TSE:T

Telus Corp (T.TO)

14.72
+0.03 (0.20%)
as of Jul 15, 2026, 8:00:00 pm Market Open.
1397 watching
0
Investor Insights
star iconJul 15, 2026, 12:00 am

This summary was created by AI, based on 82 opinions in the last 12 months.

Telus Corp (T-T) is currently facing a challenging environment characterized by intense competition, high debt levels, and concerns over its substantial dividend yield, which has elicited fears of potential cuts. Many experts highlight the company's recent lower performance, positioning it as a utility rather than a growth stock, with the current yield exceeding 9%. Despite the bleak outlook, some analysts maintain a positive stance on the company's long-term potential, driven by asset monetization and a focus on growth in digital and healthcare services. However, doubts about sustainable earnings growth persist, and while there is a consensus that the dividend may be maintained, many question its long-term viability amid elevated payout ratios and fiscal constraints. A new CEO has been appointed, raising expectations for management changes that could reshape the company's future.

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Consensus
Negative
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Valuation
Undervalued
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Similar
BCE
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.
BUY
Expensive. Premium to peers. Wireless is a great place to be. Nearing end of capital deployment for fibre, so will have more free cash. Tentacles into agriculture and health. Quality name. Trades at 24x 2023, growing at 15%, so it works. Dividend works. Benefits from world opening up. Great stock for a dividend play.
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A mix of BCE and Telus is probably a good choice for exposure in the telco space. They should be able to pass inflation on to the end customer. They should also increase distributions to shareholders to offset inflation. Unlock Premium - Try 5i Free

BUY ON WEAKNESS
Stability, yield, and growth. Wait to see implications from the Rogers/Shaw deal. On his radar. If you own it, hold. Add on a pullback.
BUY
Well positioned. Excellent management. Spinning out divisions, which is wise. Good national player, good scope.
BUY
The Rogers feud will probably benefit Telus and Bell. Has not bought into telecos because there are better deals. Good dividend growth, stability and growth. Their strategy in the West is good.
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