Brookfield Infrastructure Partners (NYSE:BIP) Announces Earnings Results

Brookfield Infrastructure Partners (NYSE:BIP) (TSE:BIP.UN) released its quarterly earnings results on Thursday. The utilities provider reported $0.87 earnings per share for the quarter, hitting the consensus estimate of $0.87, Briefing.com reports. Brookfield Infrastructure Partners had a return on equity of 2.74% and a net margin of 3.70%.During the same quarter in the prior year, the business earned $0.78 earnings per share. The firm’s revenue for the quarter was up 5.8% on a year-over-year basis.

Here are the key takeaways from Brookfield Infrastructure Partners’ conference call:

• Brookfield generated $2.6 billion of FFO in 2025 (normalized FFO +10% YoY) with record Q4 FFO of $0.87/unit, and the board approved a 6% distribution increase to $1.82 annualized (66% payout ratio).
• The firm exceeded its capital recycling target, raising a record $3.1 billion of asset-sale proceeds in 2025 and finishing the year with $6 billion of liquidity (?$3 billion at corporate), plus two secured monetizations including a Brazilian transmission sale expected to net ~ $150 million (~45% IRR).
• Data segment momentum drove FFO to $502 million (>50% growth), with ~3.6 gigawatts of development potential (over 2.3 GW contracted) and ~800 MW of leases signed in Q4 under a disciplined, long?term contract approach to AI infrastructure.
• Backlog visibility supports 2026 growth: Intel?related projects (~$3.9 billion) are expected to commission in H2 2026, and backlog excluding Intel (~$5.3 billion) implies roughly $1.5–$2.0 billion of commissioning per year over the next ~3 years.
• Deployment and partnerships continue—~$1.5 billion invested in 2025, the Bloom Energy framework now totals ~230 MW of contracted behind?the?meter power (15?year terms), and recent tuck?ins include a S. Korea industrial gas asset and a railcar leasing platform (~$125M and ~$300M equity).

Brookfield Infrastructure Partners Trading Up 0.4%

Brookfield Infrastructure Partners stock traded up $0.14 during midday trading on Thursday, reaching $35.46. The stock had a trading volume of 307,293 shares, compared to its average volume of 500,231. Brookfield Infrastructure Partners has a twelve month low of $25.72 and a twelve month high of $36.58. The stock has a market capitalization of $16.35 billion, a PE ratio of 52.93 and a beta of 1.10. The company has a debt-to-equity ratio of 1.68, a quick ratio of 0.81 and a current ratio of 0.85. The stock’s 50-day simple moving average is $34.94 and its 200 day simple moving average is $33.36.

Brookfield Infrastructure Partners Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Friday, November 28th were given a $0.43 dividend. This represents a $1.72 annualized dividend and a dividend yield of 4.8%. The ex-dividend date of this dividend was Friday, November 28th. Brookfield Infrastructure Partners’s dividend payout ratio (DPR) is 256.72%.

Hedge Funds Weigh In On Brookfield Infrastructure Partners

Hedge funds and other institutional investors have recently modified their holdings of the company. Captrust Financial Advisors increased its position in Brookfield Infrastructure Partners by 2.2% during the 3rd quarter. Captrust Financial Advisors now owns 70,593 shares of the utilities provider’s stock worth $2,322,000 after purchasing an additional 1,509 shares in the last quarter. Advisory Services Network LLC acquired a new stake in shares of Brookfield Infrastructure Partners in the third quarter worth $85,000. XTX Topco Ltd purchased a new position in shares of Brookfield Infrastructure Partners in the 3rd quarter valued at $1,196,000. United Capital Financial Advisors LLC purchased a new position in shares of Brookfield Infrastructure Partners in the 3rd quarter valued at $396,000. Finally, Voleon Capital Management LP purchased a new position in Brookfield Infrastructure Partners in the third quarter valued at about $3,639,000. 57.92% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on the stock. National Bankshares boosted their target price on shares of Brookfield Infrastructure Partners from $36.00 to $38.00 and gave the company an “outperform” rating in a research note on Wednesday, December 17th. Morgan Stanley set a $45.00 price objective on shares of Brookfield Infrastructure Partners in a research report on Wednesday. Weiss Ratings restated a “hold (c+)” rating on shares of Brookfield Infrastructure Partners in a research report on Monday, December 29th. Jefferies Financial Group set a $37.00 price target on Brookfield Infrastructure Partners and gave the company a “hold” rating in a report on Wednesday, October 29th. Finally, Scotiabank reissued an “outperform” rating and set a $44.00 price target on shares of Brookfield Infrastructure Partners in a research note on Friday, January 16th. Two equities research analysts have rated the stock with a Strong Buy rating, four have issued a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $41.75.

About Brookfield Infrastructure Partners

Brookfield Infrastructure Partners L.P. (NYSE: BIP) is a publicly traded limited partnership that owns and operates a diversified portfolio of infrastructure assets across four core sectors: utilities, transport, energy and data infrastructure. Through long-lived, regulated or contracted assets, Brookfield Infrastructure provides essential services such as electricity transmission and distribution, toll road and port operations, midstream energy logistics and fiber-based data networks.

The company’s utilities division encompasses regulated electricity and gas distribution networks in North and South America, Europe and Australia, ensuring stable cash flows under current regulatory frameworks.