Transalta Corp (TA.TO) Buy, Sell or Hold

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Transalta Corp (TA.TO)

16.26

-0.15 (0.91%)

as of Sep 3, 2026, 8:00:00 pm Market Open.

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Investor Insights

Sep 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

Cautious

Valuation

Undervalued

Similar

CPX

TOP PICK

6.4% bond maturing November 18/19. New issue. Likes the 7 to 13 part of the year curve.

DON'T BUY

Issue right now is state of coal generation electricity plants. You can get an income but probably the stock will not move up.

DON'T BUY

Has been a bit of a disappointment. Would rather own TransCanada (TRP-T) or Enbridge (ENB-T) for utility exposure. Expect they will have down earnings year-over-year. 5.5% dividend.

WAIT

Prefers TRP. Has bulk of cash flow from coal-powered facilities. Wait until after Friday to make a decision.

WEAK BUY

Not a huge amount of growth and is why they bid for the alternative energy play Canadian Hydro Developers (KHD-T). Okay for the 5.3% dividend but she doesn't see a lot of earnings growth.

DON'T BUY

Hurt by decline in power pricing. Would not short of buy, but dividend is safe.

SELL

Have been making a huge attempt to generate carbon offsets. Coal fired plants are a no-no in this things. Have age-old assets. Is skeptical of the company.

COMMENT

Hassled for a number of months from a private equity firm to re-leverage the balance sheet. That is now over so they can now effectively grow their business. Trying to acquire Canadian Hydro Developers (KHD-T). Great balance sheet. Long-term assets with good management. (He owns bonds, not stocks.)

TOP PICK

His macro view is that we are in a deflationary environment. Utility sector is starting to move up in his rankings. Risk/reward is exceptional from here. Looking for $30 over 5 years. 5.5% yield.

COMMENT

Made a hostile bid for the wind farm operator, Canadian Hydro Developers (KHD-T). Probably a good strategic fit for them but the stock will be under pressure. Expect a big debt issue or a fairly dilutive equity issue to pay for it.

COMMENT

Made a hostile bid for the wind farm operator, Canadian Hydro Developers (KHD-T). Being basically 100% coal generated, this would be excellent diversification for them.

COMMENT

Electrical utility, primarily in the West. Not a lot of earnings growth. Power prices in the West have been coming down so earnings are also being brought down. 5.5% yield. Defensive name.

COMMENT

Utility. Has held up well with its yield. If you are yield oriented, this is fine. If you are looking for quick capital gains, this is not it. Not his favourite, but okay.

HOLD

Was probably over-distributing on its dividend for most of this decade but it earned its way into it very successfully. A lot depends on what the carbon tax is going to be.

WAIT

Raised dividend as expected by market. Was under phenomenal pressure compared to piers. Dividend is safe and he lives the yield. Wait for earnings before buying.

Showing 361 to 375 of 627 entries

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Transalta Corp (TA.TO)