TSE:BIP.UN

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
0
Investor Insights
star iconJun 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.

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Consensus
Buy
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Valuation
Undervalued
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BEP.UN
PAST TOP PICK
(A Top Pick Oct 31/18, Up 35%) Continues to buy. They buy one of a kind, unique assets that have price escalators and inflation protection. Over 4% yield. Beware that tax paperwork is a bit of a nightmare at the end of the year, but it's worth it.
BUY
A big holding of his and he really likes it. This does very well during low interest rates. Loves the managers. They have big pipeline of projects with a big growth opportunity in India. Careful though if interest rates rise.
PAST TOP PICK
(A Top Pick Sep 28/18, Up 18%) Governments need to invest in infrastructure. You can play offence and defence with this. They just beat their Q2. They can grow their AFFO by 16%. Good business model.
COMMENT
Balance sheet moving sideways. Trading above its FMV, so not a lot of oomph in the stock. Could get to $62, but that's it. Decent, but not great, dividend and balance sheet.
BUY

The 4.7% dividend yield is safe and management is smart, but he prefers the parent, BAM, or BBU. All Brookfield stocks are very well run. They just bought an asset of ALA-T. They have a lot of cash and their dividend is safe.

BUY
Growing earnings and dividend. Reasonable valuation. There's a need for global infrastructure. Great combination of growth, capital appreciation, and distribution growth. Rarely pulls back, so just buy it.
BUY ON WEAKNESS
Good for slowing economic growth? He owns this. This is a good as it diversifies away from real estate. He has a hard time buying at these valuations. He likes the assets like toll roads. He would buy back into the low $50s. Yield is close to 5% and the dividend grows by 5% each year. (Analysts’ price target is $61.00)
BUY
Big fan of Brookfield. BIP invests across the world. Long-term cash producing investments. Chart's done well, and will continue. Yield is 4.8%.
HOLD
They have assets around the world. Anything that can generate stable cash flow. They sometimes buy assets with operational issues. They have a history of raising the dividend and the caller should hold on it it.
TOP PICK
Recession-proof. It's priced fairly and pays a growing dividend. Various projects on four continents drive growth. He sees 15% EPS growth. It's not cheap at 13x, but the dividend will continue to grow. Buy on pullbacks. (Analysts’ price target is $60.65)
PAST TOP PICK
(A Top Pick Mar 06/19, Up 7%) He likes the Brookfield family. Brookfield takes care of funding, having investors for global investments. He likes that they're investing in India infrastructure. They can go anywhere in the world and buy strategic assets like water treatment and transmission lines is unparalleled. It continues to do well. Good managers.
TOP PICK
Just below the asset management level. Big infrastructure projects are their specialty and they have projects outside North America. The payout ratio is about 70%. The are good at building up projects and selling portions to cover their capital profitably. Yield 4.9% (Analysts’ price target is $60.72)
WAIT
Stock's been on fire. Relative to the sector it trades in, ahead of the pack. Good dividend yield. Great company, but overvalued right now. If there's a rally in the bond market, these stocks will do well. But if there's a reversal, which he thinks there will be, he doesn't want to be in an interest sensitive.
BUY
You must own a Brookfield stock in you invest in Canada. They raise the dividend every year. They sell expensive assets and buy better ones, including Enercare last year as well as midstream Alberta assets. That said, he prefers the parent for better growth. BIP is a great income stock though.
PARTIAL BUY
A great chart with a strong run since January. You can nibble away now and add exposure as it rises.
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