BCE Inc.

TSX:BCE 株式レポート

時価総額:CA$31.4b

BCE 配当と自社株買い

配当金 基準チェック /36

BCEは配当を支払う会社で、現在の利回りは5.24%ですが、利益によって十分にカバーされています。次の支払い日は 15th July, 2026で、権利落ち日は15th June, 2026 。

主要情報

5.2%

配当利回り

0.7%

バイバック利回り

総株主利回り5.9%
将来の配当利回り5.3%
配当成長2.7%
次回配当支払日15 Jul 26
配当落ち日15 Jun 26
一株当たり配当金n/a
配当性向26%

最近の配当と自社株買いの更新

Recent updates

ナラティブの更新 Jun 12

BCE: Price War Risk Will Constrain Returns From New Data Center Projects

Analysts have lifted their average 12 month price target for BCE to about CA$41, up roughly CA$2 from prior levels, citing updated views on revenue growth, capital costs and profitability in light of recent data center project developments and sector research. Analyst Commentary Recent BCE research has included both higher price targets and some cautious views, which together help frame how the market is thinking about the stock's risk and reward trade off.
ナラティブの更新 May 29

BCE: Price War Risk Will Define Returns From New Data Center Project

Analysts have inched their average BCE price target higher to about CA$41, pointing to the new 300 MW data center project and updated expectations for revenue growth, margins and P/E as key reasons for the recalibration. Analyst Commentary Recent Street research around BCE has tilted more cautious, even as some firms recalibrate price targets.
分析記事 May 11

BCE Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

BCE Inc. ( TSE:BCE ) last week reported its latest first-quarter results, which makes it a good time for investors to...
ナラティブの更新 May 11

BCE: Data Center Expansion And Price Competition Will Shape Future Risk Balance

Analysts have modestly lifted their average price target on BCE to about CA$41, citing updated models that reflect slightly lower growth expectations, a small adjustment to the discount rate, steady profit margins, and Street research highlighting the potential contribution from BCE's newly announced 300 MW data center project. Analyst Commentary Recent research on BCE shows a mixed backdrop, with some firms lifting price targets around CA$41 while others flag risks around competition and execution.
ナラティブの更新 Apr 19

BCE: AI Data Centres Will Drive Returns Despite Wireless Price War

Analysts have made a modest upward adjustment to the CA$41 Street price target for BCE, highlighting updated views on pricing risk, recent target hikes from several firms, and refined assumptions around revenue growth, margins, and future P/E multiples. Analyst Commentary Recent Street research on BCE reflects a mix of optimism around valuation support and growth projects, alongside fresh concerns about competitive pressure in Canadian telecom.
ナラティブの更新 Apr 05

BCE: Price War Risks And AI Data Centres Will Shape 2026 Outlook

Analysts made a modest upward adjustment to the BCE fair value estimate to CA$37.53. This reflects slightly higher assumed revenue growth and profit margin expectations, along with a marginally lower future P/E multiple and a small change in the discount rate, following recent price target increases across several firms and ongoing sector price war concerns.
ナラティブの更新 Mar 22

BCE: Execution Risks Around Profitability Assumptions Will Drive Future Share Pressure

Analysts have nudged BCE's fair value estimate higher to CA$31.00 from CA$30.00, citing recent target hikes into the CA$39 to CA$41 range, as well as updated assumptions around profitability, discount rate, and future P/E as key supports for the change. Analyst Commentary Recent Street research on BCE has featured a mix of supportive and cautious views, with several price target adjustments clustering in the CA$39 to CA$41 range.
ナラティブの更新 Mar 08

BCE: Fair Outlook Balances 2026 Guidance With Tight Range Rating Revisions

Analysts have inched their average price target on BCE higher to CA$40, with small tweaks to discount rate and P/E assumptions. These adjustments reflect updated views on risk and valuation inputs rather than big shifts in the core earnings outlook.
ナラティブの更新 Feb 22

BCE: Fair Outlook Weighs 2026 Guidance Against Mixed Rating Revisions

Analysts have nudged their fair value estimate for BCE higher to CA$37.38 from CA$37.01, citing recent price target moves around CA$40 and updated assumptions for revenue growth, margins and future P/E as the main drivers of this change. Analyst Commentary Recent research on BCE reflects a mix of cautious tweaks and more constructive moves on valuation, with price targets broadly clustering around the CA$40 mark.
ナラティブの更新 Feb 07

BCE: Fair Outlook Balances Mixed Rating Moves And 2026 Guidance

Analysts have nudged their BCE valuation slightly higher, with the fair value estimate moving to $37.01 from $36.47, as they balance mixed price target moves on the Street with updated assumptions for revenue growth, profit margins and future P/E levels. Analyst Commentary Street research on BCE in recent days has been mixed, with some price targets nudged lower and at least one upgrade.
ナラティブの更新 Jan 24

BCE: Modest Discount Rate Shift Supports Multiyear Outlook And Post Selloff Opportunity

Analysts have made a modest downward adjustment to their BCE price target to about C$40.75. This reflects slightly higher discount rate assumptions and some pressure on profit margins, even as revenue growth expectations and future P/E estimates remain relatively steady.
ナラティブの更新 Jan 10

BCE: Recent Upgrades Highlight Multiyear Outlook And Post Selloff Entry Opportunity

Analysts have lifted their price targets on BCE to a range around C$34 to C$37, a C$2 move at the low end, citing a clearer multiyear outlook, an improved growth and risk profile, and what they view as a more appealing entry point after the recent selloff. Analyst Commentary Bullish analysts see the recent round of target changes and upgrades as a reset in how BCE is being valued, with more confidence in the multiyear plan outlined at the investor day.
分析記事 Jan 04

Does BCE (TSE:BCE) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
ナラティブの更新 Dec 25

BCE: Multi-Year Outlook Will Shape Risk Profile And Share Performance

Our updated narrative on BCE reflects a modest upward revision in the analyst price target to C$34 from C$32, as analysts point to a clearer multi year growth outlook and an improving risk profile, despite a higher assumed discount rate and lower profit margin expectations. Analyst Commentary Recent Street research on BCE highlights a constructive but still measured stance from the sell side.
ナラティブの更新 Dec 11

BCE: Share Price Will Rise On Clearer Outlook And Recent Rating Upgrades

Analysts have nudged their average price target for BCE modestly higher to C$34 to C$37 per share, citing improved confidence in the company’s multi year outlook, a better growth and balance sheet trajectory, and expectations for gradual revenue and EBITDA reacceleration from 2026. Analyst Commentary Recent research updates reflect a more constructive stance on BCE, with several firms lifting ratings and targets as they recalibrate models to the company’s longer term guidance and post selloff valuation.
ナラティブの更新 Nov 27

BCE: Share Price Will Rise On Improved Outlook And Recent Upgrades

The analyst price target for BCE has increased modestly, with several firms now seeing improved growth prospects and balance sheet strength. This has led to higher targets such as C$37 from C$35, as analysts cite greater confidence in the company's outlook through 2028.
分析記事 Nov 13

Solid Earnings May Not Tell The Whole Story For BCE (TSE:BCE)

The recent earnings posted by BCE Inc. ( TSE:BCE ) were solid, but the stock didn't move as much as we expected. We...
ナラティブの更新 Nov 13

BCE: Share Price Will Benefit From Improved Outlook Through 2028

Analysts have raised their price targets for BCE by approximately C$2 to C$3 per share. This reflects increased confidence in the company's improving growth prospects and balance sheet outlook.
ナラティブの更新 Oct 30

Improved Long-Term Outlook And Ongoing Risks Will Shape Performance Through 2028

BCE's analyst price target has modestly increased from C$35.97 to C$36.15 as analysts cite improved confidence in the company's long-term outlook and gradual earnings growth following recent upgrades and an encouraging investor day. Analyst Commentary Recent analyst actions reflect a shift in sentiment toward BCE, as well as a recognition of both the company's improved prospects and remaining challenges.
ナラティブの更新 Oct 15

High-speed Fiber Expansion And AI Will Transform North American Connectivity

BCE's analyst price target has increased from C$35.41 to C$35.97 as analysts express greater confidence in the company's growth outlook and balance sheet trajectory, following recent upgrades and positive research commentary. Analyst Commentary Recent analyst activity around BCE has been notably positive, reflecting shifting outlooks following the company's recent investor event and quarterly results.
ナラティブの更新 Sep 04

High-speed Fiber Expansion And AI Will Transform North American Connectivity

Analysts modestly raised their price targets for BCE reflecting improved long-term growth prospects and synergies from the Ziply acquisition, but maintained a balanced risk-reward view amid stable fundamentals, resulting in no net change to the consensus price target, which remains at CA$35.41. Analyst Commentary Bullish analysts increased price targets following the completion of the Ziply deal, which is expected to enhance BCE's long-term growth prospects.
分析記事 Jul 14

We Think BCE (TSE:BCE) Is Taking Some Risk With Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
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新しいナラティブ Nov 10

Expanding Fiber Ventures Boost Future Revenue And Margin Transformation In Media And Wireless

BCE's strategic acquisitions and digital shift drive growth and stabilize earnings by enhancing market presence, technology integration, and media revenue.

決済の安定と成長

配当データの取得

安定した配当: BCEの配当金支払いは、過去10年間 変動性 が高かった。

増加する配当: BCEの配当金支払額は過去10年間減少しています。


配当利回り対市場

BCE 配当利回り対市場
BCE 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (BCE)5.2%
市場下位25% (CA)1.7%
市場トップ25% (CA)5.4%
業界平均 (Telecom)6.3%
アナリスト予想 (BCE) (最長3年)5.3%

注目すべき配当: BCEの配当金 ( 5.24% ) はCanadian市場の配当金支払者の下位 25% ( 1.67% ) よりも高くなっています。

高配当: BCEの配当金 ( 5.24% ) はCanadian市場の配当金支払者の上位 25% ( 5.38% ) と比較すると低いです。


株主への利益配当

収益カバレッジ: BCEの 配当性向 ( 25.9% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。


株主配当金

キャッシュフローカバレッジ: BCEは合理的な 現金配当性向 ( 59.2% ) を備えているため、配当金の支払いはキャッシュフローによって賄われます。


高配当企業の発掘

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2026/06/16 01:36
終値2026/06/16 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

BCE Inc. 15 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。29

アナリスト機関
Amman SaeedAccountability Research Corporation
null nullArgus Research Company
David McFadgenATB Cormark