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 drawn mixed reviews from experts, with many suggesting it is consolidating as a defensive and income-generating play due to its high dividend. Recent challenges include a significant dividend cut and increasing competition from tech advancements like Starlink, which has adversely affected its market performance. While the company is seen diversifying its revenue streams, particularly towards AI and data center infrastructure, concerns around long-term growth persist. Analysts view the current environment as less favorable for telcos amid rising interest rates and competitive pressures. Despite these factors, some experts are optimistic about BCE's potential to stabilize and gradually recover as market conditions improve and cost-cutting measures take effect.

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Consensus
Neutral
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Valuation
Fair Value
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PAST TOP PICK
(A Top Pick May 25/09. Up 36.86%.)
PARTIAL SELL
Has had a wonderful move in the last little while. If you own, you could take the opportunity to lighten up a little. Has a good yield, which supports the stock on the pullbacks.
PAST TOP PICK
(A Top Pick May 19/09. Up 35%.) They have the capacity to keep raising the dividend. Their land line is a huge cash machine and at the same time they're making good penetration in Internet and wireless.
PAST TOP PICK
(A Top Pick June 5/09. Up 22.7% excluding dividends.) If it goes up to $35 he will probably take some profits. Buying for yield.
BUY
(Market Call Minute.)
PARTIAL SELL
You have to look at this as almost a preferred share. Doesn't see significant upside momentum. Long-term, you could probably get a few more dollars a share of it. If you made a lot of money, consider selling half and keeping the rest for dividends.
BUY
Core holding of his. Likes what they are doing – cutting costs spending on wireless so they compete better with Rogers. Increased dividend twice in 12 months. Thinks there is enough room for the new competitors that survive. BCE is his preference of the telecoms.
BUY
Stock had a great move from the beginning of the year, so expects there was profit taking, which caused the drop in the price. Good yield. Under $30 is a good entry point.
DON'T BUY
Very little growth in the telcos. Came close to his target of $30 so he sold his holdings.
BUY
Exiting its consolidation level that it created in 09 and starting to trend upwards and making new highs. Yield of above 5.74%. Likes the sector. Can see $32 before year-end and as a downside $28.50. (See Top Picks.)
COMMENT
Have been very successful in cutting costs. Very nice, safe dividend yield, which they have been raising. She prefers cable to telecom because they have their subscriber base behind them along with growth in wireless.
TOP PICK
4.35% Series AG preferreds. One of Canada's leading communication companies. Safe play because you have protection of the dividend yield and any cut would have to come off the common shares first. Rate is fixed for a certain term and then can float in you some protection against rising interest rates.
COMMENT
Have increased dividends a couple of times and payout ratio would indicate there is still room for more increases. Their business is under a fair bit of competition in prices and new competitors. Attractive dividend.
TOP PICK
Almost 6% yield and has great ability to increase its dividend. Trading at about 12% free cash flow yield.
PAST TOP PICK
(A Top Pick March 9/09. Up 35.9%.)
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