$BIP.UN

2 stories mentioning BIP.UNUpdated 43d ago

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Research Alert: CFRA Maintains Buy Opinion On Shares Of Brookfield Infrastructure Partners

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We maintain our target price of CAD60, implying an 11x FFO multiple applied to our 2027 estimate. BIP's Q1 2026 showed strong FFO growth of 10% supported by the data segment (46% growth). Midstream also contributed 12% FFO growth Y/Y although mark-to-market hedges saw losses due to elevated commodity pricing. As hedges settle, the higher pricing benefits are expected to be seen in earnings. Through the market volatility, the partnership secured approximately USD400M of new investment opportunities during the quarter, including the launch of an equipment leasing platform with an OEM and an additional project under the Bloom Energy partnership. Capital recycling activity resulted in USD1B of proceeds year-to-date through transactions including data center partnerships, the sale of Brazilian transmission assets, and a secondary offering in gas storage operations. We raise our FFO per share estimates by USD0.07 to USD3.67 for 2026 and by USD0.10 to USD4.03 for 2027.

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Research55d ago

Research Alert: Bip Q1: Data Segment Growth Of 46% Powers 10% Ffo Growth

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Brookfield Infrastructure generated FFO per unit of $0.90, up 10% from $0.82 in the prior year, with total FFO reaching $709M versus $646M, driven by organic growth and $1.4B of new investments. The partnership reported a net loss of $61M compared to net income of $125M in Q1 2025, primarily due to unrealized hedge losses from elevated commodity prices. We view the quarter positively, with FFO growing 10% driven by Data's outsized 46% FFO increase to $149M from the U.S. bulk fiber acquisition and 200 MW of commissioned data center capacity. Management expects hedge losses to settle throughout the year. The partnership secured $400M of new investment opportunities and completed $1B in capital recycling proceeds year-to-date, maintaining $5.3B liquidity with only 5% of debt maturing over 12 months. We expect the 6% distribution increase to $0.455 per unit to be covered by executing partnerships with mega-theme oriented names like Bloom using recycled capital.

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