TSE:BCE

BCE Inc. (BCE.TO)

30.06
-0.02 (0.07%)
as of Jul 27, 2026, 8:00:00 pm Market Open.
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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.

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Consensus
Cautious
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Valuation
Fair Value
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BUY
The telco sector is facing brutal competition. She is evaluating to see if she wants to add to her existing positions. The appeal is the dividend of 5% which is equivalent to a 7.5% bond yield on an after-tax basis. They are refocusing and getting rid of some of their assets.
HOLD
A value stock and as long as it is meeting your criteria of dividend yield and buyback activity, it is a hold.
WAIT
Reporting tomorrow. If they do not announce a spinning off of some of their rural telephone lines into an income trust, or buying back shares, or declaring a special dividend, the stock will drop giving you a better entry point.
BUY
Expects that the dividend will likely go up but it won't go up at a rapid pace. It's a relatively slow, mature business. It's fighting competition.
HOLD
Looking for an announcement regarding spinning off rural telephone lines into income trust which should create some value for them. Getting about 5% yield.
BUY
They have a lot of cash and everyone is wondering what they are going to do with it. They are supposed to be coming out with a strategy in February. Long-distance continues to be a significant declining business. Hard line phones will also be declining. Cellular is the growth business. At this price, it’s a good dividend play.
TOP PICK
Has reduced its holdings from 70% to 20% of B ell Globe Media. Has also sold off its CGI holdings. This gives them $2.5 billion which they can use to buy back shares or raise the dividends. A 4.75% yield.
DON'T BUY
Has been pretty flat for a year or two. This goes back to the telecommunication problems in the industry. There is tremendous competition. Tremendous liquidity. They are still an A rated Bond so the dividend will probably stay in place. There will be pressure over the next 2/3 years to keep the dividend going.
WEAK BUY
Has not liked this stock from many years, but at this level, the yield is becoming very attractive. Feels that the worst is over for the telecoms.
BUY
Holds this one in his dividend fund. Cheap. They do have assets that are not valued properly in the market. They have some things that they can sell or trust out. The dividend at 5% is as juicy as they get. Definitely a value stock.
BUY
Really cheap. With the CGI and Globe Media sales, they are cash rich. It trades at a holding company discount. As they pare themselves down to a pure telecom company, the holding company discount should disappear. You get a superior dividend yield. Sees it going back over $30.
DON'T BUY
The recent run up pushed a lot of stocks out of fair market value and then fell back again. Too early to be seriously looking at this stock, or the banks, or a number of the interest sensitive stocks.
BUY
Starting to get interested in this one as the yield goes up. Telco’s around the world have been poor performers and he thinks that’s going to come to an end soon.
DON'T BUY
Has some concerns. A lot of competitors are nipping at their heels. Everyone is getting into the legacy markets that they have dominated.
WEAK BUY
They are in a tough spot. There is a lot of competition in new technology that is making it difficult for them.
Showing 1,681 to 1,695 of 2,252 entries