TSE:TA

Transalta Corp (TA.TO)

19.15
-0.44 (2.25%)
as of Jul 15, 2026, 8:00:00 pm Market Open.
238 watching
0
Investor Insights
star iconJul 15, 2026, 12:00 am

This summary was created by AI, based on 14 opinions in the last 12 months.

Transalta Corp (TA-T) is currently under scrutiny by various analysts, with a mix of optimism and caution surrounding its recent acquisitions in Colorado and ongoing operations. Many experts highlight the company's growth potential, especially in relation to data center power demands and infrastructural needs, which may boost electricity usage. However, concerns about the low dividend yield of around 1.6% compared to industry averages have been raised, along with the potential impact of rising interest rates on utility stocks. While some see the recent acquisition as a strategic move at below replacement costs, others caution against market sentiment that currently favors AI-related equities, leading to subdued performance for defensive names like Transalta. Overall, the company appears well-managed, with a potential for growth, but investors are advised to monitor the situation closely before making significant investments.

consensus icon
Consensus
Mixed
valuation icon
Valuation
Fair Value
review icon
Similar
Brookfield, BEP
BUY
Earns about $1 and is paying out $1 which is considered very high and risky. They have a big plant in Washington State where they are getting better prices and those contracts roll in 2005. In 2006/2007 can see an incremental $0.40 in earnings. Good dividend.
BUY
In turnaround mode. Continuing to sell assets and improve their balance sheet. Feels they will be able to maintain their dividend which has quite a high yield.
PAST TOP PICK
(A Past Top pick Sept 28/04. Up 7%.) Utility stocks seems to be the safest area to preserve capital and still make a decent profit. May be a counter balance to the strong resource stocks. Feels the dividend is safe.
HOLD
A good blue chip for the dividend people.
DON'T BUY
A challenged company right now. Has a lot of capital expenditures slated. Buying gas at elevated prices so their margin has declined. Hard to see how they can support the dividend.
DON'T BUY
Concerned that there is not a lot of growth potential. Balance sheet is quite stretched. Dividend could be vulnerable. Would prefer Trans Canada and Enbridge.
WEAK BUY
Chart looks like it has had a bit of a bottom. Probably supported by yield. Feels that interest rates will stay low for several months to come, so this is OK.
BUY
Has been very negative on this stock in the past based on his concerns with the dividend. Now feels the dividend is safe. Will possibly buy for their high income portfolios.
HOLD
Feels the dividend is sustainable. Energy business is growing, so they might be able to muddle through.
DON'T BUY
Has been falling because the market is not enamoured by moves made by the management team and is very concerned abut the dividend. PAying out more in dividends that what is being earned in net earnings. Prefers others.
DON'T BUY
Doesn't earn its dividend, so not sure how safe the dividend is. If power prices go up, they could get bailed out.
BUY
Excellant prospects.
DON'T BUY
Not a fan of management. Dividend may have to be cut.
TOP PICK
6% yield. Not currently earning the dividend, but it will in future. Has tons of csah flow. Presently going through a heavy maintenance period which is using up a lot of money, but short term pain = long term gain.
DON'T BUY
Would be concerned about their ability to maintain the dividend as they haven't been earning it. Trades at a fairly significant premium to book value.
Showing 451 to 465 of 626 entries