Verity & Verity 13F: Adds $691K to BIPC Stake

Verity & Verity grew its investment in Brookfield Infrastructure Corporation (NYSE:BIPC) during the period, according to a Form 13F filing disclosed on October 23, 2026. The firm acquired an additional 19,411 shares of the utility operator, representing a 4.3% increase from its previous holding. The firm ended the period with 472,931 shares valued at approximately $16.8 million.

BIPC Brookfield Infrastructure Corporation

$37.34 ▼ -14.87% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in Verity & Verity's Brookfield Infrastructure Corporation Position

The reported purchase expands the firm's exposure to the utility sector. Verity & Verity held 453,520 shares prior to this filing. The 19,411-share addition brings the total position to 472,931 shares, worth about $16.8 million based on the period's data.

Other Institutional Activity in Brookfield Infrastructure Corporation

Other large institutional investors made notable adjustments to their BIPC holdings during recent reporting cycles. Bank of Montreal /CAN/ grew its holdings by 95,567 shares, ending with 5,887,517 shares worth about $219.8 million after a 1.7% increase. Royal Bank of Canada lifted its stake by 740,384 shares, resulting in 4,554,830 shares valued at approximately $170.1 million following a 19.4% increase. HighTower Advisors, LLC raised its position by 974,239 shares for a 35.9% jump, closing the period with 3,691,022 shares worth about $137.8 million. Principal Financial Group, Inc. reduced its holdings by 203,516 shares, or 6.1%, leaving it with 3,160,380 shares valued at about $118.0 million. Brown Advisory Inc. added 17,025 shares for a 0.5% increase, finishing with 3,112,566 shares worth roughly $116.2 million.

Brookfield Infrastructure Corporation Stock Up 1.7%

Brookfield Infrastructure Corporation recently traded around $37.34. The stock sits below its 200-day moving average of $41.20 and near its 52-week low of $34.18, well off its 52-week high of $51.72. The company carries a market capitalization of $4.63 billion and a forward P/E ratio of 18.45.

Recent Earnings

For the trailing twelve months, the company generated $3.70 billion in revenue alongside negative basic earnings of $2.87 per share. The firm posted a return on equity of 17.2% and a net profit margin of negative 9.4%. Year-over-year revenue growth reached 8.5%. The next earnings report is scheduled for release on November 6, 2026.

Dividend

The company pays an annual dividend rate of $1.82 per share, which translates to a dividend yield of 4.84%. The payout ratio stands at 15.5%.

Analysts Set New Price Targets

On October 13, 2026, Morgan Stanley maintained its underweight rating on the stock while lowering its price target from $50.00 to $48.00. The consensus recommendation stands at sell, with one analyst covering the stock and a mean price target of $48.00.

About Brookfield Infrastructure Corporation

Brookfield Infrastructure Corporation owns and manages utility and infrastructure assets across regions including Brazil and the United Kingdom. Its operations span regulated natural gas transmission, gas and electricity distribution, and related utility services.

Bottom Line

Investors are keeping an eye on the company's upcoming financial results scheduled for November 6, 2026. Market participants will also monitor valuation levels relative to its 52-week range and moving averages.