Transalta Corp (TA.TO) Buy, Sell or Hold

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Transalta Corp (TA.TO)

19.15

-0.44 (2.25%)

as of Jul 15, 2026, 8:00:00 pm Market Open.

238 watching

Investor Insights

Jul 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

Mixed

Valuation

Fair Value

Similar

Brookfield, BEP

BUY

TA vs. RNW vs. AQN AQN's growth rate is 13%, trading around $17, a discount to the group. At these levels, when not many people are owning it and not expecting much, AQN pays a nice dividend. RNW had turbine problems and pulled back. TA is at a discount to the sum of its parts, as it owns RNW but doesn't get full value in the share price. TA is the better buy for upside.

HOLD

A regulated utility. Need to think about interest rates sensitivity. Need to buy it at the right time. If rates go up, be underweight until interest rates peak out, near 2% to jump into utilities. Wouldn't sell but would not buy more.

BUY

Transalta vs. Transalta Renewables Transalta, becuse it's cheaper, and it owns 40% of TR anyway. They just announced a plan to transition away from coal and gas into wind and power. It trades at 8x EBITDA, whereas TR is 13x.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It has shown a strong quarter reporting 7 cents per EPS vs the expected 5 cents. EBITDA has increased 39% with free cash flow increasing 55%. Shares trade at 8x EV to EBITDA, which is in the middle of their historic range. The momentum is encouraging. Unlock Premium - Try 5i Free

HOLD

For a TFSA or RRSP? A decent income stock. She owns some utilities. They're transitioning out of coal. Continue to hold it. She holds growth stocks in an RRSP for the sheltering. A cash account is the best place to hold an income stock so you can take advantage of the dividend tax credit.

BUY

Can charge more for assets because of the SCC decision, so they'll be more highly regarded. It's fine.

PAST TOP PICK

(A Top Pick Jan 28/20, Up 22%) Gives him exposure to renewable infrastructure. TA has rebounded since the pandemic. TA is viewed as Alberta power, but it also co-owns subsidiary Transalta Renewables (wind and solar power generation). You get the rest of TA for free, really, if you strip out T-Renewables. The price of electricity has really come back recently which has boosted shares. This is undervalued and he still likes it.

COMMENT

Owns Transalta renewables. The utility sector as a whole suffers from being not too cheap, fairly leveraged and so he would prefer to get companies that have better cashflow.

BUY

Just had a strong Q2 and reinforced their guidance. There's an extra $3 of value here. Brookfield just made an investment. Has a great balance sheet. Renewables are a hot area, too. With their cash, they can buy back lots of shares. Trading at a 15% free cash yield vs. 9% from its peers.

TOP PICK

Has a $12 price target. Brookfield owns a portion and will buy more. Its ESG score has risen. It's a turnaround story and underowned. Good for renewable exposure. (Analysts’ price target is $10.97)

BUY

It does not pay much of a yield, so it generally is ignored. They are modeling 6% growth in cash flow per share. The balance sheet is in good shape. They are buying back shares. Not his favorite name, but has upside to $11.

HOLD

It has had a good bounce this year. Brookfield has been brought in (now holding 5% of the stock) and holds a couple of board seats. The true value is $11-$12, he thinks. He likes the hydro generation assets on the renewable trend. Yield 2.5%

SELL

He prefers ALA-T to this one at these levels. Nothing is going to move this one materially higher in the next while.

PAST TOP PICK

(A Top Pick Oct 03/18, Up 11%) Doing what it is supposed to do. Dull and boring. He likes their hydro assets and Brookfield has bought into a convertible bond, equivalent to about 5% of the stock outstanding and may add another 5% in the future. Management wants to buy back stock. It should be a $9-$10 stock.

WEAK BUY

It's been smashed in the past five years, dropping from the mid-teens to around $5-6, and cut their dividend. They made some bad calls when Alberta de-regulated and they let their transmission lines go. But they have turned around. The dividend could rise in coming years and it could move to $12. He prefers Capital Power.

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Transalta Corp (TA.TO)