Morgan Stanley raises Brookfield stock price target to $54 on valuation methodology shift

Published 13/10/2025, 10:44
Morgan Stanley raises Brookfield stock price target to $54 on valuation methodology shift

Investing.com - Morgan Stanley has raised its price target on Brookfield Corporation (NYSE:BN) to $54.00 from $50.67 while maintaining an Overweight rating. The new target represents significant upside from the current trading price of $43.03, with analyst targets ranging from $32.00 to $55.33. According to InvestingPro data, Brookfield has shown strong momentum with a 33.21% return over the past six months.

The price target increase represents a 7% boost from the previous target, which has been adjusted to reflect Brookfield’s recently completed 3-2 stock split that took effect after market close on October 9.

Morgan Stanley has updated its earnings per share (EPS) estimates for Brookfield, with third-quarter EPS declining 5% to 57 cents, while 2025 and 2026 EPS estimates were reduced by 5% and 7% respectively to $2.35 and $2.86.

The firm’s 2027 EPS estimate was increased by 2% to $3.94, and Morgan Stanley has rolled its valuation methodology forward to 2027, contributing to the higher price target.

Brookfield had announced the stock split on August 7, approximately two months before its implementation on October 9.

In other recent news, Just Group plc shareholders have approved the acquisition by Brookfield Wealth Solutions, marking a significant milestone toward completing the deal. This transaction, which received strong shareholder support, is anticipated to close in the first half of 2026, pending regulatory approvals. In analyst updates, TD Cowen has reiterated its Buy rating for Brookfield Corporation, citing a potential return of approximately 25% with a price target of $83. Goldman Sachs has also initiated coverage on Brookfield Corporation with a Buy rating and a price target of $78, highlighting the company’s potential for significant capital generation and growth. JPMorgan has raised its price target for Brookfield Corporation to $73, maintaining an Overweight rating due to its strong fundraising outlook and position in Infrastructure. RBC Capital has increased its price target for Brookfield Corporation to $83, attributing this to solid quarterly results and identifying catalysts for future growth. These developments reflect a period of strategic acquisitions and positive analyst outlooks for Brookfield Corporation.

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