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
BUY ON WEAKNESS

Fantastic looking chart. Feels it is worth $36-$37, which is the current price. You have to factor in a lot of free cash flow growth. They are generating it but there is a limit to what one company can grow its cash flow by. He would prefer it at $34.

BUY

He owns the parent, Brookfield Asset Management (BAM.A-T), which has been very smart in taking the various pieces and creating pure silos, to allow investors to access each of those business lines. This company has shown a great ability to identify investment targets. Because they have done such a good job, they are able to come to market if they need to raise capital. Very strong payout. 4.2% dividend.

BUY

Just announced a major deal in a major toll road network in Brazil. Huge project of about over 3000 km in roads. Multiyear project. 4.4% dividend.

COMMENT
Likes the story. Yields about 4.6%. Management is doing a very good job and they are highly incentive to make accretive acquisitions. Use a lot of debt so will always be selling new units to fund acquisitions. Trading at 36X earnings which is pretty rich.
PAST TOP PICK
(A Top Pick May 18/12. Up 10.72%.) Has a great dividend. Fundamentals behind the company are fantastic.
TOP PICK
(A Top Pick Jan 3/12. Up 55.02%.) Chart shows a strong uptrend that has not been broken. Pays about 4.5% dividend and has a history of increasing dividends. Great fundamentals.
PAST TOP PICK
(A Top Pick April 11/11. Up 43.28%.) Just reported another great quarter today. They have timber assets, railroad assets, infrastructure assets in Australia. Doing all the right things.
BUY
Not taxed as effectively as a dividend. He likes it but it has done a little bit too well. He would prefer KEY-T at these levels. BIP will continue to march higher.
TOP PICK
(Top Pick Jan 3/12, Up 9.76%) You cannot argue with this trend. It has certainly been a great stock to hold and a great dividend of over 5%. They just came out with a very strong earnings report. At an all time high. The trend is his friend. It is in very healthy shape.
TOP PICK
After we hit next resistance there could be a pull back. Can’t argue with the trend. Probably going to settle back in the next little while. Likes the stock.
TOP PICK
Excellent management. Buying toll roads in Chile and railways in Western Australia. Diversified company with a nice high and growing yield.
BUY ON WEAKNESS
Owns 3 of the other Brookfield properties, but likes this one. Good assets and good management. If you are a long term holder, Brookfield companies are good places to be. Look for a dip on this one.
TOP PICK
Run long life assets such as transmission assets in Chile, coal assets in Australia, railroad assets, etc. Have a lot of projects in the hopper. Expects rising distribution over time. Nice yield of 5.5%. Thinks NAV is closer to the high $20’s. Trading at a 30%-40% discount to REITs. Distribution is not taxed as a dividend tax credit so use it in your RRSP’s, RIF’s or TFSA’s.
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