Freehold Royalties Ltd (FRU.TO) Buy, Sell or…

Home

Daily Stock Opinions and Ratings

Freehold Royalties Ltd (FRU.TO)

17.19

+0.07 (0.41%)

as of Aug 14, 2026, 8:00:00 pm Market Open.

552 watching

Investor Insights

Aug 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

Hold

Valuation

Fair Value

Similar

WCP

STRONG BUY

It had a roller coaster ride over the last five years but is running on all cylinders right now. They would benefit immensely from rising commodity prices such as energy. They will be able to increase dividends.

BUY

PSK has a great long-term land position, tilted toward natural gas which should benefit them in coming quarters. Performance was especially poor in the downdraft, as it had been a darling. Cut dividend. He owns FRU instead, a bit smaller and has returned their dividend, and they have catalysts with acquisitions south of the border. Both names will do well, but he prefers FRU.

PAST TOP PICK

(A Top Pick Jul 02/21, Up 7%) Upside has just started. The most compelling royalty player on the market. CEO doing a great job. See his Top Picks.

TOP PICK

Compelling upside. Sleep at night, great company. Lesser known. Similar to a small cap version of PSK. No production costs, and they put up no capex. They just collect royalties from drilling. Riskless, cheap. Undervalued. Yield is 5.56%. (Analysts’ price target is $13.75)

PAST TOP PICK

(A Top Pick Sep 18/20, Up 167%) Gives you good exposure to the commodity price without taking on exploration risk. The stock was mispriced when he recommended it. Has done a series of acquisitions.

TOP PICK

Owns lands where oil and gas is produced. Deals in good parts of the Permian. Excellent dividend record, and now it's almost where it was pre-pandemic. No debt. Should see more dividend increases, more acquisitions, with lower capital intensity. Buy below $9, be happy for a number of years. Yield is 6.51%. (Analysts’ price target is $12.63)

PAST TOP PICK

(A Top Pick Aug 06/20, Up 114%) Was still emerging from the covid sell off last August. The royalty structure gave them the opportunity to give meaningful dividend increases. The CEO changed. The goal is to maximize upside capture right now and this does not hit his objectives right now. Wants something with more upside potential.

TOP PICK

Very compelling investment with double digit cashflow yield. 15x earnings with a 5% dividend yield. Should go up a lot in the near term. (Analysts’ price target is $18.00)

PAST TOP PICK

(A Top Pick Mar 20/20, Up 77%) Picked it again for top pick. Biggest holding in his portfolios. Very undervalued company in the oil and gas area. Generates huge amounts of free cashflow with 5% dividend. Trades at half the valuation of other royalty companies.

DON'T BUY

Safe dividend? It's safe. We'll see what mark on the dividend the new CEO will do. They just added acreage in the U.S. Valuation is 10x, a discount to Prairie Sky. Sees 40-50% upside based on $60 oil, however, he's looking for 100% upside after this harsh oil bear market. The yield will likely rise by 50%.

PAST TOP PICK

(A Top Pick Jan 06/20, Down 23%) All energy stocks were painted with the same brush. Dividend should be raised in Q1 or Q2. Things have stabilized, management has changed and should be more dynamic. Worth a look at these levels.

WAIT

It was a past pick. He trimmed half his position today to buy Enerplus and another company. The CEO and board are quite timid when they should be more aggressive. They cut the dividends by 71%. There is no exploratory risk and is one of the more defendable business. A new CEO must be more aggressive.

TOP PICK

They own land and people pay them to drill on it. The stock has fallen just as much as other names in the energy sector. There was a change in CEO who may be able to communicate better than the last one. Trading at a massive discount. (Analysts’ price target is $6.17)

TOP PICK

A new name for them. It has sold off along with the other oil and gas companies, despite lower risk levels. They cut their dividend by 71%. They can triple dividend and still have free cashflow to grow production. (Analysts’ price target is $6.04)

HOLD

He does thinks the dividend is at risk (40-60% cut). FRU-T cut their dividend in 2014 and did raise it back up as conditions improved and he expects FRU-T to do it again now. The best capitalized companies will thrive. He expects them to survive this downturn. He is looking to average down and get his weighting back up.

Showing 91 to 105 of 299 entries

Most Recent Experts

Bill Baruch, Founder, Blue Line Capital

Blue Line Capital

Richard Orrell

RN Croft Financial Group

Stan Wong

Private Wealth Management, ScotiaMcleod

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

The Weekly Buzzing Stocks by Billy Kawasaki

Stockchase

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Freehold Royalties Ltd (FRU.TO)