Keyera Corp (KEY.TO) Buy, Sell or Hold

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Keyera Corp (KEY.TO)

58.35

+1.01 (1.76%)

as of Jun 25, 2026, 8:00:00 pm Market Open.

549 watching

Investor Insights

Jun 25, 2026, 12:00 am

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

Keyera Corp (KEY-T) is viewed positively by several experts, highlighting its solid growth prospects and stable cash flows derived from its midstream operations in the natural gas sector. The recent Plains transaction is noted as a potential catalyst for future performance, with some analysts emphasizing its competitive valuation compared to peers, trading at a 15.5x PE ratio with an anticipated growth rate of 18%. Concerns have been raised regarding the ongoing probe into the proposed acquisition and exposure to fluctuating oil prices, which could impact its stock performance. Despite a perception that the stock may no longer be a bargain, many experts see it as a worthwhile investment for those lacking energy infrastructure exposure. Overall, there is recognition of Keyera's strategic position in the growing LNG market and its long-term growth potential.

Consensus

Positive

Valuation

Fair Value

Similar

ENB

BUY

Stock's off on an announcement about a plant shutdown. Dividend is well covered. There is worry about the sustainability of investing in energy. KEY is a processor of energy. Yield is 9.5%, which gives you your money back in 5 years. Well run. Confidence in the company. Good as income for clients who can take a little bit of risk.

PAST TOP PICK

(A Top Pick Jun 14/19, Down 17%) Still a core holding for them. The nervousness is in their natural gas business. Gas supply is now on a better footing. A high quality infrastructure business.

BUY

Got hit in the general selloff. It's in the cyclical/infrastructure bucket. Challenge is it's just coming off the bottom on price momentum. Scores well on valuation, yield, and ROE. Payout ratio is a bit high at 89%. Would like to see more cash flow. Lots of debt. Should start to see some pickup as the oil patch improves. Yield is 8%.

DON'T BUY

He thinks the company is paying out too much cash flow to dividends. Cash flow is $1.29 yet they are paying out $1.92. With the collapse of oil the stock price has collapsed as well. So much depends on if you are bullish on oil. Commodity forecasting is something he does not do. The balance sheet is not very strong for this one.

BUY

Allan Tong’s Discover Picks This midstream player extracts liquids from natural gas, a commodity which is safer than oil. Keyera currently pays a whopping 9.5% dividend yield, so the obvious question is, Is it safe? Bay Street thinks so. Read Best Dividend Stocks Canada for our full analysis.

TOP PICK

Offers stable earnings and pays over a 9% dividend. Volumes in natural gas remain steady, though Keyera had to switch some processing facilities. Good balance sheet compared to peers; lower valuation and good cash flow. They're growing and pay a good dividend. (Analysts’ price target is $25.79)

BUY ON WEAKNESS

Payout ratio sustainable? A name he has owned for many years. Very talented management team. They have diverted capex, improved liquidity and refinanced debt, so he does not think the dividend is at risk. He also does not think it will grow much over the next couple of years. A long term investor would see this as an excellent investment. Short term, there will likely be more uncertainty regarding economic recovery. The payout ratio is estimated at 80%. Yield 9.33%

COMMENT

Historically these have been great assets to own. They will follow energy stocks in general too. He prefers to own KEY over PPL. There have been concerns about insolvencies with producers in the energy space with low oil prices. He has added more to their KEY holdings, thinking the natural gas space is safer than oil right now. He would own a couple of holdings in a diversified way.

HOLD

This is a midstream company that takes natural gas and extracts liquids for octane enhancers and other valuable liquids, while taking a toll from the energy producers. He thinks 30% of their total decline is their association to the energy sector. The other portion of the share decline is related to perceived counter-party credit risk -- will their customers be able to pay them. They have strategic assets in Alberta and we know it is harder to do business in energy in Canada. He is still holding this for now, just be careful of how much exposure you have with the mid-stream companies these days. They do not have a debt problem, so the dividend looks safe for this year he thinks. Yield 9.6%

DON'T BUY

It's about balance sheet and fear of loss of clients. It's more at risk in an environment like this. This one will struggle. The ones that are safe would be ENB, TRP, PPL, GEI.

BUY

Sell Hudbay to buy Keyera? As for Keyera, it's an apples and oranges talk--very different companies. But Keyera is a stronger company financially, so it'd be an uptrade.

BUY

When you look at the midstream space today, they are positioned very well in terms of growth opportunities out to 2022. He thinks you are getting a cheaper valuation and above average growth.

BUY

He likes it--slower growth, higher yield, something to hold onto for the long term. Its valuation is lower than its peers. Its debt is lower than ENB-T's. The dividend pays over 6%. Not flashy and it's boring, but you want something safe like this. Oil itself swings to extremes though millennials and ESG will stay away from energy long-term.

WEAK BUY

Long owned this, though it's been frustrating in recent years. But at least he's getting paid to wait. This should be trading close to $40. If now, collect the dividend and wait.

PAST TOP PICK

(A Top Pick Jun 14/19, Up 7%) The stock was beaten up and it was very difficult. Infrastructure space was well valued. The stock has stalled in a 3 years basis. Consistent growth and good dividend. A core holding.

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Keyera Corp (KEY.TO)