Brookfield Infrastructure Partners…

Home

Daily Stock Opinions and Ratings

Brookfield Infrastructure Partners (BIP.UN.TO)

Wealthica The ultimate 360° Tracker Your financial life in one place, automatically

54.10

-0.10 (0.18%)

as of Jun 5, 2026, 8:00:00 pm Market Open.

845 watching

Investor Insights

Jun 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.

Consensus

Buy

Valuation

Undervalued

Similar

BEP.UN

BUY

Great company that is good at asset management. Good environment for infasturtuce investment. Infrastructure is good for inflationary times. Great operator within the business. Current share price not reflecting NAV of business. Good time to buy shares.

HOLD

Great assets that generate a lot of cashflow. Good play for dividends. He'd rather own the parent if he's looking for good results. All the management fees and dividends flow up to BAM, his preferred play.

TOP PICK

De-carbonization and de-globalization themes. 14x, 9-10% growth. Dividend growth. Down from highs, good opportunity to buy. Robust, inflation-linked deal pipeline. Opportunistic during a recession. Yield is 4.04%. (Analysts’ price target is $59.47)

PAST TOP PICK

(A Top Pick Oct 01/20, Up 38%) Great company that continues to hold. Provides high level of income. Proven model of increasing invested capital. Good track record for long term investors. Diversified across many countries and asset classes.

BUY ON WEAKNESS

Great company. Solid Q2. They expect 2022 to surpass their usual 6-9% growth target. Inflation-linked revenues. In a recession, they plan to be opportunistic and start buying. At 16x, not expensive given its growth rate of 12.5%. Don't have to rush out today, wait to buy on a dip. Good combo of offense and defense.

BUY

He likes the defensive names right now. Diversified, global platform, attractive valuation.

TOP PICK

A bet that transportation and infrastructure will hold up in this environment. Inflation-resilient. Robust deal profile. Reasonable 14x price to AFFO, trades at 12.4x AFFO. Nice dividend, which he models growing at 7%. Compelling price to growth. Yield is 3.63%. (Analysts’ price target is $59.39)

BUY

Drop in share price due to stock split. Diversified basket of data centres, pipelines, and midstream energy. Global. Durable cashflow, trades at less than 50x FFO. Defensive name that will do well. Yield over 5%.

BUY

Shares did not drop, but they split shares yesterday 3-for-3. She likes BIP.UN and BAM'A. They hold hard assets like toll bridges and telecom towers, so generate stable cash flows which are impervious to inflation.

BUY

BIP vs. BEP The trend for renewables will increase over time. Yes, Brookfield Renewables have been underperforming Brookfield Infrastrastructure. The former got ahead of themselves when Pres. Biden took office, but have since pulled back. The good thing is that Brookfield group invests in hard assets. Much of Brookfield's cash flow comes from the Renewables and Infrastructure divisions. Do you want a high yield or not? BAM pays a much lower dividend yield than BEP or BIP. She likes these and BAM'A--all are good.

TOP PICK

Bruce Flatt is one of the greatest asset allocators. Buying world class assets around the world including commodity related ones. 70% of its free cash flow is indexed to inflation. Buy 10, Hold 2, Sell 1. The following applies to all three top picks. They know when to buy and when to sell. They think in decades, not days. Overall advice: Stay invested in good businesses, don't sell when others are panicking, think in longer terms than a few months out.

HOLD

One of the pre-eminent global infrastructure investors. Renewables and cell towers have sold off quite a bit, while BIP.UN has done quite well. This tells him there are better opportunities, based on valuation, in individual names outside of BIP.UN. Still, excellent as a long-term hold.

BUY

Large cap, diversified infrastructure play, headed by one of the best asset managers BAM. Excellent job building out globally. Better ways to play infrastructure by owning individual names vs. a conglomerate. Good candidate if you want to sleep at night and collect the dividend.

TOP PICK

Fantastic acquisition of IPL at a great price. Really strong portfolio in western Canada combined with global assets that are starting to reawaken from Covid. Poised to run. Good dividend that's steadily increasing. Yield is 3.67%. (Analysts’ price target is $79.06)

BUY

You can own this as BIP.UN or BIP.C (the corporate form), partially to give American investors fewer tax and compliance hassles. The two diverged widely until last July, but have since been converging. He suggests buying the cheaper BIP.UN over the BIP.C. He owns neither, but holds the parent, BAM. He likes BIP given its geographic and industry diversity of strong holdings, are well-capitalized through BAM, and are helmed by sharp managers. BIP is a great compounder at 24% annually since 2009. No qualms about owning BIP.UN though.

Showing 106 to 120 of 358 entries

Most Recent Experts

Brian Madden

First Avenue Investment Counsel

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

Darren Sissons

Campbell Lee & Ross

The Weekly Buzzing Stocks by Billy Kawasaki

Stockchase

Joe Terranova

Virtus Investment Partners

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Brookfield Infrastructure Partners (BIP.UN.TO)