South Bow（SOBO）株式概要サウス・ボウ・コーポレーションはエネルギー・インフラストラクチャー企業として事業を展開している。 詳細SOBO ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績3/6財務の健全性1/6配当金2/6報酬当社が推定した公正価値より57.4%で取引されている 過去1年間で収益は44.5%増加しました リスク分析利払いは収益で十分にカバーされない 5.24%の配当は利益で十分にカバーされていない すべてのリスクチェックを見るSOBO Community Fair Values Create NarrativeSee what 30 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN37.1% overvaluedAnalystConsensusTarget•4mo agoCommissioning Progress And Contracted Cash Flows Will Support A Stable Long Term Outlook11003AN89.2% overvaluedAnalystLowTarget•5mo agoPipeline Overbuild And Regulatory Constraints Will Pressure Cash Flows And Margins Ahead9000AN18.4% overvaluedAnalystHighTarget•5mo agoPipeline Integrity Improvements And Rising Oil Supply Will Drive Stronger Long Term Cash Flows4901Top Analyst NarrativesAN37.1% overvaluedAnalystConsensusTarget•4mo agoCommissioning Progress And Contracted Cash Flows Will Support A Stable Long Term Outlook11003AN89.2% overvaluedAnalystLowTarget•5mo agoPipeline Overbuild And Regulatory Constraints Will Pressure Cash Flows And Margins Ahead9000AN18.4% overvaluedAnalystHighTarget•5mo agoPipeline Integrity Improvements And Rising Oil Supply Will Drive Stronger Long Term Cash Flows4901View all narrativesSouth Bow Corporation 競合他社KeyeraSymbol: TSX:KEYMarket cap: CA$13.5bGibson EnergySymbol: TSX:GEIMarket cap: CA$5.1bPembina PipelineSymbol: TSX:PPLMarket cap: CA$39.8bRockpoint Gas StorageSymbol: TSX:RGSIMarket cap: CA$1.6b価格と性能株価の高値、安値、推移の概要South Bow過去の株価現在の株価CA$52.7052週高値CA$53.0352週安値CA$34.36ベータ01ヶ月の変化20.40%3ヶ月変化21.09%1年変化44.03%3年間の変化n/a5年間の変化n/aIPOからの変化75.67%最新ニュースライブニュース • May 16South Bow Sees High Keystone Performance and Affirms Outlook as New Project Adds to EarningsSouth Bow reported Q1 2026 results with a 95% system operating factor on the Keystone Pipeline and average throughput of about 616,000 barrels per day. The Blackrod Connection Project entered commercial service on schedule and on budget and is expected to contribute around $10 million in normalized EBITDA in 2026. The company reaffirmed its 2026 outlook, guiding to $1.03 billion in normalized EBITDA and $655 million in distributable cash flow, while its board declared a quarterly dividend of $0.50 per share payable on July 15, 2026. The combination of high Keystone uptime, a new project moving into service, and reaffirmed full-year guidance indicates management’s focus on operating reliability and cash generation for 2026. Attention now shifts to the outcome of the Prairie Connector review and the planned phased lifting of Keystone pressure restrictions later in 2026, both of which could affect future capital needs, risk profile, and cash flow mix.Declared Dividend • May 11First quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 30th June 2026 Payment date: 15th July 2026 Dividend yield will be 5.4%, which is about the same as the industry average. Sustainability & Growth Dividend is not adequately covered by earnings (99% earnings payout ratio). However, it is covered by cash flows (69% cash payout ratio). The dividend has not increased over the past 2 years but payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 9.7% to bring the payout ratio under control. EPS is expected to grow by 11% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • May 11First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: US$0.37 (down from US$0.42 in 1Q 2025). Revenue: US$491.0m (down 1.4% from 1Q 2025). Net income: US$77.0m (down 13% from 1Q 2025). Profit margin: 16% (down from 18% in 1Q 2025). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates by 22%. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Oil and Gas industry in Canada.お知らせ • May 09South Bow Corporation Approves A Quarterly Dividend, Payable on July 15, 2026South Bow Corporation's board of directors approved a quarterly dividend of $0.50 per share, payable on July 15, 2026, to shareholders of record at the close of business on June 30, 2026. The dividends will be designated as eligible dividends for Canadian income tax purposes.お知らせ • Apr 10South Bow Corporation to Report Q1, 2026 Results on May 07, 2026South Bow Corporation announced that they will report Q1, 2026 results After-Market on May 07, 2026Upcoming Dividend • Mar 24Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 31 March 2026. Payment date: 15 April 2026. Payout ratio and cash payout ratio are on the higher end at 96% and 77% respectively. Trailing yield: 5.9%. Within top quartile of Canadian dividend payers (5.7%). Higher than average of industry peers (3.5%).最新情報をもっと見るRecent updatesライブニュース • May 16South Bow Sees High Keystone Performance and Affirms Outlook as New Project Adds to EarningsSouth Bow reported Q1 2026 results with a 95% system operating factor on the Keystone Pipeline and average throughput of about 616,000 barrels per day. The Blackrod Connection Project entered commercial service on schedule and on budget and is expected to contribute around $10 million in normalized EBITDA in 2026. The company reaffirmed its 2026 outlook, guiding to $1.03 billion in normalized EBITDA and $655 million in distributable cash flow, while its board declared a quarterly dividend of $0.50 per share payable on July 15, 2026. The combination of high Keystone uptime, a new project moving into service, and reaffirmed full-year guidance indicates management’s focus on operating reliability and cash generation for 2026. Attention now shifts to the outcome of the Prairie Connector review and the planned phased lifting of Keystone pressure restrictions later in 2026, both of which could affect future capital needs, risk profile, and cash flow mix.Declared Dividend • May 11First quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 30th June 2026 Payment date: 15th July 2026 Dividend yield will be 5.4%, which is about the same as the industry average. Sustainability & Growth Dividend is not adequately covered by earnings (99% earnings payout ratio). However, it is covered by cash flows (69% cash payout ratio). The dividend has not increased over the past 2 years but payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 9.7% to bring the payout ratio under control. EPS is expected to grow by 11% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • May 11First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: US$0.37 (down from US$0.42 in 1Q 2025). Revenue: US$491.0m (down 1.4% from 1Q 2025). Net income: US$77.0m (down 13% from 1Q 2025). Profit margin: 16% (down from 18% in 1Q 2025). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates by 22%. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Oil and Gas industry in Canada.お知らせ • May 09South Bow Corporation Approves A Quarterly Dividend, Payable on July 15, 2026South Bow Corporation's board of directors approved a quarterly dividend of $0.50 per share, payable on July 15, 2026, to shareholders of record at the close of business on June 30, 2026. The dividends will be designated as eligible dividends for Canadian income tax purposes.お知らせ • Apr 10South Bow Corporation to Report Q1, 2026 Results on May 07, 2026South Bow Corporation announced that they will report Q1, 2026 results After-Market on May 07, 2026Upcoming Dividend • Mar 24Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 31 March 2026. Payment date: 15 April 2026. Payout ratio and cash payout ratio are on the higher end at 96% and 77% respectively. Trailing yield: 5.9%. Within top quartile of Canadian dividend payers (5.7%). Higher than average of industry peers (3.5%).New Risk • Mar 15New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.6x net interest cover). Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. Minor Risks Dividend is not well covered by earnings (125% payout ratio). Significant insider selling over the past 3 months (CA$3.2m sold).Recent Insider Transactions • Mar 12President recently sold CA$3.2m worth of stockOn the 9th of March, Bevin Wirzba sold around 70k shares on-market at roughly CA$45.30 per share. This transaction amounted to 37% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Bevin has been a net seller over the last 12 months, reducing personal holdings by CA$2.2m.Recent Insider Transactions Derivative • Mar 10President notifies of intention to sell stockBevin Wirzba intends to sell 150k shares in the next 90 days after lodging an Intent To Sell Form on the 9th of March. If the sale is conducted around the recent share price of CA$61.47, it would amount to CA$9.2m. For the year to December 2024, Bevin's total compensation was 11% salary and 89% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Bevin has owned 89.80k shares directly. Company insiders have collectively bought CA$893k more than they sold, via options and on-market transactions, in the last 12 months.Declared Dividend • Mar 09Third quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 31st March 2026 Payment date: 15th April 2026 Dividend yield will be 5.6%, which is about the same as the industry average. Sustainability & Growth Dividend is not covered by earnings (125% earnings payout ratio) nor is it covered by cash flows (121% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. The company's earnings per share (EPS) would need to grow by 39% to bring the payout ratio under control. EPS is expected to grow by 23% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.お知らせ • Mar 06South Bow Corporation Approves a Quarterly Dividend, Payable on April 15, 2026South Bow Corporation's board of directors approved a quarterly dividend of $0.50 per share, payable on April 15, 2026, to shareholders of record at the close of business on March 31, 2026.お知らせ • Feb 16South Bow Corporation, Annual General Meeting, May 07, 2026South Bow Corporation, Annual General Meeting, May 07, 2026.お知らせ • Feb 06South Bow Corporation to Report Q4, 2025 Results on Mar 05, 2026South Bow Corporation announced that they will report Q4, 2025 results After-Market on Mar 05, 2026分析記事 • Jan 17Is South Bow (TSE:SOBO) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Board Change • Dec 31High number of new and inexperienced directorsThere are 11 new directors who have joined the board in the last 3 years. The company's board is composed of: 11 new directors. No experienced directors. No highly experienced directors. Chairman of the Board Hal Kvisle is the most experienced director on the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Upcoming Dividend • Dec 24Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 31 December 2025. Payment date: 15 January 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 7.1%. Within top quartile of Canadian dividend payers (5.9%). Higher than average of industry peers (4.4%).Declared Dividend • Nov 17Third quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 31st December 2025 Payment date: 15th January 2026 Dividend yield will be 6.7%, which is higher than the industry average of 5.4%. Sustainability & Growth Dividend is not covered by earnings (125% earnings payout ratio) nor is it covered by cash flows (121% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. The company's earnings per share (EPS) would need to grow by 39% to bring the payout ratio under control. EPS is expected to grow by 25% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Nov 16Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: US$0.45 (up from US$0.29 in 3Q 2024). Revenue: US$461.0m (down 14% from 3Q 2024). Net income: US$93.0m (up 53% from 3Q 2024). Profit margin: 20% (up from 11% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 7.4%. Earnings per share (EPS) exceeded analyst estimates by 17%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Oil and Gas industry in Canada.お知らせ • Nov 14South Bow Corporation Approves Quarterly Dividend, Payable on January 15, 2026South Bow Corporation's board of directors approved a quarterly dividend of $0.50 per share, payable on January 15, 2026, to shareholders of record at the close of business on December 31, 2025. The dividends will be designated as eligible dividends for Canadian income tax purposes.お知らせ • Oct 17South Bow Corporation to Report Q3, 2025 Results on Nov 13, 2025South Bow Corporation announced that they will report Q3, 2025 results After-Market on Nov 13, 2025分析記事 • Sep 25South Bow's (TSE:SOBO) Returns Have Hit A WallWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...Upcoming Dividend • Sep 22Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 15 October 2025. The company is paying out more than 100% of its profits and is paying out 85% of its cash flow. Trailing yield: 7.2%. Within top quartile of Canadian dividend payers (5.8%). Higher than average of industry peers (4.4%).Major Estimate Revision • Aug 13Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from US$1.89b to US$1.96b. EPS estimate increased from US$1.50 to US$1.66 per share. Net income forecast to grow 18% next year vs 1.0% decline forecast for Oil and Gas industry in Canada. Consensus price target broadly unchanged at CA$35.76. Share price rose 3.9% to CA$38.38 over the past week.Reported Earnings • Aug 08Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$0.46 (up from US$0.42 in 2Q 2024). Revenue: US$524.0m (down 5.4% from 2Q 2024). Net income: US$96.0m (up 9.1% from 2Q 2024). Profit margin: 18% (up from 16% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 16%. Earnings per share (EPS) also surpassed analyst estimates by 26%. Revenue is forecast to stay flat during the next 3 years compared to a 2.3% growth forecast for the Oil and Gas industry in Canada.お知らせ • Aug 07South Bow Corporation Approves Quarterly Dividend, Payable on October 15, 2025South Bow Corporation board of directors approved a quarterly dividend of $0.50 per share, payable on October 15, 2025, to shareholders of record at the close of business on September 29, 2025.お知らせ • Jul 11South Bow Corporation to Report Q2, 2025 Results on Aug 06, 2025South Bow Corporation announced that they will report Q2, 2025 results After-Market on Aug 06, 2025お知らせ • Jun 23South Bow Corporation(TSX:SOBO) dropped from FTSE All-World Index (USD)South Bow Corporation(TSX:SOBO) dropped from FTSE All-World Index (USD)お知らせ • May 16South Bow Corporation Approves Quarterly Dividend, Payable on July 15, 2025South Bow Corporation approved a quarterly dividend of $0.50 per share, payable on July 15, 2025 to shareholders of record at the close of business on June 30, 2025. The dividends will be designated as eligible dividends for Canadian income tax purposes.お知らせ • Apr 16South Bow Corp. Safely Restarts Keystone PipelineSouth Bow Corp. has safely restarted the Keystone Pipeline (Keystone) after receiving regulatory approval from the Pipeline and Hazardous Materials Safety Administration (PHMSA), following South Bow's response to an oil release at Milepost 171 (MP-171) of Keystone on April 8, 2025, near Fort Ransom, North Dakota. South Bow is actively progressing its response and recovery efforts, having repaired and replaced the impacted pipe, and recovered substantially most of the estimated release volume of 3,500 barrels of oil, working now to remediate the impacted soil. South Bow's primary focus remains the safety of onsite personnel and mitigating risks to the environment and the community surrounding Fort Ransom. South Bow will continue its clean-up activities until the site has been fully remediated, with continuous air quality monitoring steadily showing no indication of adverse health or public concerns. South Bow will continue working closely with regulators, local officials, landowners, and the community. On April 11, 2025, PHMSA issued a Corrective Action Order (CAO), requiring South Bow to undertake certain corrective actions in response to the MP-171 incident. As part of the CAO, South Bow developed a restart plan that was subsequently approved by PHMSA, authorizing Keystone's return to service under certain operating pressure restrictions. South Bow is committed to the safe operation of Keystone and has notified the Canada Energy Regulator that the Company is also implementing certain operating pressure restrictions on the Canadian sections of the pipeline. The pipeline was operating within its design and regulatory approval requirements at the time of the incident. In addition to working closely with regulators, South Bow will work closely with customers during Keystone's return to service.お知らせ • Apr 15South Bow Corporation to Report Q1, 2025 Results on May 15, 2025South Bow Corporation announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on May 15, 2025Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CA$31.10, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 8x in the Oil and Gas industry in Canada.Upcoming Dividend • Mar 24Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 31 March 2025. Payment date: 15 April 2025. Payout ratio is a comfortable 33% but the company is paying out more than the cash it is generating. Trailing yield: 7.6%. Within top quartile of Canadian dividend payers (6.3%). Higher than average of industry peers (4.7%).New Risk • Mar 09New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 102% Dividend yield: 8.3% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.1x net interest cover). Minor Risks Dividend is not well covered by cash flows (102% cash payout ratio). Profit margins are more than 30% lower than last year (15% net profit margin).お知らせ • Mar 07South Bow Corporation, Annual General Meeting, May 15, 2025South Bow Corporation, Annual General Meeting, May 15, 2025.お知らせ • Mar 06South Bow Corporation Approves Quarterly Dividend, Payable on April 15, 2025South Bow’s board of directors approved a quarterly dividend of $0.50/share, payable on April 15, 2025 to shareholders of record at the close of business on March 31, 2025. The dividends will be designated as eligible dividends for Canadian income tax purposes.お知らせ • Feb 06South Bow Corporation to Report Q4, 2024 Results on Mar 05, 2025South Bow Corporation announced that they will report Q4, 2024 results After-Market on Mar 05, 2025New Risk • Jan 20New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. This is currently the only risk that has been identified for the company.Recent Insider Transactions • Dec 05President recently bought CA$383k worth of stockOn the 2nd of December, Bevin Wirzba bought around 11k shares on-market at roughly CA$34.79 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Bevin's only on-market trade for the last 12 months.Recent Insider Transactions Derivative • Dec 01President exercised options and sold CA$12m worth of stockOn the 27th of November, Bevin Wirzba exercised options to acquire 338k shares at no cost and sold these for an average price of CA$35.27 per share. This trade did not impact their existing holding. As of today, Bevin currently holds no shares directly. Company insiders have collectively sold CA$12m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Nov 08South Bow Corporation Declares Inaugural Quarterly Dividend, Payable on January 31, 2025South Bow Corporation announced that its board of directors has declared South Bow’s inaugural quarterly dividend of USD 0.50 per share, payable on January 31, 2025 to shareholders of record at the close of business on December 31, 2024.お知らせ • Oct 04+ 1 more updateSouth Bow Corporation(TSX:SOBO) dropped from S&P/TSX 60 IndexSouth Bow Corporation(TSX:SOBO) dropped from S&P/TSX 60 Indexお知らせ • Oct 03South Bow Corporation(TSX:SOBO) dropped from S&P International 700South Bow Corporation(TSX:SOBO) dropped from S&P International 700お知らせ • Oct 02South Bow Corporation Appoints George Lewis as Non-Executive DirectorLegal & General Group Plc hereby gives notification that George Lewis has been appointed as a Non-Executive Director of South Bow Corporation with effect from 1 October 2024.株主還元SOBOCA Oil and GasCA 市場7D2.8%0.9%1.6%1Y44.0%55.4%32.9%株主還元を見る業界別リターン: SOBO過去 1 年間で55.4 % の収益を上げたCanadian Oil and Gas業界を下回りました。リターン対市場: SOBO過去 1 年間で32.9 % の収益を上げたCanadian市場を上回りました。価格変動Is SOBO's price volatile compared to industry and market?SOBO volatilitySOBO Average Weekly Movement3.0%Oil and Gas Industry Average Movement8.7%Market Average Movement10.2%10% most volatile stocks in CA Market17.8%10% least volatile stocks in CA Market3.9%安定した株価: SOBO 、 Canadian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: SOBOの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2023n/aBevin Wirzbawww.southbow.comサウス・ボウ・コーポレーションはエネルギー・インフラストラクチャー企業として事業を展開している。同社は、アルバータ州の原油供給と米国中西部およびメキシコ湾岸の米国精製市場を結ぶ4,900キロメートルの原油パイプライン・インフラを運営している。同社はターミナルでの貯蔵などの付帯サービスも提供している。同社は2023年に法人化され、カナダのカルガリーを拠点としている。もっと見るSouth Bow Corporation 基礎のまとめSouth Bow の収益と売上を時価総額と比較するとどうか。SOBO 基礎統計学時価総額CA$10.99b収益（TTM）CA$582.98m売上高(TTM)CA$2.73b18.9xPER（株価収益率4.0xP/SレシオSOBO は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計SOBO 損益計算書（TTM）収益US$1.98b売上原価US$1.02b売上総利益US$955.00mその他の費用US$533.00m収益US$422.00m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）2.02グロス・マージン48.26%純利益率21.32%有利子負債／自己資本比率216.1%SOBO の長期的なパフォーマンスは？過去の実績と比較を見る配当金5.2%現在の配当利回り99%配当性向SOBO 配当は確実ですか？SOBO 配当履歴とベンチマークを見るSOBO 、いつまでに購入すれば配当金を受け取れますか？South Bow 配当日配当落ち日Jun 30 2026配当支払日Jul 15 2026配当落ちまでの日数35 days配当支払日までの日数50 daysSOBO 配当は確実ですか？SOBO 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/25 13:00終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋South Bow Corporation 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。24 アナリスト機関Nathan HeywoodATB CormarkTheresa ChenBarclaysBenjamin PhamBMO Capital Markets Equity Research21 その他のアナリストを表示
ライブニュース • May 16South Bow Sees High Keystone Performance and Affirms Outlook as New Project Adds to EarningsSouth Bow reported Q1 2026 results with a 95% system operating factor on the Keystone Pipeline and average throughput of about 616,000 barrels per day. The Blackrod Connection Project entered commercial service on schedule and on budget and is expected to contribute around $10 million in normalized EBITDA in 2026. The company reaffirmed its 2026 outlook, guiding to $1.03 billion in normalized EBITDA and $655 million in distributable cash flow, while its board declared a quarterly dividend of $0.50 per share payable on July 15, 2026. The combination of high Keystone uptime, a new project moving into service, and reaffirmed full-year guidance indicates management’s focus on operating reliability and cash generation for 2026. Attention now shifts to the outcome of the Prairie Connector review and the planned phased lifting of Keystone pressure restrictions later in 2026, both of which could affect future capital needs, risk profile, and cash flow mix.
Declared Dividend • May 11First quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 30th June 2026 Payment date: 15th July 2026 Dividend yield will be 5.4%, which is about the same as the industry average. Sustainability & Growth Dividend is not adequately covered by earnings (99% earnings payout ratio). However, it is covered by cash flows (69% cash payout ratio). The dividend has not increased over the past 2 years but payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 9.7% to bring the payout ratio under control. EPS is expected to grow by 11% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • May 11First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: US$0.37 (down from US$0.42 in 1Q 2025). Revenue: US$491.0m (down 1.4% from 1Q 2025). Net income: US$77.0m (down 13% from 1Q 2025). Profit margin: 16% (down from 18% in 1Q 2025). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates by 22%. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Oil and Gas industry in Canada.
お知らせ • May 09South Bow Corporation Approves A Quarterly Dividend, Payable on July 15, 2026South Bow Corporation's board of directors approved a quarterly dividend of $0.50 per share, payable on July 15, 2026, to shareholders of record at the close of business on June 30, 2026. The dividends will be designated as eligible dividends for Canadian income tax purposes.
お知らせ • Apr 10South Bow Corporation to Report Q1, 2026 Results on May 07, 2026South Bow Corporation announced that they will report Q1, 2026 results After-Market on May 07, 2026
Upcoming Dividend • Mar 24Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 31 March 2026. Payment date: 15 April 2026. Payout ratio and cash payout ratio are on the higher end at 96% and 77% respectively. Trailing yield: 5.9%. Within top quartile of Canadian dividend payers (5.7%). Higher than average of industry peers (3.5%).
ライブニュース • May 16South Bow Sees High Keystone Performance and Affirms Outlook as New Project Adds to EarningsSouth Bow reported Q1 2026 results with a 95% system operating factor on the Keystone Pipeline and average throughput of about 616,000 barrels per day. The Blackrod Connection Project entered commercial service on schedule and on budget and is expected to contribute around $10 million in normalized EBITDA in 2026. The company reaffirmed its 2026 outlook, guiding to $1.03 billion in normalized EBITDA and $655 million in distributable cash flow, while its board declared a quarterly dividend of $0.50 per share payable on July 15, 2026. The combination of high Keystone uptime, a new project moving into service, and reaffirmed full-year guidance indicates management’s focus on operating reliability and cash generation for 2026. Attention now shifts to the outcome of the Prairie Connector review and the planned phased lifting of Keystone pressure restrictions later in 2026, both of which could affect future capital needs, risk profile, and cash flow mix.
Declared Dividend • May 11First quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 30th June 2026 Payment date: 15th July 2026 Dividend yield will be 5.4%, which is about the same as the industry average. Sustainability & Growth Dividend is not adequately covered by earnings (99% earnings payout ratio). However, it is covered by cash flows (69% cash payout ratio). The dividend has not increased over the past 2 years but payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 9.7% to bring the payout ratio under control. EPS is expected to grow by 11% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • May 11First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: US$0.37 (down from US$0.42 in 1Q 2025). Revenue: US$491.0m (down 1.4% from 1Q 2025). Net income: US$77.0m (down 13% from 1Q 2025). Profit margin: 16% (down from 18% in 1Q 2025). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates by 22%. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Oil and Gas industry in Canada.
お知らせ • May 09South Bow Corporation Approves A Quarterly Dividend, Payable on July 15, 2026South Bow Corporation's board of directors approved a quarterly dividend of $0.50 per share, payable on July 15, 2026, to shareholders of record at the close of business on June 30, 2026. The dividends will be designated as eligible dividends for Canadian income tax purposes.
お知らせ • Apr 10South Bow Corporation to Report Q1, 2026 Results on May 07, 2026South Bow Corporation announced that they will report Q1, 2026 results After-Market on May 07, 2026
Upcoming Dividend • Mar 24Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 31 March 2026. Payment date: 15 April 2026. Payout ratio and cash payout ratio are on the higher end at 96% and 77% respectively. Trailing yield: 5.9%. Within top quartile of Canadian dividend payers (5.7%). Higher than average of industry peers (3.5%).
New Risk • Mar 15New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.6x net interest cover). Earnings are forecast to decline by an average of 0.4% per year for the foreseeable future. Minor Risks Dividend is not well covered by earnings (125% payout ratio). Significant insider selling over the past 3 months (CA$3.2m sold).
Recent Insider Transactions • Mar 12President recently sold CA$3.2m worth of stockOn the 9th of March, Bevin Wirzba sold around 70k shares on-market at roughly CA$45.30 per share. This transaction amounted to 37% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Bevin has been a net seller over the last 12 months, reducing personal holdings by CA$2.2m.
Recent Insider Transactions Derivative • Mar 10President notifies of intention to sell stockBevin Wirzba intends to sell 150k shares in the next 90 days after lodging an Intent To Sell Form on the 9th of March. If the sale is conducted around the recent share price of CA$61.47, it would amount to CA$9.2m. For the year to December 2024, Bevin's total compensation was 11% salary and 89% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Bevin has owned 89.80k shares directly. Company insiders have collectively bought CA$893k more than they sold, via options and on-market transactions, in the last 12 months.
Declared Dividend • Mar 09Third quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 31st March 2026 Payment date: 15th April 2026 Dividend yield will be 5.6%, which is about the same as the industry average. Sustainability & Growth Dividend is not covered by earnings (125% earnings payout ratio) nor is it covered by cash flows (121% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. The company's earnings per share (EPS) would need to grow by 39% to bring the payout ratio under control. EPS is expected to grow by 23% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
お知らせ • Mar 06South Bow Corporation Approves a Quarterly Dividend, Payable on April 15, 2026South Bow Corporation's board of directors approved a quarterly dividend of $0.50 per share, payable on April 15, 2026, to shareholders of record at the close of business on March 31, 2026.
お知らせ • Feb 16South Bow Corporation, Annual General Meeting, May 07, 2026South Bow Corporation, Annual General Meeting, May 07, 2026.
お知らせ • Feb 06South Bow Corporation to Report Q4, 2025 Results on Mar 05, 2026South Bow Corporation announced that they will report Q4, 2025 results After-Market on Mar 05, 2026
分析記事 • Jan 17Is South Bow (TSE:SOBO) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Board Change • Dec 31High number of new and inexperienced directorsThere are 11 new directors who have joined the board in the last 3 years. The company's board is composed of: 11 new directors. No experienced directors. No highly experienced directors. Chairman of the Board Hal Kvisle is the most experienced director on the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Upcoming Dividend • Dec 24Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 31 December 2025. Payment date: 15 January 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 7.1%. Within top quartile of Canadian dividend payers (5.9%). Higher than average of industry peers (4.4%).
Declared Dividend • Nov 17Third quarter dividend of US$0.50 announcedShareholders will receive a dividend of US$0.50. Ex-date: 31st December 2025 Payment date: 15th January 2026 Dividend yield will be 6.7%, which is higher than the industry average of 5.4%. Sustainability & Growth Dividend is not covered by earnings (125% earnings payout ratio) nor is it covered by cash flows (121% cash payout ratio). The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. The company's earnings per share (EPS) would need to grow by 39% to bring the payout ratio under control. EPS is expected to grow by 25% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Nov 16Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: US$0.45 (up from US$0.29 in 3Q 2024). Revenue: US$461.0m (down 14% from 3Q 2024). Net income: US$93.0m (up 53% from 3Q 2024). Profit margin: 20% (up from 11% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 7.4%. Earnings per share (EPS) exceeded analyst estimates by 17%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Oil and Gas industry in Canada.
お知らせ • Nov 14South Bow Corporation Approves Quarterly Dividend, Payable on January 15, 2026South Bow Corporation's board of directors approved a quarterly dividend of $0.50 per share, payable on January 15, 2026, to shareholders of record at the close of business on December 31, 2025. The dividends will be designated as eligible dividends for Canadian income tax purposes.
お知らせ • Oct 17South Bow Corporation to Report Q3, 2025 Results on Nov 13, 2025South Bow Corporation announced that they will report Q3, 2025 results After-Market on Nov 13, 2025
分析記事 • Sep 25South Bow's (TSE:SOBO) Returns Have Hit A WallWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
Upcoming Dividend • Sep 22Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 15 October 2025. The company is paying out more than 100% of its profits and is paying out 85% of its cash flow. Trailing yield: 7.2%. Within top quartile of Canadian dividend payers (5.8%). Higher than average of industry peers (4.4%).
Major Estimate Revision • Aug 13Consensus EPS estimates increase by 10%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from US$1.89b to US$1.96b. EPS estimate increased from US$1.50 to US$1.66 per share. Net income forecast to grow 18% next year vs 1.0% decline forecast for Oil and Gas industry in Canada. Consensus price target broadly unchanged at CA$35.76. Share price rose 3.9% to CA$38.38 over the past week.
Reported Earnings • Aug 08Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$0.46 (up from US$0.42 in 2Q 2024). Revenue: US$524.0m (down 5.4% from 2Q 2024). Net income: US$96.0m (up 9.1% from 2Q 2024). Profit margin: 18% (up from 16% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 16%. Earnings per share (EPS) also surpassed analyst estimates by 26%. Revenue is forecast to stay flat during the next 3 years compared to a 2.3% growth forecast for the Oil and Gas industry in Canada.
お知らせ • Aug 07South Bow Corporation Approves Quarterly Dividend, Payable on October 15, 2025South Bow Corporation board of directors approved a quarterly dividend of $0.50 per share, payable on October 15, 2025, to shareholders of record at the close of business on September 29, 2025.
お知らせ • Jul 11South Bow Corporation to Report Q2, 2025 Results on Aug 06, 2025South Bow Corporation announced that they will report Q2, 2025 results After-Market on Aug 06, 2025
お知らせ • Jun 23South Bow Corporation(TSX:SOBO) dropped from FTSE All-World Index (USD)South Bow Corporation(TSX:SOBO) dropped from FTSE All-World Index (USD)
お知らせ • May 16South Bow Corporation Approves Quarterly Dividend, Payable on July 15, 2025South Bow Corporation approved a quarterly dividend of $0.50 per share, payable on July 15, 2025 to shareholders of record at the close of business on June 30, 2025. The dividends will be designated as eligible dividends for Canadian income tax purposes.
お知らせ • Apr 16South Bow Corp. Safely Restarts Keystone PipelineSouth Bow Corp. has safely restarted the Keystone Pipeline (Keystone) after receiving regulatory approval from the Pipeline and Hazardous Materials Safety Administration (PHMSA), following South Bow's response to an oil release at Milepost 171 (MP-171) of Keystone on April 8, 2025, near Fort Ransom, North Dakota. South Bow is actively progressing its response and recovery efforts, having repaired and replaced the impacted pipe, and recovered substantially most of the estimated release volume of 3,500 barrels of oil, working now to remediate the impacted soil. South Bow's primary focus remains the safety of onsite personnel and mitigating risks to the environment and the community surrounding Fort Ransom. South Bow will continue its clean-up activities until the site has been fully remediated, with continuous air quality monitoring steadily showing no indication of adverse health or public concerns. South Bow will continue working closely with regulators, local officials, landowners, and the community. On April 11, 2025, PHMSA issued a Corrective Action Order (CAO), requiring South Bow to undertake certain corrective actions in response to the MP-171 incident. As part of the CAO, South Bow developed a restart plan that was subsequently approved by PHMSA, authorizing Keystone's return to service under certain operating pressure restrictions. South Bow is committed to the safe operation of Keystone and has notified the Canada Energy Regulator that the Company is also implementing certain operating pressure restrictions on the Canadian sections of the pipeline. The pipeline was operating within its design and regulatory approval requirements at the time of the incident. In addition to working closely with regulators, South Bow will work closely with customers during Keystone's return to service.
お知らせ • Apr 15South Bow Corporation to Report Q1, 2025 Results on May 15, 2025South Bow Corporation announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on May 15, 2025
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to CA$31.10, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 8x in the Oil and Gas industry in Canada.
Upcoming Dividend • Mar 24Upcoming dividend of US$0.50 per shareEligible shareholders must have bought the stock before 31 March 2025. Payment date: 15 April 2025. Payout ratio is a comfortable 33% but the company is paying out more than the cash it is generating. Trailing yield: 7.6%. Within top quartile of Canadian dividend payers (6.3%). Higher than average of industry peers (4.7%).
New Risk • Mar 09New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 102% Dividend yield: 8.3% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.1x net interest cover). Minor Risks Dividend is not well covered by cash flows (102% cash payout ratio). Profit margins are more than 30% lower than last year (15% net profit margin).
お知らせ • Mar 07South Bow Corporation, Annual General Meeting, May 15, 2025South Bow Corporation, Annual General Meeting, May 15, 2025.
お知らせ • Mar 06South Bow Corporation Approves Quarterly Dividend, Payable on April 15, 2025South Bow’s board of directors approved a quarterly dividend of $0.50/share, payable on April 15, 2025 to shareholders of record at the close of business on March 31, 2025. The dividends will be designated as eligible dividends for Canadian income tax purposes.
お知らせ • Feb 06South Bow Corporation to Report Q4, 2024 Results on Mar 05, 2025South Bow Corporation announced that they will report Q4, 2024 results After-Market on Mar 05, 2025
New Risk • Jan 20New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. This is currently the only risk that has been identified for the company.
Recent Insider Transactions • Dec 05President recently bought CA$383k worth of stockOn the 2nd of December, Bevin Wirzba bought around 11k shares on-market at roughly CA$34.79 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Bevin's only on-market trade for the last 12 months.
Recent Insider Transactions Derivative • Dec 01President exercised options and sold CA$12m worth of stockOn the 27th of November, Bevin Wirzba exercised options to acquire 338k shares at no cost and sold these for an average price of CA$35.27 per share. This trade did not impact their existing holding. As of today, Bevin currently holds no shares directly. Company insiders have collectively sold CA$12m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Nov 08South Bow Corporation Declares Inaugural Quarterly Dividend, Payable on January 31, 2025South Bow Corporation announced that its board of directors has declared South Bow’s inaugural quarterly dividend of USD 0.50 per share, payable on January 31, 2025 to shareholders of record at the close of business on December 31, 2024.
お知らせ • Oct 04+ 1 more updateSouth Bow Corporation(TSX:SOBO) dropped from S&P/TSX 60 IndexSouth Bow Corporation(TSX:SOBO) dropped from S&P/TSX 60 Index
お知らせ • Oct 03South Bow Corporation(TSX:SOBO) dropped from S&P International 700South Bow Corporation(TSX:SOBO) dropped from S&P International 700
お知らせ • Oct 02South Bow Corporation Appoints George Lewis as Non-Executive DirectorLegal & General Group Plc hereby gives notification that George Lewis has been appointed as a Non-Executive Director of South Bow Corporation with effect from 1 October 2024.
