Who is the market leader in infrastructure?

Union Pacific (NYSE: UNP) is the largest infrastructure company by market capitalization (almost $162 billion in mid-2026). Meanwhile, Brookfield Asset Management (NYSE: BAM) is a leader in infrastructure investment, with $255 billion in infrastructure assets under management.

Is it worth investing in infrastructure?

It can be worth investing in infrastructure. The need for infrastructure is tremendous, while there's a major funding gap between the need and the available capital. As a result, infrastructure investments can generate high returns as companies invest in projects that grow their revenue and cash flows. Infrastructure investments also tend to generate income (dividend payments), providing investors with a base return in addition to the potential growth in the value of their investment.

What is the return on infrastructure investments?

Net returns for core infrastructure investments (roads and power grids) tend to be in the range of 7% to 10%. Higher-risk infrastructure investments tend to yield higher returns (10% or more).

Do infrastructure stocks pay dividends?

Many infrastructure stocks pay dividends. Companies that own and operate infrastructure typically generate recurring revenue from long-term contracts and government-regulated rate structures, enabling them to pay consistent, growing dividends.

Is it better to invest in domestic or global infrastructure stocks?

It's better to invest in domestic infrastructure stocks. According to the White House, the Trump Administration had secured $10.6 trillion in U.S. and foreign investment as of mid-2026. These investments in manufacturing, energy, artificial intelligence (AI), data centers, and other sectors will drive the need for significant infrastructure investment in the coming years.

Is it better to invest in infrastructure ETFs or individual stocks?

The decision to invest in infrastructure ETFs or individual stocks is personal. Infrastructure ETFs can provide you with broad exposure to the sector. Individual stocks, on the other hand, enable you to make a more targeted investment in a company you believe will outperform other infrastructure stocks. Either option has underperformance risk. Infrastructure ETFs can underperform a top infrastructure stock, while picking the wrong infrastructure stock can cause you to underperform the infrastructure trend.

5 Best Infrastructure Stocks for 2026 and How to Invest

By Matthew DiLallo – Updated Jun 7, 2026 at 2:03 PM EST | Fact-checked by Frank Bass

Key Points

According to the American Society of Civil Engineers, the U.S. needs to invest over $3.5 trillion by 2033 for transportation upgrades alone.
Private firms are increasingly financing infrastructure, offering investors with opportunities to capitalize on infrastructure spending.
Swiss Re estimates that global infrastructure investment needs will exceed $80 trillion through 2040.

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Ticker Information Table
Name and ticker	Market cap	Dividend yield	Industry
Brookfield Infrastructure (NYSE:BIPC)	$5.5 billion	4.28%	Gas Utilities
Enbridge (NYSE:ENB)	$123.0 billion	4.92%	Oil, Gas and Consumable Fuels
American Tower (NYSE:AMT)	$90.4 billion	3.55%	Specialized REITs
Caterpillar (NYSE:CAT)	$416.5 billion	0.67%	Machinery
Fluor (NYSE:FLR)	$6.6 billion	0.00%	Construction and Engineering

Data as of Jun 8, 2026. Showing 5 of 5 total entries.

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1. Brookfield Infrastructure

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NYSE: BIP

Brookfield Infrastructure Partners

Today's Change

(-0.59%) $-0.23

Current Price

$38.80

Key Data Points

Market Cap

$18B

Day's Range

$38.70 - $39.49

52wk Range

$29.63 - $40.32

Volume

583K

Avg Vol

949.3K

Gross Margin

27.04%

Dividend Yield

4.56%

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Brookfield Infrastructure (BIP -0.59%) (BIPC -0.67%) is a major beneficiary of the trend in government entities increasingly transferring ownership of infrastructure assets to the private sector to fund new investment. Brookfield holds a diversified, global portfolio of infrastructure companies. It’s a leader in owning, operating, and acquiring transportation, midstream energy, utility, and data infrastructure. Of note, its data infrastructure investments (semiconductor fabrication, data centers, power solutions, and equipment leasing) put Brookfield in a strong position to capitalize on the $7 trillion AI infrastructure investment megatrend.

Brookfield Infrastructure has a long history of increasing its dividend payments and outperforming the S&P 500 (^GSPC -2.64%). The company expects to boost its dividend by 5% to 9% annually over the long term, fueled by more than 10% annual funds from operations (FFO) per share growth. That makes it likely to continue paying a higher-than-average dividend yield. It has multiple growth catalysts, including inflation-linked rate increases, volume growth as the global economy expands, capital investments, and acquisitions.

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2. Enbridge

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NYSE: ENB

Enbridge

Today's Change

(-0.76%) $-0.43

Current Price

$56.31

Key Data Points

Market Cap

$123B

Day's Range

$56.30 - $57.05

52wk Range

$43.59 - $58.45

Volume

Avg Vol

4.6M

Gross Margin

30.95%

Dividend Yield

4.92%

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Enbridge (ENB -0.76%) is one of the leading energy infrastructure companies in North America. It operates oil and gas pipelines, other midstream assets, and natural gas utilities. The company also has a sizable renewable energy business.

Enbridge has increased its dividend for 31 consecutive years. Despite the shift toward cleaner alternative energy sources, it’s still growing. The company estimates it can increase its cash flow per share at a 3% compound annual rate through 2026 and by 5% thereafter, putting Enbridge in a strong position to continue increasing its high-yielding dividend. The company has a multi-billion-dollar backlog of growth capital projects underway that it currently expects to complete through the early 2030s.

3. American Tower

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NYSE: AMT

American Tower

Today's Change

(0.11%) $0.21

Current Price

$194.12

Key Data Points

Market Cap

$90B

Day's Range

$193.02 - $196.08

52wk Range

$165.08 - $234.33

Volume

135

Avg Vol

3.2M

Gross Margin

54.86%

Dividend Yield

3.55%

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American Tower (AMT +0.11%) is one of the largest infrastructure-focused real estate investment trusts (REITs). The company enables mobile data and voice transmission by operating large communications towers worldwide (nearly 150,000 sites). This infrastructure is crucial for enabling 5G network expansion. American Tower also has a highly interconnected U.S. data center platform.

American Tower sees a long-term investment opportunity to build and acquire additional communications and data infrastructure. The infrastructure REIT expects these investments to steadily increase its cash flow and support a growing dividend.

4. Caterpillar

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NYSE: CAT

Caterpillar

Today's Change

(-3.81%) $-35.79

Current Price

$904.69

Key Data Points

Market Cap

$417B

Day's Range

$901.71 - $932.75

52wk Range

$353.93 - $946.83

Volume

176

Avg Vol

2.5M

Gross Margin

31.90%

Dividend Yield

0.67%

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Caterpillar (CAT -3.81%) is a leading global manufacturer of construction and mining equipment, diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. The company's products make it a prime beneficiary of increasing global infrastructure spending. It had a record backlog at the end of the first quarter of 2026, providing it with a strong foundation for continued growth.

The industrial company has a long history of creating value for shareholders. Caterpillar has paid a dividend every year since its formation in 1933 and has increased it for 32 consecutive years. This trend should continue, given the growing need for equipment to build and maintain global infrastructure.

5. Fluor

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NYSE: FLR

Fluor

Today's Change

(-5.65%) $-2.85

Current Price

$47.56

Key Data Points

Market Cap

$6.6B

Day's Range

$46.75 - $50.12

52wk Range

$37.62 - $57.50

Volume

104.2

Avg Vol

2.7M

Gross Margin

-162.66%

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FAQ on investing in infrastructure stocks

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About the Author

Matt DiLallo has been a contributing Motley Fool stock analyst specializing in the energy, industrials, and real estate sectors since 2012. He also covers dividend-paying stocks, pre-IPO companies, ETFs, and other investing topics. He holds an MBA from Liberty University.

TMFmd19

@MatthewDiLallo

Matt DiLallo has positions in American Tower, Brookfield Infrastructure, Brookfield Infrastructure Partners, Brookfield Renewable, Brookfield Renewable Partners, Clearway Energy, Crown Castle, Enbridge, Kinder Morgan, and NextEra Energy. The Motley Fool has positions in and recommends American Tower, Caterpillar, Crown Castle, Enbridge, Kinder Morgan, and NextEra Energy. The Motley Fool recommends Brookfield Infrastructure Partners, Brookfield Renewable, and Brookfield Renewable Partners. The Motley Fool has a disclosure policy.

5 Best Infrastructure Stocks for 2026 and How to Invest