Brookfield Corporation SEC Filings

Brookfield Corporation reported the results of a planned conversion right for its Cumulative Class A Preference Shares, Series 24. Only 1,400 Series 24 shares were tendered for conversion into Series 25 shares, below the required one million-share minimum. Because this threshold was not met, no Series 24 shares will be converted, and all holders will retain their existing Series 24 Preference Shares under the current terms.

Brookfield Corporation is asking shareholders to approve a corporate simplification that combines Brookfield Corporation (BN) and Brookfield Wealth Solutions (BWS) into a single publicly traded parent, Brookfield Corporation Ltd., listed on the NYSE and TSX under the symbol “BN”. The Form 6-K furnishes the management information circular for the July 16, 2026 virtual annual and special meeting, including a transaction resolution and new equity plans for the combined structure.

The circular highlights 2025 as a strong year, with record distributable earnings before realizations of $5.4 billion, or $2.27 per share, an 11% per-share increase. Asset management generated $2.8 billion of distributable earnings, supported by $112 billion of fundraising and a 12% rise in fee-bearing capital to $603 billion, driving 22% growth in fee-related earnings. The wealth solutions business produced $1.7 billion of distributable earnings, with insurance assets reaching $143 billion and $20 billion of annuity sales.

Operating businesses delivered $1.6 billion of distributable earnings and high occupancies in core real estate, while Brookfield advanced $91 billion of asset sales and ended 2025 with $11.6 billion of accumulated unrealized carried interest. The company repurchased over $1 billion of shares in 2025 at an average price of $36, plus $460 million more through mid‑May 2026. Shares generated a 21% total return in 2025, and management cites a more than 30‑year compound annual return of 19%.

Brookfield Corporation is asking shareholders to approve a corporate simplification that combines Brookfield Corporation (BN) and Brookfield Wealth Solutions (BWS) into a single publicly traded parent, Brookfield Corporation Ltd., listed on the NYSE and TSX under the symbol “BN”. The Form 6-K furnishes the management information circular for the July 16, 2026 virtual annual and special meeting, including a transaction resolution and new equity plans for the combined structure.

The circular highlights 2025 as a strong year, with record distributable earnings before realizations of $5.4 billion, or $2.27 per share, an 11% per-share increase. Asset management generated $2.8 billion of distributable earnings, supported by $112 billion of fundraising and a 12% rise in fee-bearing capital to $603 billion, driving 22% growth in fee-related earnings. The wealth solutions business produced $1.7 billion of distributable earnings, with insurance assets reaching $143 billion and $20 billion of annuity sales.

Operating businesses delivered $1.6 billion of distributable earnings and high occupancies in core real estate, while Brookfield advanced $91 billion of asset sales and ended 2025 with $11.6 billion of accumulated unrealized carried interest. The company repurchased over $1 billion of shares in 2025 at an average price of $36, plus $460 million more through mid‑May 2026. Shares generated a 21% total return in 2025, and management cites a more than 30‑year compound annual return of 19%.

Brookfield Corporation and Brookfield Wealth Solutions have received board approval for a corporate simplification that will combine them into one publicly traded company, Brookfield Corporation Ltd., listed on the NYSE and TSX under the symbol BN.

All class A limited voting shares of BN and class A exchangeable limited voting shares of BWS will be exchanged on a one-for-one basis for new shares of Brookfield Corporation Ltd. The transaction will proceed through a court-approved plan of arrangement, requires shareholder and regulatory approvals, and is expected to be tax deferred for U.S. and Canadian shareholders.

Shareholders of BN and BWS will vote on the transaction at their 2026 annual general meetings on July 16, 2026. After closing, targeted by year-end, Brookfield Corporation Ltd. is expected to pay quarterly distributions equal to those currently paid by BN and BWS.

Brookfield Corporation and Brookfield Wealth Solutions have received board approval for a corporate simplification that will combine them into one publicly traded company, Brookfield Corporation Ltd., listed on the NYSE and TSX under the symbol BN.

All class A limited voting shares of BN and class A exchangeable limited voting shares of BWS will be exchanged on a one-for-one basis for new shares of Brookfield Corporation Ltd. The transaction will proceed through a court-approved plan of arrangement, requires shareholder and regulatory approvals, and is expected to be tax deferred for U.S. and Canadian shareholders.

Shareholders of BN and BWS will vote on the transaction at their 2026 annual general meetings on July 16, 2026. After closing, targeted by year-end, Brookfield Corporation Ltd. is expected to pay quarterly distributions equal to those currently paid by BN and BWS.

Brookfield Corporation reported stronger results for the quarter ended March 31, 2026. Revenue rose to $18.6 billion from $17.9 billion, while net income increased to $1.0 billion from $215 million, helped by higher contributions from infrastructure, energy projects and equity-accounted investments.

Net income attributable to shareholders was $102 million, or $0.03 per share, up from $73 million or $0.01 per share. Distributable earnings were broadly stable at $1.55 billion, essentially flat versus last year. The balance sheet remained large, with total assets of $519.6 billion and common equity of $42.7 billion as at March 31, 2026.

Brookfield continued to execute on its strategy, raising $67 billion of new capital since last quarter and investing $53 billion across the platform. Insurance assets reached about $180 billion following the acquisition of Just Group, and the wealth solutions business held $144 billion of insurance assets. The company repurchased over $1 billion of shares and is preparing to combine the Corporation with its Wealth Solutions business and to merge BN with its paired security BNT, aiming for a simpler, fully integrated insurance and investment organization.

Brookfield Corporation reported stronger results for the quarter ended March 31, 2026. Revenue rose to $18.6 billion from $17.9 billion, while net income increased to $1.0 billion from $215 million, helped by higher contributions from infrastructure, energy projects and equity-accounted investments.

Net income attributable to shareholders was $102 million, or $0.03 per share, up from $73 million or $0.01 per share. Distributable earnings were broadly stable at $1.55 billion, essentially flat versus last year. The balance sheet remained large, with total assets of $519.6 billion and common equity of $42.7 billion as at March 31, 2026.

Brookfield continued to execute on its strategy, raising $67 billion of new capital since last quarter and investing $53 billion across the platform. Insurance assets reached about $180 billion following the acquisition of Just Group, and the wealth solutions business held $144 billion of insurance assets. The company repurchased over $1 billion of shares and is preparing to combine the Corporation with its Wealth Solutions business and to merge BN with its paired security BNT, aiming for a simpler, fully integrated insurance and investment organization.

Brookfield Corp /ON/ filed a Form 13F-HR reporting holdings managed by its institutional investment managers. The filing states a Form 13F Information Table Entry Total of 136 and a Form 13F Information Table Value Total of $74,228,217,583. The report lists 6 other included managers and is signed by Ronald Fisher-Dayn, Managing Partner and Chief Compliance Officer, on 05-14-2026.

Brookfield Corp /ON/ filed a Form 13F-HR reporting holdings managed by its institutional investment managers. The filing states a Form 13F Information Table Entry Total of 136 and a Form 13F Information Table Value Total of $74,228,217,583. The report lists 6 other included managers and is signed by Ronald Fisher-Dayn, Managing Partner and Chief Compliance Officer, on 05-14-2026.

Brookfield Corporation reported strong first quarter 2026 results, with distributable earnings of $1.6 billion or $0.66 per share, and net income of $1.0 billion. Distributable earnings before realizations rose to $1.4 billion ($0.59 per share), up 7% and 6% per share over prior periods.

Asset Management generated $765 million of DE in the quarter and grew fee-bearing capital 12% to $614 billion, supported by $67 billion of year-to-date fundraising. Wealth Solutions produced $430 million of DE and held $13.2 billion of book equity, underpinning a 15% return on equity.

Operating Businesses delivered $360 million of DE, aided by resilient real estate metrics and $17 billion of asset sales, while total available capital reached $188 billion. Year-to-date, the company repurchased over $1 billion of BN and BAM shares and declared a quarterly dividend of $0.07 per BN share.

Brookfield Corporation reported strong first quarter 2026 results, with distributable earnings of $1.6 billion or $0.66 per share, and net income of $1.0 billion. Distributable earnings before realizations rose to $1.4 billion ($0.59 per share), up 7% and 6% per share over prior periods.

Asset Management generated $765 million of DE in the quarter and grew fee-bearing capital 12% to $614 billion, supported by $67 billion of year-to-date fundraising. Wealth Solutions produced $430 million of DE and held $13.2 billion of book equity, underpinning a 15% return on equity.

Operating Businesses delivered $360 million of DE, aided by resilient real estate metrics and $17 billion of asset sales, while total available capital reached $188 billion. Year-to-date, the company repurchased over $1 billion of BN and BAM shares and declared a quarterly dividend of $0.07 per BN share.

Brookfield Corporation has scheduled its upcoming Annual and Special Meeting of Security Holders for July 16, 2026. Holders of Class A and Class B limited voting shares as of the record date of May 29, 2026 are entitled to receive notice of, and vote at, the meeting.

The company will use a notice-and-access system for both registered shareholders and beneficial holders. TSX Trust Company confirms it will handle related meeting logistics and that the issuer will pay for delivery to objecting beneficial owners.

Brookfield Corporation has scheduled its upcoming Annual and Special Meeting of Security Holders for July 16, 2026. Holders of Class A and Class B limited voting shares as of the record date of May 29, 2026 are entitled to receive notice of, and vote at, the meeting.

The company will use a notice-and-access system for both registered shareholders and beneficial holders. TSX Trust Company confirms it will handle related meeting logistics and that the issuer will pay for delivery to objecting beneficial owners.

Brookfield Corporation, through Brookfield Finance II Inc., is expanding its Canadian dollar debt structure. A supplemental indenture provides for an additional CDN$250,000,000 of 5.399% Notes due 2055, bringing that series’ aggregate principal to CDN$900,000,000. A separate fourth supplemental indenture establishes a new CDN$500,000,000 series of 4.803% Medium Term Notes due April 21, 2036. These 2036 Notes pay interest semi-annually, are redeemable at a Canada Yield Price or at par depending on timing, and include a change-of-control put at 101% of principal plus accrued interest.

Brookfield Corporation, through Brookfield Finance II Inc., is expanding its Canadian dollar debt structure. A supplemental indenture provides for an additional CDN$250,000,000 of 5.399% Notes due 2055, bringing that series’ aggregate principal to CDN$900,000,000. A separate fourth supplemental indenture establishes a new CDN$500,000,000 series of 4.803% Medium Term Notes due April 21, 2036. These 2036 Notes pay interest semi-annually, are redeemable at a Canada Yield Price or at par depending on timing, and include a change-of-control put at 101% of principal plus accrued interest.

Brookfield Corporation is raising C$750 million through a Canadian public debt offering. It priced C$500 million of medium-term notes due April 21, 2036 at a 4.803% annual interest rate, paid semi-annually, and a C$250 million re-opening of 5.399% notes due December 11, 2055.

The new 2055 notes will be issued at 99.495% of face value, with an effective yield of 5.433% if held to maturity, and will bring that series to C$900 million outstanding. The notes are expected to be rated A-/A3/A by major agencies, and Brookfield plans to use the net proceeds for general corporate purposes.

Brookfield Corporation filed a Form 6-K to share details of its first quarter 2026 results conference call. The company will host the call and webcast on May 14, 2026 at 10:00am (ET), with results released that morning at approximately 7:00am (ET).

Investors can access the event via a pre-registered conference call or a live webcast, with a replay available for 90 days. Brookfield describes itself as a leading global investment firm with three core businesses across alternative asset management, wealth solutions, and operating businesses in energy, infrastructure, services, and real estate.

Brookfield Corporation filed a Form 6-K to share details of its first quarter 2026 results conference call. The company will host the call and webcast on May 14, 2026 at 10:00am (ET), with results released that morning at approximately 7:00am (ET).

Investors can access the event via a pre-registered conference call or a live webcast, with a replay available for 90 days. Brookfield describes itself as a leading global investment firm with three core businesses across alternative asset management, wealth solutions, and operating businesses in energy, infrastructure, services, and real estate.