These dividend payers have over a decade of consecutive annual payout raises under their belts.Income-seeking investors don't need to sacrifice yield for quality when searching for reliable dividend payers. While the average dividend-paying stock in the S&P 500 index offers a measly 1.2% yield, there are still some exceptional companies offering yields above 4% at recent prices.Repeatable business models that allowed Realty Income (O 0.39%) and Brookfield Infrastructure Corp. (BIPC -0.80%) to consistently r ...

Core Viewpoint - Brookfield Infrastructure offers an attractive yield and a solid business model, making it a compelling option for long-term income investors [2][10]. Group 1: Business Structure and Investment - Brookfield Infrastructure operates as a complex business under Brookfield Asset Management, which is one of Canada's largest asset management firms with a focus on global infrastructure investments [3][4]. - Investors in Brookfield Infrastructure are essentially partnering with Brookfield Asset Management, benefiting from its institutional knowledge and growth plans, which include doubling its asset management business by 2030 [4][5]. Group 2: Income Generation - Brookfield Infrastructure Corporation has a dividend yield of 4.2%, while Brookfield Infrastructure Partners offers a distribution yield of approximately 5.2%, both representing the same business [6][7]. - The distribution for Brookfield Infrastructure Partners has increased at an annualized rate of 9% from 2009 to 2025, indicating strong growth potential [7][8]. Group 3: Asset Portfolio - Brookfield Infrastructure owns a diversified portfolio of cash-generating infrastructure assets across various sectors, including utilities, transportation, energy, and technology, with a global presence [9][10]. - The company is positioned as a foundational investment for dividend portfolios, especially as its units are currently trading about 25% below their 2022 peak, presenting a potential buying opportunity [11].

Core Viewpoint - Brookfield Infrastructure is expected to outperform the market significantly in 2026, despite underperforming in the current year [1][14]. Financial Performance - The company is projected to generate $3.32 per share of funds from operations (FFO) this year, reflecting a more than 6% increase from last year, but below its target of over 10% annual growth [4]. - The anticipated acceleration in FFO growth is expected to move toward a historical track record of 14% annually, compared to the roughly 10% compound annual growth over the past five years [13]. Growth Catalysts - Strong organic growth drivers include inflation-linked rate increases in utility and transport segments, higher revenues in the midstream segment, and over $1.5 billion in new growth capital projects, including data centers [5]. - The company has a growing capital backlog, increasing from $2 billion in 2020 to $8 billion today, with significant projects including semiconductor fabrication plants and global data centers [9]. - Brookfield has secured $2.1 billion in new growth investments this year, with expectations for continued capital recycling, targeting at least $3 billion in sales this year and an additional $3 billion over the next 12 to 18 months [10][11]. Strategic Initiatives - The company is investing in AI infrastructure, identifying a $7 trillion investment opportunity, with plans to invest about $500 million annually in this area [12]. - Recent acquisitions include investments in Colonial Pipeline, Hotwire, and a partnership with GATX for railcar operating leases, totaling $1.3 billion [15].

Group 1 - Enbridge is recognized for its strong dividend yield of 5.5% and a history of increasing dividends for 30 years, making it an attractive option for dividend investors [4][6] - The company has diversified its business model by adding natural gas transportation assets and investing in clean energy, aligning with global energy trends [5][6] - Enbridge's management aims to adapt to changing energy needs, ensuring its reliability as a dividend-paying stock despite slower growth prospects [6][7] Group 2 - Brookfield Asset Management is one of the largest alternative asset managers globally, with over $1 trillion in assets under management and operations in over 50 countries [10] - The company operates across five verticals: infrastructure, renewable power and energy transition, real estate, private equity, and credit, indicating a diversified investment strategy [10] - Brookfield Asset Management has announced ambitious growth plans through 2030, highlighting its commitment to expanding its market presence [10]

Investors in Brookfield Infrastructure Corporation (BIPC) need to pay close attention to the stock based on moves in the options market lately. That is because the Oct 17, 2025 $20.00 Put had some of the highest implied volatility of all equity options today.What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the ...

Core Viewpoint - The article highlights three attractive high-yield dividend stocks: Brookfield Infrastructure, Enterprise Products Partners, and Realty Income, which are recommended for investors seeking a reliable income stream in September. Brookfield Infrastructure - Brookfield Infrastructure currently yields 4.3%, significantly higher than the S&P 500's 1.2% yield, and has consistently increased its dividend for 16 years at a 9% compound annual growth rate [2][4] - The company anticipates a long-term payout growth of 5% to 9% annually, supported by a robust infrastructure portfolio that generates stable cash flows linked to inflation [5][6] - Brookfield has a substantial backlog of organic expansion projects, including semiconductor fabrication facilities and data centers, which will contribute to future growth [6] Enterprise Products Partners - Enterprise Products Partners offers a yield of 6.8% and has raised its distribution for 27 consecutive years, with a 3.8% increase over the past year [8] - The company plans to launch $6 billion in organic growth capital projects in the latter half of the year, including new natural gas processing plants and pipeline expansions, which will enhance cash flow [9][10] - With a strong financial profile, Enterprise Products is well-positioned to invest in additional growth projects and maintain its high-yield distribution [10] Realty Income - Realty Income has a current dividend yield of 5.6% and has increased its monthly dividend 131 times since its public listing, achieving a 4.2% compound annual growth rate [11][12] - The REIT's growth is primarily driven by acquisitions, investing billions annually in income-producing real estate, and maintaining a strong balance sheet for financial flexibility [12] - Realty Income sees a $14 trillion opportunity in commercial real estate across the U.S. and Europe, expanding its investment platform into new property types and regions [13] Summary of Investment Opportunities - Brookfield Infrastructure, Enterprise Products Partners, and Realty Income are highlighted as strong candidates for high-yield dividend investments, backed by solid financials and growth potential, making them suitable for investors seeking stable and growing income streams [14]

Core Insights - The current income value proposition of BIP remains strong, indicating a positive outlook for the company [1] Group 1 - The analyst has consistently maintained a bullish stance on BIP, suggesting confidence in its financial performance [1] - The analyst has a beneficial long position in BIPC shares, indicating personal investment interest [2] - The analyst's background includes over a decade of experience in financial management and contributions to the development of capital markets in Latvia [1]

Core Viewpoint - The article highlights several high-quality dividend stocks that offer attractive yields above 5%, despite the overall decline in dividend yields in the market, particularly the S&P 500's yield at around 1.2% [1]. Group 1: Brookfield Infrastructure Partners - Brookfield Infrastructure Partners (BIP) currently yields approximately 5.8%, outperforming its corporate counterpart, Brookfield Infrastructure Corporation (BIPC), which yields 4.4% [3]. - About 85% of Brookfield's funds from operations (FFO) are derived from long-term contracts or regulated frameworks, with a conservative dividend payout ratio of 60%-70% [4]. - The company anticipates FFO per share growth of 10% or more, supporting annual dividend increases of 5% to 9% over the long term, extending its 16-year growth streak [5]. Group 2: EPR Properties - EPR Properties offers a yield of 6.7% and pays dividends monthly, appealing to investors seeking consistent passive income [6]. - The REIT focuses on experiential real estate investments, generating predictable rental income through long-term, primarily triple net leases [7]. - EPR plans to invest between $200 million and $300 million annually in acquisitions and development projects, aiming for a 3% to 4% annual growth in income per share [8]. Group 3: Main Street Capital - Main Street Capital has a unique dividend policy, paying a monthly dividend that has never been decreased or suspended, with a cumulative increase of 132% since its public debut in 2007, resulting in a yield of 6.6% [9]. - The company supports its dividends through a portfolio of debt and equity investments, maintaining an investment-grade credit rating [10]. Group 4: MPLX - MPLX, a master limited partnership, yields over 7.5% and generates stable cash flow from long-term contracts [11]. - The company produces cash sufficient to cover its distribution by 1.5 times, allowing for funding of expansion projects while maintaining a strong financial profile [12]. - MPLX's recent $2.4 billion acquisition of Northwind Midstream and ongoing organic projects are expected to support continued distribution increases, with a compound annual growth rate above 10% since 2021 [13]. Group 5: Realty Income - Realty Income yields more than 5.5% and owns a diversified portfolio of commercial real estate, providing stable rental income through net leases [14]. - The company has increased its dividend 131 times since its public listing in 1994, with a strong financial profile and significant room for expansion in the net lease market [15]. Group 6: Conclusion - The highlighted companies exhibit strong dividend-paying track records, stable and growing cash flows, and robust financial profiles, making them suitable candidates for long-term investment to boost income [16].

Core Viewpoint - Brookfield Infrastructure is presented as an ideal investment for those seeking a combination of high dividend yield and rapid growth, currently offering a 4.3% yield while maintaining a strong growth trajectory in dividend payments [3]. Company Overview - Brookfield Infrastructure operates a diverse portfolio of utility, energy, transport, and data-related assets, which are essential for daily operations across various sectors [5]. - Approximately 85% of the company's funds from operations (FFO) are derived from regulated utility businesses and long-term contracts, making it a reliable income source for investors [6]. Dividend Growth - The company has consistently raised its dividend by 8% annually over the past 12 years, with the latest payout ratio at 68% of FFO, indicating a sustainable growth in dividend payments [7][8]. - Adjusted for foreign exchange, the second-quarter FFO increased by 9% year-over-year, aligning with the company's long-term growth expectations [8]. Growth Opportunities - Brookfield Infrastructure benefits from its parent company, Brookfield Asset Management, which has raised $97 billion in capital over the past year, providing ample opportunities for asset acquisition [10]. - The company recently acquired 5,500 miles of pipelines with a capacity of 2.5 million barrels per day, expecting to recoup its investment within seven years [11]. - Brookfield Infrastructure has a capital recycling program, successfully selling developed assets, such as a stake in its U.K. ports operation for $385 million, yielding a 19% internal rate of return [12]. Management and Strategy - With access to around 2,500 investment professionals from Brookfield Asset Management, the company is well-positioned to navigate the alternative-asset landscape and achieve growth within the expected range of 5% to 9% [13].

Core Viewpoint - Brookfield Infrastructure Partners reported strong operational performance in Q2 2025, with significant net income growth and successful capital recycling initiatives, positioning the company well for future investments and growth opportunities [2][3]. Financial Performance - Net income for Q2 2025 was $69 million, a substantial increase from $8 million in Q2 2024, driven by strong operational performance and realized gains from capital recycling activities [3][4]. - Funds from operations (FFO) for Q2 2025 reached $638 million, a 5% increase from $608 million in the same period last year, supported by organic growth and contributions from prior acquisitions [3][4]. - Revenue for Q2 2025 was $5.429 billion, compared to $5.138 billion in Q2 2024, reflecting a positive trend in operational performance [34]. Segment Performance - Utilities segment generated FFO of $187 million, slightly up from $180 million in the prior year, benefiting from inflation indexation and capital added to the rate base [4]. - Transport segment reported FFO of $304 million, down from $319 million year-over-year, but showed solid underlying performance with a 3% increase in traffic levels and a 4% rise in tolls [5]. - Midstream segment achieved FFO of $157 million, a 10% increase from the previous year, driven by strong organic growth and higher customer activity [6]. - Data segment saw a significant increase in FFO to $113 million, a 45% rise compared to the prior year, attributed to acquisitions and organic growth in data center operations [7]. Strategic Initiatives - The company secured three major investments in 2025, focusing on data, transport, and midstream segments, primarily in the U.S. market [8][9]. - The acquisition of Hotwire, a fiber-to-the-home services provider, is expected to close in late Q3 2025, with a purchase cost of up to $500 million [9]. - A partnership with GATX to acquire a leading railcar leasing platform is anticipated to close in Q1 2026, with a total purchase price of approximately $5.3 billion [10][11]. - The $9 billion acquisition of Colonial, the largest refined products pipeline system in the U.S., was completed, expected to yield a mid-teen cash yield [12]. Capital Recycling and Liquidity - The company has successfully raised approximately $2.4 billion from asset sales in 2025, indicating a robust capital recycling strategy [14][15]. - Notable asset sales include a 23% interest in an Australian export terminal for $280 million and a 60% stake in a European data center portfolio for $200 million [15][16]. - The company maintains a strong liquidity position with over $5.7 billion available at the end of Q2 2025, providing substantial capital for future investments [19]. Distribution and Dividend Declaration - The Board declared a quarterly distribution of $0.43 per unit, representing a 6% increase compared to the prior year, payable on September 29, 2025 [20].