TSE:TA

Transalta Corp (TA.TO)

16.26
-0.15 (0.91%)
as of Sep 3, 2026, 8:00:00 pm Market Open.
234 watching
0
Investor Insights
star iconSep 3, 2026, 12:00 am

This summary was created by AI, based on 13 opinions in the last 12 months.

Transalta Corp (TA) is viewed with a mixture of optimism and caution by analysts. Many highlight the company's recent strategic acquisitions in Colorado, suggesting that these moves are likely to enhance long-term growth prospects and that TA is currently undervalued compared to its peers. Despite the positives, the stock's low dividend yield of around 1.6% raises concerns for yield-focused investors, especially given the overall underperformance of defensive stocks in the current market. Analysts note that while demand for energy is expected to rise, particularly from data centers, there are also competitive pressures and the potential for reduced energy consumption through innovation. Investors are advised to closely monitor stock performance in the wake of recent acquisitions before making further investments.

consensus icon
Consensus
Cautious
valuation icon
Valuation
Undervalued
review icon
Similar
CPX
DON'T BUY
Have had ongoing operational problems in an area where almost everything else has done really well.
HOLD
Problem has always been that it had a high dividend yield and was not hold enough back for expansion. It is pretty much of a sideways mover. It has been range bound since the financial crisis. IT is difficult to see this change until they upgrade coal fired power plants.
DON'T BUY
In is income now portfolio. Not expecting a lot of increase in dividends. Assets are reasonably mature. He sold half 6 months ago. He would not buy it now. He is just looking at yield.
DON'T BUY
Solid dividend player but doesn't necessarily have the growth opportunities that you would see in other sectors. Some of the midstream type companies have a little bit better growth than this one. Prefers others.
DON'T BUY
Not a huge fan of utilities here. Economy is reviving. This is the time to be in resource companies, tech companies, and energy companies. Trading closer to its value. 16 or 17x. This is not where the value is today.
BUY
Well worth holding because of its yield situation. Expect it will be solid for you. Boring.
COMMENT
(Market Call Minute.) Not a bad yield play. The spread of the cost of manufacturing electricity and what you sell it at is moving in their favour.
DON'T BUY
Stock has meandered sideways for the last couple of years. Very good dividend so if you're looking for a dividend play it’s a great play. If things are getting better in the world, as he expects, it probably won't perform as well on a relative basis.
TOP PICK
Stayed away for a very long term and then an interesting thing happened. Forecasts are making a U turn so he has recommended the stock. It is not exciting but it sure has heck has done better than the TSX itself and is looking for a nice bounce in the stock and a nice yield.
WEAK BUY
Good dividend yield. Company has struggled to get proper utilization of its capital. Has not been his favourite utility. Favours TRP, ENB and others. It has a base and Alberta is growing so he is less negative about it and previously.
DON'T BUY
Not certain that it has found its bottom yet. Have had some well-known problems over the last year or 2, which is pretty much discounted in the stock. Not sure what the catalyst is to move the price up again. Management has not delineated to investors’ satisfaction what they plan to do to improve the earnings profile.
HOLD
Utility that is pretty well managed. Good yield. Has pretty reasonable long-term growth. Nice stock to hold when the market is volatile.
DON'T BUY
Utilities do not have the volatility of pipelines. (He owns the bonds and is quite comfortable with it.) They want to maintain a 30% market share in Alberta but they always have to deal with shutdowns and expect there will be some next year. Have to spend a ton of CapX on their plants in 2012. Prefers others such as Enbridge (ENB-T).
COMMENT
Yield of 5.29%.New CEO. Assets are OK. Their problem is how they can grow. Alberta coal assets come off over the next 5-10 years. The assumption is that the will replace the coal assets with natural gas. No dividend increases for quite a while but they can maintain the current one.
BUY
Payout ratio is a little scary but they've held their dividend before and he thinks they will do it again.
Showing 301 to 315 of 627 entries