Votes received to date have been strongly in supportMeeting has been adjourned to October 29, 2026 Shareholders with questions or who require assistance voting should contact BIPC’s proxy solicitation agent, Laurel Hill Advisory Group, by calling 1-877-452-7184 (toll-free within North America) or 1-416-304-0211 (outside of North America), texting “INFO” to either number, or by emailing [email protected]
BROOKFIELD, NEWS, Oct. 09, 2026 (GLOBE NEWSWIRE) -- Brookfield Infrastructure Corporation (“BIPC”) (TSX, NYSE: BIPC) today announced a new date for the special meeting of shareholders of BIPC (the “Shareholders’ Meeting” or the “Meeting”) in respect of the proposed corporate structure simplification (the “Simplification”). While votes received to date demonstrate support for the Simplification, the new date will allow additional time for shareholders to submit their votes.
The Shareholders’ Meeting will now be held virtually on October 29, 2026 at 10:00 a.m. EDT. The record date for determining shareholders eligible to vote at the Meeting will remain as August 21, 2026.
As a result of the new date for the Meeting, the updated deadline for registered shareholders to cast their votes by proxy is 5:00 p.m. EDT on October 27, 2026. Shareholders who have already submitted a proxy do not need to vote again.
The special meeting of unitholders of Brookfield Infrastructure Partners L.P. (“BIP”) (NYSE: BIP; TSX: BIP.UN) will continue to be held virtually on October 14, 2026, at 9:00 a.m. EDT.
The Board of Directors of each of BIP and BIPC, based in part on the unanimous recommendations of their respective special committees (consisting entirely of independent directors) and the fairness opinions received from Scotiabank, unanimously determined that the Simplification is in the best interests of BIP and BIPC, respectively, and have unanimously resolved to approve the Simplification and recommend that BIP unitholders and BIPC shareholders vote in favor of the Simplification. Glass Lewis has recommended that both BIP unitholders and BIPC shareholders vote FOR the Simplification, while ISS has recommended that BIP unitholders vote FOR the Simplification.
Benefits of a Simplified Structure
The Simplification will combine BIP and BIPC into a single publicly traded corporation, Brookfield Infrastructure Partners Inc. (“BIP Inc.”), creating a simpler corporate structure designed to deliver long-term value for all securityholders.
Brookfield Infrastructure expects the Simplification to be tax-deferred for Canadian and U.S. investors and completed without any meaningful cost to the business, while providing securityholders with the following benefits, among others:
Improved consolidated trading liquidity through a single listed security;Increased demand from current indices and potential additional index inclusion;Stronger alignment with long-term capital allocation trends toward indexable and ETF-eligible corporate securities;Simplified investor analysis, screening, and benchmarking through a single listed reporting entity;Broader access to a larger pool of investors who prefer corporate structures;Enhanced governance framework and voting rights for public securityholders; andFor BIP unitholders, elimination of onerous partnership tax reporting forms and preferential dividend tax rates for many Canadian and U.S. taxable investors.
Additional information is also available on our website at https://bip.brookfield.com under “Proposed Simplification”.
If the necessary securityholder approvals are obtained, the final hearing to obtain the final order from the Supreme Court of British Columbia approving the Simplification is expected to be held on or about November 3, 2026. Subject to the receipt of the final order and required regulatory approvals, it is anticipated that the Simplification will be completed in the fourth quarter of 2026.
Questions or Require Voting Assistance?
The Company has retained Laurel Hill Advisory Group as its proxy solicitation agent. If you have any questions about the Meeting or require assistance voting please contact Laurel Hill Advisory Group:
Toll Free: 1-877-452-7184 (toll free in North America)
International: 1-416-304-0211
Text: text "INFO" to either number above
Email: [email protected]
The Company may also use the services of Broadridge Investor Communications to assist eligible beneficial shareholders with voting their shares with written confirmation or over the telephone with Laurel Hill. Simply contact Laurel Hill Advisory to vote your shares today.
For additional information on the Simplification please see the joint management information circular filed with the applicable Canadian securities regulators and with the United States Securities and Exchange Commission, which is available on SEDAR+ at https://sedarplus.ca and on EDGAR at https://sec.gov. Securityholders are urged to read the circular carefully.
Please note that BIP has applied for and received exemptive relief from the Ontario Securities Commission in order to not require further approval by the holders of class A shares of BIP Inc. (“BIP Inc. Class A Shares”) for any future distributions of BIP Inc. Class A Shares or securities that are, directly or indirectly, convertible into, or exercisable or exchangeable for, BIP Inc. Class A Shares under a prospectus, conditional upon obtaining the required securityholder approvals described in the joint management information circular. Accordingly, (i) in respect of BIP, a vote in favor of the Simplification by BIP unitholders will constitute voting in favor of BIP Inc.’s ability to conduct future issuances of BIP Inc. Class A Shares or securities that are, directly or indirectly, convertible into, or exercisable or exchangeable for, BIP Inc. Class A Shares pursuant to a prospectus, and (ii) in respect of BIPC, a vote in favor of the Simplification by BIPC shareholders will, in the event that the Simplification is approved by BIPC shareholders, constitute voting in favor of BIP Inc.’s ability to conduct future issuances of BIP Inc. Class A Shares or securities that are, directly or indirectly, convertible into, or exercisable or exchangeable for, BIP Inc. Class A Shares pursuant to a prospectus, in each case, without requiring further approval by holders of BIP Inc. Class A Shares in accordance with National Instrument 41-101 – General Prospectus Requirements.
About Brookfield Infrastructure
Brookfield Infrastructure is a leading global infrastructure company that owns and operates high-quality, long-life assets in the utilities, transport, midstream and data sectors across the Americas, Asia Pacific and Europe. We are focused on assets that have contracted and regulated revenues that generate predictable and stable cash flows. Investors can access its portfolio either through Brookfield Infrastructure Partners L.P. (NYSE: BIP; TSX: BIP.UN), a Bermuda-based limited partnership, or Brookfield Infrastructure Corporation (NYSE, TSX: BIPC), a Canadian corporation. Further information is available at https://bip.brookfield.com.
Brookfield Infrastructure is the flagship listed infrastructure company of Brookfield Asset Management, a global alternative asset manager, headquartered in New York with over $1 trillion of assets under management. For more information, go to https://brookfield.com.
Contact Information
Media:Investor Relations:John Hamlin
Director
Communications
Tel: +44 204 557 4334
Email: [email protected] Fukuda
Managing Director
Corporate Development & Investor Relations
Tel: +1 416 956 5129
Email: [email protected] This news release does not constitute an offer to sell or a solicitation of an offer to buy any securities and shall not constitute an offer, solicitation or sale in any state or jurisdiction in which such an offer, solicitation or sale would be unlawful.
This news release contains forward-looking statements and information within the meaning of Canadian provincial securities laws and “forward looking statements” within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended, Section 21E of the U.S. Securities Exchange Act of 1934, as amended, “safe harbor” provisions of the United States Private Securities Litigation Reform Act of 1995 and in any applicable Canadian securities regulations.
Forward-looking statements may include estimates, plans, expectations, opinions, forecasts, projections, guidance or other statements that are not statements of fact. Forward-looking statements in this news release include statements regarding the exploration of changes to Brookfield Infrastructure’s corporate structure, whether any transaction may be pursued and the possibility, timing, structure, benefits, and conditions to any potential transaction. There can be no assurance that the securityholders will approve a transaction to create a single corporate security or, if approved, that the transaction will be completed.
The foregoing list of important factors that may affect future results is not exhaustive. Except as required by law, Brookfield Infrastructure does not undertake any obligation to publicly update or revise any forward-looking statements or information, whether written or oral, whether as a result of new information, future events or otherwise.
Votes received to date have been strongly in supportMeeting has been adjourned to October 29, 2026 Shareholders with questions or who require assistance voting should contact BIPC’s proxy solicitation agent, Laurel Hill Advisory Group, by calling 1-877-452-7184 (toll-free within North America) or 1-416-304-0211 (outside of North America), texting “INFO” to either number, or by emailing [email protected]
BROOKFIELD, NEWS, Oct. 09, 2026 (GLOBE NEWSWIRE) -- Brookfield Infrastructure Corporation (“BIPC”) (TSX, NYSE: BIPC) today announced a new date for the special meeting of shareholders of BIPC (the “Shareholders’ Meeting” or the “Meeting”) in respect of the proposed corporate structure simplification (the “Simplification”). While votes received to date demonstrate support for the Simplification, the new date will allow additional time for shareholders to submit their votes.
The Shareholders’ Meeting will now be held virtually on October 29, 2026 at 10:00 a.m. EDT. The record date for determining shareholders eligible to vote at the Meeting will remain as August 21, 2026.
As a result of the new date for the Meeting, the updated deadline for registered shareholders to cast their votes by proxy is 5:00 p.m. EDT on October 27, 2026. Shareholders who have already submitted a proxy do not need to vote again.
The special meeting of unitholders of Brookfield Infrastructure Partners L.P. (“BIP”) (NYSE: BIP; TSX: BIP.UN) will continue to be held virtually on October 14, 2026, at 9:00 a.m. EDT.
The Board of Directors of each of BIP and BIPC, based in part on the unanimous recommendations of their respective special committees (consisting entirely of independent directors) and the fairness opinions received from Scotiabank, unanimously determined that the Simplification is in the best interests of BIP and BIPC, respectively, and have unanimously resolved to approve the Simplification and recommend that BIP unitholders and BIPC shareholders vote in favor of the Simplification. Glass Lewis has recommended that both BIP unitholders and BIPC shareholders vote FOR the Simplification, while ISS has recommended that BIP unitholders vote FOR the Simplification.
Benefits of a Simplified Structure
The Simplification will combine BIP and BIPC into a single publicly traded corporation, Brookfield Infrastructure Partners Inc. (“BIP Inc.”), creating a simpler corporate structure designed to deliver long-term value for all securityholders.
Brookfield Infrastructure expects the Simplification to be tax-deferred for Canadian and U.S. investors and completed without any meaningful cost to the business, while providing securityholders with the following benefits, among others:
Improved consolidated trading liquidity through a single listed security;Increased demand from current indices and potential additional index inclusion;Stronger alignment with long-term capital allocation trends toward indexable and ETF-eligible corporate securities;Simplified investor analysis, screening, and benchmarking through a single listed reporting entity;Broader access to a larger pool of investors who prefer corporate structures;Enhanced governance framework and voting rights for public securityholders; andFor BIP unitholders, elimination of onerous partnership tax reporting forms and preferential dividend tax rates for many Canadian and U.S. taxable investors.
Additional information is also available on our website at https://bip.brookfield.com under “Proposed Simplification”.
If the necessary securityholder approvals are obtained, the final hearing to obtain the final order from the Supreme Court of British Columbia approving the Simplification is expected to be held on or about November 3, 2026. Subject to the receipt of the final order and required regulatory approvals, it is anticipated that the Simplification will be completed in the fourth quarter of 2026.
Questions or Require Voting Assistance?
The Company has retained Laurel Hill Advisory Group as its proxy solicitation agent. If you have any questions about the Meeting or require assistance voting please contact Laurel Hill Advisory Group:
Toll Free: 1-877-452-7184 (toll free in North America)
International: 1-416-304-0211
Text: text "INFO" to either number above
Email: [email protected]
The Company may also use the services of Broadridge Investor Communications to assist eligible beneficial shareholders with voting their shares with written confirmation or over the telephone with Laurel Hill. Simply contact Laurel Hill Advisory to vote your shares today.
For additional information on the Simplification please see the joint management information circular filed with the applicable Canadian securities regulators and with the United States Securities and Exchange Commission, which is available on SEDAR+ at https://sedarplus.ca and on EDGAR at https://sec.gov. Securityholders are urged to read the circular carefully.
Please note that BIP has applied for and received exemptive relief from the Ontario Securities Commission in order to not require further approval by the holders of class A shares of BIP Inc. (“BIP Inc. Class A Shares”) for any future distributions of BIP Inc. Class A Shares or securities that are, directly or indirectly, convertible into, or exercisable or exchangeable for, BIP Inc. Class A Shares under a prospectus, conditional upon obtaining the required securityholder approvals described in the joint management information circular. Accordingly, (i) in respect of BIP, a vote in favor of the Simplification by BIP unitholders will constitute voting in favor of BIP Inc.’s ability to conduct future issuances of BIP Inc. Class A Shares or securities that are, directly or indirectly, convertible into, or exercisable or exchangeable for, BIP Inc. Class A Shares pursuant to a prospectus, and (ii) in respect of BIPC, a vote in favor of the Simplification by BIPC shareholders will, in the event that the Simplification is approved by BIPC shareholders, constitute voting in favor of BIP Inc.’s ability to conduct future issuances of BIP Inc. Class A Shares or securities that are, directly or indirectly, convertible into, or exercisable or exchangeable for, BIP Inc. Class A Shares pursuant to a prospectus, in each case, without requiring further approval by holders of BIP Inc. Class A Shares in accordance with National Instrument 41-101 – General Prospectus Requirements.
About Brookfield Infrastructure
Brookfield Infrastructure is a leading global infrastructure company that owns and operates high-quality, long-life assets in the utilities, transport, midstream and data sectors across the Americas, Asia Pacific and Europe. We are focused on assets that have contracted and regulated revenues that generate predictable and stable cash flows. Investors can access its portfolio either through Brookfield Infrastructure Partners L.P. (NYSE: BIP; TSX: BIP.UN), a Bermuda-based limited partnership, or Brookfield Infrastructure Corporation (NYSE, TSX: BIPC), a Canadian corporation. Further information is available at https://bip.brookfield.com.
Brookfield Infrastructure is the flagship listed infrastructure company of Brookfield Asset Management, a global alternative asset manager, headquartered in New York with over $1 trillion of assets under management. For more information, go to https://brookfield.com.
Contact Information
Media:Investor Relations:John Hamlin
Director
Communications
Tel: +44 204 557 4334
Email: [email protected] Fukuda
Managing Director
Corporate Development & Investor Relations
Tel: +1 416 956 5129
Email: [email protected] This news release does not constitute an offer to sell or a solicitation of an offer to buy any securities and shall not constitute an offer, solicitation or sale in any state or jurisdiction in which such an offer, solicitation or sale would be unlawful.
This news release contains forward-looking statements and information within the meaning of Canadian provincial securities laws and “forward looking statements” within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended, Section 21E of the U.S. Securities Exchange Act of 1934, as amended, “safe harbor” provisions of the United States Private Securities Litigation Reform Act of 1995 and in any applicable Canadian securities regulations.
Forward-looking statements may include estimates, plans, expectations, opinions, forecasts, projections, guidance or other statements that are not statements of fact. Forward-looking statements in this news release include statements regarding the exploration of changes to Brookfield Infrastructure’s corporate structure, whether any transaction may be pursued and the possibility, timing, structure, benefits, and conditions to any potential transaction. There can be no assurance that the securityholders will approve a transaction to create a single corporate security or, if approved, that the transaction will be completed.
The foregoing list of important factors that may affect future results is not exhaustive. Except as required by law, Brookfield Infrastructure does not undertake any obligation to publicly update or revise any forward-looking statements or information, whether written or oral, whether as a result of new information, future events or otherwise.
Brookfield Infrastructure Co. (TSE:BIPC – Get Free Report) shares shot up 1.4% on Friday. The stock traded as high as C$49.67 and last traded at C$49.49. 185,460 shares were traded during trading, a decline of 29% from the average session volume of 262,556 shares. The stock had previously closed at C$48.83.
Brookfield Infrastructure Price Performance The firm has a market cap of C$6.09 billion, a PE ratio of -17.34 and a beta of 2.30. The stock has a 50 day simple moving average of C$54.17 and a two-hundred day simple moving average of C$55.57. The company has a debt-to-equity ratio of -837.11, a quick ratio of 0.24 and a current ratio of 0.42.
Brookfield Infrastructure Company Profile (Get Free Report)
Brookfield Infrastructure is a leading global infrastructure company that owns and operates high-quality, long-life assets in the utilities, transport, midstream and data sectors across the Americas, Asia Pacific and Europe. We are focused on assets that have contracted and regulated revenues that generate predictable and stable cash flows. Investors can access its portfolio either through Brookfield Infrastructure Partners L.P. (NYSE: BIP; TSX: BIP.UN), a Bermuda-based limited partnership, or Brookfield Infrastructure Corporation (NYSE, TSX: BIPC), a Canadian corporation.
Further Reading Five stocks we like better than Brookfield Infrastructure 3 Defense Stocks Riding Nuclear, Missile, and Aerospace Demand SoFi Is Bypassing the Banking Bottleneck With Stablecoin Settlement These 3 Overlooked Stocks Have Big Money Behind Them Darden Restaurants Serves Up Fresh Catalysts for a Stock Price Rally Receive News & Ratings for Brookfield Infrastructure Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Brookfield Infrastructure and related companies with MarketBeat.com's FREE daily email newsletter.
Engineers Gate Manager LP lowered its stake in Brookfield Infrastructure Co. (NYSE:BIPC – Free Report) by 85.7% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,329 shares of the company’s stock after selling 61,992 shares during the period. Engineers Gate Manager LP’s holdings in Brookfield Infrastructure were worth $398,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other hedge funds and other institutional investors have also made changes to their positions in the company. Royal Bank of Canada increased its stake in shares of Brookfield Infrastructure by 8.2% during the first quarter. Royal Bank of Canada now owns 3,814,402 shares of the company’s stock worth $150,746,000 after buying an additional 288,349 shares during the period. TD Waterhouse Canada Inc. lifted its position in shares of Brookfield Infrastructure by 8.8% during the 2nd quarter. TD Waterhouse Canada Inc. now owns 2,010,191 shares of the company’s stock worth $76,964,000 after purchasing an additional 162,994 shares during the last quarter. Norges Bank acquired a new position in shares of Brookfield Infrastructure during the fourth quarter worth $71,014,000. TD Asset Management Inc grew its stake in shares of Brookfield Infrastructure by 0.3% during the fourth quarter. TD Asset Management Inc now owns 1,198,945 shares of the company’s stock worth $54,468,000 after purchasing an additional 3,950 shares in the last quarter. Finally, Dimensional Fund Advisors LP increased its holdings in Brookfield Infrastructure by 8.1% in the first quarter. Dimensional Fund Advisors LP now owns 1,118,467 shares of the company’s stock valued at $44,195,000 after buying an additional 83,626 shares during the last quarter. Hedge funds and other institutional investors own 70.38% of the company’s stock.
Brookfield Infrastructure Price Performance NYSE BIPC opened at $34.56 on Friday. The company has a fifty day moving average of $38.91 and a two-hundred day moving average of $40.02. The company has a market capitalization of $4.25 billion, a PE ratio of 30.85 and a beta of 1.31. Brookfield Infrastructure Co. has a 1 year low of $34.18 and a 1 year high of $51.72.
Brookfield Infrastructure (NYSE:BIPC – Get Free Report) last posted its earnings results on Thursday, July 30th. The company reported ($0.56) EPS for the quarter. The firm had revenue of $940.00 million during the quarter. Wall Street Analysts Forecast Growth A number of research firms have weighed in on BIPC. Weiss Ratings restated a “sell (d-)” rating on shares of Brookfield Infrastructure in a research note on Monday. Morgan Stanley reiterated an “underweight” rating and issued a $50.00 price objective on shares of Brookfield Infrastructure in a report on Wednesday, August 12th. Finally, Wall Street Zen raised Brookfield Infrastructure from a “sell” rating to a “hold” rating in a research report on Saturday, August 1st. Two analysts have rated the stock with a Sell rating, According to data from MarketBeat, Brookfield Infrastructure has a consensus rating of “Sell” and an average price target of $50.00.
Check Out Our Latest Analysis on Brookfield Infrastructure
(Free Report)
Brookfield Infrastructure Corporation (NYSE: BIPC) is a publicly traded company that provides investors with economic exposure to Brookfield Infrastructure Partners L.P., one of the world’s largest owners and operators of infrastructure assets. BIPC and Brookfield Infrastructure Partners have equivalent economic interests and are managed by Brookfield Asset Management.
Brookfield Infrastructure’s operations are organized across four principal segments: utilities, transport, midstream, and data infrastructure.
See Also Five stocks we like better than Brookfield Infrastructure Hims & Hers Slides Nearly 7% as Legal Pressure Adds to Its Growing List of Risks Paychex Plunges, Providing the Entry Investors Have Been Waiting For The Case for Buying High-Yield General Mills Just Strengthened SanDisk’s $1,800 Breakout Turns Memory Hardware Into a Profit Story Want to see what other hedge funds are holding BIPC? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Brookfield Infrastructure Co. (NYSE:BIPC – Free Report).
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Imagine a massive, invisible network of pipes and transmission lines that hum with the energy powering thousands of homes. Brookfield Infrastructure (BIPC +1.69%) owns this critical backbone, operating a global portfolio of gas transmission systems, electricity distribution networks, and digital infrastructure projects. As of Sept. 11, 2026, the stock trades at $36.06 per share, having moved through a year marked by significant operational growth offset by broader market headwinds that pressured its 1-year performance down by 11%.
Our proprietary Hidden Gems scoring system assigns Brookfield Infrastructure an overall Superscore of 73 out of 100, placing it in the Above Average category. This Superscore places the company in the Top ~24% of every company we score, ahead of roughly 76 out of every 100 companies evaluated. This score is a single data-driven signal, and the following analysis balances the reasons for this high mark against the risks that keep it from moving into the next, stronger tier.
Premium Feature
Moneyball Superscore
64/100
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Why BIPC Has a 73 SuperscoreEssential asset focus: The company generates steady cash flow from regulated gas and electricity utilities that customers simply can't stop using, regardless of the economic cycle.Proven capital recycling: Management consistently sells mature, stabilized assets to fund new high-growth infrastructure, crystallizing value and keeping the balance sheet lean.Inflation-indexed revenue: Long-term contracts across its global portfolio automatically adjust prices for inflation, protecting the company's margins even when the cost of inputs climbs.Strong operational margins: The core business consistently maintains operating margins above 60% by leveraging scale and expert management from the broader Brookfield ecosystem.Secular growth tailwinds: The company is aggressively capturing demand for power-intensive digital infrastructure, securing lucrative financing and development deals with major technology players.Why Is BIPC's Superscore Not Higher?High structural leverage: Total debt grew to over $13 billion in 2025, a heavy burden that forces the company to dedicate significant cash flow to interest payments.Complex corporate structure: The arrangement of exchangeable shares and intercompany financial liabilities creates accounting noise that often makes bottom-line profitability appear lower than the cash-flow reality.Liquidity constraints: A recent working capital deficit and a current ratio of 0.26 highlight tight short-term liquidity, leaving the company with little room for error amid market volatility.Limited digital exposure: While it builds out data centers, the company lacks proprietary software or AI-driven intellectual property, keeping its upside strictly tethered to physical infrastructure assets.The company maintains a top-tier standing in capital efficiency, earning a return on net tangible assets that places it in the Top ~21% of all companies scored. This means it generates substantial profit from a relatively small base of physical assets, allowing it to turn revenue growth into meaningful returns. While the leverage mentioned above remains a real risk, this high level of operational efficiency provides a critical offset that supports the valuation even when interest costs trend higher.
Hidden Gems Database Scores at a GlanceScoreScore (out of 100)RankSupporting Data PointProduct (1Y)77Top ~25%Stable momentum with 7% revenue growth and active capital recycling.Product (5Y)74Top ~22%Consistent delivery on 12-15% total return targets through disciplined asset management.Financial (1Y)60Top ~46%Operating cash flow of $1.6 billion, though liquidity is strained by high debt loads.Financial (5Y)68Top ~27%Strong operating margins over 60%, but marred by volatility in net income.AI15Bottom ~16%Lacks proprietary data assets and focuses entirely on physical infrastructure operations.Valuation Risk78Top ~7%Trades at an EV/EBITDA of 4.38x, indicating efficient pricing relative to its stable cash flows.Is BIPC Right For Your Portfolio?This stock warrants a closer look if...
You are seeking a steady income from a firm that offers exposure comparable to the best electric utility stocks while benefiting from long-term global infrastructure demand.You prefer a business model where inflation-linked contracts provide a natural hedge against rising costs in your portfolio.You may want to keep researching before buying if...
You are uncomfortable with high debt levels that may impact financial flexibility if interest rates remain elevated.You prefer companies with simpler financial structures that do not rely on complex inter-company accounting or asset-recycling volatility.The Superscore is one research-driven signal, and it should be weighed against your own financial goals, risk tolerance, and individual research before making any decisions.
My 5-year prediction for BIPC stockBrookfield Infrastructure stock has been stuck in a trading range for the last few years, while the business is off to a solid start in 2026. Assuming it converts a growing pipeline of quality opportunities into cash flows, the stock could deliver better returns over the next five years.
The stock is currently yielding close to 5%. Growth in revenue and cash flows has allowed the company to grow its dividend over the past five years. Funds from operations grew 10% year over year in the second quarter. This performance suggests investors are likely undervaluing the stock.
Importantly, the company sees accelerating momentum in AI infrastructure, leading to attractive opportunities. It expanded its framework with Bloom Energy, from $5 billion to $25 billion in capital expenditures, which pads its pipeline of opportunities. This reflects the company's successful asset sales, where it generated nearly $1.2 billion in proceeds to date.
The prospect of higher interest is weighing on the stock, as it makes future cash flows and dividends worth less to investors today. But it's high yield already prices in some of these risks. The stock has favorable odds of delivering a total return, including dividends, that is at least on par with its current yield over the next five years.
The Hidden Gems Superscore reflects The Motley Fool's proprietary AI-driven evaluation of a company across product, financial, leadership, and valuation pillars as of the article date and may change over time. Performance figures are point-in-time. Past performance does not guarantee future results.
Brookfield Infrastructure (NYSE:BIPC – Get Free Report) and E.On (OTCMKTS:ENAKF – Get Free Report) are both utilities companies, but which is the better investment? We will contrast the two companies based on the strength of their valuation, dividends, institutional ownership, risk, earnings, profitability and analyst recommendations.
Dividends Brookfield Infrastructure pays an annual dividend of $1.82 per share and has a dividend yield of 4.5%. E.On pays an annual dividend of $0.60 per share and has a dividend yield of 2.7%. E.On pays out -238.1% of its earnings in the form of a dividend. Brookfield Infrastructure has increased its dividend for 5 consecutive years. Brookfield Infrastructure is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.
Valuation & Earnings This table compares Brookfield Infrastructure and E.On”s revenue, earnings per share (EPS) and valuation.
Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Brookfield Infrastructure $3.70 billion 1.35 N/A N/A N/A E.On N/A N/A N/A ($0.25) -89.17 Profitability This table compares Brookfield Infrastructure and E.On’s net margins, return on equity and return on assets.
Net Margins Return on Equity Return on Assets Brookfield Infrastructure N/A N/A N/A E.On N/A N/A N/A Analyst Recommendations This is a breakdown of current recommendations for Brookfield Infrastructure and E.On, as provided by MarketBeat.
Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Brookfield Infrastructure 2 0 0 0 1.00 E.On 0 0 0 0 0.00 Brookfield Infrastructure currently has a consensus price target of $48.00, suggesting a potential upside of 18.43%. Given Brookfield Infrastructure’s stronger consensus rating and higher probable upside, analysts plainly believe Brookfield Infrastructure is more favorable than E.On.
Institutional and Insider Ownership 70.4% of Brookfield Infrastructure shares are held by institutional investors. Comparatively, 25.1% of E.On shares are held by institutional investors. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.
Summary Brookfield Infrastructure beats E.On on 7 of the 8 factors compared between the two stocks.
About Brookfield Infrastructure (Get Free Report)
Brookfield Infrastructure Corporation, together with its subsidiaries, owns and operates regulated natural gas transmission systems in Brazil. The company also engages in the regulated gas and electricity distribution operations in the United Kingdom; and electricity transmission and distribution, as well as gas distribution in Australia. It operates approximately 2,000 kilometers of natural gas transportation pipelines in the states of Rio de Janeiro, Sao Paulo, and Minas Gerais; 4.3 million gas and electricity connections; and a global fleet of approximately 7 million twenty-foot equivalent units (TEUs) intermodal containers under long-term contracts. The company was incorporated in 2019 and is headquartered in New York, New York. Brookfield Infrastructure Corporation operates as a subsidiary of Brookfield Infrastructure Partners L.P.
About E.On (Get Free Report)
E.ON SE operates as an energy company in Germany, the United Kingdom, Sweden, the Netherlands, rest of Europe, and internationally. It operates through two segments, Energy Networks and Customer Solutions. The Energy Networks segment operates power and gas distribution networks, as well as provides maintenance, repairs, and related services. The Customer Solutions segment supplies power, gas, and heat, as well as with products and services that enhance energy efficiency to residential, small and medium-sized enterprises, large commercial and industrial, sales partners, and public entities. Additionally, it provides SmartSim, a software solution that allows renewable gases to be fed into gas grids; gas quality tracking solutions; GasPro, a mobile gas sample collector; metering solutions; and GasCalc, a software that calculates natural gases, LNG, and biogases properties. The company was founded in 1923 and is headquartered in Essen, Germany.
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High-yielding dividend stocks need to generate substantial cash flow to support their payouts. The best ones generate excess cash flow after covering their dividends. That provides them with low-cost growth capital, which supports rising dividends and share prices.
Here are three top high-yield dividend stocks I'd buy for their cash flow alone.
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Brookfield Infrastructure Brookfield Infrastructure (BIPC -1.61%)(BIP -1.15%) is a leading global owner and operator of economically essential infrastructure. It invests in high-quality utilities, transport, midstream, and data assets. These assets generate very stable cash flow, as 85% comes from long-term contracts or regulated rate structures.
The company generated $709 million in funds from operations (FFO) in the first quarter of this year, up 10% year over year. Brookfield paid out 65% of its FFO in dividends during the first quarter (in the middle of its 60% to 70% target range). That comfortable payout ratio enables the global infrastructure operator to retain meaningful cash flow to reinvest in expanding its operations.
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Brookfield currently has over $9 billion of expansion projects in the backlog that it expects to complete over the next two to three years. Notable projects include data center developments, behind-the-meter power solutions for data centers and AI factories, and funding two U.S. semiconductor fabrication facilities. These expansion projects help support Brookfield's plans to grow its FFO per share by more than 10% annually, which should drive 5% to 9% annual dividend growth. Add that robust growth rate to its high-yielding payout, and Brookfield has high-octane total return potential.
Energy Transfer Energy Transfer (ET -2.23%) is a master limited partnership (MLP) focused on owning and operating energy infrastructure. The MLP, which sends a Schedule K-1 Federal tax form each year, generates very stable cash flow, as 90% of its income comes from fee-based sources.
The energy midstream company generated $2.7 billion of distributable cash flow during the first quarter, up 17% year over year. The MLP distributed nearly $1.2 billion of that cash to investors to support its high-yielding payout (6.8% yield). It retained the rest to reinvest in the partnership.
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19.91
Energy Transfer currently expects to invest $5.5 billion to $5.9 billion into organic expansion projects this year. That's part of a multi-year backlog of projects that include several large-scale gas pipelines ($2.7 billion Hugh Brinson and up to $5.6 billion Desert Southwest Pipeline). It currently has projects underway that should come online through 2030. These projects will support continued distribution increases (3% to 5% annual target range) and grow the value of its unit price, driving solid total returns.
Realty Income Realty Income (O -0.15%) is a leading global real estate investment trust (REIT). It owns a globally diversified portfolio (retail, industrial, gaming, and other properties) secured by long-term net leases with many of the world's leading companies. Those net leases provide it with very stable cash flow to support its high-yielding monthly dividend (4.9% current yield).
The REIT generated nearly $1.1 billion of adjusted FFO during the first quarter. It paid out about 70% of its cash flow in dividends. It's on track to generate over $980 million in adjusted free cash flow this year to reinvest in new income-generating real estate.
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-0.15
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-0.10
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65.50
Realty Income is using its free cash flow and other capital sources (private capital vehicles, stock sales, and debt) to fund new investments ($9.5 billion in investment volume expected this year). It has been capitalizing on several new growth opportunities, including its first investment in Mexico and a joint venture to invest in data centers. These investments should support continued dividend increases (135 raises and 4.1% compound annual dividend growth since its public market listing in 1994). That growth-and-income combo should support strong total returns.
Cash-generating machines Brookfield Infrastructure, Energy Transfer, and Realty Income are money-printing machines. That's giving them the funds to pay high-yielding dividends while also investing heavily in their continued growth. Those growth investments will drive dividend growth and stock price appreciation, enhancing their total returns. That's why their cash flow alone makes these high-yielding dividend stocks worth buying.
Brookfield Infrastructure trades under two separate tickers for one identical business, with a price premium between the two. The gap between the two tickers has moved sharply in the last few days. In this article, I share an overview of the company, explaining the dual ticker structure and discussing the simplification plan that has just been announced.
I have been steadily adding to my Energy Transfer (ET 0.50%) position this year. I've purchased units of the master limited partnership (MLP) three times already this year. It's one of my favorite energy investments for generating passive income. I also like that the midstream company has strong growth visibility as it builds out its natural gas infrastructure to support growing power demand from AI data centers.
However, as much as I like investing in the MLP, Brookfield Infrastructure (BIPC 0.75%)(BIP 1.34%) has surpassed it as my favorite energy stock to buy right now. Here's why it's the first one I plan to buy in July.
Image source: Getty Images.
A more compelling value proposition this month Energy Transfer is having a strong year. Units of the MLP are already up more than 15%, nearly doubling the S&P 500's 8% return. That surge has driven down its distribution yield to 7%. While that's still a very attractive level compared to the S&P 500's 1.1% yield, it's not as high as it was earlier this year.
Brookfield Infrastructure, on the other hand, has trailed both the S&P 500 and Energy Transfer by declining more than 15% on the year. That sell-off has driven down its dividend yield to 4.7%. That's a very attractive level for such a high-quality income stream. Brookfield has increased its dividend for 17 straight years (every year since its inception), growing it at a 9% compound annual rate. The company expects to deliver 5% to 9% annual dividend growth going forward, much faster than the 3% to 4% annual distribution growth rate Energy Transfer expects.
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38.21
Faster, broader AI-fueled growth Shares of Brookfield Infrastructure have sold off this year even though its growth rate is accelerating. The company's funds from operations (FFO) per share grew 10% in the first quarter, up from the 6% growth rate it delivered last year. Notable drivers included its data segment (up 46%) and its energy midstream segment (up 12%).
Brookfield Infrastructure expects to deliver more than 10% annual FFO per share growth going forward. It anticipates delivering 6% to 9% annual organic growth, driven by inflation-indexed rate increases, volume growth as the global economy expands, and growth capital projects. Brookfield currently has over $9 billion of growth capital projects in its backlog across its utilities, transport, midstream, and data infrastructure segments. Its expertise in energy is leading Brookfield to invest directly in developing data centers. It's also investing in deploying advanced fuel cells at data centers under long-term contracts with the operating tenants.
Additionally, Brookfield expects to continue making value-enhancing acquisitions. The company has secured about $1.5 billion of new investments over the past year, including an interest in a leading U.S. refined products pipeline system, a South Korean industrial gas business, and a natural gas infrastructure business in New Zealand. These and future acquisitions should help push its growth rate above 10% annually.
Overall, Brookfield has a much more diversified growth profile compared to Energy Transfer, with multiple AI-related catalysts. While Energy Transfer is building new gas pipelines to support AI-driven power demand, Brookfield is investing directly in powered AI data centers. It's also investing in natural gas pipelines and utility projects to support rising power demand. Additionally, it's investing in other AI infrastructure solutions, including an industrial gas business in South Korea that supports semiconductor manufacturers, and recently launched an exclusive industrial equipment leasing platform for data centers.
A better opportunity this month Energy Transfer remains one of my favorite income investments from the energy sector. However, Brookfield Infrastructure is a more compelling investment opportunity this month, given its 15% year-to-date decline in share price. That boosted its yield and total return potential, which is why I plan to make it the first energy stock I buy in July.
I don't love valuation models because they rely on assumptions, and assumptions can be dangerous. But we still need to pay attention. I sold my position in BIPC not because I don't like the stock or that I'm spooked by recent movement, but rather in the optic of portfolio simplification. Since I started this portfolio in September 2017, I have received a total of $36,444.54 CAD in dividends.
Due to the "big, beautiful bill" passed last year, many taxpayers can expect a larger refund from the Internal Revenue Service this tax season. That's because the bill reduced individual taxes by $129 billion for 2025. But many Americans didn't change their withholding for the year, so they'll get back the extra amounts withheld from their paychecks in their tax returns.
As of late February, the average refund is a bit more than 10% higher so far this year, pushing the average refund amount for individual filers from around $3,450 to more than $3,800. Unless you have urgent spending needs or you can pay down expensive debt, the wisest thing to do with that refund is to invest it and give your retirement portfolio a bit of a shot in the arm.
But in such uncertain times, when the war in the Middle East is pushing major stock indexes down and driving market volatility higher -- with no clear end to the conflict in sight -- it's difficult to know where to invest.
Image source: Getty Images.
Certain sectors are less impacted by volatility or economic slowdowns Fortunately, there are prudent investments that should outperform other assets in volatile or down markets. And if you look at a heat map of the S&P 500, you can see that many of these stocks are already outperforming the broader market over the past month as the war has ground on.
First of all, consider stocks of companies that provide essential goods that people won't stop buying even if the economy stagnates or inflation rises. The consumer staples sector includes discount retailers like Costco Wholesale (COST +0.23%), Target (TGT +1.89%), and Walmart (WMT 0.16%). People will continue to shop at these low-cost chains even when the economy falters. Even better, higher-income consumers looking to cut costs in tough times will increase their visits to these stores.
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2.26
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977.95
Healthcare is another great defensive sector. I like Johnson & Johnson (JNJ +0.60%) and CVS (CVS +1.11%) -- they provide essential medical supplies or services that people will need in good times and bad. Healthcare is not a luxury.
And utilities are always a great bet if you think the market and/or economy is about to turn downward, as they provide essential services that don't see a decline in demand in recessions. Three top utilities to consider are American Water Works (AWK +1.21%), a water utility; Brookfield Infrastructure (BIPC +0.72%), a gas utility; and NextEra Energy (NEE +0.98%), an electric utility.
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85.67
Those are just a few safe, reliable investments to make when the rest of the market looks a bit iffy, as it does right now.
Matthew Benjamin has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Costco Wholesale, NextEra Energy, Target, and Walmart. The Motley Fool recommends CVS Health and Johnson & Johnson. The Motley Fool has a disclosure policy.
I discuss two elite investment vehicles specifically designed to provide attractive current yields and long-term reliability for your retirement. I detail how these 'dividend machines' utilize inflation-indexed contracts and global diversification to protect your purchasing power in any economic climate. I also share the risks that could undermine WPC's and BIP's total return propositions.
Discover the essential 'two qualifiers' that determine if a high-yield strategy is the right fit for your retirement goals. Learn the four-pillar framework for identifying sustainable dividends and avoiding common yield traps that lead to capital loss. Explore a diversified selection of high-income opportunities across numerous sectors of individual stocks, ETFs, and CEFs to bolster your monthly cash flow.
I own lots of stocks, most of which pay dividends. I focus on dividends stocks because I like earning passive income. They've also historically delivered much higher returns compared to non-dividend payers.
Three of my favorite dividend stocks are Brookfield Infrastructure (BIPC +0.72%)(BIP +0.03%), Enterprise Products Partners (EPD 0.51%), and Realty Income (O +0.64%). I already have sizable positions in all three. However, I wouldn't think twice about doubling my positions. Here's why.
Image source: Getty Images.
Robust growth ahead Brookfield Infrastructure has everything I look for in a core dividend holding. It generates very durable cash flows to support its high-yielding payout (currently 4.8%). About 85% of its earnings come from long-term, fixed-rate contracts or government-regulated revenue frameworks, which either indexes its revenue to inflation or protect it from inflation's impact.
The diversified global infrastructure operator also has a strong financial profile. It has a conservative dividend payout ratio (60% to 70% of its stable cash flows) and a strong, investment-grade balance sheet. That gives it significant financial flexibility to continue growing its operations and its dividend.
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0.29
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40.75
Brookfield Infrastructure also has solid growth prospects. It expects to grow its cash flow per share at a more than 10% annual rate going forward, driven by inflation-linked rate increases, expansion projects, and acquisitions. That should support dividend growth of 5% to 9% per year. Brookfield has increased its payout for 16 straight years, growing it at a 9% compound annual rate.
A big growth wave with more coming down the pipeline Enterprise Products Partners is an exceptional income holding. The master limited partnership (MLP) -- it sends investors a Schedule K-1 Federal tax form -- currently yields 5.6%. The energy midstream company has increased its distribution for 27 consecutive years.
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-0.51
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-0.19
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$
37.09
The MLP is in a strong position to continue growing its high-yielding payout. It has a fortress financial profile. Enterprise Products Partners generates very stable cash flow, primarily backed by long-term, fixed-rate contracts or government-regulated rate structures. The company generated enough cash to cover its distribution by 1.7 times last year, enabling it to retain lots of cash to reinvest in the partnership. It also has the strongest balance sheet in the energy midstream sector.
Enterprise Products Partners completed $6 billion of growth capital projects during the second half of last year, which will meaningfully boost its cash flow in 2026. Meanwhile, the company has another $4.8 billion in expansion projects under construction that should enter commercial service over the next two years, providing it with strong growth visibility.
The model of consistency Realty Income is the epitome of an income stock in my book. The real estate investment trust (REIT) pays a high-yielding monthly dividend (5.3% current yield) that it routinely increases. It has raised its dividend 134 times since its public market listing in 1994, growing it at a 4.2% compound annual rate. The REIT has increased its payout for 31 consecutive years and 114 quarters in a row.
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0.64
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0.40
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$
62.30
The company owns a diversified real estate portfolio secured by long-term, triple-net leases. That lease structure produces very stable cash flow because tenants cover all property operating costs. Meanwhile, the REIT has a conservative dividend payout ratio (75%) and a top-tier balance sheet, giving it lots of flexibility to invest in additional income-generating properties.
Realty Income expects to invest $8 billion in expanding its real estate portfolio this year. It should have no shortage of investment opportunities. It estimates there's a $14 trillion opportunity to invest in net-lease real estate across the U.S. and Europe.
Core income holdings Brookfield Infrastructure, Enterprise Products Partners, and Realty Income have all the features I desire in a dividend stock. They pay well-supported, high-yielding dividends that should continue growing. That's why I wouldn't think twice about doubling my positions right now if I had the available cash.
Matt DiLallo has positions in Brookfield Infrastructure, Brookfield Infrastructure Partners, Enterprise Products Partners, and Realty Income. The Motley Fool has positions in and recommends Realty Income. The Motley Fool recommends Brookfield Infrastructure Partners and Enterprise Products Partners. The Motley Fool has a disclosure policy.
Recent market volatility triggered by the Iran war has created sharp pullbacks in two high-quality dividend growth stocks, making their current valuations and yields among the most attractive in years. Both picks feature highly contracted, recession-resilient cash flows, investment-grade balance sheets, and long track records of consistent dividend growth that meet or beat inflation. We detail the risks and total return prospects for O and BIP.
The 4% rule is quietly failing millions of retirees, and the S&P 500's measly 1% yield is forcing dangerous asset liquidation strategies that could collapse under a single bad decade. I detail my proven 7–8% yielding portfolio engineered to deliver sustainable income that outpaces inflation without relying on selling shares. I also discuss the opportunistic capital recycling strategy that turns market volatility from a retirement threat into a compounding accelerator.
After 3 months in 2026, I heard more noise than quality information. Therefore, I don't intend to make any modifications to my portfolio at this point. Dollarama reported a mixed quarter with revenue up 12%, but EPS was up only 2%. That sent the stock price down and created the temptation to invest a little more in this amazing company. I'm accumulating more dividends in this portfolio, and I'll shortly have another $1,000 to invest! I will likely add more of Broadcom as I'm not yet fully invested at 3% of the portfolio in this security.
Investing involves risk. However, some investments are much lower risk than others. Companies that generate contractually guaranteed revenues, have fortress financial profiles, and boast clearly visible growth profiles are at the lower end of the risk spectrum.
Brookfield Infrastructure (BIPC +0.72%)(BIP +0.03%), NextEra Energy (NEE +0.98%), and Vici Properties (VICI +1.03%) have all those traits. That enables them to pay growing dividends. Their combination of income, financial strength, and growth makes them as close to a sure thing as you'll find in a stock investment.
Image source: Getty Images.
A robust growth outlook Brookfield Infrastructure operates a globally diversified portfolio of utility, midstream, transport, and data infrastructure assets. Most of its businesses operate under highly contracted or regulated frameworks (85% of its funds from operations or FFO) with a very long duration (nine years on average). As a result, it produces very stable cash flow (only 5% is market sensitive), which benefits from inflation (70% indexed to inflation).
The company has a strong financial profile. Brookfield pays out 60% to 70% of its stable cash flow in dividends (a current yield of 4.3%). It also has a healthy balance sheet (BBB+ credit rating). The company's financial flexibility enables it to invest in organic expansion projects and make acquisitions to grow its operations and earnings.
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40.75
Brookfield currently has over $9 billion of organic expansion projects it expects to complete over the next three years, including multiple data centers worldwide and two U.S. semiconductor foundries. Additionally, Brookfield routinely recycles capital by selling mature businesses and reinvesting the proceeds into higher-returning new investments (it secured $1.5 billion of new investments last year). The company's multiple growth drivers should support FFO per share growth of more than 10% annually and dividend growth of 5% to 9% per year. Brookfield has increased its dividend for 16 straight years.
A powerful growth forecast NextEra Energy operates the country's largest electric utility (FPL) and a leading clean energy infrastructure development platform (NextEra Energy Resources). FPL generates stable government-regulated revenues while the energy resources segment produces steady cash flow by selling power to other utilities and large corporations under long-term, fixed-rate power purchase agreements.
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0.83
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85.67
The energy company has a conservative dividend payout ratio and a top-tier balance sheet (Baa/A- credit ratings). That gives it the financial flexibility to invest in growing its operations.
NextEra Energy sees the potential to invest up to $325 billion in capex through 2032, including building new renewable energy capacity, investing in data center hubs, and constructing electricity transmission lines. This investment level should support more than 8% annual adjusted earnings-per-share growth over that time frame. That should enable NextEra to continue increasing its 2.7%-yielding dividend (6% annual growth targets for 2027 and 2028), which it has done for more than 30 years.
A low-risk gamble on a growing income stream Vici Properties is a real estate investment trust (REIT). It invests in experiential real estate, including gaming, hospitality, wellness, entertainment, and leisure destinations. It leases its owned properties back to high-quality operating companies under very long-term triple-net leases (a nearly 40-year weighted-average remaining lease term). Vici Properties also invests in real estate-backed loans. These investments generate very stable income.
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0.29
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28.38
The REIT pays out about 75% of its adjusted FFO in dividends (a current yield of 6.3%), retaining the rest to reinvest in new experiential real estate. It also has a solid investment-grade balance sheet, with its leverage ratio currently at the low end of its target range.
Vici Properties' leases increasingly escalate rents at rates tied to inflation (42% of its leases in 2026, rising to 90% by 2035). As a result, its existing portfolio should generate stable and steadily rising rental income. Meanwhile, Vici Properties routinely invests in new properties, often through existing partnerships. It has the option to acquire several properties from existing partners. These growth drivers should enable Vici to continue increasing its dividend. The REIT has grown its payout at a 6.6% compound annual rate since the end of 2018, triple the pace of other REITs focused on investing in triple-net lease real estate.
Bankable dividend stocks While there's no sure thing in investing, Brookfield Infrastructure, NextEra Energy, and Vici Properties look like safe bets. They should continue growing their earnings and dividends at healthy rates, positioning them to deliver strong total returns over the long run. They're ideal stocks for those seeking investments with a high likelihood of paying off.
Brookfield Corporation (BN) should be the core holding, anchoring exposure to the broader Brookfield ecosystem and serving as a capital growth vehicle. BN's subsidiaries, including BIP/BIPC and BEP/BEPC, provide inflation-protected, income-generating hard asset exposure with differentiated risk and yield profiles. Strategic partnerships with hyperscalers like Google, Microsoft, and Nvidia drive long-term growth for BEP/BEPC and BIP/BIPC, leveraging AI and renewable demand.
Due to tariffs and the Iran war, stagflation fears are growing. I detail 2 dividend stocks that are well-positioned to thrive in a stagflationary environment. These stocks have attractive yields, 10%+ per share CAGR guidance, investment-grade balance sheets, and a proven record of growing payouts through COVID-19 and every rate cycle in between.
On April 29, 2026, Brookfield Infrastructure Corp BIPC shares fell 10.8% today, bringing the current price to $35.49. The stock has experienced a 52-week range between $34.18 and $51.72, indicating significant volatility in recent months.
GF Value™ verdict: Current price of $35.49 vs GF Value of $45.25, representing a 21.6% undervaluation.GF Score™ of 85/100 indicates a strong overall stock performance.Most notable signal: No insider transactions in the last 3 months. Is BIPC Overvalued or Undervalued? Brookfield Infrastructure Corp BIPC currently trades at $35.49, which is significantly below the GF Value™ estimate of $45.25. This suggests that the stock is undervalued by approximately 21.6%. The GF Valuation label indicates that the stock is modestly undervalued, presenting an opportunity for potential investors. GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates.
While the undervaluation suggests a potential opportunity, it is crucial to consider the underlying risks associated with the company's financial strength, which is rated at 3/10. This low rating may indicate that the company could be facing challenges that could affect its stock performance in the future. Therefore, while the current price may present an attractive entry point, investors should proceed with caution and conduct thorough due diligence.
How Does BIPC's Valuation Compare to Its History? MetricCurrentHistorical P/E (TTM)3.4x11.4x The current P/E ratio of 3.4x is significantly below the 5-year median P/E of 11.4x, indicating that the stock is trading at a much lower valuation compared to its historical performance. This aligns with the GF Value™ verdict that suggests the stock is undervalued. The substantial difference in P/E ratios highlights the potential for recovery and price appreciation if the company can stabilize its financial performance.
What Does BIPC's GF Score™ Tell Us? MetricRating GF Score™85 Financial Strength3/10 Profitability7/10 Growth9/10 Valuation8/10 Momentum7/10 The GF Score™ of 85/100 reflects a strong overall performance, particularly in the areas of Growth (9/10) and Valuation (8/10). These scores suggest that the company has significant growth potential and is currently undervalued. However, the Financial Strength score of 3/10 indicates potential concerns regarding the company's financial stability. This disparity highlights the need for investors to weigh the growth potential against the risks associated with financial strength.
What Are Insiders Doing with BIPC Stock? There have been no insider transactions in the last three months for Brookfield Infrastructure Corp BIPC . This lack of activity may suggest that insiders are currently not making significant moves regarding the stock, which could imply a level of uncertainty about the company's short-term outlook. Typically, insider buying can be a positive signal, while selling could raise concerns; however, the absence of transactions leaves the current sentiment ambiguous.
What This Means for Investors Based on the GF Value™ analysis, Brookfield Infrastructure Corp BIPC is currently undervalued. The share price of $35.49 is significantly below the estimated fair value of $45.25, indicating a potential investment opportunity. However, investors should consider the company's low financial strength rating and lack of insider transactions, which may pose risks to future performance.
For the complete analysis, visit the Brookfield Infrastructure Corp BIPC stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is BIPC's GF Score™?
BIPC's GF Score™ is 85/100, indicating a strong overall stock performance based on various factors.
Is BIPC overvalued or undervalued?
BIPC is currently undervalued with a GF Value™ estimate of $45.25 compared to its current price of $35.49.
What is BIPC's P/E ratio?
BIPC's P/E ratio is 3.4x, which is significantly lower than its 5-year median P/E of 11.4x, indicating a lower historical valuation.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Investing in dividend stocks is one of the simplest ways to generate passive income. Many companies pay dividends, with several offering attractive yields. However, not every high-yielding dividend stock will provide a sustainable passive income stream.
Here are three high-yielding dividend stocks ideal for those looking to start generating passive income. They have an excellent record of paying a growing dividend, which should continue.
Image source: Getty Images.
Brookfield Infrastructure Brookfield Infrastructure (BIPC +0.72%)(BIP +0.03%) operates a globally diversified portfolio of critical infrastructure assets. It focuses on owning assets in the utilities, transport, midstream, and data sectors secured by long-term contracts and government-regulated rate structures. Those frameworks provide it with stable, durable cash flows.
The infrastructure company currently yields over 4%, several times higher than the S&P 500's 1.1% dividend yield. Brookfield Infrastructure has increased its dividend in each of its 17 years as a public company, growing the payout at a 9% compound annual rate. The company aims to increase its dividend at a 5% to 9% annual rate over the long term.
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48.16
It's in a strong position to achieve that goal. Brookfield Infrastructure estimates that its organic growth drivers, which include inflation-indexed rate increases, volume growth as the global economy expands, and expansion projects, will deliver 6% to 9% annual growth in funds from operations (FFO) per share. Meanwhile, acquisitions should push its long-term FFO growth rate above 10% annualized.
Realty Income Realty Income (O +0.64%) is one of the world's largest real estate investment trusts (REITs). The company owns a diversified portfolio of more than 15,500 retail, industrial, gaming, and other properties across the U.S. and Europe. It invests in properties secured by long-term net leases with many of the world's leading companies. Those leases supply it with very stable rental income.
The REIT pays a monthly dividend that currently yields more than 5%. Realty Income has increased its dividend 134 times since its public market listing in 1994, growing it at a 4.2% compound annual rate. It has raised its payment for 114 consecutive quarters and 31 straight years.
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62.30
Realty Income is in a strong position to continue increasing its dividend. It has a conservative dividend payout ratio, fortress balance sheet, and a growing list of strategic partners, giving it ample financial capacity to continue expanding its portfolio. Meanwhile, the REIT sees a $14 trillion total addressable market, giving it a very long growth runway.
Verizon Verizon (VZ +2.59%) is a leading mobile and broadband provider. The company generates recurring revenue by delivering these vital services to customers.
The telecom giant currently offers a dividend yielding nearly 6%. Verizon has raised its payment for 19 consecutive years.
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48.16
Verizon's dividend costs it about $11.6 billion annually. It generates plenty of cash to cover that payout. The telecom giant is on track to produce at least $21.5 billion in free cash flow this year, after funding capital expenditures of up to $16.5 billion to maintain and expand its networks. That's a 7% increase from last year. Verizon uses its surplus cash to maintain its balance sheet strength and repurchase shares (at least $3 billion planned for 2026). The company's growing free cash flow should support continued dividend increases.
Core income holdings Brookfield Infrastructure, Realty Income, and Verizon are ideal dividend stocks to buy for passive income. They generate very stable cash flow to support their high-yielding dividends and continued growth. Their combination of stable cash flows, higher-yielding dividends, growth track records, and financial strength makes them some of the first dividend stocks to buy if you're seeking to start generating some passive income.
Matt DiLallo has positions in Brookfield Infrastructure, Brookfield Infrastructure Partners, Realty Income, and Verizon Communications. The Motley Fool has positions in and recommends Realty Income. The Motley Fool recommends Brookfield Infrastructure Partners and Verizon Communications. The Motley Fool has a disclosure policy.
