Quantinno Capital Management LP Boosts Stake in BCE, Inc. $BCE

Quantinno Capital Management LP increased its holdings in shares of BCE, Inc. (NYSE:BCE) (TSE:BCE) by 20.7% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 221,472 shares of the utilities provider’s stock after purchasing an additional 37,965 shares during the quarter. Quantinno Capital Management LP’s holdings in BCE were worth $5,583,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors also recently modified their holdings of the business. Massachusetts Financial Services Co. MA raised its position in BCE by 3.8% in the 4th quarter. Massachusetts Financial Services Co. MA now owns 1,806,619 shares of the utilities provider’s stock worth $43,034,000 after buying an additional 65,650 shares during the last quarter. Intact Investment Management Inc. boosted its holdings in shares of BCE by 23.3% during the 4th quarter. Intact Investment Management Inc. now owns 3,848,390 shares of the utilities provider’s stock valued at $91,794,000 after acquiring an additional 727,860 shares during the last quarter. Vanguard Group Inc. boosted its holdings in shares of BCE by 4.0% during the 4th quarter. Vanguard Group Inc. now owns 18,020,124 shares of the utilities provider’s stock valued at $429,834,000 after acquiring an additional 700,797 shares during the last quarter. Plato Investment Management Ltd bought a new stake in shares of BCE in the fourth quarter worth approximately $1,616,000. Finally, Pittenger & Anderson Inc. bought a new stake in shares of BCE in the fourth quarter worth approximately $1,401,000. 41.46% of the stock is owned by hedge funds and other institutional investors.

BCE News Summary

Here are the key news stories impacting BCE this week:

• Positive Sentiment: Q2 earnings beat expectations. BCE reported adjusted earnings of $0.47 per share, up from $0.46 a year earlier and ahead of the $0.46 analyst consensus. BCE Q2 Earnings and Revenues Top Estimates
• Positive Sentiment: Revenue also topped Wall Street estimates. Bell Media benefited from increased advertising and broadcast activity associated with the FIFA World Cup, providing support for BCE’s media operations. FIFA World Cup Helps Lift Bell Media Revenues
• Positive Sentiment: The dividend remains a major attraction. BCE declared a quarterly dividend of $0.4375 per share, or $1.75 annualized, representing an indicated yield of approximately 7.7%. Investors of record on September 15 will be paid on October 15.
• Neutral Sentiment: Revenue guidance broadly aligns with expectations. BCE forecast fiscal 2026 revenue of $17.9 billion to $18.6 billion, a range that contains the $18.2 billion analyst consensus. BCE Reports Second Quarter 2026 Results
• Negative Sentiment: Profit declined year over year. Despite the EPS beat, BCE’s overall second-quarter profit fell, highlighting continued pressure on the business and limiting the positive impact of the earnings surprise.
• Negative Sentiment: Full-year EPS guidance is slightly cautious. BCE provided a 2026 EPS range of $1.798 to $1.919, below the $1.900 consensus at the low end and around 2% below consensus at the midpoint. BCE Q2 Earnings Key Metrics

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on BCE shares. Canadian Imperial Bank of Commerce reissued an “outperform” rating on shares of BCE in a report on Friday, July 10th. Weiss Ratings restated a “hold (c)” rating on shares of BCE in a report on Friday, May 29th. Barclays cut their target price on shares of BCE from $26.00 to $25.00 and set an “equal weight” rating for the company in a research report on Thursday, July 16th. TD Securities upgraded shares of BCE from a “hold” rating to a “buy” rating in a research note on Wednesday, July 1st. Finally, Zacks Research cut BCE from a “hold” rating to a “strong sell” rating in a report on Monday, July 13th. Six research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $30.00.

BCE Price Performance

NYSE BCE opened at $22.75 on Friday. The company has a current ratio of 0.74, a quick ratio of 0.71 and a debt-to-equity ratio of 1.84. BCE, Inc. has a 12 month low of $20.87 and a 12 month high of $26.52. The stock has a market cap of $21.22 billion, a price-to-earnings ratio of 4.62 and a beta of 0.51. The company’s 50 day moving average is $22.61 and its two-hundred day moving average is $24.15.

BCE (NYSE:BCE) (TSE:BCE) last posted its quarterly earnings results on Thursday, August 6th. The utilities provider reported $0.47 earnings per share for the quarter, topping analysts’ consensus estimates of $0.46 by $0.01. BCE had a net margin of 25.66% and a return on equity of 13.87%. BCE has set its FY 2026 guidance at 1.798-1.919 EPS. As a group, research analysts anticipate that BCE, Inc. will post 1.85 earnings per share for the current year.

BCE Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, October 15th. Investors of record on Tuesday, September 15th will be issued a $0.4375 dividend. The ex-dividend date of this dividend is Tuesday, September 15th. This represents a $1.75 annualized dividend and a yield of 7.7%. BCE’s dividend payout ratio is currently 25.81%.

BCE Profile

BCE Inc (NYSE: BCE) is a Canadian communications, media and entertainment company that operates through its primary subsidiaries, including Bell Canada and Bell Media. As a large integrated telecommunications provider, BCE delivers a broad range of connectivity services and content to residential, business and wholesale customers across Canada. The company combines network infrastructure with media assets to offer bundled communications and entertainment solutions.

On the services side, BCE provides fixed-line and wireless voice services, mobile data, high-speed internet, fibre and broadband access, and television services through platforms such as Bell Fibe and Bell TV.