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
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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
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.
BUY
Pipelines have been the steady Eddie's in the stock market. They have managed to deliver decent returns. This is as good an entry point as any during the last year.
BUY
Excellent yield. There is choppiness on the horizon, though. You could put this one away and not worry about it.
HOLD
He has a lot of pipelines in his portfolio including this one. Arguably they are expensive but these not sure what makes them less expensive. Keep coming through with good earnings growth.
PAST TOP PICK
(A Top Pick May 4/11. Up 39.17%.)
PAST TOP PICK
(A Top Pick June 3/11. Up 12.5%.) 8.75% convertible preferred shares.
TOP PICK
Largest of the mid-stream. 5-7% dividend growth rate. Predictable business that is fee revenue. Could be a take-out target. The Majors missed out on the opportunity.
SELL
(Market Call Minute.) Probably 3%-5% dividend growth going forward. Very well run company. Unfortunately, it is expensive.
BUY
He took profits in TRP some months ago and picked up this one. They are an income part of his portfolio. Quite dependable that will pay quite a good dividend. Opportunities for increases in dividend. They are in a save political area. Oil sands are expanding.
BUY
(Market Call Minute.) Really likes the energy infrastructure space. Prefers them over oil stocks themselves.
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