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, 3 hold, 0 sell out of 12) with an average price target of $47.10.
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 | 10.80% |
| Bank of Montreal | 5.74% |
| BMO Capital Markets Corp. | 5.74% |
| Principal Financial Group Inc | 5.17% |
| Capital World Investors | 4.38% |
| Capital Research & Mgmt Co - Division 3 | 2.89% |
| Neuberger Berman Group LLC | 1.67% |
| 1832 Asset Management L.P | 1.67% |
| Document | Date |
|---|---|
| Current report · Q1 2008 BROOKFIELD INFRASTRUCTURE PARTNERS L.P. – 8-K SUMMARY DOCUMENT SCOPE LIMITATION • This is a Form 8-K filing dated January 31, 2008 containing only s | 2008-01-31 |
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 |
| Dividend | $0.43 / share ex-date Aug 29, 2025 · pay Sep 29, 2025 | 2025-08-29 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Brookfield Infrastructure Partners LP — free to start.
Google PlayApp StoreData updated 2026-09-18.