TSE:BCE

BCE Inc. (BCE.TO)

30.08
+0.17 (0.57%)
as of Jul 24, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 26, 2026, 12:00 am

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

BCE Inc. has been facing considerable challenges in a competitive telecommunications landscape, particularly with the advent of Starlink and other market disruptors. While the company recently cut its dividend, the move has led to a more sustainable payout ratio, garnering some support among analysts. BCE is evolving into an AI and data center play, diversifying its business model beyond traditional telecommunications. Despite its defensive characteristics and attractive yield of around 5%, many experts express caution about potential capital growth and the firm's overall future performance in the face of regulatory pressures and rising competition. A consensus emerges that BCE may provide stability and income but also raises concerns about long-term growth prospects in a complex market environment.

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Consensus
Cautious
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Valuation
Fair Value
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RCI.B
COMMENT
Gaining market share in TV and wireless communication. Growing media presence so it is diversifying its revenue and earnings base. Not a high flyer. Attracts the income crowd that wants slow growth.
BUY
Very over valued. Model price of $29.47, 30% downside, but everyone is going for yield and it is over 5%. If he had any smell of BCE doing the wrong thing, it could call to $38 and if it broke that level it would mean lower prices. Otherwise it could be here for a while.
PAST TOP PICK
(A Top Pick June 15/11. Up 18.52%.) Still likes. Very compelling dividend. Stock still has room to run.
BUY
(Market Call Minute.) Cheaper than Telus (T-T) of more expensive than Rogers (RCI.B-T). If you want dividends that grow, this is the one to own.
PAST TOP PICK
(A Top Pick Sept 23/11. Up 10.07%.) Has been making some interesting acquisitions. Good management.
TOP PICK
Went through the last couple of weeks like a trooper. Raised dividend 7 times in the last 3 years, 5.2%. Likes the management. Likes the sports area.
WEAK BUY
More of a hold-for-the-dividend stock. Has a top pick tonight that he prefers in that group.
TOP PICK
This is a macro call. He doesn't think interest rates are going up and they are going to stay low for a long time. All the savers in North America are going to use the proceeds from their maturing bonds, GICs, etc. to find better rates of interest. This company has a decent yield at over 5%.
PAST TOP PICK
(Top Pick May 17/11, Up 13.90%) Incredibly high free cash flow generator. They raised the dividend. Telcos are starting to take market share back from the cable companies. Doing a great job of cutting costs. Are still reasonably valued. They will beat out cable companies over the next couple of years.
PAST TOP PICK
(A Top Pick June 15/11. Up 13.54%.)
BUY
Probably a safe haven where you can park some money. Doesn't see a lot of capital upside. Have done very well at cutting costs and generating cash flow. Have been increasing their dividend and have been buying back stock. Dividend of 5.4%.
BUY ON WEAKNESS
Dividend is okay and he wouldn’t be surprised if there is another small increase. He would like it at around the $38 level. Likes what they are doing on the marketing side. Thinks the deal with Rogers on the Maple Leaf and Blue Jays side will pay off. Feels their fibre optics will give Rogers (RCI.B-T) real difficulty on the cable side. Doesn't see huge growth. You own it for income and he wouldn't be looking for capital gain.
BUY ON WEAKNESS
Great dividend and nearly 5.5%. This stock has always stayed above the 200 day moving average. Cash flow is great. This would be a more defensive part of your port folio.
BUY
If you can find a good quality telecom and hold it over time, GDP growth is about 2% and the telecoms find a way to take 2% of your wallet. Reasonable dividend. Good balance sheet. Reasonable growth profile.
COMMENT
Spending quite a bit of money on their 5 network. Banks are now performing well so there is some competition on yields. Telus (T-T) has been in the news recently regarding the amalgamation of the voting and non-voting shares. Also, there is a bit of profit taking in this sector.
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