Core Insights - Brookfield Renewable is positioned as a leading global renewable energy producer with significant growth potential, driven by multiple catalysts that could lead to double-digit annual earnings-per-share growth for years to come [1] Acquisition and Growth Strategy - Brookfield Renewable and its partners have agreed to acquire National Grid's onshore renewable energy business for over $1.7 billion, enhancing its ability to increase its 5%-yielding dividend [2][3] - The acquisition includes a U.S. onshore renewable energy platform with 1.8 gigawatts (GW) of operating capacity and an additional 1.3 GW under construction, further solidifying Brookfield's market position [3] Recent Acquisitions - The company has made several strategic acquisitions, including Duke Energy's commercial U.S. renewable energy business for $2.8 billion in 2023, which added 5.9 GW of operating and under-construction assets [5] - In 2022, Brookfield agreed to invest up to $2 billion into Scout Clean Energy and Standard Solar, significantly scaling its U.S. onshore renewable energy capacity [6] Growth Projections - Brookfield Renewable has secured growth through 2029, with inflation escalations in power purchase agreements (PPAs) expected to add 2% to 3% to funds from operations (FFO) per share annually [7] - The company anticipates margin enhancements from higher market power prices as legacy PPAs expire, contributing an additional 2% to 4% to FFO per share each year [7] Development Pipeline - Brookfield has a substantial backlog of development projects, totaling 200 GW, with 65 GW in an advanced stage, aiming to increase its annual commissioning pace from 7 GW to 10 GW [8] - These development projects are projected to add another 4% to 6% to FFO per share each year [8] M&A Impact - The National Grid acquisition is expected to enhance Brookfield's growth rate by providing incremental income from operating assets while expanding its development project backlog [9] - The company believes that continued accretive acquisitions will support FFO per-share growth rates above 10% annually, facilitating a 5% to 9% annual increase in its dividend [9] Total Return Potential - Brookfield Renewable anticipates FFO growth exceeding 10% annually, bolstered by acquisitions like the National Grid deal, which will contribute to cash flow and growth profile [10] - The combination of income from dividends and growth rates positions Brookfield Renewable for powerful total returns in the coming years, making it an attractive long-term investment [11]

Group 1 - The market is currently influenced by expectations regarding the impact of the artificial intelligence revolution on the global economy over the coming years and decades [1] - Stocks such as Nvidia have been significantly priced based on these expectations [1] Group 2 - The article does not provide specific financial data or performance metrics related to companies or sectors [2][3]

The energy sector can be a great source of durable passive income if you know where to look. While commodity price volatility can affect the cash flows of many energy companies, others have business models designed to mute the impact of that volatility on their earnings, so they can generate steadier cash flow to help support their growing dividends. Enbridge (ENB -3.83%) and Brookfield Renewable (BEPC 0.87%) (BEP 0.13%) have been dividend stalwarts in the energy sector over the decades. They're in strong p ...

Samuel Smith has a diverse background that includes being lead analyst and Vice President at several highly regarded dividend stock research firms and running his own dividend investing YouTube channel. He is a Professional Engineer and Project Management Professional and holds a B.S. in Civil Engineering & Mathematics from the United States Military Academy at West Point and has a Masters in Engineering from Texas A&M with a focus on applied mathematics and machine learning.Samuel leads the High Yield Inve ...

Dividend stocks can be terrific investments. The best ones provide investors with passive income and upside potential. That adds up over the long term. Over the last 50 years, dividend stocks have outperformed non-payers by more than 2-to-1, according to data from Hartford Funds and Ned Davis Research. Brookfield Renewable (BEPC 0.04%) (BEP -0.93%), MPLX (MPLX -0.69%), and Waste Management (WM -0.00%) stand out to a few Fool.com contributors as great dividend stocks to buy this month. Here's why they think ...

Brookfield Renewable (BEPC -2.96%) (BEP -4.34%) has become a force in the clean energy sector. The company has built a diversified platform with nearly unmatched scale and expertise across geographies and technologies. That's increasingly making it the partner of choice for companies seeking to secure enough power to meet their future energy needs. The opportunity to supply clean power to corporations has never been greater. Few companies are in as strong a position to capitalize on this trend as Brookfield ...

Core Viewpoint - Brookfield Renewable is demonstrating strong growth beyond being just an income stock, with a record year in funds from operations (FFO) and a consistent increase in distributions [1][3][4] Financial Performance - The company achieved a record FFO of $1.2 billion, or $1.83 per share, with a 10% growth in FFO per share year-over-year [4] - In the fourth quarter, FFO per share grew by 21%, driven by inflation-linked cash flows and organic expansion initiatives [4] - The company has maintained a high-yielding distribution, currently over 5.5%, with a 5% increase marking the 14th consecutive year of growth [1][4] Growth Initiatives - Brookfield developed approximately 7 gigawatts (GW) of new renewable energy capacity last year and committed $12.5 billion in capital to its renewable energy platforms [3][5] - The company is on track to reach an annual run rate of commissioning 10 GW of projects by 2027, supported by a significant development pipeline of 200 GW [9] Strategic Investments - Recent investments include closing deals in Infinium, Orsted's offshore wind farms, and acquiring Neoen, which are expected to drive growth in 2025 [5][7][8] - The investment in Infinium will contribute to results once its Texas production facility is operational, providing growth options in the eFuels market [8] Market Demand - There is increasing demand for clean power from large corporations, highlighted by a record 10.5 GW agreement with Microsoft for renewable development [9] - The outlook for clean power is bolstered by corporate demand and supportive government policies, enhancing Brookfield's position in the market [11][12] Capital Management - The company is actively recycling capital, having sold $2.8 billion in assets at strong returns, which will finance further growth initiatives [10] - Brookfield aims for 10%-plus FFO-per-unit growth going forward, with a strong liquidity position to support development and acquisitions [13] Total Return Potential - Brookfield Renewable is positioned to provide total annualized returns in the mid-teens, supported by a high-yielding dividend expected to grow by 5% to 9% annually [14][15]

It depends on the case, but in most situations, it would be logical to focus on dividends and some form of price appreciation if an income-oriented investor is still in his or her wealth accumulation phase. While price performance should notRoberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liq ...

Year Ended December 31, 2024 CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING STATEMENTS CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING STATEMENTS This Supplemental Information contains forward-looking statements and information, within the meaning of Canadian securities laws and "forward-looking statements" within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended, Section 21E of the U.S. Securities Exchange Act of 1934, as amended, "safe harbor" provisions of the United States Private ...

Since Trump took the victory home in early November 2024, a lot of things have changed in how investors are looking at their asset allocation strategies. For example, the AI ( QQQ ) agenda has become stronger, the conventional energy segment (Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the l ...