PGIM Jennison Energy Infrastructure Fund Q3 2025 Contributors And Detractors

TC Energy benefited from positive results in 2Q25, beating estimates, with EBITDA guidance being modestly raised, and the current capex remaining static. Enbridge has vast scale across oil, gas, utilities and renewables. Enbridge's strategy is to focus on a steady dividend, coupled with modest growth. Earlier in the year, ONEOK missed 7-8% on EBITDA, which hurt performance for the company.

Seeking Alpha • Nov 30, 2025

South Bow Corporation (SOBO:CA) Analyst/Investor Day Transcript

South Bow Corporation ( SOBO:CA ) Analyst/Investor Day November 19, 2025 9:00 AM EST Company Participants Martha Wilmot Bevin Wirzba - President, CEO & Director Richard Prior - Senior VP & COO P. Van Dafoe - Senior VP & CFO Benjamin Pike Conference Call Participants Robert Catellier - CIBC Capital Markets, Research Division Keith Stanley - Wolfe Research, LLC Praneeth Satish - Wells Fargo Securities, LLC, Research Division Maurice Choy - RBC Capital Markets, Research Division Elias Jossen - JPMorgan Chase & Co, Research Division Andrew John O'Donnell - Tudor, Pickering, Holt & Co. Securities, LLC, Research Division Robert Hope - Scotiabank Global Banking and Markets, Research Division Aaron MacNeil - TD Cowen, Research Division Benjamin Pham - BMO Capital Markets Equity Research George Burwell - Jefferies LLC, Research Division Presentation Martha Wilmot Good morning, everyone.

Seeking Alpha • Nov 19, 2025

South Bow: Strong Business Model, Outstanding Dividends, Growth On The Horizon

South Bow Corporation is rated Buy with a target price of $44.94, offering a 16.9% upside from the current price. SOBO's Q3 results showed solid EBITDA, increased distributable cash flow, and a confirmed 7.3% dividend yield. The company increased its 2025 Distributable Cash Flow guidance. Key growth drivers include the Blackrod Connection Project, potential new pipeline developments in Canada and the U.S., and a supportive macroeconomic environment with lower sector risks.

Seeking Alpha • Nov 17, 2025

South Bow Corporation (SOBO:CA) Q3 2025 Earnings Call Transcript

South Bow Corporation ( SOBO:CA ) Q3 2025 Earnings Call November 14, 2025 10:00 AM EST Company Participants Martha Wilmot Bevin Wirzba - President, CEO & Director Richard Prior - Senior VP & COO P. Van Dafoe - Senior VP & CFO Conference Call Participants George Burwell - Jefferies LLC, Research Division Maurice Choy - RBC Capital Markets, Research Division Praneeth Satish - Wells Fargo Securities, LLC, Research Division Presentation Operator Good day, and thank you for standing by.

Seeking Alpha • Nov 14, 2025

South Bow Reports Third-quarter 2025 Results, Provides 2026 Outlook, and Declares Dividend

CALGARY, Alberta, Nov. 13, 2025 (GLOBE NEWSWIRE) -- South Bow Corp. (TSX & NYSE: SOBO) (South Bow or the Company) reports its third-quarter 2025 financial and operational results and provides its 2026 outlook. Unless otherwise noted, all financial figures in this news release are in U.S. dollars.

GlobeNewsWire • Nov 13, 2025

Why South Bow Corporation (SOBO) is Poised to Beat Earnings Estimates Again

South Bow Corporation (SOBO) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Zacks Investment Research • Oct 22, 2025

South Bow Announces Timing of Third-quarter 2025 Results and Conference Call and Webcast

CALGARY, Alberta, Oct. 16, 2025 (GLOBE NEWSWIRE) -- South Bow Corp. (TSX & NYSE: SOBO) (South Bow or the Company) will release its third-quarter 2025 financial and operational results after the close of markets on Nov. 13, 2025.

GlobeNewsWire • Oct 16, 2025

South Bow Corporation (SOBO) Q2 2025 Earnings Call Transcript

South Bow Corporation (NYSE:SOBO ) Q2 2025 Earnings Conference Call August 7, 2025 10:00 AM ET Company Participants Bevin Mark Wirzba - President, CEO & Director Martha Wilmot - Corporate Participant P. Van R. Dafoe - Senior VP & CFO Richard J.

Seeking Alpha • Aug 8, 2025

South Bow: A Very Generous Dividend From An Oil Pipeline Company

South Bow delivered strong Q2 results, with stable EBIT and increased pre-tax income driven by lower interest expenses. Distributable cash flow (DCF) guidance remains robust, supporting a well-covered 7.4% dividend yield and ongoing debt reduction. The company reduced its maintenance capex guidance, further boosting DCF and enhancing dividend coverage ratios.

Seeking Alpha • Aug 7, 2025

South Bow Reports Second-quarter 2025 Results and Declares Dividend

CALGARY, Alberta, Aug. 06, 2025 (GLOBE NEWSWIRE) -- South Bow Corp. (TSX & NYSE: SOBO) (South Bow or the Company) reports its second-quarter 2025 financial and operational results. Unless otherwise noted, all financial figures in this news release are in U.S. dollars.

GlobeNewsWire • Aug 6, 2025