TSE:TA

Transalta Corp (TA.TO)

19.15
-0.44 (2.25%)
as of Jul 15, 2026, 8:00:00 pm Market Open.
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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
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Brookfield, BEP
WEAK BUY
As the energy industry includes, this company should improve. Risky.
TOP PICK
Yields about 6.6%. Believes this dividend is sustainable. They are hedged on the coal side. Feels they will win some contracts from the Ontario government.
HOLD
Yield is over 6%. Dividend is pretty safe. Positive feelings so hold it.
DON'T BUY
Stock is expensive. It is still elevated. The company's margin is terrible.
DON'T BUY
Not sure that they are able to support the dividend. Have some solid assets but they have to be run a bit better.
DON'T BUY
A lot of the earnings outlook has been mitigated. Investors have been looking for the company to earn $.65. On multiple basis, it's in the middle of the pack. Book value is in the neighborhood of $13. Has a high dividend which is suspect.
BUY
Big capital expansion costs are now on the way. 6 1/4% dividend which is probably safe.
DON'T BUY
Dividend of almost 6 1/2% tells you that this may not hold. Have had some earnings difficulties and the balance sheet is quite levered.
DON'T BUY
The Company is not earning the dividend and the market is concerned that the dividend will be cut so the price is dropping. As being hit with a series of maintenance problems and unplanned outages and disappointment in power generation.
HOLD
Wouldn't worry about the dividend being cut. They run the business pretty well and have got the big capital expenditure out of the way. Generating free cash flow. Will never be a growth stock.
DON'T BUY
6% yield. This year, the earnings will be lower than the dividend. Not without risk.
BUY
Have yet to prove that they can maintain costs through an operating and maintenance basis. Has a sector outperform recommendation with a target of $21 with a high risk caveat. Presume that the dividend will not be cut.
DON'T BUY
A no growth story. You are only buying a dividend. Would prefer others instead such as BCE or Enbridge.
DON'T BUY
Investors have been chasing yields so much that any company with a decent dividend has been driven up to historical high P/E's. This doesn't offer the prospect for a great rate of return. Would prefer Atco at 11 X earnings.
DON'T BUY
On the fundamental side, has no idea why the stock is having such a struggle. Chart indicates a steady downtrend. At this price, the yield is just over 6%.
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