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

Used to own this. The pipelines hold monopolies. They're in an excellent market position and pay an attractive dividend, which will do well as rates fall. Is a long-term hold.

BUY ON WEAKNESS
Bought at $40, now at all-time high of $55. Take profits, or hold and collect dividend?

She's a long-term owner of stocks, this gives you the impact of compounding dividend growth. She will trim if  necessary, not holding a weight of 10% for example. Proven long-term ability to grow, lots ahead. Coastal GasLink will bring more nat gas to the West Coast. 

Doesn't love buying for new clients at these levels, but confident in its ability to grow.

BUY

Owned this over 10 years. Are well-positioned in midstream. Are growing their dividend which is attractive. Weak oil prices may limited the share price, but long term this will perform.

HOLD

A bit above his buy price today. A smaller pipeline, so it's able to do some unique deals.

PAST TOP PICK
(A Top Pick Aug 22/23, Up 35%)

He took some profits after a good run. Is a better third play in pipelines because of its growth potential. Trades at 9x operating cash, beat earnings last week and pays around a 6% dividend. Offers some growth. 

BUY ON WEAKNESS

Last earnings report beat, increased dividend, secured 50% of Cedar LNG. Gotten expensive in last month. He models decent growth combined with nice dividend. Wouldn't buy here, but under $50 would add this quality name.

WATCH
Has peaked out at current levels four times since 2014.

Shows long-term resistance, and that stuff matters. Resistance is the price that some people bought at and will be looking to get out, so there's going to be some selling pressure. But if there's a breakout, that's great. Watch and see what happens.

BUY
Freehold vs. Pembina for dividends

Politics is a terrible way to invest. Freehold will probably do well because of government environmental incentives and the ESG trend. Pembina will do better if the Republicans win in the US or the Tories in Canada. There will still be a need for pipelines; green energy won't do the trick.

TOP PICK

It is well positioned to the growth of natural gas production and processing. Its dividend yield is 5 1/4 and dividend growth is good. It should see higher volumes with existing assets. There is investor concern on whether they will buy Trans Alta. They already have KKR as a partner as well as a good balance sheet.              Buy 10  Hold 5  Sell 0

(Analysts’ price target is $55.70)
TOP PICK

Likes it as a core income name. Uniquely placed in Western Canada to benefit from rising nat gas production. Guided to 4-6% EBITDA growth through 2026. Self-funding, with backlog and projects in place to support growth. Implies dividend can also grow in mid-single-digit range. Yield is 5.35%, track record of increasing dividend.

Will benefit from increased LNG export facility takeaway capacity. Declining interest rates will be a tailwind for the sector.

(Analysts’ price target is $55.33)
BUY ON WEAKNESS

Just starting to break out, you can see it on the 5-year chart. Whenever you see a breakout, that's good news. Pretty decent-looking chart. If looking for entry points, perhaps buy on a pullback to the neckline around 50-ish dollars. As long as the breakout holds, anywhere near that $50 point is a great buy point.

Before you get too many legs in, maybe wait till it goes to $53, and then pulls back a buck or two.

HOLD

Good company, strong financials, strong management. Expects continued dividend increases. Should benefit from higher oil prices. Good long-term hold. Cheaper than ENB. 12% profitability, slightly better than current TSX. Balance sheet quite strong, especially for a pipeline. Impressive yield.

Take a look at TRP, less expensive.

TOP PICK

It is one of the better pipelines and has done pretty well this year with volume growth out of Western Canada. With there now being two large scale pipelines there are lots of opportunities in moving oil and gas to the west coast. With greater volumes there is less concern over the commodity prices.

BUY

Excellent company with a strong prospects. Has owned shares for 2 decades. Very good assets that are hard to replicate. Strong management team. 

PAST TOP PICK
(A Top Pick Apr 11/23, Up 18%)

Very busy with Cedar LNG and Enbridge acquisition. Business very strong. Excellent for long term share holders. Diverse business with strong management. Will continue to own. 

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