Brookfield Infrastructure Partners…

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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

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.

DON'T BUY

People own it for the 3.6% dividend yield. Not a huge fan of infrastructure right now, as they're in the same camp as utilities and telecoms. Stable, low economic sensitivity, low dividend growth. Market likes faster dividend growers. Relative strength has been weakening. Not the best place for total return going forward.

BUY

Many Brookfield companies look expensive, but are resilient, including BIP. They pay 3.5% in dividends, safe. The integration of Interpipeline will be positive. He'd be happy to buy this. Very well managed.

PAST TOP PICK

(A Top Pick May 25/21, Up 40%) He still adds to this on weakness. There'll be a massive build in infrastructure so BAM will benefit.

HOLD

Great company. She owns it through BAM, the parent. Look at cashflow from operations, not earnings. It's growing and building assets, so there's depreciation as a non-cash charge. You should look at the payout ratio as a percentage of funds from operations, not from earnings. She's not worried.

PAST TOP PICK

(A Top Pick Aug 17/20, Up 23%) Pays a nice, growing dividend. He still believes in it. They make good acquisitions in counter-cyclical times.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Has a very successful record of acquisitions. If they get IPL, it will be net positive. It makes sense to buy in tranches. Outlook for future gains remains solid and the company pays a good dividend. Unlock Premium - Try 5i Free

PAST TOP PICK

(A Top Pick Jul 09/21, Up 30%) Was in the portfolio before the pandemic. Has pieced back into it since. Added to the name due to the infrastructure spending.

BUY

Likes it. Attractive distribution of just under 4%. Invests in hard assets that provide long, sustainable cashflow growth. Global, across various sectors. Buy cheap assets, build up cashflows, sell at a higher price, repeat.

PAST TOP PICK

(A Top Pick Jun 12/20, Up 23%) Bought it at the time because it was offensive and defensive. Also a reopening play. Would buy again. Trades at 15x Price to AFO. Earnings dialled back their growth rate, but it is a great time to reload and buy more.

PARTIAL BUY

ARE-T vs. BIP.UN-T. He is happy with both. In terms of catalysts, ARE-T looks to be the more undervalued of the two. He thinks things will get more positive for it after the pandemic. It is a smaller company and could move farther. BIP.UN-T bought cell phone towers in India and are trying to take over IPL-T. He would average in to either one.

BUY

May boost offer for IPL. Great capital allocators. Tailwinds are strong for BAM and BIP (for taxable accounts).

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Brookfield Infrastructure Partners (BIP.UN.TO)