To celebrate High Yield Investor turning five, we’re offering a Limited Time 15% Discount . Now is the perfect time to join. We just released our Top 5 Picks for 2026 , with deep-dive analysis and exclusive management interviews.Samuel Smith has a diverse background that includes being lead analyst and Vice President at several highly regarded dividend stock research firms and running his own dividend investing YouTube channel. He is a Professional Engineer and Project Management Professional and holds a B. ...

Financial Data and Key Metrics Changes - Brookfield Infrastructure Partners generated funds from operations (FFO) of $2.6 billion in 2025, reflecting a 10% increase compared to 2024 when normalized for asset sales and foreign exchange [4][5] - The fourth quarter FFO reached a record of $0.87 per unit, leading to a conservative payout ratio of 66% and a 6% increase in quarterly distribution to $1.82 per unit, marking the 17th consecutive year of distribution increases of at least 5% [5][6] Business Line Data and Key Metrics Changes - The transport segment generated FFO of $1.1 billion, consistent with the prior year after normalizing for $1.8 billion in capital recycling initiatives, with higher revenues in rail and toll road segments [6][7] - The midstream segment's FFO increased by 7% year-over-year to $668 million, driven by higher volumes in Canadian natural gas operations and a newly acquired US refined products pipeline [7][8] - The data segment's FFO surged over 50% to $502 million, attributed to new investments and strong organic growth, including the commissioning of 220 megawatts of capacity at hyperscale data centers [8][9] Market Data and Key Metrics Changes - The global data center platform has development potential of approximately 3.6 gigawatts, with contracted capacity exceeding 2.3 gigawatts [9] - In 2025, corporates invested around $500 billion into AI-related infrastructure, with expectations for further capital investment in the next two years [11][12] Company Strategy and Development Direction - The company is focused on a prudent, risk-focused approach to AI infrastructure investing, emphasizing long-term contracts and selective partnerships with investment-grade counterparties [12][13] - Brookfield Infrastructure aims to capitalize on structural themes such as digitalization, decarbonization, and deglobalization, positioning itself for a super cycle in infrastructure investment [20] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism for 2026, anticipating a return to 10% or higher per unit growth, supported by resilient cash flows and a robust pipeline of investment opportunities [20][21] - The company highlighted the importance of maintaining a disciplined execution strategy to convert demand into durable returns, particularly in the data center sector [16][17] Other Important Information - The company achieved record liquidity of $6 billion at the end of 2025, bolstered by $3.1 billion in asset sale proceeds [9] - Significant new investments included a $125 million acquisition of a South Korean industrial gas business and a $300 million investment in a railcar leasing platform [19] Q&A Session Summary Question: Can you elaborate on your contract approach to mitigate technology risk in data centers? - Management explained that long-term contracts (around 15 years) help avoid technology risks by ensuring that any necessary infrastructure changes are not at their cost [28][30] Question: What is the expected return on new data center developments? - Management indicated that new data centers yield a return of 9% to 10%, with monetization at cap rates of 5.5% to 6%, leading to potential equity returns in the high teens or twenties [26][27] Question: Can you provide details on the KKR acquisition of data centers? - Management stated that they cannot disclose specific transaction details but confirmed joint ventures with institutional investors across North America and Europe, totaling about 850 megawatts [35][36] Question: What is the outlook for inflation indexation across geographies in 2026? - Management expects inflation indexation in OECD markets to average between 2% and 3%, with emerging markets like India and Brazil ranging from 2% to 4% [46][47] Question: How is the capital backlog in data operations expected to evolve? - Management noted a significant increase in the capital backlog, driven by hyperscale projects, and expects about $1.5 billion to come online in 2026 [51][59]

Brookfield Infrastructure Partners (NYSE:BIP) Q4 2025 Earnings call January 29, 2026 09:00 AM ET Company ParticipantsDavid Krant - Managing Partner and CFODevin Dodge - Director of Equity ResearchFrederic Bastien - Managing Director and Head of Industrial ResearchRobert Hope - Managing Director of Equity ResearchSam Pollock - CEOUdhay Mathialagan - Head of Global Data Center BusinessesConference Call ParticipantsCherilyn Radbourne - Managing Director and Senior Equity Research AnalystMaurice Choy - Managing ...

Brookfield Infrastructure Partners (NYSE:BIP) Q4 2025 Earnings call January 29, 2026 09:00 AM ET Speaker5Good day, and thank you for standing by. Welcome to the Brookfield Infrastructure Partners Fourth Quarter 2025 Results Conference Call and Webcast. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you'll need to press star one one on your telephone. You will then hear an automated ...

FOURTH QUARTER AND FULL YEAR, DECEMBER 31, 2025 Cautionary Statement Regarding Forward-Looking Statements This Supplemental Information contains forward-looking information within the meaning of Canadian provincial securities laws and "forward-looking statements" within the meaning of certain securities laws including Section 27A of the U.S. Securities Act of 1933, as amended, Section 21E of the U.S. Securities Exchange Act of 1934, as amended, "safe harbor" provisions of the United States Private Securitie ...

This news release constitutes a “designated news release” for the purposes of the prospectus supplement dated November 19, 2025 to the short form base shelf prospectus of Brookfield Infrastructure Corporation and Brookfield Infrastructure Partners L.P. dated January 29, 2025. BROOKFIELD, NEWS, Jan. 29, 2026 (GLOBE NEWSWIRE) -- Brookfield Infrastructure Partners L.P. (Brookfield Infrastructure, BIP, or the Partnership) (NYSE: BIP; TSX: BIP.UN) today announced its results for the year ended December 31, 2025. ...

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.Benzinga readers can review the latest analyst takes on their favorite stocks by visiting Analyst Stock Ratings page. Traders can sort through Benzinga's extensive database of analyst ratings, including by analyst accuracy.Below are the ratings of the most accurate analysts for three high-yield ...

Core Viewpoint - The article highlights three high-quality dividend stocks—Brookfield Infrastructure, ExxonMobil, and Prologis—that offer attractive yields above 3% and are expected to continue increasing their dividends due to strong business fundamentals and financial profiles [1][14]. Group 1: Brookfield Infrastructure - Brookfield Infrastructure has a dividend yield of approximately 3.8% and operates a diverse portfolio across utilities, transportation, energy midstream, and data sectors, generating stable cash flows backed by long-term contracts [2][5]. - The company aims to distribute 60% to 70% of its stable cash flows as dividends while retaining the rest for reinvestment, with a backlog of $7.8 billion in capital projects expected to be completed in the next two to three years, primarily in the data segment [3][5]. - Brookfield has secured $1.5 billion in new business deals over the past year and anticipates growing its funds from operations by over 10% annually, which should drive dividend increases of 5% to 9% each year [5][14]. Group 2: ExxonMobil - ExxonMobil has a dividend yield of just over 3% and benefits from a large-scale, integrated business model that mitigates the impact of oil price volatility on earnings [6][8]. - The company expects to achieve $25 billion in earnings growth and $35 billion in cash flow growth by 2030, driven by structural cost savings and high-return capital projects [8][9]. - ExxonMobil plans to generate approximately $145 billion in cumulative surplus cash over the next five years, allowing for continued dividend increases, having raised its dividend for 42 consecutive years [9][14]. Group 3: Prologis - Prologis offers a dividend yield of 3.2%, supported by stable cash flows from long-term leases that typically include annual rental escalations [10][12]. - The REIT maintains a conservative dividend payout ratio and a strong balance sheet, providing financial flexibility for portfolio expansion through development projects and acquisitions [12][13]. - Prologis primarily invests in logistics properties and aims to leverage its land bank and expertise in developing data centers, which should facilitate ongoing dividend growth, having increased its payout at a 13% compound annual rate over the last five years [13][14].

Core Viewpoint - Brookfield Infrastructure Partners L.P. (NYSE:BIP) is recognized as a strong investment opportunity, supported by favorable industry trends and growth expectations in funds from operations per share [2][4]. Group 1: Price Target and Ratings - Scotiabank has raised its price target for Brookfield Infrastructure Partners L.P. to $44 from $41, maintaining an Outperform rating [2]. - The price target update is part of a broader review of energy infrastructure stocks under Scotiabank's coverage [2]. Group 2: Industry Trends and Growth Drivers - Strong power demand and increasing LNG exports are identified as key industry trends that create investment opportunities for Brookfield [3]. - Scotiabank anticipates an upward bias in long-term estimates for the energy infrastructure sector due to these supportive trends [3]. Group 3: Company Growth Expectations - Brookfield expects to grow funds from operations per share by over 10% annually in the long run, with potential growth closer to 14% in the medium term [4]. - Contributing factors to this growth include inflation-linked rate increases, rising volumes from global economic growth, ongoing capital projects, and acquisitions [4]. Group 4: Dividend Outlook - The current dividend yield for Brookfield is approximately 4.9%, with management projecting annual payout increases of about 5% to 9% [5]. - The anticipated earnings growth is a key factor supporting the sustainability of the dividend [5]. Group 5: Company Overview - Brookfield Infrastructure Partners L.P. operates globally with long-life assets across utilities, transport, midstream, and data infrastructure in the U.S., Asia Pacific, and Europe [5].

Group 1 - The article celebrates the fifth anniversary of High Yield Investor by offering a 30-day money-back guarantee for new members, promoting the release of their Top Picks for 2026 [1] - The stock market, represented by SPY, is currently considered overvalued based on various valuation metrics, indicating a potential risk for investors [1] - Samuel Smith, the lead analyst, has a diverse background in dividend stock research and focuses on balancing safety, growth, yield, and value in investment strategies [1] Group 2 - High Yield Investor provides real-money core, retirement, and international portfolios, along with regular trade alerts and educational content for investors [1] - The article includes a philosophical perspective on wealth and investment, quoting a biblical passage that emphasizes the importance of spiritual over material wealth [1]