Brookfield Business Partners (BBU)

• Market cap: $2.46B
• 1 day: -0.36%
• 5 days: 3.68%
• 1 month: 7.60%
• 3 months: 11.87%
• 6 months: 9.43%
• Year to date: 16.59%
• 1 year: 29.67%
• 5 years: 30.04%
• 10 years: 100.44%
• Sector: Industrials
• Industry: Conglomerates

About: Brookfield Business Partners LP is a business services and industrials company. It focused on operating businesses that are either low-cost producers and benefit from high barriers to entry. The company's operating segment includes Business services; Infrastructure services; Industrials and Corporate and other. It generates maximum revenue from the Business Services segment. Geographically operates in USA, Europe, Australia, Brazil, Canada, UK, Mexico and Other, majority of revenue is from UK.

Employees: 72,000

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

10% more capital invested

Capital invested by funds: $1.79B [Q1] → $1.97B (+$177M) [Q2]

3% more funds holding

Funds holding: 59 [Q1] → 61 (+2) [Q2]

19.67% less ownership

Funds ownership: 105.15% [Q1] → 85.49% (-19.67%) [Q2]

20% less funds holding in top 10

Funds holding in top 10: 5 [Q1] → 4 (-1) [Q2]

48% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 23

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $30 9% upside
• Avg. target: $33 18% upside
• High target: $35 27% upside

2 analyst ratings

• positive: 2 100%
• neutral: 0 0%
• negative: 0 0%

Scotiabank Phil Hardie	9% upside $30	Sector Outperform Maintained	5 Aug 2025
RBC Capital Bart Dziarski	27% upside $35	Outperform Maintained	5 Aug 2025