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TSE:VET

Vermilion Energy Inc (VET.TO)

17.36
-0.27 (1.53%)
as of Aug 28, 2026, 8:00:00 pm Market Open.
585 watching
0
Investor Insights
star iconAug 28, 2026, 12:00 am

This summary was created by AI, based on 15 opinions in the last 12 months.

Vermilion Energy Inc. (VET-T) has garnered mixed reviews from experts, highlighting its diverse geographical exposure which includes assets in Europe, Australia, and Canada. While some analysts express concerns over the lack of focus and the company's extensive international footprint, others point out that recent management efforts to streamline operations and concentrate on Canadian assets are promising. The company is noted for having significant natural gas production, particularly in Europe, which is expected to benefit from rising demand amidst energy supply challenges. Despite being perceived as undervalued and having improved performance metrics, some experts caution about inherent volatility and urge vigilance regarding geopolitical impacts on gas prices. Overall, while there's optimism about future growth, particularly in natural gas, doubts about the company’s strategic execution and catalysts persist.

consensus icon
Consensus
Mixed
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Valuation
Undervalued
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Similar
TOU
PAST TOP PICK
(A Top Pick Nov 19/18, Down 36%) Almost 14% dividend. He like it. It got beat up last year and is a buy this year during tax loss selling season.
HOLD
Doesn't own it in their core portfolio, but does own it in the income-seeking one. Juicy yield. Risk of dividend cut is moderate, but not immiment. Payout ratio is manageable. Has never cut a dividend. Stock is cheap. Yield is 14.2%.
WEAK BUY
Pays a 14.1% dividend, but the street expects this to be cut. He has started to look at it. VET has international operations in Europe and Australia. Worth buying if you stomach a dividend cut.
HOLD
The stock has really been hurt. Most of its assets are outside of Canada. The dividend is huge and continues to be paid. It is safe and cash flow will cover it. Everything he sees says it is okay. But it is not without risk.
WATCH
The dividend is very high. A good example of how the market doesn't want to be in fossil fuels. It's at 13% right now. It's a good company with European exposure. A great company but investors aren't buying it.
WATCH
The dividend is very high. A good example of how the market doesn't want to be in fossil fuels. It's at 13% right now. It's a good company with European exposure. A great company but investors aren't buying it.
BUY
They have a high yield and the market punished the stock. They only pay out 2/3'rds of their cash flow. He worries that they might cut the dividend a little at some point, but there is no reason for them to cut it at this point. There will be continued headline risk but they will climb higher over the next few months. You will see a geopolitical risk premium.
WATCH
It was a Top Pick and is up nicely. Don’t chase the stock right now. He does not think there is risk to the 12% dividend.
COMMENT

From a pension plan manager perspective, he is looking for yield. He worries that there may something wrong with VET-T as the dividend is so high. He swapped into ARX-T instead. He met with management recently and does not see anything specific to worry about and the team said their dividend is safe -- for now. Yield 10%

BUY
It is a very well positioned company, very good management. They can continue to pay that dividend. He has a lot of confidence in this company. This will perform well if the oil industry comes back. (Analysts’ price target is $32.00)
DON'T BUY
Yield of 14%! The company has indicated they intend to keep the dividend in place. However, whenever it gets to 10% yield, the market is usually telling you it will not be maintained. The recent purchase of Canadian natural gas assets is being questioned by investors.
COMMENT
The dividend is likely safe. They have some exposure to European natural gas where prices have fallen. Investors are concerned about the CEO getting a 52% pay raise last year, but the stock underperformed the index--what's going on? When oil stocks rally again, this will likely underperform over Euro prices and using their balance sheet to pay their dividend. But there aren't major issues here and it's overall fine.
PAST TOP PICK
(A Top Pick Sep 05/18, Down 48%) They have never cut the dividend in worse times. The shorts might give up. The assets are good and management is good.
DON'T BUY
Pays a near 15% dividend, which is getting dangerous. They carry $2 billion of debt, not horrible leverage, but still.... VET is in the wrong sector--oil is getting punished. There needs to be a China trade deal for oil to lift. Could be a couple of years before oil picks up. He owns only 4% oil.
TOP PICK
The dividend is very rich. A big chunk of free cash flow comes from Europe. A decade ago the dividend got to 20%. He thinks it is a bargain here. The balance sheet is in good shape and management says they are supportive of the dividend. He has a $36 dollar target on it. (Analysts’ price target is $32.40)
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