BIPBrookfield Infrastructure Partners (BIP) offers a consistent dividend yield and operates in essential infrastructure sectors, but recent financial performance and technical indicators suggest a cautious approach. Potential for long-term stability exists, but short-to-medium term growth drivers appear muted.
BIP is positioned in stable, essential infrastructure sectors like utilities, transport, and data. While these sectors benefit from long-term secular growth, the company's diversified and mature asset base offers less aggressive growth potential compared to more technology-focused themes.
BIP presents a high dividend yield and a relatively stable balance sheet. However, recent negative EPS surprises and fluctuating free cash flow raise concerns about near-term earnings quality and growth. The P/S ratio suggests reasonable valuation relative to revenue.
The stock is trading below its key moving averages and exhibits weak momentum across multiple timeframes. The RSI is not in oversold territory, and while it's not overbought, the overall trend appears to be downward or consolidating with negative bias.
| Factor | Score |
|---|---|
| Infrastructure Demand | 75 |
| Renewable Energy Transition | 65 |
| Digitalization & Data Growth | 80 |
| Global Economic Stability | 50 |
| Regulatory Environment | 60 |
| Factor | Score |
|---|---|
| Valuation | 60 |
| Profitability | 40 |
| Growth | 70 |
| Balance Sheet Health | 45 |
| Cash Flow | 30 |
| Dividend Yield | 85 |
| Earnings Performance | 20 |
| Factor | Score |
|---|---|
| Trend Analysis | 30 |
| Momentum | 50 |
| Volume Confirmation | 60 |
| Support & Resistance | 60 |
| Short-term Trend | 35 |
Strong Dividend Yield
The current dividend yield is 5.05%, offering an attractive income stream relative to the current market price.
Positive Medium-Term Performance
The stock has shown positive performance over the 6-month period (+0.05%), suggesting some recent stability or recovery.
High P/S Ratio
The trailing Price-to-Sales (P/S) ratio of 0.9 is higher than the 2024 projected P/S of 0.7, and the 2023 P/S of 0.8, suggesting that the stock may be trading at a premium relative to its sales.
Volatile EPS Performance
The company has experienced significant EPS surprises, including a -78.08% surprise in Q2 2025 and a -232.35% surprise in Q4 2024, indicating unpredictability in earnings.
May 2025
30
Ex-Dividend Date
June 2025
30
Next Dividend Date
July 2025
31
Next Earnings Date
H: $0.31
A: $0.31
L: $0.31
H: 1.95B
A: 1.95B
L: 1.95B
Brookfield Infrastructure Partners L.P. engages in the utilities, transport, midstream, and data businesses. The Utilities segment operates approximately 2,900 kilometers (km) of electricity transmission lines; 3,900 km of natural gas pipelines; 8.4 million electricity and natural gas connections; 0.7 million long-term contracted sub-metering services; and 2.8 million meters under management. This segment also offers cooling, water heaters, solar, and energy storage solutions; gas distribution; heating, ventilation, air conditioner, and water products, including heating and purification, as well as other home services. The Transport segment consists of infrastructure assets that offers transportation, storage, and handling services for merchandise goods, commodities, and passengers through a network of approximately 21,000 km of track; 5,500 km of track; 9,800 km of rail; 3,300 km of motorways. The Midstream segment provides natural gas transmission, gathering and processing, and storage services through approximately 15,000 km of natural gas transmission pipelines; 570 billion cubic feet of natural gas storage; 16 natural gas and natural gas liquids processing plants; and 10,600 km of gas gathering pipelines, as well as 525,000 tonnes of polypropylene production capacity. The Data segment offers telecommunication, fiber, and data storage services through approximately 3,06,000 operational telecom towers; 28,000 km of fiber optic cables; 3,60,000 fiber-to-the-premise connections; two semiconductor manufacturing foundries; and 70 distributed antenna systems, as well as 140 data centers and 1 gigawatt of critical load capacity and an additional approximate 640 megawatts of contracted capacity. It operates in the United States, Canada, India, the United Kingdom, Brazil, Colombia, France, Australia, Germany, and internationally. The company was incorporated in 2007 and is based in Hamilton, Bermuda.
40.18 USD
The 39 analysts offering 1 year price forecasts for BIP have a max estimate of 53.00 and a min estimate of 31.00.