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
Pretty fully valued so you will get dividend only with a little bit of growth. A Hold if you want 5% returns.
BUY
Thins telcos will take markets share from cable companies. Fiber to the node or home is taking share from cable companies. They bought Astral. They won’t loose market share in Quebec because of the language barrier. US wont come up there. MBT was cheap but it popped.
BUY
It is a Telco he owns. They keep making acquisitions. Sees dividend increases. Yield is reasonable. A buy and hold.
PAST TOP PICK
(Top Pick Jun 15/11, Up 14.97%) No longer as cheap as it was. Would still own it. 5%+ yield. Management doing an exceptional job. Doesn’t see you getting hurt owning this kind of thing. Competitors will be forced to price their products rationally. Thinks they will acquire some of the other players.
BUY
There will be some capital appreciation, but not a lot. With a 5% yield, even if you get modest appreciation and knowing that you probably have a dividend that will be growing over the years, not a bad entry point.
DON'T BUY
(Market Call Minute.) Very toppy name. Has been a valuation play for people seeking yield. Wireless business has been soft. Would prefer this in the $30's level.
PAST TOP PICK
(A Top Pick Feb 15/11. Up 19.51%.) Likes the Bell Media transaction. Having the content in the pipe is important. Management has done a fantastic job in terms of bringing in costs and growing the company and being innovative. Expects further dividend increases.
TOP PICK
5% yield looks really good compared to bonds. Earnings have kind of stagnated and outlook for 2012 is somewhat flat to very small growth of cash flow generation is amazing.
BUY ON WEAKNESS
Dividend is quite good but the stock got a little ahead of itself. Would like it better at the $36 level. Top rate management.
DON'T BUY
Concerned about longer-term growth prospects. Majority of profits are from wire line profits and more and more people are opting out of having a wire line.
DON'T BUY
Well-managed. Has done pretty well and pays a good dividend. Pretty pricey. Dividend is safe and will gradually grow. There are easier places to make a gain.
HOLD
Had a huge outperformance last year. With a decent yield, the stock moved up a great deal in price. In the last couple of months people have seen an improvement in economic growth and are moving out of the defensive plays. Continues to rank well in his Income Model.
COMMENT
Seem to be making some really good inroads with some of their products. If you own, consider owning Telus (T-T) as a complement to this one.
BUY
Feels people are moving out of the defensives into the cyclicals. Height of fears regarding Europe are behind us at this point. Because of this, these stocks will come off a little bit. However, this is a great cash flow company with over 5% yield. Not a tremendous growing company, probably high single digit. Earnings are moving up.
BUY
Doesn’t know why it went down this morning. Dividend is safe. They know their holders are long term and want income. There is increasing competition in that whole space and something may have happened that put BCE down.
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