TAC TransAlta Corporation

NEUTRAL Impact: 4/10 PRESS-RELEASE
Horizon days Filed Mar 2, 2026 Processed 3mo ago Wire GlobeNewswire
Press release: dividend
Final — all horizons settled through T+60d
TAC ▲ +4.14% at T+60d
NEUTRAL call ✓ call won +4.14% · α vs SPY -6.17% · entry $13.27 → $13.82
Currently $13.39 · +0.90% from $13.27 entry
Entry anchored
Mar 2, 03:59 PM ET
via Databento tick
T+1d
-0.15%
call -0.15% · α -0.91%
$13.25
settled 3mo ago
T+5d
-4.07%
call -4.07% · α -3.59%
$12.73
settled 3mo ago
T+20d
-1.28%
call -1.28% · α +3.12%
$13.10
settled 3mo ago
T+60d
+4.14%
call +4.14% · α -6.17%
$13.82
settled 17d ago

Price Chart

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Executive Summary

TransAlta announced it will not redeem its Series A and Series B preferred shares on March 31, 2026, allowing holders to elect conversion between the two series. Holders can choose to retain fixed-rate (Series A, 4.782% annualized) or floating-rate (Series B, 4.221% annualized) dividends, with conversion rights subject to minimum outstanding share thresholds. The decision preserves capital and maintains flexibility in capital structure management.

Actionable Insight

Preferred shareholders face a yield trade-off: lock in higher fixed rate (4.78%) or accept lower initial floating rate (4.22%) with potential for future increases. Traders should monitor conversion elections, which may signal market expectations for interest rate movements. Low conversion activity may indicate confidence in TransAlta's credit stability.

Key Facts

  • TransAlta will not redeem Series A or Series B preferred shares on March 31, 2026
  • Holders may elect to convert Series A to Series B or vice versa, subject to minimum 1,000,000-share thresholds
  • 9,629,913 Series A shares and 2,370,087 Series B shares are currently outstanding
  • Fixed dividend on Series A: 4.782% annualized (1.19550% quarterly) for five years starting March 31, 2026
  • Floating dividend on Series B: 4.221% annualized (1.05236% quarterly) for Q2 2026, reset quarterly
  • Conversion election deadline: March 16, 2026, at 3:00 p.m. MST / 5:00 p.m. EST

Financial Impact

No immediate cash outflow; avoids potential $230M+ redemption obligation (based on 9.6M Series A shares at $25 par)

debtpreferred_equitydividend_obligation

Risk Factors

  • If conversions lead to sub-1M shares in either series, automatic conversion could force unwanted share restructuring
  • Floating rate exposure on Series B may become less attractive if interest rates decline

Market Snapshot

Exchange
OTC

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

DocumentAccession Number
PRESS-RELEASE Data (Synthetic)press-3247920
5 reports for TAC
Performance horizon
Filters
Rows
Reports for TAC — sortable, filterable
Type Now
Jun 3, 2026
9d ago
Press Release
MIXED ★ 6/10
$12.96 $12.68▼ −2.16%▲ +0.41%$13.39 (+3.32%)
Apr 30, 2026
6w ago
Press Release
NEUTRAL ★ 2/10
$12.48 $12.62▲ +1.12%▲ +1.46%$13.39 (+7.29%)
Apr 29, 2026
6w ago
Press Release
NEUTRAL ★ 2/10
$12.48 $12.48· 0.00%▼ −0.22%$13.39 (+7.29%)
Apr 7, 2026
9w ago
Press Release
NEUTRAL ★ 3/10
$13.83 $13.83· 0.00%▼ −0.57%$13.39 (−3.18%)
Mar 2, 2026
14w ago
Press Release
NEUTRAL ★ 4/10
$13.27 $13.25▼ −0.15%▼ −0.91%$13.39 (+0.90%)
Showing 5 of 5

US Market Status

Market Closed — Opens Mon (49h 36m)

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