TSE:VET

Vermilion Energy Inc (VET.TO)

14.40
+0.68 (4.96%)
as of Jul 21, 2026, 8:00:00 pm Market Open.
584 watching
0
Investor Insights
star iconJul 21, 2026, 12:00 am

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

Vermilion Energy Inc (VET) has received mixed reviews from experts, with opinions ranging from cautious optimism to critical assessments. While some view the company as a potential value trap due to its broad geographic exposure and lack of clear catalysts, others highlight the disciplined management and recent performance improvements. Natural gas, particularly in Europe, is seen as a significant opportunity, given the region's increasing energy demands exacerbated by geopolitical tensions. The company's focus on consolidating operations and returning capital to shareholders is noted, alongside concerns about market volatility and a need for careful monitoring of exit strategies. Overall, while some analysts express a bullish stance on VET, particularly as an intermediate fuel option, others recommend exploring alternatives with more growth potential.

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Consensus
Mixed
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Valuation
Fair Value
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TOU
BUY ON WEAKNESS
The dividend is sustainable. He has it as a 2% allocation within his energy portfolio. They benefit from operating outside of North America.
DON'T BUY
It trades at a higher premium than some of its peers. You do get some foreign exposure with this. Can get higher returns with other names and slightly better balance sheets.
PAST TOP PICK
(A Top Pick Feb 02/18, Down 17%) He's holding onto this, because they hold many off-shore European assets and they generate a lot of cash flow. A safe dividend. Under the same cloud as all Canadian oil stocks, though.
BUY ON WEAKNESS
They are on BNN this afternoon. They reported results yesterday. They did a $1.46 in cash flow. He likes the stock and his target is $50. There is a fabulous dividend of 7.5%. Anytime this stock backs off below $30 it is a buy and you are getting a fabulous yield.
HOLD
Their payout ratio is measured differently. On a EPS basis is was a net loss. The management team pays the dividend on a sustainable basis. So he likes the quicker payback on his capital. He does own it. Yield 8.2%
WEAK BUY
They produce in France, not western Canada, and are exposed to international oil prices, not WCS. VET is respectible in their sector, but he prefers Parex. But anyone selling at international oil prices deserves a nod.
BUY
One of the few names on oil land where he sees production growth and CF growth. It trades cheaper than its 5 year average. He is constructive on the name. It's balance sheet isn't the most pristine but OK. OK to own as long as you see oil in the $55 -$65 range.
WAIT
One of her favourite energy stocks. We've had several false bottoms, so she's not sure this is the bottom. Good geographic diversification, and not reliant on Canadian prices. Likes the management. (Analysts’ price target is $41.27)
COMMENT
It has good valuation relative to all stocks. The balance sheet is in good shape but they have bad price momentum.
COMMENT
Dividend sustainable? She thinks you need to watch that the dividend does not become too high relative to earnings per share, but she does think the yield is sustainable. She holds almost 0% in energy at this time. They started buying Canadian properties, which has caused the market to question that when they hold so many assets in higher priced markets. Yield 9%.
HOLD
Hold it. The near-9% dividend and their non-North American focus are positives, but VET is getting painted with the same brush (Canadian oil). You're getting paid to wait; time is your best friend.
SELL
The price hasn't collapsed like its peers such as Baytex. But VET's fair market value at $24, so it's now pricey. VET is paying out way more than it's earning. No wonder the stock price is slipping. If this continues, VET's 8.8% dividend will be cut by a third just to equal earnings. The oil patch better turn around. Sell half of this.
SELL
He last time suggested to sell this and continues to worry about the dividend payout being too high. He sees 20% downside from his model valuation. Other than SU-T, he would not touch the Canadian energy sector. Yield 8%
HOLD
Very strong yield right now. Concerns over the dividend. This is one of the last things they want to do, so he thinks dividend is safe. A play on oil with a ton of assets outside Canada. (Analysts’ price target is $41.27)
COMMENT
WCP-T is a good mid-cap energy company, but he is not excited about the space right now. He is not looking to add in this environment, but when he returns WCP-T would be a great company. His largest holding is VET-T.
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