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

COMMENT

She owns no energy producers. Lack of pipelines in Alberta scare her off. VET is exposed outside Canada, which is positive, and the bought a Canadian nat. gas producer. They have a high exposure to Brent on international markets. It pays a 6% dividend, so you're paid to wait.

COMMENT

HOLD

8.6% dividend is high and maybe not sustainable. Maybe the market has discounted that it will be cut--he's not sure. Like the market, VET bottomed last December. Has since had a head-and-shoulders formation, perhaps pushing to $40. See how it reacts in the $30 range. The floor would be the high-$20s. See what happens in the next three months.

DON'T BUY

It fell hard last year and rebounded somewhat this year. It hit massive resistance and sold off hard when it touched two times book value. It is not supported by its earnings -- trading at 27 times earnings. You have to wait for earnings to catch up which requires higher oil prices. This could mean $37 was a short-term peak.

COMMENT

They met consensus on cash flow and production. Dividend is safe with WTI going down to $40.00. Paying you 8.2% with safety. The larger question is do you want to be involved in oil? He thinks this is cheap enough. But there are easier ways to make money in the next months with less strenuous sectors of the market.

PAST TOP PICK

(A Top Pick Apr 16/18, Down 15%) A strong cash-flow generator and he continues to recommend it for the international diversification and good yield of 8%. He thinks the payout ratio is still less than 90% and will be capable of continuing the dividend.

HOLD

They have international exposure which diversifies you away from Canadian oil prices. The dividend is safe. They will be paying down debt over the next few years from their cash flow. He likes it at current levels. But he doesn't know when investors will return to this sector to lift current depressed oil prices. Yields over 8%, so you can collect that and stay patient.

DON'T BUY

He just traded it because it failed to return to previous highs. He sold it last week, falling short of his target. Oil's seasonality ends in a week or two. VET appears to be weakening now. He's nearly out of oil entirely.

DON'T BUY

They have 40% exposure offshore. Their acquisition of Spartan has not yet taken hold. It trades on a premium multiple and it does not have the portfolio or cash flow yield he is looking for. The payout ratio is 90%. Yield 7%

TOP PICK

Well diversified. International assets set them apart, with a more diversified cash flow stream. Very disciplined. Really likes it at these levels. Yield is 7.75%. (Analysts’ price target is $42.71)

DON'T BUY

He likes VET and its yield, but doubts it'll go anywhere, unless there's a catalyst for oil. There's a perpection that oils stocks are dead, so something must change that investor mindset. Wait for the big guys to take out one of the intermediates. Until then, it's a slog.

TOP PICK

He has owned it for a few years. It is still earning about 8%. He likes it because of their European natural gas pricing. They are not exposed to the pipeline issue. He likes the management team and the torque to higher international oil prices. (Analysts’ price target is $42.71)

COMMENT

Dividend is sustainable, he thinks. Stable, healthy balance sheet on debt to earnings. Would need a major shock to the oil price for there to be a dividend cut. Good operator. With increase in Canadian exposure, stock has suffered on that perception.

BUY ON WEAKNESS

It is one of the big market caps. They pay an 8.2% dividend yield and he has a $50 target on it. They now have more holdings in Canada. People are worried about a dividend cut. He thinks this is a name to own; buy under $30.

BUY

Cash flow per share was in line in Q4. He sees 9% production growth and 8% cash flow per share growth. It's cheap at 6.7x though peers are at 4.5 x. Good balance sheet at 1.9x debt-to-cash flow. Their dividend is sustainable. It's one of the few oil stocks that hasn't cut its dividend. If you're comfortable with the direction of oil in the mid-term, then own this.

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Vermilion Energy Inc (VET.TO)