TSE:PPL

Pembina Pipeline Corp (PPL.TO)

67.58
-0.58 (0.85%)
as of Sep 2, 2026, 3:55:30 pm Market Open.
1168 watching
0
Investor Insights
star iconSep 2, 2026, 12:00 am

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

Pembina Pipeline Corp (PPL-T) is viewed favorably by analysts, particularly for its robust dividend yield of 4.5% to 5.5% and a solid project backlog, positioning it well for cash flow growth in the coming years. The sentiment suggests confidence in Pembina's strategic positioning within the North American energy infrastructure market, especially with opportunities arising from potential LNG developments in Western Canada. Although some experts express concerns regarding valuation and market volatility, the majority highlight the company's stability and long-term growth prospects, aligning their investments with increasing demand for energy and the infrastructure to support it. Diverse opinions exist on current stock performance, with some indicating potential for short-term pullbacks while others advocate for sustained growth based on Pembina's asset quality and management execution.

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Consensus
Buy
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Valuation
Fair Value
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Similar
ENB
BUY
6% dividend is secure. Decent growth potential for a pipeline company. Likes it. Doesn’t expecting it to go up as much as recently in the future.
TOP PICK
Long upward trend from early 2009. In the right space. All 4 of its business sectors are doing fantastic. Good exposure to the energy sector without having both your feet committed fully.
TOP PICK
8.75% convertible preferred shares. Utility with stable cash flows. Recently made an acquisition in the UK making them one of the largest electrical distribution companies there. 75% of cash flow is coming from regulated assets.
TOP PICK
Plays into the low choppy environment that we may be in. All 4 of their business segments are doing really well. Chart shows a nice straight line upwards. Great yield play and the whole business structure is quite stable.
DON'T BUY
Too much deviation from the 200 line and are too far above. Feels the whole sector has been over bought.
DON'T BUY
This is an income play. Reasonable yield but relatively low growth. If you believe inflation is coming and interest rates are rising (he does), this becomes less attractive over time. He plans to reduce his exposure to low growth income plays.
TOP PICK
Boring but steady. Provides a decent stable income. Strong trend line. Could come off a bit. Has good support at $18.50 and $21. All 4 segments of its business, pipeline, oil sands transportation, gas services and midstream businesses are expected to perform well up to 2013. Has a great chance of increasing operating income. 7% dividend.
BUY ON WEAKNESS
Dividend on the record of the company has been fabulous. Paid out $179 million in 2007, $198 million in 2008, $233 million in 2009 and over $240 million in 2010. Some volatility to the stock price but any time the stock gives you an opportunity, add to your portfolio.
BUY
Likes this pipeline.
DON'T BUY
Sold his holdings when he thought it got fully valued. Paying out 100% of their earnings and if there should be a hiccup, the payout would be vulnerable. Would prefer Keyera (KEY-T). (See Past Picks.)
HOLD
He cut a little bit because he thinks it is fully valued and a bit inflation sensitive. Dividends become less and less attractive as other investment yields creep up due to rising interest rates.
HOLD
Felt that management was a little too conservative and not aggressive enough. so moved over to Inter Pipeline Fund (IPL.UN-T). (See Top Picks.) Good and solid with a nice dividend but doesn’t see the same potential growth.
HOLD
Pipeline. Conservative with a good dividend but not as much upside. Fully valued. Good company.
BUY ON WEAKNESS
Yield of near 7% is safe. Expect the pipeline will have growth as the Horizon project evolves. (See Top Picks.)
WAIT
Pipelines in general are an asset class you can feel very comfortable with. 7.4% yield, which is a massive yield pickup for a business that has decent growth (10%). Likes it very much. This will correct, but then the money will come right back in.
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