US · Energy · Oil & Gas Midstream
EPS came in at 0.68 against a street estimate of 0.61 — a beat of 11.5%.
Analysts rate TC Energy Corp a buy (14 buy, 7 hold, 2 sell out of 23) with an average price target of $66.97.
CONFIDENT TC Energy reported 12% EBITDA growth, raised 2026 guidance to upper end of range ($11.6–11.8B), and sanctioned $3B of projects YTD. Pending approval backlog grew to $7B; origination pipeline now $20B+, mostly power generation. Strong execution and expanding capital visibility drive outlook. Q2 2026 Nearly 70% of revised 51 Bcf/day 2035 demand growth in U.S. Heartland, Alberta, Mexico where TC has incumbent positions. 60% of supply (Appalachia, WCSB) will be TC-connected. Analysts pressed on Canadian regulatory framework risk, data-center policy headwinds, and capex funding gap 2029–2031. Management stressed incumbent advantages, portfolio balance over pure return maximization, and patience on capital markets timing until 2028 when Bruce cash inflection clarifies. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| Royal Bank of Canada | 8.55% |
| BMO Capital Markets Corp. | 5.21% |
| Capital Research Global Investors | 4.18% |
| Bank of Montreal | 3.58% |
| Vanguard Capital Management, LLC | 2.83% |
| Fidelity International Ltd | 2.59% |
| 1832 Asset Management L.P | 2.12% |
| Canada Pension Plan Investment Board | 1.67% |
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.63 / share ex-date Sep 29, 2026 · pay Oct 30, 2026 | 2026-09-29 |
| Dividend | $0.63 / share ex-date Jun 30, 2026 · pay Jul 31, 2026 | 2026-06-30 |
| Dividend | $0.63 / share ex-date Mar 31, 2026 · pay Apr 30, 2026 | 2026-03-31 |
| Dividend | $0.61 / share ex-date Dec 31, 2025 · pay Jan 30, 2026 | 2025-12-31 |
| Dividend | $0.62 / share ex-date Sep 29, 2025 · pay Oct 31, 2025 | 2025-09-29 |
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Google PlayApp StoreData updated 2026-09-18.