Brookfield Infrastructure Partners L.P.

Brookfield Infrastructure Partners L.P. has dipped from its 52-week high as surging Treasury yields push its dividend yield to a negative spread over the U.S. 10-year Treasury rate. The firm saw year-over-year FFO per unit growth of 10% in the second quarter and is trading at a 10.5x multiple to this metric annualized. I rate BIP as a Hold, reflecting continued volatility with U.S. Treasuries and ongoing inflationary geopolitical uncertainty.

BROOKFIELD, NEWS, Oct. 14, 2026 (GLOBE NEWSWIRE) -- Brookfield Infrastructure Partners L.P. (“BIP”) (NYSE: BIP; TSX: BIP.UN) today announced that BIP unitholders voted overwhelmingly in favor of the resolutions approving the proposed corporate structure simplification (the “Simplification”) at a special meeting held virtually earlier today (the “Unitholders' Meeting”). Completion of BIP's conversion into a Canadian corporation is not conditional on approval by shareholders of Brookfield Infrastructure Corporation (“BIPC”) (TSX, NYSE: BIPC) and, subject to receipt of the final order of the Supreme Court of British Columbia approving the Simplification, is expected to occur before the end of 2026.

Brookfield Infrastructure Partners L.P. Limited Partnership Units (BIP) Shareholder/Analyst Call Prepared Remarks Transcript

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Votes received to date have been strongly in support Meeting has been adjourned to October 29, 2026 Shareholders with questions or who require assistance voting should contact BIPC's proxy solicitation agent, Laurel Hill Advisory Group, by calling 1-877-452-7184 (toll-free within North America) or 1-416-304-0211 (outside of North America), texting "INFO" to either number, or by emailing assistance@laurelhill.