TSE:BEP.UN

Brookfield Renewable Partners (BEP.UN.TO)

45.16
+0.05 (0.11%)
as of Jul 14, 2026, 8:00:00 pm Market Open.
731 watching
0
Investor Insights
star iconJul 14, 2026, 12:00 am

This summary was created by AI, based on 15 opinions in the last 12 months.

Brookfield Renewable Partners (BEP.UN-T) has garnered positive reviews from various experts, highlighting its strategic positioning to benefit from the ongoing AI boom and increasing demand for renewable energy. Analysts emphasize its successful contracts with major tech firms and its solid cash flow generation, making it an appealing investment in the renewable sector. Despite facing some challenges over the past five years, the company’s long-term prospects seem promising, with a potential uptick expected in the latter half of the decade. Additionally, there's a consensus that the renewables market is now crucial in meeting the growing electricity needs, particularly with the expansion of data centers. While some experts suggest caution due to recent capital raises and potential competition, the overall sentiment remains optimistic about BEP.UN-T's position in the industry.

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Consensus
Positive
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Valuation
Fair Value
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Similar
NPI
BUY
Likes electric power generation, which is the core of their holdings.
PAST TOP PICK
(Top Pick Dec 29/09, Up 14.67)
TOP PICK
6.132% bond due Nov 30/16. Have one of the biggest energy assets. Pre-sell 70% of what they produce. Well run. BBB security, which is in investment grade.
TOP PICK
Market cares about yield and predictability now and this one is about 90% hydroelectric power. Long life assets. Payout ratio is about 70%. Doesn't expect them to be taxable until about 2015. 6.1% yield.
TOP PICK
A conservative play as the macro backdrop is not encouraging right now. Predominantly hydro-assets. Yielding over 6% with modest upside growth from this. Probably average 10% total return over the course of a year.
TOP PICK
5.84% Bond maturing Nov 5/36. Good management and they are in a very good space. Likes renewable power area. Most of their contracts are fixed and fairly long-term.
BUY ON WEAKNESS
Long life assets in Hydro/electrical water driven with about 11% in wind power. Trading at about 9.5X on a price to cash flow basis. To maintain distributions after they convert. Buy below $19.50.
TOP PICK
6.132% bond maturing Nov 30/16. Likes the 5 to 10-year area of the yield curve so comfortable holding it until maturity. Good yield of just under 6%. BBB grade. In the right space of renewable energy. If he gets 100 basis points of tightening in the spread compression he would likely Sell.
TOP PICK
6.132% maturing Nov 30/16. Likes the company. 2.5% over Canada’s and are rated BBB. Undervalued.
BUY ON WEAKNESS
High quality name. Has always traded at a very high premium. Has corrected with the broader market and getting back to a more reasonable valuation. Hydro assets are very long life, predictable, longer-term assets. Wouldn't rush into buying at this time.
HOLD
Higher-quality power trust. Produce hydro through their dams, so have long life assets. Distributions are very safe. A bit expensive. Modest growth.
BUY
Very appealing because it has really good assets and is backed by a very strong parent, Brookfield (BAM.A-T).
COMMENT
Structured for stability with limited distribution increases. If they have a good year on generation, the excess cash flow would probably be used to buy additional assets or pay down debt.
BUY
Has one of the best collection of assets. You should see significant upside, especially if the interest rate regime turns.
WEAK BUY
Great Lakes Hydro (GLH.UN-T) and Innergex Power Income (IEF.UN-T) are both focused on hydro electricity generation. Over the long term these are solid holdings. They both have an excellent portfolio of assets. Doesn't own because of valuations. These will also be interest sensitive.
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