Brookfield Infrastructure Partners…

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Brookfield Infrastructure Partners (BIP.UN.TO)

51.89

+0.27 (0.52%)

as of Jun 26, 2026, 8:00:00 pm Market Open.

845 watching

Investor Insights

Jun 27, 2026, 12:00 am

This summary was created by AI, based on 32 opinions in the last 12 months.

Brookfield Infrastructure Partners (BIP.UN-T) is seen as a strong investment opportunity, particularly for income-focused investors. Analysts highlight the company's robust growth prospects, driven by inflation-linked cash flows and a diverse portfolio that includes infrastructure assets like airports and data centers. Many experts view the current valuation as attractive, trading around 10x cash flow with a yield between 4.5% to over 5.5%, which they consider safe given its payout ratio. Despite some mixed opinions on market performance, the consensus leans positively, suggesting that the stock is a solid choice amidst market volatility. The expected continued infrastructure spending adds a favorable backdrop for BIP's growth trajectory, making it a compelling long-term hold for investors seeking both income and appreciation.

Consensus

Buy

Valuation

Undervalued

Similar

Brookfield, BN

BUY

Likes it and is positive infrastructure now, especially in Canada. BIP is one of the best in this class. They have offices all over the world to source deals. It's a leading private equity firm; he likes how they attract and invest capital. They will likely grow their dividend indefinitely. Fine to buy long term.

BUY

BIP.UN vs. BAM Strong earnings. Sale of Enwave gave them a healthy profit. BAM is also a great company to invest in, especially as it's trading at a discount to NAV. But with BAM, you get exposure to BPY, BEP, and the rest of the suite. BIP is more of an operational manager. If you want more diversity, BAM gives you that. Having both in your portfolio gives you full exposure to the infrastructure asset class.

BUY ON WEAKNESS

A big fan of Brookfield in general. You get a collection of utility like assets that gives you an added level of diversification. Capital allocation and management team is good too. The valuation must be looked at carefully. He is willing to pay up to 14x forward funds for operations but it is a little expensive right now. An excellent example of a defensive company that will grow regardless of the economic environment. Invest when there is a pullback.

BUY

Restructuring was a successful bid to attract more US investors. Long-term prospects are good. Infrastructure has a huge deficit in the developed world. Governments fund that gap with public-private deals. Brookfield is a leading player in that asset class. Great company. Comfortable buying here.

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.

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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)

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Brookfield Infrastructure Partners (BIP.UN.TO)