Vermilion Energy Inc (VET.TO) Buy, Sell or Hold

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Vermilion Energy Inc (VET.TO)

16.23

+0.39 (2.46%)

as of Jun 8, 2026, 8:00:00 pm Market Open.

584 watching

Investor Insights

Jun 8, 2026, 12:00 am

This summary was created by AI, based on 14 opinions in the last 12 months.

Vermilion Energy Inc (VET-T) has received mixed reviews from analysts. While some see potential for growth due to increasing demand for natural gas in Europe and a disciplined management team, others consider it a value trap lacking catalysts. The company is working on consolidating its geographical exposure, with a focus on its operations in Canada and Western Europe, particularly in light of Europe's energy challenges post-conflict in Ukraine. Some experts highlight the firm's strong cash flow return and dividend payouts, while cautioning about the volatility associated with geopolitical factors impacting energy prices. Overall, while there are positive indicators, most experts suggest caution and strategic planning for exits in the context of market fluctuations.

Consensus

Mixed

Valuation

Fair Value

Similar

TOU

DON'T BUY

It's been tough on investors. VET claims that can support their dividend to $40 WTI, but we're getting close to that. They have 5% production growth, but prices are weak, so he doesn't see cash flow growth. When Canadian oil turns around, so will this, but now its chart is ugly.

WATCH

Yield comes out to 13.8% today. Energy is going to be a top pick later. He thinks the risk/reward is pretty good. It has been in a down trend. It is going back to 2005 and 2009 levels. You need to look at it on a monthly basis to get confirmation. Don't touch it if you are a momentum player. It might go a little lower

DON'T BUY

He hasn't followed VET in a while, and he owns no oil stocks. He prefers playing energy through pipelines like ENB-T. VET's troubles began when they The investors weren't sure what their strategy was. It's so volatile now.

WATCH

Desperately needs oil and/or gas prices to rise. Dividend is 13%. Now what? Balance sheet is slipping lower and lower. Selling about 16% below FMV. Earnings are slipping, and so has the stock. If he bought higher, he'd cross his fingers. If it doesn't hold at $22, look for $18.

COMMENT

Will the 13% dividend get cut and drive down the share price? It's an interesting stock that he has researched. The dividend is safe, yes, based on his stress test. VET isn't exposed to depressed Alberta oil prices (WCS) so that's good. The market hates Canadian oil, whether or not assets are in Canada or not (VET's case).

DON'T BUY

Be careful in the energy space right now. The market is telling you with the recent share price drops, that the underlying commodity price levels are not here to stay. Take the cue. This is not specific to VET-T, just the energy space as a whole.

BUY

Oil prices are down and who knows for how long? He's underweight oil, though he's always held, and he's minimal in Canadian oil. He'd buy VET in dips to average down. Has a $40 target. Buy a safer investment in this space is the ETF, HPF-T, so you're paid an 8% dividend to wait. It holds the world's 15 biggest oil companies. VET's dividend is a little rich at 13%, though he's okay with a cut and wait for this sector to come back. Expect a dividend cut in the oil sector.

BUY

Why are oil stocks so low when the oil price is high, especially during summer seasonality? Instead, we see big declines and volatility. The stocks just hit multi-year lows. However, in the past few days we've seen a massive reversal, including today. He's still bullish the price of oil. So, we should see a lift in oil stocks with the trend starting now. A parabolic trend up or down never lasts; at some point it changes direction.

DON'T BUY

For the long term? They're over-paying their dividend and it may not be sustainable. VET trades 1.5x book and their EBITDA is more than other oil companies. You're catching a falling knife. Wait for the price to turn up.

BUY

International and Canadian assets. 68% debt. Never cut the dividend, and it's quite secure. Dividend is important to management. Likes it, and he's buying more. Target of $36. More free cash flow comes from international assets. Yield is 10.7%

HOLD

He likes the company and its yield and its international diversification. There has been speculation on whether their capex requirements are really as low as they say they are. This could jeopardize their dividend. The balance sheet is strong, if you trust what they are saying. The company has never cut the dividend and would be loathe to cut.

DON'T BUY

It comes down to how you feel about energy. He's out of energy, period. But if energy comes back, VET will attract investors. Pays a good dividend and is well-run. But you may ride this down further which will cancel out your dividend. Buy utilities instead.

DON'T BUY

The bulls say you get international diversification and a high dividend and a good CEO. The bears argue the dividend is understating their maintenance capital, so maybe the dividend isn't sustainable and the CEO is overpaid as the stock struggles. Their maintenance capex is a little high. VET trades at a premium to the sector due to their dividend, which is sustainable. He wouldn't buy it now. He'd prefer WCP, because it has a lower valuation and has good cash flow.

RISKY

Say they can meet their generous dividend if WTI goes to $40. Balance sheet is fine. Likes it, but as oil prices bounce around, its metrics started to deteriorate. It's a good name as long as they execute and oil stays up. Yield is 10.5%.

HOLD

A rare company holding assets across several continents. The Spartan acquisition took investors by surprise. He likes the dividend sustainability -- it has never been cut. He will continue to hold it.

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Vermilion Energy Inc (VET.TO)