- Brookfield Infrastructure: Finally, This Forever Asset Is On Sale
May 14, 2026 · seekingalpha.com
Brookfield Infrastructure Corporation shares are undervalued versus BIP due to concerns over a potential share structure consolidation. BIPC trades at just 11x 2026E FFO with projected 10% annual FFO growth and a 4.6% forward dividend yield, offering a compelling risk/reward. The dual share structure's future is uncertain, but BIPC's tax-advantaged dividends and discounted valuation create a unique buying opportunity.
- Is It Too Late to Buy Brookfield Infrastructure Partners LP (BIP) After 3.5% Rally? GF Value Says Undervalued
May 12, 2026 · gurufocus.com
On May 12, 2026, Brookfield Infrastructure Partners LP (BIP) shares rose 3.5% today, bringing the current price to $38.07. Over the past year, the stock has exp
- Assessing Brookfield Infrastructure Partners (NYSE:BIP) Valuation After Q1 2026 FFO Growth And Net Loss Drivers
May 12, 2026
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Brookfield Infrastructure Partners (NYSE:BIP) recently reported Q1 2026 results that combined higher sales and double digit funds from operations growth with a net loss influenced by unrealized hedge impacts, interest costs, and mark to market movements.
See our latest analysis for Brookfield Infrastructure Partners.
At a share price of $38.07, Brookfield Infrastructure Partners has a 7 day share price return of 4.93% and a year to date share price return of 10.99%. The 1 year total shareholder return of 23.77% points to momentum building over a longer horizon, despite a softer 90 day share price return.
If Q1 results and the focus on data and midstream assets have caught your attention, this could be a good moment to broaden your watchlist with 37 power grid technology and infrastructure stocks
With a year-to-date gain in double digits, a 1-year total return of 23.77% and an indicated discount to analyst targets and intrinsic value, you have to ask: is Brookfield Infrastructure Partners still offering a buying opportunity, or is the market already pricing in future growth?
Most Popular Narrative: 12.6% Undervalued
With Brookfield Infrastructure Partners last closing at $38.07 and the most followed fair value estimate sitting at $43.55, the current setup revolves around whether that valuation gap can be justified by the cash flow profile and discount rate behind the narrative.
The acceleration of global decarbonization and grid modernization (including ramp-up in LNG exports and integration of renewables) is boosting demand for midstream, utility, and energy transition infrastructure, directly benefiting BIP's diverse asset base and supporting strong organic growth, particularly in Canadian midstream and North American storage; this supports higher contract durations, utilization, and margin resilience.
Read the complete narrative.
Want to see what powers that higher fair value? The narrative leans on earnings growth, changing margins and a future earnings multiple that needs careful scrutiny.
Result: Fair Value of $43.55 (UNDERVALUED)
Have a read of the narrative in full and understand what's behind the forecasts.
However, this depends on disciplined deal making and funding, as heavier acquisition activity and higher leverage could pressure returns if refinancing or regulatory conditions become less favorable.
Find out about the key risks to this Brookfield Infrastructure Partners narrative.
Story Continues
Another Check Using Earnings Multiples
The SWS DCF model suggests BIP is trading at a very large discount to an estimated future cash flow value of $182.35, while the current P/E of 57.3x screens as expensive versus the Integrated Utilities industry at 18.7x and a fair ratio of 47x. Is this a margin of safety or a valuation trap?
To pressure test those earnings based signals against market pricing, it helps to see what the numbers say in detail. Start with our valuation breakdown via See what the numbers say about this price — find out in our valuation breakdown.NYSE:BIP P/E Ratio as at May 2026
Next Steps
Curious whether the optimism around returns outweighs the risks flagged in recent results and valuation checks? Move quickly, review the underlying data, and put Brookfield Infrastructure Partners in context for your own portfolio using our breakdown of 3 key rewards and 2 important warning signs.
Looking for more investment ideas?
If BIP is on your radar, do not stop there. Broaden your opportunity set with a few focused stock ideas that match different goals and risk levels.
Target potential mispricing by scanning companies that screen as high quality yet potentially overlooked using the 45 high quality undervalued stocks. Strengthen your income stream by reviewing stocks that feature resilient payouts through the 13 dividend fortresses. Dial down risk by checking companies that prioritise balance sheet resilience and consistent fundamentals with the 69 resilient stocks with low risk scores.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include BIP.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- Brookfield Infrastructure (BIP) Takes A Short-Term Hit As Strategic Expansion Continues
May 12, 2026
With an upside potential of 17.45%, Brookfield Infrastructure Partners L.P. (NYSE:BIP) is among the Best Transport Infrastructure Stocks to Buy for 2026.
On April 29, Brookfield Infrastructure Partners L.P. (NYSE:BIP) reported a Q1 net loss of $61 million compared to net income of $125 million in the prior year. The company noted that while strong operational growth was achieved, results were impacted by one-time unrealized hedge losses in its midstream segment, driven by elevated commodity prices. CEO Sam Pollock emphasized that the business delivered solid underlying performance while advancing strategic initiatives, with partnerships alongside high-quality counterparties increasingly contributing to growth and reinforcing Brookfield’s positioning as a preferred partner for large-scale infrastructure investments.
On March 23, Morgan Stanley analyst Robert Kad upgraded Brookfield Infrastructure Partners L.P. (NYSE:BIP) to Overweight from Equal Weight, maintaining a price target of $45. The analyst highlighted that the current valuation does not fully reflect the company’s accelerating growth profile, particularly its expanding role as a data center developer, and sees approximately 28% one-year total return potential for the units.
Brookfield Infrastructure Partners L.P. (NYSE:BIP), founded in 2007 (listed in 2008) and headquartered in Hamilton, Bermuda, is a leading global owner and operator of high-quality, long-life infrastructure assets across utilities, transport, midstream, and data sectors. The company generates stable, inflation-linked cash flows through a diversified portfolio that includes over 4,000 kilometers of toll roads, port terminals, and freight rail networks in regions such as Australia and Brazil, playing a critical role in global trade and transportation. With a dual structure offering both partnership and corporate shares, Brookfield continues to expand by acquiring essential infrastructure assets characterized by high barriers to entry.
Despite short-term earnings volatility driven by non-cash hedge impacts, Brookfield’s underlying operational strength and strategic partnerships continue to support a robust growth trajectory. Coupled with strong analyst conviction and expanding exposure to high-growth sectors such as data infrastructure, the company is well-positioned to deliver attractive long-term returns.
While we acknowledge the potential of BIP as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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READ NEXT: 7 Best Machine Learning Stocks to Buy According to Short Sellers and 10 Under-the-Radar Stocks That Are On Fire Right Now.
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- Brookfield Corporation Looks More Like Berkshire Hathaway Every Year. Is It Time to Buy?
May 9, 2026
Key Points
Brookfield's strategy to build out its insurance capabilities over the past few years has made it even more like Berkshire Hathaway. The company expects to deliver robust growth over the next five years. It trades well below its intrinsic value. 10 stocks we like better than Brookfield Corporation ›
Brookfield Corporation (NYSE: BN) has long been one of my favorite companies. The global investment firm has an exceptional record of creating value for investors. Over the last 30 years, Brookfield has delivered an annualized total return of 19%. That has outpaced the S&P 500 and Berkshire Hathaway (NYSE: BRKA)(NYSE: BRKB), which have both delivered roughly 11% annualized returns.
I think Brookfield looks more like Berkshire Hathaway every year. Here's what drives that view and whether now is the time to buy the financial stock.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Image source: Getty Images.
Taking a page out of Berkshire's playbook
Brookfield has built a global investment firm around three platforms:
Alternative investment management: Brookfield has a 73% interest in one of the world's leading alternative asset management firms, Brookfield Asset Management. Wealth solutions: The company has built an insurance-focused wealth solutions platform from the ground up over the past several years. Operating businesses: Brookfield has a portfolio of operating businesses built around infrastructure (Brookfield Infrastructure), energy (Brookfield Renewable), private equity (Brookfield Business), and real estate (Brookfield Property).
Brookfield's portfolio of operating companies reminds me a lot of Berkshire Hathaway. Like Berkshire, it invests in energy, railroads, and manufacturing and industrial assets. Brookfield has also started investing in insurance companies in recent years (largely focused on annuities). The company uses the earnings these businesses generate (and the insurance float) to invest capital in growing shareholder value. However, while Berkshire primarily invests its capital in new operating businesses and publicly traded stocks (e.g., Coca-Cola and Apple), Brookfield predominantly invests in its private funds and commercial real estate.
A compounding machine on steroids
Brookfield Corporation has grown its distributable earnings from $2.7 billion in 2021 to $5.3 billion last year, a robust 22% compound annual growth rate over the last five years. The biggest driver has been the addition of its wealth solutions platform, which has been a significant growth catalyst over the last three years.
The company believes the next five years could be even better. A major catalyst is its strategic focus on AI infrastructure investment. The company sees a once-in-a-generation opportunity to invest in building the backbone infrastructure to support AI. One way it's doing that is by investing in AI factories (specialized AI data centers). Brookfield is a cornerstone investor in the Brookfield Artificial Intelligence Infrastructure Fund (managed by Brookfield Asset Management), which aims to invest up to $100 billion in AI infrastructure assets. Additionally, many of Brookfield's operating businesses are investing in supporting the digitalization trend (Brookfield Infrastructure is investing in semiconductors and data centers, while Brookfield Renewable is investing in expanding power generation capacity).
In addition to AI infrastructure, Brookfield sees significant growth potential from individual investors increasing their allocations to alternative investments and from the global real estate recovery. These and other catalysts drive the company's expectation of delivering 25% compound annual earnings-per-share growth over the next five years. Brookfield expects its strategy to grow the company's value to $140 a share by 2030, up from its current estimated value of $68 (and well above the recent $50 share price).
Brookfield is a buy
Brookfield expects to deliver robust earnings growth over the next several years as it capitalizes on the AI infrastructure megatrend. With its shares currently trading below its estimated intrinsic value, Brookfield looks like a screaming buy. I fully expect it to continue outperforming Berkshire in the future.
Should you buy stock in Brookfield Corporation right now?
Before you buy stock in Brookfield Corporation, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Brookfield Corporation wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $471,827!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,319,291!*
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*Stock Advisor returns as of May 9, 2026.
Matt DiLallo has positions in Apple, Berkshire Hathaway, Brookfield Asset Management, Brookfield Corporation, Brookfield Infrastructure, Brookfield Infrastructure Partners, Brookfield Renewable, Brookfield Renewable Partners, and Coca-Cola and has the following options: short July 2026 $40 puts on Brookfield Corporation and short May 2026 $280 calls on Apple. The Motley Fool has positions in and recommends Apple, Berkshire Hathaway, Brookfield Asset Management, and Brookfield Corporation. The Motley Fool recommends Brookfield Infrastructure Partners, Brookfield Renewable, and Brookfield Renewable Partners. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
- Brookfield Infrastructure Partners L.P. (BIP) Announces Financial Results for Q1 2026
May 7, 2026
Brookfield Infrastructure Partners L.P. (NYSE:BIP) is one of the best strong buy growth stocks to buy right now. Brookfield Infrastructure Partners L.P. (NYSE:BIP) announced financial results for fiscal Q1 2026 on April 29, reporting that it generated funds from operations (FFO) per unit of $0.90, up 10% compared to the prior year. Management attributed this growth to strong base business results, with FFO from its data and midstream segments in particular growing 46% and 12%, respectively, compared to fiscal Q1 2025. It further stated that the results in its utilities and transport segments were also “notable”, showing resilient underlying performance.Is Brookfield Infrastructure Partners L.P. (BIP) the High Growth International Stock to Invest in Now?
Brookfield Infrastructure Partners L.P. (NYSE:BIP) also executed on several strategic and capital allocation priorities during the quarter, including securing approximately $400 million of new investment opportunities. This includes the launch of a new equipment leasing platform with an original equipment manufacturer (OEM) and an additional project under its partnership with Bloom Energy. The company also reported that it has made “meaningful progress” across its 2026 capital recycling goal, with proceeds secured of $1 billion to date.
Brookfield Infrastructure Partners L.P. (NYSE:BIP) is an infrastructure company that manages a diversified portfolio of infrastructure assets that will generate sustainable and growing distributions over the long-term for unit holders. The company operates through the Utilities, Transport, Midstream, and Data segments.
While we acknowledge the potential of BIP as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow.
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- Are Options Traders Betting on a Big Move in Brookfield Infrastructure Stock?
May 6, 2026
Investors in Brookfield Infrastructure Corporation BIPC to pay close attention to the stock based on moves in the options market lately. That is because the July 17, 2026 $30 Call had some of the highest implied volatility of all equity options today.
What is Implied Volatility?
Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell-off. However, implied volatility is only one piece of the puzzle when putting together an options trading strategy.
What do the Analysts Think?
Clearly, options traders are pricing in a big move for Brookfield Infrastructure shares, but what is the fundamental picture for the company? Currently, Brookfield Infrastructure is a Zacks Rank #4 (Sell) in the Utility - Gas Distribution industry that ranks in the Bottom 37% of our Zacks Industry Rank. Over the last 60 days, no analyst has increased the earnings estimates for the current quarter, while one have dropped their estimates. The net effect has taken our Zacks Consensus Estimate for the current quarter from $2.70 per share to loss of two cents in that period.
Given the way analysts feel about Brookfield Infrastructure right now, this huge implied volatility could mean there’s a trade developing. Oftentimes, options traders look for options with high levels of implied volatility to sell premium. This is a strategy many seasoned traders use because it captures decay. At expiration, the hope for these traders is that the underlying stock does not move as much as originally expected.
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- Reddit Upgraded, Spotify Downgraded: Updated Rankings on Top Blue-Chip Stocks
May 4, 2026
During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to start. After taking a close look at the latest data on institutional buying pressure and each company’s fundamental health, I decided to revise my Stock Grader recommendations for 123 big blue chips. Chances are that you have at least one of these stocks in your portfolio, so you may want to give this list a skim and act accordingly.
This Week’s Ratings Changes:
Upgraded: Strong to Very Strong
Symbol Company Name Quantitative Grade Fundamental Grade Total Grade AM Antero Midstream Corp. A C A DAR Darling Ingredients Inc A B A ET Energy Transfer LP A C A ETR Entergy Corporation A C A FTAI FTAI Aviation Ltd. A C A GOOGL Alphabet Inc. Class A A B A IMO Imperial Oil Limited A C A PAA Plains All American Pipeline, L.P. A C A POWL Powell Industries, Inc. A B A RIO Rio Tinto plc Sponsored ADR A C A SANM Sanmina Corporation A B A TEVA Teva Pharmaceutical Industries Limited Sponsored ADR A B A TTE TotalEnergies SE A B A VTR Ventas, Inc. A C A
Downgraded: Very Strong to Strong
Symbol Company Name Quantitative Grade Fundamental Grade Total Grade AEM Agnico Eagle Mines Limited A B B APG APi Group Corporation A C B ATI ATI Inc. A B B AU Anglogold Ashanti PLC A C B EQT EQT Corporation B B B KLAC KLA Corporation A C B RGC Regencell Bioscience Holdings Ltd. A C B VIV Telefonica Brasil SA Sponsored ADR A B B WPM Wheaton Precious Metals Corp B B B
Upgraded: Neutral to Strong
Symbol Company Name Quantitative Grade Fundamental Grade Total Grade BEN Franklin Resources, Inc. B B B DDOG Datadog, Inc. Class A B C B FMX Fomento Economico Mexicano SAB de CV Sponsored ADR Class B B B B GD General Dynamics Corporation B C B ILMN Illumina, Inc. B C B LIN Linde plc B C B LLY Eli Lilly and Company C B B LMT Lockheed Martin Corporation B C B NTRA Natera, Inc. B C B O Realty Income Corporation B C B PKX POSCO Holdings Inc. Sponsored ADR B C B RDDT Reddit, Inc. Class A C B B ROKU Roku, Inc. Class A B B B TFII TFI International Inc. B C B TXT Textron Inc. B C B
Downgraded: Strong to Neutral
Symbol Company Name Quantitative Grade Fundamental Grade Total Grade AWK American Water Works Company, Inc. B D C BALL Ball Corporation C C C BCH Banco de Chile Sponsored ADR B C C BIP Brookfield Infrastructure Partners L.P. B D C BSBR Banco Santander (Brasil) S.A. Sponsored ADR C B C CEG Constellation Energy Corporation B D C CHT Chunghwa Telecom Co., Ltd Sponsored ADR C C C CINF Cincinnati Financial Corporation C B C CVNA Carvana Co. Class A C B C DLR Digital Realty Trust, Inc. C B C DLTR Dollar Tree, Inc. C B C DOV Dover Corporation C C C EXC Exelon Corporation B C C FUTU Futu Holdings Ltd. Sponsored ADR Class A C B C HLT Hilton Worldwide Holdings Inc. B C C IHG InterContinental Hotels Group PLC Sponsored ADR C C C KNX Knight-Swift Transportation Holdings Inc. Class A B D C MAR Marriott International, Inc. Class A B D C ONTO Onto Innovation, Inc. B D C REGN Regeneron Pharmaceuticals, Inc. C C C RGLD Royal Gold, Inc. B C C SPG Simon Property Group, Inc. C B C TRV Travelers Companies, Inc. C B C WM Waste Management, Inc. C C C
Upgraded: Weak to Neutral
Symbol Company Name Quantitative Grade Fundamental Grade Total Grade AFRM Affirm Holdings, Inc. Class A D B C AXP American Express Company D C C BLK BlackRock, Inc. D C C CNC Centene Corporation C B C EG Everest Group, Ltd. D C C F Ford Motor Company D B C IEX IDEX Corporation C C C MDLZ Mondelez International, Inc. Class A D C C OMC Omnicom Group Inc C C C PAG Penske Automotive Group, Inc. C C C PSA Public Storage D C C PSKY Paramount Skydance Corporation Class B C D C PSO Pearson PLC Sponsored ADR D C C QCOM QUALCOMM Incorporated C B C RCL Royal Caribbean Group D C C SBUX Starbucks Corporation C B C TROW T. Rowe Price Group, Inc. C C C UL Unilever PLC Sponsored ADR D C C UNH UnitedHealth Group Incorporated C C C UNM Unum Group D C C XYZ Block, Inc. Class A C C C
Downgraded: Neutral to Weak
Symbol Company Name Quantitative Grade Fundamental Grade Total Grade ALLE Allegion Public Limited Company D C D APTV Aptiv PLC D C D DB Deutsche Bank Aktiengesellschaft D C D DHI D.R. Horton, Inc. D C D ECL Ecolab Inc. D C D FTV Fortive Corp. D C D HBAN Huntington Bancshares Incorporated D C D HLN Haleon PLC Sponsored ADR D C D HOOD Robinhood Markets, Inc. Class A D C D ICE Intercontinental Exchange, Inc. D B D MSCI MSCI Inc. Class A D C D PFGC Performance Food Group Co D C D PHG Koninklijke Philips N.V. Sponsored ADR D B D PHM PulteGroup, Inc. D D D SPOT Spotify Technology SA F B D SUI Sun Communities, Inc. D D D VRTX Vertex Pharmaceuticals Incorporated D C D WY Weyerhaeuser Company D B D
Upgraded: Very Weak to Weak
Symbol Company Name Quantitative Grade Fundamental Grade Total Grade AVB AvalonBay Communities, Inc. F C D CRBG Corebridge Financial, Inc. F C D CSGP CoStar Group, Inc. F B D DEO Diageo plc Sponsored ADR F C D FICO Fair Isaac Corporation F C D KHC Kraft Heinz Company F D D PAYX Paychex, Inc. F C D TEAM Atlassian Corp Class A F B D
Downgraded: Weak to Very Weak
Symbol Company Name Quantitative Grade Fundamental Grade Total Grade BR Broadridge Financial Solutions, Inc. F C F CDW CDW Corporation F C F CHKP Check Point Software Technologies Ltd. F C F CTSH Cognizant Technology Solutions Corporation Class A F C F EQR Equity Residential F D F GDDY GoDaddy, Inc. Class A F C F GPN Global Payments Inc. F D F HD Home Depot, Inc. F C F MKL Markel Group Inc. F D F NOW ServiceNow, Inc. F C F NVR NVR, Inc. F D F PGR Progressive Corporation F C F SYK Stryker Corporation F C F UBER Uber Technologies, Inc. F C F
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The post Reddit Upgraded, Spotify Downgraded: Updated Rankings on Top Blue-Chip Stocks appeared first on InvestorPlace.
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- Brookfield Infrastructure's Paradox Quarter: Net Loss And Record FFO
May 4, 2026 · benzinga.com
BLUF: The accounting loss is visible. The cash-flow buffer is not.
- This Nearly 5%-Yielding Dividend Stock's Growth Accelerates as Its AI Infrastructure Investments Pay Off
May 3, 2026
Brookfield Infrastructure's (NYSE: BIPC)(NYSE: BIP) earnings increased by 10% in the first quarter, a meaningful acceleration from the 6% growth it delivered last year. A major catalyst was its investments to support the build-out of AI infrastructure.
Here's a closer look at the company's strong quarter and robust growth profile, both of which support Brookfield's ability to continue increasing its high-yielding dividend (currently 4.9%).
Will AI create the world's first trillionaire? Our team just released a report on a little-known company, called an "Indispensable Monopoly," providing the critical technology Nvidia and Intel both need.
Continue »Image source: Getty Images.
A strong start to the year
Brookfield Infrastructure generated $709 million, or $0.90 per share, of funds from operations (FFO) in the first quarter, a 10% increase from last year. The global infrastructure operator benefited from solid organic growth, which came in at the high end of its 6% to 9% target range, driven by higher inflation-linked revenues, strong utilization in its midstream segment, and the commissioning of over $1.7 billion in growth capital projects. Brookfield also benefited from completing $1.4 billion of new investments over the past year. Those growth drivers more than offset the impact of $3.6 billion of asset sales used to fund its growth initiatives.
Brookfield's data infrastructure segment provided the biggest boost, growing its FFO by 46% to $149 million. It benefited from the acquisition of its U.S. bulk fiber network, organic growth in its data storage business, and the commissioning of over 200 megawatts of new data centers in the past year. Brookfield's energy midstream segment also delivered strong results, growing its FFO by 12% to $190 million. It benefited from strong utilization and customer activity across its portfolio, as well as from the acquisition of a U.S. refined pipeline system, which fully offset the lost contribution from the sale of its U.S. gas pipeline system last year.
Adding more growth drivers
Brookfield continued to execute its growth strategy in the quarter. Forming strategic capital partnerships is an increasingly important aspect of its strategy. During the quarter, it established a new framework with a leading global investment-grade original equipment manufacturer (OEM) to launch an exclusive leasing platform for large, mission-critical industrial equipment. The company expects to deploy up to $375 million by providing long-term leasing solutions, initially for equipment in data centers.
Story Continues
That deal follows a strategic partnership with Bloom Energy to invest up to $5 billion in installing up to 1 gigawatt of behind-the-meter power solutions at data centers. Brookfield secured another $430 million of projects during the quarter, bringing the total commitment to $1.6 billion. Brookfield will invest about $60 million of this capital. Due to strong demand, Brookfield sees potential to expand the platform in the coming months.
Meanwhile, the company remains on track to close its acquisition of Clarus, a leading gas infrastructure utility in New Zealand ($70 million net investment). The company is also continuing to sell mature assets to fund its continue growth, securing nearly $1 billion of asset sales this year. The company's capital recycling strategy continues to drive faster earnings growth.
High-powered total return potential
Brookfield Infrastructure's growth rate has reaccelerated, driven by its investments in AI infrastructure. The company's strategic partnerships to support that build-out should continue driving robust growth in the coming years, giving Brookfield plenty of fuel to continue increasing its high-yielding dividend. That income-and-growth combination positions it to deliver robust total returns, making it a great way to play the AI infrastructure boom.
Should you buy stock in Brookfield Infrastructure right now?
Before you buy stock in Brookfield Infrastructure, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Brookfield Infrastructure wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $496,473!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,216,605!*
Now, it’s worth noting Stock Advisor’s total average return is 968% — a market-crushing outperformance compared to 202% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
See the 10 stocks »
*Stock Advisor returns as of May 3, 2026.
Matt DiLallo has positions in Brookfield Infrastructure and Brookfield Infrastructure Partners. The Motley Fool has positions in and recommends Bloom Energy. The Motley Fool recommends Brookfield Infrastructure Partners. The Motley Fool has a disclosure policy.
This Nearly 5%-Yielding Dividend Stock's Growth Accelerates as Its AI Infrastructure Investments Pay Off was originally published by The Motley Fool
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