TSE:KEY

Keyera Corp (KEY.TO)

57.53
+0.25 (0.44%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 5, 2026, 12:00 am

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

Keyera Corp (KEY-T) has garnered a mixed yet largely positive outlook from various analysts. Many experts appreciate the company's stable cash flows and growth potential, particularly in light of its recent performance and the Plains acquisition, which is seen as a strong catalyst. However, there are concerns about a government probe related to the acquisition and the company's exposure to fluctuations in oil prices, which could impact its market value. While some view Keyera as an appealing investment opportunity in the energy infrastructure sector, particularly with its dividend yield over 5%, questions about its long-term viability and competition from peers like Enbridge and Pembina have been raised. Overall, experts recognize the company's growth trajectory but urge caution given the current market landscape.

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Consensus
Positive
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Valuation
Fair Value
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Similar
ENB,ENB
BUY ON WEAKNESS
Midstream natural gas gathering & processing facility. Their product trades off the oil quote. Pretty good spread there although they have had some hiccups in the marketing. Q3 was lower than expected. Expect there will be a buying opportunity when Q4 results are released and price softens. By under $15.
BUY
A very good name. Very undervalued at this point.
BUY
They gather and process natural gas in Alberta. Also getting into the midstream part of the oil business. High-quality name. One of the better organic growth stories. Low payout ratio.
PAST TOP PICK
(A Top Pick Oct 24/05. Up 21.1%.) No commodity risk. Dirty gas goes in and they clean it. Still likes. 6.8% yield.
BUY
Really likes the midstream assets right now, which they own. Expect there will be capital gains here. Good opportunities ahead of them.
BUY
They gather the natural gas, process it and put it into the pipelines. Dropped when interest rates went up. There is some scheduled maintenance which will put a crimp into earnings. An excellent company with great assets. Good price.
BUY
One of the best names in the mid-stream trust sector.
BUY
Stock has dropped because as interest rates go up on the long end of the curve income trusts in general, become less attractive. There are also some major maintenance expenses. Pretty good value proposition, right now.
BUY
Keyera Facilities have a number of gas plants in the Alberta region. Very well positioned in the market for the supply coming into these plants. It is a well run company. They are focused on the mid-stream of oil and gas spectrum. She believes it is a great place to be. Used to own, but had too much exposure to the mid-stream in their portfolio.
BUY
Not a direct play on oil/gas but you are a beneficiary from all the activity in Alberta.
BUY
Pays around 6%. Has a little bit of growth embedded in it. Their NGL business is doing well. Have just announced an expansion of the sour gas line. Interest rate sensitive.
TOP PICK
All 3 picks tonight are income trusts as the sector has been massively oversold. With the government's white paper, the stopping of getting legal opinions and the fear of rising interest rates people sold them as though they were worthless. Has no commodity risk. Fell as much as 25%. Good price.
PAST TOP PICK
(A Top Pick May 20/05. Up 2% not including distributions.)
PAST TOP PICK
(A Top Pick May 20/05. Up 23%.) Still likes.
BUY
A very well managed company. Focused on the mid stream part of the oil/gas industry. Have a lot of sour gas plants and basically are looking at some of the extraction facilities. Strong niche position. Growth through aquisitions.
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