Stella-Jones Inc.

TSX:SJ Rapport sur les actions

Capitalisation boursière : CA$4.5b

Stella-Jones Dividendes et rachats

Dividende contrôle des critères 4/6

Stella-Jones est une société versant des dividendes avec un rendement actuel de 1.67% qui est bien couvert par les bénéfices. La prochaine date de paiement est le 19th June, 2026 avec une date ex-dividende de 2nd June, 2026.

Informations clés

1.7%

Rendement du dividende

2.0%

Rendement des rachats

Rendement total pour l'actionnaire3.7%
Rendement futur des dividendes2.0%
Croissance des dividendes12.8%
Prochaine date de paiement du dividende19 Jun 26
Date ex-dividende02 Jun 26
Dividende par actionn/a
Ratio de distribution23%

Mises à jour récentes sur les dividendes et les rachats

Recent updates

Mise à jour du récit Jun 02

SJ: Recalibrated Expectations And Capital Discipline Will Support Future Share Performance

Stella-Jones’ updated analyst price target has been reset lower to CA$93. This reflects a series of recent cuts from multiple firms as analysts temper their fair value assumptions, revenue growth outlook, margin expectations, and future P/E inputs.
Article d’analyse May 08

Stella-Jones Inc. Just Missed Earnings - But Analysts Have Updated Their Models

Stella-Jones Inc. ( TSE:SJ ) just released its latest quarterly report and things are not looking great. Results look...
Mise à jour du récit May 04

SJ: Capital Returns And Mixed Ratings Will Shape Future Share Performance

The updated analyst price target for Stella-Jones edges slightly lower to CA$99.00, with analysts pointing to modest tweaks in fair value, discount rate, and assumed future P/E as they recalibrate their views following recent mixed target changes and a downgrade. Analyst Commentary Recent research on Stella-Jones reflects a mix of optimism around execution and earnings power alongside some emerging caution on valuation and risk-reward at current levels.
Mise à jour du récit Apr 20

SJ: Higher Discount Rate And Capital Returns Will Shape Future Share Performance

Analysts have trimmed their fair value estimate for Stella-Jones to CA$99.89 from CA$101.44, as a slightly higher discount rate and more moderate revenue growth and profit margin assumptions temper the impact of recent price target increases from CIBC, Scotiabank and RBC Capital. Analyst Commentary Recent Street research on Stella-Jones reflects a mix of optimism on execution and caution on valuation and future growth assumptions.
Mise à jour du récit Apr 05

SJ: Higher Price Assumptions And Capital Returns Will Shape Future Share Performance

Narrative Update on Stella-Jones Analysts have nudged their outlook higher on Stella-Jones, with recent Street research pointing to price targets of CA$95, CA$99, and CA$102. These are supported by updated assumptions around discount rate, revenue growth, profit margin, and future P/E, which keep fair value estimates broadly in line with prior levels.
Mise à jour du récit Mar 21

SJ: Higher P/E Assumptions And Dividend Policy Will Support Future Upside Potential

Analysts have nudged their outlook on Stella-Jones higher, with recent Street research showing price targets moving to CA$95, CA$99, and CA$102. These changes reflect incremental adjustments to assumptions such as the discount rate and forward P/E, while keeping fair value estimates broadly steady.
Mise à jour du récit Mar 07

SJ: Recent Dividend And P/E Assumptions Will Shape A Steadily Fair Profile

The analyst price target for Stella-Jones has been lifted by about CA$4 to roughly CA$101, as analysts factor in adjustments to discount rates, revenue growth, profit margins and future P/E assumptions that are broadly consistent with recent target increases from CIBC, Scotiabank and RBC Capital. Analyst Commentary Recent Street research reflects a cluster of modest price target lifts for Stella-Jones, with targets now cited around the mid to high CA$90s and just above CA$100.
Mise à jour du récit Feb 20

SJ: Utility Modernization And Acquisitions Will Shape A Steadily Fairly Valued Profile

Analysts have nudged their price target on Stella Jones slightly higher to about CA$97 from roughly CA$96, reflecting modest tweaks to fair value estimates, a slightly lower discount rate, and a marginally higher assumed future P/E multiple. Valuation Changes Fair Value: CA$96.06 adjusted to CA$97.17, a small move higher reflecting modest model changes.
Mise à jour du récit Feb 06

SJ: Utility Modernization And Acquisitions Will Shape Future Fairly Valued Profile

Analysts have modestly lifted their fair value estimate for Stella-Jones to about C$96 from roughly C$95. They point to expectations that the company can build on its role as a diversified platform supporting utility infrastructure modernization and a potential acquisitive phase in transmission and distribution spending.
Article d’analyse Jan 30

Is Stella-Jones (TSE:SJ) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Mise à jour du récit Jan 23

SJ: Utility Modernization Platform And Acquisitions Will Shape Fairly Valued Shares

Our fair value estimate for Stella-Jones nudged from C$95.00 to about C$94.94 as analysts balance a new C$100 Outperform initiation, which highlights long term infrastructure and acquisition potential, with a C$89 price target trim from another firm that remains Neutral on the shares. Analyst Commentary Bullish Takeaways Bullish analysts see room for a re-rating as Stella-Jones is described as moving from a mature wood products consolidator into a broader platform tied to utility infrastructure modernization, which they link directly to their C$100 price target.
Mise à jour du récit Jan 09

SJ: Utility Modernization And Acquisitions Will Test Fairly Valued Shares

Narrative update on Stella-Jones The analyst price target for Stella-Jones has shifted modestly around the C$88 to C$100 range, as analysts point to a potential re rating opportunity tied to the company’s role in utility infrastructure modernization and an expected acquisitive phase, while others have trimmed targets and moved to more neutral stances. Analyst Commentary Recent research on Stella-Jones shows a mix of optimism around its role in utility infrastructure and more cautious views that focus on valuation and near term execution risk.
Mise à jour du récit Dec 20

SJ: Utility Infrastructure Modernization Acquisitions And Buybacks Will Drive Future Upside

Analysts have nudged their fair value estimate for Stella-Jones higher, lifting the price target to about $95 from roughly $93.56. This reflects slightly stronger long term revenue growth expectations and a modestly higher earnings multiple, as the company is viewed as entering an acquisitive, infrastructure driven expansion phase.
Article d’analyse Dec 10

An Intrinsic Calculation For Stella-Jones Inc. (TSE:SJ) Suggests It's 32% Undervalued

Key Insights The projected fair value for Stella-Jones is CA$123 based on 2 Stage Free Cash Flow to Equity Current...
Mise à jour du récit Dec 06

SJ: Utility Infrastructure Modernization And Acquisitions Will Shape Performance From Here

Analysts have modestly lifted their price target on Stella-Jones, pointing to a C$100 upside case. This view is anchored in expectations for an acquisitive growth phase and a long runway in utility infrastructure modernization, despite only slight tweaks to growth, discount rate, and margin assumptions.
Mise à jour du récit Nov 21

SJ: Infrastructure Spending And Execution Risks Will Drive Performance Going Forward

Analysts have raised their fair value estimate for Stella-Jones from C$89.63 to C$93.56. They cite a shift towards higher profit margins and anticipated multi-year infrastructure growth as drivers of the increase.
Article d’analyse Nov 07

Analysts Are Updating Their Stella-Jones Inc. (TSE:SJ) Estimates After Its Third-Quarter Results

It's been a good week for Stella-Jones Inc. ( TSE:SJ ) shareholders, because the company has just released its latest...
Mise à jour du récit Nov 07

SJ: Revenue Outlook And Industry Headwinds Will Shape Performance Ahead

The analyst consensus price target for Stella-Jones has increased by approximately C$4 to C$89.63. This reflects analysts' expectations for improved revenue growth and profitability metrics in the latest forecasts.
Article d’analyse Oct 07

Stella-Jones Inc.'s (TSE:SJ) Low P/E No Reason For Excitement

When close to half the companies in Canada have price-to-earnings ratios (or "P/E's") above 17x, you may consider...
Article d’analyse Sep 08

Stella-Jones (TSE:SJ) Has A Somewhat Strained Balance Sheet

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Article d’analyse Aug 05

Stella-Jones (TSE:SJ) Might Have The Makings Of A Multi-Bagger

TSX:SJ 1 Year Share Price vs Fair Value Explore Stella-Jones's Fair Values from the Community and select yours Did you...
Article d’analyse Jul 02

Benign Growth For Stella-Jones Inc. (TSE:SJ) Underpins Its Share Price

When close to half the companies in Canada have price-to-earnings ratios (or "P/E's") above 16x, you may consider...
Article d’analyse May 31

We Think Stella-Jones (TSE:SJ) Is Taking Some Risk With Its Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Article d’analyse Apr 30

Shareholders Would Not Be Objecting To Stella-Jones Inc.'s (TSE:SJ) CEO Compensation And Here's Why

Key Insights Stella-Jones will host its Annual General Meeting on 7th of May CEO Eric Vachon's total compensation...
Article d’analyse Mar 05

Stella-Jones (TSE:SJ) Is Paying Out A Larger Dividend Than Last Year

Stella-Jones Inc. ( TSE:SJ ) will increase its dividend from last year's comparable payment on the 18th of April to...
Article d’analyse Mar 02

Stella-Jones Inc. (TSE:SJ) Just Released Its Annual Results And Analysts Are Updating Their Estimates

Last week saw the newest yearly earnings release from Stella-Jones Inc. ( TSE:SJ ), an important milestone in the...
Article d’analyse Feb 18

We Like These Underlying Return On Capital Trends At Stella-Jones (TSE:SJ)

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
User avatar
Nouveau récit Feb 07

Acquisitions And Utility Pole Demand Will Strengthen Future Performance

Strategic acquisitions and sustained demand for utility poles are expected to drive higher sales and profitability for Stella-Jones.
Article d’analyse Feb 03

Estimating The Intrinsic Value Of Stella-Jones Inc. (TSE:SJ)

Key Insights Stella-Jones' estimated fair value is CA$67.21 based on 2 Stage Free Cash Flow to Equity With CA$70.13...
Article d’analyse Jan 18

If EPS Growth Is Important To You, Stella-Jones (TSE:SJ) Presents An Opportunity

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Article d’analyse Nov 15

Stella-Jones Inc.'s (TSE:SJ) 25% Dip In Price Shows Sentiment Is Matching Earnings

The Stella-Jones Inc. ( TSE:SJ ) share price has fared very poorly over the last month, falling by a substantial 25...
Article d’analyse Nov 09

Earnings Miss: Stella-Jones Inc. Missed EPS By 20% And Analysts Are Revising Their Forecasts

Stella-Jones Inc. ( TSE:SJ ) just released its latest quarterly report and things are not looking great. Results showed...
Article d’analyse Nov 06

Returns At Stella-Jones (TSE:SJ) Are On The Way Up

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
Article d’analyse Oct 07

A Look At The Fair Value Of Stella-Jones Inc. (TSE:SJ)

Key Insights Stella-Jones' estimated fair value is CA$105 based on 2 Stage Free Cash Flow to Equity With CA$91.33 share...
Article d’analyse Aug 23

Investor Optimism Abounds Stella-Jones Inc. (TSE:SJ) But Growth Is Lacking

It's not a stretch to say that Stella-Jones Inc.'s ( TSE:SJ ) price-to-earnings (or "P/E") ratio of 14.2x right now...
Article d’analyse Aug 04

Stella-Jones (TSE:SJ) Is Looking To Continue Growing Its Returns On Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...

Stabilité et croissance des paiements

Récupération des données sur les dividendes

Dividende stable: Les dividendes par action de SJ sont restés stables au cours des 10 dernières années.

Dividende croissant: Les paiements de dividendes de SJ ont augmenté au cours des 10 dernières années.


Rendement des dividendes par rapport au marché

Stella-Jones Rendement des dividendes par rapport au marché
Comment le rendement du dividende de SJ se compare-t-il à celui du marché ?
SegmentRendement du dividende
Entreprise (SJ)1.7%
25% du marché (CA)1.7%
25% du marché (CA)5.4%
Moyenne du secteur (Forestry)2.4%
Analyste prévisionnel (SJ) (jusqu'à 3 ans)2.0%

Dividende notable: Le dividende de SJ ( 1.67% ) n'est pas notable par rapport aux 25 % des payeurs de dividendes les plus faibles du marché Canadian ( 1.67% ).

Dividende élevé: Le dividende de SJ ( 1.67% ) est faible par rapport aux 25 % des premiers payeurs de dividendes du marché Canadian ( 5.44% ).


Bénéfice distribué aux actionnaires

Couverture des revenus: Grâce à son faible ratio de distribution (23%), les dividendes versés par SJ sont bien couverts par les bénéfices.


Paiement en espèces aux actionnaires

Couverture des flux de trésorerie: Avec son faible cash payout ratio (14.4%), les paiements de dividendes de SJ sont entièrement couverts par les flux de trésorerie.


Découvrir des entreprises qui versent des dividendes élevés

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/07 04:46
Cours de l'action en fin de journée2026/06/05 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Stella-Jones Inc. est couverte par 15 analystes. 9 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Jim ByrneAcumen Capital Finance Partners Limited
Stephen AtkinsonBMO Capital Markets Equity Research
Hamir PatelCIBC Capital Markets