TSE:BCE

BCE Inc. (BCE.TO)

32.57
+0.11 (0.34%)
as of Aug 14, 2026, 8:00:00 pm Market Open.
2007 watching
0
Investor Insights
star iconAug 15, 2026, 12:00 am

This summary was created by AI, based on 40 opinions in the last 12 months.

BCE Inc. currently faces significant challenges within a highly competitive telecom sector, leading to a decline in its stock price and a considerable dividend cut of 56%. Experts highlight that while BCE's traditional telecommunications business remains stable, it is under pressure due to competition from alternatives like Starlink and regulatory challenges. Many analysts view BCE as primarily a dividend play, appealing for income but lacking in growth potential. The company's strategic move towards AI data center infrastructure shows promise and could provide new revenue streams, with an aim for $2 billion by 2028. Despite the current struggles, the consensus suggests that BCE has potential for recovery in the long term, supported by its more manageable payout ratio and recent upgrades from brokers indicating institutional interest.

consensus icon
Consensus
Hold
valuation icon
Valuation
Fair Value
review icon
Similar
RCI.B
PAST TOP PICK
4.35% Series AG Preferred (Top Pick Jun 16/10, Up 25.60) Expected it to do well but not this well. It is a unique preferred. It is in a fixed floater, which is not understood well. It came up for a reset in April. You choose between fixed and floating. He stayed with the fixed. Got a bump up in dividend to 4.5%, so people were quote happy.
STRONG BUY
For years he said ‘stay away’. It is one of his core holdings now. Have high yields with predictability. BCE went through a great re-structuring. Stock is behaving remarkably well. Likes the telecom sector.
COMMENT
Nice solid defensive name in a market like this. Capital of side is somewhat muted because it has recovered to the point where the teachers had made their bid. She doesn't see much upside, maybe 5%. Nice yield of 5.5%. Very strong cash flow.
BUY
The big 3, BCE (BCE-T), Rogers (RCI.B-T) and Telus (T-T) are all facing threat of new entrants. This company’s strategy has been consistent and has been picking up and leading in market share in wireless. Extraordinarily strong company for the long term. Good dividend.
TOP PICK
(A Top Pick Feb 15/11. Up 8.52%.) Yielding 5.5%. Good management. Defensive and well run. More than capable of being wily competitors in a competitive market.
TOP PICK
3.65% due May 9/16. Attractive yield. Starting yield higher than Government of Canada means it is likely to have a positive rate of return in the next 12 months.
COMMENT
Earnings aren’t growing very quickly but have a decent dividend. Has new competition in wireless, which will dilute the industry a little. Core businesses are clearly not growing as fast as they used to. You can maybe make a 10% return annually including the dividend. Big money has already been made on this one.
DON'T BUY
They did a large write-off in converting to IFRS. Thinks it’s expensive. Model price $31.28, -18% differential. He thinks it is too expensive. They do have 5.5% dividend. If it comes back to the $37 level he would be interested.
BUY
Chart shows a long upward move from late 2008. Expect it to have a little resistance at the $40 level and then you are looking at the $50-$52 level. Telecom sector is the right space to be in at this time. (See Top Picks.)
HOLD
Likes the sector. Increased dividends twice a year in 2010 and 2011 but probably won’t continue doing that. This year the increase was more than expected. Did a joint venture with Telus (T-T) on the wireless side so are in better competition with Rogers (RCI.B-T).
DON'T BUY
It’s not such a great buy any more for capital appreciation. Thinks they will raise dividend. He thinks other telecoms, such as RCI.B are a better buy. Thinks at some point BCE and Telus will merge if the government permits.
COMMENT
9.25% Strip bond May 15/30? Strip bonds are the most volatile of all fixed income maturities and long term ones are the most volatile because they have no interest payments to shorten the duration. Your entire market value depends on long term interest rates. When rates go up, the value of the strip bonds go down. Consider selling and going into shorter term bonds, depending on your portfolio.
PAST TOP PICK
Recommended on May 28,2010 at $30.67, now at $37.85, total return 30.33% increase. Has done a great job of cost cutting,they have grown their internals,stable, 2 billion in cash flow, dividends have increased 3 or 4 times over the last few years, more room to grow and able to bundle their products which should play out well for them.
TOP PICK
This was a past top pick(May 28 2010) and a top pick today. They have been cost cutting and this has been dripping into the dividends. Opportunity to go up further.
COMMENT
Did a good job of moving into television area. Had a great run. Could go either way on this one. Doesn’t see huge downside risks but at around $40, it’s a little thin for moving higher. Yield is perfectly safe. When the market recovers, as he expects, there may be some rotation out of this type of stock and into things with more upside.
Showing 1,111 to 1,125 of 2,252 entries