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Further Reading from MarketBeat Media Why an Underrated Dividend Giant Deserves Space in Your PortfolioWritten by Nathan Reiff. Published 10/27/2025. 
Key Points - Brookfield Infrastructure is an overlooked multi-industry infrastructure play sporting growing earnings and an impressive dividend history.
- The firm's assets include utilities, energy, data infrastructure, and more.
- Brookfield's wide-ranging operations could help insulate it from economic turmoil, making it a potential defensive play.
At a time when investors often chase the latest big tech or data-center winners, Brookfield Infrastructure Partners L.P. (NYSE: BIP) can slip through the cracks despite appealing to dividend stock hunters. The firm is a publicly traded limited partnership focused on utilities, transport, energy and data infrastructure — everything from natural gas pipelines to data centers, rail networks and more. The company's attraction lies not only in its diversified asset base, which helps insulate it from downturns in any one sector, but also in its strong and growing dividend, backed by steady cash flows. Something unusual is unfolding inside the Republican Party — from Marjorie Taylor Greene breaking ranks to Ted Cruz calling the White House a "mafia," and even Trump's approval rating slipping. But veteran analyst Porter Stansberry says this isn't really about politics at all. It's part of a much larger shift he calls The Final Displacement — a historic economic and social realignment already impacting millions of Americans. His new documentary explains what's driving it and how to prepare before it accelerates further. Watch The Final Displacement to see what's really happening behind the scenes Below, we'll examine why Brookfield deserves more attention from investors: its fundamentals and growth prospects, its role in an income-oriented portfolio, and its potential to remain a reliable dividend play. Fundamentals and Growth Prospects Brookfield's extensive asset footprint positions it well for continued growth. The company operates thousands of kilometers of power transmission lines, natural gas pipelines, and fiber and cable networks. It participates actively in one of today's fastest-growing areas — data center infrastructure — while balancing that exposure with long-lived utility assets. From an earnings perspective, Brookfield posted an impressive quarter, with funds from operations (FFO) rising 5% year-over-year to $638 million, driven primarily by organic growth (latest quarter). The company also recycled more than $2 billion of capital through strategic asset sales during the year, allowing it to expand fiber networks, grow its North American railcar leasing business, and acquire a major midstream energy operation from Colonial. These moves leave Brookfield positioned for meaningful earnings growth in coming quarters. Analysts project more than 10% earnings growth next year. The stock trades at a price-to-book ratio of roughly 0.55, and a one-year return of about -2.5% enhances its value appeal. Momentum may be building: BIP shares have climbed nearly 9% over the past month. Brookfield's Strengths as a Dividend Play Brookfield offers an attractive dividend yield of 5.02%, and its steady cash flow supports the payout. The firm's revenue is largely fee-based, driven by government-set rate structures and long-term contracts that account for a substantial portion of FFO. Many of Brookfield's infrastructure assets are not sensitive to commodity volumes or short-term price swings, which helps stabilize cash flow through different economic cycles. With a payout ratio of just over 50% of cash flow, Brookfield maintains a meaningful distribution while retaining capital to develop new and existing projects. Having increased distributions for 18 consecutive years, the company has a track record that suggests distributions may continue to rise over time. A Non-Glamorous But Appealing Dividend Source Trendier dividend names may grab headlines, but a steady infrastructure play like BIP can provide consistent earnings and a growing dividend. Its partnership structure may deter some investors, but that structure can also offer favorable tax characteristics for unitholders. These factors help explain why seven of nine Wall Street analysts rate Brookfield a Buy and why consensus estimates imply upside of more than 17%. That said, investors should note that short interest in BIP rose about 47% over the last month, and trading volume is relatively low — signs that buying now could be somewhat contrarian.
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