Zacks Research Cuts Earnings Estimates for Pembina Pipeline

Key Points

• Zacks Research has reduced its Q3 2025 earnings estimate for Pembina Pipeline, lowering it to $0.49 per share from a previous estimate of $0.51.
• Pembina Pipeline recently declared a quarterly dividend increase, raising it to $0.5109, which results in an annualized yield of 5.56%.
• The stock is currently rated as a "Moderate Buy" with a consensus price target of $56.00, despite a recent drop in its share price by 1.0%.

Pembina Pipeline Corp. (NYSE:PBA - Free Report) TSE: PPL - Stock analysts at Zacks Research lowered their Q3 2025 earnings per share (EPS) estimates for Pembina Pipeline in a research note issued to investors on Thursday, July 24th. Zacks Research analyst T. Saha now anticipates that the pipeline company will post earnings per share of $0.49 for the quarter, down from their previous estimate of $0.51. The consensus estimate for Pembina Pipeline's current full-year earnings is $2.15 per share. Zacks Research also issued estimates for Pembina Pipeline's Q4 2025 earnings at $0.55 EPS, Q1 2026 earnings at $0.62 EPS, Q4 2026 earnings at $0.68 EPS, FY2026 earnings at $2.28 EPS and Q1 2027 earnings at $0.70 EPS.

PBA has been the topic of several other reports. National Bank Financial upgraded Pembina Pipeline from a "hold" rating to a "strong-buy" rating in a research note on Wednesday, June 25th. Barclays restated an "overweight" rating on shares of Pembina Pipeline in a research note on Tuesday, June 3rd. Jefferies Financial Group cut Pembina Pipeline from a "buy" rating to a "hold" rating in a research note on Wednesday, July 23rd. Finally, National Bankshares upgraded Pembina Pipeline from a "sector perform" rating to an "outperform" rating in a research note on Thursday, June 26th. Three investment analysts have rated the stock with a hold rating, five have given a buy rating and one has assigned a strong buy rating to the company's stock. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus price target of $56.00.

Pembina Pipeline Stock Down 1.0%

Shares of NYSE PBA opened at $36.73 on Monday. The stock has a market cap of $21.34 billion, a P/E ratio of 16.62 and a beta of 0.76. The company has a current ratio of 0.64, a quick ratio of 0.52 and a debt-to-equity ratio of 0.75. Pembina Pipeline has a 12-month low of $34.13 and a 12-month high of $43.44. The business's fifty day simple moving average is $37.31 and its 200-day simple moving average is $37.54.

Pembina Pipeline (NYSE:PBA - Get Free Report) TSE: PPL last announced its quarterly earnings data on Thursday, May 8th. The pipeline company reported $0.80 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.57 by $0.23. The business had revenue of $1.14 billion for the quarter, compared to analysts' expectations of $1.47 billion. Pembina Pipeline had a return on equity of 12.61% and a net margin of 23.73%. The company's revenue for the quarter was up 48.2% compared to the same quarter last year. During the same period last year, the firm earned $0.73 earnings per share.

Pembina Pipeline Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, June 30th. Shareholders of record on Monday, June 16th were paid a $0.5109 dividend. The ex-dividend date of this dividend was Monday, June 16th. This is a boost from Pembina Pipeline's previous quarterly dividend of $0.48. This represents a $2.04 dividend on an annualized basis and a yield of 5.56%. Pembina Pipeline's dividend payout ratio (DPR) is currently 93.67%.

Hedge Funds Weigh In On Pembina Pipeline

Several hedge funds have recently made changes to their positions in PBA. Norges Bank purchased a new position in shares of Pembina Pipeline during the fourth quarter worth about $171,860,000. Goldman Sachs Group Inc. grew its holdings in shares of Pembina Pipeline by 78.1% during the first quarter. Goldman Sachs Group Inc. now owns 7,088,945 shares of the pipeline company's stock worth $283,770,000 after purchasing an additional 3,108,920 shares during the last quarter. BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp grew its holdings in shares of Pembina Pipeline by 1,591.4% during the fourth quarter. BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp now owns 3,155,558 shares of the pipeline company's stock worth $116,440,000 after purchasing an additional 2,968,994 shares during the last quarter. The Manufacturers Life Insurance Company grew its holdings in shares of Pembina Pipeline by 136.7% during the first quarter. The Manufacturers Life Insurance Company now owns 3,995,460 shares of the pipeline company's stock worth $160,681,000 after purchasing an additional 2,307,634 shares during the last quarter. Finally, Nuveen LLC purchased a new position in shares of Pembina Pipeline during the first quarter worth about $83,743,000. Hedge funds and other institutional investors own 55.37% of the company's stock.

Pembina Pipeline Company Profile

Pembina Pipeline Corporation provides energy transportation and midstream services. It operates through three segments: Pipelines, Facilities, and Marketing & New Ventures. The Pipelines segment operates conventional, oil sands and heavy oil, and transmission assets with a transportation capacity of 2.9 millions of barrels of oil equivalent per day, the ground storage capacity of 10 millions of barrels, and rail terminalling capacity of approximately 105 thousands of barrels of oil equivalent per day serving markets and basins across North America.

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