TSE:PPL

Pembina Pipeline Corp (PPL.TO)

68.16
+0.60 (0.89%)
as of Sep 1, 2026, 8:00:00 pm Market Open.
1168 watching
0
Investor Insights
star iconSep 1, 2026, 12:00 am

This summary was created by AI, based on 46 opinions in the last 12 months.

Pembina Pipeline Corp (PPL-T) has garnered positive reviews for its robust dividend yield of around 4.5% to 5.5% and a solid pipeline of growth projects, particularly with potential developments related to LNG in Western Canada. Analysts appreciate its stable cash flows derived from contracted revenues, which provides a safety net for investors. Despite the favorable positioning and growth prospects, some experts express caution regarding current valuations and potential market volatility. A number of analysts highlighted PPL's strong management and infrastructure quality, making it a reliable choice for income-focused investors, though some suggested it may be fair-priced or even slightly overvalued at this moment, recommending strategic entry points. The sentiment suggests a buy in the long-term but with a cautious approach to current pricing levels.

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Consensus
Buy
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Valuation
Fair Value
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Similar
ENB
HOLD
He sold it a year ago because it got fully valued. They've made some good acquisitions. Now, it's fully valued. Hold.
BUY ON WEAKNESS
A top pick for him for many years. Still likes the name. He models 5% FCF growth and 8% EPS growth. Reasonable payout ratio. It will go higher and if you get it at $46-$47 you will do OK 12 months out.
TOP PICK
This is her infrastructure Top Pick. They are well positioned in the Canadian shale plays of Montney and Duvernay. They bought Verasan about a year ago, bringing allow some high quality assets in Western Canada and the prospect of a LNG facility. Stable cash flow anchored by take or pay contracts. Yield 4.9%. (Analysts’ price target is $54.28)
SELL
IPL vs. Pembina IPL is sitting in a great area with support around $19, since 2012. Definitely a buy. Pembina is a lot more toppy, way past its support level and trying to break through upper resistance. He'd sell Pembina.
BUY
High quality. They can fund their capex with their own cash flow. Their projects are low-profile and don't attract opposition like Keystone. Strong balance sheet. Decen 8% growth rate this year. Dividend growth. Only problem is their tax pools that they use to shelter taxes are being used up faster than expected.
HOLD
It ranks well for his system, but he does not own it now. They had an increase of sales of 66% and earnings are up 77%. Earnings growth is above 8% for the next two years. A utility based company in the natural gas processing business. It will allow you to sleep well at night with a good dividend.
BUY
5.2% yield that is safe and will continue to grow at 6%. A well-managed midstream company with operations in LNG in the Pacific northwest, a petrochem plant, and they're dominant in the Montney region in gas processing. Long-term outlook: pipeline expansions (crude and nat gas) offer them many capex opportunities. However, PPL is more expensive than its peers. If you buy it now, moderate your return expectations of 2-3% over time. Still a good return.
BUY
It has been forming this base, going back and forth in a trading range. It is a good trading type of stock. It is coming up to its strong period. This is probably a good place to be over the next few months.
BUY
A smaller pipeline without cross-provincial problems. It's strictly Alberta, so relatively unharmed by politics. Well-run and has held up very well in this correction. A good stock with a growing dividend. No problems.
TOP PICK
A defensive play. They're well-positioned in western Canada even with the low oil prices; they're still drilling there. They operates pipelines, processing plants, midstream operations. This year, they enjoyed strong cash flow growth and they believe they can continue to grow that by 10% annually over the next few years, and grow their dividend by 10%. Strong balance sheet with a 53% payout ratio. (Analysts’ price target is $54.11)
WEAK BUY
Same as IPL, tied in to local transportation. Has outperformed a lot of the other Alberta energy stocks. It's a utility, so dividend is quite safe. Continues to grow. Growth in oil and gas in Alberta is not dead.
BUY
He likes this company. They just re-entered his radar screen. It has the profile they are looking for. He is 100% behind this one.
PAST TOP PICK
(A Top Pick Dec 15/17, Up 4%) Sees 17% share growth. Still solid. They don't have headline risk like TransMountain. They're involved in smaller projects. Good dividend at 54% payout ratio. They have pricing power. A good place to hide and get paid a decent dividend in a rocky market.
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).
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