Brookfield Infrastructure Achieves Over 14% Annualized Return, Expects FFO Per Share Growth Over 10%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 20 2026
0mins
Should l Buy BIP?
Source: NASDAQ.COM
- Annualized Return Performance: Since its inception in 2008, Brookfield Infrastructure has achieved an annualized total return exceeding 14%, indicating that a $1,000 investment could grow to $25,642 over 25 years, showcasing its strong wealth creation capability.
- FFO Growth Expectations: The company anticipates a long-term FFO per share growth rate exceeding 10%, driven by inflation-linked rate increases, volume growth from global economic expansion, and strategic acquisitions, further solidifying its market position.
- Dividend Growth Plan: Currently offering a nearly 4% dividend yield, Brookfield plans to increase dividends by 5% to 9% annually, which not only enhances investor return expectations but also reflects the company's confidence in its future profitability.
- Investment Strategy Positioning: The company has strategically repositioned its portfolio to capitalize on several major growth megatrends, including AI infrastructure, which is expected to drive future earnings growth and further enhance shareholder value.
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Analyst Views on BIP
Wall Street analysts forecast BIP stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BIP is 41.00 USD with a low forecast of 37.00 USD and a high forecast of 44.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Analyst Rating
3 Buy
2 Hold
0 Sell
Moderate Buy
Current: 37.030
Low
37.00
Averages
41.00
High
44.00
Current: 37.030
Low
37.00
Averages
41.00
High
44.00
About BIP
Brookfield Infrastructure Partners L.P. is a global infrastructure company that owns and operates long-life assets in the utilities, transport, midstream and data sectors across the United States, Asia Pacific, and Europe. The Company’s segments include Utilities, Transport, Midstream, and Data. The Utilities segment consists of regulated transmission (natural gas and electricity) and commercial and residential distribution (electricity, natural gas, and water connections) operations. The Transport segment includes infrastructure assets that provide transportation, storage and handling services for merchandise goods, commodities, and passengers. The Transport segment consists of diversified terminals, rail, and toll roads. The Midstream segment comprises systems that provide natural gas transmission, gathering and processing, and storage services. The Data segment includes critical infrastructure that provides telecommunication, fiber, and data storage services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- NextEra Energy Performance: NextEra Energy reported mixed quarterly results on January 27, and despite a 13% stock price increase over the past month, its RSI value of 70.3 suggests a possible price correction risk, closing at $89.47.
- Market Reaction: NextEra Energy's stock rose 0.3% on Friday, reflecting a cautious optimism in the market despite a lukewarm response to its earnings report, with a 52-week high of $90.99 indicating potential resistance levels.
- Investor Caution: With rising RSI indicators, investors should remain vigilant regarding these utility stocks, especially in a volatile market, as overbought conditions may lead to short-term price adjustments.
See More
High Dividend Stocks Favored Amid Market Turbulence
- Investor Preference: During turbulent and uncertain market conditions, many investors gravitate towards high dividend-yielding stocks, which typically possess high free cash flows and reward shareholders with substantial dividend payouts.
- Sector Analysis: High-yield stocks in the utilities sector are under significant analyst scrutiny, particularly Brookfield Infrastructure Partners L.P. (BIP), Eversource Energy (ES), and Edison International (EIX), which excel in stability and profitability.
- Analyst Ratings: Based on the most accurate analyst ratings, these three high dividend stocks are considered top picks for investors, reflecting their appeal in uncertain market environments.
- Market Trends: As market volatility intensifies, the demand for high dividend stocks may continue to rise, potentially driving up the stock prices and market performance of these companies.
See More
Brookfield Infrastructure Invests in AI Infrastructure
- Investment Opportunity: The world needs a staggering $7 trillion in infrastructure investment over the next decade to support AI adoption, highlighting the urgent market demand for AI infrastructure across various sectors.
- Brookfield's Growth: Brookfield Infrastructure achieved a 6% increase in funds from operations in 2025, driven by inflation-related rate hikes and over $1.5 billion in new capital projects, demonstrating its strong performance in the infrastructure sector.
- Data Center Expansion: The company commissioned 220 megawatts of new data center capacity last year, leading to over a 50% increase in funds from operations in its data infrastructure segment, underscoring its leadership in AI infrastructure.
- Future Growth Potential: Brookfield expects to accelerate growth as it plans to deploy an additional 230 megawatts of capacity for data center customers by 2027, further solidifying its strategic position in AI infrastructure investments.
See More
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- Investment Opportunity: The world needs to invest a staggering $7 trillion over the next decade to support AI adoption, and Brookfield Infrastructure is actively engaging in this once-in-a-generation investment opportunity, which includes AI factories, compute infrastructure, and power transmission.
- Funds Growth Performance: In 2025, Brookfield's funds from operations grew by 6%, driven by inflation-driven rate increases, volume growth across its infrastructure networks, and over $1.5 billion in new capital projects, demonstrating its robust cash flow generation capabilities.
- Data Center Expansion: The company commissioned 220 megawatts of new data center capacity last year, leading to over a 50% increase in funds from operations in its data infrastructure segment, and it now operates approximately 1.2 gigawatts of data center capacity globally, showcasing strong growth potential in the data services market.
- Innovative Energy Solutions: Brookfield completed its first project under a $5 billion framework agreement with Bloom Energy, installing 55 megawatts of advanced fuel cell technology at a U.S. data center, with plans to deploy another 230 megawatts of capacity by mid-2027, further solidifying its leadership in energy infrastructure.
See More
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- Enterprise Products Partners: Enterprise Products Partners (EPD) anticipates a significant reduction in capital expenditures to $2.5 billion in 2026 from $4.5 billion in 2025, allowing for increased shareholder returns and potential large dividend hikes, having raised dividends for 27 consecutive years.
- Realty Income: Realty Income (O) pays monthly dividends and has increased them for 113 straight quarters, owning over 15,500 commercial properties, which provides stable cash flows across market cycles, making it a top dividend stock for 2026.
- Brookfield Infrastructure Partners: Brookfield Infrastructure Partners (BIP) raised $3 billion through capital recycling in 2025, targeting investments in high-growth areas like AI data centers, with expectations of 5% to 9% annual growth in funds from operations and dividends per share in 2026.
- MPLX: MPLX reported a 15% increase in net earnings in the first nine months of 2025 and raised its dividend by 12.5%, with expectations for another significant dividend increase later this year, supported by Marathon Petroleum, positioning it as a leading high-yield stock in the energy sector.
See More
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- Enterprise Products Partners: As one of the largest midstream energy companies in the U.S., Enterprise Products Partners invested nearly $4.5 billion in organic growth projects in 2025, with capital expenditures expected to drop to $2.5 billion in 2026, allowing for more cash to return to shareholders and potential significant dividend increases ahead.
- Realty Income: This real estate investment trust pays dividends monthly and has increased them for 113 consecutive quarters, owning over 15,500 commercial properties, which ensures stable cash flows across market cycles and interest rate environments, making it a top dividend stock to buy for 2026.
- Brookfield Infrastructure Partners: The company owns high-quality assets across utilities, transport, and midstream energy sectors, targeting 5% to 9% annual growth in funds from operations and dividends per share in 2026, indicating strong growth potential.
- Oneok's Turnaround: Despite a debt increase of over 25% in 2025 due to acquisitions, Oneok is expected to generate nearly $500 million in synergies and achieve a 4% dividend increase in 2026, highlighting its appeal as a high-yield stock.
See More
