Brookfield (BN)

• Market cap: $74.5B
• 1 day: 1.78%
• 5 days: 5.95%
• 1 month: -4.02%
• 3 months: -14.58%
• 6 months: -10.18%
• Year to date: -13.64%
• 1 year: 27.40%
• 5 years: 47.13%
• 10 years: 94.90%
• Sector: Financials
• Industry: Asset Management

About: Brookfield Corp is an investment firm focused on building long-term wealth for institutions and individuals. It has seven operating segments: Asset Management, Wealth Solutions, Renewable Power and Transition, Infrastructure, Private Equity, Real Estate and Corporate Activities. It invests in real assets that form the backbone of the economy to deliver risk-adjusted returns to stakeholders. The company generates the majority of its revenue from Asset Management. It has a geographic presence in the UK, the United States, Australia, Canada, Brazil, India, Colombia, Germany, Other Europe, Other Asia, and other countries.

Employees: 250,000

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

248% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 33

105% more call options, than puts

Call options by funds: $109M | Put options by funds: $53.3M

11% more capital invested

Capital invested by funds: $53.7B [Q3] → $59.5B (+$5.77B) [Q4]

9% more funds holding

Funds holding: 735 [Q3] → 804 (+69) [Q4]

8% more funds holding in top 10

Funds holding in top 10: 62 [Q3] → 67 (+5) [Q4]

1.51% more ownership

Funds ownership: 61.41% [Q3] → 62.92% (+1.51%) [Q4]

13% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 273

Research analyst outlook

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

• Low target: $61 23% upside
• Avg. target: $69 38% upside
• High target: $75 51% upside

4 analyst ratings

• positive: 4 100%
• neutral: 0 0%
• negative: 0 0%

Morgan Stanley Michael Cyprys 46% 1-year accuracy 11 / 24 met price target	23% upside $61	Overweight Maintained	14 Apr 2025
Scotiabank Mario Saric 53% 1-year accuracy 8 / 15 met price target	37% upside $68	Sector Outperform Maintained	7 Apr 2025
TD Securities Cherilyn Radbourne 0% 1-year accuracy 0 / 2 met price target	51% upside $75	Buy Maintained	11 Feb 2025
CIBC Dean Wilkinson 0% 1-year accuracy 0 / 1 met price target	41% upside $70	Outperformer Maintained	23 Jan 2025