnership units have been playing catch-up this year, resulting in the outsize return. Investors can choose which to buy based on personal situations and tax preparation concerns. But there is no doubt that the underlying business is strong, and Brookfield is a solid renewable energy dividend stock to own. Just don't expect the pace of returns to mirror what we've seen so far in 2026, as the partnership unit price has now closed the gap.
2026-06-12 11:47 1mo ago
2026-06-06 17:15 1mo ago
Are These 3 Energy Stocks About to Soar as Driving Season Kicks Off in the United States?
BEP Brookfield Renewable Partners
FMP Stock News
Original source text
When investors think about the annual summer driving season, oil and gasoline have historically been the primary focus. This year, oil and gasoline have been headline news daily due to the geopolitical conflict in the Middle East. That's likely to remain the case regardless of how much people drive.

But high energy prices could shift demand, making electricity more important than ever. Three stocks you may want to keep an eye on are NextEra Energy (NEE 0.33%), Constellation Energy (CEG +1.82%), and Brookfield Renewable (BEP +0.31%)(BEPC +0.51%). Here's a primer on each one.

Image source: Getty Images.

The EV fleet is bigger than ever before Normally, driving season is about energy companies like integrated energy giant Chevron (CVX 2.10%) and refiner Valero (VLO 0.93%). Chevron's business spans the entire energy value chain, from producing oil to transporting it and processing it into gasoline and other products. Valero sits at the end of the chain, transforming oil into other products. Energy companies like these will likely see a boost from driving season.

However, the bigger story today is the geopolitical conflict in the Middle East. It is an ongoing event that will likely have far more sway over energy prices and, thus, the performance of energy stocks, than the driving season. However, there's another possible consequence from this conflict.

In early 2026, sales of used electric vehicles (EVs) spiked. One logical reason for that is high energy costs. Meanwhile, the percentage of EVs among all vehicles on the road is roughly 2%. Some might argue that 2% is a tiny number, which it is, but it represents more than 5.5 million vehicles. That's a substantial number on an absolute basis, and with gasoline prices so high, consumers could favor EVs over combustion engine vehicles.

Today's Change

(

-0.33

%) $

-0.28

Current Price

$

84.84

Demand is already high for electricity Potential electricity demand this driving season will add to the demand already coming from data centers and artificial intelligence. The three together are key factors in the expected step change in overall demand, with electricity demand projected to grow by 60% between 2025 and 2045. For reference, demand only grew 9% between 2005 and 2025. Those stats come from NextEra Energy, the world's largest utility. It is also one of the world's largest producers of solar and wind power.

NextEra is set to get even larger, with plans to buy competitor Dominion Energy (D 0.12%). That will expand its geographic reach to four states and set it up for even more rapid long-term growth. If high oil prices lead consumers to use more electricity this driving season, the long-term story could get even better here. In other words, 2026 could be an important inflection point for the business and the stock.

Today's Change

(

1.82

%) $

4.41

Current Price

$

246.71

Nuclear power is also becoming an increasingly important source of electricity. Contract power generator Constellation Energy has one of the largest U.S. fleets of nuclear reactors. It is already seeing increased demand from data centers, and transportation demand could be icing on the cake. Notably, it recently acquired Calpine, a company focused on natural gas power plants. Those often get tapped during peak demand periods, like when it is warm in the summer. If this year's driving season comes with an electric demand spike in transportation, Constellation Energy could be a big near-term beneficiary.

Today's Change

(

0.31

%) $

0.11

Current Price

$

35.38

Increased demand for electricity from transportation will also be a long-term benefit to Brookfield Renewable. This company has a global portfolio of renewable power assets. It sells power under long-term contracts, so there won't likely be a near-term impact on its business. However, if this driving season marks a shift toward electric vehicles, the clean energy Brookfield Renewable provides could become increasingly important globally. That could easily increase the rate at which Brookfield Renewable builds new assets, which investors would likely price into the stock pretty quickly.

This summer could be the leading edge of an important change Electricity is an increasingly important source of energy. When oil prices are low, the transition from carbon energy sources to electricity isn't as pressing. However, with oil prices at lofty levels, electricity looks increasingly attractive. This year's driving season could be an important test.

Constellation Energy is a more growth-oriented story, noting it only has a dividend yield of around 0.6%. However, NextEra Energy's yield is 2.9%, and Brookfield Renewable Partners' yield is 4.2%. Both have solid histories of annual dividend increases, making them attractive to dividend investors.
2026-06-12 11:47 1mo ago
2026-06-08 11:00 1mo ago
Engineered Mineral Hydrogen Emerges as Next Major Energy Disruption Opportunity Amid Explosive Global Demand
BEP Brookfield Renewable Partners
FMP Stock News
Original source text
New breakthroughs in low-cost hydrogen extraction and growing clean energy demand position the sector for significant long-term market expansion

, /PRNewswire/ -- Market News Updates News Commentary - The Engineered Mineral Hydrogen sector is gaining momentum as the demand for cleaner and more cost-effective energy sources grows globally. Unlike traditional hydrogen production methods that heavily depend on natural gas or expensive electrolysis systems, Engineered Mineral Hydrogen harnesses natural chemical reactions between water and iron-rich rocks deep below the surface to generate hydrogen in a more sustainable way. Many companies are now exploring ultramafic rock formations and serpentinization processes as scalable energy solutions, especially in regions rich in nickel and iron reserves. Recent industry advancements, like new partnerships and trial projects in Newfoundland and North America, signify a shift from research to commercial deployment.  Active Companies mentioned in the article includes: First Atlantic Nickel Corp. (OTCQB: FANCF) (TSX-V: FAN), Total Energy Services Inc. (OTC: TOTZF) (TSX: TOT), Exxon Mobil Corporation (NYSE: XOM), Chevron Corporation (NYSE: CVX), Brookfield Renewable Partners L.P. (NYSE: BEP).

One attractive aspect for investors in this field is the potential cost-effectiveness. Experts believe that engineered or natural hydrogen could eventually become one of the most cost-efficient forms of clean hydrogen due to the earth's natural gas production capabilities, reducing the need for extensive industrial energy inputs. The global hydrogen market is expected to see significant growth, reaching approximately $66.5 billion by 2034 from $21.7 billion in 2026, driven by increasing industrial demand, transportation, AI-driven data centers, and energy storage applications. Simultaneously, the emerging natural and engineered hydrogen sector is projected to experience even faster growth, with market analyses suggesting that the natural hydrogen market could surge from about $158 million in 2025 to over $2.2 billion by 2032.

The excitement surrounding Engineered Mineral Hydrogen is fueled by rising concerns over energy security and growing interest in low-carbon industrial fuels. Companies are increasingly looking for reliable domestic energy sources to reduce dependence on imported fuels while supporting decarbonization efforts. Analysts predict a notable increase in drilling projects, pilot installations, and long-term contracts beyond 2026 as the sector develops. Although still in its early stages and carrying exploration risks similar to mining or oil exploration, many investors see it as a disruptive opportunity within the broader clean energy market landscape. If commercial-scale production proves successful, Engineered Mineral Hydrogen has the potential to play a crucial role in the global energy mix in the next decade.

Vema Hydrogen and First Atlantic Nickel & Cobalt Sign LOI to Develop Engineered Mineral Hydrogen at Pipestone XL Awaruite Project in Newfoundland 

Vema's Engineered Mineral Hydrogen could supply regional industry and seaborne export markets from the Pipestone XL Project in central Newfoundland. The Pipestone Ophiolite Complex spans 30 kilometers of ultramafic rock, and holds enough potential hydrogen to power industrial demand in Newfoundland for generations Vema Hydrogen ("Vema") today announced that it has entered into a non-binding Letter of Intent (the "LOI") with First Atlantic Nickel & Cobalt Corp (TSXV: FAN) (OTCQB: FANCF) (FSE: P21) ("First Atlantic"), to jointly develop Engineered Mineral Hydrogen, or EMH, at the Pipestone XL project, a 30-kilometer ultramafic belt in central Newfoundland. Under the LOI, the parties intend to establish a 50/50 joint venture to produce low-carbon hydrogen alongside First Atlantic's primary awaruite nickel-cobalt program. The partnership is intended to serve as a first-of-its-kind template for combining hydrogen production with critical mineral development at ultramafic sites, with the potential to attract co-located investment in clean fuels, ammonia, and downstream industry.

"Vema's Engineered Mineral Hydrogen is on the verge of delivering clean energy at a scale cost-competitive with hydrocarbons," said Dr. Douglas Wicks, Strategic Advisor to First Atlantic & Cobalt and former Program Director for ARPA-E's MINER program and Geologic Hydrogen portfolio. "Awaruite forms through serpentinization when hydrogen reduces nickel and iron, so its presence at Pipestone XL is a clear signature of a hydrogen-rich system. Vema's technology could engineer that same reaction for hydrogen production, and Pipestone XL is an ideal location due to its size, proximity to infrastructure, and the potential for cost efficiencies in co-locating hydrogen production with nickel & cobalt mining. Having worked closely with Vema's founders since before the company's founding — and having seen firsthand how they developed the engineered approach to geologic hydrogen — I believe Pipestone XL represents a compelling opportunity to bring this technology to commercial scale."

Over the past twelve months, Vema has worked with First Atlantic to evaluate the Pipestone Ophiolite Complex, analyzing geological and geophysical data as well as infrastructure across the 30-kilometer belt. Laboratory testing of Pipestone rock samples at Vema's Orléans facility in France confirmed hydrogen production through stimulated serpentinization, indicating that the formation is well suited to EMH. Vema will leverage the experience gained in its established site in the Thetford ophiolite in Quebec, where Vema operates the world's first Engineered Mineral Hydrogen project.

Newfoundland is a significant region for critical minerals and clean energy development, but exploration and mining remain energy-intensive. Engineered Mineral Hydrogen (EMH) produces hydrogen from iron-rich rock through naturally occurring geochemical reactions, with no grid electricity required. Locally produced hydrogen at Pipestone could, over time, support on-site energy needs for a large-scale nickel and cobalt mining district and related downstream industries.

"Vema operates the world's first Engineered Mineral Hydrogen project at the Thetford ophiolite in Quebec. Rock samples collected during Vema's site visit to Pipestone XL were tested at their lab in Orléans, France, confirming the hydrogen generation potential of the ultramafic host rocks. Given the link between awaruite formation and hydrogen, we're excited about the potential for Vema's technology to maximize the value of our unique nickel-cobalt alloy project," said Adrian Smith, P.Geo., CEO of First Atlantic.

The collaboration also positions both companies to explore how locally produced hydrogen could reshape energy planning for remote industrial sites. By pairing EMH supply with critical mineral development, the partners aim to demonstrate a model that strengthens regional energy resilience while reducing reliance on long-distance fuel transport.

"Engineered Mineral Hydrogen is a promising new primary energy source for regions with iron-rich rock, like at Pipestone," said Pierre Levin, CEO and Co-Founder of Vema Hydrogen. "Now with validated rock samples and permitting in place, we have a clear path to advance EMH at Pipestone and to expand the model across North America."

Awaruite (Ni₃Fe) is a naturally occurring, magnetic nickel-iron-cobalt alloy (Ni-Fe-Co). The U.S. Geological Survey has identified awaruite as a potential solution to nickel concentrate shortages, noting that it is much easier to concentrate than pentlandite, the principal nickel sulphide. Its magnetic, metallic nature allows recovery by both magnetic separation and flotation, without the smelting, roasting, or acid leaching that conventional nickel ores require.  CONTINUED… Read this and more news for First Atlantic Nickel at:  https://www.fanickel.com/archive

In other market news of interest today includes:

Total Energy Services Inc. (OTC: TOTZF) (TSX:TOT) recently announced its consolidated financial results for the three months ended March 31, 2026.

Total Energy's results for the three months ended March 31, 2026 reflect continued strong North American demand for natural gas compression and process equipment and the deployment of upgraded drilling and service rigs in Australia and Canada that more than offset a year over year decline in North American drilling and completion activity. Negatively impacting first quarter financial results was a $6.5 million year over year increase in share-based compensation expense due to the 52% increase in the Company's share price during the first quarter of 2026. This was partially offset by a $2.9 million year over year increase on the gain on sale of property, plant and equipment following the sale of certain well servicing equipment in the United States in February 2026.

Exxon Mobil Corporation (NYSE: XOM) recently announced its Board of Directors has unanimously recommended shareholders approve changing the company's legal domicile from New Jersey to Texas. The Board concluded that aligning ExxonMobil's legal domicile with where its leadership and core operations have been based since 1989 will benefit shareholders.

"Over the past several years, Texas has made a noticeable effort to embrace the business community. In doing so, it has created a policy and regulatory environment that can allow the company to maximize shareholder value," said Darren Woods, ExxonMobil chairman and chief executive officer. "Aligning our legal home with our operating home, in a state that understands our business and has a stake in the company's success, is important."

In making its recommendation, the Board considered Texas' legal and regulatory environment, including its modernized business statutes and the Texas Business Court, which is designed to resolve complex disputes efficiently. When corporate decisions are challenged, Texas courts are required to apply clear, statute based standards, which support sound decision-making.

Chevron U.S.A. Inc., a subsidiary of Chevron Corporation (NYSE: CVX), recently announced the introduction of next-generation Techron®, a reformulated version of its proprietary gasoline additive designed to provide greater protection for engines from harmful deposits caused by lower quality fuels, supporting long-term engine performance.

Techron has been trusted by drivers for decades as part of Chevron- and Texaco-branded gasolines. The latest reformulation reflects Chevron's continued investment in fuel quality and scientific testing to help ensure its fuels meet the needs of today's engines and driving conditions.

"Fuel technology never stands still," said Andy Walz, president, Chevron Downstream, Midstream and Chemicals. "This new Techron formulation builds on what drivers already expect from our branded fuels – clean engines, reliable performance and confidence at the pump – while reinforcing our continued focus on science based innovation."

Brookfield Renewable Partners L.P. (NYSE: BEP) recently reported financial results for the three months ended March 31, 2026.

"We had a strong start to the year, delivering record financial results, advancing our growth priorities and strengthening our balance sheet. The quarter was highlighted by our acquisition of Boralex, a global, listed renewable platform with a significant operating base and a large, de-risked development pipeline that complements our existing business and where we are uniquely positioned to accelerate growth and create value," said Connor Teskey, CEO of Brookfield Renewable.

He added, "We also continue to increase our development activities, advance key workstreams to support new nuclear deployment at Westinghouse, and scale our capital recycling strategy, agreeing to sell nearly $3 billion of assets this quarter alone. Growing energy demand is now occurring alongside a renewed focus on energy security. In an environment with strong demand for low-cost, quick to market, and increasingly locally sourced energy, we are well positioned to deliver sustainable long-term cash flow growth for our investors."

DISCLAIMER: MarketNewsUpdates.com (MNU) is a third party publisher and news dissemination service provider, which disseminates electronic information through multiple online media channels. MNU is NOT affiliated in any manner with any company mentioned herein. MNU and its affiliated companies are a news dissemination solutions provider and are NOT a registered broker/dealer/analyst/adviser, holds no investment licenses and may NOT sell, offer to sell or offer to buy any security. MNU'S market updates, news alerts and corporate profiles are NOT a solicitation or recommendation to buy, sell or hold securities. The material in this release is intended to be strictly informational and is NEVER to be construed or interpreted as research material. All readers are strongly urged to perform research and due diligence on their own and consult a licensed financial professional before considering any level of investing in stocks.  All material included herein is republished content and details which were previously disseminated by the companies mentioned in this release. MNU is not liable for any investment decisions by its readers or subscribers. Investors are cautioned that they may lose all or a portion of their investment when investing in stocks. This press release was distributed on behalf of First Atlantic Nickel Corp. For current services performed MNU has been compensated twenty five hundred dollars for news coverage of the current press releases issued by First Atlantic Nickel Corp. by a non-affiliated third party. FNM & MNU HOLD NO SHARES OF ANY COMPANY NAMED IN THIS RELEASE.

This release contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E the Securities Exchange Act of 1934, as amended and such forward-looking statements are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. "Forward-looking statements" describe future expectations, plans, results, or strategies and are generally preceded by words such as "may", "future", "plan" or "planned", "will" or "should", "expected," "anticipates", "draft", "eventually" or "projected". You are cautioned that such statements are subject to a multitude of risks and uncertainties that could cause future circumstances, events, or results to differ materially from those projected in the forward-looking statements, including the risks that actual results may differ materially from those projected in the forward-looking statements as a result of various factors, and other risks identified in a company's annual report on Form 10-K or 10-KSB and other filings made by such company with the Securities and Exchange Commission. You should consider these factors in evaluating the forward-looking statements included herein, and not place undue reliance on such statements. The forward-looking statements in this release are made as of the date hereof and MNU undertakes no obligation to update such statements.

Contact Information:

Media Contact email: [email protected] - +1(561)486-1799

SOURCE Market News Updates