TSE:T

Telus Corp (T.TO)

17.09
-0.01 (0.06%)
as of Jun 4, 2026, 8:00:00 pm Market Open.
1396 watching
0
Investor Insights
star iconJun 4, 2026, 12:00 am

This summary was created by AI, based on 77 opinions in the last 12 months.

Telus Corp (T-T) is facing significant challenges, including high competition in the telecommunications sector and concerns over its dividend, which many analysts consider at risk of being cut. Although the company shows potential with a beautiful dividend yield nearing 9%, experts highlight a high payout ratio and escalating debt levels due to network investments. Many feel that the company's focus on monetizing assets, such as Telus Health, may provide some financial relief. The new CEO's strategies, including potential changes to dividend policies, can lead to positive transformations; however, many investors remain cautious. Overall, while there are mixed sentiments regarding its performance outlook, many see Telus as a strong dividend-paying stock but warn about the potential for volatility. The general consensus leans towards caution amid a tough market environment.

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Consensus
Cautious
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Valuation
Fair Value
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Similar
Rogers,RCI.B
WEAK BUY
The telcos are an oligopoly and pay big dividends, 4.5% by Telus. She prefers BCE because it pays 5.5%. More travel means more phone roaming charges for the telcos. Also, more immigration to Canada drives growth as these folks will buy a phone rather than landline. As for Rogers, we'll see what unfolds, if Rogers loses customers to its rivals.
BUY
They had good earnings, growth of 8-9% better than Bell. They made interesting gains. Saturation is high in telecoms, so there's limited growth in this industry. To make more money, you must give value-added services. In this sector, Telus has the best growth sectors while Bell offers the most stable income generation. He own both companies. You can enter Telus now.
BUY
Believes is a good business that will continue to preform well. Lots of headwinds in macro environment, but would be a good long term hold.
HOLD
Great company. Tremendous enterprise in Canada. Perplexed by purchase of LWRK at a large premium, needed to issue equity. They're trying to become a different telco. Happy to own for income.
BUY
Allan Tong’s Discover Picks Telus pays a fat 4.72% dividend yield at a % payout ratio. It trades at 23x earnings and a mere 0.54 beta. Shares are actually trading at 2022 lows beneath $29, but that’s in line with the overall TSX. Surprisingly, Telus has beat only one of its last four quarters, met two, but missed one. Not exactly a slam dunk. Read 3 defensive stocks weather uncertain markets for our full analysis.
DON'T BUY
Like Canadian banks, the telcos are a cartel. There should be more telcos for competition which would benefit Canadians. Telcos won't grow much more than overall GDP. The price of data is slowly coming down. They have excess cash flow which they mostly pay in dividends. Growth is 5-10% like a bond. Neither wonderful nor terrible investments. Not for him.
BUY
It has done a great job spinning off businesses and buying ones like Lifeworks. It pays a great yield well over 4%. What hurt them was the slowdown in western oil, but oil is definitely coming back. He continues to buy it.
SELL
Best in class for margins, growth, cashflow generation. Premium multiple. Take profits. If you like 5G and increase in data consumption, you're better to buy the tower operators like AMT, CCI, and SBAC. All 3 are down on the year, but growth profiles are robust.
BUY
Can't go too far wrong as an income play. Revenue growth has been pretty good. Canada's doing great, especially out West where Telus is. Doesn't like the huge capex fibre spend. Looks like being free cashflow positive starting later this year and for the rest of the decade. Expect significant dividend growth.
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Earnings expectations are 30 cents EPS, and revenues of $4.37B. It has missed 5 of the last 8 quarters, but the last quarter was good, showing 20% growth. Could buy here. Unlock Premium - Try 5i Free

BUY
Likes Canadian telecom space. Thinks company has expensive valuation. Generally speaking thinks space is good place to be. Company well positioned with fiber and wireless infrastructure build out.
PAST TOP PICK
(A Top Pick Mar 23/21, Up 27%) Best positioned in getting fibre to the home. Investing vertically in the value chain with healthcare and tech. Likely will see another dividend growth plan. He wishes he owned more. Nice 4% yield.
HOLD
Rocking and rolling. Dividends in Canada are in favour. People want boring, safety, stability. He also owns BCE. Not the best ideas, but nice anchors to have in your portfolio.
PARTIAL SELL
Done well, time to sell? No stock goes up forever. His advice is to diversify and own some of the towers. So perhaps sell half, and get into AMT, SBAC, or CCI. Carriers have held up quite well, whereas the towers have sold off in reaction to interest rates. In general, if the carriers are doing well, the towers will do well.
BUY
Growing at 13% this year, 15% next year. Yield is 4.3%, and that will probably grow high single digits per year. Defensive. Won't hugely outperform, but total return will be pretty good. It's an offensive defensive, that scores a few goals from time to time.
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