IGM Financial stock initiated at Sector Perform by RBC on turnaround

Published 18/06/2025, 09:32
IGM Financial stock initiated at Sector Perform by RBC on turnaround

RBC Capital initiated coverage on IGM Financial Inc (TSX:IGM) (OTC:IGIFF) Wednesday with a Sector Perform rating and a price target of C$46.00, citing a cautious outlook on the asset management industry despite the company’s successful business turnarounds. According to InvestingPro data, the company maintains a strong financial health score of "Good" with an Altman Z-Score of 7.58, indicating solid financial stability.

The investment firm noted that IGM has completed repositioning efforts in both its Wealth Management and Asset Management divisions, which has helped stabilize net flows, particularly in its IG Wealth Management segment.

With the turnaround phase now complete, IGM is pursuing growth through strategic investments in both business segments, including partnerships with Wealthsimple and Rockefeller in its Wealth Management division and ChinaAMC and Northleaf in its Mackenzie business.

RBC highlighted IGM’s approximately 5% dividend yield as an attractive feature for investors, describing it as sustainable based on the company’s current financial position.

The C$46 price target was derived using a sum-of-the-parts net asset value framework and implies a potential 12% upside including dividends, according to RBC Capital’s analysis.

In other recent news, BMO Capital Markets has adjusted its outlook on IGM Financial Inc by reducing the price target to C$47.00 from C$48.00. Despite this adjustment, BMO maintains a Market Perform rating on the stock. The decision to lower the price target is influenced by a slight decrease in expected earnings per share, with the first quarter of 2025 EPS estimate trimmed by 2% to $1.07. Additionally, the full-year 2025 EPS forecast was reduced to $4.43, and the 2026 projection was lowered to $4.76. These revisions are attributed to changes in advisory fee rates and an increase in asset-based compensation, although they are partially offset by an expected rise in share buybacks. IGM Financial’s stock is currently trading at 10.1 times forward EPS, which is below its five-year average. Investors will soon have the chance to evaluate the company’s performance when it reports its first-quarter 2025 results on May 8. A conference call is scheduled for May 9 to provide further insights.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.