TSE:TA

Transalta Corp (TA.TO)

19.59
+0.12 (0.62%)
as of Jun 25, 2026, 8:00:00 pm Market Open.
238 watching
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Investor Insights
star iconJun 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.

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Consensus
Cautious
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Valuation
Fair Value
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Similar
Fortis,FTS
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.
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