TSE:T

Telus Corp (T.TO)

17.09
-0.01 (0.06%)
as of Jun 4, 2026, 8:00:00 pm Market Open.
1395 watching
0
Investor Insights
star iconJun 4, 2026, 12:00 am

This summary was created by AI, based on 77 opinions in the last 12 months.

Telus Corp (T-T) has faced significant scrutiny from analysts regarding its dividend sustainability and overall growth potential. Many experts express concerns about the company's heavy debt loads and competitive pressures within the telecom sector, leading to a consensus that a dividend cut may be forthcoming to improve financial flexibility. Despite these challenges, some analysts appreciate the company's long-term asset potential and the new CEO's ability to possibly drive positive changes. The stock's high dividend yield, hovering around 9%, attracts income-focused investors, yet uncertainties about future performance dominate expert opinions. While there are those who see potential in asset monetization, the prevailing sentiment suggests caution as the telecom landscape remains highly competitive and challenged by regulatory issues.

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Consensus
Caution
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Valuation
Fair Value
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Similar
Rogers, RCI.B
COMMENT
If you are a growth investor it is a Sell. Ranks #241. If you are an income investor, it is a Buy.
BUY ON WEAKNESS
On his radar screen along with Manitoba Tel (MBT-T). This would be for his blue chip growth clients’ accounts. Would be interested around $51 or $52.
SELL
Hasn't liked the telcos, but if you have to own one, this would be it. Lots of competition on the wireless side. Trades at a lower multiple than the rest. Prefers Rogers (RCI.B-T).
TOP PICK
Last quarter wasn't great and the stock got really hit. Has under performed the group and is a great value play. She is looking for this quarter to be much better. Will be re-capitalizing their balance sheet, so that will look better. To roll out their GSM system, it will only take about $450 million of capX, which is really good.
TOP PICK
Only 4 or 5 big names in the space. Asset class you have to own. BCE is going away. All that market cap will come back to telecom space. Dividend has room to increase, not expensive.
HOLD
Has come down to virtually A market multiple. Definitely Hold and may very well be a Buy
BUY
Its growth engine has been the cellular phone side. There is now uncertainty as to whether the government will license out a 4th provider. Trading where it is because the talk of the leveraged buyout is now over.
DON'T BUY
Has been Canada's growth telecom vehicle and continues to be. Have the best management and the best balance sheet. 2 problems are valuation, which is starting to come out of the stock and competition.
COMMENT
Stumbled last quarter but a first rate company. Growth outlook is superior to Manitoba Tel (MBT-T).
DON'T BUY
Recently broke a key support level this month. Has been in a downward trend for the last few months. Market had expected this company would be taken out similar to BCE (BCE-T) but that didn't happen.
BUY
Feels this offers better value Rogers (RCI.B-T). Will have to develop world phone capability at pretty significant capital cost.
DON'T BUY
His model price is $44.93. Reported and reduced their earnings estimates. There is a -17% differential on this one.
HOLD
Has fallen because 1) the takeover premium in the telco sector is now gone and 2) last quarter came out with some really choppy earnings. Had a higher than expected churn on their mobile, higher acquisition costs and barely beat estimates. Telcos don't have the bundling ability like the cables.
TOP PICK
Been severely punished in the last couple of weeks as a result of BCE, no mergers/acquisitions and also the 2nd quarter was a bit of a disappointment. Thinks they will regain ground in the 3rd and 4th quarters. Fundamentals for the wireless business is still good.
BUY
Globally Telcos are lagging cable companies. Better bundles are with cable. Also been under pressure because of concerns they will bid for BCE. This is unlikely so it may be an opportunity. Have a great cash position with the possibility of increased dividend or stock buyback.
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