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
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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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Similar
BCE
DON'T BUY
Rogers (RCI.B-T), BCE (BCE-T) or Telus (T-T)? Telecoms look a little expensive. On a pull back he would be tempted to buy BCE, which has momentum and is gaining on wireless. Average revenue per unit is going up. Moving into internet protocol television (IPTV) is going to make them very competitive with cable companies.
DON'T BUY
BCE (BCE-T) or Telus (T-T)? Has no exposure to telecoms right now. Too much competition. Dividends on these 2 are safe but don’t see a lot of earnings growth.
DON'T BUY
Doesn’t like any of the telecoms because of the competition coming down the pipe with the newer mobiles but if she were choosing one, it would be this as it is in the part of the country that is seeing better growth.
COMMENT
Telecoms. BCE (BCE-T), Telus (T-T) or Rogers (RCI.B-T)? BCE is more of a dividend play with 5.4%. Growth is close to 6% long term. Rogers is more of a growth story. He would rate Telus as third.
TOP PICK
(Preferred A) Likes the free cash flow and dividends (currently over 4%).ROE of about 13%. Good growth potential despite all the competition. Has a new product called OpticTV, which has proven to be quite successful and will help them to compete.
TOP PICK
3rd quarter was in line. Have gone through the big CapX of their HSP overlay. Good free cash flow and attractive yield of about 4.6%.
COMMENT
Sees the 3 major telcos, BCE (BCE-T), Rogers (RCI.B-T) and Telus (T-T) as being on a continuum from conservative and slower growth with BCE through to aggressive and higher growth on Rogers end. Has all 3.
BUY
Likes the outlook for telecom. This is a growing business and a growing yield business. Still further room to go up.
PAST TOP PICK
(A Top Pick Aug 27/09. Up 47.39%.) Still a Hold.
COMMENT
Biggest growth potential between BCE (BCE-T) and Telus (T-T) for a long-term investor? Tends to favour BCE because of us competition and more room to cut costs. Expect they will both grow dividends 5%-10% a year but thinks Rogers (RCI.B-T) and Shaw (SJR.B-T) program with her dividends and buybacks shares faster. (See Top Picks.)
COMMENT
Prefer Rogers (RCI.B-T) for its better growth.
BUY
Heck of a chart. Keeps raising the dividend 5% a year. Not his preferred in this space. Earnings will not be that great this quarter.
COMMENT
Expects the dividend to continue to increase at about 5%-6% a year.
BUY
Likes the telco area in Canada and likes them for the income. Likes the stability and defensive characterizes.
HOLD
Good solid hold and won't go down much in the correction. His favourite is Rogers (RCI.B-T), which has better growth and almost the same dividend.
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