TSE:PPL

Pembina Pipeline Corp (PPL.TO)

68.33
+1.20 (1.79%)
as of Jun 10, 2026, 7:31:05 pm Market Open.
1161 watching
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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.

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Consensus
Buy
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Valuation
Fair Value
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Similar
ENB
PAST TOP PICK
(A Top Pick Nov 3/09. Up 23.11%.) Still a Buy. Very low probability that they will cut distributions.
HOLD
Dividend is save and it is fully valued. Relatively little downside in this name.
WAIT
Short term the shares are over bought. If you have a 5-year horizon, it could be put in. Over next 6 months focus on energy income trusts where he sees more growth.
COMMENT
Lot of growth projects, including transporting bitumen and oil south, moving natural gas finds in the Montney to the coast and south to Chicago. Not expecting a distribution cut.
COMMENT
Yield is very important and what you do with your business trusts because they are going to have to convert. This one might be able to get away with a small cut in distributions. The business is good and grows. Would be a little nervous as it has been going up a lot lately and if it got to $18 he would consider a trim.
HOLD
Has been on quite a tear since March. Company intends continuing the same rate after they convert from a trust. Payout rate is pretty high, so if there is any hiccup, that may not happen. Pretty expensive.
PAST TOP PICK
(Top Pick Dec 15/08, Up 21.6%) Not buying it now. Under $16 would be an entry point. One of their divisions is involved in marketing. He is not a bull on Natural Gas – It’s not going to $8-$10, but if it is a cold winter, it will help. There are no drilling rigs drilling for gas right now.
PAST TOP PICK
(A Top Pick Nov 7/08. Up 10.45%.) Trimmed a little. Hold.
TOP PICK
A defensive play. 9% distribution. About 95% payout ratio that management feels distribution is sustainable until 2013.
PAST TOP PICK
(Top Pick Oct 14/08, Up 10%) Should keep up when it is no longer a trust. They have a high payout ratio, though.
BUY ON WEAKNESS
Good yield of 10.3%. It should have good, steady growth, cash flow and continue distributions. You might hold off buying until you see what the market is going to do and try to get at $14.46.
BUY ON WEAKNESS
Has a problem with the leverage in the company. Paying a little in excess of its free cash flow. Upside potential is the commodity play.
BUY
Generates strong return on capital, pay out strong dividends and have growth. 10.3% yield should be safe.
BUY
Likes the pipelines. They are a simple business. Get paid for sending things through a pipeline. Higher yield than TransCanada (TRP-T).
BUY
Its main attribute is a line that comes out of Fort McMurray into Edmonton. Also has a series of collection lines that services Western Canada. 10% distribution should be safe.
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