ATCO (ACO.X) Stock Overview
Engages in the energy, logistics and transportation, shelter, and real estate services in Canada, Australia, and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 0/6 |
| Future Growth | 4/6 |
| Past Performance | 2/6 |
| Financial Health | 1/6 |
| Dividends | 4/6 |
ACO.X Community Fair Values
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Analyst Price Targets
ATCO Ltd. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | CA$68.14 |
| 52 Week High | CA$72.37 |
| 52 Week Low | CA$47.52 |
| Beta | 0.44 |
| 1 Month Change | -1.29% |
| 3 Month Change | 13.72% |
| 1 Year Change | 33.56% |
| 3 Year Change | 51.32% |
| 5 Year Change | 56.07% |
| Change since IPO | 909.48% |
Recent News & Updates
Narrative Update • May 01
ACO.X: Regulated Utilities And Buybacks Will Support Steady Returns As Sentiment Improves
The analyst fair value estimate for ATCO has moved from CA$67.43 to CA$68.86. This change reflects a series of recent Street price target increases in the CA$66 to CA$72 range that analysts attribute to updated assumptions on future P/E, as well as stable profit margin and revenue growth inputs.Narrative Update • Apr 16
ACO.X: Regulated Utilities And Buybacks Will Support Steady Returns At Current Pricing
Analysts have lifted the consolidated ATCO price target to CA$67, a move influenced by a series of Street updates that now cluster between CA$66 and CA$72 and reflect reassessments of the company based on recent research views rather than changes to the underlying model inputs. Analyst Commentary Recent Street commentary around ATCO centers on a tighter band of price targets between CA$66 and CA$72, with most firms reiterating neutral to moderately positive ratings.Recent updates
Narrative Update • May 01
ACO.X: Regulated Utilities And Buybacks Will Support Steady Returns As Sentiment Improves
The analyst fair value estimate for ATCO has moved from CA$67.43 to CA$68.86. This change reflects a series of recent Street price target increases in the CA$66 to CA$72 range that analysts attribute to updated assumptions on future P/E, as well as stable profit margin and revenue growth inputs.Narrative Update • Apr 16
ACO.X: Regulated Utilities And Buybacks Will Support Steady Returns At Current Pricing
Analysts have lifted the consolidated ATCO price target to CA$67, a move influenced by a series of Street updates that now cluster between CA$66 and CA$72 and reflect reassessments of the company based on recent research views rather than changes to the underlying model inputs. Analyst Commentary Recent Street commentary around ATCO centers on a tighter band of price targets between CA$66 and CA$72, with most firms reiterating neutral to moderately positive ratings.Narrative Update • Mar 31
ACO.X: Regulated Utilities And Payout Policy Will Support Steady Returns And Buybacks
Analysts have lifted the consensus price target for ATCO to CA$67, from a previous range of CA$57 to CA$72 in recent reports, citing updated views on the company that support a CA$67 fair value in the current model. Analyst Commentary Recent research updates point to a tighter cluster of fair value estimates around CA$67, with several firms adjusting their price targets into a CA$66 to CA$72 range.Narrative Update • Mar 17
ACO.X: Regulated Utilities And Dividend Policy Will Support Steady Returns And Buybacks
Analyst price targets for ATCO have moved higher to CA$67 from CA$65.43, reflecting a cluster of recent target increases from TD Securities, Scotiabank, RBC Capital, BMO Capital and CIBC, with analysts linking their updates to revised fair value estimates and slightly adjusted discount rate and forward P/E assumptions. Analyst Commentary Recent research updates on ATCO cluster around higher fair value estimates and modestly revised valuation inputs, with new price targets ranging from CA$66 to CA$72.Narrative Update • Mar 03
ACO.X: Regulated Utilities And Dividend Policy Will Likely Support Steady Total Return
The analyst price target for ATCO has moved up from CA$60.43 to CA$65.43, with analysts pointing to updated assumptions around revenue growth, profit margins, and a lower future P/E as key drivers of their refreshed view. Analyst Commentary Recent Street research has clustered around higher fair value estimates for ATCO, with targets ranging from CA$66 to CA$72.Analysis Article • Feb 07
ATCO's (TSE:ACO.X) Shareholders Will Receive A Bigger Dividend Than Last Year
ATCO Ltd. ( TSE:ACO.X ) has announced that it will be increasing its dividend from last year's comparable payment on...Narrative Update • Jan 27
ACO.X: Regulated Utilities And Dividend Increases Will Likely Support Neutral Return Profile
The analyst price target for ATCO has inched up from C$60.29 to C$60.43 as analysts factor in slightly higher modeled revenue growth and a marginally lower discount rate, consistent with recent price target increases across several firms that maintain more neutral ratings on the shares. Analyst Commentary Recent Street research on ATCO clusters around moderate price target increases, with ratings that remain broadly neutral.Analysis Article • Jan 13
ATCO's (TSE:ACO.X) Dividend Will Be Increased To CA$0.5196
ATCO Ltd. ( TSE:ACO.X ) has announced that it will be increasing its periodic dividend on the 31st of March to...Narrative Update • Jan 12
ACO.X: Regulated Utilities And Dividend Increases Will Likely Offset Power Headwinds
Analysts have nudged their 12 month price targets on ATCO higher, to a range of C$51 to C$64, citing expectations for solid regulated utility performance in upcoming Q3 results, softer power generation trends, and a preference for maintaining some regulated exposure as markets and credit spreads remain volatile. Analyst Commentary Recent research points to a more constructive tone around ATCO, with several price targets now clustered in the C$51 to C$64 range.Analysis Article • Jan 04
Here's Why ATCO (TSE:ACO.X) Has A Meaningful Debt Burden
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Narrative Update • Dec 25
ACO.X: Regulated Utilities Will Likely Support Modest Upside Despite Power Segment Headwinds
ATCO's analyst price target has edged higher by roughly C$2, as analysts point to slightly stronger long term revenue growth assumptions, a marginally lower discount rate, and modestly higher future valuation multiples despite a small pullback in projected profit margins. Analyst Commentary Recent Street research reflects a generally constructive stance on ATCO, with a series of incremental price target increases clustered in the mid C$50s.Narrative Update • Dec 11
ACO.X: Regulated Utilities Will Likely Support Modest Upside Amid Fair Valuation
ATCO's analyst price target has inched higher to approximately C$58, reflecting a series of upward revisions from C$51 to C$64 as analysts factor in steadier regulated utility performance, alongside moderated expectations for its power operations in a more volatile market backdrop. Analyst Commentary Bullish analysts continue to edge price targets higher across the board, signaling improving confidence in ATCO's ability to execute on its regulated utility strategy while managing exposure to more cyclical power markets.Narrative Update • Nov 26
ACO.X: Regulated Utilities Will Likely Sustain Performance as Sector Trends Remain Steady
ATCO's analyst price target has modestly increased from $57.50 to $58.33, as analysts cite resilient regulated utility performance and steady sector trends as reasons for their upward revisions. Analyst Commentary Recently, analysts have updated their perspectives and target prices for ATCO, reflecting a blend of optimism for the company’s regulated utility segment and tempered caution for areas like power generation and market volatility.Analysis Article • Nov 23
ATCO (TSE:ACO.X) Has More To Do To Multiply In Value Going Forward
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Narrative Update • Nov 11
ACO.X: Regulated Utilities Segment Will Likely Support Steady Performance Amid Volatility
The consensus analyst price target for ATCO has increased from approximately C$55.71 to C$57.50. This reflects analysts’ expectations for continued strength in the company’s regulated utilities and a favorable industry outlook, despite recent volatility in markets and credit spreads.Analysis Article • Oct 15
There Is A Reason ATCO Ltd.'s (TSE:ACO.X) Price Is Undemanding
When close to half the companies in Canada have price-to-earnings ratios (or "P/E's") above 17x, you may consider ATCO...Analysis Article • Oct 01
ATCO (TSE:ACO.X) Seems To Be Using A Lot Of Debt
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...New Narrative • Jun 29
Canadian Housing And Energy Trends Will Drive Future Opportunity
Expanding modular housing and international acquisitions position ATCO for revenue diversification and higher-margin growth across global infrastructure and energy markets.Analysis Article • Jun 22
ATCO (TSE:ACO.X) Will Want To Turn Around Its Return Trends
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Shareholder Returns
| ACO.X | CA Integrated Utilities | CA Market | |
|---|---|---|---|
| 7D | 0.04% | -3.4% | 1.0% |
| 1Y | 33.6% | 9.3% | 34.0% |
Return vs Industry: ACO.X exceeded the Canadian Integrated Utilities industry which returned 9% over the past year.
Return vs Market: ACO.X matched the Canadian Market which returned 34.5% over the past year.
Price Volatility
| ACO.X volatility | |
|---|---|
| ACO.X Average Weekly Movement | 2.5% |
| Integrated Utilities Industry Average Movement | 2.7% |
| Market Average Movement | 10.3% |
| 10% most volatile stocks in CA Market | 17.8% |
| 10% least volatile stocks in CA Market | 4.0% |
Stable Share Price: ACO.X has not had significant price volatility in the past 3 months compared to the Canadian market.
Volatility Over Time: ACO.X's weekly volatility (3%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1947 | 20,369 | Nancy Southern | www.atco.com |
ATCO Ltd., together with its subsidiaries, engages in the energy, logistics and transportation, shelter, and real estate services in Canada, Australia, and internationally. The company engages in electricity and natural gas transmission and distribution, and international electricity operations; energy storage, electricity generation, storage and industrial water solutions, and clean fuels; and electricity and natural gas retail sales, and home maintenance solutions. It also offers residential and workforce housing, modular facilities, construction, site support, workforce lodging, facility operations and maintenance, defense operations, and disaster and emergency management services.
ATCO Ltd. Fundamentals Summary
| ACO.X fundamental statistics | |
|---|---|
| Market cap | CA$7.63b |
| Earnings (TTM) | CA$158.00m |
| Revenue (TTM) | CA$5.16b |
48.5x
P/E Ratio1.5x
P/S RatioIs ACO.X overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| ACO.X income statement (TTM) | |
|---|---|
| Revenue | CA$5.16b |
| Cost of Revenue | CA$2.00b |
| Gross Profit | CA$3.15b |
| Other Expenses | CA$3.00b |
| Earnings | CA$158.00m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 1.40 |
| Gross Margin | 61.15% |
| Net Profit Margin | 3.06% |
| Debt/Equity Ratio | 149.9% |
How did ACO.X perform over the long term?
See historical performance and comparisonDividends
3.1%
Current Dividend Yield143%
Payout RatioDoes ACO.X pay a reliable dividends?
See ACO.X dividend history and benchmarks| ATCO dividend dates | |
|---|---|
| Ex Dividend Date | May 28 2026 |
| Dividend Pay Date | Jun 30 2026 |
| Days until Ex dividend | 17 days |
| Days until Dividend pay date | 50 days |
Does ACO.X pay a reliable dividends?
See ACO.X dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/07 19:02 |
| End of Day Share Price | 2026/05/07 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
ATCO Ltd. is covered by 8 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Benjamin Pham | BMO Capital Markets Equity Research |
| Mark Jarvi | CIBC Capital Markets |
| Mark Jarvi | Desjardins Securities Inc. |