Everything Investors Should Understand About BCE’s Dividend Right Now

Ontario’s University Pension Plan Ontario (UPP) hired lawyer Gale Rubenstein as chair and first employee, initially overseeing about $10 billion for University of Toronto, Queen’s University, and University of Guelph staff, with ambitions to expand. Separately, CNBC and others discuss an AI hedge fund’s losses and CPP Investments’ benchmark analysis. BCE also agreed to buy Ziply Fiber for $5 billion.

A roundup of analyst actions in Canada’s telecom and transportation sectors. Raymond James initiated coverage of the telecom industry and set BCE at “market perform” with a C$37 target, Quebecor at “market perform” C$72, Rogers at “outperform” C$68, and Telus at “market perform” C$18.50. TD Cowen downgraded Rockpoint Gas Storage to “hold” (C$32). National Bank raised NFI Group to C$29. Scotiabank upgraded TFI International to “sector outperform” with a C$260 target.

HIVE Digital Technologies (HIVE) said it signed a three-year, US$220 million AI infrastructure deal with Bell Canada and Cohere to build an integrated Canadian AI platform, combining Bell’s data centre services, Cohere’s software and HIVE/BUZZ GPU cloud and server capabilities. BUZZ will buy 2,304 NVIDIA Grace Blackwell GPUs for deployment in Merritt, BC. HIVE shares last traded at C$5.62.

BCE’s dividend has shifted from a long-running “stable” payout to a new, lower level after the company cut its annualized common dividend to $1.75 per share from $3.99, leaving a yield around 5.1% (at the time of writing). BCE reported Q1 2026 operating revenue of $6.2 billion (+4% y/y), adjusted EBITDA of $2.6 billion (+2.9%), and free cash flow of $804 million (+0.8%), according to the article. The piece links the cut to higher interest costs, capital needs, and competition, while noting asset

The Trump administration announced about $3 billion in US critical-minerals and battery-related investments to strengthen defence supply chains and reduce reliance on China. It includes a $1.4 billion conditional DoD loan to Sila Nanotechnologies, $400 million to Sunrise Energy Metals, and $150 million to Niron Magnetics, plus expected $58 million Export-Import Bank financing for several miners. Officials cite national security needs.

President Donald Trump said the US will invest $3bn in critical minerals and battery projects to expand domestic production for defence and industrial policy. He announced a $1.4bn conditional DoD loan to Sila Nanotechnologies, $400m to Sunrise Energy Metals, and $150m to Niron Magnetics, plus $58m in Ex-Im Bank lending to several firms. The article also cites $100m in DOE mining-school grants and $80m in Pentagon school funding.