TSE:TA

Transalta Corp (TA.TO)

17.69
-0.31 (1.72%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
237 watching
0
Investor Insights
star iconJun 5, 2026, 12:00 am

This summary was created by AI, based on 11 opinions in the last 12 months.

Transalta Corp (TA-T) has garnered mixed opinions from analysts regarding its investment potential. While some experts view the company's strategic asset acquisitions positively, recognizing potential growth driven by the increasing demand for energy, particularly from data centers in Alberta, others express concerns about the stock's current valuation amid changing market dynamics favoring growth stocks. The company's dividend yield is deemed low, raising questions for income-focused investors, and its history of dividend cuts has left some hesitant. Yet, there is optimism regarding its reasonable PE ratio and expected EPS growth of 50-60% over the next couple of years, suggesting potential upside. Nonetheless, competitive pressures from AI-driven innovations and market preferences remain critical considerations for the future performance of Transalta Corp.

consensus icon
Consensus
Cautious
valuation icon
Valuation
Fair Value
review icon
Similar
Fortis,FTS
TOP PICK
4.3% dividend yield. Valuation has been beaten up. Levered to Alberta with strong margins. Continued demand.
BUY
Hedge fund investors wanted to acquire at $39 so stock went up. That is now off the table so it has pulled back. Always paid $1 whether earnings went up or not. Earnings are finally up this year over last and going up in the next couple of years and dividends are forecast to increase.
TOP PICK
Could see this easy trading in the mid-$30 range. One of the few pure play power generation companies out there. You have dividend support and a lot of upside.
COMMENT
Getting back to reasonable value but not dirt-cheap for a utility. At a level that you don't have to worry about it quite so much anymore. 4.5% yield.
HOLD
Dividend is likely safe. Have a high debt load but have been paying out a fairly high percentage of their earnings as dividends for some time. In an area where the population growth is going to be above the national average.
DON'T BUY
The perennial question is how safe is the dividend. There have been on-going debt concerns and an aborted deal they tried to do a while ago. He is concerned about the sustainability of the dividend.
COMMENT
Has grown its way into its high dividend. And now it's able to do some of the things it needs to address its carbon imprint. 3.6% yield.
HOLD
There is an offer on the table to negotiate from 2 of their major shareholders. The talk is around $39. On its own, the stock is not cheap at 15X earnings.
COMMENT
Going through a possible takeover, which he thinks will happen. Cash flow is going to be there. Solid revenue generators.
HOLD
If you own, he would hold for the time being until there is a better sense of the take-out potential. If you don’t see anything further coming, then he would consider selling.
HOLD
Has been a bid for a takeover. If you own, you could take a bit of profit in case the deal falls apart but it looks like it is going to happen.
BUY
The street has loved to hate it. The company is well managed. They have a good yield. Not going to cut the dividend, they’ll probably grow it.
HOLD
This name is a hold here. Not overly optimistic about entry here. Power prices have been weak in Alberta, which is their dominant market.
COMMENT
Hitting an all-time record high. Trend has been very favourable and he thinks it should continue and should have a lot more potential.
TOP PICK
Stoploss is at the recent low. Wouldn't want to buy this today as much as if it broke out beyond $34. Buy at $35.
Showing 376 to 390 of 623 entries