TSE:PPL

Pembina Pipeline Corp (PPL.TO)

68.40
+1.27 (1.89%)
as of Jun 10, 2026, 7:26:23 pm Market Open.
1161 watching
0
Investor Insights
star iconJun 9, 2026, 12:00 am

This summary was created by AI, based on 48 opinions in the last 12 months.

Pembina Pipeline Corp (PPL) is regarded as a strong player in the pipeline and utility sector, driven by growing energy demand, particularly from data centers and LNG exports. The company has a solid balance sheet, long-term contracts, and a sustainable dividend, which analysts appreciate. While there is a consensus that PPL has shown decent growth, many experts express caution regarding its current valuation, suggesting it might be priced on the higher side. Despite some concerns over asset performance and regulatory challenges, the growth prospects in LNG and natural gas make PPL a compelling investment for medium to long-term holders. Analysts acknowledge the company's attractive yield between 4% to 5.5%, with potential upward growth due to strategic positioning in a favorable energy market.

consensus icon
Consensus
Buy
valuation icon
Valuation
Fair Value
review icon
Similar
ENB
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.
BUY
Well managed. In the oil sands and has done a good job of competing against Enbridge (ENB-T). Good income yielder.
PAST TOP PICK
(Top Pick Nov 3/09, Up 54.47%) Trimmed a little on valuation. Had an excellent run recently
COMMENT
Stock price increase reflects a shortage of quality yields in the market. Pipelines have very predictable cash flows and CapX.
HOLD
(Market Call Minute.) Good name. Leverage to oil sands growth.
HOLD
Stock has had a nice run, partly because people are looking for yield. Feels the 7.8% distribution is safe. Doesn't know if there will be much more capital return in the near term.
BUY
Distribution is safe and will remain at same level when it converts to a Corp. Not looking for much in capital appreciation but does like the 9% plus yield. Would buy for new clients.
SELL
Ranks high in dividend data but has a caution because payout relative to 4th quarter payout 4th quarter trailing cash is at 99%. Forecast for growth in 2010 was 4% but is declining to 3% in 2011 as earnings are expected to go from $1.10 to $1.85. Cash flow in 2010 = $1.59 and 2011= $1.63. Paying out 185% of earnings so consider Selling.
BUY ON WEAKNESS
Good dividend stock and have good expansion going on. His concern is that Enbridge (ENB-T) is getting a lot more of the expansion in the oil sands. 5%-6% growth stock. 8% yield.
BUY
(Market Call Minute)
BUY
(Market Call Minute.) Great chart and great income.
HOLD
Very good, strong infrastructure that includes pipelines, natural gas liquid marketing and storage. High payout ratio. Have tax pools. He would like to see a small distribution cut of 10%-15%.
PAST TOP PICK
(Top Pick Nov 3/09, Up 18.00%)
DON'T BUY
Management team has done a very good job but he is a little bit cautious because of their gas marketing side, which is coming under some pressure. There is probably better growth in other pipeline trusts like Inter Pipeline (IPL.UN-T), which has three pipelines that are coming on stream.
Showing 601 to 615 of 731 entries