Pembina plans share buyback, eyes undervalued stock

Published 14/05/2025, 12:06
Pembina plans share buyback, eyes undervalued stock

CALGARY, Alberta - Pembina Pipeline Corporation (TSX: PPL; NYSE: PBA), a prominent North American energy infrastructure company with a market capitalization of $21.6 billion, has received Toronto Stock Exchange (TSX) approval to initiate a share repurchase program. The normal course issuer bid (NCIB) authorizes Pembina to buy back up to five percent of its outstanding common shares, signaling confidence in the company’s value. According to InvestingPro data, Pembina has maintained dividend payments for 21 consecutive years and currently offers a 5.5% dividend yield, demonstrating a strong commitment to shareholder returns.

The NCIB will commence on May 16, 2025, and will terminate on the earlier of May 15, 2026, or the date Pembina completes its share repurchases or decides to end the buyback program. As of May 2, 2025, Pembina had 580,908,170 common shares issued and outstanding, which permits the repurchase of up to 29,045,408 common shares. The acquired shares will be cancelled, potentially benefiting shareholders through increased earnings per share.

Pembina’s management believes that the market does not fully reflect the intrinsic value of its shares at times, and that repurchasing shares for cancellation could be an advantageous use of financial resources. The company’s strong financial position is reflected in its EBITDA of $2.6 billion and healthy free cash flow yield of 9%. InvestingPro analysis shows the stock currently trades near its Fair Value, with an overall Financial Health score of "FAIR." The number of shares purchased, and the timing and price of acquisitions will depend on Pembina’s financial performance, availability of excess discretionary cash flow, and the comparison of share repurchases to other capital allocation options, such as debt reduction and capital investments.

Share purchases under the NCIB will be conducted through the TSX, the New York Stock Exchange, and/or alternative Canadian trading systems, adhering to specific rules that limit the daily volume of shares bought, except for block purchase exceptions. Pembina has also arranged an automatic purchase plan with a broker to enable share buying during self-imposed blackout periods, with purchases outside these periods at management’s discretion.

The prior NCIB, allowing the buyback of up to 28,976,578 common shares, will expire on May 15, 2025. Notably, no shares were repurchased under the previous program.

This initiative is based on a press release statement and is part of Pembina’s broader strategy to deliver energy solutions and create value for shareholders. The company’s extensive asset network includes pipelines, processing facilities, and logistics services, supporting the energy sector for over seven decades. Pembina’s shares are traded on the TSX and NYSE under the symbols PPL and PBA, respectively.

In other recent news, Pembina Pipeline Corp. has been at the center of several notable developments. Citi upgraded Pembina’s stock rating from Neutral to Buy, setting a new price target of C$63.00, reflecting confidence in the company’s growth prospects. This upgrade comes amid Pembina’s strategic initiatives, including the Greenlight power project, which is expected to significantly boost the company’s EBITDA. The resolution of the Alliance pipeline toll review is also anticipated to have minimal impact on Pembina’s financials. Meanwhile, RBC Capital Markets adjusted its price target for Pembina to Cdn$62.00 from Cdn$65.00, maintaining an Outperform rating despite uncertainties surrounding the Alliance Pipeline settlement discussions. RBC’s Maurice Choy noted that Pembina’s recent quarterly results were not fully appreciated by the market, suggesting that clarity on the settlement could enhance investor perception. Additionally, BMO Capital Markets identified Pembina as one of the preferred Canadian midstream stocks, rated as Outperform, highlighting potential buying opportunities amid recent oil price declines. These developments indicate a dynamic period for Pembina, with analysts focusing on both challenges and growth opportunities.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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