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
0
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.

consensus icon
Consensus
Cautious
valuation icon
Valuation
Fair Value
review icon
Similar
Fortis,FTS
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%.
Showing 466 to 480 of 626 entries