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
0
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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Brookfield, BN
DON'T BUY

It is topping out. It is interest-rate driven. Yield is about 5%, but it is a scary looking chart. It could be in a head and shoulders pattern. You have to be very careful if you buy it. Get out if it breaks below $33. Next support is about $30.

PAST TOP PICK

(A Top Pick Nov 10/11. Up 35.0%.) Likes the entire Brookfield group. Of all the Canadian conglomerates, these guys are the best managers, the best asset pickers and the best asset runners.

COMMENT

Feels the infrastructure space is a good one. Reasonable income here and conservative growth going forward. He prefers to participate through the parent Brookfield Asset Management (BAM.A-T).

TOP PICK

Longer term hold if you want a dividend grower. Sees up side 18-24 months of $40-$45. Very good company with infrastructure assets all over the world. Proven management team that has done proven job of growing the business. Will see dividend increase next year.

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.
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