Brookfield Infrastructure Partners (BIP) Aperçu de l'action
Brookfield Infrastructure Partners L.P. exerce ses activités dans les domaines des services publics, du transport, des activités intermédiaires et des données. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 3/6 |
| Croissance future | 3/6 |
| Performances passées | 2/6 |
| Santé financière | 0/6 |
| Dividendes | 4/6 |
Récompenses
Analyse des risques
BIP Community Fair Values
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Analyst Price Targets
Brookfield Infrastructure Partners L.P. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$39.56 |
| Plus haut sur 52 semaines | US$40.32 |
| Plus bas sur 52 semaines | US$29.63 |
| Bêta | 1.02 |
| Variation sur 1 mois | 11.88% |
| Variation sur 3 mois | 1.33% |
| Variation sur 1 an | 19.55% |
| Variation sur 3 ans | 9.46% |
| Variation sur 5 ans | 8.23% |
| Évolution depuis l'introduction en bourse | 420.53% |
Nouvelles et mises à jour récentes
Seeking Alpha • May 25
Triton International: Preferred Stock Remains Attractive On Weakness
Summary Triton International preferred shares remain outstanding post-acquisition by Brookfield Infrastructure, with dividends still well-covered but coverage ratios declining. TRTN's Q1 2026 net profit of $106 million covers preferred dividends with a payout ratio of 17%, up from 10% in Q1 2025 due to increased preferred issuance. Preferred equity now comprises just under 40% of total equity, raising concerns about the declining common equity cushion and potential risk transfer to preferred holders. I view Triton preferreds as a "Buy on weakness," recommending not to pay more than principal plus one quarterly dividend to limit downside risk. Read the full article on Seeking Alpha
Mise à jour du récit • May 23
BIP: Overweight Rating And Buybacks Are Expected To Drive Future Upside
Analysts lifted the price target on Brookfield Infrastructure Partners to $46 from $45, citing refreshed assumptions around fair value, discount rates, revenue growth, profit margins, and future P/E that align with the recent upgrade to an Overweight rating. Analyst Commentary Recent research points to a constructive tone around Brookfield Infrastructure Partners, with bullish analysts highlighting refreshed assumptions on fair value, discount rates, revenue, margins, and future P/E as key supports for their updated views.Recent updates
Seeking Alpha • May 25
Triton International: Preferred Stock Remains Attractive On Weakness
Summary Triton International preferred shares remain outstanding post-acquisition by Brookfield Infrastructure, with dividends still well-covered but coverage ratios declining. TRTN's Q1 2026 net profit of $106 million covers preferred dividends with a payout ratio of 17%, up from 10% in Q1 2025 due to increased preferred issuance. Preferred equity now comprises just under 40% of total equity, raising concerns about the declining common equity cushion and potential risk transfer to preferred holders. I view Triton preferreds as a "Buy on weakness," recommending not to pay more than principal plus one quarterly dividend to limit downside risk. Read the full article on Seeking AlphaMise à jour du récit • May 23
BIP: Overweight Rating And Buybacks Are Expected To Drive Future Upside
Analysts lifted the price target on Brookfield Infrastructure Partners to $46 from $45, citing refreshed assumptions around fair value, discount rates, revenue growth, profit margins, and future P/E that align with the recent upgrade to an Overweight rating. Analyst Commentary Recent research points to a constructive tone around Brookfield Infrastructure Partners, with bullish analysts highlighting refreshed assumptions on fair value, discount rates, revenue, margins, and future P/E as key supports for their updated views.Mise à jour du récit • May 04
BIP: Overweight Rating And Buybacks Will Support Future Upside Potential
Analysts lifted the price target for Brookfield Infrastructure Partners from about $53.61 to roughly $54.64, citing updated assumptions around revenue growth, margins, discount rates and future P/E that are broadly consistent with the recent upgrade to Overweight at a major Wall Street firm. Analyst Commentary Recent bullish analysts point to the revised price target of about $54.64 as a signal that their updated assumptions on revenue, margins, discount rates and future P/E still support a constructive view on Brookfield Infrastructure Partners.
Mise à jour du récit • Apr 20
BIP: Lower Discount Rate And Higher P/E Will Support Core Cash Flows
Analysts have lifted the fair value estimate for Brookfield Infrastructure Partners from $41.91 to $43.55, citing a lower discount rate, more moderate revenue contraction assumptions, a reduced profit margin outlook, and a higher future P/E multiple that is consistent with recent upward revisions to Street price targets across several firms. Analyst Commentary Recent Street research on Brookfield Infrastructure Partners has generally focused on revisiting valuation frameworks and fine tuning price targets, with several firms adjusting their outlooks and providing updated target prices in both US$ and C$ terms.
Mise à jour du récit • Apr 06
BIP: Execution And Funding Discipline Will Shape A Measured Forward Outlook
Analysts have slightly increased Brookfield Infrastructure Partners' price targets by low single-digit dollar amounts, including moves such as $1 to $3 increases at several firms. They cite updated views on risk, modestly adjusted revenue and margin expectations, and slightly lower future P/E assumptions.Mise à jour du récit • Mar 22
BIP: Refined Discount And Margin Assumptions Will Shape A Measured Outlook
The analyst price target for Brookfield Infrastructure Partners has moved higher by a few dollars, with analysts pointing to updated assumptions around discount rates, profit margins and future P/E expectations to support the change. Analyst Commentary Recent research updates for Brookfield Infrastructure Partners point to modest upward adjustments in price targets across several firms, with changes often tied to refreshed discount rate assumptions, revised margin outlooks and updated P/E frameworks.Mise à jour du récit • Mar 08
BIP: Higher Conviction In Existing Assets And Cash Flows Will Support Upside
The updated analyst price target for Brookfield Infrastructure Partners remains at $53.61, with analysts citing modest changes in discount rate estimates, revenue growth expectations, profit margin assumptions, and forward P/E as the main factors influencing their revised outlook. Analyst Commentary Recent Street research around Brookfield Infrastructure Partners points to a cluster of higher price targets, with several bullish analysts recalibrating their models at roughly the same time.Mise à jour du récit • Feb 22
BIP: Buyback And Preferred Redemption Plan Will Support Future Unit Upside
Brookfield Infrastructure Partners' analyst fair value estimate has moved modestly higher from $52.15 to $53.61, as analysts factor in updated assumptions around discount rates, profitability, and future P/E multiples following a series of recent price target increases across the Street. Analyst Commentary Recent Street research shows a cluster of upward price target revisions on Brookfield Infrastructure Partners, and your updated fair value estimate now sits roughly in the middle of that range.Mise à jour du récit • Feb 07
BIP: Modest Forecast Shifts And Buybacks Will Shape A Balanced Outlook
Analysts have nudged their price targets for Brookfield Infrastructure Partners higher by low single digit amounts in recent research, reflecting updated assumptions on discount rates, revenue trends, margins, and future P/E expectations. Analyst Commentary Recent research has focused on fine tuning valuation work rather than making sweeping calls, with several banks adjusting targets for Brookfield Infrastructure Partners by small absolute amounts in both US$ and C$ terms.Mise à jour du récit • Jan 24
BIP: Buybacks And Higher Assumed P/E Will Shape A Balanced Outlook
Analysts have lifted their price target on Brookfield Infrastructure Partners by $3, supported by updated assumptions that reflect a slightly higher discount rate, softer revenue growth and profit margin expectations, and a higher future P/E multiple. Analyst Commentary While the latest target move reflects updated modelling, some bearish analysts are still stressing that the revised assumptions leave limited room for error if execution or macro conditions fall short of expectations.Mise à jour du récit • Jan 10
BIP: Buyback And Redemption Moves Will Support Future Unit Upside
Analysts have lifted their fair value estimate for Brookfield Infrastructure Partners from about US$51.37 to roughly US$52.15, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What's in the News Brookfield Infrastructure Partners L.P. was removed from the S&P/TSX Preferred Share Index, affecting how some index-linked funds may hold its preferred units (Index Constituent Drops).Mise à jour du récit • Dec 24
BIP: Margin Strength And Buybacks Will Shape A Measured Outlook
Analysts have raised their price target on Brookfield Infrastructure Partners from $31.00 to $37.00, reflecting increased confidence that stronger profit margins can offset lower revenue growth, consistent with the recent upgrade to Outperform and the higher $35 Street target. Analyst Commentary While the recent target hike underscores improving sentiment around Brookfield Infrastructure Partners, not all recent commentary has been uniformly positive.Mise à jour du récit • Dec 10
BIP: Upgraded Rating Will Highlight Improving Outlook For Core Cash Flows
Analysts have modestly raised their price target on Brookfield Infrastructure Partners, citing slightly lower discount rate assumptions and improved, though still negative, near term revenue growth expectations. Together, these factors support a small increase in fair value from approximately $41.64 to $41.91 and an upgraded rating to Outperform from $34 to $35.Mise à jour du récit • Nov 26
BIP: Upcoming Investor Day Will Clarify 2025 Transaction Pipeline Outlook
The analyst fair value estimate for Brookfield Infrastructure Partners has increased modestly from $40.55 to $41.64 per unit. Analysts cite improved profit margins and upgraded ratings based on renewed growth expectations.Mise à jour du récit • Oct 18
Expanding Digital Infrastructure And Energy Transition Will Shape Future Markets
Analysts have raised their price target for Brookfield Infrastructure Partners by $0.64 to $40.55. They cite steady improvements in fair value and supportive research upgrades from major firms.Mise à jour du récit • Aug 30
Expanding Digital Infrastructure And Energy Transition Will Shape Future Markets
Brookfield Infrastructure Partners’ marginally lower Price Target reflects a slight decrease in its future P/E multiple, with its fair value estimate revised from $40.40 to $39.91. What's in the News Announced plans to acquire internet service provider Hotwire Communications for approximately $7 billion, including debt, from Blackstone.Seeking Alpha • Mar 30
Brookfield Infrastructure Partners: Sell-Off Makes It Even Better
Summary Brookfield Infrastructure Partners is a high-quality dividend growth stock benefiting from macro trends and has become more attractive due to a recent price pullback. The stock is a compelling investment at current prices, offering a strong opportunity for retail investors seeking reliable dividend growth. I have previously covered Brookfield Infrastructure Partners on Seeking Alpha, with my most recent analysis published around three months ago. The current valuation and market conditions make Brookfield Infrastructure Partners a strong buy for long-term investors. Read the full article on Seeking AlphaSeeking Alpha • Feb 19
Brookfield Infrastructure: Data-Driven Growth With An Attractive Yield
Summary Brookfield Infrastructure's diverse portfolio, including transportation, midstream, utility, and data sectors, positions it to benefit from the growing global demand for digital infrastructure. The data segment, driven by cloud computing and AI, is set to become the largest, making up over 70% of the capital backlog. Strong FFO growth, averaging 15% CAGR over 8 years, and an attractive dividend yield make Brookfield Infrastructure an appealing investment. Trading at a discount to historical valuations, Brookfield Infrastructure offers a favorable entry point for investors seeking both income and growth. Read the full article on Seeking AlphaSeeking Alpha • Jan 20
Brookfield Infrastructure Partners: Buy The Dip
Summary Brookfield Infrastructure Partners is a diversified infrastructure investor with strong FFO growth, focusing on Transportation, Utilities, Midstream, and Data sectors. BIP is prioritizing the Data segment, allocating 72% of its capital backlog to data centers, which are poised for significant growth. BIP has a low FFO payout ratio, aiming for 10% annual growth and offering a 5% dividend yield, with potential for future hikes. Risks include reliance on OECD markets; however, BIP's expansion into developing markets could enhance its robust investment thesis. Read the full article on Seeking AlphaSeeking Alpha • Jan 05
Brookfield Infrastructure's 7.2% Yield Investment-Grade Bonds Are On Sale For 68 Cents On The Dollar
Summary I've been buying Brookfield Infrastructure's 5.0% Subordinated Notes due to their significant discount, trading at 68 cents on the dollar. The notes offer an asymmetrical investment profile supported by BIP's investment-grade balance sheet, diversified assets, and strong funds from operation generation. BIP's $15 billion market cap and "BBB+" Fitch rating underscore its stability and potential for long-term returns. The recent price collapse presents a unique buying opportunity driven by market volatility and end-of-year tax loss selling. Read the full article on Seeking AlphaSeeking Alpha • Dec 30
Brookfield Infrastructure Partners: Excellent Outlook For 2025
Summary Brookfield Infrastructure Partners is undervalued, offers a 5.2% yield, and stands to benefit from persistent inflation and anticipated interest rate reductions in 2025. BIP's toll road-type assets have inflation-linked contracts, ensuring revenue growth outpaces cost increases, enhancing margins. Declining interest rates will lower BIP's debt refinancing costs and make its dividend yield more attractive to income investors. Despite current market underperformance, BIP's historical and projected FFO growth rates make it a compelling investment with significant upside potential. Read the full article on Seeking AlphaSeeking Alpha • Dec 22
Brookfield Infrastructure: A Must-Have In Your Retirement Structure
Summary Over the past month, BIP has lost a notable portion of its market cap. Meanwhile, if we look deeper in the financials, we will notice strong performance across the board and a very robust growth outlook. So, we have contracting multiple and growing business, which opens up an interesting opportunity to lock in durable income yield. In this article I share the key reasons why BIP should be seriously considered by income investors. Read the full article on Seeking AlphaSeeking Alpha • Oct 08
Brookfield Infrastructure: A Rock-Solid 5% Yielding Energy Powerhouse
Summary Brookfield Infrastructure Partners offers consistent FFO growth, a low payout ratio, and aims for 6-9% annual distribution growth, making it ideal for passive income investors. BIP invests in global infrastructure assets, benefiting from digitalization and inflation-protected cash flows, ensuring long-term FFO growth and stable distributions. The Partnership's diversified portfolio includes critical energy assets, with a strong focus on data centers, utilities, transportation, and midstream segments. Despite recent price increases, BIP's 4.7% yield and robust distribution growth make it a compelling low-risk investment for long-term retirement goals. Read the full article on Seeking AlphaSeeking Alpha • Sep 25
Brookfield Infrastructure Partners: A Sum Of The Parts Analysis Of This Wealth Building Machine
Summary Brookfield Infrastructure Corporation (BIPC) holds utility, midstream, transport and data centre assets globally. Brookfield has compounded at 13% since 2008 when including the dividend. Based on my sum of the parts analysis the entity trades at a 13% discount to economic value. As the entity deploys more capital from its large backlog in its data segment the shares/units will realize a higher multiple. Read the full article on Seeking AlphaSeeking Alpha • Aug 26
Brookfield Infrastructure - A One-Stop Shop For Dividend Investors
Summary Utilities offer income and stability, but face challenges like limited pricing power and rising debt costs, making them less attractive despite strong demand. Brookfield Infrastructure provides a better alternative, offering a diversified portfolio with stable, inflation-protected income and exposure to growth sectors. With consistent dividend growth, a strong balance sheet, and strategic acquisitions, Brookfield is well-positioned for long-term gains, especially as rates stabilize. Read the full article on Seeking Alpha
Nouveau récit • Aug 19
AI Expansion And Strategic Acquisitions Set To Power Future Earnings Growth
Expansion in AI infrastructure and strategic acquisitions, like data centers and logistics stakes, are set to boost revenue through diversified assets.Seeking Alpha • Aug 14
Brookfield Infrastructure: Steady Growth And Attractive Dividend
Summary Q2, 2024 resulted in yet another quarter of increased FFO generation for Brookfield Infrastructure. All core segments exhibited growth dynamics, with an exception of the utilities business line, which was affected by sizeable non-core items. During the quarter, BIP managed to further right-size its leverage profile to effectively push forward the refinancing risk to 2027. Meanwhile, the increased demand for energy due to the AI expansion and BIP's success on the asset rotation end create an attractive dynamic for growth. In this article, I elaborate more on the details of Q2, 2024 and provide key reasons why I remain bullish on this stock. Read the full article on Seeking AlphaSeeking Alpha • Aug 07
Brookfield Infrastructure Vs. Energy Transfer: Only One Is A Strong Buy
Summary A major market rotation is ongoing from tech to defensive businesses. I compare two leading blue-chip defensive high-yield dividend growth stocks in ET and BIP. I share my thoughts on which is the better buy today. Read the full article on Seeking AlphaSeeking Alpha • Jul 12
Brookfield Infrastructure: Great Buying Opportunity
Summary BIP will benefit from macro trends such as AI and a growing EV market. BIP has an excellent track record and should be able to deliver appealing FFO per share growth going forward. Investors get a nice starting yield of more than 5%, while BIP also trades at an inexpensive valuation. Read the full article on Seeking AlphaSeeking Alpha • Jun 27
Brookfield Infrastructure: Capitalizing On Rate Cycle
Summary Brookfield Infrastructure Partners is a reliable investment option due to its diverse portfolio of infrastructure assets. The company has a strong track record of generating stable cash flows and delivering consistent returns to investors. Brookfield Infrastructure Partners is well-positioned to benefit from the upcoming fed rate cycle. Read the full article on Seeking AlphaSeeking Alpha • May 27
Triton International Preferreds: Excessive Dividends To Brookfield Make 8% Yielding Preferred Shares Riskier
Summary Triton International's Q1 results show a decrease in leasing revenue and operating income compared to the previous year. The company paid a $200M dividend to its common shareholder, Brookfield Infrastructure, reducing the overall safety of the preferred shares. The preferred dividends are well covered by earnings, but the asset coverage ratio is worsening, indicating potential risks for preferred shareholders. Read the full article on Seeking AlphaSeeking Alpha • May 21
Brookfield Infrastructure: Post Q1 Results, Value Is Still Unlocked
Summary Brookfield Infrastructure Partners has remained flat on a YTD basis. Despite the muted stock price performance, Q1, 2024 earnings report revealed strong earnings and more positive signs around BIP's growth potential. In this article I dissect the Q1, 2024 earnings report and elaborate on why I am still bullish. Read the full article on Seeking AlphaRendement pour les actionnaires
| BIP | US Integrated Utilities | US Marché | |
|---|---|---|---|
| 7D | -0.5% | 1.0% | 1.3% |
| 1Y | 19.6% | 12.9% | 27.7% |
Rendement vs Industrie: BIP a dépassé le secteur US Integrated Utilities qui a rapporté 12.9 % au cours de l'année écoulée.
Rendement vs marché: BIP a sous-performé le marché US qui a rapporté 27.7 % au cours de l'année écoulée.
Volatilité des prix
| BIP volatility | |
|---|---|
| BIP Average Weekly Movement | 3.5% |
| Integrated Utilities Industry Average Movement | 2.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.0% |
Cours de l'action stable: BIP n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de BIP ( 4% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2007 | n/a | James Flatt | www.bip.brookfield.com |
Brookfield Infrastructure Partners L.P. exerce ses activités dans les domaines des services publics, du transport, de l'infrastructure intermédiaire et des données. L'entreprise assure le transport d'énergie et de gaz naturel, ainsi que la distribution ; l'infrastructure de transport, y compris le fret, les opérations routières à péage, les services de transport et la logistique intermodale ; l'infrastructure intermédiaire, telle que les services intermédiaires et de stockage ; et les opérations de transmission et de distribution de données. Elle propose en outre des services de gestion d'actifs et des solutions patrimoniales.
Brookfield Infrastructure Partners L.P. Résumé des fondamentaux
| BIP statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$17.94b |
| Bénéfices(TTM) | US$304.00m |
| Recettes(TTM) | US$24.01b |
59.5x
Ratio P/E0.8x
Ratio P/SLe site BIP est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| BIP compte de résultat (TTM) | |
|---|---|
| Recettes | US$24.01b |
| Coût des recettes | US$17.52b |
| Marge brute | US$6.49b |
| Autres dépenses | US$6.19b |
| Les revenus | US$304.00m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 0.66 |
| Marge brute | 27.04% |
| Marge bénéficiaire nette | 1.27% |
| Ratio dettes/capitaux propres | 188.4% |
Quelles ont été les performances à long terme de BIP?
Voir les performances historiques et les comparaisonsDividendes
4.6%
Rendement actuel des dividendes264%
Ratio de distributionLe site BIP verse-t-il des dividendes fiables ?
Voir BIP l'historique des dividendes et les indices de référence| Brookfield Infrastructure Partners dates des dividendes | |
|---|---|
| Date ex-dividende | May 29 2026 |
| Date de paiement du dividende | Jun 30 2026 |
| Jours jusqu'au dividende Ex | 0 days |
| Jours jusqu'à la date de paiement du dividende | 32 days |
Le site BIP verse-t-il des dividendes fiables ?
Voir BIP l'historique des dividendes et les indices de référenceAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/28 22:51 |
| Cours de l'action en fin de journée | 2026/05/28 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Brookfield Infrastructure Partners L.P. est couverte par 21 analystes. 4 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Harriet Li | Accountability Research Corporation |
| Ross Fowler | Barclays |
| Devin Dodge | BMO Capital Markets Equity Research |