These renewable energy stocks could produce high-powered total returns in the coming years.The transition to lower-carbon energy sources, such as renewables, is inevitable. The world can't burn fossil fuels forever. They're a finite resource that do damage to the environment.Given this backdrop, investing in renewable energy stocks is a logical choice. Brookfield Renewable (BEPC -2.25%) (BEP -0.68%) and Clearway Energy (CWEN.A -1.22%) (CWEN -1.71%) are leaders in this space. They also pay attractive and gro ...

Core Insights - Brookfield Renewable Partners L.P. (NYSE:BEP) is recognized as one of the 12 most promising clean energy stocks by Wall Street analysts [1][2] - The company operates a diverse portfolio of renewable energy facilities across North America, Colombia, and Brazil, utilizing hydroelectric, wind, solar, and other renewable sources [2] Analyst Ratings and Price Targets - Mizuho analyst Anthony Crowdell raised the price target for BEP from $26 to $27 while maintaining a Neutral rating, indicating a balanced risk/reward profile [2] - JPMorgan analyst Mark Strouse increased the price target from $30 to $32 and kept an Overweight rating on the stock [2] Financial Performance - In Q2 2025, Brookfield Renewable Partners reported funds from operations of $0.56 per unit, aligning with market expectations [3] - The company achieved revenue of $1.69 billion, representing a year-over-year increase of over 14% and exceeding market estimates by $40 million [3] - The firm anticipates achieving a 10%+ annual growth target for funds from operations per unit for the remainder of 2025 [3]

Brookfield Renewable and Clearway Energy have agreed to a mutually beneficial deal.Brookfield Renewable (BEPC 0.05%) (BEP 1.64%) and Clearway Energy (CWEN -4.33%) (CWEN.A -4.27%) are leaders in producing renewable power. Their large-scale renewable energy assets generate stable and growing cash flow, allowing both companies to pay attractive dividends. Brookfield currently yields almost 4% while Clearway's payout is around 5.5%.The top renewable energy dividend stocks have recently teamed up in a strategic ...

Core Viewpoint - Brookfield Renewable is positioned as a leading source of sustainable dividend income, with strong growth potential and a commitment to increasing payouts over time [2][12]. Dividend Sustainability - Brookfield Renewable currently pays a quarterly dividend of $0.373 per share, amounting to an annual dividend of $1.492, with partnership units offering a higher yield of approximately 5.5% compared to 4.2% for corporate shares [3][4]. - The company’s dividend is supported by long-term power purchase agreements (PPAs) that cover about 90% of its power capacity, with an average remaining term of 14 years, indexing 70% of revenue to inflation [6]. Financial Strength - Brookfield Renewable maintains a strong investment-grade balance sheet, with robust liquidity of $4.5 billion as of the end of the second quarter, and employs a capital recycling strategy to replenish liquidity by selling mature assets [7]. - The company has achieved a compound annual dividend growth rate of 6% since 2001 and aims for a long-term payout increase of 5% to 9% per year [8]. Growth Opportunities - The company anticipates significant growth from new PPAs at higher rates as legacy agreements expire, including a notable 20-year deal with Google for 670 megawatts of hydroelectric capacity, projected to generate over $3 billion in future revenue [9]. - Brookfield plans to expand its development capabilities to achieve 10 GW of annual capacity additions by 2027, with secured PPAs for a substantial portion of this capacity, including a 10.5 GW project for Microsoft [10]. M&A and Future Projections - The company expects mergers and acquisitions, funded by capital recycling, to enhance its funds from operations (FFO) per share, including a recent investment of up to $1 billion to increase its stake in Isagen and participation in a $1.7 billion acquisition of National Grid Renewables [11]. - Brookfield Renewable is confident in delivering over 10% compound annual FFO per share growth through 2030, driven by various growth catalysts [11].

Brookfield Renewable's (NYSE: BEP ) (NYSE: BEPC ) equity story has been evolving over time in a very interesting way, which is why we like to tune in every year to listen to their InvestorAnalyst’s Disclosure:I/we have a beneficial long position in the shares of BAM, BN, BEPC 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 ...

Brookfield Renewable Partners L.P. (TSX:BEP.UN) stands among the world’s largest listed renewable power platforms, combining a diversified mix of hydroelectric, wind, solar and storage assets across five continents. The partnership provides institutional-scale exposure to long-duration contracted and merchant generation, targeting stable cash flows through power sales, long-term contracts and strategic acquisitions. Its integration with Brookfield Asset Management’s global infrastructure capabilities accele ...

Core Viewpoint - The article emphasizes the importance of enabling Javascript and cookies in browsers to ensure smooth access to content and services [1] Group 1 - The article suggests that users may face access issues if they have an ad-blocker enabled [1] - It highlights the need to disable ad-blockers and refresh the page for proper functionality [1]

Summary of Brookfield Renewable Partners 2025 Investor Day Company Overview - **Company**: Brookfield Renewable Partners (NYSE: BEP) - **Industry**: Renewable Energy Key Points and Arguments Market Position and Strategy - Brookfield Renewable Partners is positioned to outperform in the evolving energy market due to its unique assets and capabilities tailored to meet growing energy demands [1][2] - The company has established leadership positions in critical technologies and geographies, allowing for sustained attractive investment returns [5][12] - The business model focuses on low-cost renewable technologies, which are the cheapest form of bulk electricity production globally [4][11] Financial Performance - The company has set records across all relevant KPIs, with sustained distribution growth supported by a record year of financial performance [3][37] - Brookfield Renewable achieved an 11% growth in funds from operations (FFO) per unit, with a stable distribution growth of over 5% [37][38] - The company raised $34 billion in financing over the past year, enhancing liquidity to $4.7 billion [38][40] Growth Drivers - Three megatrends driving energy demand include: 1. Digitalization and AI, with data centers expected to drive 8% to 10% annual growth in power demand through 2050 [15][16] 2. Continued electrification across transport and industry [15] 3. Accelerating reindustrialization in developed markets [15] - The company has a robust pipeline of low-cost wind and solar projects, alongside significant investments in hydro, nuclear, and battery storage [10][11][22] M&A and Capital Recycling - Brookfield Renewable plans to deploy $9 to $10 billion over the next five years across organic development and acquisitions, with a focus on proprietary development opportunities [25][26] - The M&A pipeline exceeds $100 billion in enterprise value, with a disciplined approach to capital recycling that enhances growth and returns [26][30] - The acquisition of NAOWIN positions Brookfield as a leader in energy storage and battery development, a rapidly growing segment [10][23] Risk Management and Resilience - The company maintains a clean portfolio with no exposure to sectors facing significant headwinds, allowing it to capitalize on favorable market conditions [6][7] - Brookfield Renewable's disciplined investment approach focuses on downside protection and long-term contracted cash flows, ensuring stability amid market volatility [30][39] Future Outlook - The company expects to achieve a run rate of 10 gigawatts of annual development by 2027, contributing to significant FFO growth [32][50] - Brookfield Renewable is well-positioned to capture the tailwinds of major energy trends, including the U.S. ambition for energy dominance and increasing demand from tech companies [8][9] Additional Important Insights - The hydro portfolio is increasingly strategic, with long-term contracts enhancing cash flow visibility and financing opportunities [18][19] - The company emphasizes the importance of reliability in power supply, particularly for hyperscalers requiring high availability [16][17] - Brookfield Renewable's leadership in nuclear power through Westinghouse aligns with growing public support for nuclear energy [20][21] This comprehensive overview highlights Brookfield Renewable Partners' strategic positioning, financial performance, growth drivers, and future outlook in the renewable energy sector.

Brookfield Renewable Partners September 25, 2025 Built to Outperform Connor Teskey, Chief Executive Officer Baseload Power With a Leading Development Franchise Natalie Adomait, Chief Operating Officer Differentiated M&A and Capital Recycling Capabilities Jehangir Vevaina, Chief Investment Officer Sustainable Cash Flow Growth to Drive Long-Term Value Patrick Taylor, Chief Financial Officer Key Messages and Q&A Connor Teskey, Chief Executive Officer Built to Outperform Connor Teskey Chief Executive Officer We ...

Core Insights - The article discusses investment strategies focusing on Long/Short ideas in the North American market [1] Group 1 - The author has a background in finance and economics, holding a Master's degree from Queen Mary University of London and a Bachelor's degree from Middlesex University [1] - The author previously worked at an Investment Fund in the United Kingdom, indicating a strong foundation in investment analysis [1]