Brookfield Infrastructure’s Market Outlook for 2026
Brookfield Infrastructure Partners (BIP 5.04%) and its corporate counterpart (BIPC 2.58%) have lagged behind the S&P 500's 12% gain this year, despite solid operational performance. The company projects $3.32 per share in funds from operations (FFO) for the current year, marking a 6% increase from 2023—though below its double-digit growth target.
Organic growth drivers include inflation-adjusted utility rates, expanded midstream revenue, and $1.5 billion in newly commissioned data centers. Foreign exchange volatility and asset divestments have tempered results, but management anticipates reaccelerating growth in 2026, positioning the stock for potential outperformance.