TSE:ACO.X
Atco Ltd (ACO.X.TO)
Financials 
Technical Analysis 
Jun 5, 2026, 12:00 amThis summary was created by AI, based on 4 opinions in the last 12 months.
Atco Ltd, known for its modular housing business, is experiencing a significant boost thanks to Canada’s infrastructure initiatives. The modular housing sector is thriving, positioning Atco favorably in the market as demand for utilities and innovative housing solutions rises. Additionally, the logistics arm of the business, particularly through its assets like CU and presence in Alberta and South America, enhances its growth potential with recent investments in infrastructure projects. Analysts indicate the stock has shown stable upward trends and relative strength, attracting capital over time. With a current yield of 3.08% and an attractive analysts' price target of $67.43, Atco appears to be a strong investment candidate amidst evolving market conditions.
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Premium contentWe again reiterate this Canadian infrastructure utility, who just acquired a sizeable portfolio of wind and solar assets in Alberta and Ontario as a TOP PICK. They inked a 15 year renewable energy deal with Microsoft. It trades at 1.2x book and at 12x earnings. We like that cash reserves are growing while paying down debt and buying shares. It has a good dividend, backed by a payout ratio under 55% of cash flow. We recommend maintaining the trailing the stop at $40, looking to achieve $50 -- upside over 16%. Yield 4.2%
(Analysts’ price target is $49.81)
Premium contentPremium content
Darren Sissons
Ross HealyBilly Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Has $9B in net debt against $1.4B in cash flow. Payout ratio is very good at only 14%. Profit margins are also positive.The company generates positive free cash flow, with a nice dividend of 4.3%. A solid income stock. Unlock Premium - Try 5i Free
Stockchase Insights
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company pays a solid and secure dividend. The valuation is low and it is stable. 5i would be comfortable owning this today. Unlock Premium - Try 5i Free
Stockchase Insights
Darren SissonsDarren Sissons(A Top Pick Jun 18/20, Up 27%) 27 consecutive years of increasing dividends. Very well run operations. They also have renewable assets. The value rotation has helped the stock run up. the dividend is now at 3.9%. The run up is more a normalization and continues to buy it.
Darren Sissons
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(A Top Pick May 20/22, Down 7%)
Has 20 years of dividend increases. But rising interest rates are competition for dividend-paying utilities. That said, long term this is a good company.