Monitor July 16 shareholder vote on BN/BNT combination; the merger could simplify structure and unlock capital efficiencies. Current results are in line with expectations, with no material guidance revision.
Price Chart
Executive Summary
Brookfield Corp reported Q1 2026 revenue of $18.58B (+4% YoY) and net income attributable to shareholders of $102M ($0.03/shr vs $0.01/shr). Distributable earnings were flat at $1.55B. Management announced plans to combine with Brookfield Wealth Solutions, subject to shareholder vote on July 16, 2026. The quarter featured continued AUM growth and the acquisition of Just Group, expanding insurance assets to $180B.
Key Facts
- Revenue $18.58B, up 4% YoY from $17.94B
- Net income $1.042B vs $215M prior year
- Net income attributable to shareholders $102M ($0.03/shr) vs $73M ($0.01/shr)
- Distributable earnings $1.55B, flat YoY
- Fee-bearing capital increased 12% YoY to $614B
- Repurchased $479M of shares in Q1 2026
- Plan to combine BN and BNT, seeking board approval and shareholder vote on July 16, 2026
- Insurance assets reached $180B following Just Group acquisition
Financial Impact
Modest revenue and earnings growth; DE flat; $479M share repurchase
Risk Factors
- Execution risk on BN/BNT combination and integration
- Interest rate sensitivity impacting wealth solutions portfolio
- Foreign exchange exposure, particularly GBP, EUR, and CAD
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 7 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001001085-26-000015 |
| Document: a2026-q16xkcover.htm | 0001001085-26-000015 |
| Document: a2026-q1992ceo.htm | 0001001085-26-000015 |
| Document: a2026-q1993cfo.htm | 0001001085-26-000015 |
| Document: 0001001085-26-000015-index-headers.html | 0001001085-26-000015 |
| Document: 0001001085-26-000015-index.html | 0001001085-26-000015 |
| Document: 0001001085-26-000015.txt | 0001001085-26-000015 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
May 15, 2026 23w ago | 6-K | $12.98 $12.98 | · 0.00% | ▼ −1.58% | $12.98 (−0.00%) |
May 4, 2026 25w ago | 6-K | $12.98 $12.98 | · 0.00% | ▼ −4.95% | $12.98 (−0.00%) |
US Market Status
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