Welcome to our dedicated page for Brookfield Corporation SEC filings (Ticker: BN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Brookfield Corporation's SEC filings document its U.S. reporting as a Canadian foreign private issuer that submits Form 6-K reports under the Form 40-F framework. The filings include press-release exhibits on operating results, dividends, share repurchases, and business activity across Alternative Asset Management, Wealth Solutions, and Operating Businesses.
Brookfield's filing exhibits also record capital-structure matters, including supplemental indentures for medium-term notes issued through Brookfield Finance II Inc., and governance records such as notices for annual and special meetings. These documents identify voting classes, meeting and record-date mechanics, debt terms, trustee arrangements, and other corporate disclosures for BN's public securities.
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 resetting the dividend on its Cumulative Class A Preference Shares, Series 24 for the five years from July 1, 2026 to June 30, 2031 at an annual rate of 5.432%, equal to $0.3395 per share each quarter, if declared.
Holders may instead convert Series 24 shares into Cumulative Class A Preference Shares, Series 25 on a one-for-one basis, with floating quarterly dividends set at 2.30% per year over the yield on three-month Government of Canada treasury bills. For the July 1 to September 30, 2026 period, the Series 25 dividend rate will be 1.16525% for the quarter (4.623% annualized), or $0.2913125 per share, if declared, payable on September 30, 2026.
Automatic conversion features apply if either series would have fewer than 1,000,000 shares outstanding after June 30, 2026. There are 10,808,027 Series 24 shares currently outstanding, and the Toronto Stock Exchange has conditionally approved the listing of the Series 25 shares upon conversion, subject to standard listing requirements.
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 REIT Adviser LLC, an entity associated with Brookfield Corp, reported an internal share transaction involving Class I Common Stock of Brookfield Real Estate Income Trust Inc. The Adviser received 105,468 shares at $10.3689 per share as payment of its monthly management fee under an advisory agreement.
Following this compensation-related issuance and related distribution reinvestment plan activity, the Adviser’s indirect holdings in the issuer increased to 436,737.028 Class I Common shares. The filing notes that the reporting persons disclaim beneficial ownership of any securities beyond their respective pecuniary interests.
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 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 and affiliated entities filed an amended beneficial ownership report for Brookfield Real Estate Income Trust Inc. following an internal reorganization effective April 20, 2026. The change adds Brookfield Wealth Solutions Ltd. as a reporting person and removes several prior Brookfield reporting entities.
As of April 20, 2026, Brookfield Corporation is deemed to beneficially own 31,010,305 shares, or 33.90%, of the REIT’s common stock, assuming 91,466,994 shares outstanding. BUSI II‑C L.P. and Brookfield Wealth Solutions Ltd. each report 30,606,146 shares, or 33.46%. Smaller stakes are held by BIM Capital LLC and Brookfield REIT Adviser LLC.
The filing explains that shares were acquired mainly through redemption of operating partnership units, fee payments in stock, and reinvestment of distributions under the REIT’s distribution reinvestment plan. It also describes a voting agreement requiring Brookfield Corporation and Brookfield Wealth Solutions Ltd. to make joint voting decisions on certain shares.
BROOKFIELD REAL ESTATE INCOME TRUST INC. reported that Brookfield REIT Adviser LLC received 105,505 shares of Class I common stock, valued at $10.3726 per share, as payment of a monthly management fee under its advisory agreement.
Following this non-market compensation transaction, the adviser indirectly holds 329,370 shares. The filing notes an internal reorganization at Brookfield Corporation that removed several related entities from this Form 4 and clarifies that reported holdings include shares issued through the issuer’s distribution reinvestment plan.