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.

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Consensus
Negative
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Valuation
Undervalued
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Similar
BCE
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.
TOP PICK
Great franchise. The situation with BCE is going to benefit them. When BCE investors have to cash out, this is a logical place for them to put their money.
TOP PICK
The BCE takeover can be very good for this company. Has had good margin improvements.
COMMENT
There are three bidders for BCE, and one of the losers on that deal may turn around and look at T-THowever it is expensive right now. On correction it will be an indemand stock.They own the BCE
DON'T BUY
When BCE goes, this will remain as one of the large-cap telecommunications play. Expensive. Expect there will be pressure on margins down the road.
BUY
This is his top pick in the telecom space. Excellent company with lots of free cash flow. Innovative in terms of wireless additions.
TOP PICK
Has had a nice run. Where BCE (BCE-T) had gone up 28%, this one is up about 3%. Can see $69 in a year plus a bit of yield. If private equity took a look at this, similar to BCE, it would be over $80.
TOP PICK
When BCE (BCE-T) gets bought out, it will be a different kind of company and will be a little bit more reticent to take on risks. Money coming out of BCE will gravitate here. Likes wireless.
TOP PICK
Has outperformed over the last 5 years because it had been so oversold. This company is a big beneficiary from the BCE deal.
BUY
Interesting juncture here. A lot of rumours in this space as a result of the BCE situation. Once the BCE money comes out, investors are going to be looking for a place to put it. This would be one of the obvious targets.
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