TAC

TRANSALTA CORP

OTC · Electric Services · CIK 0001144800

$13.39 +0.15% $4.0B

13 New Institutional Positions9 Institutional Exits

Vol

Market Cap$4.0B

Cap SizeMid Cap

Analyst ConsensusStrong Buy (83%)

Inst. Holders50 funds

Inst. Value$2.2B

Inst. Activity13 buys / 9 sells

Reddit Sentiment67° Warm

SEC Reports1

Press Releases4

Exchange OTC·Sector Electric Services·CIK 0001144800·Prev Close $13.37

Recent Activity

Apr 30, 2026 SEC

TransAlta held its Annual and Special Meeting of Shareholders on April 30, 2026, where all nine director nominees were e

PRESS-RELEASE — Impact 2/10

Inst.

BANK OF MONTREAL /CAN/ — ADD

17,714,553 shares ($233.0M)

Inst.

FMR LLC — TRIM

13,600,626 shares ($178.8M)

Jun 9, 2026 other

TransAlta Announces Closing of $350 Million Bought Deal Offering of Common Shares

CALGARY, Alberta, June 09, 2026 (GLOBE NEWSWIRE) -- TransAlta Corporati

Jun 3, 2026 Press

TransAlta announced a $1.0B acquisition of two natural gas peaking facilities (318 MW total) in Colorado from Blackstone

Impact 6/10

Apr 29, 2026 Press

TransAlta Corporation declared its regular quarterly dividend on preferred shares. The announcement is routine and does

Impact 2/10

Price Targets

$13.22 -1.3% upside Hold

Current $13.39 Low $10.00 Median $13.22 High $16.44 2 analysts

$10.00 $16.44

Analyst Ratings

Strong Buy83% buy · 18 analysts

4Strong Buy

11Buy

2Hold

1Sell

0Strong Sell

Recent Analyst Actions

Date	Firm	Action	Rating
Mar 24, 2026	RBC Capital	REITERATE	Outperform → Outperform

Earnings Estimates

Period	EPS Est.	Range	Growth	#
Current Q	$0.15 ▲ +2.7%	$0.10 — $0.25	-14% YoY	5
Next Q	$0.06 ▲ +155.6%	$0.00 — $0.10	388% YoY	4
Current FY	$0.29 ▲ +22.9%	$0.03 — $0.50	53% YoY	6
Next FY	$0.58 ▲ +14.2%	$0.38 — $0.72	99% YoY	6

Latest Reports

MIXED Press 6/10

TransAlta announced a $1.0B acquisition of two natural gas peaking facilities (318 MW total) in Colorado from Blackstone

Jun 3, 2026

NEUTRAL PRESS-RELEASE 2/10

TransAlta held its Annual and Special Meeting of Shareholders on April 30, 2026, where all nine director nominees were e

Apr 30, 2026

Top Institutional Holders

Fund	Value	Move
BROOKFIELD Corp /ON/	$354.3M	—
ROYAL BANK OF CANADA	$331.5M	—
BANK OF MONTREAL /CAN/	$233.0M	ADD
Rubric Capital Management LP	$232.9M	—
FMR LLC	$178.8M	TRIM

Reddit Sentiment

67°

Warm

Bearish Neutral Bullish

2 mentions 2 bullish 0 bearish

50 institutional holders with $2.2B total value (166,590,305 shares) as of 2026-Q1. Top holders: BROOKFIELD, ROYAL, BANK. Net buying activity: 13 institutions added/increased vs 9 reduced.

Top Institutional Holders — 2026-Q1

#	Fund	Shares	Value	% of Tracked	Last Move
1	BROOKFIELD Corp /ON/	26,954,624	$354.3M	16.2%	—
2	ROYAL BANK OF CANADA	25,307,692	$331.5M	15.2%	—
3	BANK OF MONTREAL /CAN/	17,714,553	$233.0M	10.7%	ADD +33.2%
4	Rubric Capital Management LP	17,781,325	$232.9M	10.7%	—
5	FMR LLC	13,600,626	$178.8M	8.2%	TRIM -42.6%
6	BANK OF AMERICA CORP /DE/	7,957,029	$104.2M	4.8%	TRIM -27.8%
7	VANGUARD CAPITAL MANAGEMENT LLC	7,739,481	$101.8M	4.7%	—
8	GOLDMAN SACHS GROUP INC	7,526,563	$98.6M	4.5%	—
9	MORGAN STANLEY	5,244,199	$68.7M	3.1%	ADD +49.9%
10	MACKENZIE FINANCIAL CORP	4,684,204	$61.6M	2.8%	ADD +29.6%
11	TORONTO DOMINION BANK	4,580,887	$60.2M	2.8%	ADD +78.3%
12	VANGUARD FIDUCIARY TRUST CO	2,362,425	$31.1M	1.4%	—
13	CIBC WORLD MARKET INC.	2,283,297	$30.0M	1.4%	ADD +45.1%
14	NATIONAL BANK OF CANADA /FI/	2,088,238	$27.3M	1.2%	ADD +47.5%
15	Artemis Investment Management LLP	1,875,520	$24.7M	1.1%	ADD +34.2%
16	CITADEL ADVISORS LLC	1,632,890	$21.4M	1.0%	—
17	DIMENSIONAL FUND ADVISORS LP	1,629,540	$21.3M	1.0%	—
18	BALYASNY ASSET MANAGEMENT L.P.	1,585,000	$20.8M	1.0%	NEW
19	RENAISSANCE TECHNOLOGIES LLC	1,428,195	$18.7M	0.9%	TRIM -25.8%
20	STATE STREET CORP	1,189,366	$15.6M	0.7%	—

Recent Position Changes

Fund	Action	Prev Shares	Curr Shares	Change %	Value	Quarter
BANK OF MONTREAL /CAN/	ADD	13,295,335	17,714,553	+33.2%	$233.0M	2026-Q1
FMR LLC	TRIM	23,706,888	13,600,626	-42.6%	$178.8M	2026-Q1
BANK OF AMERICA CORP /DE/	TRIM	11,021,749	7,957,029	-27.8%	$104.2M	2026-Q1
MORGAN STANLEY	ADD	3,497,528	5,244,199	+49.9%	$68.7M	2026-Q1
MACKENZIE FINANCIAL CORP	ADD	3,613,617	4,684,204	+29.6%	$61.6M	2026-Q1
TORONTO DOMINION BANK	ADD	2,569,246	4,580,887	+78.3%	$60.2M	2026-Q1
CIBC WORLD MARKET INC.	ADD	1,574,000	2,283,297	+45.1%	$30.0M	2026-Q1
NATIONAL BANK OF CANADA /FI/	ADD	1,415,276	2,088,238	+47.5%	$27.3M	2026-Q1
BALYASNY ASSET MANAGEMENT L.P.	NEW	—	1,585,000	—	$20.8M	2026-Q1
Point72 Asset Management, L.P.	TRIM	996,761	703,450	-29.4%	$9.2M	2026-Q1
TD Waterhouse Canada Inc.	DOUBLED	48,141	236,167	+390.6%	$3.1M	2026-Q1
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	ADD	140,168	225,864	+61.1%	$3.0M	2026-Q1
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	TRIM	187,804	140,688	-25.1%	$1.8M	2026-Q1
FRANKLIN RESOURCES INC	DOUBLED	57,254	115,679	+102.0%	$1.5M	2026-Q1
Hudson Bay Capital Management LP	TRIM	211,562	101,562	-52.0%	$1.3M	2026-Q1
Gotham Asset Management, LLC	DOUBLED	31,756	84,808	+167.1%	$1.1M	2026-Q1
Verition Fund Management LLC	NEAR_EXIT	227,121	37,512	-83.5%	$491.4K	2026-Q1
First Eagle Investment Management, LLC	ADD	15,474	20,859	+34.8%	$274.3K	2026-Q1
Trexquant Investment LP	TRIM	69,002	19,056	-72.4%	$249.6K	2026-Q1
Swiss Life Asset Management Ltd	ADD	12,897	18,353	+42.3%	$241.3K	2026-Q1
GROUP ONE TRADING LLC	TRIM	14,217	10,252	-27.9%	$134.3K	2026-Q1
NORGES BANK	EXIT	3,581,371	0	-100.0%	$0.00	2026-Q1
BANK OF MONTREAL /CAN/	ADD	10,425,309	13,295,335	+27.5%	$168.2M	2025-Q4
BANK OF AMERICA CORP /DE/	ADD	7,233,133	11,021,749	+52.4%	$139.3M	2025-Q4
NORGES BANK	NEW	—	3,581,371	—	$45.3M	2025-Q4

∅

No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.

1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 2.0/10.

NEUTRAL PRESS-RELEASE 2/10

TransAlta held its Annual and Special Meeting of Shareholders on April 30, 2026, where all nine dire

Apr 30, 2026

MIXED 6/10

TransAlta announced a $1.0B acquisition of two natural gas peaking facilities (318 MW total) in Colo

Jun 3, 2026

NEUTRAL 2/10

TransAlta Corporation declared its regular quarterly dividend on preferred shares. The announcement

Apr 29, 2026

NEUTRAL 3/10

TransAlta announced its 2026 annual shareholder meeting and a first-quarter earnings conference call

Apr 7, 2026

NEUTRAL 4/10

TransAlta announced it will not redeem its Series A and Series B preferred shares on March 31, 2026,

Mar 2, 2026

Current analyst consensus: Strong Buy (83% buy). Based on 18 analysts: 4 strong buy, 11 buy, 2 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$13.22 mean target -1.3% upside Hold (1.82)

$10.00 Low $16.44 High

Metric	Value
Current Price	$13.39
Target Low	$10.00
Target Mean	$13.22
Target Median	$13.22
Target High	$16.44
# Analysts	2
Recommendation	Hold (1.82)

Earnings Estimates & Revisions

Period	EPS Avg	EPS Low	EPS High	EPS Growth	30d Rev.	Up/Down	Rev. Avg	Rev. Growth	Analysts
Current Q 2026-06-30	$0.15	$0.10	$0.25	-14.4%	+2.7%	2↑ 0↓	$0.0B	—	5
Next Q 2026-09-30	$0.06	$0.00	$0.10	387.5%	+155.6%	1↑ 1↓	$0.0B	—	4
Current FY 2026-12-31	$0.29	$0.03	$0.50	52.6%	+22.9%	2↑ 1↓	$2.2B	-9.9%	6
Next FY 2027-12-31	$0.58	$0.38	$0.72	98.9%	+14.2%	1↑ 3↓	$2.3B	5.7%	6

Current Quarter EPS Revision History

Timepoint	EPS Estimate	Change
Current	$0.154
7d ago	$0.155	-0.001
30d ago	$0.150	+0.004
60d ago	$0.155	-0.001
90d ago	$0.147	+0.007

1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

Date	Analyst Firm	Action	Previous Rating	New Rating
Mar 24, 2026	RBC Capital	REITERATE	Outperform	Outperform

Monthly Consensus History

Period	Strong Buy	Buy	Hold	Sell	Buy %
Jun 1, 2026	4	11	2	1	83%
May 1, 2026	4	11	2	1	83%
Apr 1, 2026	4	11	2	1	83%
Mar 1, 2026	4	10	3	1	78%
Feb 1, 2026	4	10	3	1	78%
Jan 1, 2026	4	10	3	1	78%

Strong BuyBuyHoldSellStrong Sell

∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

67°

Warm

Bearish Neutral Bullish

2 mentions 2 bullish 0 bearish 1 time period

Reddit Sentiment History

Date	Mentions	Sentiment	Bullish	Bearish	Threads
Feb 27, 2026	2	67° Warm	2	0	2

Recent Reddit Threads

r/stocks Bullish 3mo ago

Thoughts on my current portfolio and advice on which Ai stock to invest in… $WYFI, $SMR, $TAC, or $SOUN?

▲ 1 💬 1 ⚡ 0.0

r/investing Bullish 3mo ago

Thoughts on my current portfolio? ($VOO, $NVDA, $AMZN, and $SCHD.) …And which Ai stock should I go for? $TAC, $SMR, $WYFI, or $SOUN?

▲ 1 💬 0 ⚡ 0.0

Jun 9, 2026

other

TransAlta Announces Closing of $350 Million Bought Deal Offering of Common Shares

CALGARY, Alberta, June 09, 2026 (GLOBE NEWSWIRE) -- TransAlta Corporation (TransAlta or the Company) (TSX: TA) (NYSE: TAC

Jun 3, 2026

m_and_a

TransAlta Announces the Acquisition of Two Fully-Contracted Gas Assets in Colorado and Concurrent $350 Million Bought Deal Offering of Common Shares

The short form base shelf prospectus is accessible, and the final prospectus supplement will be accessible within two business days

May 6, 2026

earnings

TransAlta Reports First Quarter Results and Reaffirms Annual Guidance

CALGARY, Alberta, May 06, 2026 (GLOBE NEWSWIRE) -- TransAlta Corporation (TransAlta or the Company) (TSX: TA) (NYSE:

Apr 30, 2026

earnings

TransAlta Corporation Announces Results of the 2026 Annual and Special Meeting of Shareholders and Election of all Directors

CALGARY, Alberta, April 30, 2026 (GLOBE NEWSWIRE) -- TransAlta Corporation (TSX: TA) (NYSE: TAC) ("TransAlta" or the "Company") h

Apr 29, 2026

dividend

TransAlta Declares Dividends

CALGARY, Alberta, April 29, 2026 (GLOBE NEWSWIRE) -- The Board of Directors of TransAlta Corporation (TSX: TA) (NYSE: TAC) declar

Apr 22, 2026

short_interest

FTD: TAC — 74,740 shares ($0.9M) failed to deliver

Settlement: 20260422, Price: $12.16, FTD Value: $908,838.4, TRANSALTA CORP CANADA (F)

Apr 21, 2026

short_interest

FTD: TAC — 74,740 shares ($0.9M) failed to deliver

Settlement: 20260421, Price: $12.66, FTD Value: $946,208.4, TRANSALTA CORP CANADA (F)

Apr 20, 2026

short_interest

FTD: TAC — 108,119 shares ($1.4M) failed to deliver

Settlement: 20260420, Price: $12.66, FTD Value: $1,368,786.54, TRANSALTA CORP CANADA (F)

Apr 7, 2026

activist

TransAlta to Host Annual and Special Meeting of Shareholders and First Quarter 2026 Results Conference Call

CALGARY, Alberta, April 07, 2026 (GLOBE NEWSWIRE) -- TransAlta Corporation 2026 Annual and Special Meeting of Tra

Mar 17, 2026

other

TransAlta Corporation Announces Conversion Results for Series A and B Preferred Shares

CALGARY, Alberta, March 17, 2026 (GLOBE NEWSWIRE) -- Further to TransAlta Corporation's (TransAlta or the Company) (TSX: TA) (NYS

Mar 17, 2026

other

Department of Energy Mandates Centralia Unit 2 Remain Available for Operation for Additional 90 Days

CALGARY, Alberta, March 17, 2026 (GLOBE NEWSWIRE) -- TransAlta Corporation (TransAlta or the Company) (TSX: TA) (NYSE: TAC) confi

Mar 2, 2026

dividend

TransAlta Corporation Provides Conversion Right and Dividend Rate Notice for Series A and B Preferred Shares

CALGARY, Alberta, March 02, 2026 (GLOBE NEWSWIRE) -- TransAlta Corporation (TransAlta or the Company) (TSX: TA) (NYSE: TAC) annou