TSE:KEY

Keyera Corp (KEY.TO)

58.45
+0.10 (0.17%)
as of Jun 26, 2026, 5:23:18 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
HOLD
Has had a huge run so is probably more of a hold.
PAST TOP PICK
(A Top Pick Nov 25/09. Up 83.18%.)
HOLD
Core business is in good shape and growing. Likes management very much.
HOLD
It is probably close to fully valued. They take Natural Gas from the well and scrub out the impurities. It is a stead business and does not depend on the price of the Natural Gas. Good steady yield and a good business. With inflation, a steady yield gradually reduces in value. A good alternative to bonds in a non-taxable account.
BUY ON WEAKNESS
Process natural gas and store natural gas liquids such as propane, butane condensate. Good management. Just raised their dividend and he expects future dividend increases.
TOP PICK
Mid-stream natural gas operator. A variety of different businesses, but the one that he is most excited about is the condensate business. Great way to play increased activity in the oil sands. Condensate is what they use to mix with heavy oil to dilute it so it can flow in the pipeline. Good stable growth company.
TOP PICK
Mid-stream gas processor. All their plants are where there is gas production. Benefiting from natural gas liquids, which are linked to oil prices rather than gas prices. Payout ratio is low at about 60%. Good chance they could increase the 5.1% yield.
BUY
Really likes it. You pick up a great yield on very predictable business. Continue to add assets that allow them to continually raise the payout in the future. They are really good operators.
BUY
Well managed and should do pretty well. Doesn't expect they will have a large cut in their distributions when they convert. 5.8% yield.
PAST TOP PICK
(Top Pick Nov 3/09, Up 64.68) Hasn’t sold any.
TOP PICK
Midstream company that does processing and transporting of natural gas. Have been extremely good at identifying growth areas. About 6.5% yield and payout ratio is only about 65%. Converting to a Corp in July. Good management. Also have exposure to oil sands by supplying solvents for bitumen.
PAST TOP PICK
(Top Pick Nov 3/09, Up 40.14%)
TOP PICK
Have storage for Natural Gas. Nice dividend after conversion to corporation. Clean natural gas for a fee. Chemicals for oil sands.
PAST TOP PICK
(A Top Pick Nov 3/09. Up 34.63%.)
TOP PICK
Midstream gas processor. When they convert, they don't have to cut the 7% distribution because their payout is about 65%. With that payout they will still be able to give organic growth.
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