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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RCI.B
BUY
Likes the 6.2% dividend very much, which is expected to increase over time. Thinks telecoms are ready to break out. (See Top Picks.)
BUY
Has been base building and has managed to get above the 200-day moving average. The whole basing area could very well turn into an upside movement. Good yield of 6%.
BUY
Has had a nice little run. Likes the stock and the new management, which is trying to get the company to be less bureaucratic and more streamlined and growth oriented. Nice yield.
TOP PICK
Fantastic yield of 6%. Doesn't think the stock will go down. Not a growth story but a dividend growth story. Also looks OK on the technicals.
TOP PICK
4.35% Series 17 preferred bond. Trading a little below par. (Stock pays about 6% plus growth!)
TOP PICK
Starting to show better than anticipated results. Very good free cash flow.
COMMENT
Prefers Rogers (RCI.B-T). (See Past Top Picks.)
COMMENT
Surprised that some of these dividend-paying companies have not moved higher. Recently increased their dividend and he thinks it will continue to move up.
PAST TOP PICK
BUY
Over 6% dividend yield. An attractive entry point.
TOP PICK
Nice dividend yield. Not very far away from its BV and has nice Fair Market Value, everything he looks for in a nice defensive play.
COMMENT
Just came out with some decent earnings. Trades at about 3X on a price to cash flow basis. 6.5% yield. Tremendous cash flow but no growth profile. Speculation on a merger with Telus (T-T).
COMMENT
His dividend play with a little bit of growth. Will probably Sell in a year or so if it gets into the high $20's. 6.3% yield.
TOP PICK
Bought this one for the 6.36% yield. Came out with some pretty reasonable numbers and pretty reasonable forecast. Good company and management.
BUY
6.3% dividend is safe. In this whole space, you have to decide if you want income with modest growth such as BCE (BCE-T), Manitoba Tel (MBT-T) or Telus (T-T) or something more adventurous but with a slightly lower yield such as Rogers (RCI.B-T) or Shaw (SJR.B-T).
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