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
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).
COMMENT
Versus BCE preferred. Unless there is a specific need for income you should always go to the common because you have some capital gains opportunities and the yield is comparative. Prefers Rogers (RCI.B-T) and Shaw (SJR.B-T).
BUY
Good defensive name. Going through a turnaround. Will be buying back shares and increasing dividends.
BUY
Strong balance sheet. Have been buying back stock. Wonders about the impact when new wireless players come in. 6% yield. If you are looking for income, not double-digit growth, this is a good investment.
COMMENT
Midterm bonds yielding about 7%? Doesn't own any Telcos. Feels they are very highly regulated so there's not a lot of upside. However, this one short-term at 7% is okay but feels there are better places to be.
TOP PICK
Has under performed the banks, which is a surprise. 6.3% yield. For people who are really uncomfortable with the market. Some day it will get a bit more respect.
BUY
Likes it at this price. New management is doing a lot of the right things. 6.5% yield. Low multiple.
DON'T BUY
Would focus more towards the wireless space such as Telus (T-T) or Rogers (RCI.B-T). Seemed to lose their focus during the Teachers Pension bid so this is not one of his favourites.
BUY
Valuation is cheap. Dividend is safe. Throwing off excess cash. Likes management.
TOP PICK
Has stripped down the management and is fighting back again just Rogers (RCI.B-T). Running it much more effectively. 6.5% dividend. Could very well do something with another cable company in order to get national geographic reach.
PAST TOP PICK
(A Top Pick May 15/09. Up 1.7%.) 9% free cash flow is attractive. Yield of about 6%. Stable business. Have been cost cutting and buying back shares. Recently did debt offerings that have been lower than what they’ve been in the past.
BUY
Really likes it at these levels. Good dividend and it seems safe. Trading close to or below book value. Management seems to be getting their act together.
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