TSE:KEY

Keyera Corp (KEY.TO)

58.26
-0.09 (0.15%)
as of Jun 26, 2026, 1:53:29 pm Market Open.
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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
Volatility is in the producer. Toll booth type of business. It is harder to find these at this valuation. Thinks he will get 8-10% return.
COMMENT
Been paring his holdings a bit because it has become fairly valued at this point. Will be able to benefit from a lot of growth in the next 2-3 years with big increases in drilling in Western Canada for conventional/unconventional gas. Also oil sands production will be doubling in the next 20 years.
BUY
Just increased their dividend by 6%. Have done a superb job of growing the company. The secret sauce in all of these companies is the ability to extract liquids from natural gas, which sell for the price of oil.
HOLD
Great company with good assets. They are more in the midstream gas plants, which has really been the place to be for the last couple of years.
BUY
Loves this one. Just increased the dividends. Spectacular earnings. One of the best management teams in Canada. Have a lot of growth in front of them. 4.6% yield.
PAST TOP PICK
(A Top Pick Feb 16/11. Up 31.32%.)
BUY
Natural gas processor and its byproducts. They are in a very good spot. Feels there is even more room even though it has hit 52-week highs. They benefit from a low natural gas price and the byproducts. Could see $55 in the next 1-1.5 years. Yield of 4.2%.
HOLD
Can definitely continue paying the 4.5% yield. Everything is working pretty well for them right now and he is positive on energy so feels this will continue.
PAST TOP PICK
(A Top Pick Feb 16/11. Up 27.67%.)
PAST TOP PICK
(A Top Pick April 5/10. Up 75.16%.)
PAST TOP PICK
(Top Pick Jun 28’10, Up 65.51%) Second biggest weighting in his biggest portfolio. Best part of business is the stripping of gas liquids out of the gas and get a good spread doing so. Oil sands production will double over the next 10 years. 4-5% yield. Predictable, long life asset. Would buy it today.
PAST TOP PICK
(A Top Pick Feb 16/11. Up 18.3%.) Provide condensate into the oil sands.
PAST TOP PICK
(Top Pick May 25/10, Up 72.94%) Smart management. Raised dividend. Generates a lot of free cash flow. He trimmed some because it did so well. You can hold it for the dividend but not a lot of upside.
PAST TOP PICK
(A Top Pick April 5/10. Up 59.11%.) Gas processor. Still likes. Paying out about 60%-70% of their cash flow as dividends.
PAST TOP PICK
(A Top Pick April 5/10. Up 59.11%.) Gas processor. Still likes. Paying out about 60%-70% of their cash flow as dividends.
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