Caprock Group LLC Takes $1.25 Million Position in Brookfield Corporation $BN

Caprock Group LLC acquired a new position in shares of Brookfield Corporation (NYSE:BN) in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 19,046 shares of the company’s stock, valued at approximately $1,252,000.

A number of other institutional investors also recently modified their holdings of the business. Triasima Portfolio Management inc. increased its stake in shares of Brookfield by 9.0% in the third quarter. Triasima Portfolio Management inc. now owns 288,866 shares of the company’s stock valued at $19,825,000 after buying an additional 23,923 shares during the period. Principal Financial Group Inc. grew its stake in shares of Brookfield by 1.6% in the third quarter. Principal Financial Group Inc. now owns 50,849,914 shares of the company’s stock worth $3,487,338,000 after purchasing an additional 799,440 shares during the last quarter. Citizens Financial Group Inc. RI increased its stake in shares of Brookfield by 777.8% in the third quarter. Citizens Financial Group Inc. RI now owns 45,777 shares of the company’s stock valued at $3,139,000 after buying an additional 40,562 shares during the period. Eldred Rock Partners LLC raised its holdings in Brookfield by 12.0% during the 3rd quarter. Eldred Rock Partners LLC now owns 317,056 shares of the company’s stock worth $21,744,000 after purchasing an additional 34,008 shares during the last quarter. Finally, Chicago Partners Investment Group LLC raised its stake in Brookfield by 48.5% during the third quarter. Chicago Partners Investment Group LLC now owns 429,805 shares of the company’s stock worth $29,476,000 after buying an additional 140,383 shares during the last quarter. Institutional investors own 61.60% of the company’s stock.

Key Headlines Impacting Brookfield

Here are the key news stories impacting Brookfield this week:

• Positive Sentiment: Q4 results beat expectations — Brookfield reported EPS of $0.67 vs. consensus $0.61 and revenue roughly in line with estimates, highlighting stronger operating performance for the quarter. MarketBeat Q4 Release
• Positive Sentiment: Record distributable earnings and corporate actions — Brookfield reported record distributable earnings before realizations of $5.4B, a 17% increase in the quarterly dividend and over $1B of share repurchases in 2025, which support cash return and capital allocation narratives. GlobeNewswire Release
• Positive Sentiment: Quarterly dividend raised — Brookfield declared a quarterly dividend of $0.07 (up from $0.06), implying an annualized yield ~0.6%; record/ex‑dividend date set for March 17 and payment March 31. Higher payout signals management confidence and supports income investors. FinancialPost / Press Release
• Positive Sentiment: Analyst upgrades — RBC and BMO raised their price targets from $49 to $51 and assigned “Outperform” ratings, implying additional upside and providing third‑party validation of the company’s outlook. BayStreet.CA Analyst Notes
• Positive Sentiment: Earnings call commentary points to durable growth — Calls and writeups emphasize strong asset‑management inflows, resilient operating cash flows, and strategic growth initiatives that underpin the upbeat guidance. Yahoo Finance — Call Highlights
• Neutral Sentiment: Supplementary materials available — Management provided a slide deck and call transcript for investors; useful for deeper due diligence but not new news by itself. Slide Deck / Press Release

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on the company. Keefe, Bruyette & Woods reiterated an “outperform” rating on shares of Brookfield in a report on Monday, December 1st. Scotiabank reiterated an “outperform” rating and set a $52.00 price objective (up from $49.00) on shares of Brookfield in a report on Friday. Wall Street Zen upgraded shares of Brookfield from a “sell” rating to a “hold” rating in a report on Saturday, January 31st. BMO Capital Markets increased their price target on Brookfield from $49.00 to $51.00 and gave the company an “outperform” rating in a research report on Friday. Finally, TD Securities upped their price objective on shares of Brookfield from $57.00 to $59.00 and gave the stock a “buy” rating in a research report on Friday, November 14th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, Brookfield presently has a consensus rating of “Moderate Buy” and a consensus price target of $54.37.

Brookfield Stock Performance

NYSE:BN opened at $47.77 on Friday. Brookfield Corporation has a 1-year low of $29.07 and a 1-year high of $49.56. The company has a market capitalization of $118.32 billion, a price-to-earnings ratio of 96.84 and a beta of 1.57. The business has a 50 day moving average of $46.57 and a 200 day moving average of $45.60. The company has a debt-to-equity ratio of 1.54, a current ratio of 1.31 and a quick ratio of 1.19.

Brookfield (NYSE:BN) last announced its quarterly earnings results on Thursday, November 13th. The company reported $0.63 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.61 by $0.02. Brookfield had a return on equity of 3.93% and a net margin of 1.74%.The company had revenue of $1.59 billion for the quarter, compared to the consensus estimate of $1.58 billion. On average, sell-side analysts predict that Brookfield Corporation will post 3.85 earnings per share for the current fiscal year.

Brookfield Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Tuesday, March 17th will be issued a dividend of $0.07 per share. This is a boost from Brookfield’s previous quarterly dividend of $0.06. The ex-dividend date is Tuesday, March 17th. This represents a $0.28 dividend on an annualized basis and a dividend yield of 0.6%. Brookfield’s dividend payout ratio (DPR) is presently 66.67%.

Brookfield Company Profile

Brookfield Corporation (NYSE:BN) is a global alternative asset manager that specializes in real assets. The company invests in and operates businesses across real estate, infrastructure, renewable power and energy, private equity and credit. Its activities span both ownership and active management of physical assets as well as the operation of investment funds and vehicles that provide institutional and retail investors access to long‑lived, cash‑generating assets.

Brookfield’s services include asset management, direct investing, property development and the operation of infrastructure and energy businesses.