TSE:PPL

Pembina Pipeline Corp (PPL.TO)

71.63
+0.55 (0.77%)
as of Jul 22, 2026, 8:00:00 pm Market Open.
1161 watching
0
Investor Insights
star iconJul 22, 2026, 12:00 am

This summary was created by AI, based on 49 opinions in the last 12 months.

Pembina Pipeline Corp (PPL) has garnered a generally positive outlook from various analysts, highlighting its strong position within the energy infrastructure sector. Many experts note its decent dividend yield, good growth projects, and favorable contracts that provide revenue visibility. While some analysts have expressed concerns about its recent performance and valuation, citing potential for a pullback, others emphasize its strategic assets and opportunities related to natural gas production. The stock demonstrates resilience amid turbulent market conditions, and many believe it remains a solid long-term investment choice, particularly in light of Canada’s increasing energy needs and infrastructure developments.

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Consensus
Buy
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Valuation
Fair Value
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Similar
ENB, ENB
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.
BUY
Inter Pipeline Fund (IPL.UN-T) and Pembina Pipeline (PIF.UN-T) are both excellent companies and are utilities. The fact that they are going down is really more a reflection of the market. They are both well managed.
BUY
One of his favourite pipelines. (See Top Picks for the other.) Likes the long-term growth prospects, which are steady. Will be very rewarding for people looking for high yielding, steady income investments and modest capital gains.
TOP PICK
Pipeline from Fort Murray down to Edmonton. About as safe as you can find in the pipeline sector. Yielding about 10.5%.
BUY
Just started looking at this. Will have some good growth opportunities from its exposure to the oil sands even though a lot of projects have been postponed.
BUY
Went to pipelines when things got ugly in the market. His #1 is Inter Pipeline (IPL.UN-T), #2 Pembina (PIF.UN-T), #3 Keyera (KEY.UN-T) and Altagas (ALA.UN-T). In terms of consolidation he thinks all 4 are takeover candidates by institutional holders. They have good sustainable yields.
BUY
A good one to own with the caveat that there is not any upside potential right now for their payout to increase. Margins have come down on what they carry and their payout ratio is getting pretty full. Does not see them cutting it.
BUY
(Market Call Minute.) For people looking for stable, long-term income with very modest growth, it is a Buy.
COMMENT
$14.80 is the 20-day moving average. If it can get through the $16.50 level it would signal a longer term participation. Moving averages have converged indicating at bit of softness. Moving averages are very tight. This could be a winner. Watch the volumes.
TOP PICK
(His Top Picks are conservative, dividend paying for a 1 year Hold.) Pretty close to a guaranteed cash flow. Very little economic sensitivity. 10% to 11% distribution is safe.
BUY
One of the better names in the pipeline sector. Barring any major capital needs, you have a good return scenario and your capital is going to be reasonably well protected. 11.1% yield.
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