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Added to YB: 2026-02-06

Pitch date: 2026-02-04

BIP [neutral]

Brookfield Infrastructure Partners L.P.

+1.04%

current return

Author Info

No bio for this author

Company Info

Brookfield Infrastructure Partners L.P. engages in the utilities, transport, midstream, and data businesses.

Market Cap

$17.8B

Pitch Price

$25.84

Price Target

80.00 (+206%)

Dividend

4.70%

EV/EBITDA

10.51

P/E

39.65

EV/Sales

4.75

Sector

Multi-Utilities

Category

dividend

Show full summary:
Brookfield Infrastructure Partners (BIP) Q4/25 Thoughts: Growth Re-Accelerating

BIP.UN (hold): Infrastructure REIT with 17-year dividend growth streak, raised 6% to $1.82. FFO growth accelerating to 10%+ in 2026 on AI/data center investments (230MW secured). 45% IRR on Brazilian asset sale shows strong capital recycling. 5% yield at 10x forward FFO, $80 5yr target.

Read full article (3 min)