JPMorgan raises Brookfield stock price target to $73 on strong fundraising outlook

Published 12/08/2025, 11:58
JPMorgan raises Brookfield stock price target to $73 on strong fundraising outlook

Investing.com - JPMorgan raised its price target on Brookfield Corporation (NYSE:BN) to $73.00 from $70.00 on Tuesday, while maintaining an Overweight rating on the stock. The company, currently trading at $64.42 with a market capitalization of $98.4 billion, has delivered an impressive 47% return over the past year. InvestingPro data reveals 10+ additional insights about Brookfield’s valuation and growth prospects.

The investment bank views Brookfield as a "best-in-class alternative asset manager" with a leading position in Infrastructure, which may benefit particularly in a high interest rate environment and from potential asset privatization following the COVID-19 pandemic. The company’s strong market position is reflected in its substantial revenue base of $78.3 billion and a 29-year track record of consistent dividend payments.

JPMorgan highlighted Brookfield’s ongoing fundraising period, which it expects will significantly increase fee-earning assets and revenue, driven by flagship products and complemented by perpetual funds and new product launches.

The firm noted that anticipation of fundraising has historically driven outperformance in other alternative asset manager stocks, and it expects similar results for Brookfield.

JPMorgan also identified Brookfield’s insurance business as a potential key growth engine, noting the company has demonstrated substantial recent progress both organically and through acquisitions.

In other recent news, Brookfield Corporation reported its second-quarter 2025 earnings, revealing a significant revenue figure of $18.08 billion, which greatly surpassed the anticipated $1.4 billion. However, the company’s earnings per share (EPS) fell short of expectations, coming in at $0.80 compared to the forecasted $0.90, marking an 11.11% miss. Despite the EPS miss, RBC Capital responded positively by raising its price target for Brookfield Corporation from $81.00 to $83.00, maintaining an Outperform rating. RBC Capital highlighted "solid quarterly results" and identified several catalysts that could promote multi-year growth in distributable earnings and value per share. These developments indicate a mixed but optimistic outlook for the company, as analysts recognize both achievements and areas for improvement. The company’s revenue performance, in particular, stands out as a significant achievement in the recent quarter. Investors may find these updates crucial as they assess Brookfield Corporation’s potential for future growth.

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