Brookfield Renewable Partners (NYSE:BEP) Announces Earnings Results

Brookfield Renewable Partners (NYSE:BEP) (TSE:BEP) announced its quarterly earnings data on Friday. The utilities provider reported $0.54 EPS for the quarter, beating the consensus estimate of ($0.34) by $0.88, Zacks reports. The business had revenue of $1.54 billion during the quarter, compared to analysts’ expectations of $1.49 billion. Brookfield Renewable Partners had a net margin of 3.52% and a return on equity of 0.66%.

Here are the key takeaways from Brookfield Renewable Partners’ conference call:

• Delivered strong 2025 results with FFO per unit of $2.01 (up 10% YoY) and Q4 FFO of $0.51 per unit (up 14% YoY), and announced a >5% distribution increase to $1.468, continuing 15 consecutive years of ≥5% annual distribution growth.
• Record deployment and commissioning—deployed or committed a record $8.9 billion (≈$1.9B net to BEP) and brought over 8 GW of new capacity online, targeting a ~10 GW/year run rate by 2027.
• Strengthened balance sheet and funding advantage—ended the year with $4.6 billion liquidity, maintained a BBB+ rating, executed a record ~$37 billion of financings, and launched a $400M ATM program to repurchase shares.
• Strategic positioning across technologies to capture rising energy demand—scaling low‑cost solar/onshore wind, planning to quadruple battery storage to over 10 GW (via Neoen) and benefiting from a landmark U.S. nuclear agreement through Westinghouse that provides long‑term fuel and maintenance cash flows.
• Execution risks remain in parts of the U.S.—onshore wind permitting has slowed at the federal level and realized U.S. hydro prices were flat (~$83/MWh) due to generation mix and hydrology, though management expects contracted hydro pricing to rise as new long‑term PPAs phase in.

Brookfield Renewable Partners Price Performance

NYSE:BEP opened at $29.87 on Friday. The company has a quick ratio of 0.58, a current ratio of 0.58 and a debt-to-equity ratio of 0.91. Brookfield Renewable Partners has a 52 week low of $19.29 and a 52 week high of $32.72. The stock’s 50-day moving average price is $27.89 and its 200-day moving average price is $27.32. The stock has a market capitalization of $9.14 billion, a PE ratio of -34.73 and a beta of 1.12.

Brookfield Renewable Partners Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Friday, November 28th were given a dividend of $0.373 per share. The ex-dividend date was Friday, November 28th. This represents a $1.49 dividend on an annualized basis and a dividend yield of 5.0%. Brookfield Renewable Partners’s dividend payout ratio (DPR) is -173.26%.

Institutional Trading of Brookfield Renewable Partners

Institutional investors have recently bought and sold shares of the business. Goldman Sachs Group Inc. raised its stake in shares of Brookfield Renewable Partners by 57.0% during the 1st quarter. Goldman Sachs Group Inc. now owns 919,693 shares of the utilities provider’s stock worth $20,380,000 after buying an additional 333,789 shares during the period. Russell Investments Group Ltd. purchased a new stake in Brookfield Renewable Partners in the 2nd quarter worth $34,000. Cresset Asset Management LLC raised its position in Brookfield Renewable Partners by 42.8% during the second quarter. Cresset Asset Management LLC now owns 20,031 shares of the utilities provider’s stock worth $511,000 after acquiring an additional 6,000 shares during the period. Diversify Advisory Services LLC acquired a new position in Brookfield Renewable Partners during the second quarter worth $648,000. Finally, Ameriprise Financial Inc. lifted its holdings in Brookfield Renewable Partners by 4.4% during the second quarter. Ameriprise Financial Inc. now owns 1,490,603 shares of the utilities provider’s stock valued at $38,025,000 after purchasing an additional 62,774 shares in the last quarter. 63.16% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several research analysts recently issued reports on the stock. UBS Group reissued a “buy” rating and set a $39.00 target price (up previously from $38.00) on shares of Brookfield Renewable Partners in a report on Friday, December 5th. CIBC set a $35.00 price target on Brookfield Renewable Partners and gave the stock an “outperformer” rating in a research report on Thursday, November 6th. Desjardins raised Brookfield Renewable Partners to a “hold” rating in a report on Wednesday, November 26th. Mizuho set a $33.00 target price on Brookfield Renewable Partners in a research note on Friday, November 7th. Finally, Royal Bank Of Canada raised their target price on Brookfield Renewable Partners from $31.00 to $35.00 and gave the stock an “outperform” rating in a report on Thursday, October 30th. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, Brookfield Renewable Partners currently has an average rating of “Moderate Buy” and a consensus price target of $34.93.

Brookfield Renewable Partners Company Profile

Brookfield Renewable Partners L.P. is a leading global owner, operator and developer of renewable power assets. Listed on the New York Stock Exchange under the ticker BEP, the partnership focuses on generating clean electricity from a diversified mix of hydroelectric, wind, solar and energy storage facilities. As part of the Brookfield Asset Management group, Brookfield Renewable leverages a long-term, asset-backed approach to investing in sustainable energy projects that support the transition to a low-carbon economy.

The company’s platform encompasses approximately 23,000 megawatts of installed capacity across four continents.