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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.
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.
Infrastructure stocks have had a good lift over the last 3 months, as have utilities. Yield is 3.6%, and only growing 5-6%. He likes more dividend growth, usually north of 10%. You won't get hurt, but performance might be less than the market.
He prefers the infrastructure builders to the owners. Lots of $$ being spent building infrastructure, and a bit more leverage in the earnings.
It had a solid quarter, especially transport. It is an organic grower (at 7%) with accretive acquisitions and M&A upside. Inflation linked revenues are an asset along with a very robust pipeline. Its dividend is almost 5% and it has good dividend compounding. Lower interest rates are helpful.
Buy 10 Hold 2 Sell 0
Bit of a ride. One of his largest positions across portfolios. Assets are world class, not going anywhere, generating tons of free cashflow. Also hard to purchase, so there's a scarcity value there. In this environment where interest rates are on the decline, it should benefit from closing the gap to what underlying assets trade at.
Likes the way they're not afraid to sell assets and recycle profits into another area that they see as having more potential. Pivoting into areas like pipelines and data centres that should benefit them for years to come. Still extremely cheap valuation. Hopefully we're in for some better years.
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, 32 stock analysts published opinions about BIP.UN-T. 15 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.
32 stock analysts on Stockchase covered Brookfield Infrastructure Partners In the last year. It is a trending stock that is worth watching.
On 2025-04-25, Brookfield Infrastructure Partners (BIP.UN-T) stock closed at a price of $40.14.
Healthy dividend. Massively undervalued. Wonderful opportunity for income and growth potential. He'd buy today.