BIP · NYSE · Diversified Utilities

Brookfield Infrastructure Partners (BIP)

Owns essential global infrastructure and recycles mature assets into new investments.

$36.08
vs last close+0.25 (+0.70%)
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Brookfield Infrastructure Partners L.P.BIP
Utilities

Owns and operates utilities, transport, midstream, and data infrastructure across the Americas, Asia-Pacific, and Europe. Regulated or contracted revenues support a model of acquiring long-life assets, improving operations, investing for growth, and recycling mature holdings into new opportunities.

Owns and operates essential infrastructure across utilities, transport, midstream, and data, with assets spanning the Americas, Asia-Pacific, and Europe. Regulated or contracted revenues underpin much of the portfolio.

Acquires long-life assets through Brookfield's global platform, invests operating and growth capital, and sells mature or de-risked holdings to fund new opportunities. This acquisition-and-capital-recycling model has expanded the portfolio from transmission and timberlands into rail, toll roads, gas systems, data centers, telecom networks, semiconductor manufacturing, containers, and railcar leasing.

Operates through a Bermuda limited partnership alongside BIPC, a Canadian corporation designed to provide substantially equivalent economic exposure. Results depend on regulated and contracted frameworks, shared sourcing and services from Brookfield, consortium structures, and continued access to asset-sale and capital-market funding.

Company facts

CEOSam Pollock
ListedJan 31, 2008
ExchangeNYSE
HeadquartersHamilton, Bermuda
CountryBermuda
Employees52,000
CIK0001406234
ISINBMG162521014

Market cap$16.50B
EPS (ttm)
P/E (ttm)
ROE
P/B3.21
P/S
Dividend yieldDiv yield5.01%
Beta0.43vs XLU 0.29

Price target$48.50+35.4%Average of 17 analysts
ConsensusBuy14 of 17 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 12, 2026Morgan StanleyReiterate
Rating: Target: $48
Rating: OverweightTarget: $50
Jul 31, 2026CIBCReiterate
Rating: Target: $45
Rating: OutperformTarget: $47
Jul 21, 2026Morgan StanleyReiterate
Rating: Target: $45
Rating: OverweightTarget: $48
May 26, 2026CIBCReiterate
Rating: Target:
Rating: OutperformTarget: $45
Mar 23, 2026Morgan StanleyUpgrade
Rating: Equal Weight
Rating: Overweight

Next report
Nov 6, 26
in 45 days
EPS estimate
$0.11
Revenue estimate
$2.20B
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Jan '25Apr '25Jul '25Nov '25Jan '26Apr '26Jul '26Nov '26
Reported$0.22$0.04−$0.03$0.44$0.45−$0.20−$0.07Pending
Estimate$0.24$0.29$0.32$0.26$0.87$0.25$0.16$0.11
Surprise−8.3%−86.3%−109.3%+66.9%−48.3%−179.1%−142.9%

RevenueReportedEstimate

Jan '25Apr '25Jul '25Nov '25Jan '26Apr '26Jul '26Nov '26
Reported$5.44B$5.39B$5.43B$5.98B$6.30B$6.30B$6.48BPending
Estimate$1.95B$2.00B$1.95B$1.98B$2.11B$2.13B$2.23B$2.20B
Surprise+178.7%+169.1%+178.2%+201.9%+199.3%+195.2%+191.1%
Estimate$0.11
ReportedDue Nov 6, 2026
Estimate$2.20B
ReportedDue Nov 6, 2026
View details

Debt to equity1,298.90%
Current ratio35.90%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$5.27B$5.44B$5.39B$5.43B$5.98B$6.30B$6.30B$6.48B
Net income−$73.0M$186.0M$26.0M$74.0M$210.0M$219.0M−$86.0M$62.0M
Net margin0.0%3.4%0.5%1.4%3.5%3.5%0.0%1.0%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$1.26B$1.35B$1.33B$1.33B$1.45B$1.69B$1.59B$1.48B
YoY growthTurned profit+4.5%+13.1%+13.2%+15.2%+25.1%+19.2%+11.3%

Balance sheet, Jun 30, 2026Cash & short-term investments $3.51B · Total debt $66.79B · Total assets $121.95B · Shareholders' equity $5.14B

Revenue
$6.48B
Operating income
$1.48B
Net income
$62.0M
View details

Dividend yield
5.01%
Next ex-date
Nov 30, 26
estimated · in 69 days
Annual dividend
$1.80
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Nov '24Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26
Dividend$0.405$0.43$0.43$0.43$0.43$0.455$0.455$0.455
Annual yield4.63%5.19%5.04%5.39%4.77%4.47%4.53%4.75%
Ex-dateNov 29Feb 28May 30Aug 29Nov 28Feb 27May 29Aug 31
Payment dateDec 31Mar 31Jun 30Sep 29Dec 31Mar 31Jun 30Sep 29
View details

Institutions≥ 56.06%258.16M ADS
368 holders · as of Jun 30, 2026
Other≤ 43.94%202.33M ADS
remainder

460.49M ADS as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Institutional filings for BIP; BIP UN (100% of the company) are not on file here, so the institutional figure is a floor.

This company has 2 share classes; every stake here is a share of the whole company.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Royal Bank of CanadaInstitution
11.10%51.10M ADSas of Jun 30, 2026
Principal Global Investors, LLCInstitution
5.86%26.98Mfiled May 12, 2026
Bank of Montreal /Can/Institution
5.82%26.79M ADSas of Jun 30, 2026
Principal Financial Group IncInstitution
5.16%23.78M ADSas of Jun 30, 2026
Capital World InvestorsInstitution
4.38%20.17M ADSas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
May 1, 2026David Tyler Krantofficer: Chief Financial Officer+3,150$48.10
May 1, 2026Suzanne P. Nimocksdirector+2,000
View details

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Compare

CompanyPriceChange
Brookfield Infrastructure Partners$36.08+0.70%$16.50B64.9+19.4%
BlackRock$1,072.69−1.61%$168.99B26.118.06.2+30.6%
Ferrovial (ADR)$56.16+0.38%$40.58B44.42.4+2.0%
Enbridge$48.35+0.31%$105.25B23.523.21.6+89.7%
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Digital Realty$185.89−0.24%$68.94B90.079.510.1+28.9%
Median26.124.56.2+28.9%