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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

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.

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.

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Brookfield Infrastructure Partners (BIP.UN.TO)