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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Similar
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PAST TOP PICK
(A Top Pick Nov 5/08. Down 22%.) Recommended it because he was betting that the takeover by the Teachers would go through. He is neutral on it now. 6.2% dividend is safe but you'll have to wait for capital gains.
COMMENT
Increased dividends by 5% twice since the Teachers deal fell through. Over the last 5 years the dividend is actually down about 8%. Thinks management is doing a good job. Cutting costs, reorganizing management and getting more aggressive on the wireless side. 6.5% yield. Could be 5%-10% capital appreciation also.
DON'T BUY
Finding some support on its 50 day moving average. Has been in a sideways trading range and has been trying to break out. 6.2% dividend is probably safe but stock has to break out of its containment and he doesn't see that happening.
TOP PICK
New management issuing some intelligence. Over 6% yield, which is safe. Good place to park your money. Doesn't see a huge amount of earnings growth potential, he is more interested in the dividend.
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.
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