文章核心观点 - 在当前市场不确定性（如政府停摆风险、劳动力市场放缓、股票估值高企）的背景下，投资者可考虑将股息股票加入投资组合以寻求稳定回报 [1] - 顶尖华尔街分析师推荐的股息股具有坚实基本面，能够支持持续的股息支付 [2] Brookfield Infrastructure Partners (BIP) - 公司是一家全球性基础设施公司，拥有并运营公用事业、运输、中游和数据领域的多元化长寿命资产 [3] - 公司于9月29日支付了每股0.43美元的股息，同比增长6%，年化股息为每股1.72美元，股息收益率为5.2% [3] - 管理层在投资者日活动中的演示反映了其投资组合中强劲的潜在有机增长趋势 [4] - 公司投资组合中高增长平台的数量持续增加，尤其在数字基础设施领域存在重大投资机会，超大规模企业的资本支出预计今年将增长50% [5] - 公司每股运营资金增长接近拐点，过去五年尽管面临外汇逆风和利率高企，其每股运营资金复合年增长率仍约为10% [6] - 分析师预计近期挑战将缓解，从而推动可观的每股运营资金增长，并对股息增长和估值产生积极影响 [7] Ares Capital (ARCC) - 公司是一家专业金融公司，向私营中型市场公司提供直接贷款和其他投资 [8] - 公司季度股息为每股0.48美元，年化股息为每股1.92美元，股息收益率为9.4% [8] - 分析师认为公司是市场领先的商业发展公司，其能够利用Ares全球信贷平台是其主要竞争优势之一 [10] - 公司经验丰富的高级管理团队是其关键优势，其股息由核心每股收益和潜在净已实现收益支持 [11] - 分析师指出公司有长期成功管理周期风险的记录，并有潜力产生高于同行平均水平的股本回报率 [9][10] ONE Gas (OGS) - 公司是一家100%受监管的天然气公用事业公司，为堪萨斯州、俄克拉荷马州和德克萨斯州的超过230万客户提供服务 [12] - 公司季度股息为每股0.67美元，年化股息为每股2.68美元，股息收益率为3.3% [12] - 分析师上调评级，理由包括德克萨斯州HB 4384法案的益处（允许回收与投入服务的天然气公用事业工厂、设施或设备相关的某些成本）以及利率下降 [13] - HB 4384法案预计在2026财年产生约0.18美元的增量每股收益益处，该益处并非一次性，并将随公司在德克萨斯州的年度资本支出增长 [14] - 德克萨斯州约占公司费率基础的32%，预计这将为其4-6%的增长率预期上限提供支撑 [14] - 美联储降息预计将缓解公司相对利息支出，数据中心和先进制造商对天然气需求的增长为公司带来显著增长机会 [15][16] - 不断增长的客户群和稳健的资产负债表，使公司股票在当前估值下具有吸引力，预计其将反弹至历史溢价估值水平 [16]

BROOKFIELD, NEWS, Oct. 03, 2025 (GLOBE NEWSWIRE) -- Brookfield Infrastructure Partners will hold its third quarter 2025 conference call and webcast on Friday, November 7, 2025, at 9:00 a.m. (ET). Results will be released that morning before 7:00 a.m. (ET) and will be available on our website at https://bip.brookfield.com. Participants can join by conference call or webcast. Conference Call Please pre-register at: BIP2025Q3ConferenceCallUpon registering, you will be emailed a dial-in number and unique PIN. T ...

Brookfield Infrastructure has become a cornerstone of my dividend portfolio.I have a fairly simple financial goal. I want to become financially independent. In my mind, I'll achieve financial independence once I start generating enough income from passive sources to cover my basic living expenses.This objective drives me to routinely invest in assets generating passive income, such as high-yield dividend stocks. I seek out companies with sustainable, steadily rising dividends.One company exemplifying these ...

Brookfield Infrastructure Partners L.P. (NYSE:BIP) makes our list of the 20 Best Stocks to Buy and Hold for a Lifetime, recognized for significant dividend growth. Brookfield Infrastructure Partners L.P. (BIP) Announces $700 Million Medium-Term Note Offering The $700 million medium-term note offering was announced by Brookfield Infrastructure Partners L.P. (NYSE:BIP) on September 22, 2025. It was divided into $375 million Series 15 Notes due in 2031 at 3.7% interest and $325 million Series 16 Notes due i ...

Brookfield Infrastructure has an attractive yield and an attractive business to offer long-term income investors.Brookfield Infrastructure Partners (BIP -0.03%) (BIPC 1.10%) invests in exactly what its name implies, infrastructure. It is as close to a one-stop shop as you get for infrastructure investing, and it comes along with an attractive yield. If you think in decades and are looking to generate as much income as possible from your portfolio, here are three reasons to consider buying Brookfield Infrast ...

Brookfield Infrastructure could be a big-time outperformer in 2026.Brookfield Infrastructure (BIPC 2.58%) (BIP 5.04%) has significantly underperformed the market this year. Shares of the global infrastructure operator have remained flat for most of the year, a period when the S&P 500 has risen by over 12%. This underperformance comes even though Brookfield is having another good year. Next year is looking like an even better year for the company, as its already solid growth rate should reaccelerate. That dr ...

The equity market is a powerful mechanism as daily fluctuations in price get aggregated to incredible wealth creation or destruction over the long term. Pacifica Yield aims to pursue long-term wealth creation with a focus on undervalued yet high-growth companies, high-dividend tickers, REITs, and green energy firms.Analyst’s Disclosure:I/we have a beneficial long position in the shares of BIPH, BIPC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses ...

Key Points Enbridge has an attractive dividend yield and a business that is built to change with the world's energy needs. Brookfield Infrastructure is capitalizing on three global investment megatrends. Brookfield Asset Management just announced growth plans through 2030, and they're huge. 10 stocks we like better than Brookfield Infrastructure › Some companies seem like obvious slam-dunk investments. They have a combination of durable business models, visible growth profiles, and strong financi ...

Meta description: A Bermuda-based global owner and operator of long-life infrastructure assets across utilities, transport, midstream and data networks, with a diversified, cash-generative portfolio. Brookfield Infrastructure Partners L.P. (TSX:BIP) is positioned as a core owner-operator of essential infrastructure networks spanning energy transmission, transport logistics, midstream energy, and data connectivity. The partnership emphasizes long-life, contracted or regulated cash flows that support resilien ...

He is a contributing author for the investing group Cash Flow Club where along with Darren McCammon, they focus on company cash flows and their access to capital. Core features include: access to the leader’s personal income portfolio targeting 6%+ yield, community chat, the “Best Opportunities” List, coverage of energy midstream, commercial mREITs, BDCs, and shipping sectors,, and transparency on performance. Learn More .Jonathan Weber holds an engineering degree and has been active in the stock market and ...