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Brookfield Infrastructure Partners (BIP.UN.TO)

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54.10

-0.10 (0.18%)

as of Jun 5, 2026, 8:00:00 pm Market Open.

845 watching

Investor Insights

Jun 5, 2026, 12:00 am

This summary was created by AI, based on 29 opinions in the last 12 months.

Brookfield Infrastructure Partners (BIP.UN-T) is recognized for its strong yield, diversified assets, and solid growth potential. Analysts highlight its significant role in Canada's infrastructure buildout, with a favorable market positioning in sectors like airports and data centers. The stock has garnered attention for its ability to recycle capital effectively and maintain a robust dividend, currently yielding around 5%. Despite some bearish perspectives regarding short-term trends and interest rate sensitivity, the overall sentiment remains positive, with several experts recommending it as a high-quality investment for income-focused portfolios. Several analysts stress its undervalued status relative to its performance, indicating that it presents a potentially lucrative opportunity for long-term investors.

Consensus

Buy

Valuation

Undervalued

Similar

BEP.UN

BUY

BAM vs BIP The Brookfield companies are complex. BIP is exposed to the large-office property market. Companies are reducing their footprint here, so he's less bullish in this sector. However, he expects massive private investment as governments sell infrastructure to pay down debt, so private companies like this can take advantage. He'd favour BIP for this reason.

PAST TOP PICK

(A Top Pick Oct 04/19, Up 18%) Happy with it. Toll roads, seaports, airports, railroads. Very good at managing these assets and a huge amount of money to play that game.

WATCH

Overall, utilities tend to be inversely related to interest rates. Valuations are high when interest rates are low. The dependable revenues and dividends make it interest rate sensitive. More and more infrastructure projects will be outsourced. They have the ability to participate in that. An excellent company that is well-managed.

PAST TOP PICK

(A Top Pick Jun 05/19, Up 32%) A strong and well-managed company with good dividends. They have been very good at capital recycling with their assets. They generate good income on the side.

TOP PICK

it is a good grower, with 75% of their contracts are take-or-pay inflation linked with 11 years as the average term. The 4-5% yield is positive. A source of stability and income. (Analysts’ price target is $64.92)

BUY ON WEAKNESS

They are one of the most sophisticated private investors in the world. It is a little expensive right now. The dividend yield is around 4% which is better than bonds. You would want to look at it when the whole market shows weakness.

PAST TOP PICK

(A Top Pick Oct 04/19, Up 7%) Has great assets like toll roads, airports, railways, seaports. Low interest rates mean that pension plans and lifecos have to buy into these types of assets to lock in long-term yields to meet obligations.

BUY

Altagas He owned it years ago when they had just did a big acquisition in the U.S. which inspired concerns over leverage. All this hit the stock. It has since bounced back with great hydro and infrastructure assets. Pays a good, consistent yield. But he prefers Brookfield Infrastructure because it has more global assets that are run by fine managers. He prefers Brookfield.

TOP PICK

They just beat Q2 as governments pay down debt and sell assets that BIP can pick up. US midstream and data infrastucture continue to be BIP's focus. All their businesses should benefit from ongoing reopenings. Trades cheaply and he expects earnings to grow 18%. Pays a 4.5% yield that they grow 5-10% each year. It's a play on recovery and will do fine under President Biden. (Analysts’ price target is $62.83)

COMMENT

Tax differences? For a Canadian investor, there really is not much difference between BIP.UN and BIPC. US investors face different issues regarding limited partnerships. It was a strategy by Brookfield to increase liquidity and it is why BIPC trades at a premium to BIP.UN -- it was also added to the Russell Index. If you are a Canadian investor, stay with BIP.UN as it has a higher yield.

TOP PICK

A defense hold. They are being hit in some toll road assets and in Latin America, but he views these are temporary issues. He sees 2020 earnings down about 8%. In the meantime they will be looking for opportunities and have over $4 billion of liquidity. They have very limited short-term debt that will need to rolled over. A safe dividend with a good payout ratio. It trades at 12 times 2021 earnings -- very attractive. Yield 4.83% (Analysts’ price target is $64.84)

BUY

BAM vs. BIP For income, buy BIP; for capital appreciation, BAM. Both are well-run. BAM is the parent company and is one of the biggest asset managers in the world. BAM is solid and will be hunting for properties in this pullback; they are skilled investors. It's trading at a discount to NAV which means some downside protection It's a little difficult to understand all of BAM's moving parts and its reliance on various financing vehicles. (BPY is struggling, but will be a drag on BAM.) BIP and BAM will be fine long-term.

TOP PICK

It is a rotational play within the Brookfield space away from traditional office properties. There is an immediate need and we are going into a US election in November. (Analysts’ price target is $65.39)

HOLD

Good, long life assets. He sees no reason to sell it. It is acting very well.

BUY

Those guys are very creative financially. They tried to create a structure to change it to an actual corporation. The partnership units cause all sorts of tax problems. He has no idea why there is a price differential between this and the parent. He is comfortable holding it here.

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Brookfield Infrastructure Partners (BIP.UN.TO)