Brookfield Renewable

BEP

Market cap $8.15B

Here is how Brookfield Renewable Energy Partners (BEP) and Energias de Portugal (EDPFY) have performed compared to their sector so far this year.

There is a major market disconnect emerging in the midst of the AI boom. I discuss why this disconnect provides investors with one of the most attractive high-yielding investment opportunities I have ever seen with near-term catalysts. I also share some of my top picks to profit from this disconnect.

Brookfield Renewable's stake in Westinghouse Electric Company has caused the yieldco to catch a bid from the broader AI data center trade. The yieldco saw its third-quarter FFO grow by 8.6% year-over-year on the back of acquisitions and 8,200 MW of new renewable energy projects brought online. A 3.5% dividend yield on the common shares is the lowest yield since 2022, with the baby bonds and preferreds now paying double this.

Brookfield Renewable's dividend yield is triple the S&P 500's level. The company backs its high-yielding payout with stable cash flow.

Brookfield Renewable Partners L.P. Limited Partnership Units ( BEP.UN:CA ) Q3 2025 Earnings Call November 5, 2025 9:00 AM EST Company Participants Connor Teskey - Chief Executive Officer Jennifer Mazin - Co-President and General Counsel Patrick Taylor - Chief Financial Officer Conference Call Participants Nelson Ng - RBC Capital Markets, Research Division Sean Steuart - TD Cowen, Research Division Robert Hope - Scotiabank Global Banking and Markets, Research Division Mark Jarvi - CIBC Capital Markets, Research Division Mark W.

Although the revenue and EPS for Brookfield Renewable (BEP) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

All amounts in U.S. dollars unless otherwise indicated BROOKFIELD, News, Nov. 05, 2025 (GLOBE NEWSWIRE) -- Brookfield Renewable Partners L.P. (TSX: BEP.UN; NYSE: BEP) (“Brookfield Renewable Partners”, "BEP") today reported financial results for the three and nine months ended September 30, 2025.

AI-driven data center growth is straining the power grid, fueling surging electricity prices and bottlenecks in natural gas and turbine supply. Renewable energy companies like First Solar, Tesla, Generac, and Brookfield Renewable are positioned to benefit as consumers and hyperscalers seek alternatives. FSLR and TSLA are experiencing strong demand growth for solar and battery storage, while GNRC's backlog is surging due to data center expansion needs.

The stock market is historically expensive. Even as a recession is more and more plausible in the near future. Fortunately, many defensive dividend payers remain opportunistic.

Brookfield Renewable (BEP) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.