TSE:BCE

BCE Inc. (BCE.TO)

30.20
+0.12 (0.40%)
as of Jul 27, 2026, 1:53:08 pm Market Open.
2008 watching
0
Investor Insights
star iconJul 27, 2026, 12:00 am

This summary was created by AI, based on 44 opinions in the last 12 months.

BCE Inc. is viewed as a mixed investment opportunity among analysts, with a strong emphasis on its stable dividend yield and defensive characteristics. The recent dividend cut has made the payout ratio more sustainable, allowing better allocation of funds towards growth initiatives, particularly in AI and data center operations. However, analysts acknowledge significant competitive pressures from companies like Starlink and increasing competition in the wireless market, which complicate growth prospects. Many experts regard BCE as a defensive play primarily offering income rather than capital appreciation, indicating caution in the face of slow earnings growth and mounting competition. Overall, while BCE has made strategic moves to strengthen its core business and diversify, the current market environment makes it less appealing for growth-oriented investors.

consensus icon
Consensus
Cautious
valuation icon
Valuation
Fair Value
review icon
Similar
Telus, TU
SELL
Now that they have announced they are going to become a trust, he doesn't see much upside in it. All the good news is already in it.
COMMENT
Telus (T-T) and BCE (BCE-T) are converting into trusts. What is going on with Telus as far as their payout ratio goes looks very attractive and there is probably better growth prospects. Would opt for Telus between the two.
PAST TOP PICK
(A Top Pick Sept 26/05. Up 8.2%.) Continuing to evaluate it.
TOP PICK
Should be able to get an 8.5% yield. Once it converts, if you go to $35/36.
DON'T BUY
This company was overvalued. He has a model price of $27. There is an increase in the model price because analysts are now getting the taxes out of the income. A -16% differential.
BUY ON WEAKNESS
There may be a further pullback because of fears the government might interfere with the tax structure of income trusts. $32 would be a good price.
WATCH
Has engineered a restructuring for the last 24 months or so and are now converting to a trust. Would wait to see how it looks down the road.
TOP PICK
(A Top Pick June 7/06. Up 15.9%.) Going forward towards the income trust, the stock will drift back up into the mid $30’s. The trust will give you better than an 8% yield.
BUY
Nice defensive stock. Technically, it has been in a range. Hasn't done much in the past year. Has broken out on speculation of becoming a trust. Has just announced it will become a trust. Technically, it could trade up to $34-$35.
DON'T BUY
Has a telephone business that is going to be gradually weakening long-term.
BUY
This stock was unloved for a long time. Dividend is good. Balance sheet is looking better. It is a very stable stock to hold during troubled times. Recommends holding if you own and buying if you don't.
DON'T BUY
On his watch list. This is not one he is close to owning. They are making a lot of changes and is certainly worth watching.
HOLD
Disappointed in the company. Although it has a high yield, he had been looking for an exit point. There is now a possibility of becoming an income trust which would move it up to $35/36.
HOLD
Had a nice pop which is solely related to Telus (T-T) announcing its conversion to an income trust. Shareholders of this company are hoping it will do the same.
HOLD
Prefers Telus (T-T). They spun off Bell Atlantic as an income trust but doesn't think they will turn themselves into a trust.
Showing 1,606 to 1,620 of 2,252 entries