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TSE:T

Telus Corp (T.TO)

13.41
-0.15 (1.11%)
as of Aug 26, 2026, 5:06:04 pm Market Open.
1394 watching
0
Investor Insights
star iconAug 25, 2026, 12:00 am

This summary was created by AI, based on 84 opinions in the last 12 months.

Telus Corp (T-T) faces significant scrutiny from analysts following a recent 55% cut in its dividend, which, while easing immediate concerns, leads to questions about long-term sustainability. Experts highlight the company’s challenges, particularly its high payout ratio and the competition in the Canadian telecom industry. While some view Telus as a stable income provider, the lack of organic growth and potential for further dividend cuts weigh heavily on sentiment. The transition to a new CEO raises hopes for restructuring and asset sales, but many analysts suggest caution due to the broader economic pressures affecting the telecom sector. Overall, while Telus holds value for income-focused investors, concerns about revenue stagnation and high debt persist, leading to a complex outlook for the company.

consensus icon
Consensus
cautious
valuation icon
Valuation
fair value
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Similar
BCE, BCE
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.
TOP PICK
Reporting to moral and she is expecting good things. Margins are good. Making a huge amount of money on wireless. Doesn't think they will be making a play for BCE.
COMMENT
This is a little problematic here. They have shown interest in merging with BCE. If this happened, it would be negative for them. On the other hand, it could be a takeover.
COMMENT
The telco area is a very capital-intensive business. There is a lot of competition coming down the road. This is a well-run company with good dividends. Could be volatile.
BUY
Have been buying recently. Below $60, it looks excellent just on its wireless fundamentals.
BUY
One of the leaders in diversified communication needs such as cable, wireless, telephone video, etc. Expect BCE money will float into the different communication companies.
TOP PICK
Underlying fundamentals are great. Great margin growth and great asset turnover growth. Cheaper than the market on a PE basis.
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