TSE:PPL

Pembina Pipeline Corp (PPL.TO)

68.13
+0.27 (0.40%)
as of Aug 12, 2026, 8:00:00 pm Market Open.
1166 watching
0
Investor Insights
star iconAug 12, 2026, 12:00 am

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

Pembina Pipeline Corp (PPL-T) is widely regarded as a solid investment choice, particularly for income-seeking investors due to its attractive dividend yield, hovering around 4.5% to 5.5%. Analysts appreciate the company's well-positioned assets and healthy project backlog, which bode well for future cash flow and dividend growth. The potential for increased demand tied to new LNG projects in Western Canada adds to its positive outlook. While some experts express caution regarding its current valuation and market sentiment, the overall sentiment is one of confidence in its stability and growth prospects. The stock is seen as a defensive play in the energy sector, especially amidst volatility in oil prices, making it a preferred choice for risk-averse investors looking for steady income and moderate growth.

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Consensus
Buy
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Valuation
Fair Value
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Similar
ENB
TOP PICK

Did a propane takeover at a bad time. Earnings disappointed and there was a sell off. 75% recurrent earnings. Growth prospects in the next few years and when propane recovers this winter, they will recover. He has half position.

TOP PICK

Made an interesting acquisition of Provident Energy so there is an earnings catalyst in the bottom line that is coming up in the near-term. Have a good facility at Redwater (?). Feels that the infrastructure build-out for companies like this is going to be critical for the LNG propane movement.

TOP PICK

Pipelines hold the whole energy complex together. Investors do well by owning pipelines. Very solid company. Near term there are challenges and are reflected in share price. Low propane prices, lower volumes. Issues are fixable and investors are paid to wait. Longer term the company is significantly undervalued. Significant growth opportunities. Volumes will improve over time. 3-5% dividend increases starting in couple of years and going for many years. Great yield and growth in cash flows.

WEAK BUY

Made an acquisition earlier in the year and as a result, there was some slippage from an earnings growth perspective as a result of weaker margins in one of the service businesses that they operate in. Unlikely to turn around in the next quarter. There are some great opportunities for them to continue to build the business but there are some challenges in the short-term. Still one more quarter of potential risk. (See Top Picks.)

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.
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