TSE:PPL

Pembina Pipeline Corp (PPL.TO)

71.31
-0.00 (0.00%)
as of Jul 21, 2026, 6:53:56 pm Market Open.
1161 watching
0
Investor Insights
star iconJul 21, 2026, 12:00 am

This summary was created by AI, based on 49 opinions in the last 12 months.

Pembina Pipeline Corp (PPL-T) has garnered a generally positive outlook from various experts, thanks to its solid position in the pipeline infrastructure sector and its attractive dividend yield, which currently stands at around 5%. Many analysts praise PPL for its growth prospects, particularly in light of potential benefits from increased natural gas production and the construction of a new 1.8 gigawatt natural gas plant in Alberta. Despite some recent underperformance compared to peers, particularly regarding valuation issues tied to tolling contracts, the consensus remains that the company's long-term growth strategy and fundamentals are sound. Furthermore, PPL is regarded as a well-managed operation with reliable, contracted cash flows, thus making it a compelling choice for investors seeking income and stability amidst the energy sector's volatility.

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Consensus
Buy
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Valuation
Fair Value
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Similar
ENB
HOLD
Dividend secure? Likes the pipelines. He'd rank them: ENB, TRP, PPL, and then KEY. Dividend yields are all attractive, and he wouldn't worry about any cuts in the current environment. Good valuation. Still has core growth. Safe place.
BUY
Excellent business model with strong management and assets. Rising energy prices will create further demand for business. Critical infrastructure that is hard to replicate. Stock price is undervalued at current price. Market has not figured out hard to build assets the company already owns.
BUY
Excellent company for 2-3 year holding period. Well managed company. Current share price is presenting good buying opportunity. Rising interest rates put pressure on dividend returns (can't raise prices dramatically).
BUY
Doesn't know why this is so low. This is a fine stock and a terrific deal now.
HOLD
Dividend is sustainable. Well managed through the years. Good company.
BUY
Is bullish on energy sector. Expects company to preform well over the long term. Pipelines are essential to energy supply and will be in demand. Domestic pipelines are better alternative to energy supply from bad actors such as Saudi Arabia. Canadian energy is ethical and environmentally friendly. Regulated company that has ability to increase dividends.
BUY
Over the last week the oil and gas sector in Canada has dropped by a huge 16% while the U.S. and S&P are down 17% due to indiscriminate selling. Pembina hasn't moved much since early 2020 but its operations and cash flow are doing better Pembina and the smaller mid-streams are less vulnerable to inflation.
DON'T BUY
PPL vs. ENB He picks ENB, as it's bigger, financially stronger, better diversified, more last-mile downstream exposure. ENB's small, but burgeoning, renewables business could drive a re-rating on the stock as ESG takes a look.
BUY
Prefers Canadian mid-streams, like PPL or GEI, both of which are focused on cashflow. Both are approaching fair value, but are good candidates if your quest is a good dividend and dividend growth.
BUY
At a bit of a premium, but among the best managed in the group. Fairly well priced. Very strong financials and management. Should continue dividend increases. A good one to own for the long term.
HOLD
Long or short-term hold? Dividend yield is sustainable, and it will increase by 3.8% once the KKR deal is done. Very strong balance sheet. Valuation is no longer compelling. O&G stocks go through boom and bust, so a long-term hold will see lots of volatility. Good for income, but better areas to invest in if you want compounded returns over 5 years.
BUY
M&A in this space? She can't forecast the M&A activity in this space. PPL prices are up in this rally. She likes Pembina for its near-6% dividend. Whether they merge with another company doesn't weigh on her decision to buy a stock.
BUY
Has owned in the past. Has lightened up but now shifting back. Good dividend yield. The group has stable earnings. It is in the energy sector without all the commodity price risks.
BUY
Dividend's good, growth rate not bad, trades at 16x 2023. Forecasts 6% EPS growth and 5% free cashflow per share growth. Commodity prices are the wind at its back. A buy.
BUY
PPL vs. ENB vs. TRP Mid-stream assets are strategic, critical, long-life, and attract high valuations. His preference would be ENB or PPL, on valuation and business mix. But he wouldn't quarrel with buying TRP.
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