Pembina Pipeline Corp. $PBA Shares Acquired by Citigroup Inc.

Citigroup Inc. increased its position in shares of Pembina Pipeline Corp. (NYSE:PBA) (TSE:PPL) by 96.3% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 216,975 shares of the pipeline company’s stock after acquiring an additional 106,419 shares during the quarter. Citigroup Inc.’s holdings in Pembina Pipeline were worth $8,775,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently modified their holdings of PBA. JARISLOWSKY FRASER Ltd raised its stake in Pembina Pipeline by 1,894.9% during the third quarter. JARISLOWSKY FRASER Ltd now owns 8,814,455 shares of the pipeline company’s stock worth $356,468,000 after purchasing an additional 8,372,612 shares during the period. Norges Bank acquired a new stake in shares of Pembina Pipeline during the 2nd quarter worth approximately $229,613,000. CIBC Asset Management Inc raised its position in shares of Pembina Pipeline by 47.4% during the 2nd quarter. CIBC Asset Management Inc now owns 7,547,536 shares of the pipeline company’s stock valued at $283,823,000 after buying an additional 2,427,939 shares during the period. MUFG Securities EMEA plc acquired a new position in Pembina Pipeline in the second quarter valued at approximately $52,514,000. Finally, The Manufacturers Life Insurance Company grew its position in Pembina Pipeline by 29.4% in the second quarter. The Manufacturers Life Insurance Company now owns 5,169,664 shares of the pipeline company’s stock worth $193,094,000 after acquiring an additional 1,174,204 shares during the period. Hedge funds and other institutional investors own 55.37% of the company’s stock.

Pembina Pipeline News Roundup

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

• Positive Sentiment: Q4 EPS beat and strong cash‑flow/EBITDA — Pembina reported Q4 EPS of $0.56 vs. a $0.50 consensus and full‑year adjusted EBITDA of $4,289M and adjusted cash flow from operations of $2,854M, underscoring resilient cash generation that supports distributions and deleveraging. BusinessWire: Pembina Q4 Results
• Positive Sentiment: Dividend declared — Pembina declared a quarterly dividend of $0.71/share (annualized yield ~6.4%), record/ex‑div date March 16 and payable March 31, which supports income‑oriented investor demand.
• Neutral Sentiment: Management commentary / strategy — Earnings call highlights point to strategic advances and operational updates that aim to protect EBITDA and cash flow, but offered limited near‑term growth guidance; useful context for medium‑term outlook. Yahoo Finance: Earnings Call Highlights
• Neutral Sentiment: Analyst rating unchanged — BMO reaffirmed a “market perform” rating, signaling no change to near‑term analyst expectations; this is neutral for immediate upside but keeps coverage stable. Finviz: Analyst Note
• Negative Sentiment: Revenue shortfall and year‑over‑year decline — Revenue for the quarter came in at $1.02B vs. analyst expectations near $1.41B and was down ~10.8% YoY; quarterly EPS also fell from $0.92 a year ago, highlighting weaker volumes/markets that could pressure future growth expectations. MarketBeat: Q4 Results & Transcript
• Negative Sentiment: Mixed earnings optics — While EPS topped estimates, the combination of a revenue miss and lower YoY profitability may keep valuation multiples constrained until revenue/volume trends stabilize. Zacks: Earnings Coverage

Pembina Pipeline Price Performance

Pembina Pipeline stock opened at $43.96 on Monday. The company has a current ratio of 0.53, a quick ratio of 0.41 and a debt-to-equity ratio of 0.77. The company has a fifty day simple moving average of $40.50 and a 200-day simple moving average of $39.22. The stock has a market cap of $25.54 billion, a P/E ratio of 23.14 and a beta of 0.68. Pembina Pipeline Corp. has a 12-month low of $34.13 and a 12-month high of $44.60.

Pembina Pipeline (NYSE:PBA) (TSE:PPL) last posted its earnings results on Thursday, February 26th. The pipeline company reported $0.56 EPS for the quarter, beating the consensus estimate of $0.50 by $0.06. The firm had revenue of $1.02 billion for the quarter, compared to analyst estimates of $1.41 billion. Pembina Pipeline had a return on equity of 11.15% and a net margin of 21.76%.Pembina Pipeline’s revenue for the quarter was down 10.8% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.92 earnings per share. Equities analysts expect that Pembina Pipeline Corp. will post 2.15 EPS for the current fiscal year.

Pembina Pipeline Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Monday, March 16th will be paid a $0.71 dividend. The ex-dividend date is Monday, March 16th. This represents a $2.84 dividend on an annualized basis and a yield of 6.5%. Pembina Pipeline’s payout ratio is currently 106.84%.

Wall Street Analyst Weigh In

Several equities analysts have recently commented on PBA shares. BMO Capital Markets reaffirmed a “market perform” rating on shares of Pembina Pipeline in a research note on Friday. Zacks Research upgraded shares of Pembina Pipeline from a “strong sell” rating to a “hold” rating in a report on Friday, January 23rd. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Pembina Pipeline in a research note on Monday, December 29th. Finally, TD Securities cut shares of Pembina Pipeline from a “buy” rating to a “hold” rating in a research report on Tuesday, February 17th. One equities research analyst has rated the stock with a Strong Buy rating, three have given a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $60.00.

Pembina Pipeline Company Profile

Pembina Pipeline Corporation (NYSE: PBA) is a North American energy infrastructure company that develops, owns and operates midstream assets that transport, store and process hydrocarbons. Its core business focuses on the transportation of crude oil, natural gas liquids (NGLs) and condensate, along with gas processing, fractionation, storage and related marketing services. Pembina serves producers, refiners and other energy companies by providing pipeline capacity, terminal services and midstream solutions that link upstream production to downstream markets and export facilities.

The company’s asset base is concentrated in Western Canada, including major operations in Alberta and British Columbia, and it also has operations and commercial activities that extend into the United States.