Market Cap
$3.8B
TAC
TRANSALTA CORP
$12.39 ▲ +1.39%
Prev close $12.22Market cap$3.8B
12-mo target$12.98 (+4.7%)
25 New Institutional Positions16 Institutional Exits Traditional Energy
Snapshot
The big-picture read on TAC right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Inst. Holders
50 funds
Inst. Value
$3.1B
Inst. Activity
25 buys / 16 sells
Social Sentiment
67° Warm
SEC Reports
7
Press Releases
4
Price chart 30d +4.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 28, 2026 short_volume
Sep 14, 2026 SEC Short Volume: TAC — 68.8% short (0.4M / 0.5M)
Short: 359,292 | Exempt: 0 | TRF Vol: 522,081 | Short Ratio: 68.8% | Off-exchange volume (dark pool
TransAlta's subsidiary received a U.S. Department of Energy order mandating that Centralia Unit 2 remain available for o
6-K — Impact 4/10
TransAlta reported Q2 2026 Adjusted EBITDA of $291M, down 17% YoY, and FCF of $143M, down 19% YoY, reflecting lower Albe
6-K — Impact 6/10
TransAlta reported Q2 2026 adjusted EPS of $0.18, beating consensus of $0.16 by 13.9%, while revenue grew 12.5% YoY to $
PRESS-RELEASE — Impact 5/10
Jun 30, 2026 Inst.
TORONTO DOMINION BANK — DOUBLED
11,710,560 shares ($161.8M)
Jun 30, 2026 Inst.
Jun 3, 2026 Press MORGAN STANLEY — DOUBLED
11,392,068 shares ($157.6M)
TransAlta announced a $1.0B acquisition of two natural gas peaking facilities (318 MW total) in Colorado from Blackstone
Impact 6/10
TransAlta Corporation declared its regular quarterly dividend on preferred shares. The announcement is routine and does
Impact 2/10
Analyst ratings buy % +12.8%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Mar 24, 2026 | RBC Capital | REITERATE | Outperform | 55% |
| Oct 14, 2025 | Jefferies | MAINTAIN | Buy | 53% |
| Aug 5, 2025 | TD Securities | MAINTAIN | Buy | 55% |
| Jul 18, 2025 | Scotiabank | UPGRADE | Sector Outperform | 56% |
| May 8, 2025 | RBC Capital | MAINTAIN | Outperform | 55% |
| Feb 18, 2025 | CIBC | UPGRADE | Outperformer | 66% |
| Dec 16, 2022 | RBC Capital | MAINTAIN | Outperform | 55% |
| Feb 10, 2020 | RBC Capital | UPGRADE | Outperform | 55% |
| Jan 16, 2020 | Credit Suisse | UPGRADE | Outperform | — |
| Jan 23, 2019 | National Bank Financial Inc | UPGRADE | Outperform | — |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 11 | 2 | 0 | 0 | 88% | |
| Aug 1, 2026 | 4 | 11 | 2 | 1 | 0 | 83% | |
| Jul 1, 2026 | 4 | 11 | 2 | 1 | 0 | 83% | |
| Jun 1, 2026 | 4 | 11 | 2 | 1 | 0 | 83% | |
| May 1, 2026 | 4 | 11 | 2 | 1 | 0 | 83% | |
| Apr 1, 2026 | 4 | 11 | 2 | 1 | 0 | 83% | |
| Mar 1, 2026 | 4 | 10 | 3 | 1 | 0 | 78% | |
| Feb 1, 2026 | 4 | 10 | 3 | 1 | 0 | 78% |
Price targets
Where 2 covering analysts think TAC trades over the next 12 months.
$12.98 +4.7% upside Hold
Current$12.39 Low$9.82 Median$12.98 High$16.13 2 analysts
$9.82$16.13
Analyst rating Buy· 1.8/5 as of Oct 2, 2026
Social media sentiment
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
67°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
7 SEC filing reports analyzed · 0 bullish, 1 bearish, 2 mixed, 4 neutral · avg impact 3.9/10.Plus 4 press releases.
NEUTRAL6-K4/10
TransAlta's subsidiary received a U.S. Department of Energy order mandating that Centralia Unit 2 re
Sep 14, 2026
BEARISH6-K6/10
TransAlta reported Q2 2026 Adjusted EBITDA of $291M, down 17% YoY, and FCF of $143M, down 19% YoY, r
Jul 31, 2026
MIXEDPRESS-RELEASE5/10
TransAlta reported Q2 2026 adjusted EPS of $0.18, beating consensus of $0.16 by 13.9%, while revenue
Jul 31, 2026
NEUTRAL6-K2/10
TransAlta Corporation filed a 6-K announcing the release date for its second quarter 2026 results on
Jul 3, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 28, 2026
short_volume
Short Volume: TAC — 68.8% short (0.4M / 0.5M)
Short: 359,292 | Exempt: 0 | TRF Vol: 522,081 | Short Ratio: 68.8% | Off-exchange volume (dark pool + OTC)
Sep 14, 2026
other
Department of Energy Mandates Centralia Unit 2 Remain Available for Operation for Additional 90 Days
CALGARY, Alberta, Sept. 14, 2026 (GLOBE NEWSWIRE) -- TransAlta Corporation (TransAlta or the Company) (TSX: TA) (NYSE: TAC) confirms that its subsidia
Sep 3, 2026
ftd
FTD: TAC — 209,889 shares ($2.5M) failed to deliver
Settlement: 20260903, Price: $11.84, FTD Value: $2,485,085.76, TRANSALTA CORP CANADA (F)
Aug 31, 2026
short_interest_report
Short Interest: TAC up 32% to 11.6M shares
Settlement 2026-08-31 | Days to cover: 8.00 | ≈3.67% of shares outstanding (est.)
Aug 28, 2026
ftd
FTD: TAC — 133,607 shares ($1.7M) failed to deliver
Settlement: 20260828, Price: $12.50, FTD Value: $1,670,087.5, TRANSALTA CORP CANADA (F)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.09 | $0.09–$0.09 | 550.0% | +0.0% | 0↑ 1↓ | $0.0B | 1 |
| Next Q | $0.07 | $0.07–$0.07 | 216.7% | +0.0% | 1↑ 0↓ | $0.0B | 1 |
| Current FY | $0.34 | $0.21–$0.45 | 76.3% | +0.0% | 1↑ 2↓ | $2.1B | 4 |
| Next FY | $0.59 | $0.37–$0.67 | 76.6% | +0.0% | 2↑ 1↓ | $2.3B | 6 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.090 | — |
| 7d ago | $0.090 | — |
| 30d ago | $0.090 | — |
| 60d ago | $0.040 | +0.050 |
| 90d ago | $0.058 | +0.032 |
Institutional ownership
Which big funds own TAC (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $3.1B total value (219,627,110 shares) as of 2026-Q2. Top holders: ROYAL, BROOKFIELD, BANK. Net buying activity: 25 institutions added/increased vs 16 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| ROYAL BANK OF CANADA | 28,204,092 | $390.1M | 12.7% | — |
| BROOKFIELD Corp /ON/ | 26,960,857 | $372.9M | 12.1% | — |
| BANK OF MONTREAL /CAN/ | 21,875,088 | $302.3M | 9.8% | ADD +33.2% |
| Rubric Capital Management LP | 20,232,011 | $279.8M | 9.1% | — |
| TORONTO DOMINION BANK | 11,710,560 | $161.8M | 5.3% | DOUBLED +155.6% |
| MORGAN STANLEY | 11,392,068 | $157.6M | 5.1% | DOUBLED +117.2% |
| GOLDMAN SACHS GROUP INC | 10,620,447 | $146.9M | 4.8% | ADD +41.1% |
| MILLENNIUM MANAGEMENT LLC | 10,427,393 | $144.1M | 4.7% | ADD +25.4% |
| BANK OF AMERICA CORP /DE/ | 8,925,097 | $123.4M | 4.0% | TRIM -27.8% |
| VANGUARD CAPITAL MANAGEMENT LLC | 7,798,076 | $107.9M | 3.5% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| TORONTO DOMINION BANK | DOUBLED | 4,580,887 | 11,710,560 | +155.6% | $161.8M |
| MORGAN STANLEY | DOUBLED | 5,244,199 | 11,392,068 | +117.2% | $157.6M |
| GOLDMAN SACHS GROUP INC | ADD | 7,526,563 | 10,620,447 | +41.1% | $146.9M |
| MILLENNIUM MANAGEMENT LLC | ADD | 8,318,000 | 10,427,393 | +25.4% | $144.1M |
| NORGES BANK | NEW | — | 3,581,371 | — | $49.5M |
| CITADEL ADVISORS LLC | ADD | 1,632,890 | 3,188,021 | +95.2% | $44.1M |
| FMR LLC | NEAR_EXIT | 13,600,626 | 2,121,932 | -84.4% | $29.4M |
| BANK OF NOVA SCOTIA | ADD | 1,338,554 | 2,049,412 | +53.1% | $28.3M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 415,048 | 1,692,630 | +307.8% | $23.4M |
| NATIONAL BANK OF CANADA /FI/ | TRIM | 2,088,238 | 1,530,553 | -26.7% | $21.0M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for TAC.
Shares short
13,673,000
Settlement Sep 15, 2026
Change vs prior
+17.8%
Semi-monthly cycle
Days to cover
5.2
At avg daily volume
Of shares outstanding
≈4.3%
Estimate — not % of float
All TAC filing & press-release reports (11)
- 6-K reportSep 14, 2026
- 6-K reportJul 31, 2026
- PRESS-RELEASE reportJul 31, 2026
- 6-K reportJul 3, 2026
- INST-CLUSTER reportJun 20, 2026
- 6-K reportJun 15, 2026
- PRESS-RELEASE reportJun 3, 2026
- PRESS-RELEASE reportApr 30, 2026
- PRESS-RELEASE reportApr 29, 2026
- PRESS-RELEASE reportApr 7, 2026
- PRESS-RELEASE reportMar 2, 2026