TSE:TA

Transalta Corp (TA.TO)

19.15
-0.44 (2.25%)
as of Jul 15, 2026, 8:00:00 pm Market Open.
238 watching
0
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
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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