TSE:T

Telus Corp (T.TO)

14.95
+0.23 (1.56%)
as of Jul 16, 2026, 6:15:55 pm Market Open.
1397 watching
0
Investor Insights
star iconJul 16, 2026, 12:00 am

This summary was created by AI, based on 83 opinions in the last 12 months.

Telus Corp is currently facing significant challenges, with many analysts expressing concerns about its declining stock performance and the ongoing risk of a dividend cut. Despite a high dividend yield of around 9%, experts are divided on the sustainability of this yield given the company's high payout ratio and increasing competition within the telecom sector. The upcoming leadership transition with a new CEO is viewed as a potential turning point, but skepticism remains due to the ongoing issues within the industry, including regulatory pressures and market competition. Many suggest that Telus may be undervalued compared to its peers, but caution against expecting substantial growth in the near term due to the overall unfavorable industry environment and the potential for further capital expenditures without immediate returns. Long-term holders are advised to be patient and monitor developing strategies for debt reduction and financial stability.

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Consensus
Negative
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Valuation
Undervalued
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BCE
DON'T BUY
Traditional telephone providers are not going to be the winners. It will be wireless for personal communication and wires for TV sets. Cable companies have won that battle. Thinks dividends are safe for the next couple of years but questions if they grow. Would rather own the debt (which he does) rather than the stock.
TOP PICK
4.95% bond due May 15/14. Likes the telco sector. Yielding 2% more than the government of Canada is paying and well above what provincial bonds are paying. Single A low triple B high credit.
BUY
Good dividend. Undervalued at this time and probably due for an upsurge. This sector has proven to be quite recession resistant.
TOP PICK
6% yield. Big performer at 27% over the last year. There could be a merger with Bell (BCE-T). Now doing television.
COMMENT
Important thing to look at in this sector is whether a company is a leader or a laggard in the industry. Rogers (RCI.B-T) has a leading technology and is probably the “go to” stock. This company and BCE (BCE-T) are relatively safe and ok for yield. 5.9% yield.
DON'T BUY
Would buy BCE (BCE-T) instead.
BUY
One of the best management teams. Have some economic weakness in the region. Also some headwinds with CapX risks. At about 5X EBITDA and 9x earnings and paying a 6% yield makes it really attractive.
DON'T BUY
Fails to see enough catalysts to get the stock moving. Last quarter was not a stellar one. Struggling on both the revenue side and wireless. Management is going to start some cost cutting to help bolster the bottom line.
HOLD
Prefers BCE (BCE-T) but thinks the whole telecommunications sector is interesting. Feels dividends are safe. Generates good free cash flow. Good defensive play.
HOLD
(Market Call Minute.) Would Buy BCE (BCE-T) instead.
DON'T BUY
There is a high probability that they keep their dividend. Revenue per user is flat with Rogers but down 5% with Telus. They have to spend to upgrade their GSM. Generally a good company but he doesn’t see a recovery.
TOP PICK
Dividend is safe, just rose 5 months ago and expect another token rise this coming winter. Downside risk is pretty minimal.
DON'T BUY
Nothing has given us confidence. Recent volume has recently gone down with downtrend. May have to go back to 2005 or 2004 for support. Nothing indicates that it would stop. It might be trying to form a tiny bit of a bottom right now. If it popped up above $37/38 you would be interested.
TOP PICK
6.6% dividend. Came out with a warning about wireless numbers for first quarter. Can grow earnings 5% over the next 3-5 years. Multiple is very depressed right now compared to MBT or BCE. You are looking at a 11-12% return. Dividend is sustainable.
TOP PICK
Better dividend than Rogers. Beat up tremendously. Buy at this price and lock in the dividend. Low P/E/High dividend, (6.3%/$0.0475).
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