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
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Valuation
Fair Value
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BUY
Stock has been a disappointing performer. 5½% return. Think they have their problems behind them and should have decent growth.
TOP PICK
5.67% yield. Feel they've turned the corner operationally. Likes the risk/reward. A little out of favor at this time, so a good time to buy.
DON'T BUY
One of the best utility stocks however, the utility sector is very sensitive to interest rate movements. Expects interest rates to move up and the stock would be vulnerable.
WEAK BUY
Has reconfigured their businesses over the years. Has generous dividend yeild.
DON'T BUY
Doesn't have much growth. Decent dividends, but you get an 8% yield from Power Income Trust with about the same growth.
BUY
Primarily a yield play. Have had operational difficulties over the last two years. Have some regulatory issues with the Alberta government from time to time. Not a bad place to be.
HOLD
Yielding over 5% dividend which should be safe. If you're uneasy, go into prefer reds.
HOLD
Earnings haven't been as strong as it might have been. Restructuring. Expect their real growth will come in about a year or so. 5½% yield.
BUY
5.4% dividend yield. Feels it is an attractive play and you are getting paid while you wait.
BUY
Has modest expectations for this stock, which is normal as it is a utility. A solid company. A good entry point.
HOLD
Not a fan of management. Wouldn't buy at this price.
DON'T BUY
Partially regulated, which gives it opportunities for upside. Their biggest handicapped is the high price of gas and the moderate power prices. This squeezes their margins. Fully valued.
DON'T BUY
Has a yield of over 6%. Not comfortable. They have a habit of missing periodically.
DON'T BUY
Nice yield on the stock. Fair market value is thin. Dividend is so expensive, and downside is so modest that it’s not worth your while.
BUY
A pretty good long-term dividend play. Expects to see steady growth out of their Centralia power plant.
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