BROOKFIELD INFRASTRUCTURE PARTNERS L.P.
In the published model solve dated 2026-Q2, anchored at $39.76, BROOKFIELD INFRASTRUCTURE PARTNERS L.P. (BIP) is priced for +24.3% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Data infrastructure is now the fastest-moving part of the portfolio, with segment funds from operations up 46% to $149 million in the March quarter after a U.S. bulk fiber acquisition and more than 200 megawatts of data centres commissioned over the year [Source: Brookfield Infrastructure Q1 2026 results, April 2026]. • Interest is the largest single claim on the business ahead of unitholders, absorbing roughly two thirds of trailing operating profit, which is why the annual report warns that
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344 institutional managers reported holding BIP in 13F filings for the quarter ended 2026-03-31. Together they hold about 58% of the company; the top 10 hold 39%. 34 opened new positions that quarter. Held by Capital Group (American Funds), Morgan Stanley, Two Sigma, among others. On the short side, 880k shares were sold short as of the 2026-06-15 count, about 0.3% of shares outstanding (1.3 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
It pays a dividend, and has paid one every year in our records (11 and counting). Cash returned over the past three years: $6.34B in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
BIP's latest 8-K filings: 2008-01-31 (items 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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