Zacks Research Cuts Earnings Estimates for Pembina Pipeline

Pembina Pipeline Co. (TSE:PPL) (NYSE:PBA) – Analysts at Zacks Research lowered their Q1 2026 EPS estimates for shares of Pembina Pipeline in a research note issued on Tuesday, December 23rd. Zacks Research analyst Team now expects that the company will earn $0.72 per share for the quarter, down from their prior estimate of $0.73. The consensus estimate for Pembina Pipeline’s current full-year earnings is $3.44 per share. Zacks Research also issued estimates for Pembina Pipeline’s Q3 2026 earnings at $0.72 EPS.

A number of other equities analysts have also recently issued reports on the company. CIBC dropped their target price on Pembina Pipeline from C$62.00 to C$61.00 in a report on Tuesday, December 16th. ATB Capital set a C$61.00 price target on Pembina Pipeline and gave the company an “outperform” rating in a research report on Tuesday. Jefferies Financial Group increased their price objective on Pembina Pipeline from C$53.00 to C$54.00 and gave the stock a “hold” rating in a research note on Wednesday, October 29th. Raymond James Financial boosted their target price on shares of Pembina Pipeline from C$66.00 to C$67.00 in a research note on Tuesday, December 16th. Finally, National Bankshares upped their target price on shares of Pembina Pipeline from C$57.00 to C$60.00 and gave the stock an “outperform” rating in a report on Wednesday, December 17th. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Pembina Pipeline presently has a consensus rating of “Moderate Buy” and an average price target of C$58.83.

Pembina Pipeline Stock Down 0.3%

Shares of PPL opened at C$51.69 on Wednesday. The company has a quick ratio of 0.50, a current ratio of 0.65 and a debt-to-equity ratio of 78.68. The company has a 50-day moving average price of C$53.21 and a two-hundred day moving average price of C$52.62. The stock has a market cap of C$30.03 billion, a price-to-earnings ratio of 18.46, a P/E/G ratio of 1.58 and a beta of 0.60. Pembina Pipeline has a 12 month low of C$48.35 and a 12 month high of C$59.20.

Pembina Pipeline (TSE:PPL) (NYSE:PBA) last posted its earnings results on Thursday, November 6th. The company reported C$0.43 earnings per share for the quarter. Pembina Pipeline had a net margin of 25.73% and a return on equity of 12.06%. The business had revenue of C$1.79 billion for the quarter.

Trending Headlines about Pembina Pipeline

Here are the key news stories impacting Pembina Pipeline this week:

• Positive Sentiment: Zacks raised several near‑term and 2027 estimates — analysts bumped Q1–Q3 2027 quarter forecasts (e.g., Q1 2027 to $0.76 from $0.70, Q2 2027 to $0.49 from $0.46, Q3 2027 to $0.40 from $0.38) and lifted FY2027 to $3.29 (from $3.26). These upward tweaks suggest modestly stronger medium‑term cash flow expectations.
• Positive Sentiment: Zacks also raised several nearer‑term quarterly estimates that imply improved near‑term momentum — Q4 2025 to $0.75 (from $0.74), Q2 2026 to $0.66 (from $0.64) and Q3 2026 to $0.72 (from $0.68). Incremental upside to quarterly EPS can support distribution coverage and valuation.
• Positive Sentiment: ATB Capital set a C$61.00 price target, a constructive signal from a Canadian bank analyst that can lend support to the stock’s upside expectations. Pembina Pipeline (TSE:PPL) Given a C$61.00 Price Target by ATB Capital Analysts
• Neutral Sentiment: Zacks nudged FY2025 slightly higher to $2.63 from $2.62 — a very small change versus market consensus (consensus still ~ $3.44), so limited impact on the stock by itself.
• Negative Sentiment: Zacks trimmed FY2026 estimates to $3.05 from $3.13, lowering medium‑term full‑year profitability expectations; that reduction can pressure forward multiples and dividend coverage assumptions.
• Negative Sentiment: A larger cut to Q4 2026 (to $0.94 from $1.07) and a small reduction to Q1 2026 (to $0.72 from $0.73) may signal volatility or weaker seasonal volumes/revenues for that period, which could weigh on near‑term sentiment and the stock’s trajectory.

About Pembina Pipeline

Pembina Pipeline is midstream company serving the Canadian and North American ( primarily Bakken) markets with an integrated product portfolio. The firms’ assets include pipelines and gas gathering, as well as assets across fractionation, storage, and propane exports.