TSE:PPL

Pembina Pipeline Corp (PPL.TO)

68.33
+1.20 (1.79%)
as of Jun 10, 2026, 7:31:05 pm Market Open.
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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
BUY
Uses a package of three stocks, Fort Chicago (FCE.UN-T), Inter Pipeline (IPL.UN-T) and Pembina (PIF.UN-T) for accounts that are looking for income. The average yield is around 7.5%.
PAST TOP PICK
(A Top Pick Sept 28/05. Up 22%.) There is still more upside in this one. Mid $18's it is fully priced, but continue to hold.
BUY
Fort Chicago (FCE.UN-T) Pembina (PIF.UN-T) and Inter Pipeline (IPL.UN-T) all form a part of his clients portfolios.
BUY
Focusing on Inter Pipeline (IPL.UN-T), Fort Chicago (FCE.UN-T) and Pembina Pipeline (PIF.UN-T) which have yields of 7/7.25%.
BUY
Underweight the power/pipeline sector because of the way they react to higher interest rates. This one requires about 3/3.5% to your government 10 yr bond which is currently about 4.5%. Yield on Pembina should be around 7.5/8%. Look to buy in the low $14's.
HOLD
Have announced that they will be issuing additional units which could dilute the price. The company is doing this to clean up their balance sheet and may not have much effect.
HOLD
A good quality name. They have good exposure to the oil sands play. Have made some pretty good joint ventures. At these levels, it is fairly pricey. Could be a good time to take some profit.
TOP PICK
This Top pick consists of a basket of pipeline trusts, Fort Chicago (FEC.UN-T), Inter Pipeline (IPL.UN-T) and Pembina Pipeline (PIF.UN-T). As more and more oil/gas is discovered, it will have to be shipped. Pipelines are going to be the next growth phase in energy. There is a choice between paying a hefty P/E ratio for a regular pipeline company and getting a much higher yield. You'll get modest capital appreciation plus steady and increasing distributions.
BUY
Have just increased their distributions by 9%. Have some nice projects in the works that should give some distribution increases over time.
TOP PICK
If you believe in the growth of the energy business then you have to believe in the pipelines. Chose 3 pipeline trusts as a top pick, Fort Chicago (FCE.UN-T), Pembina (PIF.UN) and Inter Pipeline (IPL.UN-T). Should get continued modest growth. A good choice for conservative investors who want to participate in energy.
BUY
3 favourite pipelines he owns are Fort Chicago (FCE.UN-T), Inter Pipeline (IPL.UN-T) and Pembina (PIF.UN-T). Prefers Inter Pipeline and Pembina, but is buying all 3 for new accounts.
TOP PICK
A well run trust. Has about a 7% payout. Good growth prospects. Announced they are getting into the oil sands pipeline business and have signed a deal with Canadian Natural (CNQ-T) to move their bitumen when it's ready.
BUY
Fully taxable, so better in an RRSP. Likes it long term. Outside an RRSP, he would choose Fort Chicago (FCE.UN-T) in which 65% of the cash flow is taxed with the rest being counted as a return of capital.
DON'T BUY
Pipeline and power areas are very interest rate sensitive. As interest rates are expected to nudge up, he is very much underweight this sector. Valuations in this sector tend to be at the top end of the range. Very little opportunity for growth.
BUY
Doesn't expect a lot of growth, but fairly safe.
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