Algonquin Power & Utilities Corp (AQN.TO)…

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Algonquin Power & Utilities Corp (AQN.TO)

7.88

+0.03 (0.38%)

as of Sep 1, 2026, 8:00:00 pm Market Open.

1395 watching

Investor Insights

Sep 1, 2026, 12:00 am

This summary was created by AI, based on 29 opinions in the last 12 months.

Algonquin Power & Utilities Corp (AQN) is currently undergoing a multi-year turnaround focused on becoming a more pure-play regulated utility after divesting its renewable energy assets. The company is predominantly operating in the US, which has prompted plans for redomiciling to attract more US investors and investors appear cautiously optimistic about its restructuring efforts. However, many experts express concerns about the high levels of debt and the modest earnings growth. While there are positive signs of management's improved execution and focus, there is still a prevailing sentiment of skepticism until the company can demonstrate consistent profitability. The stock is perceived as a potential turnaround candidate, but its history of dividend cuts and operational challenges keep some investors at bay.

Consensus

Cautious

Valuation

Undervalued

Similar

CPX

HOLD

Disappointed shareholder, but still keeping shares. Poor 3rd quarter and has recently decreased guidance. Kentucky Power merger will not go through (not a good sign). Hoping that balance sheet remains at investment grade.

HOLD

Under acute pressure, especially since Q3 reporting. Strain from inflationary cost pressures, delays in reaping tax credits. Long established history in the renewable space, which will be secularly advantaged. Below book value at 0.9x. Market skeptical of the 10.3% dividend, risk of a cut is on the table but not on the knife's edge. Might already be priced in. Insider buying. Still BBB credit. Don't step in aggressively now amid tax-loss selling. Longer term, can own comfortably.

PAST TOP PICK

(A Top Pick Dec 17/21, Down 42%) Tough. He actually bought more. Short-term problems of missing on Q3 and pulling guidance for next year. Bigger overhang is the acquisition closing next year, funded by variable rate debt. They do have options. Better management communication could have helped. Dividend cut is about 50/50, but probably not eliminated. Astounding valuation at 10x earnings, 6x cashflow. Watch next 3-18 months to see how issues are addressed.

COMMENT

Recent headwinds include a high exposure to floating interest rates along with a lot of debt coming due this year and in 2023. The acquisition of Kentucky power will add more debt. The dividend is 10% but there is risk that they can't sustain it.

DON'T BUY

Has sold shares in the company. Does not believe in prospects for company. Unsure whether dividend is sustainable. Better options available for investors.

BUY

Misses on one quarter, and it gets punished. Way, way oversold on not great news, but hardly disastrous. People panicked unduly. Premier renewables company with solar, wind, hydro. Not going away. Thinks dividend is safe, need another couple of bad quarters in a row before it's in danger. Bargain basement price. Usually get rewarded when there's a fast dip like this, once it gets out of the penalty box.

HOLD

Will cut their dividend A dividend trap happens when a stock plunges and the yield soars. With AQN, investors expect a dividend cut to reflect a shift in the fundamentals, which is why shares have fallen lately. He owned this earlier this year, and let it go because fundamentals deteriorated. Don't toss this out.

SELL

They owned it and sold about a year ago since they didn't like the asset that AQN bought. They have cut their dividend and have a lot of debt. A good tax loss candidate.

BUY

Believes shares are turning around. Looking for higher prices.

Unspecified

It has a 22% floating rate debt. He sold it in the active portfolios. The CEO recently bought a big chunk which is encouraging. He didn't like the third quarter results and there are more interesting opportunities in this area.

WATCH

Doing all the right things, and then got hit last quarter. Ups and downs of the renewable space, higher costs to produce, and higher borrowing costs. Can't say dividend is 100% safe. High risk name now. Depends on your time horizon, will take time to bounce back. Insiders are buying shares.

DON'T BUY

Bought shares twice as high as current prices Sell half, take profits. An early casualty of rising interest rates with less free cash. The yield has jumped to 9.7%, so keep an eye on that, because if the dividend is cut, the share price will fall even more--though the price could rise too.

HOLD

Recent slide in share price tough, but will continue to own shares. Management indicating that will need to re-evaluate long term growth targets. Higher interests creating big problems for debt financing (using floating rate debt). Recent purchase of Kentucky Power will have to be purchased with line of credit instead of equity (not ideal). Pushing back investor day(December) which market does not like. Dividend is not sustainable at current levels.

COMMENT

Aggressive growth by acquisition tripped it up. Recent acquisitions have not delivered on expectations.

PAST TOP PICK

(A Top Pick Oct 14/21, Down 29%) Darling company in the past years. Recent share price decline creating opportunity for investors. 100 year assets that are not going away. Distribution business still attractive (buying and selling power). Believes long term investors will be rewarded. Continues to own shares.

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Algonquin Power & Utilities Corp (AQN.TO)