TSE:TA

Transalta Corp (TA.TO)

16.26
-0.15 (0.91%)
as of Sep 3, 2026, 8:00:00 pm Market Open.
234 watching
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Investor Insights
star iconSep 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.

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Consensus
Cautious
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Valuation
Undervalued
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Hard to see where the catalyst for any upside is going to be. Utility business is a slow growing business. Also they are in the un-regulated side of the business and are buying very expensive gas to convert into electricity which they are selling and they are just not reaching the price. Have a fair amount of capital expenditure they need to do.
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.
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