TSE:BCE

BCE Inc. (BCE.TO)

30.37
-0.18 (0.59%)
as of Jul 2, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 2, 2026, 12:00 am

This summary was created by AI, based on 45 opinions in the last 12 months.

BCE Inc. has faced significant challenges in the competitive telecommunications landscape, leading to a recent dividend cut of 56% aimed at funding growth and restructuring efforts, particularly in the AI data center infrastructure sector. Many experts recognize the company's dividend as relatively safe and attractive, citing a yield of around 5%, which is appealing for income-focused investors. However, they caution that the core business is under pressure due to intense competition, and prospects for capital appreciation may be limited in the near term. Some analysts suggest that BCE's strategic moves, including investments in the U.S. and advancements in fiber technology, could lead to long-term benefits, but a turnaround in share price may take time. Overall, while some see potential for stabilization and gradual growth, the general sentiment leans towards caution, with many preferring to approach BCE as a defensive income play rather than a growth stock.

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Consensus
Caution
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Valuation
Fair Value
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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.
BUY
Likes the drip program, especially with a stock like BCE. Will probably move sideways. They will probably raise the dividend.
BUY
Telecoms. Owns most of them and sees descent dividends. BCE increased dividend 6 times since the teachers attempted buy out. This would be his recommendation. Core holding.
PAST TOP PICK
(A Top Pick Feb 15/11. Up 24.51%.) Looking at little bit rich but still yields 5% and management continues to execute very, very well. Had considered having this as a Top Pick.
COMMENT
Telecom stocks have all performed quite well this last year. Thinks this is investors seeking yield and stability of earnings. Current price is over her current target price.
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