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Brookfield Infrastructure Partners (BIP.UN.TO)

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

COMMENT

BPY.UN into BIP.UN? They do not own either Brookfield holdings. He has a favourable view on all the Brookfield entities and prefers to hold BIP.UN over BPY.UN as the former holds a lot of retail space. There is a huge infrastructure shortage around the world, so BIP.UN is well positioned for this opportunity.

TOP PICK

He bought in during the drop in March. There is a lot of good value in infrastructure. They have the ability to look globally, where the best opportunities emerge. A good time to buy. Yield 5.37% (Analysts’ price target is $66.56)

DON'T BUY

BIPC vs. BIP.UN He's avoiding all Brookfield infrastructure stocks. All infrastructure stocks have been caught off-guard by the pandemic. So infrastructure is no longer safe and the future is unknown. He expects infrastructure spending will fall which will reduce dividends in the future.

PAST TOP PICK

(A Top Pick Jun 04/19, Up 6%) They tried to get a common share spin out for those that don’t like limited partnerships. They run this really well and he likes that they take positions in infrastructure projects of less than 100% usually and in projects that need a little help. They develop the project and then sell it off. He continues to hold it.

PAST TOP PICK

(A Top Pick May 02/19, Up 13%) In late March they distributed 10% into BIPC to bring in institutional investors. This was meant to be a conservative holding as they have toll roads and ports. You can continue to hold it. This will provide steady yields going forward.

COMMENT

BIPC-T vs. BIP.UN-T. Some institutions could not hold the .UN version in their portfolios. They can hold the new version, which started trading in March. They are exchangeable on a 1:1 basis but may have different tax implications.

PAST TOP PICK

(A Top Pick Feb 21/19, Up 19%) Good name for offense and defense. He'd look to buy back at these levels or a bit lower. Almost recession-proof. PEG is still very compelling.

BUY ON WEAKNESS

A lot of money has flowed into infrastructure around the world and they have been a great player in the space. This includes ports, railways and terminals. They have benefited from money flowing into Environment, Security and Government projects. It is at a high valuation right now, so he would look to buy at lower levels. Yield 4.27%

PAST TOP PICK

(A Top Pick Feb 12/19, Up 41%) They have held this for a long time. The fundamentals remain positive. It has water, toll roads, cell phone data and others. They partner with others, improve the business by contracting its use and then sell off their interest. It creates cash flow and good returns.

TOP PICK

70% of their cash flow is from take or pay contracts. It does not matter what the economy is doing. A great defensive quality. Yield 3.71% (Analysts’ price target is $72.06)

BUY

Brookfield is a good steward of capital. great stock. This holds long-life assets with big moats and demand lots of capital to build (thus hard to replicate). They grow their dividend. He's long owned this, happy to, but he ensures that infrastructure stocks he holds score high in ESG (sustainable stocks). BIP does.

PAST TOP PICK

(A Top Pick Mar 06/19, Up 37%) They go around the world making strategic infrastructure assets, currently targeting India like water treatment facilities. They go to countries that other countries can't, with their strategic relationships and can write a big cheque--they can finance big assets. They take debt to finance the asset and put the debt on the asset, a non-recourse, something he really likes, because if something were to happen at the asset level, the recourse from the bondholders is down to the asset and not back to the company. Strong managers.

TOP PICK

They manage $26 billion of global assets, from energy and utilities to transports. They have an excellent track record of growth. 94% of cash flow is regulated. The breakout above $60 was good. Today it went up during a strong sell-off. (Analysts’ price target is $72.21)

DON'T BUY

He is not a fan of Brookfield in general. Simply avoid it.

PAST TOP PICK

(A Top Pick Jan 18/19, Up 31%) This plays offence and defence, and was well-priced at the time. Still growing AFFO at 15% compounded annually. Despite great growth, still reasonable at 15x price to AFFO. You can still own this.

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Brookfield Infrastructure Partners (BIP.UN.TO)