TSE:PPL

Pembina Pipeline Corp (PPL.TO)

67.06
-0.20 (0.30%)
as of Sep 3, 2026, 8:00:00 pm Market Open.
1168 watching
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Investor Insights
star iconSep 3, 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 seen positively by analysts for its strong position in the energy infrastructure sector, particularly with a projected 4.5% dividend and a solid backlog that is expected to enhance cash flows and dividends over the coming years. The company is well-positioned to benefit from potential new LNG pipeline developments, especially in Western Canada. While some experts express concerns about the current valuation given recent runs, many emphasize its defensive nature and stable contracted cash flows, highlighting that it provides opportunities for long-term growth. Several reviewers mention the company's solid dividends, safety, and potential for future appreciation, making it an attractive candidate in the energy space amidst a strong sector outlook.

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Consensus
Buy
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Valuation
Fair Value
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Similar
ENB
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.
BUY
Pipelines in Western Canada. Very stable earnings stream. 10% yield. Doesn't have commodity exposure and will be paid regardless of the prices.
BUY
Fine company. Not much risk because of commodity prices.
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