TSE:T

Telus Corp (T.TO)

17.20
+0.11 (0.64%)
as of Jun 5, 2026, 2:27:23 pm Market Open.
1394 watching
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Investor Insights
star iconJun 5, 2026, 12:00 am

This summary was created by AI, based on 78 opinions in the last 12 months.

Telus Corp (T-T) has faced significant scrutiny from investors and analysts amid concerns regarding its dividend sustainability and overall growth potential. While some experts appreciate the attractive dividend yield, currently around 9%, many express doubts about its ability to maintain this payout, suggesting a likely cut could be necessary to strengthen the balance sheet. The telco sector overall is viewed as stagnant, with heightened competition and a lack of population growth negatively impacting revenue prospects. Discussions around the company’s debt levels, capital expenditures, and the impact of a new CEO suggest that while there may be turnaround potential, the immediate outlook remains cautious. Overall, investors should be prepared for a period of restructuring, with mixed opinions on whether Telus can reinvigorate its growth strategy in the face of prevailing challenges.

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Consensus
Cautious
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Valuation
Undervalued
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Similar
RCI.B
BUY

He is very warm towards the telecom companies. Gaining market share from Rogers (RCI.B-T).

BUY

Best in class. Great free cash flow growth. Great wireless growth. The one weak spot is that they are losing wire lines and TV to Shaw (SJR.B-T). There is a good chance they are going to raise their dividend. 3.8% dividend.

BUY

(Market Call Minute.) The only telecoms stock that has upside potential. All the others look fully valued.

BUY

Most analysts prefer T to BCE but she doesn’t feel that way. Not fantastic growth but good at cost cutting and good long-term holds. Likes the Bell media assets but T has a bit of a better geographic mix.

COMMENT
(Market Call Minute.) Has been selling his holdings.
PAST TOP PICK
(A Top Pick May 15/12. Up 5.85%.) The most expensive of the telcos but also has the best competitive position and the best growth prospects going forward.
COMMENT
Would you put a stop/loss on this and where would it be? This is a poster child for what corporations should be doing with their cash flows. For a Stop he would look at something around $58.
PARTIAL SELL
This is one of the safe haven stocks that people run to and has performed extremely well. PE is high because it has a very nice dividend of about 4.5%. This is done well over the last few years so if you own, it may be time to take some off the table.
WAIT
Has been a great stock to own over the past several years. In an uptrend but there is some resistance coming in at around $65 and you want to see it breaks through this. If they can do that with conviction, then the story is still very much intact.
HOLD
Feels the dividend will be maintained and likely increased. There is a good fundamental growth to their business. This would be his favourite among the telecommunications companies. They are more conservative and are doing some interesting things in Eastern Canada.
HOLD
People are flocking to telcos, especially those that are showing signs of growth. Didn’t think that they would have good wireless growth, but they did. Weak wireline but this is being overpowered by their wireless strength. Also have a little more pricing power given that they are levered to the west where the economy is doing better.
PAST TOP PICK
(Top Pick May 18/11, Up 19.10%)
TOP PICK
They are trying to consolidate the share structure, which in the end will be far better for the clients. He bought it as a run to great dividend stocks due to the fear in the market.
BUY
Dividend yield is going to be somewhat higher on non-voting shares. This is not his favourite image coupled group. Expect the non-voting share question will eventually get solved.
COMMENT
Non-voting shares (T.A-T) or this one? If you are buying, the non-voting gives you extra yield. In due course, you may end up moving closer to the voting shares.
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