TSE:PPL

Pembina Pipeline Corp (PPL.TO)

65.62
-0.67 (1.01%)
as of Jun 30, 2026, 8:00:00 pm Market Open.
1159 watching
0
Investor Insights
star iconJun 30, 2026, 12:00 am

This summary was created by AI, based on 47 opinions in the last 12 months.

Pembina Pipeline Corp (PPL) has received a mix of reviews from experts, highlighting its strong positioning within the energy infrastructure sector, particularly in natural gas and LNG. Many analysts appreciate the company’s solid dividend yield, which hovers around 5% to 5.8%, supported by contracted cash flows that provide revenue stability. While some experts express concern about recent valuation pressures and competitive dynamics within the pipeline sector, the long-term growth prospects appear favorable, especially with ongoing demand from data centers and rising gas export activities. However, there are mentions of a few regulatory and pricing issues that may weigh on its short-term performance. Overall, PPL is viewed as a solid investment for income-oriented investors looking for growth potential amid a changing energy landscape.

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Consensus
Buy
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Valuation
Fair Value
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Similar
ENB
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.
BUY
Oil pipeline. Solid with a decent yield of 10.4%, which he feels is safe. (See Top Picks for his choice. This would be #2.)
TOP PICK
This is a play on safety. Nice yield of over 10%. More into oil/gas distribution so you can consider it as more of a utility. Acquired Cutbank Complex, which is somewhat accretive.
TOP PICK
3 picks are based on income and he has avoided the more volatile juniors. Pipeline company servicing the oil sands area. No commodity risk. Likes their position for the infrastructure in the energy patch.
TOP PICK
Nice, predictable, boring 10.7% yield. Cash flow is pretty much in the bank for the next couple of years. Will convert to a corporation in a while and there may be tax complications 4, 5 years out. Likes the predictability of this stock for the next couple of years.
BUY
Well run company. Conservative. Have the internal Alberta market locked in and adding pipeline capacity. Will be maintaining distributions.
WEAK BUY
(Market Call Minute.) Okay for a long-term investment because the pipelines do give you stability but don't expect a lot of growth.
BUY
He is buying it, but is not counting on them maintaining the distribution. It’s a first rate company in a growing field.
COMMENT
If it is outside of an RRSP, you are probably better with another because of the dividend tax credit. Recession-resistant part of economy. If they don’t have sufficient tax shelter will have to cut dividend when they convert.
TOP PICK
An oasis in the storm. Energy infrastructure and a boring pipeline business with a lot of feeders in the tar sands. 11.5% yield. Trades at 12X forward earnings. Great growth prospects and distributions are safe for the next 5 years.
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