Intact Financial (IFC.TO) Buy, Sell or Hold

Intact Financial (IFC.TO)

277.96

-0.26 (0.09%)

as of Jun 19, 2026, 8:00:01 pm Market Open.

246 watching

TOP PICK

Doesn't want to add more risk if there is no need. The RSA purchase gives them greater scale, distribution and more avenues for growth. Synergistic. The market is waiting to see results. The stock will rerate with results. Good to grow quiet wealth. (Analysts’ price target is $176.00)

BUY ON WEAKNESS

A quality name to own. Likes the stock. Modelling 9.3% growth. It is trading at 14x 2022 so it is quite expensive price to book. They did an interesting deal recently. If you look at Canadian financials they are very cheap by PE ratio. Would buy it around $136.

BUY

A sensational performer since its IPO. Operates efficiently, smart acquisitions. Likes the RSA deal, as it adds diversity and bolsters market share. Exposure to commercial real estate, but it's a manageable risk.

WATCH

Looks more interesting with the potential acquisition of RSA, as it expands their growth potential. Excellent operators. P&C insurance gets repriced annually, a plus. She's planning to research it more closely.

TOP PICK

Last quarter earnings were excellent. Good acquirer. Efficient, with consistent underwriting profitability. ROE is 5 points above industry average. 17% market share in Canada. Great operator. Yield is 2.25%. (Analysts’ price target is $162.83)

BUY

A major insurer. Their biggest expense is going down hard--auto claims. With people under lockdown, people aren't driving much, so the quantity of auto claims is lower than ever based on Q2 results. This boasts their underwriting profit and will be a tailwind for a long while. They're also generating investing income, which may be pressured with interest rates low. IFC is a great company and marketer. A fine consolidator in a fragmented industry. A solid, long-term hold and a buy.

BUY ON WEAKNESS

An outstandingly well managed company. It has run up and the valuation is on the premium side. The insurance they are in is doing well so you might want to wait for softening on the market or a one time event like forest fires. Long term you will do okay.

PAST TOP PICK

(A Top Pick Jun 18/19, Up 9%) Very resilient and he is still modelling 20% earnings growth. It trades at 19 times PE -- a good ratio to growth. He thinks there is still $60 per share of M&A activity that has not been factored into the stock price. You want to buy it around $130.

TOP PICK

Q1 earnings were beat and they maintained full year guidance. He feels this reflects on the quality of the company and its resilience. He is modelling 20% earnings growth against a 19 times PE ratio -- excellent value. Yield 2.53% (Analysts’ price target is $154.50)

TOP PICK

They have strong businesses in each insurance line. Insurance is a necessity. They have a 17% market share. They have consistent underwriting profitability. There are more consolidation opportunities in front of them. (Analysts’ price target is $154.50)

PAST TOP PICK

(A Top Pick May 08/19, Up 20%) He continues to own it. It is Canada's largest property and casualty insurer. They saw a hardening of the insurance market last summer, which was leading to a stronger position to charge higher premiums. This was a reversal from trends over the past several years. Regulators were more willing to allow the increases or face a loss in capacity. They will have some headwinds as premiums they will invest into bonds and other fixed income will be lower. Also, they will benefit in their auto policies not having as many claims. They have reached out to offer 15% discounts to customers as accidents are down 75% in the GTA area. Excellent business for now and the long term.

TOP PICK

Looking out one year, what's an ironclad business that's going to be growth but defensive. Still modeling about 25% EPS growth. Makes sense on a price to growth. Recession resilient. Yield is 2.52%. (Analysts’ price target is $159.38)

PAST TOP PICK

(A Top Pick Sep 27/19, Up 18%) Canada's biggest P&C insurer, IFC continues to snap up busineses. Most insurers lose money on underwriting, but the CEO has done a great job in making money underwriting as well as acquiring other companies.

DON'T BUY

He does not own this one. It has been on a great run. The outlook for long term interest rates makes the life insurance business more challenging. He sees better opportunities out there.

PAST TOP PICK

(A Top Pick Oct 26/18, Up 37%) It was defensive at the time. Markets were falling. Even at these levels, it's trading at 15x and growing at 15%. On a price to growth basis, still a good opportunity in a fragmented market.

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Intact Financial (IFC.TO)