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Enbridge shares up on robust 2025 outlook and dividend increase

Published 03/12/2024, 15:14
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Shares of Enbridge (NYSE:ENB) gained about 1% following the pipeline operator's announcement that its full-year 2025 financial guidance surpassed expectations.

The company's success is largely attributed to its gas transmission segment. Alongside the positive financial forecast, Enbridge also declared a 3% increase in its quarterly dividend, raising it to C$0.9425 per share.

Enbridge reassured investors by reiterating its full-year guidance for 2024, expecting to achieve earnings before interest, taxes, depreciation, and amortization (Ebitda) and distributable cash flow (DCF) per share near the higher end of its projected range.

Specifically, the company anticipates ending the year close to the top of its Ebitda forecast of C$17.7 billion to C$18.3 billion and around the midpoint for DCF per share.

Looking forward, Enbridge confirmed its growth outlook for the period from 2023 to 2026. The company plans to invest approximately C$7 billion in capital projects in 2025, not including maintenance capital expenditures.

Analysts have weighed in on Enbridge's announcements with positive remarks. Robert Hope from Scotiabank (TSX:BNS), who maintains a sector perform rating with a price target of C$57, highlighted the gas transmission segment as a significant factor contributing to the better-than-anticipated 2025 Ebitda guidance.

He pointed out that the gas transmission Ebitda guidance of $5.1 billion exceeded the National Bank's expectations of $4.9 billion. Hope attributed the growth to "the incremental contribution from new projects, allowance for equity during construction on some expansion projects, lower costs and favourable re-contracting."

Anthony Linton of Jefferies, holding a neutral stance with a price target of C$59, also expressed a positive view on the company's growth prospects. Linton underscored that the growth outlook is bolstered by "$5 billion of projects expected to be placed into service in 2024 and $6 billion of projects in 2025."

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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