Related posts
Nervous markets await NvidiaThis summary was created by AI, based on 21 opinions in the last 12 months.
Brookfield Infrastructure Partners (BIP.UN) is gaining traction among analysts due to its combination of income generation and growth potential, reflected in its strong dividends and robust expansion in various sectors such as midstream, utilities, and data centres. Several reviews highlight the company's effective management and strategic asset sales, suggesting that it has a solid foundation for further capital deployment and growth opportunities. The consensus seems to favor its inflation-linked revenues and a healthy backlog of projects, which contribute positively to its long-term financial outlook. Despite some short-term price stagnation, experts appreciate its diversified portfolio and the company's innovative approach to capital deployment, positioning it as a compelling option for income-oriented investors. The average dividend yield is favorable, often above 5%, providing investors with a viable income stream while maintaining steady growth prospects.
The closer you are to the top of the house in the Brookfield framework, the closer you are to the CEO and the Board, and the incentive structures tend to favour them. Doesn't have the great yield, but has upside. BAM offers you the yield and, broadly speaking, growth aspects. He'd encourage you to stay near the top of the house, depending on how much yield you need for your life circumstances.
For BIP.UN, it's not really whether Mark Carney got elected or not, or tariffs, because it's a global business. Infrastructure, toll roads, coal, etc. Very diversified.
Likes the business and the story. Grows globally. Buys large, long-term strategic assets. Likes the way they structure their debt. Could do very well in this environment. Caught up a bit in the tariff noise. Buy assets, improve, sell at a premium, repeat. Capital intensive; as rates come down, value of assets should go up.
Disclaimer: Pretty tight with the CEO and some of the management team.
Pretty darn defensive. Firing on all cylinders. Monetizing with 2 recent sales. Evidence of capital recycling. Announced 15% stake in Colonial Pipeline in TX. Counter-cyclical; buys assets in bad markets. Real, inflation-linked revenues. Excellent growth outlook. Much more diversified than in years past.
Reasonable 9x price to AFFO, growing ~12.6%. Good value right here. Yield is 6.20%, which he sees rising ~6% every year.
Management's doing what they said they would. It's a yield + growth play. Not sure why it's not performing as well as other utilities. Capital recyclers, and perhaps market prefers using capital for buy-and-hold projects. But they continue to execute their strategy well.
Announced 2 asset sales, gives them a lot of dry powder. Last quarter beat by ~5%; showed strength in midstream, utilities, data, and transport. Boosted distribution by 6%. Inflation-linked revenues. Large backlog. Data centre growth is a great piece of growth. Trades at 8.5x 2027 AFFO, modeling ~11% growth. Yield is 5.8%.
(Analysts’ price target is $57.86)Just beat by 5%. Strong momentum in its segments. Inflation-linked revenues. Large organic pipeline, robust deal-making. Company's bullish about data growth. His estimates show it growing 11%, and trading at 10x. Fairly priced, nice compounder, dividend grows 6% annually. Yield is 5.4%.
Good US assets, Brookfield management is innovative. Business operations are very strong long term, not affected by short-term tariffs. Now, if tariffs are imposed for the long game, there's almost no name that would be unscathed.
Brookfield Infrastructure Partners is a Canadian stock, trading under the symbol BIP.UN-T on the Toronto Stock Exchange (BIP.UN-CT). It is usually referred to as TSX:BIP.UN or BIP.UN-T
In the last year, 19 stock analysts published opinions about BIP.UN-T. 17 analysts recommended to BUY the stock. 2 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Brookfield Infrastructure Partners.
Brookfield Infrastructure Partners was recommended as a Top Pick by on . Read the latest stock experts ratings for Brookfield Infrastructure Partners.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
19 stock analysts on Stockchase covered Brookfield Infrastructure Partners In the last year. It is a trending stock that is worth watching.
On 2025-05-16, Brookfield Infrastructure Partners (BIP.UN-T) stock closed at a price of $46.01.
Surprised it hasn't done better. Still, happy to continue owning. Stock may be off on questions whether assets can still be sold at a premium in a weakening economy. So far, yes. Yield plus growth. Almost 6% yield, and growing.