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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
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Valuation
fair value
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Similar
BCE, BCE
BUY
P/E has come down. Yield of 2.58% which is quite attractive. Good growth opportunities.
DON'T BUY
An interesting story. Has pretty much done nothing for a couple of months because of all the damage from the income trust story. Seems to be a slowdown in the adoption of wireless and new subscribers. Would be careful on this name.
DON'T BUY
Last quarter had slightly disappointing news that their free cash flow had dropped. Have increased their cap X and lowered their guidance in wireless. Still have great fundamentals of free cash flow. Expects it will creep higher.
COMMENT
Telecommunications sector is entering a very competitive phase. Prefers BCE (BCE-T) with its higher dividend yield and cheaper multiple. There are a lot of positive expectations built into the stock price and she would rather be in the lower valued company.
TOP PICK
(A Top Pick Oct 16/06. Down 13.2%.) Trust announcement by the government hit them. The average revenue for wireless user is rising. Generating substantial amounts of cash.
HOLD
Excluding the portion in the chart that was the income trust part, the trend is still very good. Don't look for the same kind of performance going forward that you've had in the past. Look for something closer to $50 as an entry point.
BUY
Multiple has come down quite a bit and is now about 16.5 X consensus earnings. Yield is about 2.7%. Moving into a very strong Buy position.
DON'T BUY
A fine company but has had a chequered history of labour relations. Doesn't meet his criteria.
PAST TOP PICK
(A Top Pick Sept 13/06. Down 12.3%.) There had been expectations of this company going into a trust. Still likes the wireless exposure and the dynamic management. Good cash flow been generated. Good price to buy. Could go private.
BUY
Has come down in terms of price earnings/ratio. He likes the telco space and this is one of the great growth companies in this country..
DON'T BUY
Way over valued according to his model.
DON'T BUY
Has had a pretty good run this year. Utilities tend to run fairly well on the front side of the market. If it got real cheap and the growth rate was still there, he would take another look at it, but it hasn’t got down to that point yet.
TOP PICK
(A Top Pick Jan 6/06. Up 10.4%.) The wireless is still a pretty good story. Generating lots of cash and expects the dividend to go higher.
PAST TOP PICK
(A Top Pick Aug 25/06. Down 7.1%.) Oil/gas index in general is down about 7%. Have had some production problems.
TOP PICK
(A Top Pick Oct 20/06. Down 6.8%.) EBITDA has been growing at about 15%. A lot of their cash flow comes from Alberta. Sitting market share from BCE (BCE-T). Just raised dividends and they could move higher.
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