10 hours ago
8
Matt DiLallo, The Motley Fool
Sat, February 7, 2026 astatine 11:50 AM CST 4 min read
No 1 knows exactly what the aboriginal volition hold. However, immoderate companies person much visibility into what's up owed to the durability of their currency travel and the maturation investments they've secured. That gives them tons of assurance successful their quality to proceed expanding their dividends.
Brookfield Renewable (NYSE: BEPC) (NYSE: BEP) and Oneok (NYSE: OKE) person visibility into their maturation implicit the adjacent 5 years. As a result, you tin confidently clasp these dividend stocks for the agelong haul.
Where to put $1,000 close now? Our expert squad conscionable revealed what they judge are the 10 champion stocks to bargain close now, erstwhile you articulation Stock Advisor. See the stocks »
Brookfield Renewable operates a globally diversified portfolio of renewable energy assets. It sells the bulk of the energy it produces nether semipermanent powerfulness acquisition agreements (PPAs) with utilities and ample firm customers (90% of which are contracted for an mean of 13 years). Most of these PPA nexus rates to ostentation (70% of its revenue). The institution routinely signs higher-rate PPAs arsenic bequest agreements expire. For example, it precocious signed 2 20-year hydropower deals with Google, representing implicit $3 cardinal successful revenue. As a result, Brookfield generates unchangeable and steadily rising currency flow.
The institution besides has an tremendous backlog of renewable vigor improvement projects (84 gigawatts (GW) of advanced-stage projects). It delivered 8 GW of caller capableness past twelvemonth and expects to summation its yearly transportation tally complaint to 10 GW by 2027. The institution expects to present 10.5 GW of capableness to Microsoft alone successful the 2026 to 2030 clip framework arsenic portion of their planetary renewable vigor model agreement.
Brookfield's maturation drivers, which besides see acquisitions, powerfulness its presumption that it tin turn its funds from operations per stock by much than 10% annually done 2030. That supports its plans to summation its 3.7%-yielding dividend by 5% to 9% per year. Brookfield has raised its payout by astatine slightest 5% annually since 2011.
Oneok is simply a starring pipeline company. It has a diversified portfolio of midstream assets that make fee-based currency flows backed by semipermanent contracts and government-regulated complaint structures (over 90% fee-based earnings).
The institution has importantly expanded and diversified its operations successful caller years done a bid of acquisitions. Oneok inactive expects to seizure hundreds of millions of dollars successful commercialized synergies from these deals implicit the adjacent fewer years, boosting its currency flow. Additionally, the institution has respective integrated enlargement projects underway that should participate commercialized work done the mediate of 2028. It has ample fiscal flexibility to marque bolt-on acquisitions and o.k. further enlargement projects to further heighten and widen its growth.
English (CA) · 
English (US) · 
Spanish (MX) ·