National Bank Financial Forecasts BIP FY2026 Earnings

Brookfield Infrastructure Partners L.P. (NYSE:BIP) (TSE:BIP.UN) – Research analysts at National Bank Financial lifted their FY2026 earnings estimates for Brookfield Infrastructure Partners in a note issued to investors on Thursday, January 30th. National Bank Financial analyst P. Kenny now expects that the utilities provider will post earnings per share of $3.72 for the year, up from their previous estimate of $3.70. The consensus estimate for Brookfield Infrastructure Partners’ current full-year earnings is $3.45 per share.

Brookfield Infrastructure Partners (NYSE:BIP) (TSE:BIP.UN) last posted its earnings results on Thursday, January 30th. The utilities provider reported $0.82 earnings per share for the quarter, beating the consensus estimate of $0.24 by $0.58. Brookfield Infrastructure Partners had a net margin of 1.64% and a return on equity of 1.17%.

A number of other research firms have also recently commented on BIP. StockNews.com raised shares of Brookfield Infrastructure Partners from a “sell” rating to a “hold” rating in a research note on Saturday. TD Securities lifted their price objective on shares of Brookfield Infrastructure Partners from $50.00 to $53.00 and gave the company a “buy” rating in a report on Monday. Royal Bank of Canada reiterated an “outperform” rating and set a $40.00 price objective on shares of Brookfield Infrastructure Partners in a report on Friday, January 31st. Finally, Raymond James lifted their price objective on shares of Brookfield Infrastructure Partners from $44.00 to $46.00 and gave the company a “strong-buy” rating in a report on Thursday, January 30th. One analyst has rated the stock with a hold rating, four have assigned a buy rating and two have assigned a strong buy rating to the company’s stock. Based on data from MarketBeat.com, Brookfield Infrastructure Partners has a consensus rating of “Buy” and an average price target of $42.80.

Brookfield Infrastructure Partners Stock Performance

Shares of NYSE:BIP opened at $32.70 on Monday. Brookfield Infrastructure Partners has a 52 week low of $24.84 and a 52 week high of $36.50. The stock has a market capitalization of $15.18 billion, a P/E ratio of 817.75 and a beta of 1.08. The firm has a fifty day simple moving average of $32.68 and a two-hundred day simple moving average of $33.00. The company has a quick ratio of 0.72, a current ratio of 0.08 and a debt-to-equity ratio of 1.72.

Institutional Investors Weigh In On Brookfield Infrastructure Partners

Several large investors have recently modified their holdings of BIP. Envestnet Asset Management Inc. raised its holdings in shares of Brookfield Infrastructure Partners by 2.2% in the 2nd quarter. Envestnet Asset Management Inc. now owns 73,734 shares of the utilities provider’s stock valued at $2,023,000 after purchasing an additional 1,612 shares in the last quarter. Creative Planning grew its position in shares of Brookfield Infrastructure Partners by 9.9% in the 2nd quarter. Creative Planning now owns 67,056 shares of the utilities provider’s stock worth $1,840,000 after buying an additional 6,024 shares during the last quarter. Cetera Investment Advisers grew its position in shares of Brookfield Infrastructure Partners by 16.0% in the 2nd quarter. Cetera Investment Advisers now owns 37,032 shares of the utilities provider’s stock worth $1,016,000 after buying an additional 5,108 shares during the last quarter. Value Partners Investments Inc. purchased a new position in shares of Brookfield Infrastructure Partners in the 3rd quarter worth approximately $596,000. Finally, Inspire Investing LLC purchased a new position in shares of Brookfield Infrastructure Partners in the 3rd quarter worth approximately $894,000. Institutional investors own 57.92% of the company’s stock.

Brookfield Infrastructure Partners Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 31st. Stockholders of record on Friday, February 28th will be issued a $0.43 dividend. The ex-dividend date is Friday, February 28th. This represents a $1.72 annualized dividend and a dividend yield of 5.26%. This is a positive change from Brookfield Infrastructure Partners’s previous quarterly dividend of $0.41. Brookfield Infrastructure Partners’s payout ratio is currently 4,051.01%.

About Brookfield Infrastructure Partners

Brookfield Infrastructure Partners L.P. owns and operates utilities, transport, midstream, and data businesses in North and South America, Europe, and the Asia Pacific. The company's Utilities segment operates approximately 2,900 km of electricity transmission lines; 4,200 km of natural gas pipelines; 8.1 million electricity and natural gas connections; and 0.6 million long-term contracted sub-metering services.