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How Mixed 2025 Results, Buybacks and Dividends At Brookfield Business Partners (BBU) Have Changed Its Investment Story

Simply Wall St·02/13/2026 00:47:40
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  • Brookfield Business Partners L.P. has reported fourth-quarter and full-year 2025 results, showing sales of US$7,094 million for the quarter and US$27,457 million for the year, alongside net losses of US$42 million and US$26 million respectively, while also completing a 2,100,000-share buyback for US$72 million and affirming plans for a US$0.0625 per-share quarterly dividend payable on March 31, 2026.
  • Together, the earnings release, completed buyback amounting to around 1% of shares, and confirmation of a US$0.25 annual dividend clarify how Brookfield Business Partners is balancing reinvestment with ongoing capital returns to unitholders.
  • Next, we will examine how Brookfield Business Partners’ earnings profile and completed share repurchase program shape its broader investment narrative for investors.

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What Is Brookfield Business Partners' Investment Narrative?

To own Brookfield Business Partners, you need to be comfortable with a complex, acquisition-driven business that is still reporting small losses and seeing revenue step down as assets are recycled. The latest results and buyback do not fundamentally change that big picture, but they do sharpen the near term focus. Q4 and full year 2025 figures show sales down and a modest net loss, while the completed US$72 million repurchase and reaffirmed US$0.25 annual dividend suggest management is confident enough in liquidity to keep capital flowing back to unitholders even as a corporate reorganization approaches. For now, the key catalysts remain progress on simplification and asset rotation, while the main risk is that continued earnings volatility and interest costs limit the flexibility implied by the current valuation.

However, investors should be aware of how ongoing losses interact with higher interest costs. Despite retreating, Brookfield Business Partners' shares might still be trading above their fair value and there could be some more downside. Discover how much.

Exploring Other Perspectives

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BBU 1-Year Stock Price Chart

Explore another fair value estimate on Brookfield Business Partners - why the stock might be worth over 3x more than the current price!

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.