TSE:TA

Transalta Corp (TA.TO)

19.59
+0.12 (0.62%)
as of Jun 25, 2026, 8:00:00 pm Market Open.
239 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.

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Consensus
Cautious
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Valuation
Fair Value
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Fortis,FTS
BUY
A high yield stock. Yield will continue to be important.
HOLD
Won’t rocket up. Will stay pretty steady without much growth. A good stock to hold.
DON'T BUY
Missed on earnings in the third quarter. As a utility, they are regulated. A mild winter will result in lower power usage. Sees limited upside.
DON'T BUY
Interest sensitive. Had a downgrade on their rating for their debt. Made a couple of large acquisitions, but paid full price for it. Would also be concerned with Ontario's government transition regarding Hydro.
DON'T BUY
Prefers TransCanada Pipeline and Embridge. Feels the dividend is safe. Questions their balance sheet.
HOLD
Third quarter wasn't all that good. Fully valued. Attractive yield at 5.3%. Should be sustainable. Looking at 12½/13 X earnings. Expect higher interest rates in 2004, which works against this stock.
BUY
Charts show it is not a very exciting stock, so you probably won't get hurt in it. It looks like market conditions favour this stock.
DON'T BUY
Has had a nice bounce and is close to its fair market value of $20.
BUY
Don't buy the warrants as they only move on volatility. Stuck in a price range of $15/$19. A pretty conservative utility. Buy for the 5% dividend.
BUY
Nice yield. Very capable management and the outlook continues to be strong.
BUY ON WEAKNESS
Can’t see any big upside and would prefer at about $1 less.
DON'T BUY
Trading at exactly their model price of $18.Fully valued.
WATCH
Starting to refocus more on their core business. Management is starting to do better.
BUY
5% dividend seems to be safe.
DON'T BUY
Just sold a plant to fix their balance sheet. It will cost them about $0.05 in earnings. Prefers the income trust.
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