Pembina Pipeline Corp (PPL.TO) Buy, Sell or…

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Pembina Pipeline Corp (PPL.TO)

71.08

-0.23 (0.32%)

as of Jul 21, 2026, 8:00:00 pm Market Open.

1161 watching

Investor Insights

Jul 21, 2026, 12:00 am

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

Pembina Pipeline Corp (PPL) has received a mix of bullish and cautious reviews from analysts. While many highlight its strong positioning in the natural gas sector and potential for growth through projects like LNG exports, there are concerns about its valuation and recent performance. The company's fundamentals remain solid, backed by long-term contracts that provide stability and a decent dividend yield. Analysts note that PPL offers a good risk/reward profile in the energy infrastructure space, with expectations for future growth despite current market challenges. However, some analysts suggest a careful approach, with the possibility of pullbacks and concerns regarding tolling disputes affecting values.

Consensus

Buy

Valuation

Fair Value

Similar

ENB

HOLD

This is one of the difficult themes coming through these times. Energy is as cheap as it has been vs. the S&P in the last 30 years. Structurally there is a headwind. The most defensive part of energy would be the pipes and this one is a good quality company. He has almost no exposure to the energy space. He thinks you can count on the distribution, but the total return may not be great. He would prefer to see a turn happen first before putting new money to work.

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PAST TOP PICK

(A Top Pick May 14/19, Down 28%) They still it own as one of two pipeline holdings. They were active mid-March as COVID began and oil prices collapsed. They cut their discretionary capex by $4.5 billion, of which $1 billion will be cut this year. Recent earnings reported were fine and they have continued guidance at the lower end of the range. Take or pay contracts are good. Dividend payout ratios are about 60%. Yield 7.5%

BUY ON WEAKNESS

PPL & ALA? PPL at $18.50 is his target buy price. ALA might be a good buy if we take out the lows of March.

BUY

Trashed along with the entire energy sector. Surprising how low this fell, but he bought in the mid-20s. Safe dividend. Smart operators. They can reduce costs further, if needed. The selling is way overdone here and with Enbridge.

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

The dramatic price decline was caused by reduced demand and lower commodity prices in Canada. Even with take or pay contracts they need healthy customers. He thinks they will be able to weather the storm, however.

WAIT

This is a company that will take time to recovery. In a world of $20 oil, we really are in uncharted waters. If there are bankruptcies in the oil patch it will take time to re-balance. Eventually they will become a buy, but only when they are cheap enough -- around $22.

TOP PICK

It has been one of the best managed companies in Western Canada for decades. The dividend is around 10%. If there is not a multi-year downturn in volumes they will be able to maintain the dividend. (Analysts’ price target is $38.11)

PARTIAL SELL

They are somewhat insulated from the oil price declines. However, with so much oil supply in the market flooding in from Russia and Saudi Arabia, at some point storage will be full and this will not be a good situation. The risk lies with commitments made by producers for their services. Yes, they will get some relief in bankruptcy court if their customer fails, but it will take time. They are staying away from energy right now. If you own this, he would suggest selling half and wait for improvement.

BUY

Yesterday, it was down 25-30% on a day, so he picked some up. The street thinks some of the producers won't be around in the next 3-6 months. The market's overdoing the selloff. Growth and balance sheet are fine. It'll bounce around a bit. He likes it longer term.

DON'T BUY

Outlook for Pembina in fulfilling take-or-pay contracts with clients. That's exactly the concern behind the stock going down. That's the risk. It's like Chorus Aviation's relationship to Air Canada (though AC has a strong balance sheet and is well-positioned). PPL was trading at a pricey 20x EBIT to EBITDA. Pays a big, growing yield at a reasonable payout ratio, assuming they can maintain cash flow. The market is determining how risky that is. PPL has lost its utility-like premium and trading down. Valuation is cheaper, but it's becoming volatile. Let the dust settle before considering this.

DON'T BUY

It's more defensive at this volatility time of year, but anything energy today was massacred. PPL crashed through support and its 200-day average. Today was horrible. PPL got crushed. Avoid. Oil needs to rise above $40 for oil stocks to have a chance.

PAST TOP PICK

(A Top Pick Dec 16/19, Up 7%) Tremendous growth potential, an income pick with a strong dividend. His buy price is just under $50.

PAST TOP PICK

(A Top Pick Nov 14/19, Up 12%) Down only 1.37% on this sell-off day. It's a steady-eddy. It's been trending sharply up since December. He's still buying it.

BUY

A dividend play. He likes it and owns the preferred shares. The 6-month outlook is positive. Pays a good 4.7% dividend.

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Pembina Pipeline Corp (PPL.TO)