Triasima Portfolio Management inc. Grows Stock Position in Enbridge Inc $ENB

Triasima Portfolio Management inc. lifted its stake in shares of Enbridge Inc (NYSE:ENB) (TSE:ENB) by 18.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 230,209 shares of the pipeline company’s stock after purchasing an additional 35,937 shares during the quarter. Enbridge comprises approximately 1.7% of Triasima Portfolio Management inc.’s portfolio, making the stock its 17th biggest position. Triasima Portfolio Management inc.’s holdings in Enbridge were worth $11,031,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the stock. Blue Fin Capital Inc. raised its stake in shares of Enbridge by 1.3% during the fourth quarter. Blue Fin Capital Inc. now owns 16,028 shares of the pipeline company’s stock worth $767,000 after purchasing an additional 213 shares during the last quarter. IHT Wealth Management LLC raised its stake in shares of Enbridge by 1.2% during the second quarter. IHT Wealth Management LLC now owns 18,084 shares of the pipeline company’s stock worth $820,000 after purchasing an additional 213 shares during the last quarter. Copperleaf Capital LLC raised its stake in shares of Enbridge by 3.6% during the third quarter. Copperleaf Capital LLC now owns 6,328 shares of the pipeline company’s stock worth $319,000 after purchasing an additional 217 shares during the last quarter. Avidian Wealth Enterprises LLC raised its stake in shares of Enbridge by 2.5% during the fourth quarter. Avidian Wealth Enterprises LLC now owns 8,936 shares of the pipeline company’s stock worth $427,000 after purchasing an additional 218 shares during the last quarter. Finally, PFG Advisors raised its stake in shares of Enbridge by 4.2% during the third quarter. PFG Advisors now owns 5,479 shares of the pipeline company’s stock worth $276,000 after purchasing an additional 223 shares during the last quarter. Hedge funds and other institutional investors own 54.60% of the company’s stock.

Enbridge Trading Up 0.1%

Shares of ENB stock opened at $54.88 on Monday. The business’s fifty day moving average price is $53.55 and its 200 day moving average price is $49.95. Enbridge Inc has a 1-year low of $43.59 and a 1-year high of $55.49. The firm has a market capitalization of $119.83 billion, a PE ratio of 23.86 and a beta of 0.59. The company has a debt-to-equity ratio of 1.70, a current ratio of 0.63 and a quick ratio of 0.55.

Enbridge (NYSE:ENB) (TSE:ENB) last announced its quarterly earnings data on Friday, February 13th. The pipeline company reported $0.63 earnings per share for the quarter, topping analysts’ consensus estimates of $0.60 by $0.03. Enbridge had a return on equity of 11.19% and a net margin of 11.30%.The firm had revenue of $17.18 billion for the quarter, compared to analyst estimates of $9.10 billion. During the same quarter in the prior year, the company posted $0.75 earnings per share. As a group, sell-side analysts forecast that Enbridge Inc will post 2.2 EPS for the current fiscal year.

Analyst Ratings Changes

Several equities research analysts have recently commented on ENB shares. Scotiabank restated an “outperform” rating on shares of Enbridge in a research note on Tuesday, February 17th. Raymond James Financial upgraded Enbridge to a “moderate buy” rating in a research note on Tuesday, February 17th. Royal Bank Of Canada upped their price objective on Enbridge from $72.00 to $76.00 and gave the stock an “outperform” rating in a report on Tuesday, February 17th. Citigroup reaffirmed a “buy” rating on shares of Enbridge in a report on Thursday, February 19th. Finally, BMO Capital Markets reaffirmed a “market perform” rating on shares of Enbridge in a report on Tuesday, February 17th. Seven equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $65.00.

Key Stories Impacting Enbridge

Here are the key news stories impacting Enbridge this week:

• Positive Sentiment: Analysts’ fair-value estimates and price targets have converged upward into a tighter CA$72–77 range, implying modest upside and reaffirming the core investment thesis for Enbridge’s stable cash flows and dividend support. How The Enbridge Investment Story Is Shifting
• Positive Sentiment: Coverage notes potential gains for ENB but highlights macro risks; this signals analysts still see value while flagging inflation as a watch item rather than an immediate catalyst. Analysts see Enbridge gains but flag inflation risk
• Neutral Sentiment: A deep-dive warns that even a strong quarterly operating showing may not be enough to materially re-rate ENB given valuation and macro headwinds; useful for longer-term investors weighing upside vs. yield stability. Important Warning For Enbridge Investors
• Negative Sentiment: Zacks previews the upcoming report and says Enbridge lacks the setup for an earnings beat—analysts expect a decline in EPS—so a miss or a cautious guide could send the stock lower near term. Analysts Estimate Enbridge to Report a Decline in Earnings
• Negative Sentiment: US Capital Advisors has cut multiple near‑term and FY2026/27 EPS estimates, lowering expectations and indicating potential pressure on consensus guidance and valuation. Lowered analyst EPS forecasts tend to reduce short-term upside. US Capital Advisors analyst estimate cuts
• Negative Sentiment: Unusual options activity: a large spike in put buying (20,216 puts, +1,036% vs. average) suggests some traders are hedging or betting on downside, which can increase volatility and put downward pressure on the share price. Options flow report

Enbridge Company Profile

Enbridge Inc is a Calgary, Alberta–based energy infrastructure company that develops, owns and operates a diversified portfolio of energy transportation, distribution and generation assets. Its core activities include the operation of crude oil and liquids pipelines, natural gas transmission and distribution systems, and energy storage facilities. In addition to midstream transportation and storage, Enbridge has expanded into renewable power generation and energy transition projects, including wind, solar and utility-scale generation assets.

The company serves customers primarily in Canada and the United States and has interests in other international energy projects.