Global Utilities Have Outperformed the Market Throughout Most of 2025. Here Are 3 Stocks Every Investor Should Know About.

After a recent pullback in the utilities sector, the piece highlights three dividend-rich, growth-oriented names: Brookfield Infrastructure (BIP/BIPC) offers diversified global infrastructure exposure (25% of FFO from utilities) with a record backlog, low commodity sensitivity (~5% of FFO) and a 4.9% distribution yield; Enbridge (ENB) delivers scale and cash-flow resilience with 29,104 km of crude and 112,879 km of gas pipelines, ~9.3 Bcf/d delivered to 7 million customers, a ~5.9% forward yield, 30 consecutive years of dividend increases and about $50bn of visible growth through 2030; and Evergy (EVRG) is a regional Kansas/Missouri utility that has outperformed YTD, trades at a reasonable forward P/E of 17.1 vs. 18.5 for the utilities sector, yields 3.8% with 22 years of consecutive increases, and has growth upside from substantial data-center demand in its service territories.

Analysis

Utilities outperformed most of 2025 but have recently pulled back, creating potential entry points while sentiment remains moderately positive and the market-impact score is low. The article highlights three dividend-oriented names that combine income and growth, suggesting the sector's recent weakness may be more cyclical than structural.

Brookfield Infrastructure (BIP/BIPC) offers diversified, global infrastructure exposure with roughly 25% of FFO from utilities, a record backlog of capital projects, a 4.9% distribution yield and only about 5% of FFO sensitive to oil and gas markets, supporting distribution stability. Enbridge (ENB) provides scale and cash-flow resilience with 29,104 km of crude pipeline (transporting ~30% of North American crude), 112,879 km of gas pipeline (transporting ~20% of U.S. gas), roughly 9.3 Bcf/d delivered to 7 million customers, a 5.9% forward yield, a 30-year dividend increase streak and ~$50 billion of visible growth to 2030.

Evergy (EVRG) is a regional Kansas/Missouri utility that has outperformed year-to-date, trades at a forward P/E of 17.1 versus 18.5 for the utilities sector and 23.2 for the S&P 500, yields 3.8% with 22 consecutive years of increases and a recent 4% hike, and cites data-center-driven growth in its territories. The article discloses the author holds positions in all three names and the Motley Fool has recommendations and positions in several mentioned issuers, a relevant conflict to factor into interpretation of the bullish framing.

Key Decisions for Investors

• Consider initiating or adding to Brookfield Infrastructure exposure for diversified infra growth and a 4.9% distribution, while monitoring FFO backlog conversion and the low (~5%) commodity sensitivity
• Prefer Enbridge for core income allocation given its 5.9% forward yield, 30-year dividend growth track record and ~$50 billion of visible growth to 2030, but monitor execution on growth projects and regulatory/operational developments
• Treat Evergy as a selective buy or hold given its below‑sector forward P/E (17.1), 3.8% yield and data-center tailwinds in Kansas/Missouri, while hedging for regional concentration risk and watching near-term earnings guidance
• Use the recent utilities-sector pullback to phase entries rather than front‑load positions, and factor in the author and Motley Fool disclosures when weighting conviction in these buy arguments