TSE:FRU

Freehold Royalties Ltd (FRU.TO)

17.19
+0.07 (0.41%)
as of Aug 14, 2026, 8:00:00 pm Market Open.
552 watching
0
Investor Insights
star iconAug 16, 2026, 12:00 am

This summary was created by AI, based on 14 opinions in the last 12 months.

Freehold Royalties Ltd (FRU-T) is widely recognized for its attractive dividend yield, which is regarded as safe by multiple experts, ranging from approximately 6.3% to 8%. The stock is perceived as a defensive investment, performing steadily even amid fluctuations in oil prices. Many analysts acknowledge its sustainability and potential growth, particularly given its strategic presence in major U.S. drilling areas, especially in the Permian Basin. While there is some caution regarding future oil prices and the cyclical nature of commodities, several experts retain a bullish outlook for the company's trajectory and dividends, suggesting it may not suit those seeking rapid growth but is favorable for income-focused investors.

consensus icon
Consensus
Hold
valuation icon
Valuation
Fair Value
review icon
Similar
WCP
TOP PICK

Excellent business model.
No liabilities with zero well bore liabilities. 
Cheapest energy royalty company available right now.
~7% dividend yield with very low trading multiples.
Very high quality assets. 
Very defensive stock to own. 

PAST TOP PICK
(A Top Pick Jan 26/22, Up 33%)

Dividend plus share price appreciation. Safer, more conservative way to get into oil & gas. Will continue to do well. Yield still over 6%. 

BUY
Oil & gas royalty business that pays out 90% of cash into dividend. Owns shares in the company. Current valuation very attractive with high return on equity. Energy prospects looking very good. Will be a good long term investment.
TOP PICK
~6% dividend very strong with potential to increase. Expecting a good quarter coming forward. Very strong management team that is good for long term shareholders.
BUY
Recent quarter very strong. USA exposure is very good idea. Long term is a strong business. Net cash position with strong balance sheet. Higher energy prices will be good for company. No capital cost risk(doesn't drill oil wells). Very stable dividend yield.
PAST TOP PICK
(A Top Pick Oct 06/21, Up 54%) Super company. Still really cheap, nowhere close to potential. Only pays out half its free cashflow. Likely to see triple-digit oil this winter, so things are looking even better. Close to 7% yield.
BUY ON WEAKNESS
A great business model, royalties in energy. Hold if you own. If not, then wait. Be patient, because geopolitics have caused oil prices to spike but short term could come down.
BUY
Recent miss of Q2 numbers are a temporary miss. Excellent dividend yield with massive opportunities is USA. Large exposure to Clearwater oil play in Canada. 80% upside is expected within the next year.
PAST TOP PICK
(A Top Pick Aug 26/21, Up 66%) A good way to play strong oil prices. Pays an 8% dividend yield and they keep increasing it. FRU is growing in the U.S.
Unspecified
It owns lands being drilled on by others . Great for income.
BUY
Great company if looking for dividend yield (~8% yield). Expecting dividend to be increased more next quarter. Trading at discount compared to other royalty names in the sector. Looking for 2x on share price.
PAST TOP PICK
(A Top Pick Jul 02/21, Up 46%) Still expecting lots of growth in the stock price. Believes market has under priced the stock. Gift to investors. Well managed royalty company with lowest trading multiple in market segment. ~7% dividend yield expecting to rise. Perfect type of asset for retirement.
BUY
Conservative way to enter the oil and gas space. Doesn't have the risks of labour costs, capital, geography. Dividend's up 400% in the last year and they just raised it again. He's still buying. Yield is over 6.45%.
COMMENT
Had a great move so dividend is not as good. Little more earnings volume. Achieves growth by acquisition. Low multiple with a decent payout.
TOP PICK
Stock's run up, but yield is still 6%. Last year, increased dividend 400%, yet stock's up only 130%. Growing royalties by doing deals in the States. If you've missed the run in oil and gas, this is a lower risk way to add exposure. Yield is 5.66%. (Analysts’ price target is $16.20)
Showing 76 to 90 of 299 entries