Pembina Pipeline Corporation

Report azionario NYSE:PBA

Capitalizzazione di mercato: US$26.9b

Pembina Pipeline Gestione

Criteri Gestione verificati 3/4

Pembina Pipeline Il CEO è J. Burrows, nominato in Nov2021, e ha un mandato di 4.58 anni. la retribuzione annua totale è CA$ 12.22M, composta da 10.9% di stipendio e 89.1% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.014% delle azioni della società, per un valore di $ 3.75M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.8 anni e 7.4 anni.

Informazioni chiave

J. Burrows

Amministratore delegato

CA$12.2m

Compenso totale

Percentuale dello stipendio del CEO10.93%
Mandato del CEO4.6yrs
Proprietà del CEO0.01%
Durata media del management1.8yrs
Durata media del Consiglio di amministrazione7.4yrs

Aggiornamenti recenti sulla gestione

Recent updates

Seeking Alpha • Apr 27

Pembina Pipeline: Limited Upside, But Still A Buy For Yield Investors

Summary Pembina Pipeline targets 5%-7% annual EBITDA growth through 2030, driven by higher volumes and sanctioned projects. PBA's fee-based EBITDA is set to grow from $3.93B to $5.175B, with EBITDA per share reaching $8.25-$8.90 by 2030. Despite limited near-term upside (6% by 2027), PBA maintains a buy rating due to annualized return potential exceeding 7% toward 2028. Dividend yield and yield on cost, potentially exceeding 5% by 2028, are key attractions amid moderate free cash flow growth and stable margins. Read the full article on Seeking Alpha
Seeking Alpha • Apr 23

Pembina Preferreds Hit The Sweet Spot With 7.7% Yield

Summary We had previously recommended deep-in-the-money covered calls for Pembina and noted the lack of opportunities in Pembina's preferred shares. We did find one new opportunity in the selloff. We tell you why this is a good deal and why we are getting married to this one versus just having an affair. Read the full article on Seeking Alpha
Seeking Alpha • Dec 02

Pembina Pipeline: Low-Risk Dividend Play, Series 5 Preferreds Offer Competitive Yield

Summary The election of Donald Trump is expected to benefit Canadian energy firms like Pembina Pipeline, aligning with its strategic focus on global energy demand. Pembina's diversified portfolio and long-term contracts provide low-risk, stable returns. A 12.9% upside to the current market price results in a long-term Buy rating. Series 5 preferred shares offer a current yield of 7.3%, while Series 7 preferreds after reset are likely to be less attractive, with a yield of 6.9%. The weak Canadian economy and low inflation will likely result in the Bank of Canada's continuing interest rate cuts. This should boost long-term capital gains for Pembina’s shares. Read the full article on Seeking Alpha
Seeking Alpha • Oct 07

Pembina Pipelines: Preferreds Getting Expensive, But We Are Still Playing One

Summary Pembina's recent acquisitions were expensive on EBITDA multiples and show the limited opportunities that it has for organic growth. Pembina Preferred shares can be categorized into three groups: short-term bond-like instruments, overvalued minimum reset shares, and slightly undervalued shares resetting soon. We go over these 3 groups and tell you which one we bought. Read the full article on Seeking Alpha
Seeking Alpha • Sep 16

Pembina Pipeline: A Steady Flow Of Income And Growth

Summary Pembina Pipeline Corp. offers a 4.9% dividend yield, supported by strong business fundamentals, fee-based revenue, and strategic acquisitions. PBA achieved a 33% YoY EBITDA increase and raised 2024 guidance due to better-than-expected acquisition synergies. The company maintains a healthy balance sheet with low leverage and significant liquidity, supporting financial stability and growth potential. Read the full article on Seeking Alpha
Seeking Alpha • Jul 05

Pembina Pipelines: Why We Bought The 8.31% Yielding Preferreds

Summary Pembina Pipeline Corporation reported strong Q1-2024 results, beating analyst estimates. Pembina reached FID on Cedar LNG and also acquired assets from Whitecap Resources. We tell you why we went with the PPL.PR.E preferred shares in the recent preferred selloff. Read the full article on Seeking Alpha
Seeking Alpha • Apr 27

Pembina Pipelines Series 5 Preferreds: Strong Upside Potential Ahead

Summary Pembina Pipelines Series 5 preferred shares offer a strong upside potential over the next 6-12 months. The fixed dividend for these shares will be recalculated on May 2, 2024, resulting in a much higher annual dividend. The company may also redeem the preferred shares. The Bank of Canada's anticipated interest rate cuts in the second half of 2024 could lead to capital appreciation. Pembina Pipeline is a high-quality, low-risk infrastructure company with strategically located, diversified assets, a strong balance sheet, and years of growing dividends. Read the full article on Seeking Alpha
Seeking Alpha • Mar 01

Pembina: Large Dividend Hike Likely In Store For 2024

Summary Pembina Pipeline Corporation's Q4 2023 results slightly exceeded expectations, with adjusted funds from operations at $1.36 per share. The company made significant growth-focused announcements for 2024, including ethane supply agreements with Dow Inc. Pembina's guidance for 2024 adjusted EBITDA is conservative compared to consensus estimates, and a large dividend hike is likely in store for 2024. Despite these positives, we are now moving to a hold. Read the full article on Seeking Alpha
Seeking Alpha • Dec 17

Pembina Pipeline: Alliance Acquisition Strengthens The Thesis

Summary Pembina Pipeline Corporation acquires Enbridge's stakes in joint ventures, increasing its ownership and cash flow from existing infrastructure. The market reacts negatively to the news, possibly due to the issuance of subscription receipts and dilution of shares. The acquisition is expected to be immediately accretive to Pembina Pipeline's cash flow per share, but the acquisition multiple is not impressive compared to industry peers. The overall thesis does not change, and Pembina Pipeline continues to look like an excellent way to get a 5.96% yield today. Read the full article on Seeking Alpha
Seeking Alpha • Dec 06

Pembina Pipeline: Preferreds Deliver Fantastic Returns, Where To Go Next

Summary Pembina Pipeline Corp. delivered solid Q3-2023 results, beating consensus and increasing its adjusted EBITDA guidance. Management expressed confidence in the 2024 outlook and prioritized debt reduction in its capital allocation plan. We examine the setup on the common and high yielding preferred shares. Read the full article on Seeking Alpha
Seeking Alpha • Nov 13

Pembina Pipeline: Q3 Results Showcase The Company's Overall Financial Strength

Summary Pembina Pipeline Corporation reported lower revenue but increased cash flows in its Q3 2023 earnings results. The company's stock price has been performing well, outperforming the S&P 500 Index over the past month. Pembina Pipeline's financial stability and attractive dividend yield make it an attractive investment option, although its yield is lower than some peers in the midstream sector. The company is much less indebted than some peer companies, so it has not been as impacted by the rising interest rates as some other midstream firms. The company's current dividend appears to be very sustainable. Read the full article on Seeking Alpha

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di J. Burrows rispetto agli utili di Pembina Pipeline?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

CA$2b

Dec 31 2025CA$12mCA$1m

CA$2b

Sep 30 2025n/an/a

CA$2b

Jun 30 2025n/an/a

CA$2b

Mar 31 2025n/an/a

CA$2b

Dec 31 2024CA$12mCA$1m

CA$2b

Sep 30 2024n/an/a

CA$2b

Jun 30 2024n/an/a

CA$2b

Mar 31 2024n/an/a

CA$2b

Dec 31 2023CA$12mCA$1m

CA$2b

Sep 30 2023n/an/a

CA$1b

Jun 30 2023n/an/a

CA$3b

Mar 31 2023n/an/a

CA$3b

Dec 31 2022CA$11mCA$1m

CA$3b

Sep 30 2022n/an/a

CA$3b

Jun 30 2022n/an/a

CA$1b

Mar 31 2022n/an/a

CA$1b

Dec 31 2021CA$8mCA$668k

CA$1b

Sep 30 2021n/an/a

-CA$205m

Jun 30 2021n/an/a

-CA$476m

Mar 31 2021n/an/a

-CA$475m

Dec 31 2020CA$3mCA$592k

-CA$476m

Sep 30 2020n/an/a

CA$907m

Jun 30 2020n/an/a

CA$961m

Mar 31 2020n/an/a

CA$1b

Dec 31 2019CA$3mCA$542k

CA$1b

Compensazione vs Mercato: La retribuzione totale di J. ($USD 8.62M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.67M ).

Compensazione vs guadagni: La retribuzione di J. è stata coerente con le performance aziendali dell'ultimo anno.

AMMINISTRATORE DELEGATO

J. Burrows (46 yo)

4.6yrs
Mandato
CA$12,224,697
Compensazione

Mr. J. Scott Burrows, C.F.A. has been Chief Executive Officer, President and Director at Pembina Pipeline Corporation since February 22, 2022. He serves as Director of Canadian Western Bank since February...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
J. Burrows
President4.6yrsCA$12.22m0.014%
$ 3.7m
Cameron Goldade
Chief Financial Officer4.6yrsCA$3.39m0.0062%
$ 1.7m
Jaret Sprott
Chief Operating Officer4.3yrsCA$4.77m0.0095%
$ 2.6m
Allan Charlesworth
Vice President of Technical Servicesno dataNessun datoNessun dato
Scott Arnold
Manager of Investor Relationsno dataNessun datoNessun dato
Sarah Schwann
Chief Legalless than a yearNessun dato0.00014%
$ 37.6k
Christopher Scherman
Chief Marketing & Strategy Officer3.3yrsNessun dato0.0020%
$ 532.0k
Dan Tucunel
Vice President of Capital Marketsno dataNessun dato0.0018%
$ 470.2k
Christopher Rousch
Senior Vice President of Commercial & Customer Serviceless than a yearNessun dato0.00071%
$ 190.8k
Carl Balfour
Senior Vice President of Project Delivery & Technical Excellenceless than a yearNessun dato0.00076%
$ 204.2k
Carmen Lee-Essington
Senior Vice President of Operationsless than a yearNessun dato0.000030%
$ 8.1k
Jason Metcalf
VP, General Counsel & Corporate Secretaryno dataNessun datoNessun dato
1.8yrs
Durata media

Gestione esperta: Il team dirigenziale di PBA non è considerato esperto (durata media 1.8 anni), il che suggerisce un nuovo team.

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
J. Burrows
President4.3yrsCA$12.22m0.014%
$ 3.7m
Henry Sykes
Independent Chairman of the Board8.7yrsCA$495.00k0.0032%
$ 849.0k
Cynthia Blum Carroll
Independent Director6.1yrsCA$400.46kNessun dato
Leslie O'Donoghue
Independent Director17.5yrsCA$290.84k0.0061%
$ 1.6m
Alister Cowan
Independent Non-Executive Director1.5yrsCA$285.22k0.0020%
$ 540.0k
David Malcolm LeGresley
Independent Director15.8yrsCA$298.24k0.0084%
$ 2.3m
Andy Mah
Independent Director3.3yrsCA$297.50k0.0037%
$ 983.3k
Bruce Rubin
Independent Director9.1yrsCA$397.55k0.0034%
$ 924.2k
Maureen Howe
Independent Director8.7yrsCA$305.00k0.0046%
$ 1.2m
Ana Dutra
Independent Director4.1yrsCA$407.18kNessun dato
7.4yrs
Durata media
67yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di PBA sono considerati esperti (durata media dell'incarico 7.4 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/21 03:59
Prezzo dell'azione a fine giornata2026/06/18 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Pembina Pipeline Corporation è coperta da 32 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Harshit GuptaAccountability Research Corporation
null nullArgus Research Company
Nathan HeywoodATB Cormark