Brookfield Infrastructure Partners…

Home

Daily Stock Opinions and Ratings

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

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

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).

BUY

Likes it and is positive infrastructure now, especially in Canada. BIP is one of the best in this class. They have offices all over the world to source deals. It's a leading private equity firm; he likes how they attract and invest capital. They will likely grow their dividend indefinitely. Fine to buy long term.

BUY

BIP.UN vs. BAM Strong earnings. Sale of Enwave gave them a healthy profit. BAM is also a great company to invest in, especially as it's trading at a discount to NAV. But with BAM, you get exposure to BPY, BEP, and the rest of the suite. BIP is more of an operational manager. If you want more diversity, BAM gives you that. Having both in your portfolio gives you full exposure to the infrastructure asset class.

BUY ON WEAKNESS

A big fan of Brookfield in general. You get a collection of utility like assets that gives you an added level of diversification. Capital allocation and management team is good too. The valuation must be looked at carefully. He is willing to pay up to 14x forward funds for operations but it is a little expensive right now. An excellent example of a defensive company that will grow regardless of the economic environment. Invest when there is a pullback.

BUY

Restructuring was a successful bid to attract more US investors. Long-term prospects are good. Infrastructure has a huge deficit in the developed world. Governments fund that gap with public-private deals. Brookfield is a leading player in that asset class. Great company. Comfortable buying here.

Showing 121 to 135 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)