Brookfield Infrastructure Partners
Owns essential global infrastructure and recycles mature assets into new investments.
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Profile
Owns and operates utilities, transport, midstream, and data infrastructure across the Americas, Asia-Pacific, and Europe. Regulated or contracted revenues support a model of acquiring long-life assets, improving operations, investing for growth, and recycling mature holdings into new opportunities.
Owns and operates essential infrastructure across utilities, transport, midstream, and data, with assets spanning the Americas, Asia-Pacific, and Europe. Regulated or contracted revenues underpin much of the portfolio.
Acquires long-life assets through Brookfield's global platform, invests operating and growth capital, and sells mature or de-risked holdings to fund new opportunities. This acquisition-and-capital-recycling model has expanded the portfolio from transmission and timberlands into rail, toll roads, gas systems, data centers, telecom networks, semiconductor manufacturing, containers, and railcar leasing.
Operates through a Bermuda limited partnership alongside BIPC, a Canadian corporation designed to provide substantially equivalent economic exposure. Results depend on regulated and contracted frameworks, shared sourcing and services from Brookfield, consortium structures, and continued access to asset-sale and capital-market funding.
Company facts
Key statistics
Year to date +11.0% · Average volume (30d) 975.7K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 12, 2026 | Morgan Stanley | Reiterate | Overweight | $48 | $50 | |
| Jul 31, 2026 | CIBC | Reiterate | Outperform | $45 | $47 | |
| Jul 21, 2026 | Morgan Stanley | Reiterate | Overweight | $45 | $48 | |
| May 26, 2026 | CIBC | Reiterate | Outperform | $45 | ||
| Mar 23, 2026 | Morgan Stanley | Upgrade | Equal Weight | Overweight |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 30, 2026Q2 FY26 | $0.16 | −$0.07 | −142.9% | $2.23B | $6.48B | +191.1% | −0.54% |
| Apr 29, 2026Q1 FY26 | $0.28 | −$0.20 | −171.8% | $2.13B | $6.30B | +195.2% | +2.96% |
| Jan 29, 2026Q4 FY25 | $0.87 | $0.45 | −48.3% | $2.11B | $6.30B | +199.3% | −0.55% |
| Nov 7, 2025 | $0.26 | $0.44 | +66.9% | $1.98B | $5.98B | +201.9% | +1.59% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $5.39B | $5.43B | $5.98B | $6.30B | $6.30B | $6.48B | |
| Gross profit | $1.43B | $1.43B | $1.56B | $1.80B | $1.70B | $1.59B | |
| Operating income | $1.33B | $1.33B | $1.45B | $1.69B | $1.59B | $1.48B | |
| Net income | $26.0M | $74.0M | $210.0M | $219.0M | −$86.0M | $62.0M | |
| Diluted EPS | $0.04 | −$0.01 | $0.43 | $0.53 | −$0.19 | −$0.05 | |
| Gross margin | 26.5% | 26.4% | 26.1% | 28.6% | 26.9% | 24.5% | |
| Operating margin | 24.7% | 24.4% | 24.3% | 26.8% | 25.2% | 22.8% |
Fiscal years (4-quarter sums)FY21 $11.54B · FY22 $14.43B · FY23 $17.93B · FY24 $21.04B · FY25 $23.10B
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $3.51B · Total debt $66.79B · Total assets $121.95B · Shareholders' equity $5.14B
Dividends
Raised for 17 straight years — most recently to $0.455 from $0.43 in Feb 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| May 29, 2026 | May 29 | Jun 30 | $0.455 | |
| Feb 27, 2026 | Feb 27 | Mar 31 | $0.455 | raised from $0.43 |
| Nov 28, 2025 | Nov 28 | Dec 31 | $0.43 | |
| Aug 29, 2025 | Aug 29 | Sep 29 | $0.43 | |
| May 30, 2025 | May 30 | Jun 30 | $0.43 | |
| Feb 28, 2025 | Feb 28 | Mar 31 | $0.43 | raised from $0.405 |
| Nov 29, 2024 | Nov 29 | Dec 31 | $0.405 | |
| Aug 30, 2024 | Aug 30 | Sep 27 | $0.405 |
Ownership
Shares outstanding 460.49M · Float 453.48M
Insiders — no current Form 4 position.
This issuer lists more than one class and the share count spans them all, so a stake here reads as a share of the whole company, not of this class.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % of company | Form | Filed |
|---|---|---|---|---|
| Bam Partners Trust | 208.00M | 31.50% of class | 13D | Jul 23, 2026 |
| Royal Bank of Canada | 51.10M | 11.10% | 13F | Aug 14, 2026 |
| Principal Global Investors, LLC | 26.98M | 5.80% of class | 13G | May 12, 2026 |
| Bank of Montreal /Can/ | 26.79M | 5.82% | 13F | Aug 12, 2026 |
| Principal Financial Group Inc | 23.78M | 5.16% | 13F | Aug 4, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 1, 2026 | David Tyler Krant | officer: Chief Financial Officer | +3,150 | $48.10 |
| May 1, 2026 | Suzanne P. Nimocks | director | +2,000 |
Peers
- BlackRock
Global infrastructure capital rival across multiple asset classes
- Ferrovial (ADR)
Transport-infrastructure rival in concessions, development, and operations
- Enbridge
North American overlap in pipelines, midstream, and regulated gas utilities
- American Tower
Digital-infrastructure rival across telecom towers and data centers
- Digital Realty
Global data-center rival in hyperscale, colocation, and interconnection
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Brookfield Infrastructure Partners | $38.68 | +1.56% | $17.54B | 53.1 | 68.5 | 0.7 | +19.4% |
| BlackRock | $1,163.84 | −0.03% | $180.49B | 27.8 | 19.5 | 6.6 | +30.6% |
| Ferrovial (ADR) | $58.78 | +0.07% | $42.60B | 46.1 | — | 3.7 | +104.1% |
| Enbridge | $50.26 | +0.12% | $109.62B | 24.2 | 23.4 | 1.6 | +41.2% |
| American Tower | $176.00 | −0.14% | $82.12B | 24.2 | 26.0 | 7.5 | +4.7% |
| Digital Realty | $182.50 | −1.56% | $68.62B | 89.6 | 81.3 | 10.0 | +28.9% |
| Median | 27.8 | 24.7 | 6.6 | +30.6% |