Brookfield Infrastructure Partners (NYSE:BIP) Announces Quarterly Earnings Results, Misses Estimates By $0.42 EPS

Brookfield Infrastructure Partners (NYSE:BIP) (TSE:BIP.UN) posted its quarterly earnings results on Thursday. The utilities provider reported $0.45 earnings per share for the quarter, missing analysts’ consensus estimates of $0.87 by ($0.42), Zacks reports. Brookfield Infrastructure Partners had a net margin of 4.40% and a return on equity of 3.22%. The company had revenue of $6.30 billion during the quarter, compared to analyst estimates of $1.98 billion. During the same period last year, the company earned $0.78 EPS. The business’s revenue for the quarter was up 5.8% compared to the same quarter last year.

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 Stock Performance

BIP opened at $36.17 on Monday. The company has a debt-to-equity ratio of 1.68, a quick ratio of 0.81 and a current ratio of 0.08. Brookfield Infrastructure Partners has a 52-week low of $25.72 and a 52-week high of $36.81. The firm has a market cap of $16.68 billion, a P/E ratio of 40.19 and a beta of 1.12. The business’s fifty day moving average is $34.99 and its 200-day moving average is $33.43.

Brookfield Infrastructure Partners Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Friday, February 27th will be paid a $0.455 dividend. This represents a $1.82 annualized dividend and a dividend yield of 5.0%. This is an increase from Brookfield Infrastructure Partners’s previous quarterly dividend of $0.43. The ex-dividend date is Friday, February 27th. Brookfield Infrastructure Partners’s dividend payout ratio is presently 191.11%.

Key Brookfield Infrastructure Partners News

Here are the key news stories impacting Brookfield Infrastructure Partners this week:

• Positive Sentiment: Brookfield declared a quarterly dividend of $0.455 (ex-dividend Feb 27; pay Mar 31), a 5.8% increase from the prior payout and implying a roughly 5.0% yield — supports income investors and signals distribution sustainability. Read More.
• Positive Sentiment: Management announced its 17th consecutive distribution increase alongside year?end results, reinforcing the company’s income-growth narrative and suggesting continued capital allocation toward shareholder distributions. Read More.
• Positive Sentiment: RBC raised its price target on BIP to $41 and kept an “outperform” rating — a signal that some sell?side analysts see ~double?digit upside from current levels and may attract buyers. Read More.
• Positive Sentiment: Commentary surfaced on whether the 17th straight distribution hike plus an AI-related business narrative shift could re-price the stock — narrative change might broaden investor interest beyond traditional infrastructure income buyers. Read More.
• Neutral Sentiment: Q4 results: BIP reported $0.87 EPS, in line with consensus, and revenue of $6.30B (larger than consensus). Results were largely inline, so the earnings release likely produced a muted market reaction versus the distribution and guidance items. Read More.
• Neutral Sentiment: Earnings-call transcript is available for investors who want details on segment performance, capital deployment and any forward commentary that could move the stock. Read More.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the business. Goldman Sachs Group Inc. increased its stake in shares of Brookfield Infrastructure Partners by 12.2% in the first quarter. Goldman Sachs Group Inc. now owns 1,802,475 shares of the utilities provider’s stock valued at $53,696,000 after buying an additional 195,276 shares during the period. Focus Partners Wealth grew its holdings in Brookfield Infrastructure Partners by 8.5% during the 1st quarter. Focus Partners Wealth now owns 24,734 shares of the utilities provider’s stock worth $737,000 after acquiring an additional 1,931 shares during the last quarter. Qube Research & Technologies Ltd acquired a new position in Brookfield Infrastructure Partners in the 2nd quarter valued at approximately $2,595,000. Glenview Trust co bought a new position in shares of Brookfield Infrastructure Partners during the second quarter valued at $201,000. Finally, Raymond James Financial Inc. increased its holdings in Brookfield Infrastructure Partners by 8.8% in the second quarter. Raymond James Financial Inc. now owns 724,975 shares of the utilities provider’s stock valued at $24,287,000 after purchasing an additional 58,511 shares during the period. Institutional investors and hedge funds own 57.92% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have weighed in on BIP shares. Jefferies Financial Group set a $37.00 price target on Brookfield Infrastructure Partners and gave the stock a “hold” rating in a research report on Wednesday, October 29th. BMO Capital Markets reaffirmed an “outperform” rating and issued a $44.00 target price on shares of Brookfield Infrastructure Partners in a research report on Friday. TD Securities reaffirmed a “buy” rating and issued a $57.00 target price (up previously from $55.00) on shares of Brookfield Infrastructure Partners in a research report on Friday. Weiss Ratings restated a “hold (c+)” rating on shares of Brookfield Infrastructure Partners in a research note on Monday, December 29th. Finally, Scotiabank reaffirmed an “outperform” rating and set a $44.00 price target on shares of Brookfield Infrastructure Partners in a research report on Friday, January 16th. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $42.13.

Brookfield Infrastructure Partners Company Profile

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.