TSE:BCE

BCE Inc. (BCE.TO)

32.57
+0.11 (0.34%)
as of Aug 14, 2026, 8:00:00 pm Market Open.
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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.

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Consensus
Hold
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Valuation
Fair Value
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RCI.B
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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