Brookfield Renewable Partners (NYSE:BEP) Announces Earnings Results, Beats Estimates By $0.88 EPS

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

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

Brookfield Renewable Partners stock traded up $1.42 during trading hours on Friday, reaching $29.87. 1,124,021 shares of the stock were exchanged, compared to its average volume of 557,547. The stock has a 50 day moving average of $27.86 and a two-hundred day moving average of $27.29. The company has a market cap of $9.14 billion, a P/E ratio of -34.73 and a beta of 1.12. The company has a current ratio of 0.58, a quick ratio of 0.58 and a debt-to-equity ratio of 0.91. Brookfield Renewable Partners has a twelve month low of $19.29 and a twelve month high of $32.72.

Brookfield Renewable Partners Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Friday, November 28th were given a dividend of $0.373 per share. The ex-dividend date of this dividend was Friday, November 28th. This represents a $1.49 annualized dividend and a yield of 5.0%. Brookfield Renewable Partners’s dividend payout ratio is currently -173.26%.

Analysts Set New Price Targets

BEP has been the topic of a number of recent analyst reports. Weiss Ratings reissued a “hold (c-)” rating on shares of Brookfield Renewable Partners in a report on Monday, December 29th. Desjardins raised shares of Brookfield Renewable Partners to a “hold” rating in a research report on Wednesday, November 26th. Morgan Stanley reaffirmed an “overweight” rating and set a $38.00 target price (up previously from $36.00) on shares of Brookfield Renewable Partners in a report on Monday, November 24th. National Bankshares upped their price target on shares of Brookfield Renewable Partners from $33.00 to $34.00 and gave the company an “outperform” rating in a research note on Wednesday, January 7th. Finally, BMO Capital Markets set a $36.00 price objective on shares of Brookfield Renewable Partners and gave the stock an “outperform” rating in a research report on Wednesday, October 29th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, Brookfield Renewable Partners presently has an average rating of “Moderate Buy” and a consensus target price of $34.93.

Institutional Trading of Brookfield Renewable Partners

Institutional investors and hedge funds have recently modified their holdings of the business. Envestnet Asset Management Inc. increased its stake in shares of Brookfield Renewable Partners by 7.8% in the third quarter. Envestnet Asset Management Inc. now owns 10,223 shares of the utilities provider’s stock valued at $264,000 after buying an additional 742 shares during the period. Kelleher Financial Advisors bought a new stake in Brookfield Renewable Partners in the third quarter valued at approximately $26,000. Osaic Holdings Inc. increased its position in Brookfield Renewable Partners by 5.4% during the 2nd quarter. Osaic Holdings Inc. now owns 23,468 shares of the utilities provider’s stock valued at $599,000 after purchasing an additional 1,212 shares during the period. Russell Investments Group Ltd. bought a new position in Brookfield Renewable Partners during the 2nd quarter worth approximately $34,000. Finally, Triumph Capital Management acquired a new position in shares of Brookfield Renewable Partners in the 3rd quarter worth approximately $55,000. 63.16% of the stock is currently owned by institutional investors.

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.