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.

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Consensus
Buy
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Valuation
Fair Value
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Similar
ENB
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.
TOP PICK
Have added capacity and are extremely well managed. Yield is in the 10% ballpark.
BUY
Have had good results. Utility type company that should make the transition to the corporate side. Have new pipeline capacity coming on. Nice yield of 9.6%.
BUY
In general, the pipeline business is a regulated one so it doesn't take any commodity price risk. In uncertain times you want to be in the utilities. 9.5% yield.
BUY
Like pipeline business generally and they have a new project coming up in North West BC which will provide growth. The only issue would be the distribution level in 2011
TOP PICK
Very little economic sensitivity, almost guaranteed distribution. Once it is not a trust, dividend will come down. Likely a take-out candidate before the conversion, though. 10% distribution currently.
PAST TOP PICK
(Top Pick Oct 23/07, Down 19%) It’s irrational that it’ down this much. Stable business with almost guaranteed cash flows.
BUY
Not only a pipeline, but also do processing. Have made a big push into the oil sands to carry bitumen and oil out. Profits and distributions have been growing. Will still have a high payout ratio after the trusts are dissolved.
BUY
(Market Call Minute.) You'll probably be very happy with this.
BUY
(Market Call Minute.) A pipeline and pays very steadily. In an area where production is growing.
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