TSE:TA

Transalta Corp (TA.TO)

17.69
-0.31 (1.72%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
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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.

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Consensus
Cautious
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Valuation
Fair Value
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Fortis,FTS
HOLD
They have to expand beyond their Alberta base so this is why they signed the multi-year deal with the California outfit. It's not going to pay off initially. Their trouble in the past has been their dividend relative to their income. Finds the valuation a little bit high right now.
BUY
In an improved situation and it's part of the pricing inflation.
SELL
Doesn't like this company. Essentially trading off its dividend. The basic bottom line is it's selling power into the unregulated market. Would be very lucrative if gas prices were cheap.
DON'T BUY
Utilities, pipelines, etc. have done fabulously well and benefited from growth in the Price/Earnings ratio which has grown from a typical 12 to 18. Very little room for expansion in the P/E ratio. You'll have single digit growth and a reasonable dividend yield. Would consider paring back and moving into better areas.
PAST TOP PICK
(A Top Pick Jun 6/05. Up 13.5%.) Also had a nice dividend. Dividend is rock solid. Would still buy the stock at these prices.
DON'T BUY
His model price is $18.36. Has always seemed expensive.
SELL
It's hard to see a high dividend payout strategy, which is what this company is following, with its pure play Genco strategy. Not any real catalyst for upside.
SELL
They don't make enough money to pay their dividend, but haven't cut it yet. A very expensive stock. Given the uncertainty about the dividend and that the yield has come down, he would be a seller.
HOLD
Has been doing great. Everybody expected its dividend to drop any day, but the reality is that it won't be dropped. Great cash flows. Shouldn't do you too much harm. 5% dividend.
TOP PICK
The utility stock that all the analysts hate and yet it continues to go up. Has an attractive yield. Had some business problems last year and the year before, but those are in the past now and things are getting better for them. Sees next year's earnings and the year after starting to accelerate.
HOLD
If you draw a trend line across the lows and another one across the top, this stock is near the top of its trading range. If you're in the stock, the trend is upwards, but if you are thinking of buying wait until it drops down towards the lower part of the trend lind.
DON'T BUY
Quite a diversity of opinion on this stock. The bulls say the dividend is safe at $1 and the bears say it's not. Would not buy because of the diverse views.
TOP PICK
Analysts hate this stock but they are wrong. It is subject to whatever power rates and fluctuations are. Went through a tough period starting in 2001, but things are starting to get better in the power generation business. Problems in plants have been fixed and now they are spending money on maintenanace. The 5% dividend is rock solid.
BUY
Has a very high yield at 5.25%. Likes it for the income. Any capital gain is a bonus. Has been penalized in the last few years because of some problems in some plants they had. Recently have been spending their money on improving their plants to increase profitability and once that's over, expect increased profits and dividends.
DON'T BUY
A power generating company. Has a lot of coal fires plants in western Canada. Bought this when it had a pull back, but not adding to their position at this price, even taking some profit. A great dividend paying stock. Dividend is "reasonably" secure. A little expensive right now. Facing some higher coal costs now.
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