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This 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.

Consensus
Buy
Valuation
Undervalued
PAST TOP PICK
(A Top Pick Feb 05/24, Up 13%)

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.

TOP PICK

Has a global footprint. If you have a TFSA or RRSP, you can buy the partnership units and receive the same dividend as on the corporate units but at a 25% discount--a good value in those accounts. Good dividend growth ahead, paying 5.59% now.

(Analysts’ price target is $54.90)
DON'T BUY
BIP.UN vs. BN vs. BAM

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. 

BUY

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.

BUY
preferred shares

A solid company. He sold it at the high, when it was getting pricey. The preferreds give you a good dividend yield. A rock solid company. Preferreds will pay reliably, but won't give much upside. A safe investment.

PARTIAL BUY

You have to love the infrastructure play. Share are in the middle of recent peaks and troughs. New money, invest half now. If Trump tariffs hammer markets, we will likely return to the trough around $30--buy more. Invest long-term money on lower valuations, but this is in the middle now.

TOP PICK

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.

(Analysts’ price target is $56.66)
PAST TOP PICK
(A Top Pick Apr 02/24, Up 4%)

Healthy dividend. Massively undervalued. Wonderful opportunity for income and growth potential. He'd buy today.

PAST TOP PICK
(A Top Pick Feb 05/24, Up 9%)

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.

TOP PICK

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)
TOP PICK

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.

(Analysts’ price target is $57.94)
PAST TOP PICK
(A Top Pick Feb 14/24, Up 18%)

A pick for income, but also has growth; that combo is really important. Really likes still. Would consider buying today.

PAST TOP PICK
(A Top Pick Jan 04/24, Up 22%)

Q3 banged out another 7% YOY. Inflation-linked revenues. Deal pipeline continues to grow. Hit capital recycling targets for 2024. Modelling 15% AFFO growth rate, yet trading at 9.68%. Still likes it, thinks it'll go higher. Yield is 5%.

PAST TOP PICK
(A Top Pick Feb 05/24, Up 15%)

Anything not considered Trump-friendly has come off. Long-term hold. Diversified on geography and assets. Yield is now 5%, and growing 5-9% a year.

PAST TOP PICK
(A Top Pick Dec 08/23, Up 21%)

About 7-8% organic growth every year. Boosts dividend by 5%. Inflation-linked revenues. He's still modelling 15% AFFO growth over the forecast horizon. Really good compounder, not high risk.

Showing 1 to 15 of 328 entries

Brookfield Infrastructure Partners(BIP.UN-T) Rating

Ranking : 5 out of 5

Star iconStar iconStar iconStar iconStar icon

Bullish - Buy Signals / Votes : 17

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 2

Total Signals / Votes : 19

Stockchase rating for Brookfield Infrastructure Partners is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Brookfield Infrastructure Partners(BIP.UN-T) Frequently Asked Questions

What is Brookfield Infrastructure Partners stock symbol?

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

Is Brookfield Infrastructure Partners a buy or a sell?

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.

Is Brookfield Infrastructure Partners a good investment or a top pick?

Brookfield Infrastructure Partners was recommended as a Top Pick by on . Read the latest stock experts ratings for Brookfield Infrastructure Partners.

Why is Brookfield Infrastructure Partners stock dropping?

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.

Is Brookfield Infrastructure Partners worth watching?

19 stock analysts on Stockchase covered Brookfield Infrastructure Partners In the last year. It is a trending stock that is worth watching.

What is Brookfield Infrastructure Partners stock price?

On 2025-05-16, Brookfield Infrastructure Partners (BIP.UN-T) stock closed at a price of $46.01.