TSE:PPL

Pembina Pipeline Corp (PPL.TO)

68.23
+1.10 (1.64%)
as of Jun 10, 2026, 8:00:00 pm Market Open.
1161 watching
0
Investor Insights
star iconJun 10, 2026, 12:00 am

This summary was created by AI, based on 48 opinions in the last 12 months.

Pembina Pipeline Corp (PPL-T) has generally received favorable reviews from industry experts, highlighting its solid position in the energy sector and strong cash flow from contracted pipelines. Analysts appreciate its 5%-plus dividend yield, which is supported by a stable business model based on take-or-pay contracts. While some analysts caution that valuation appears stretched at current levels, they acknowledge the company’s potential for future growth, especially in LNG exports. Overall, the sentiment is largely positive, although there are differing views on timing and the need for a better entry point. Concerns over certain assets and competitive pressures exist, but many see long-term benefits, especially as energy demand is expected to increase.

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Consensus
Buy
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Valuation
Fair Value
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Similar
ENB
BUY
He likes the pipelines. It's been sideways lately, but sideways (after a steep correction) is good. Boring can be good. He likes this sector and stock. There's a little more certainty about pipelines now than two years ago. We need more pipelines here. This offers more stability than its peers.
COMMENT
Look at Pembina first, which has growth and a good balance sheet, if you're buying a new position in pipelines (he's not in this space).
DON'T BUY
Has 17% upside potential and pays a decent yield, but it isn't going anywhere, just flowing down the river. It popped 4% but there's been a lot of volatility lately in the markets. It'll be tough rising 17%.
PAST TOP PICK

(A top pick October 25/17, up 13%) Still likes them. Prefers Enbridge to this name. More a midstream player. Good dividend yield and good potential for increased stock price.

HOLD

He likes the company. This is their top pick in the mainstream space. They have a great mix of assets. Sit on that one and hold it.

COMMENT

Too much debt and rising interest rates. However, they have good managers and good acquisitions over the years. Decent balance sheet. Looks sustainable and stable for now.

PAST TOP PICK

(Past Top Pick Oct. 10, 2017, Up 9%) Still likes it. They're positioned well and should benefit from the BC LNG deal announced last week. Likes last year's Verison acquisition because of long-growth prospects like L&G in Oregon. Just raised their guidance. Yield over 5% and have been raising it. Good balance sheet and 53% payout ratio.

HOLD

Today they have good growth prospects, but because the company has become so large it is harder to move the needle. He likes owning Inter Pipeline (IPL-T) instead. A good hold if you own it.

PAST TOP PICK

(Past Top Pick, May 25, 2017, Up 5%) Basically flat this year. They're doing what they're supposed to be doing and are outperforming their peers. Increased their dividend. He stands by it.

COMMENT

They are well positioned, owning pipelines and other midstream operations. The company also made an acquisition that will provide future growth. It offers an attractive yield.

HOLD

He sees the pipeline sector under political attack, despite the need for expansions and Premier Notley doing the best she can with a bad hand of cards. This is a well-managed company with a good dividend. Any time it trades under $40 per share it is a buy. Yield 5.3%.

WATCH

He has no pipelines. Cash flows are pushed out to the future. Every time there is a court ruling against a pipeline, it does not help. It is looking a little cheaper and these are getting interesting.

BUY

Their sources of revenue streams is growing and diversifying. The dividend continues to grow. Yield 5.2%.

COMMENT

He loves it. Canada hasn't built any pipelines (recently). The sad thing for us IS that pipelines flow north-east instead of west-east (as Ottawa is talking of stopping oil purchases from Saudi Arabia). Pembina is steady.

BUY

Pipelines look good. Pembina has had a nice upward trend since last fall. It's breaking out to new highs and looks good. Peers are also faring well, like Altagas.

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