Analyst Consensus ?
ConsensusBuy9 ratings
Bullish888.9%
Neutral111.1%
Bearish00.0%
Brookfield Corporation · BN · FY2025 Q1 · Calendar Q2 2025
Brookfield highlights capital deployment and Wealth Solutions growth
The supplied analysis supports a constructive but conditional view: Brookfield’s diversified, contracted businesses, capital deployment and Wealth Solutions expansion provide growth avenues, while monetization timing, transaction activity and macro conditions remain important constraints.
Reported Before market openNYSEFinancial Services
$82.26B market cap
70quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $0.87
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus —
Revenue surprise
—
Reported versus consensus
Market reaction
prior-close to event-session close
Stock move
+3.1%
Event window
SPY move
+0.7%
Same window
Abnormal move
+2.4%
Stock minus SPY
Volume
1.2×
Versus trailing sessions
Subsequent drift
+2.2%
Up to 20 sessions
BNSPY benchmark
Ask FN2 about BN FY2025 Q1
Transcript, numbers and history already loaded
What drove BN's +3.1% move after FY2025 Q1 earnings?What changed in BN's guidance and outlook in FY2025 Q1?Give me the bull and bear case for BN after FY2025 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Management highlighted $20 billion of quarterly acquisition commitments, a record $850 million quarterly share repurchase, the first dedicated UK pension-risk-transfer license since 2007, and continued Wealth Solutions expansion.
Guidance delta
No formal guidance was provided in the supplied analysis.
Key takeaways
- Management said distributable earnings rose 30% year over year, supported by performance across the franchise.
- Wealth Solutions is targeting $25 billion of annuity write-offs in 2025 and expanding distribution internationally.
- Brookfield committed $20 billion to acquisitions and cited a record $165 billion of deployable capital.
- Management emphasized share repurchases, real-estate leasing momentum and opportunities linked to deglobalization, digitalization and decarbonization.
Management priorities
- Scale Wealth Solutions distribution through larger bank channels and international markets.
- Deploy capital through acquisitions and organic growth across sectors.
- Continue opportunistic share repurchases when management views the shares as undervalued.
- Maintain real-estate leasing momentum and pursue further asset sales over the next 12 to 24 months.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$37.29Current
$27.33Low
$49.74Average
$61High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 6, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Scotiabank | Sector Outperform | Sector Outperform | Maintain | Aug 14, 2026 |
| Morgan Stanley | Overweight | Overweight | Maintain | Jul 21, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | May 15, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | May 12, 2026 |
| TD Securities | Buy | Buy | Maintain | Nov 14, 2025 |
| CIBC | Outperform | Outperform | Maintain | Nov 14, 2025 |
| BMO Capital | Outperform | Outperform | Maintain | Nov 15, 2024 |
| Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintain | Aug 9, 2024 |
| Credit Suisse | Outperform | Outperform | Maintain | Aug 31, 2023 |
Named analyst price targets
Upside is calculated against the persisted current price $37.29. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Scotiabank | Mario Saric | $54 | $43.68 | +44.8% | Aug 14, 2026 |
| Morgan Stanley | Analyst unavailable | $59 | $42.41 | +58.2% | Jul 21, 2026 |
| TD Securities | Cherilyn Radbourne | $60 | $45.06 | +60.9% | May 19, 2026 |
| Scotiabank | Analyst unavailable | $53 | $45.76 | +42.1% | May 15, 2026 |
| RBC Capital | Analyst unavailable | $61 | $45.6 | +63.6% | May 15, 2026 |
| Morgan Stanley | Michael Cyprys | $61 | $47.44 | +63.6% | Apr 21, 2026 |
| Morgan Stanley | Michael Cyprys | $60 | $47.39 | +60.9% | Feb 17, 2026 |
| Scotiabank | Analyst unavailable | $52 | $47.91 | +39.4% | Feb 13, 2026 |
| Morgan Stanley | Analyst unavailable | $58 | $46.98 | +55.5% | Jan 27, 2026 |
| BMO Capital | Sohrab Movahedi | $49 | $44.99 | +31.4% | Dec 17, 2025 |
| RBC Capital | Analyst unavailable | $58 | $45.66 | +55.5% | Dec 15, 2025 |
| CIBC | Analyst unavailable | $52 | $43.6 | +39.4% | Nov 14, 2025 |
| Morgan Stanley | Analyst unavailable | $54 | $44.2 | +44.8% | Oct 13, 2025 |
| Goldman Sachs | Alexander Blostein | $52 | $43.81 | +39.4% | Sep 2, 2025 |
| TD Securities | Analyst unavailable | $54.67 | $44.79 | +46.6% | Aug 5, 2025 |
| Scotiabank | Analyst unavailable | $50 | $44.98 | +34.1% | Jul 30, 2025 |
| BMO Capital | Sohrab Movahedi | $41.33 | $37.88 | +10.8% | Nov 15, 2024 |
| CIBC | Dean Wilkinson | $38 | $29.8 | +1.9% | Aug 9, 2024 |
| Scotiabank | Mario Saric | $34.17 | $29.63 | -8.4% | Aug 9, 2024 |
| RBC Capital | Geoffrey Kwan | $37.33 | $29.63 | +0.1% | Aug 9, 2024 |
| BMO Capital | Sohrab Movahedi | $30.67 | $29.34 | -17.8% | May 10, 2024 |
| Credit Suisse | Analyst unavailable | $27.33 | $25.13 | -26.7% | Feb 6, 2023 |
| TD Securities | Cherilyn Radbourne | $48 | $33.25 | +28.7% | Sep 9, 2022 |
| Deutsche Bank | Brian Bedell | $38 | $31.39 | +1.9% | May 21, 2022 |
| Deutsche Bank | Brian Bedell | $40 | $30.29 | +7.3% | May 13, 2022 |
| Credit Suisse | Analyst unavailable | $47.67 | $33.16 | +27.8% | Apr 27, 2022 |
| Scotiabank | Mario Saric | $42 | $37.51 | +12.6% | Aug 16, 2021 |
Track every rating change on BN the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationBrookfield Corporation operates as a leading alternative asset and real estate investment management firm. It specializes in real estate, renewable power, infrastructure, venture capital, and private equity, providing a diverse range of public and private investment products and services to institutional and individual clients alike. The firm's investment approach centers on acquiring substantial, high-quality assets worldwide, utilizing both its proprietary capital and funds contributed by other investors. Within its private equity and venture capital divisions, Brookfield engages in a broad spectrum of activities, including growth equity, early-stage investments, control and distressed buyouts, corporate spin-offs, recapitalizations, and various forms of debt financing (convertible, senior, and mezzanine). It also focuses on operational and capital structure restructuring, strategic turnarounds, and revitalizing underperforming mid-market companies.…
Historical context
All BN earningsFinancial Services peers this season
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|---|---|---|---|---|
| FDS FactSet Research Systems Inc. | FY2026 Q4 · Calendar Q3 2026 | +3.9% | +3.8% | FactSet reports record FY26 results as AI and MCP adoption accelerate |
| PUK Prudential plc | FY2026 Q2 · Calendar Q3 2026 | -40.9% | -0.5% | Prudential sustains growth and capital returns focus in H1 2026 |
| CM Canadian Imperial Bank of Commerce | FY2026 Q3 · Calendar Q3 2026 | +8.9% | -2.8% | CIBC Q3: Broad growth, resilient credit and expanded AI rollout |
| TD The Toronto-Dominion Bank | FY2026 Q3 · Calendar Q3 2026 | +13.8% | +1.4% | TD emphasizes growth investments alongside disciplined capital management |
| RY Royal Bank of Canada | FY2026 Q3 · Calendar Q3 2026 | +6.2% | -1.3% | RBC reports record Q3 earnings while investing for growth |
| AFRM Affirm Holdings, Inc. | FY2026 Q4 · Calendar Q3 2026 | +1230.3% | +0.3% | Affirm's most profitable quarter shifts focus to product execution |
Latest beats and misses
Who reports nextBeat on EPS
- ACNFY2026 Q4 · October 1, 2026+3.5% EPS+15.8% move
- MKCFY2026 Q3 · October 1, 2026+13.9% EPS-4.9% move
- NKEFY2027 Q1 · October 1, 2026+10.0% EPS-0.7% move
- CAGFY2027 Q1 · September 30, 2026+44.4% EPS-4.9% move
- FDSFY2026 Q4 · September 30, 2026+3.9% EPS+3.8% move
- JBLFY2026 Q4 · September 30, 2026+8.1% EPS-10.0% move
Get the BN recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-04-24T00:01:17.206701+00:00
- Polygon adjusted daily market bars · 2026-10-06T21:10:44.956081+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-06T21:10:44.953610+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-06. For educational purposes only; not investment advice.