US · Utilities · Utilities - Diversified
EPS came in at 0.89 against a street estimate of 0.88 — a beat of 1.1%.
Analysts rate Brookfield Infrastructure Partners LP a buy (9 buy, 2 hold, 0 sell out of 11) with an average price target of $46.90.
CONFIDENT BIP posted 10% FFO growth YoY to $0.89/unit, beating street at $0.88. Executing capital recycling ($1.2B YTD) while deploying $800M+ into new deals. AI infrastructure momentum accelerating globally with Kentucky/South Korea projects. Q2 2026 AI factory opportunities announced in U.S. (Kentucky 1.2GW) and South Korea (200MW sovereign compute); nimbyism emerging in U.S./Europe but community support strong in BIP markets. Analysts probed AI sustainability amid market skepticism (contract quality, deployment timing, nimbyism). Management defended investment guardrails, highlighted debt capital gating, extended lease terms, and brought-power-only model. Public market exit strategy questioned; management clarified it's cyclical tool competing with private, not replacement. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| Royal Bank of Canada | 11.11% |
| Bank of Montreal | 5.82% |
| BMO Capital Markets Corp. | 5.82% |
| Principal Financial Group Inc | 5.17% |
| Capital World Investors | 4.38% |
| Capital Research & Mgmt Co - Division 3 | 2.89% |
| 1832 Asset Management L.P | 1.59% |
| TD Asset Management Inc | 1.54% |
| Document | Date |
|---|---|
| Current report (6-K) · Q4 2026 OTHER NOTABLE POINTS • Brookfield Infrastructure Partners L.P. and Brookfield Infrastructure Corporation filed a Form 6-K with the SEC for October 20 | 2026-10-15 |
| Current report (6-K) · Q4 2026 HEADLINE NUMBERS • The document is a Form 6-K filing by Brookfield Infrastructure Partners L.P. for October 2026. • The filing is dated October 14, | 2026-10-14 |
| Current report (6-K) · Q4 2026 OTHER NOTABLE POINTS • This filing is a Form 6-K submitted on October 9, 2026, by Brookfield Infrastructure Partners L.P. and Brookfield Infrastructu | 2026-10-13 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • Brookfield Infrastructure proposes simplifying its corporate structure through a court-approved plan of arrangement. • BIP unitho | 2026-08-31 |
| Current report (6-K) · Q3 2026 GUARANTEE OVERVIEW • The document is a guarantee indenture dated August 27, 2026, involving Brookfield Infrastructure Partners L.P. (BIP), BIPC Holdi | 2026-08-28 |
| Current report (6-K) · Q3 2026 OTHER NOTABLE POINTS • This Form 6-K was filed on August 20, 2026, by Brookfield Infrastructure Partners L.P. and Brookfield Infrastructure Corporati | 2026-08-20 |
| Current report (6-K) · Q3 2026 HEADLINE NUMBERS • The document is an arrangement agreement dated July 21, 2026 among Brookfield Infrastructure Partners Inc. (BIP Inc.), Brookfield | 2026-08-05 |
| Annual report FY2025 (20-F) HEADLINE NUMBERS • Brookfield Infrastructure Partners L.P. filed its Form 20-F annual report for the fiscal year ended December 31, 2025. • The part | 2026-03-17 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.46 / share ex-date Aug 31, 2026 · pay Sep 29, 2026 | 2026-08-31 |
| Dividend | $0.46 / share ex-date May 29, 2026 · pay Jun 30, 2026 | 2026-05-29 |
| Dividend | $0.46 / share ex-date Feb 27, 2026 · pay Mar 31, 2026 | 2026-02-27 |
| Dividend | $0.43 / share ex-date Nov 28, 2025 · pay Dec 31, 2025 | 2025-11-28 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Brookfield Infrastructure Partners LP — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-18.