TSE:BIP.UN

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
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Investor Insights
star iconJun 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.

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Consensus
Buy
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Valuation
Undervalued
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Similar
Brookfield, BN
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.
PAST TOP PICK
(A Top Pick May 31/18, Up 18%) Has done well. Very well run, attractive dividend. Turning portfolio over nicely. Very attractive compared to interest rate returns.
TOP PICK
Steady eddy. Modeling 13% AFFO growth. 79% payout ratio. Trading at a reasonable multiple of 13 times 2020. Dividend yield of 4.78%. (Analysts’ price target is $60.12)
BUY
He's a big fan of Brookfield. BIP.UN is a little more volatile, but it's international in scope. BIP.UN is good getting into early stages and going from there. He's more positive about international economies for the second half of 2019, which is the right environment for infrastructure.
COMMENT
BPY.UN vs BIP.UN? BPY.UN is highly rated and earnings estimates have been rising with a yield 6.2% with a 50% payout ratio. BIP-UN has a lower ranking in his system with a 4.9% and a payout around 50%. Earnings growth has been revised down lately. Both are huge an have access to credit if needed. He would prefer BPY-UN.
BUY
A good, long-term income stock that pays around 5% in yield. They build a variety of infrastructure globally, hard assets that generate a stable stream of cash.
BUY
He's impressed with Brookfield as a company. Long-term this is a sector that'll continue to attract bigger and bigger investors like pension funds. Their highway 407 continues to make them money.
TOP PICK
He likes all the Brookfield stocks. BIP benefits from aging infrastructure around the world. With a lot of cash, they can acquire and integrate companies like Enercare. Fine synergies. (Analysts’ price target is $59.64)
BUY
For TFSA? The dividends are juicy on all Brookfield stocks. This is good for a TFSA because of this. It's still a good time to buy this.
COMMENT
Easy here. They closed many transactions, they beat estimates in Q4. nice yield of 4.96%. modeling 15% EPS growth for a name that trades at 11 times 2019 P/FFO. Very little to not like about this name. (Analysts’ price target is $59.32)
DON'T BUY
BIP.UN-T vs. BPY-T. He prefers BPY-T. BIP.UN-T is too expensive for him. A good yield but a big payout. It is not where he would look in the REIT-like space. BPY-T is undervalued. It is a growth by acquisition strategy.
HOLD
She likes how they make smart acquisitions and know when to sell out for good profits. It has an attractive yield. She owns the parent company as it gives exposure to infrastructure and renewables, allowing for more growth opportunities. This asset offers an investor the best opportunity for income between the two.
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