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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

Investor Insights

Jun 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.

Consensus

Buy

Valuation

Undervalued

Similar

Brookfield, BN

PARTIAL BUY

He trimmed it recently. Shares have come off a bit. A good infrastructure play and to own long term. Likes the current valuation. If shares bounce off these lows, he might re-buy his shares.

BUY

He loves this company and would like to always make it his top pick. Q3 was in line with strong organic growth etc. Very compelling on price to growth, dividend etc. - a must own.

PAST TOP PICK

(A Top Pick Oct 14/21, Up 9%) Disciplined company that will continue to own. Long term is a good investment. Demand for infastrucutre assets not going away.

BUY

Allan Tong’s Discover Picks Cash flow is robust, because the company has sold four companies so far in 2022 and will unwind another three. Investments include helping Intel build two chip-making factories. It’s a good time to step into BIP, because shares have sunk 20% during this year’s bear market. Since that report, BIP.UN stock has jumped $4 from $32, but is still way off from $46, its 52-week high. Read 3 Solid Infrastructure Stocks for our full analysis.

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.

Showing 106 to 120 of 362 entries

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Brookfield Infrastructure Partners (BIP.UN.TO)