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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ENB,ENB
BUY
Likes it. One of his larger holdings. A solid name and he is impressed with management. Good storage facilities. They are right in the sweet spot.
BUY
(Market Call Minute) Process gas and store various products. Have pipelines, 44% payout ratio not including special distribution
BUY
Extremely well managed and should continue to deliver good results. If looking for good, solid income in pipeline and midstream gathering space, this one and Inter Pipeline (IPL.UN-T) would be his top 2 picks. 7% distribution should be safe.
PAST TOP PICK
(A Top Pick May 20/09. Up 48.87%.) Should continue to grow.
BUY ON WEAKNESS
Midstream natural gas processor. Will have to convert to a corporation but management has indicated the dividend will remain at $1.80 for the next 5 years. This will be a dividend tax credit that will be more attractive. Not a tremendous amount of upside the nice dividend.
PAST TOP PICK
(A Top Pick Nov 28/08. Up 56%.) Still a Hold.
TOP PICK
Strong management. Great track record of creating value. High quality assets and strong market position. Gathering/processing side has good exposure to sour gas where most drilling is taking place. Also into natural gas liquids infrastructure, which is starting to pay dividends. Marketing side can be a little volatile but without much downside. 7.8% yield should continue after conversion.
BUY
Possibly will be able to retain distributions after 2011.
BUY
8.3% distribution and a recent $0.22.5 special dividend. Well managed. Good growth.
TOP PICK
A bit of a defensive name. Good place to be at this critical juncture of the market. Has outstripped most other energy infrastructure companies since 2005. Distribution of about 9% with a payout ratio of less than 50%.
BUY
Recently gave guidance that they will be able to supplant and maintain current level of distributions in 2011. Strong businesses of 1) sour gas gathering and processing 2) transportation/storage and 3) energy marketing. Balance sheet is in good shape. 9.1% yield.
BUY
They clean up gas that comes out of the ground so we can go into pipelines. Not commodity price dependent. Doesn't see them doing any cuts in distributions.
BUY ON WEAKNESS
More cautious on natural gas than on oil, particularly through summer months. This company is a little protected from gas prices as they are more focused on sour gas, which is more stable. Also have an energy marketing, which had a blowout quarter although the outlook for the rest of the year is more muted. Would be a little cautious on entering right now. Pay out is quite reasonable. If you are patient, a great long term hold.
TOP PICK
Midstream handler of natural gas. It processes, stores, sells and sells associated liquids. Well managed and management owns a significant part. Conservative company with good income.
BUY
Takes natural gas as it comes out of the ground and cleans out all of the contaminants, water, etc. Also have a natural gas liquids marketing arm, which is more volatile. Very nice utility kind of situation.
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