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
PAST TOP PICK
(Top Pick Jun 18/09, Up 36%) Thinks dividend will go up on this stock. Possibility of a foreign takeover, which would put it in the $40s. That’s not the only reason to own it.
BUY
Gov’t announced possibility of increased foreign ownership in telecom, which raises the possibility of a takeover. Smart phones are data hogs. Have more bandwidth than Rogers. Bullish on entire telecom space.
COMMENT
Good yield and not too volatile.
BUY
When markets are choppy like they are now, you want to be in something like this. Very conservative and paying a nice dividend. Chart shows an upward trend and is now in a trading range, which he thinks will continue during this period of weakness and will probably move higher in September-October.
BUY
Great company. Management has done a great job of bringing down the costs. Have also looked at the individual businesses to see what the return of capital is. Good growth in wireless. Service side has increased incredibly.
BUY
Good solid holding. Owns but feels Rogers (RCI.B-T) has more growth and dividend growth opportunities.
PAST TOP PICK
(A Top Pick Dec 18/09. Up 15.5%.)
COMMENT
Tempted on this for his income portfolio. Overall earnings are up 12% year-over-year. Coming quarter earnings are expected to be up 24%. Good for income investors but for growth there are better opportunities.
TOP PICK
(A Top Pick March 29/10. Down 4%.) 4.35% Series AG preferreds. If it ever got called out it would be at $25. 5.28% yield.
COMMENT
Caller Sold a Sept Call and a Put and collected about $2. What strategies should he now use? Looks like he will be Called. To go back into the stock, Buy back the $30 Put that you’ve Sold and then Sell another Put at about $32.
PAST TOP PICK
(Top Pick Jun 5/09, Up 34.64%)
PAST TOP PICK
(Past Pick May 19/09, Up 40.85%) Telecoms were a great place to be.
BUY
They complete with Rogers. Still more costs they can cut. Dividend growers.
TOP PICK
Great management and are cutting costs, which are dropping to the profit line. Beat estimates. Wireless growth is decent. Olympics sponsorship really helped their wireless line. A free cash flow machine. Good yield.
COMMENT
Very attractive yield. Good management. Have a lot of cash flow and is using these proceeds to increase dividends, which they have done a couple of times in the last year. She prefers cable.
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