Brookfield Corporation Class A Limited Voting Shares (BN) Stock Analysis — Latest Investor Quotes & Trade Calls

Franklin Resources: DOJ Resolution Boosting Sentiment

"Let's take a look at Franklin Resources. So, ticker BN. Those shares are up today just slightly, 1.5%. So, that was up slightly more earlier, bearing some of those opening gains. But we did get news from the company itself. They said that the US Department of Justice is preparing to resolve an investigation into its fixed income unit Western asset management company without criminal charges. So clearly that's boying the stock a little bit this morning. Apparently the Justice Department told the company on the 13th of December that it is preparing to resolve the investigation through a disposition."

The commentary on Franklin Resources indicates a modest positive reaction as shares trade slightly higher following news that the DOJ is nearing a resolution on its investigation into the company's fixed income unit without criminal charges. This development seems to be calming investor concerns after a period of significant client outflows.

Favor Brookfield Corporation Over Asset Management Peer

-5.15%final return

"I personally am not purchasing any BAM in my portfolio and I still do prefer to buy more BN at the current share prices today."

The speaker compares two related Brookfield entities, explicitly stating a preference for Brookfield Corporation (BN) over Brookfield Asset Management (BAM). He argues that BN offers superior growth potential and a more attractive valuation, making it his preferred pick despite solid results from BAM.

"BN (earnings update): Q2/25 DE $1.3B (+13% YoY), $97B TTM inflows (+13%), $563B fee-bearing capital (+10%). BWS buying Just Group (+30% insurance AUM). $55B assets monetized YTD, record $177B deployable capital. $1B share buybacks YTD. AI strategy: potential $200B 5-year buildout with 7 compute sites. Management sees $102 intrinsic value. 3:2 split announced. ROE 15%."

"BN: Brookfield Corp has outperformed with 13,873% 30-yr compound return yet remains under-followed. Trades at 14x P/E but management believes shares could compound at 29% annually from 2024-2029. Even with conservative 15x P/E by 2027, expected 16% annual return. CEO Bruce Flatt has proven reliable."