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
TOP PICK
Combination of reasonable yield and good growth prospects. Good leadership. This area will expand over the next decade and do well. Financial integrity of the Brookfield group. Should give the 10% rate of return he looks for. Yield is 3.53%. (Analysts’ price target is $51.61)
COMMENT
Rather than a company doing both fossil and green energy, better to find a pure play energy, or a pure play renewable. For energy, look at EOG or CNQ. Try BEP.UN for renewables.
BUY
BEP vs. BIP The trend for renewables will increase over time. Yes, Brookfield Renewables have been underperforming Brookfield Infrastrastructure. The former got ahead of themselves when Pres. Biden took office, but have since pulled back. The good thing is that Brookfield group invests in hard assets. Much of Brookfield's cash flow comes from the Renewables and Infrastructure divisions. Do you want a high yield or not? BAM pays a much lower dividend yield than BEP or BIP. She likes these and BAM'A--all are good.
BUY
Renewables haven't done much. Lagging, rather than not responding altogether. If oil spikes further, anything not carbon-related looks affordable. Whole sector is undervalued, will move, and the stocks typically pay a decent dividend.
BUY
Renewables have a tremendous future because countries are reducing their energy dependence on Russia. BEP assets are mainly hydro power, which is the most stable power (compared to wind and solar). So, BEP always trades at a premium to peers like Boralex (he owns), Innergex and Northland Power. It's stable and pays a good dividend. He doesn't know their growth plans, but he'd definitely hold onto this if you already own it.
PAST TOP PICK
(A Top Pick Mar 23/21, Up 3%) This is why he's in the companies he's in. You at least get the dividend. Well positioned going forward for its access to capital, core assets, global footprint. Doesn't get any better than that. Still buying here.
HOLD
Likes it, great assets, inflation hedge. Always an expensive name. Dividend increases. NPI is better value.
PAST TOP PICK

(A Top Pick Mar 16/21, Up 0.2%) Likes this long term, because the renewable energy trend won't go away. Brookfield is well-established in renewables Water power makes up 50% of their business; hydro is stable and garners a higher multiple. Solar and wind segments are increasing. Funds have been flowing into renewables, but green energy shares got ahead of themselves in 2021. All green energy stocks have surged recently, because Europe wants to decrease (Russian) crude oil use and increase renewables.

BUY
Allan Tong’s Discover Picks Renewable energy stocks have been a tear since the invasion. From February 24 and 28, BEP.UN has rallied nearly 6.5%. In fact, BEP.UN's climb began before that. Shares have risen 11% in the past month. They bottomed on January 25 at $40 as fears of an interest rate explosion gripped markets and drove renewables into the cellar. Since then, BEP.UN shares have jumped past $45. BEP.UN itself has risen nearly 27% in the last 24 months during the pandemic, and appears to have ended its losing streak of ever-sinking lows since its January 2021 peak. With current momentum, BEP.UN can return to $50 in short order. Read Looking ahead with 2 Canadian Stocks for our full analysis.
BUY
Really likes renewable space. Valuations have fallen as high market valuations receded. Excellent assets with attractive stock price valuation. Good company to own with strong divided yield. Expecting large amounts of growth in the future. Good time to be buying stock.
WAIT
An incredible wave of money went into the renewables about a year ago. Relatively expensive on underlying cash generation at 15-20x cashflow. Not cheap yet. Very good asset managers, so it trades at a premium.
DON'T BUY
He prefers owning BAM'A or even Brookfield Infrastructure. BEP.UN has had a harder time getting recognized by the market. The stock is not expensive, but sells at a slight premium to these other two Brookfield stocks.
TOP PICK
Last year was great, now stock's weak. Long-term, you'd be happy to own it. BAM gives them access to capital and geographic sourcing. Acquisition just this morning. Assets are Canadian hydro-electric, which are dependable and long-term. Good entry point for a great company with a global reach. Yield is 3.72%. (Analysts’ price target is $51.64)
WAIT
He likes it long-term but uncertainty short-term about earnings. Utility like. At some point it is going to be a mature industry paying big dividends. Not there yet. Right now because of broader market concerns, need to be cautious.
BUY ON WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The sector has risen sharply in 2020. The downside reaction in 2021 was probably overdone. In a risk off market, the stable cash flow in the sector would be attractive. A solid company with growing dividends. Good for income and some growth.Good recovery potential from current levels. Unlock Premium - Try 5i Free

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