Northland Power Inc (NPI.TO) Buy, Sell or Hold

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Northland Power Inc (NPI.TO)

21.92

+0.21 (0.97%)

as of Jul 8, 2026, 8:00:00 pm Market Open.

631 watching

Investor Insights

Jul 8, 2026, 12:00 am

This summary was created by AI, based on 25 opinions in the last 12 months.

Northland Power Inc (NPI) has faced notable challenges recently, particularly with a significant dividend cut that disappointed many investors. However, analysts are recognizing that the completion of major projects in Taiwan and Poland could lead to improved cash flow by 2027-28. Some experts highlight the supportive technical chart patterns and an overall positive sentiment toward the renewable energy sector, suggesting that NPI could benefit from its recent project developments. Nevertheless, there are differing opinions about the effectiveness of the new management and concerns regarding the company's previous leadership issues and asset risks. As the company strives for a cohesive strategy moving forward, many agree on the importance of monitoring its execution in the coming quarters.

Consensus

Cautious

Valuation

Undervalued

Similar

BEP.UN

COMMENT

Utility, some wind and a lot of power and a bit of growth with some co-gen power. With all of these, the perception is that there is not much growth, you are just owning for yield. If he were buying a utility, this and Innergex Renewable Energy (INE-T) would be the 2 that he would own. Not a bad entry point. 7.4% yield is safe.

WATCH

Has sold off because there is speculation that their dividend may not increase and the payout ratio may not come down below 100% due to an acquisition. It is a dividend story and now a portfolio being diversified through acquisition. If they complete the acquisition it will be a better entry point. Should be 5% lower.

BUY

His company has a $19 target on this with an “outperform”. Likes the 7.2% yield and this is a really good entry point.

BUY

Their North Battleford Creek asset is coming into service this year, which reduces pressure on the payout ratio. Thinks it is worth $19-$20. Looking to make a huge acquisition off the coast of the Netherlands, an offshore wind farm. 6.6% yield.

BUY ON WEAKNESS

Used to own years ago. Most companies in this space are a good buy now on weakness.

TOP PICK

He likes that management owns about 30% of the company. Renewable energy and well distributed. Natural gas, Hydro and wind. Current yield is 5.6%.

HOLD

Still solid value. You could probably step into it here at a 5.8% payout.

COMMENT

Payout ratio had been very high. Nearing completion on a couple of projects that should add to cash flow and materially reduce the payout ratio so he is going to take a closer look at this going forward. Generally the gas powered power generators are names he has not traditionally owned because the power purchase agreements are coming due and the recontracting process has usually led to a lower cash flow per unit.

PAST TOP PICK

(A Top Pick Sept 28/11. Up 25.28%.) Good name but he is reducing his holdings because the valuation is beginning to look stretched.

PAST TOP PICK

(A Top Pick Sept28/11. Up 20.71%.) Independent power producer primarily through natural gas. Excellent management team. Good pipeline. Trimming his holdings in the order of 20%.

HOLD

Have a fair bit of development that is going to be coming on stream in the next couple of years that will push the payout ratio down from 100% to about 80%. When that happens, they will be well-positioned to continue development and potentially increase their dividends.

TOP PICK

Try to get this one on a pullback. Close to a 6% dividend yield. Very little exposure to falling commodity prices. Produce about 1000 MW and currently have about 2800 projects on the go. Very strong history of completing their projects on time and under budget.

BUY

He focuses on operating cash flow, low maintenance costs and throwing off of free cash flow rather than the dividend. Trades at a 12X multiple. If interest rates went up, this is how you would get hit. Because of low interest rates, there is a good income stream. 6.5% yield.

DON'T BUY

Payout ratio is well in excess of what they are taking in. Company has stated that if certain things come together by 2014 the payout ratio will be 80%. He'd rather go with other utility companies.

TOP PICK

Building projects to double cash flow in 4 years time. Very stable and conservative.

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Northland Power Inc (NPI.TO)