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

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Transalta Corp (TA.TO)

19.59

+0.12 (0.62%)

as of Jun 25, 2026, 8:00:00 pm Market Open.

238 watching

Investor Insights

Jun 25, 2026, 12:00 am

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

Transalta Corp (TA-T) has recently been navigating the complexities of the utility market, reflecting mixed sentiments from experts. Some see opportunities in its strategic acquisitions and growth prospects, particularly in the context of rising power demand due to data centers, especially in Alberta. However, concerns arise regarding its low dividend yield of approximately 1.6%, and its stock price trading below the issue price after recent financing efforts. Experts note the utility's underperformance can be attributed to broader market trends favoring high-growth AI stocks at the expense of traditional utilities. While there are points for optimism, particularly with expected earnings growth and beneficial market conditions, many advise caution and recommend monitoring pending developments before making any investment decisions.

Consensus

Cautious

Valuation

Fair Value

Similar

Fortis,FTS

COMMENT

Wrote off a coal operation in the US west, which will increase their earnings. Relatively high yield.

DON'T BUY

Has never liked TransCanada (TRP-T) Enbridge (ENB-T) or Transalta (TA-T). Finding more value elsewhere. His model price is $23.51, a positive 2.6% differential. He is finding better value elsewhere.

BUY

Very juicy yield at 4.3% which is paying you to wait. Have the prospect of re-pricing electricity they generate in Washington state which could add $0.40 to earnings.

DON'T BUY

He doesn't really like this stock.

DON'T BUY

Always thought the stock was a little more expensive than where he would be comfortable entering. Have some interesting assets but have never gotten the returns that they should get.

HOLD

A well-run company with a good dividend. Great balance sheet.

DON'T BUY

Trading rate at his “fair market value”. Doesn't see that it has any place to go on the upside.

DON'T BUY

Benefited from the “spark spread”, cost differential between electricity and cost of production. Their use of natural gas in making electricity has been in their favour, as gas got very cheap. However, today, natural gas storage indicator showed a draw down. That will be negative for the “spark spread” this quarter. Prefers others for yield.

DON'T BUY

The knock against them has been that it isn't really a conventional utility i.e. being regulated. They are just selling power into the grid and hoping they will get a favourable price for it. Gas prices will probably go up and electricity prices will not keep pace with it so their earnings will continue to suffer.

SELL

This is a funny beast. It's in the power business, have had continual problems with one misstep after another.

DON'T BUY

Yields about 4%. Not a lot of growth. Outlook of about 5% total.

HOLD

This is a company that has reinvented itself over the last number of years. Current businesses are a bit more volatile than what they were so there could be an argument on whether the dividend was sustainable. A well situated company that is thriving in the economy.

DON'T BUY

Ultimately, they should be doing a little bit better with the low gas prices. Historically, they have been buying gas, burning it and turning it into electricity. Have been paying out a fair proportion of their cash in the form of dividends which doesn't make sense in a company that should be looking at growth.

DON'T BUY

They were not earning their dividends. Everybody thought this company would have to cut its dividends, but they didn't. They have had some maintenance problems at their plants and the margin between buying gas and converting to electricity was negative. Not an attractive buy at this price as it is very expensive. There are better buys in this sector.

DON'T BUY

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Transalta Corp (TA.TO)