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NextEra Energy (NYSE:NEE | NEE Price Prediction) and Brookfield Renewable Partners (NYSE:BEP) both posted Q1 2026 results that sharpen a long-running income debate.

NextEra leaned on its Florida utility and a swelling renewables backlog. Brookfield leaned on hydro cash flow and a Westinghouse-driven nuclear push, while a derivatives mark dragged GAAP earnings. For dividend investors, the two now offer very different flavors of the same clean-power thesis.

Florida Utility Cash vs. Global Hydro Cash NextEra’s Q1 was clean. Adjusted EPS came in at $1.09, up 10% YoY, on revenue of $6.70B. Florida Power & Light added roughly 100,000 customers and brought about 600 MW of new solar online, while NextEra Energy Resources booked a record origination quarter with 4 GW added to a backlog now near 33 GW.

CEO John Ketchum told investors NextEra expects “to grow adjusted earnings per share at a compound annual growth rate of 8%+ through 2032″. That is the kind of visibility income buyers pay up for.

Brookfield’s quarter looked messier on the surface. GAAP net loss hit $295M, weighed by a $193M mark-to-market hit on long-term power derivatives. Underneath, proportionate FFO reached $375M, or $0.55 per unit, up 19% YoY, and the business commissioned roughly 1,800 MW of new capacity.

Connor Teskey framed the tone plainly, citing “the multi-decade trends of reindustrialization and electrification” amplified by data centers. Hydroelectric alone contributed $712M in revenue, the closest thing in renewables to a utility annuity.

The Dividend Math Is Not Close Dividend Lens NEE BEP Quarterly payout $0.6232 $0.392 Indicated yield 2.64% 4.89% Growth target ~10% through 2026, then 6% through 2028 5% to 9% annually Structure C-corp, 1099 LP, K-1 Brookfield pays you more today. NextEra grows the check faster and does not saddle you with a K-1. The current quarterly step from $0.5665 in 2025 to $0.6232 in 2026 shows NextEra still walking that 10% path.

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Brookfield moved from $0.373 to $0.392, a solid mid-single-digit bump backed by a 12-year weighted-average contract duration and 92% contracted revenue for the rest of 2026.

What I Am Watching Into 2027 For NextEra, I want to see the 9.5 GW of new gas-fired generation tied to the U.S.-Japan trade deal move from press release to concrete, and the Duane Arnold nuclear restart deliver its expected $0.16 in annual adjusted EPS.

For Brookfield, the Boralex acquisition, the 3,000 MW Google hydro framework, and Westinghouse’s AP1000 push will determine whether that 12% to 15% long-term total return target holds. Rising corporate borrowings, now $4.8B versus $3.7B, deserve attention too.

Why I Lean NEE for Sleep-at-Night Income If I am building a core dividend position and I want to stop thinking about it, I take NextEra. The regulated FPL earnings base, a beta of 0.667, and a clear 8%-plus EPS runway through 2032 give me a rare mix of yield growth and stability. The 18.64% one-year return is a welcome tailwind on top of the thesis.

If I already own steady utilities and I want a higher current payout with more upside variance, Brookfield fits, especially given its 22.14% YTD move and Westinghouse optionality. I would not own it in a taxable account without accepting the K-1 friction. For most income investors I talk to, NextEra remains the cleaner dividend stock today.

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Brookfield Renewable Partners (BEP +0.75%) and Brookfield Renewable Corporation (BEPC -3.75%) announced their intention to simplify their corporate structure. Their infrastructure siblings, Brookfield Infrastructure Partners (BIP +1.87%) and Brookfield Infrastructure Corporation (BIPC -0.54%), also announced the same intention. The moves would create two publicly traded corporations: one focused on renewable energy (Brookfield Renewable Partners) and another on infrastructure (Brookfield Infrastructure Partners).

Here’s a look at what these corporate simplifications mean for dividend investors.

Image source: Getty Images.

The benefits of simplifyingBrookfield Corporation (BN -0.64%), the parent company of these entities, initially created the economically equivalent corporate twins (BEPC and BIPC) to provide investors with greater access to its publicly traded operating companies. Some investors don’t like holding partnerships because they issue Schedule K-1 Federal tax forms, which adds some tax complexity. Additionally, partnerships aren't eligible for investment in most retirement accounts and inclusion in most indexes. While the creation of these corporate entities helped broaden their investment appeal, it didn't solve all the problems.

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By simplifying their corporate structures into publicly traded corporations, Brookfield expects to reap several benefits, including:

Increased trading liquidity through a single listed entity.Increased demand from indexes and the exchange-traded funds (ETFs) that track them.Simplified investor analysis.Eliminating partnership tax reporting for BEP and BIP unitholders.If security holders approve the moves, all investors will receive newly issued shares of the new corporation (BEP for current Brookfield Renewable investors and BIP for existing Brookfield Infrastructure holders). Investors will see no change to their current dividend levels (preserving their roughly 4.5% yields). Meanwhile, both companies will remain in a strong position to continue growing their dividends (5% to 9% annual growth targets) and long-term shareholder value.

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Following a successful blueprintThe simplification announcements likely didn’t come as a surprise to investors who follow Brookfield Corporation or any of its operating companies. The leading global investment firm is currently undergoing its own simplification by recombining with its insurance business (Brookfield Wealth Solutions). It announced plans to streamline its corporate structure earlier this year, which shareholders recently approved. It expects to close the simplification by year-end. Simplifying will enhance its capital efficiency and flexibility and better support its expansion.

That move followed the successful conversion of Brookfield Business Partners and Brookfield Business Corporation into a single listed corporate entity. In the company’s first-quarter letter to shareholders, CEO Bruce Flatt wrote, “The dominance of index investing, strong shareholder support, and a positive market response have reinforced our view that simpler structures with larger market capitalizations are now the most effective way to position these businesses.” That led Brookfield to evaluate similar simplification plans of its listed infrastructure and renewable energy entities, which it’s now progressing.

Making it simpler for dividend investorsBrookfield Corporation is simplifying the structures of its renewable energy and infrastructure operating companies. That will eliminate the burdensome tax reporting for dividend investors who currently hold units of either partnership. Meanwhile, it will provide income-seekers with a simple investment option focused on either infrastructure or renewable energy. That will benefit investors over the long run as it will become much easier to invest in these top high-yield dividend stocks, which will be in an even stronger position to grow their payouts and shareholder value going forward.

Matt DiLallo has positions in Brookfield Corporation, Brookfield Infrastructure, Brookfield Infrastructure Partners, Brookfield Renewable, and Brookfield Renewable Partners and has the following options: short July 2026 $40 puts on Brookfield Corporation. The Motley Fool has positions in and recommends Brookfield Corporation and Brookfield Wealth Solutions. The Motley Fool recommends Brookfield Infrastructure Partners, Brookfield Renewable, and Brookfield Renewable Partners. The Motley Fool has a disclosure policy.

This news release constitutes a “designated news release” for the purposes of the prospectus supplement dated November 19, 2025 to the short form base shelf prospectus of Brookfield Infrastructure Corporation and Brookfield Infrastructure Partners L.P. dated January 29, 2025

BROOKFIELD, News, July 21, 2026 (GLOBE NEWSWIRE) -- Brookfield Infrastructure Partners L.P. (NYSE: BIP; TSX: BIP.UN) (“BIP”) and Brookfield Infrastructure Corporation (NYSE: BIPC; TSX: BIPC) (“BIPC”, and together with BIP, “Brookfield Infrastructure”) today announced that it has approved plans to simplify its corporate structure (the “Simplification”) by converting BIP and BIPC into one publicly traded corporation, Brookfield Infrastructure Partners Inc. (“BIP Inc.”).  

“We are proud to mark the next chapter in Brookfield Infrastructure Partners’ evolution as a public company,” said Sam Pollock, Chief Executive Officer of Brookfield Infrastructure. “The simplification is designed to broaden our investor base, support increased index demand and make Brookfield Infrastructure easier to own through a traditional corporate structure. This transaction is expected to drive long-term value for all securityholders.”

Benefits of a Simplified Structure

Brookfield Infrastructure expects the Simplification to be tax-deferred for Canadian and U.S. investors and completed without any meaningful cost to the business, while providing securityholders with the following benefits, among others:

Improved consolidated trading liquidity through a single listed security;Increased demand from current indices and potential additional index inclusion;Stronger alignment with long-term capital allocation trends toward indexable and ETF-eligible corporate securities;Simplified investor analysis, screening, and benchmarking through a single listed reporting entity;Broader access to a larger pool of investors who prefer corporate structures;Enhanced governance framework and voting rights for public securityholders; andFor BIP unitholders, elimination of onerous partnership tax reporting forms and preferential dividend tax rates for many Canadian and U.S. taxable investors. Corporate Simplification Details

Under the terms of the Simplification, upon receipt of approval from BIP unitholders, all outstanding limited partnership units of BIP, other than preferred units, will, together with certain related exchangeable securities, be exchanged on a one-for-one basis for newly issued shares of BIP Inc.

BIPC shareholders will separately be asked to approve the Simplification, pursuant to which their class A exchangeable subordinate voting shares in BIPC (the “BIPC exchangeable shares”) will be exchanged for new shares of BIP Inc. on a one-for-one basis. If BIPC shareholders vote in favor of the Simplification, the exchange can also be completed on a tax-deferred basis. If BIPC shareholders do not approve the Simplification, the BIPC exchangeable shares will remain outstanding and become exchangeable, on a one-for-one basis, for newly issued shares of BIP Inc., rather than being exchangeable for units of BIP as they are today.

Completion of the exchange of BIP limited partnership units for shares of BIP Inc. is not conditional on BIPC shareholder approval.

Special meetings of BIP unitholders and BIPC shareholders will be held on October 14, 2026, and securityholders of record as of the close of business on August 21, 2026 will be entitled to vote at the applicable meeting. The Simplification will be implemented by way of a court-approved plan of arrangement and will be subject to customary regulatory approvals for a transaction of this nature, including approval for the listing of BIP Inc.’s shares on the New York Stock Exchange and Toronto Stock Exchange. Following securityholder approval, Brookfield Infrastructure expects to complete the Simplification in the fourth quarter of 2026.

There will be no change to Brookfield’s ownership of Brookfield Infrastructure as a result of the Simplification. BIP’s preferred units and public debt will remain outstanding and unaffected by the Simplification.

Brookfield Asset Management’s management fee and incentive distribution arrangements will continue in a manner consistent with Brookfield Infrastructure’s existing arrangements.

The Board of Directors of each of BIP and BIPC, based in part on the unanimous recommendations of their respective special committees (consisting entirely of independent directors) and the fairness opinions received from Scotiabank, unanimously determined that the Simplification is in the best interests of BIP and BIPC, respectively, and have unanimously resolved to approve the Simplification and recommend that BIP unitholders and BIPC shareholders vote in favor of the Simplification.

Torys LLP is acting as legal advisor to Brookfield Infrastructure for the Simplification.

Scotiabank is acting as independent financial advisor and Goodmans LLP is acting as independent legal counsel to the special committees of each of BIP and BIPC in connection with the Simplification.

Further information regarding the Simplification, including details on the votes that will be required and the other conditions for closing, will be contained in a joint management information circular of BIP and BIPC.

Copies of the joint management information circular, the arrangement agreement, the plan of arrangement and certain related documents will be filed with the applicable Canadian securities regulators and with the United States Securities and Exchange Commission and will be available on SEDAR+ at https://sedarplus.ca and on EDGAR at https://sec.gov.

About Brookfield Infrastructure

Brookfield Infrastructure is a leading global infrastructure company that owns and operates high-quality, long-life assets in the utilities, transport, midstream and data sectors across the Americas, Asia Pacific and Europe. We are focused on assets that have contracted and regulated revenues that generate predictable and stable cash flows. Investors can access its portfolio either through Brookfield Infrastructure Partners L.P. (NYSE: BIP; TSX: BIP.UN), a Bermuda-based limited partnership, or Brookfield Infrastructure Corporation (NYSE, TSX: BIPC), a Canadian corporation. Further information is available at https://bip.brookfield.com.

Brookfield Infrastructure is the flagship listed infrastructure company of Brookfield Asset Management, a global alternative asset manager, headquartered in New York with over $1 trillion of assets under management. For more information, go to https://brookfield.com.

Contact Information

This news release does not constitute an offer to sell or a solicitation of an offer to buy any securities and shall not constitute an offer, solicitation or sale in any state or jurisdiction in which such an offer, solicitation or sale would be unlawful. Any securities to be issued in the transaction will not be registered under the United States Securities Act of 1933, as amended (the “U.S. Securities Act”), or the securities laws of any state of the United States, and any securities issued in connection with the transaction are anticipated to be issued in reliance upon the exemption from the registration requirements of the U.S. Securities Act provided for by Section 3(a)(10) thereof and in accordance with applicable state securities laws.

Cautionary Statement Regarding Forward-looking Statements

This news release may contain “forward-looking information” within the meaning of Canadian securities laws and “forward-looking statements” within the meaning of applicable U.S. securities laws. The words “will”, “target”, “future”, “growth”, “expect”, “believe”, “may”, derivatives thereof and other expressions which are predictions of or indicate future events, trends or prospects and which do not relate to historical matters, identify the above mentioned and other forward-looking statements. Forward-looking statements or information in this news release include statements with respect to the Simplification and the special meetings of the unitholders of BIP and the shareholders of BIPC.

Although Brookfield Infrastructure believes that these forward-looking statements and information are based upon reasonable assumptions and expectations, the reader should not place undue reliance on them, or any other forward-looking statements or information in this news release. The future performance and prospects of Brookfield Infrastructure, and the completion of the Simplification, are subject to a number of known and unknown risks and uncertainties, which could cause actual results to differ materially from those contemplated or implied by the forward-looking statements or information in this news release. Such risks and factors are described in the documents filed by Brookfield Infrastructure with the securities regulators in Canada and the United States including under “Risk Factors” in the most recent Annual Report on Form 20-F of BIP and in the most recent Annual Report on Form 20-F of BIPC, and other risks and factors that are described therein. Certain risks and uncertainties specific to the proposed Simplification will be further described in the joint management information circular of BIP and BIPC to be delivered to security holders in advance of the special meetings. Except as required by law, Brookfield Infrastructure undertakes no obligation to publicly update or revise any forward-looking statements or information, whether as a result of new information, future events or otherwise.

Any statements contained herein with respect to tax consequences are of a general nature only and are not intended to be, nor should they be construed to be, legal or tax advice to any person, and no representation with respect to tax consequences is made. Unitholders and shareholders are urged to consult their tax advisors with respect to their particular circumstances.

LXP Industrial Trust shareholders to receive $61.20 per share in cash

Purchase price represents a 12.3% premium to the 30-day VWAP and a 19.8% premium to the 90-day VWAP

NEW YORK and TORONTO and WEST PALM BEACH, Fla., July 20, 2026 (GLOBE NEWSWIRE) -- Brookfield Asset Management (NYSE: BAM, TSX: BAM) (“Brookfield”), together with Canada Pension Plan Investment Board (“CPP Investments”), and LXP Industrial Trust (NYSE: LXP) (“LXP” or the “Company”), today announced that they have entered into a definitive merger agreement under which Brookfield and CPP Investments (collectively, “Buyer”) will acquire LXP in an all-cash transaction valued at approximately $5.2 billion, including net debt and preferred equity.

LXP owns one of the largest portfolios of modern warehouse and logistics facilities in the United States, comprising approximately 53 million square feet across 108 properties in attractive industrial markets in the Sunbelt and Midwest. The portfolio is characterized by modern assets, strong occupancy and long-duration leases that generate durable cash flows and is well positioned to benefit from the demand for high-quality, well-located logistics properties.

Thomas W. Eglin, Jr., Chairman and Chief Executive Officer of LXP, said “This transaction is the culmination of the LXP team’s successful execution of our strategic plan to transform LXP into a pure-play industrial REIT, curate a best-in-class portfolio, and implement our development program. The LXP Board unanimously determined that this transaction with Brookfield and CPP Investments fully maximizes value for our shareholders.”

“LXP has assembled a high-quality industrial portfolio with modern logistics assets in attractive markets,” said Lowell Baron, Chief Executive Officer of Brookfield Real Estate. “The acquisition aligns with our strategy of investing in high-quality real estate with durable cash flows and opportunities to create value through active asset management. We’re excited to partner with CPP Investments and build on LXP’s strong foundation.”

“The industrial sector, particularly in the U.S., continues to offer attractive long-term investment opportunities, supported by structural demand drivers including domestic manufacturing, evolving global supply chains and population growth across key Sunbelt markets,” said Sophie van Oosterom, Managing Director, Head of Real Estate at CPP Investments. “We look forward to partnering with Brookfield and combining their operating expertise with a well-positioned portfolio to generate sustainable investment returns for the CPP Fund in the interests of CPP contributors and beneficiaries.”

Under the terms of the definitive merger agreement, LXP shareholders will receive $61.20 per share in cash, which represents a 12.3% premium to LXP’s 30-day volume weighted average price (“VWAP”) and 19.8% premium to LXP’s 90-day VWAP, in each case for the period ended July 17, 2026.

Transaction Details

The transaction has been unanimously approved by LXP’s Board of Trustees and is expected to close in the fourth quarter of 2026, subject to approval by LXP’s shareholders and satisfaction of other customary closing conditions. The transaction is not subject to a financing condition.

The definitive agreement includes a 40-day “go-shop” period expiring at 11:59 p.m. New York City time on August 28, 2026, during which time LXP, with the assistance of its advisors, may actively solicit and consider alternative acquisition proposals and engage in discussions with third parties. Subject to the terms and conditions of the definitive agreement, including notice and negotiation rights in favor of Buyer, LXP may terminate the transaction and the definitive agreement to enter into a transaction that constitutes a superior proposal, subject to the payment of a termination fee.

There can be no assurance that the solicitation process will result in a superior proposal or that any other transaction will be approved or completed. LXP does not intend to disclose developments with respect to this solicitation process unless and until its Board determines such disclosure is appropriate or otherwise required.

Under the terms of the definitive merger agreement, LXP has agreed to suspend payment of common share dividends until the earlier of the closing of the transaction or the termination of the definitive agreement.

Subject to and upon completion of the transaction, LXP’s shares will no longer trade on the New York Stock Exchange and LXP will become a privately-held company.

LXP’s Second Quarter 2026 Results

LXP intends to release its second quarter 2026 financial results as scheduled on July 29, 2026. In light of the pending transaction, LXP does not intend to continue hosting conference calls or webcasts to discuss its quarterly financial results.

Advisors

BofA Securities, Inc. is acting as lead financial advisor, J.P. Morgan Securities LLC is acting as co-financial advisor and Hogan Lovells Cadwalader US LLP is serving as legal advisor to LXP.

Citigroup Global Markets Inc. and Morgan Stanley & Co. LLP are serving as financial advisors and Gibson, Dunn & Crutcher LLP and Thompson Hine LLP are serving as legal advisors to Brookfield and CPP Investments, with DLA Piper LLP serving as legal advisor to CPP Investments in connection with certain aspects of the transaction. Dechert LLP is acting as legal advisor to Citigroup Global Markets Inc. and Morgan Stanley & Co LLP.

About Brookfield Asset Management
Brookfield Asset Management Ltd. (NYSE, TSX: BAM) is a leading global alternative asset manager, headquartered in New York, with over $1 trillion of assets under management across infrastructure, energy, private equity, real estate, and credit. We invest client capital for the long-term with a focus on real assets and essential service businesses that form the backbone of the global economy. We offer a range of alternative investment products to investors around the world — including public and private pension plans, endowments and foundations, sovereign wealth funds, financial institutions, insurance companies and private wealth investors. We draw on Brookfield’s heritage as an owner and operator to invest for value and generate strong returns for our clients, across economic cycles.

For more information, please visit our website at www.bam.brookfield.com.

About CPP Investments
Canada Pension Plan Investment Board (CPP Investments™) is a professional investment management organization that manages the Canada Pension Plan Fund in the best interests of the more than 22 million contributors and beneficiaries. In order to build diversified portfolios of assets, we make investments around the world in public equities, private equities, real estate, infrastructure and fixed income. Headquartered in Toronto, with offices in Hong Kong, London, Mumbai, New York City, São Paulo and Sydney, CPP Investments is governed and managed independently of the Canada Pension Plan at arm’s length from governments. At March 31, 2026, the Fund totaled $793.3 billion. For more information, please visit www.cppinvestments.com or follow us on LinkedIn, Instagram or on X @CPPInvestments.

About LXP Industrial Trust

LXP Industrial Trust (NYSE: LXP) is a publicly traded real estate investment trust (REIT) focused on Class A warehouse and distribution investments in 12 target markets across the Sunbelt and Midwest. LXP seeks to expand its warehouse and distribution portfolio through acquisitions, build-to-suit transactions, sale-leaseback transactions, development projects and other transactions. For more information, please visit LXP’s website at www.lxp.com.

Additional Information and Where to Find It

In connection with the proposed transaction, the Company intends to file with the Securities and Exchange Commission (“SEC”) a proxy statement on Schedule 14A. Promptly after filing its definitive proxy statement with the SEC (if and when it becomes available), the Company will mail the definitive proxy statement and a proxy card to each shareholder entitled to vote at the special meeting relating to the proposed transaction. This communication is not a substitute for the proxy statement or any other document which the Company may file with the SEC. INVESTORS AND SHAREHOLDERS OF THE COMPANY ARE URGED TO READ THE PROXY STATEMENT (INCLUDING ANY AMENDMENTS OR SUPPLEMENTS THERETO) AND ANY OTHER RELEVANT DOCUMENTS IN CONNECTION WITH THE PROPOSED TRANSACTION THAT THE COMPANY FILES WITH THE SEC WHEN THEY BECOME AVAILABLE BECAUSE THEY WILL CONTAIN IMPORTANT INFORMATION ABOUT THE PROPOSED TRANSACTION. The proposals for consideration by the Company’s shareholders regarding the proposed transaction will be made solely through the proxy statement. The definitive proxy statement, the preliminary proxy statement and any other documents filed by the Company with the SEC (when available) may be obtained free of charge at the SEC’s website at www.sec.gov or by accessing the Investor Relations section of the Company’s website at www.lxp.com or by contacting the Company’s Investor Relations team by email at [email protected].

Participants in the Solicitation

This communication does not constitute a solicitation of a proxy, an offer to purchase or a solicitation of an offer to sell any securities. The Company and certain of its trustees and executive officers may be deemed to be participants in the solicitation of proxies from the Company’s shareholders with respect to the proposed transaction. Information about the Company’s trustees and executive officers and their ownership of the Company’s securities is set forth in the Company’s definitive proxy statement on Schedule 14A for its 2026 annual meeting of shareholders, filed with the SEC on April 3, 2026, and subsequent documents filed with the SEC. Additional information regarding the identity of participants in the solicitation of proxies, and a description of their direct or indirect interests in the proposed transaction, by security holdings or otherwise, will be set forth in the definitive proxy statement and other materials to be filed with the SEC in connection with the proposed transaction when they become available. Free copies of these documents may be obtained as described in the preceding paragraph.

Cautionary Statement Regarding Forward-Looking Statements

Certain statements contained herein, other than historical fact, regarding the proposed transaction, including any statements regarding the expected timetable for completing the proposed transaction and benefits of the proposed transaction, and any other statements regarding the Company’s future expectations, beliefs, plans, objectives, financial conditions, assumptions or future events or performance that are not historical, may be considered “forward-looking statements” within the meaning of Section 27A of the Securities Act and Section 21E of the Exchange Act and are intended to be covered by the safe harbor provided by the same. These statements are based on management’s current expectations and beliefs and are subject to a number of trends and uncertainties. No forward-looking statement is intended to, nor shall it, serve as a guarantee of future performance. You can identify the forward-looking statements by the use of words such as “may,” “will,” “would,” “could,” “should,” “expect,” “intend,” “anticipate,” “estimate,” “believe,” “continue,” "seek," "endeavor," and other similar terms and phrases. Forward-looking statements are subject to various risks and uncertainties and factors that could cause actual results to differ materially from the Company’s expectations, and you should not rely on forward-looking statements since they involve known and unknown risks, uncertainties and other factors, which are, in some cases, beyond the Company’s control and could materially affect the Company’s results of operations, financial condition, cash flows, performance or future achievements or events. Some of the factors that may affect outcomes and results include, but are not limited to: (i) risks associated with the Company’s ability to obtain the shareholder approval required to consummate the proposed transaction and the timing of the closing of the proposed transaction, including the risks that a condition to closing would not be satisfied within the expected timeframe or at all or that the closing of the proposed transaction would not occur, (ii) the outcome of any legal proceedings that may be instituted against the parties and others related to the merger agreement and the costs related to such proceedings, (iii) the risk that shareholder litigation or other proceedings in connection with the proposed transaction may affect the timing or occurrence of the proposed transaction or result in significant costs of defense, indemnification and liability, (iv) unanticipated difficulties or expenditures relating to the proposed transaction, the response of the Company’s tenants, business partners and competitors to the announcement of the proposed transaction, potential difficulties with the Company’s ability to retain and hire key personnel and maintain its business relationships, including those with tenants and other third parties, as a result of the proposed transaction, and/or potential difficulties in employee retention as a result of the announcement and pendency of the proposed transaction, (v) changes affecting the real estate industry and changes in market and economic conditions, including tariffs, geopolitical tensions and elevated inflation and interest rates that may adversely impact the Company or its tenants, (vi) increased or unanticipated competition in the real estate market, (vii) the uncertainties of real estate development, acquisition and disposition activity, (viii) maintenance of real estate investment trust status, (ix) fluctuations in interest rates and the costs and availability of financing, (x) dependence on tenants’ financial condition, (xi) the occurrence of any event, change or other circumstance or condition that could give rise to the termination of the merger agreement, (xii) the ability to recognize the anticipated benefits of the proposed transaction and (xiii) the risk that the Company’s stock price may decline significantly if the proposed transaction is not consummated. Additional factors include those described under the section entitled Item 1A. “Risk Factors” of Part I of the Company’s 2025 Annual Report on Form 10-K, as filed with the SEC on February 12, 2026, a copy of which is available at www.sec.gov. The Company undertakes no obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future events or otherwise, except as required by law.

Contacts

Brookfield Contact

Laura Montross
Communications
508-769-5942
[email protected]

CPP Investments Contact

Frank Switzer
Public Affairs & Communications
416-523-8039
[email protected]

LXP Contact

Investors
Heather Gentry
212-692-7219
[email protected]

Media
Andrew Siegel/Lucas Pers
Joele Frank, Wilkinson Brimmer Katcher
212-355-4449

July 16, 2026 20:27 ET  | Source: Brookfield Corporation

BROOKFIELD, NEWS, July 16, 2026 (GLOBE NEWSWIRE) -- Brookfield Corporation (“Brookfield”) (NYSE: BN, TSX: BN) today announced that the transaction to simplify its corporate structure (the “Transaction”) received shareholder approval at its annual and special meeting of shareholders held on July 16, 2026 (the “Meeting”). Upon completion of the Transaction, Brookfield Corporation Ltd., which will be listed on the TSX and NYSE under the symbol “BN”, will be the new parent entity of the group. Completion of the Transaction is subject to customary conditions and is expected to close by year-end, subject to receipt of all applicable regulatory approvals. 

In addition, Brookfield announced that all eight nominees proposed for election to the board of directors by holders of Class A Limited Voting Shares (“Class A Shares”) and all eight nominees proposed for election to the board of directors by the holder of Class B Limited Voting Shares (“Class B Shares”) were elected at the Meeting. Detailed results of the vote for the election of directors are set out below.

Management received the following proxies from holders of Class A Shares in regard to the election of the eight directors nominated by this shareholder class:

Director NomineeVotes For%Votes Withheld%M. Elyse Allan1,670,838,79199.3311,198,8480.67Ang Eng Seng1,680,919,87199.931,117,7680.07Janice Fukakusa1,654,108,19598.3427,929,4441.66Maureen Kempston Darkes1,642,627,74197.6639,409,8982.34Frank J. McKenna1,528,459,76790.87153,577,8729.13Hutham S. Olayan1,666,734,57699.0915,303,0630.91Satish C. Rai1,675,269,58799.606,768,0520.40Diana L. Taylor1,594,363,48294.7987,674,1575.21      Management received a proxy from the holder of Class B Shares to vote all 85,120 Class B Shares for each of the eight directors nominated by this shareholder class:

Director NomineeVotes For %Howard S. Marks100.0Rafael Miranda100.0Lord O'Donnell100.0Jeffrey M. Blidner100.0Jack L. Cockwell100.0Bruce Flatt100.0Brian D. Lawson100.0Samuel J.B. Pollock100.0   A summary of all votes cast by holders of the Class A Shares and Class B Shares represented at the Meeting is available on EDGAR at www.sec.gov/edgar or SEDAR+ at www.sedarplus.ca.

About Brookfield Corporation

Brookfield Corporation is a leading global investment firm focused on building long-term wealth for institutions and individuals around the world. We have three core businesses: Asset Management, Wealth Solutions, and our Operating Businesses which are in infrastructure, energy, private equity, and real estate.

We have a track record of delivering 15%+ annualized returns to shareholders for over 30 years, supported by our unrivaled investment and operational experience. Our conservatively managed balance sheet, extensive operational experience, and global sourcing networks allow us to consistently access unique opportunities. At the center of our success is the Brookfield Ecosystem, which is based on the fundamental principle that each group within Brookfield benefits from being part of the broader organization. Brookfield Corporation is publicly traded in New York and Toronto (NYSE: BN, TSX: BN).

For more information, please visit our website at bn.brookfield.com or contact:

Forward-Looking Statements

This news release contains “forward-looking information” within the meaning of Canadian provincial securities laws and “forward-looking statements” within the meaning of applicable U.S. securities laws (collectively, “forward-looking statements”). Forward-looking statements include statements that are predictive in nature, depend upon or refer to future results, events or conditions, and reflect management’s current estimates, beliefs and assumptions, which are based on management’s perception of historical trends, current conditions and expected future developments, as well as other factors management believes are appropriate in the circumstances. Forward-looking statements are typically identified by words such as “expect,” “anticipate,” “believe,” “foresee,” “could,” “estimate,” “intend,” “plan,” “will,” “may” and similar expressions. In particular, the forward-looking statements in this news release include statements regarding the expected closing of the Transaction and receipt of related regulatory approvals.

These forward-looking statements are based on reasonable estimates, beliefs and assumptions, but are subject to significant business, economic, competitive and other risks and uncertainties, described from time to time in Brookfield’s filings with securities regulators in Canada and the United States, that could cause actual results to differ materially from those contemplated or implied by such statements. Readers are cautioned not to place undue reliance on forward-looking statements, which are made as of the date of this news release. Except as required by law, Brookfield undertakes no obligation to publicly update or revise any forward-looking statements.

Beyond the AI Trade: 3 Defensive Stocks Built for StabilityBrookfield NYSE: BN shareholders approved a key transaction resolution at the company’s annual and special meeting, advancing a plan to combine Brookfield Corporation and Brookfield Wealth Solutions Ltd. under a single publicly traded company referred to during the meeting as New BN.

Frank McKenna, chair of Brookfield’s board, said the transaction is intended to “further simplify our corporate structure, create a more capital-efficient platform to support Brookfield’s long-term growth, and open a path to broader global index inclusion.” He described the combination as “the next evolution of Brookfield as a globally diversified and fully integrated insurance and investment organization.”

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3 Stocks to Ride the Manufacturing Sector's Big ComebackThe vote was held pursuant to an order of the Ontario Superior Court of Justice. McKenna said the final court hearing to approve the transaction is scheduled for July 21, 2026, and that the deal is expected to close in late fourth quarter 2026, subject to customary closing conditions, including approval by Brookfield Wealth Solutions shareholders and other legal and regulatory approvals.

Shareholders Approve Core Meeting Items At the formal portion of the meeting, Brookfield shareholders elected 16 directors. The nominees for Class A limited voting shareholders were Elyse Allan, Ang Eng Seng, Janice Fukakusa, Maureen Kempston Darkes, Frank McKenna, Hutham Olayan, Satish Rai and Diana Taylor. The nominees for Class B limited voting shareholders were Howard Marks, Rafael Miranda, Lord Gus O'Donnell, Jeffrey Blidner, Jack Cockwell, Bruce Flatt, Brian Lawson and Sam Pollock.

McKenna said 15 of the 16 nominees had been elected at the prior annual general meeting in June 2025 and were standing for re-election. Ang Eng Seng, a current director, was appointed by the board on Feb. 11, 2026, and stood for re-election at the meeting.

Shareholders also approved the reappointment of Deloitte LLP as Brookfield’s external auditor and authorized the directors to set its remuneration. An advisory resolution on the company’s approach to executive compensation was also carried.

Several resolutions connected to the proposed transaction were also considered, including share option and escrowed stock plans for New BN and Brookfield Canada Corporation, referred to as New BNC. The meeting operator said formal declarations on the New BN share option plan, New BN escrowed stock plan, New BNC escrowed stock plan and New BNC share option plan would be made after the Brookfield Wealth Solutions shareholder meeting later in the day. Final voting results are expected to be posted to SEDAR+.

Brookfield Reports Strong 12-Month Performance Following the formal meeting, Nicholas Goodman, Brookfield’s president and chief financial officer, reviewed the company’s financial performance and strategic priorities. Goodman said Brookfield has built a permanent capital base of $175 billion, which he described as “one of the largest pools of discretionary capital globally.”

Goodman said Brookfield generated $6 billion of distributable earnings over the last 12 months, supported by growth across asset management, wealth solutions and operating businesses. He said the asset management business raised $108 billion of capital across strategies, increasing fee-bearing capital to $614 billion. Fee-related earnings rose 18% to $3.1 billion over the period.

In wealth solutions, Goodman said distributable earnings increased 11% to $1.7 billion. He said insurance assets grew to $180 billion, including the acquisition of Just Group, which added $40 billion of assets and expanded Brookfield’s presence in the U.K. Brookfield also originated $20 billion of annuity sales and deployed $14 billion of float into Brookfield-managed strategies.

Goodman said Brookfield’s operating businesses generated $1.5 billion of distributable earnings, supported by “stable and resilient cash flows.” He also noted that real estate occupancy was above 95% across Brookfield’s super core and core plus portfolios.

Capital Allocation and Growth Outlook Goodman said Brookfield returned $1.5 billion of capital to shareholders over the past year, including $900 million through share repurchases and $600 million through dividends. He said the company completed $170 billion of financings across its businesses and currently has $188 billion of deployable capital, while maintaining an A-minus credit rating at the corporation.

Looking ahead, Goodman said Brookfield is “exceptionally well-positioned” to grow earnings by more than 20% annually over the next five years, before the effects of capital allocation. He said the company expects distributable earnings to grow from $2.54 per share today to $5.85 per share by 2030, consistent with plans outlined at its investor day last September.

Goodman said capital allocation could add another $1.10 per share of earnings over five years, increasing expected distributable earnings to $6.95 per share by 2030. He said Brookfield expects to generate $53 billion of cumulative free cash flow from existing businesses over the next five years, which would be deployed through the company’s centralized capital allocation framework.

Goodman said Brookfield expects wealth solutions insurance assets to grow from $180 billion to $350 billion by 2030 and fee-bearing capital at Brookfield Asset Management to grow to more than $1 trillion. He also said carried interest is reaching “an inflection point” as transaction activity and realizations increase.

Management Highlights Rationale for BN-BWS Combination Goodman said the proposed combination of Brookfield Corporation and Brookfield Wealth Solutions would simplify the corporate structure and allow shareholders to own the full value of both businesses through a single security. He said it would also provide the insurance operations with direct access to the corporation’s permanent capital base, which he described as an incremental $145 billion.

Goodman added that the new structure could create a path toward broader global index inclusion, which over time could broaden Brookfield’s investor base, improve trading liquidity and support greater ownership by passive investment vehicles. He said the transaction is expected to be tax-efficient for most shareholders.

No shareholder questions were submitted during the formal meeting or the management presentation, according to the operator.

About Brookfield (NYSE:BN)Brookfield Corporation NYSE: BN is a global alternative asset manager that specializes in real assets. The company invests in and operates businesses across real estate, infrastructure, renewable power and energy, private equity and credit. Its activities span both ownership and active management of physical assets as well as the operation of investment funds and vehicles that provide institutional and retail investors access to long‑lived, cash‑generating assets.

Brookfield's services include asset management, direct investing, property development and the operation of infrastructure and energy businesses.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

Should You Invest $1,000 in Brookfield Right Now?Before you consider Brookfield, you'll want to hear this.

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A U.S. flag hangs on the front of the New York Stock Exchange before the day's trading starts in New York, U.S., March 16, 2020. REUTERS/Lucas Jackson/File Photo Purchase Licensing Rights, opens new tab

July 15 (Reuters) - Data center provider Csquare (CSQR.N), opens new tab priced its initial public ​offering at $21 per share, Bloomberg News reported ‌on Wednesday, citing sources.

Brookfield (BN.TO), opens new tab the Dallas-based company's backer, is considering buying a portion of the offering, the report ​added.

The Reuters Daily Briefing newsletter provides all the news you need to start your day. Sign up here.

Reuters could not immediately verify the ​report.

Csquare and Brookfield could not immediately be ⁠reached for comment outside regular business hours.

A ​rebound in IPO activity has boosted market sentiment, ​prompting companies to accelerate listings while the market window remains open despite geopolitical uncertainty.

Growing demand for AI computing ​infrastructure has boosted investor interest in data ​center operators, which are expanding capacity to meet demand ‌for ⁠AI workloads.

Founded in 2019, Csquare owns and operates 64 data center sites across 21 metropolitan markets in North America and the UK, providing ​co-location and ​connectivity services ⁠to enterprises, cloud providers and telecommunications companies, according to its IPO ​filing.

The company said it plans to ​use ⁠most of the IPO proceeds to repay debt, with the remainder allocated for general corporate ⁠purposes, ​including acquisitions, working capital and ​capital expenditures.

Reporting by Prakhar Srivastava in Bengaluru and Natalia Bueno ​Rebolledo in Mexico City; Editing by Tasim Zahid

Our Standards: The Thomson Reuters Trust Principles., opens new tab

Brookfield Infrastructure Partners (BIP) remains a Buy, supported by robust cash flow, resilient global assets, and attractive yield despite macro headwinds. BIP reported Q1 AFFO growth to $596M, advanced portfolio recycling, and executed strategic acquisitions, still targeting 12–15%+ IRR and >10% FFO/unit growth. Balance sheet strength is underpinned by long-term, fixed-rate, non-recourse debt and no maturities due in 2026, mitigating interest rate risk.

The trading activity of members of Congress continues to be closely monitored by retail investors, especially when the stocks bought could land deals from committees the members serve on.

Congresswoman’s Trades Get FlaggedCongresswoman Maria Elvira Salazar (R-Fla.) recently disclosed new trades made in June, as reported by the Benzinga Government Trades page.

Among the trades disclosed were the following:

In total, the congresswoman bought BEP stock six times over a three-day stretch with a total purchase of $20,000 to $125,000.

The congresswoman also previously bought BEP stock back in May.

The Nancy Pelosi tracker account on social media flagged the purchase as unusual and a "notable political trade alert."

"The company recently announced it’s exploring a merger, which would open the stock up to millions of new investors. For context, Brookfield Renewable is one of the largest clean energy companies in the world and headquartered in Bermuda. Salazar chairs the committee that oversees U.S. policy in Latin America," PelosiTracker tweeted.

The account also flagged Salazar buying stock in Voyager Technologies Inc (NYSE:VOYG), a defense and space company.

"Voyager builds defense systems and sells them to governments around the world. What makes it interesting is Salazar sits on the House Foreign Affairs Committee. That Committee oversees the State Department, which approves every international arms deal a defense company like Voyager wants to make."

Salazar’s Trading HistoryIn 2024, Salazar made more than $2 million in trades, mostly buys. In 2023, the congresswoman made over $3 million in trades, mostly buys.

Salazar’s committee assignments could create conflicts of interest for several of the stock purchases, including Boeing and GE Aerospace, two stocks that could benefit from increased war activities and an increased defense budget.

Salazar also bought several banking stocks, such as Citigroup and Goldman Sachs. These purchases could be a conflict of interest with her assignment on the Financial Services Committee.

Benzinga will continue to monitor the trading activity of members of Congress for questionable trades.

Photo: W. Scott McGill via Shutterstock

Market News and Data brought to you by Benzinga APIs

© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

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Brookfield Corporation is a large “blue chip” A- rated conglomerate with vast diversified holdings that has performed very well over the last 10 years. Brookfield Finance Perpetual Notes are guaranteed by Brookfield Corporation, so they come with great safety and sell at a huge discount to par for potentially large price gains. Interestingly, BNJ pays interest that is classified as a “qualified dividend,” so it generates a huge after-tax yield not seen from any other BBB-rated investment-grade note.

Brookfield Corporation remains a top compounder, benefiting from secular trends, strong diversification, and robust capital allocation despite recent share price underperformance. BN is strategically positioned to capitalize on megatrends in AI infrastructure, energy addition, and data sovereignty, leveraging record core liquidity of $188.2 billion. Real estate exposure (34% of target carry) could be a portfolio headwind, yet BN continues to recycle assets and sees long-term value in premium properties.

July 02, 2026 06:45 ET  | Source: Brookfield Business Corporation

Date: Friday, July 31, 2026
Time: 10:00am (Eastern Time)

BROOKFIELD, NEWS, July 02, 2026 (GLOBE NEWSWIRE) -- Brookfield Business Corporation will host its Second Quarter 2026 Conference Call & Webcast on Friday, July 31, 2026 at 10:00 a.m. (ET) to discuss results and current business initiatives.

Results will be released on Friday, July 31, 2026 prior to 8:00 a.m. (ET) and will be available following the release on our website at https://bbuc.brookfield.com.

Participants can join by conference call or webcast:

Conference Call

Please pre-register: BBUC2026Q2ConferenceCallUpon registering, you will be emailed a dial-in number and unique PIN. This process will bypass the operator and avoid the queue. Webcast

Please join and register by webcast: BBUC2026Q2WebcastA replay of the webcast will be available on our website. Brookfield Business Corporation (NYSE, TSX: BBUC) is a global owner and operator of vital industrial and business services operations. Our objective is to acquire market-leading businesses for value, execute our operational improvement plans to increase cash flows and recycle capital to compound long-term growth. For more information, please visit https://bbuc.brookfield.com.

Brookfield Business Corporation is the flagship vehicle of Brookfield Asset Management’s Private Equity Group. Brookfield Asset Management is a leading global alternative asset manager with over $1 trillion of assets under management.  

For more information, please contact:

Media:
Marie Fuller
Tel: +44 207 408 8375
Email: [email protected]
Investors:
Alan Fleming
Tel: +1 (416) 645 2736
Email: [email protected]

BROOKFIELD, NEWS, July 02, 2026 (GLOBE NEWSWIRE) -- Brookfield Infrastructure Partners will hold its second quarter 2026 conference call and webcast on Thursday, July 30, 2026, at 9:00 a.m. (ET).

Results will be released that morning before 7:00 a.m. (ET) and will be available on our website at https://bip.brookfield.com.

Participants can join by conference call or webcast.

Conference Call

Please pre-register at: BIP2026Q2ConferenceCallUpon registering, you will be emailed a dial-in number and unique PIN. This process will bypass the operator and avoid the queue. Webcast

Please join and register at: BIP2026Q2Webcast About Brookfield Infrastructure

Brookfield Infrastructure is a leading global infrastructure company that owns and operates high-quality, long-life assets in the utilities, transport, midstream and data sectors across the Americas, Asia Pacific and Europe. We are focused on assets that have contracted and regulated revenues that generate predictable and stable cash flows. Investors can access its portfolio either through Brookfield Infrastructure Partners L.P. (NYSE: BIP; TSX: BIP.UN), a Bermuda-based limited partnership, or Brookfield Infrastructure Corporation (NYSE, TSX: BIPC), a Canadian corporation. Further information is available at https://bip.brookfield.com.

Brookfield Infrastructure is the flagship listed infrastructure company of Brookfield Asset Management, a global alternative asset manager, headquartered in New York with over $1 trillion of assets under management. For more information, go to https://brookfield.com.

Contact Information

NEW YORK, June 26, 2026 (GLOBE NEWSWIRE) -- Brookfield Real Assets Income Fund Inc. (NYSE: RA) (the “Fund”) today announced that its Board of Directors (the “Board”) declared the Fund’s monthly distributions for July, August and September 2026.

Q3 2026 Distribution Schedule

MonthRecord DateEx-Dividend DatePayable DateAmount per ShareJuly 2026July 9, 2026July 9, 2026July 23, 2026$0.1180August 2026August 6, 2026August 6, 2026August 20, 2026$0.1180September 2026September 10, 2026September 10, 2026September 24, 2026$0.1180      Shares purchased on or after the applicable ex-distribution dates will not receive the distributions discussed above. Distributions may include net investment income, capital gains and/or return of capital. Any portion of the Fund’s distributions that is a return of capital does not necessarily reflect the Fund’s investment performance and should not be confused with “yield” or “income.” The Fund’s Section 19a-1 Notice, if applicable, contains additional distribution composition information and may be obtained by visiting https://privatewealth.brookfield.com/fund/brookfield-real-assets-income-fund-inc. The tax status of distributions will be determined at the end of the taxable year. Based on current estimates, it is anticipated that a portion of the distributions paid in calendar year 2026 will be treated for U.S. federal income tax purposes as a return of capital. The final determination of the tax status of those 2026 distributions will be made in early 2027 and provided to stockholders on Form 1099-DIV. Please contact your financial advisor with any questions.

Brookfield Real Assets Income Fund Inc. is managed by Brookfield Public Securities Group LLC. The Fund uses its website as a channel of distribution of material information about the Fund. Financial and other material information regarding the Fund is routinely posted on and accessible at https://privatewealth.brookfield.com/fund/brookfield-real-assets-income-fund-inc

Media enquiries
Rachel Wood:  E [email protected]  |  T (212) 613-3490
Investor Relations:  E [email protected]  |  T (855) 777-8001

Investing involves risk; principal loss is possible. Past performance is not a guarantee of future results.
Brookfield Real Assets Income Fund Inc. is distributed by Foreside Fund Services, LLC.

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SummaryBrookfield Infrastructure Partners offers a 5% yield with strong, inflation-indexed, recession-resistant cash flows and a 17-year distribution growth record.BIP trades at just 10x 2026 FFO, falling to 8x by 2028, with predictable earnings and significant upside from its fast-growing data segment.The data platform, now 16% of assets, grew FFO 46% last quarter, and BIP maintains robust liquidity, low recourse debt, and disciplined capital recycling.I am buying the current pullback near $35–36, as the market underappreciates BIP’s growth, especially in data and AI infrastructure. PM Images/DigitalVision via Getty Images

Brookfield Infrastructure Partners Coverage In a market with pretty insane valuations—with the Shiller P/E ratio nearing all-time highs, for example, and the S&P 500 only yielding 1.07%—I continue to seek safety, value, and yield. My search has led me

15.64K Followers

Analyst’s Disclosure: I/we have a beneficial long position in the shares of BIP either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Brookfield Corp. (BN - Free Report) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.

The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.

Since a changing earnings picture is a powerful factor influencing near-term stock price movements, the Zacks rating system is very useful for individual investors. They may find it difficult to make decisions based on rating upgrades by Wall Street analysts, as these are mostly driven by subjective factors that are hard to see and measure in real time.

Therefore, the Zacks rating upgrade for Brookfield Corp. basically reflects positivity about its earnings outlook that could translate into buying pressure and an increase in its stock price.

Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, and the near-term price movement of its stock are proven to be strongly correlated. The influence of institutional investors has a partial contribution to this relationship, as these big professionals use earnings and earnings estimates to calculate the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their transaction of large amounts of shares then leads to price movement for the stock.

Fundamentally speaking, rising earnings estimates and the consequent rating upgrade for Brookfield Corp. imply an improvement in the company's underlying business. Investors should show their appreciation for this improving business trend by pushing the stock higher.

Harnessing the Power of Earnings Estimate RevisionsEmpirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, so it could be truly rewarding if such revisions are tracked for making an investment decision. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.

The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .

Earnings Estimate Revisions for Brookfield Corp.This asset management company is expected to earn $3.00 per share for the fiscal year ending December 2026, which represents no year-over-year change.

Analysts have been steadily raising their estimates for Brookfield Corp.. Over the past three months, the Zacks Consensus Estimate for the company has increased 1.4%.

Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.

You can learn more about the Zacks Rank here >>>

The upgrade of Brookfield Corp. to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.

June 18, 2026 17:15 ET  | Source: Brookfield Business Corporation

BROOKFIELD, NEWS, June 18, 2026 (GLOBE NEWSWIRE) -- Brookfield Business Corporation (the “Corporation”) (NYSE, TSX: BBUC) today announced that all seven nominees proposed for election to the board of directors of the Corporation by holders of Class A Subordinate Voting Shares (“Class A Shares”) and holders of Class B Multiple Voting Shares (“Class B Shares”) were elected at the Corporation’s annual general meeting of shareholders held on June 18, 2026 in a virtual meeting format. Detailed results of the vote for the election of directors are set out below.

In accordance with the Corporation’s articles, each Class A Share was entitled to one vote per share, representing a 25% voting interest in the Corporation in the aggregate, and the Class B Shares were entitled to a total of 619,477,914 votes in the aggregate, representing a 75% voting interest in the Corporation.

The following is a summary of the votes cast by holders of Class A Shares and Class B Shares, voting together as a single class, in regard to the election of the seven directors:

Director NomineeVotes For%Votes Withheld%Cyrus Madon799,309,202  98.819,617,720  1.19Jeffrey Blidner798,044,218  98.6510,882,704  1.35David Court806,262,464  99.672,664,458  0.33Stephen Girsky799,558,183  98.849,368,739  1.16Paul Farrell808,694,328  99.97232,594  0.03Lori Pearson798,845,607  98.7510,081,315  1.25Patricia Zuccotti808,790,386  99.98136,536  0.02
A summary of all votes cast by holders of the Class A Shares and Class B Shares represented at the Corporation’s annual meeting of shareholders is available on SEDAR+ at www.sedarplus.ca.

Brookfield Business Corporation (NYSE, TSX: BBUC) is a global owner and operator of vital industrial and business services operations. Our objective is to acquire market-leading businesses for value, execute our operational improvement plans to increase cash flows, and recycle capital to compound long-term growth. For more information, please visit https://bbuc.brookfield.com.

Brookfield Business Corporation is the flagship listed vehicle of Brookfield Asset Management’s Private Equity Group. Brookfield Asset Management is a leading global alternative asset manager with over $1 trillion of assets under management.

For more information, please contact:

Media:Investors:Marie FullerAlan FlemingTel: +44 207 408 8375Tel: +1 (416) 645-2736Email: [email protected]: [email protected]

Brookfield Renewable Partners remains a buy, with updated intrinsic value at $42.60 and a current unit price of $34.63, offering 23% upside. BEP's management raised the annual distribution growth target to 5–9%, reflecting confidence amid rising electricity demand and expansion into nuclear energy. BEP's business model delivers stable, predictable cash flows, supported by long-term power purchase agreements and a nearly flawless balance sheet with minimal near-term debt maturities.

Bill Ackman is one of the most followed investment managers in the world -- and with good reason. As the manager of Pershing Square's (PS +4.86%) assets, he's led the hedge fund to produce a compound annual return of nearly 16% since 2004, handily outperforming the S&P 500 in that time.

What also makes Ackman attractive is that he holds a highly concentrated portfolio of stocks, and he's more than willing to discuss his thoughts on each of Pershing Square's investments. While Ackman hasn't disclosed the exact holdings of his new fund, Pershing Square USA, disclosures for assets held by the Pershing Square Capital Management fund and Pershing Square itself include 13 different positions.

Moreover, about 42% of the invested assets under management is held in just three stocks, all of which warrant a closer look. Let's dive in.

Image source: Getty Images.

1. Amazon (15.3% of assets) Ackman first bought shares of Amazon (AMZN +3.22%) in April 2025 amid the tariff-fueled sell-off in stocks. He added to the position earlier this year when the company announced plans to spend as much as $200 billion on capital expenditures (capex), mostly on AI infrastructure. Ackman made it clear that he sees Amazon and other hyperscalers' increased spending as a sign of strength. In a letter to shareholders earlier this year, he wrote: 

When a business you own, managed by a management team you trust, announces a large increase in capital spending due to increased demand for its products or services, you should be applauding rather than booing," he wrote in his letter to shareholders earlier this year.

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Indeed, Amazon is seeing accelerating revenue growth for its cloud computing business, Amazon Web Services (AWS), in line with its increased capex budget. An even bigger step up in spending this year should push revenue growth higher in 2027 and beyond.

Meanwhile, Amazon's core retail business is seeing improved profitability. That's in large part thanks to optimizing its logistics network over the past few years after a couple of years of rapidly building out capacity. These improvements have improved shipping speeds while reducing costs. Lower shipping costs per unit, combined with Prime subscription growth and strong advertising revenue, have led to record operating margins for the business in recent quarters.

Shares of Amazon have climbed since the first-quarter sell-off, but a recent pullback may give investors another opportunity to buy. At a price-to-earnings (P/E) ratio of 28, the stock trades well below its historic average. Ackman believes Amazon can grow earnings per share (EPS) roughly 20% per year over the medium term.

2. Brookfield (14.9%) Brookfield (BN +2.10%) is a leading alternative asset manager focused on capitalizing on long-term growth trends. Ackman established a position in the stock in 2024, quickly making it one of the fund's largest holdings. Ackman initially purchased shares when the market discounted its invested asset base through its subsidiary, Brookfield Asset Management.

Brookfield Asset Management is set to start paying its parent company substantial carried interest over the next few years. Carried interest is the performance income generated by BAM when its funds exceed return targets. However, management won't pay out carried interest to shareholders until after returning all invested capital and delivering its preferred return, resulting in deferrals of carried interest.

Brookfield collected just $4 billion in carried interest in the 10 years between 2015 and 2024. It expects to collect $25 billion between 2025 and 2034.

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The insurance business, Brookfield Wealth Solutions, is also a major source of growth. Brookfield spun off the insurance business in 2021, but it's now looking to simplify its operations and reabsorb the growing business. That would make it easier to operate the investment-led insurance operation, closely tying Wealth Solution's float to Brookfield's ability to deploy capital. Insurance assets are growing quickly thanks to good investments and acquisitions.

Management said it expected earnings from the insurance business to double within five years at its investor day last year. Brookfield showed signs of accelerating growth in Q1. Distributable earnings before realizations, a measure of the cash profits generated by the business, climbed 7% last quarter after coming in flat in Q4. That number should continue climbing as carried interest and insurance assets grow throughout the year.

At just 17 times trailing distributable earnings, the stock still looks undervalued relative to its potential growth. Ackman sees the company growing its earnings 25% this year.

3. Microsoft (12.2%) Microsoft (MSFT +2.66%) is the newest addition to Ackman's portfolio. He started buying shares in February after the tech titan reported Q2 earnings results that disappointed many investors. The biggest reason for the sell-off was slower-than-expected growth in its cloud computing business, Azure, given management's massive capex. But Ackman saw that move as short-sighted and took the opportunity to buy shares.

Digging under the hood at those disappointing results revealed Microsoft is still capacity-constrained despite its heavy investments in compute. That remained the case in Q3 as it balanced using compute for internal development and selling as much as possible to third parties. It traded near-term results for the chance to strengthen its core software business, Microsoft 365. The good news is that management expects Azure revenue to accelerate in the back half of the year.

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The software business continues to perform exceptionally well considering its scale. Microsoft says it has 450 million enterprise customers for the productivity suite. Still, revenue climbed 19% year over year last quarter for the commercial software package, driven by growing adoption of AI services. The consumer version is growing even faster, up 33% year over year.

Meanwhile, Azure revenue growth has remained steady, compared to the last few quarters, at around 40%. Its backlog climbed to $627 billion (including Microsoft 365 contracts), providing confidence in the return on investment on its capex going forward. Despite the recent strength of the software business, it appears to have been caught up in the secular sell-off in software-as-a-service (SaaS) stocks.

Combined with a further sell-off in AI stocks since the start of June, investors can pick up Microsoft shares for around the same price Ackman bought them in February.

North America’s freight rail map is about to be redrawn. The proposed merger of Union Pacific (NYSE: UNP | UNP Price Prediction) with Norfolk Southern (NYSE: NSC) would create the first transcontinental railroad, and the Surface Transportation Board review will almost certainly require divestitures of regional lines, yards, and equipment. Investors fixate on the operators. The more interesting question is who buys what gets sold. Three names sit at the center of this story: Brookfield Infrastructure Partners (NYSE: BIP), CSX (NASDAQ: CSX), and Union Pacific.

Three Companies, One Rail Consolidation Story Union Pacific is the largest U.S. Class I railroad, hauling grain, coal, intermodal containers, and chemicals across the western half of the country. CSX runs the eastern equivalent, with a network feeding ports, chemical plants, and auto factories. Brookfield Infrastructure is something different. It owns regulated and contracted infrastructure globally, with roughly 90% of adjusted EBITDA from regulated or contracted revenues across utilities, midstream, data, and transport. Its rail exposure runs through a railcar leasing joint venture with GATX and its 2019 acquisition of Genesee & Wyoming, the largest short-line and regional railroad operator in North America.

How Each Business Is Positioned The proof point for the Brookfield thesis arrived this winter. On January 5, 2026, GATX and Brookfield Infrastructure closed their $4.2 billion acquisition of Wells Fargo’s rail portfolio. That follows Brookfield’s earlier $1.1 billion commitment to the North American railcar leasing platform alongside GATX. That means Brookfield is already running the rail-asset rollup playbook with infrastructure-scale capital. If the STB forces Union Pacific or its merger partner to shed short lines, yards, or equipment, Brookfield is one of a small number of buyers with the balance sheet and mandate to absorb them.

Company Core Business Trend Exposure Brookfield Infrastructure Global infrastructure, railcar leasing JV, pipelines Indirect, picks-and-shovels Union Pacific Western U.S. Class I railroad Direct acquirer in proposed merger CSX Eastern U.S. Class I railroad Potential consolidation target Union Pacific is the operator with the most to gain from synergies. Q1 2026 revenue reached $6.2 billion with adjusted EPS of $2.93 and an adjusted operating ratio of 59.9%. CSX, for its part, has been quietly improving execution. Operating margin expanded from 30.4% to 36.0% year over year in Q1 2026, and free cash flow jumped 41.9% to $793 million. Both are running better railroads. Both also face the same regulatory uncertainty.

Straight From the Earnings Calls Union Pacific CEO Jim Vena: “As we advance through the regulatory process to create America’s first transcontinental railroad, we have a solid foundation for another year of industry-leading results.”

CSX CEO Steve Angel: “As we remain disciplined on costs and take advantage of opportunities for profitable growth, we continue to make progress toward best-in-class performance.”

Brookfield CEO Sam Pollock: “In 2025 we exceeded our ambitious $3 billion capital recycling target and funded five new investments, showcasing our self-funding strategy.”

Vena sounds the most specific about the merger catalyst. Angel is focused on operational discipline. Pollock is talking about deploying capital, which is exactly what a divestiture wave would require.

Who Actually Benefits Most Union Pacific shareholders capture the synergies if the merger clears. CSX shareholders benefit either from independent margin expansion or from a possible takeout premium. But Brookfield Infrastructure is the asymmetric play. The unit price is near $39, with a $0.455 quarterly distribution, recently raised 6%, and a $9.6 billion capital backlog available for new deployment. The GATX and Wells Fargo Rail transaction shows Brookfield can move at the scale a forced divestiture would require.

The Bottom Line The Class I rail consolidation story is no longer hypothetical. Union Pacific is pushing it through regulatory review, and CSX is positioning either to compete or to be courted. Brookfield Infrastructure offers retirement-focused investors exposure to the same trend through railcars, pipelines, and a proven appetite for distressed rail asset rollups. Watch the STB timeline and any divestiture list closely.

Brookfield Corporation (BN +0.87%) can be a rather complex entity. It has several publicly traded affiliates, many of which have two separate U.S. listings. That complexity has weighed on the valuation of its different entities.

This discount is leading Brookfield to make some changes. It recently approved the corporate simplification to combine with its insurance arm, Brookfield Wealth Solutions (BNT +1.01%). Here's a look at what this will mean for investors.

Image source: The Motley Fool.

Bringing this entity back into the fold Brookfield formed its insurance arm in 2021. The leading alternative investment company launched a separate entity, then called Brookfield Reinsurance, by paying a special stock dividend to investors in the newly formed company. Brookfield created a separate, publicly traded entity to establish a scalable platform for growing its insurance business and to provide investors with an alternative way to invest in the company.

The global financial firm has significantly expanded its insurance operations through acquisitions over the years. Notable deals include AEL ($4.3 billion in 2024), Argo ($1.1 billion in 2023), and American National ($5.1 billion in 2022). The company changed the name of this business to Brookfield Wealth Solutions in 2024 to reflect its broader expansion into providing retirement services and wealth protection products, including commercial property and casualty insurance and annuities. The leading global financial firm has grown its insurance business from $30 billion in value to nearly $200 billion over the last five years.

Brookfield announced earlier this year that it planned to seek board approval to recombine with its wealth solutions business. Both boards recently granted their approval, which will now go to a shareholder vote in July.

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Streamlining to unlock shareholder value The proposed recombination of Brookfield Corporation and Brookfield Wealth Solutions is the next step in its streamlining process to combine paired securities. The company previously combined Brookfield Business Corporation with Brookfield Business Partners. The positive market response to that combination is leading the company to combine BN and BNT. Brookfield is also evaluating a similar simplification of its two infrastructure entities (BIPC and BIP) and energy entities (BEPC and BEP).

CEO Bruce Flatt commented on the company's streamlining plan in his first-quarter letter to shareholders. He noted that Brookfield is streamlining based on the view that companies with simpler structures and larger market capitalizations are more effective in today's market, given the dominance of index investing. The CEO also noted that it has become "clear that to keep growing and to maximize our returns and lower risk, a full combination is optimal." It will provide its insurance operations with greater access to Brookfield's balance sheet, giving it more flexibility to grow.

Strengthening its value proposition Brookfield's insurance operations have been a meaningful growth driver over the past five years. The company expects it to continue playing a significant role over the next five years, contributing more than a third of its expected earnings growth during that period. The company's investment-led insurance model is a core aspect of its plan to grow the value of its shares to $140 by 2030. With its stock price currently below $50, it has significant upside potential as it continues to simplify its businesses and execute its growth strategy.

Matt DiLallo has positions in Brookfield Corporation, Brookfield Infrastructure, Brookfield Infrastructure Partners, Brookfield Renewable, and Brookfield Renewable Partners and has the following options: short July 2026 $40 puts on Brookfield Corporation. The Motley Fool has positions in and recommends Brookfield Corporation and Brookfield Wealth Solutions. The Motley Fool recommends Brookfield Infrastructure Partners, Brookfield Renewable, and Brookfield Renewable Partners. The Motley Fool has a disclosure policy.

NOT FOR DISTRIBUTION TO U.S. NEWSWIRE SERVICES OR FOR DISSEMINATION TO THE UNITED STATES

The prospectus supplement, the corresponding base shelf prospectus and any amendment thereto in connection with this offering will be accessible through SEDAR+ within two business days.

BROOKFIELD, News, June 02, 2026 (GLOBE NEWSWIRE) -- Brookfield Renewable Partners L.P. (TSX: BEP.UN; NYSE: BEP) (“Brookfield Renewable”) today announced that it has agreed to issue 6,000,000 5.75% Cumulative Minimum Rate Reset Class A Preferred Limited Partnership Units, Series 19 (the “Series 19 Preferred Units”) on a bought deal basis to a syndicate of underwriters led by Scotiabank, BMO Capital Markets, CIBC Capital Markets, National Bank of Canada Capital Markets, RBC Capital Markets and TD Securities Inc. for distribution to the public. The Series 19 Preferred Units will be issued at a price of C$25.00 per unit, for gross proceeds of C$150,000,000.

Holders of the Series 19 Preferred Units will be entitled to receive a cumulative quarterly fixed distribution yielding 5.75% annually for the initial period ending July 31, 2031. Thereafter, the distribution rate will be reset every five years at a rate equal to the greater of (i) the 5-year Government of Canada bond yield plus 2.65%, and (ii) 5.75%. The Series 19 Preferred Units are redeemable on July 31, 2031 and on each Series 19 Reclassification Date (as defined below) thereafter.

Holders of the Series 19 Preferred Units will have the right, at their option, to reclassify their Series 19 Preferred Units into Cumulative Floating Rate Reset Class A Preferred Limited Partnership Units, Series 20 (“Series 20 Preferred Units”), subject to certain conditions, on July 31, 2031 and on July 31 every 5 years thereafter (each a “Series 19 Reclassification Date”). Holders of Series 20 Preferred Units will be entitled to receive a cumulative quarterly floating distribution at a rate equal to the 90-day Canadian Treasury Bill yield plus 2.65%.

Brookfield Renewable has granted the underwriters an option, exercisable until 48 hours prior to closing, to purchase up to an additional 2,000,000 Series 19 Preferred Units which, if exercised, would increase the gross offering size to C$200,000,000.

The Series 19 Preferred Units will be offered in all provinces and territories of Canada by way of a prospectus supplement to Brookfield Renewable’s existing Canadian short form base shelf prospectus dated September 26, 2025. The Series 19 Preferred Units may not be offered or sold in the United States or to U.S. persons absent registration or an applicable exemption from the registration requirements under the U.S. Securities Act.

Brookfield Renewable intends to use the net proceeds from this offering to fund Eligible Investments (as defined in Brookfield Renewable’s 2024 Green Financing Framework (the “Green Financing Framework”)), including to repay indebtedness incurred in respect thereof. The Green Financing Framework is available on Brookfield Renewable’s website and described in the prospectus supplement in respect of the offering.

The offering of Series 19 Preferred Units is expected to close on or about June 9, 2026.

This news release shall not constitute an offer to sell or the solicitation of an offer to buy the securities in any jurisdiction, nor shall there be any offer or sale of the securities in any jurisdiction in which such offer, solicitation or sale would be unlawful. The securities being offered have not been approved or disapproved by any regulatory authority nor has any such authority passed upon the accuracy or adequacy of the short form base shelf prospectus or the prospectus supplement. The offer and sale of the securities has not been and will not be registered under the United States Securities Act of 1933, as amended (the “U.S. Securities Act”) or any state securities laws and may not be offered or sold in the United States or to United States persons absent registration or an applicable exemption from the registration requirements of the U.S. Securities Act and applicable state securities laws.

Access to the prospectus supplement, the corresponding base shelf prospectus and any amendment thereto in connection with the offering of the Series 19 Preferred Units is provided in accordance with securities legislation relating to procedures for providing access to a prospectus supplement, a base shelf prospectus and any amendment thereto. The prospectus supplement, the corresponding base shelf prospectus and any amendment thereto in connection with the offering will be accessible within two business days at www.sedarplus.ca.

An electronic or paper copy of the prospectus supplement, the corresponding base shelf prospectus and any amendment to the documents may be obtained, without charge, from any of the joint bookrunners by contacting Scotiabank by email at [email protected], BMO Capital Markets by email at [email protected], CIBC Capital Markets by email at [email protected], National Bank of Canada Capital Markets by email at [email protected], RBC Capital Markets by email at [email protected], and TD Securities Inc. by email at [email protected].

Brookfield Renewable

Brookfield Renewable operates one of the world’s largest publicly traded platforms for renewable power and sustainable solutions. Our renewable power portfolio consists of hydroelectric, wind, utility-scale solar, distributed solar, and storage facilities and our sustainable solutions assets include our investment in a leading global nuclear services business and a portfolio of investments in carbon capture and storage capacity, agricultural renewable natural gas, materials recycling and eFuels manufacturing capacity, among others.

Investors can access the portfolio either through Brookfield Renewable Partners L.P. (NYSE: BEP; TSX: BEP.UN), a Bermuda-based limited partnership, or Brookfield Renewable Corporation (NYSE, TSX: BEPC), a Canadian corporation.

Brookfield Renewable is the flagship listed energy company of Brookfield Asset Management, a leading global alternative asset manager headquartered in New York, with over $1 trillion of assets under management.

Contact information:

Media: Investors:Simon Maine Alex JacksonManaging Director – CorporateVice President – InvestorCommunicationsRelations  (44) 7398-909-278(416)[email protected]@brookfield.com   Cautionary statement regarding forward-looking information

Note: This news release contains forward-looking statements and information within the meaning of Canadian securities laws. Forward-looking statements may include estimates, plans, expectations, opinions, forecasts, projections, guidance or other statements that are not statements of fact. Forward-looking statements can be identified by the use of words such as “will”, “expected”, “intend”, or variations of such words and phrases. Forward-looking statements in this news release include statements regarding the closing and use of proceeds of the offering. Although Brookfield Renewable believes that such forward-looking statements and information are based upon reasonable assumptions and expectations, no assurance is given that such expectations will prove to have been correct. The reader should not place undue reliance on forward-looking statements and information as such statements and information involve known and unknown risks, uncertainties and other factors which may cause the actual results, performance or achievements of Brookfield Renewable to differ materially from anticipated future results, performance or achievement expressed or implied by such forward-looking statements and information. Except as required by law, Brookfield Renewable does not undertake any obligation to publicly update or revise any forward-looking statements or information, whether written or oral, whether as a result of new information, future events or otherwise.

BlackRock (BLK +0.58%) and Blue Owl Capital (OWL +2.64%) have both imposed limits on redemptions from their privately traded credit funds. That has Wall Street on edge about the entire alternative asset space, with shares of Brookfield Corporation (BN +0.87%) having gone sideways so far in 2026 despite management's still bullish business outlook. The company isn't sitting around and waiting for investors to catch on to the opportunity.

Brookfield Corporation has a strong core As an asset manager, Brookfield Corporation charges fees to invest on behalf of other people and businesses. In the first quarter of 2026, the company's fee-related earnings rose 11% year over year. Fee-bearing capital stood at $614 billion in the first quarter. It has a very solid foundation, and the business doesn't appear to be facing any material problems. However, Wall Street's concerns about the broader asset management space continue to weigh on the stock.

Image source: Getty Images.

To be fair, the company is working through a business change, as it seeks to simply its operating structure. It basically wants to become more like Berkshire Hathaway (BRKA 0.06%)(BRKB), which operates as an investment-led insurance company. There are a lot of moving parts, but the goal is very clear, and the business continues to execute well. The business transition isn't a good enough reason to avoid the stock.

Brookfield Management isn't letting an investment opportunity slip by What's interesting here is that Brookfield Management repurchased $1 billion in stock in the first quarter, split between its own stock and the stock of its controlled asset management business, Brookfield Asset Management (NYSE: BAM). Shares of Brookfield Asset Management are off by around 7% so far in 2026, as of this writing.

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Regarding Brookfield Management, the company's average purchase price for its own stock was $41 per share in the quarter. It stated that this was a 40% discount to what it believes its intrinsic value to be. A little math suggests that Brookfield Management believes it is worth nearly $60 per share. The current stock price is roughly $46. Investors willing to buy while others are fearful could still have an opportunity here, essentially following management's lead.

Actions speak louder than words It is easy for a company to say that it believes its shares are being mispriced by Wall Street. It is another thing entirely when a company, like Brookfield Management, actually steps in to buy stock and explains specifically how much value it sees in its own shares. This may or may not be the bottom for alternative asset managers, but this asset manager clearly sees an investment opportunity.

If you are looking at the finance sector, Brookfield Management is on the complex side, but it could also be trading at an attractive price. Or at least that's what the company is telling investors with both its words and its actions.

Reuben Gregg Brewer has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Berkshire Hathaway, BlackRock, Brookfield Asset Management, and Brookfield Corporation. The Motley Fool has a disclosure policy.

Brookfield Corporation (BN +0.87%) is a complex business with numerous moving parts, some of which are also publicly traded. That said, Brookfield Corporation itself is looking to mimic Berkshire Hathaway (BRKA 0.06%)(BRKB +0.23%), as it works to become an investment-led insurance company. Its focus has long been on providing investment management services and on investing in infrastructure assets. That's almost perfect for a higher-for-longer rate environment.

What does Brookfield Corporation do? Essentially, Brookfield Corporation has its own capital and collects capital from others. That cash is invested through Brookfield Corporation's ecosystem, which includes Brookfield Asset Management (BAM +2.01%) and a collection of publicly traded entities, such as Brookfield Renewable (BEP +0.43%) and Brookfield Infrastructure (BIP 1.59%). It is a bit complex, but think of Brookfield Corporation as the mastermind.

Image source: Getty Images.

That said, Brookfield has long focused on buying, selling, and operating infrastructure assets on a global scale. These types of investments are often referred to as hard assets. They tend to hold up well during periods of high inflation because they provide vital services and thus have pricing power. Think hydroelectric power plants, shipping ports, and railroads, among other things.

Brookfield Corporation is well-positioned for higher for longer Brookfield Corporation's first quarter 2026 results highlight the fundamental strength of the business. Despite interest rates rising, Distributable earnings before realizations increased by 7% year over year. The company is so confident in its position that it bought back $1 billion of shares across Brookfield Corporation and its controlled Brookfield Asset Management business.

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With inflation running high, there's concern that more interest rate increases are in the cards. Or, at the very least, that rates will hold at current levels. That's not likely to be a problem for Brookfield Corporation given its investment focus. The infrastructure assets it owns will enable it to increase the fees it charges the users of those assets. That, in turn, will increase the value of these hard asset investments, leaving anyone who invested alongside Brookfield Corporation pleased as well. Brookfield Corporation's strong first quarter is simply a sign of the company's strength and long-term opportunity.

Anywhere along the Brookfield spectrum The truth is, there are any number of Brookfield entities you could buy. For example, if you want to focus on renewable power, then Brookfield Renewable might be the best option for you. However, if you want to own the mastermind of the entire ecosystem, then the only choice is Brookfield Corporation.

It delivered 22% compound annual distributable earnings growth over the five years through June 2025, easily beating its target of 15%. And since there's no reason to believe that a higher-for-longer rate environment will derail Brookfield Corporation's infrastructure-focused business model, there's also no reason to doubt its ability to keep delivering strong results in the future.

Reuben Gregg Brewer has positions in Brookfield Renewable Partners. The Motley Fool has positions in and recommends Berkshire Hathaway, Brookfield Asset Management, and Brookfield Corporation. The Motley Fool recommends Brookfield Infrastructure Partners and Brookfield Renewable Partners. The Motley Fool has a disclosure policy.

Investors often look to Brookfield Renewable Partners (BEPC +0.51%) and WEC Energy Group (WEC 0.82%) for reliable dividends and exposure to the energy transition. Both companies offer different paths to long-term returns.

Brookfield Renewable is a pure-play green energy operator with a global footprint, while WEC Energy Group is a traditional regulated utility focused on the American Midwest. This comparison highlights the trade-off between aggressive renewable expansion and the stability of regulated rate bases.

Brookfield Renewable Corp operates one of the world's largest platforms for carbon-free power. Its portfolio includes 47.3 gigawatts (GW) of capacity across hydro, wind, solar, and energy storage. It serves a diverse range of corporate and utility customers in North America, South America, Europe, and Asia.

In FY 2025, revenue reached nearly $5.1 billion. This represented a 15% decrease compared to the previous fiscal year. The company reported a net loss of close to $926 million.

As of its most recent quarter, its debt-to-equity was about 216%. This figure indicates that total liabilities exceed shareholder equity.

The case for WEC Energy GroupWEC Energy Group is a leading holding company focused on regulated energy delivery in the Midwest. The company serves nearly 4.7 million customers through subsidiaries like We Energies and Wisconsin Public Service. It is currently making significant infrastructure investments to support large-scale data center customers in the electric utility sector.

During FY 2025, revenue grew by about 14% to reach nearly $9.8 billion. Net income reached approximately $1.6 billion for the same period. This led to a net margin of nearly 15.9%, reflecting the stability of its regulated operations.

Based on its most recent quarter’s balance sheet, its debt-to-equity is about 153%. This percentage is the company’s total debt relative to its shareholder equity.

Risk profile comparisonBrookfield Renewable faces risks from interest rate volatility and the complex regulatory environments of the many countries where it operates. It competes with other large developers, such as NextEra Energy (NEE 0.27%), for new projects and long-term power contracts. Any delays in bringing new wind or solar capacity online could hinder its ability to meet future earnings estimates.

WEC Energy Group faces regulatory and rate recovery risks, particularly in Illinois, where recent orders disallowed certain capital costs. The company must also manage environmental compliance costs related to EPA ozone standards in Wisconsin. Furthermore, its heavy investment in data centers introduces concentration risk if those customers, or competitors like Exelon Corp (EXC 0.22%) shift their regional strategies.

Valuation comparisonInvestors must choose between the high P/S ratio of WEC Energy Group and the lower revenue multiple of Brookfield Renewable.

MetricBrookfield RenewableWEC Energy GroupSector BenchmarkForward P/En/a20.2x20.3xP/S ratio1.5x3.8xn/aSector benchmark uses the SPDR XLU sector ETF.
Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.

Which stock would I buy in 2026?Brookfield Renewable Partners Corp and WEC Energy Group are different utility businesses.

Brookfield is a Canada-based business that owns a global portfolio of renewable energy assets and invests in them to seek long-term total return. Management has been successful at that, generally seeing a roughly 15% return on its investments year over year. But share-wise, BEPC is more volatile, reflecting the market’s love-hate attitude with most renewable energy stocks. (It’s worth noting that BEPC is structured as a typical corporation that pays dividends, while another stock ticker, BEP, is structured like a partnership and generally requires more complex tax reporting. Both stocks give investors an ownership interest in the exact same energy portfolio.)

WEC Energy Group, meanwhile, is less volatile and offers more predictable returns. Over the past 10 years, WEC’s total annualized returned is just under 10%. In the past five years, WEC’s annualized total return is just aboiut 8%, compared to nearly 2% for BEPC. WEC is also up nearly 11% year-to-date in total return compared to a slight loss for BEC. That’s a great track record.

Brookfield Renewable is appealing because the company’s macro thesis is that global renewable energy assets are in high demand and offer excellent returns over time. Its plans are massive: Brookfield has 221 GW of renewable energy assets under development worldwide.

But it is hard to ignore the success of WEC’s quieter and more predictable Midwest utility business. Yet that still offers growth opportunities as the industry, including AI data centers, requires more energy production. WEC also has a good outlook for future regulated utility rate increases in its core market, Wisconsin. Longer-term WEC plans to eventually mothball its coal plants as it increases its investments in renewable energy. The business has 828 MW of wind projects under development, for example.

In the next 12 months, WEC is expected to pay $3.81 in dividends compared to $1.57 for BEPC. That’s a nice payout for buying a stock that should also appreciate over time.