TSE:PPL

Pembina Pipeline Corp (PPL.TO)

65.62
-0.67 (1.01%)
as of Jun 30, 2026, 8:00:00 pm Market Open.
1159 watching
0
Investor Insights
star iconJun 30, 2026, 12:00 am

This summary was created by AI, based on 47 opinions in the last 12 months.

Pembina Pipeline Corp (PPL) has received a mix of reviews from experts, highlighting its strong positioning within the energy infrastructure sector, particularly in natural gas and LNG. Many analysts appreciate the company’s solid dividend yield, which hovers around 5% to 5.8%, supported by contracted cash flows that provide revenue stability. While some experts express concern about recent valuation pressures and competitive dynamics within the pipeline sector, the long-term growth prospects appear favorable, especially with ongoing demand from data centers and rising gas export activities. However, there are mentions of a few regulatory and pricing issues that may weigh on its short-term performance. Overall, PPL is viewed as a solid investment for income-oriented investors looking for growth potential amid a changing energy landscape.

consensus icon
Consensus
Buy
valuation icon
Valuation
Fair Value
review icon
Similar
ENB
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.
BUY
Energy sector has pulled back in the last couple of months, which is the seasonal norm. Producers tend to do well from February into May. But pipes and midstream players are a good way to transition into the energy sector. A good choice in the space.
BUY
For income. Very competitive dividend, north of 5% and grows steadily, pretty safe. Organic growth opportunities like propane export. Conservatively financed, good capital allocator, strong and important strategic assets.
BUY
Selloff in mid-streams favours owning them over a producer like CVE. Producers are more commodity exposed, with risks of labour cost inflation and supply chain shortages. He prefers names like ENB, PPL, and TRP with their healthy dividends and less volatility.
TOP PICK
The oil producers haven't come off. What hurts the stock more is the uncertainty over the CEO transition. Pembina misstepped in recent years with their PHP facility getting mothballed. But they have an extension natural gas network in western Canada and are doing a carbon capture project with TC Energy. Pays a 6.5% dividend with some growth. (Analysts’ price target is $43.87)
Showing 151 to 165 of 735 entries