TSE:T

Telus Corp (T.TO)

14.77
+0.05 (0.34%)
as of Jul 16, 2026, 2:15:47 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.

consensus icon
Consensus
Negative
valuation icon
Valuation
Undervalued
review icon
Similar
BCE
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.
COMMENT
Had a sharp correction because of a possible merger with BCE. That is off the table now. 2nd quarter was not good. An exceptionally well-run company. Has been growing consistently and will continue to do so. Long-term, an excellent stock.
HOLD
Hit recently because of disappointing earnings. Looks like it's a one-time deal. Jury is still out, but he is giving it the benefit of the doubt because of the sector. Would not hold this much below $54.
BUY
Doesn't like that they are using CDMA, which doesn't seem to work very well instead of GSM. Very strong company.
BUY
Good management. Have just announced they are not getting involved with the BCE takeover. A good hold.
BUY ON WEAKNESS
With BCE going private, you are only left with this company and Rogers (RCI.B-T) if you want wireless. The stock still has a bit of a premium in it. Likes it longer term, but would prefer it to 10% lower.
Showing 856 to 870 of 1,273 entries