TSE:T

Telus Corp (T.TO)

15.75
-0.27 (1.69%)
as of Jun 25, 2026, 8:00:00 pm Market Open.
1396 watching
0
Investor Insights
star iconJun 25, 2026, 12:00 am

This summary was created by AI, based on 81 opinions in the last 12 months.

Telus Corp is currently facing challenges typical of the Canadian telecommunications sector, including competitive pressures and concerns about dividend sustainability. The recent appointment of a new CEO has raised expectations for potential changes in management strategy, particularly regarding the maintenance or possible cut of the company's dividend, which is currently yielding around 9%. While many experts see some long-term value given the company's assets and market position, there is a prevailing sentiment of caution due to the high dividend payout ratio and significant debt levels. Analysts suggest a mixed outlook, with views ranging from holding for income to the potential necessity of asset sales to stabilize the company's financial health. Overall, Telus represents a more conservative investment choice with defensive characteristics, suitable for income-seeking investors, albeit with inherent risks linked to the telecom industry's growth outlook.

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Consensus
Cautious
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Valuation
Undervalued
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BCE
PAST TOP PICK

(A Top Pick Oct 31/11. Up 22.1%.) To him, this is the best play in this sector. Still likes.

PAST TOP PICK

(A Top Pick May 15/12. Up 8.7%.)

HOLD

There is a reasonable amount of activity with relation to their voting and non-voting shares. Good dividend. One of the few that have really shown a lot of transparency in terms of dividend increases going forward.

HOLD

One caution right now is that telecoms, consumer staples and utilities have all rallied in the last year. Thinks there will be a pause, especially given that we are starting to see a decline in margins in all 3 areas. Dividends on this one have been going up at a nice sharp pace. He has been taking profits on this in the last year.

PAST TOP PICK

(Top Pick May 15/12, Up 7.29%) Is fine with them amalgamating the voting and non-voting shares as long as they don’t pay a premium.

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.
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