TSE:KEY

Keyera Corp (KEY.TO)

58.46
+0.11 (0.19%)
as of Jun 26, 2026, 5:32:14 pm Market Open.
549 watching
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Investor Insights
star iconJun 26, 2026, 12:00 am

This summary was created by AI, based on 13 opinions in the last 12 months.

Keyera Corp (KEY-T) has garnered a mixed yet generally positive outlook from various experts. Many commend the recent Plains acquisition, emphasizing its potential to drive growth through 2030 and enhance cash flows, positioning Keyera favorably in the energy infrastructure sector. The company is viewed as a strong player in the midstream natural gas market, with stable cash flows and a decent dividend yield. However, concerns linger regarding the ongoing probe into its proposed acquisition and its exposure to oil price fluctuations. Experts highlight the firm's growth potential, particularly with LNG projects ramping up in Canada, suggesting a bright future bolstered by stable management and solid acquisition strategies.

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Consensus
Positive
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Valuation
Fair Value
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Similar
ENB,ENB
TOP PICK
Midstream infrastructure space. Strong management. Very high quality assets. Very strategic in being able to go end to end on the NGL value train. Will benefit from the continued focus on NGL’s great track record. Strong balance sheet. A sustainable and growing dividend.
TOP PICK
Had a rough start to the year. It says that there is a buying opportunity. Takes dirty gas out of the well and cleans it to send it to your house. Low price of Gas only mean they may clean more of it. Not a commodity play. Dividend is going to rise.
COMMENT
Best in class in energy infrastructure. With the stock being up 49% last year, he was actively reducing his weighting. Q4 was a disappointment last year and Q1 is going to be a rough quarter. There has been a sharp drop in propane prices.
BUY ON WEAKNESS
Their mid stream business is a great margin business. The input is Natural Gas. A Fantastic dynamic. If it drops another couple of dollars he would look at increasing his position.
BUY
(Market Call Minute) Good dividend and have taken a loss, but info is well disseminated.
WEAK BUY
Well-managed company, mid stream assets. Prefers Alta gas.
BUY
Loves it, just bought more. Had a hiccup in their propane but it is not a long-term problem. Thinks it is right on trend.
HOLD
They just did a financing. The fundamentals are quite good. The equity issue was done at a discount to the market to make it successful so it rolled off a bit. The stock still shows some weakness. He has talked about buying some on a pullback.
WATCH
Great asset. Pipelines are paying out dividends. A lot of the exposure came about because of frac spreads. He is staying away from these companies right now because of valuation concerns. Would like to see more accountability in their exposure to NGL margins on account of positive frac spreads and how much is baked into the name.
COMMENT
Recently reported some issues in relation to marketing margins. This is going to be temporary this quarter as well. Their hedges didn't really work for them. Dividend yield is sustainable. Good, longer-term name.
TOP PICK
Fantastic management team. They help companies process natural gas and liquids. One of the by-products of natural gas is propane, whose sales are very seasonal. They keep the propane and market it but because of weather, sales were weak and hedges didn't work out well so it's a good price now. 5% dividend.
HOLD
200 day is still rising so it is still in an uptrend. If you are a long term investor, it’s fine. If a short term investor, you’ve already been in a bit of a correction. It’s back down to the 50, which is trying to roll over.
BUY ON WEAKNESS
Correcting. Not a huge amount of downside as long as they can continue to increase dividend. He is fairly positive on it. Wait until it is 10% down from recent high.
PAST TOP PICK
(Top Pick Feb 16/11, Up 48.13%)
PARTIAL SELL
In an RRSP, he would be tempted to trim some because it has done so well. If you like pipelines, diversify into another one, just don't have too much specific risk. Valuations are getting to the point where it would be pretty normal to see some kind of pullback. If it's over 25% of your portfolio, sell a quarter.
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