Brookfield Infrastructure Partners（BIP）株式概要
ブルックフィールド・インフラストラクチャ・パートナーズL.P.は公益事業、輸送事業、中流事業、データ事業に従事している。 詳細
BIP Community Fair Values
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Analyst Price Targets
Brookfield Infrastructure Partners L.P. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$37.36 |
| 52週高値 | US$40.32 |
| 52週安値 | US$29.63 |
| ベータ | 1.04 |
| 1ヶ月の変化 | -3.39% |
| 3ヶ月変化 | 1.83% |
| 1年変化 | 13.45% |
| 3年間の変化 | 4.21% |
| 5年間の変化 | 0.68% |
| IPOからの変化 | 391.58% |
最新ニュース
Seeking Alpha • Jun 25
Brookfield Infrastructure: Big Yield And Massive AI Data Center Tailwinds
Summary Brookfield Infrastructure Partners offers a 5% yield with strong, inflation-indexed, recession-resistant cash flows and a 17-year distribution growth record. BIP trades at just 10x 2026 FFO, falling to 8x by 2028, with predictable earnings and significant upside from its fast-growing data segment. The data platform, now 16% of assets, grew FFO 46% last quarter, and BIP maintains robust liquidity, low recourse debt, and disciplined capital recycling. I am buying the current pullback near $35–36, as the market underappreciates BIP’s growth, especially in data and AI infrastructure. Read the full article on Seeking Alpha
ナラティブの更新 • Jun 23
BIP: Inflation-Linked Asset Shift And Capital Recycling Will Support Core Cash Flows
Analysts have nudged their price targets for Brookfield Infrastructure Partners higher, with recent research moving from $44 to $45 and then to $46 as updated energy infrastructure models reflect guidance commentary from midstream peers. Analyst Commentary Recent research on Brookfield Infrastructure Partners centers on modestly higher price targets and refreshed models for the energy infrastructure segment, with analysts digesting first quarter updates and guidance commentary from comparable midstream companies.分析記事 • Jun 19
Brookfield Infrastructure Partners (BIP) Stock Could Be 15% Undervalued After $1b AI Fiber Pivot
Brookfield Infrastructure Partners (NYSE:BIP) is back in focus after announcing a $1 billion capital recycling program aimed at shifting more of its portfolio toward AI data centers and U.S. fiber infrastructure. See our latest analysis for Brookfield Infrastructure Partners. At a share price of $37.57, Brookfield Infrastructure Partners has a year to date share price return of 9.53%, while its 1 year total shareholder return of 21.09% points to momentum that has built over a longer period...Recent updates
Seeking Alpha • Jun 25
Brookfield Infrastructure: Big Yield And Massive AI Data Center Tailwinds
Summary Brookfield Infrastructure Partners offers a 5% yield with strong, inflation-indexed, recession-resistant cash flows and a 17-year distribution growth record. BIP trades at just 10x 2026 FFO, falling to 8x by 2028, with predictable earnings and significant upside from its fast-growing data segment. The data platform, now 16% of assets, grew FFO 46% last quarter, and BIP maintains robust liquidity, low recourse debt, and disciplined capital recycling. I am buying the current pullback near $35–36, as the market underappreciates BIP’s growth, especially in data and AI infrastructure. Read the full article on Seeking Alphaナラティブの更新 • Jun 23
BIP: Inflation-Linked Asset Shift And Capital Recycling Will Support Core Cash Flows
Analysts have nudged their price targets for Brookfield Infrastructure Partners higher, with recent research moving from $44 to $45 and then to $46 as updated energy infrastructure models reflect guidance commentary from midstream peers. Analyst Commentary Recent research on Brookfield Infrastructure Partners centers on modestly higher price targets and refreshed models for the energy infrastructure segment, with analysts digesting first quarter updates and guidance commentary from comparable midstream companies.分析記事 • Jun 19
Brookfield Infrastructure Partners (BIP) Stock Could Be 15% Undervalued After $1b AI Fiber Pivot
Brookfield Infrastructure Partners (NYSE:BIP) is back in focus after announcing a $1 billion capital recycling program aimed at shifting more of its portfolio toward AI data centers and U.S. fiber infrastructure. See our latest analysis for Brookfield Infrastructure Partners. At a share price of $37.57, Brookfield Infrastructure Partners has a year to date share price return of 9.53%, while its 1 year total shareholder return of 21.09% points to momentum that has built over a longer period...ナラティブの更新 • Jun 06
BIP: Lower Discount Rate And Buybacks Will Support Core Cash Flows
Narrative Update The analyst price target for Brookfield Infrastructure Partners has been raised to $46 from $44, as analysts update their models following Q1 results and revised guidance across the energy infrastructure sector. Analyst Commentary Recent Street research on Brookfield Infrastructure Partners has focused on refreshed models after Q1 reporting across the energy infrastructure space, with price targets now clustering in the mid US$40s range.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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 $53.61, as analysts factor in updated assumptions around discount rates, profitability, and future P/E multiples following a series of recent price target increases across the Street. Analyst Commentary Recent Street research shows a cluster of upward price target revisions on Brookfield Infrastructure Partners, and your updated fair value estimate now sits roughly in the middle of that range.ナラティブの更新 • Feb 07
BIP: Modest Forecast Shifts And Buybacks Will Shape A Balanced Outlook
Analysts have nudged their price targets for Brookfield Infrastructure Partners higher by low single digit amounts in recent research, reflecting updated assumptions on discount rates, revenue trends, margins, and future P/E expectations. Analyst Commentary Recent research has focused on fine tuning valuation work rather than making sweeping calls, with several banks adjusting targets for Brookfield Infrastructure Partners by small absolute amounts in both US$ and C$ terms.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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
新しいナラティブ • 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 Alpha株主還元
| BIP | US Integrated Utilities | US 市場 | |
|---|---|---|---|
| 7D | 3.8% | 1.3% | -0.7% |
| 1Y | 13.5% | 17.5% | 20.3% |
業界別リターン: BIP過去 1 年間で17.5 % の収益を上げたUS Integrated Utilities業界を下回りました。
リターン対市場: BIPは、過去 1 年間で20.3 % のリターンを上げたUS市場を下回りました。
価格変動
| BIP volatility | |
|---|---|
| BIP Average Weekly Movement | 2.9% |
| Integrated Utilities Industry Average Movement | 3.0% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: BIP 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: BIPの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2007 | n/a | James Flatt | www.bip.brookfield.com |
ブルックフィールド・インフラストラクチャ・パートナーズは公益事業、輸送事業、中流事業、データ事業に従事している。同社は、エネルギーや天然ガスの送電、配電、貨物、有料道路事業、輸送サービス、複合一貫物流などの輸送インフラ、中流や貯蔵サービスなどの中流インフラ、データ送受信事業を提供している。さらに、資産管理、ウェルス・ソリューションも提供している。米国、カナダ、インド、英国、ブラジル、日本、コロンビア、フランス、オーストラリア、ドイツと国際的に事業を展開している。同社は2007年に法人化され、バミューダのハミルトンを拠点としている。
Brookfield Infrastructure Partners L.P. 基礎のまとめ
| BIP 基礎統計学 | |
|---|---|
| 時価総額 | US$17.07b |
| 収益（TTM） | US$304.00m |
| 売上高(TTM) | US$24.01b |
56.2x
PER（株価収益率0.7x
P/SレシオBIP は割高か？
公正価値と評価分析を参照収益と収入
| BIP 損益計算書（TTM） | |
|---|---|
| 収益 | US$24.01b |
| 売上原価 | US$17.52b |
| 売上総利益 | US$6.49b |
| その他の費用 | US$6.19b |
| 収益 | US$304.00m |
直近の収益報告
Mar 31, 2026
次回決算日
Jul 30, 2026
| 一株当たり利益（EPS） | 0.66 |
| グロス・マージン | 27.04% |
| 純利益率 | 1.27% |
| 有利子負債／自己資本比率 | 188.4% |
BIP の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
4.9%
現在の配当利回り264%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/08 01:49 |
| 終値 | 2026/07/08 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Brookfield Infrastructure Partners L.P. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20
| アナリスト | 機関 |
|---|---|
| Harriet Li | Accountability Research Corporation |
| Ross Fowler | Barclays |
| Devin Dodge | BMO Capital Markets Equity Research |