TSE:PPL

Pembina Pipeline Corp (PPL.TO)

71.62
+0.54 (0.76%)
as of Jul 22, 2026, 4:33:23 pm Market Open.
1161 watching
0
Investor Insights
star iconJul 22, 2026, 12:00 am

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

Pembina Pipeline Corp (PPL) has garnered a generally positive outlook from various analysts, highlighting its strong position within the energy infrastructure sector. Many experts note its decent dividend yield, good growth projects, and favorable contracts that provide revenue visibility. While some analysts have expressed concerns about its recent performance and valuation, citing potential for a pullback, others emphasize its strategic assets and opportunities related to natural gas production. The stock demonstrates resilience amid turbulent market conditions, and many believe it remains a solid long-term investment choice, particularly in light of Canada’s increasing energy needs and infrastructure developments.

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Consensus
Buy
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Valuation
Fair Value
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Similar
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BUY

Missed on the 2nd quarter, probably due to their acquisition of Provident. This acquisition gave them more exposure to frac spreads. Great midstream operator. They do transport, storage and terminaling for heavy oil out of the oil sands. Cheap. 5.8% distribution.

BUY

(Market Call Minute.) Would be comfortable with the stock and this sector.

BUY

Looks inexpensive compared to its bigger peers. He has recently started buying this. Can see $28-$29 in 12 months. 6.1% dividend yield.

BUY

Recently acquired Provident, a midstream operation so they do have frac spread exposure and is not guaranteed in regards to the return they get.

BUY

Just bought. If you are going to go into the yield dance, you are better to go with companies that are going to raise their dividends over time. Not cheap, but has irreplaceable assets.

BUY
Inter Pipeline Fund (IPL.UN-T) or Pembina Pipeline (PPL-T)? He owns and likes both. He only came back to this one recently when they started to show some signs of life. Either one would be fine. 6% dividend.
PAST TOP PICK
(A Top Pick July 6/11. Up 13.35%.) Got out in March with a 27% total return. If you are a long-term investor, continue to hold.
COMMENT
About 30% of their EBITDA are now tied to frac spreads and commodity marketing. Frac spread really narrowed over the last few months, which is a reason for an opportunity. Oil flows in Alberta continue to be a high-growth area. Expanding their facilities by about 30% in 2012-2014. EBITDAs will go up by about 30%. They are pricey relative to their peers.
TOP PICK
Making good money and the cash flow is sustainable. No matter what happens to the North American economy, we have to heat homes, we have to transfer oil and we have to transfer energy. Average infrastructure in North America is 80 years old.
TOP PICK
This is primarily a play for yield seekers, not for capital appreciation. Thinks the stock is fully priced but has low volatility. (Ships and processes natural gas, which is part of its market.) 6.1% dividend yield.
HOLD
Down about 17.4%. Suspects that this is because it is more heavily involved in natural gas liquids and the spreads have been narrowing because of the increasing amounts being found. If you are looking for a stock that is going to provide stable, long-term growth with an opportunity for increased distribution this is one of 2 you should have.
COMMENT
Prefers Gibson Energy (GEI-T). Has a real levered balance sheet compared to Gibson whose debt to EBITDA is about 2.4 where Pembina’s is double that. Also Gibson’s forward PE is more attractive. Mid-stream oil is a good area to be in. Currently being affected now by the narrowing frac spread. (See Top Picks.)
TOP PICK
Likes pipelines. Considering all the talk. The pipelines are leaking in the UIS because they are 95 years old because they haven’t built any recently. They are pretty steady in cash flow and he would rather own a pipeline than fixed income.
DON'T BUY
Although they have some exposure to natural gas liquid prices, their biggest exposure is to oil prices. As oil prices get strong, there is more demand for pipelines that they will be operating in building. His problem is the valuation of 15X plus that they are trading at.
BUY
Likes this type of business. Nice diversified stream of oil pipeline distribution providing product to the oilsands, midstream natural gas collection. Irreplaceable assets. Long track record of increasing dividends.
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