CI Financial Corp (CIX.TO) Buy, Sell or Hold

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CI Financial Corp (CIX.TO)

31.99

-0.00 (0.00%)

as of Aug 14, 2025, 8:00:00 pm Market Open.

167 watching

Investor Insights

Aug 10, 2026, 12:00 am

This summary was created by AI, based on 1 opinions in the last 12 months.

CI Financial Corp (CIX-T) has received positive attention from analysts, highlighted by being recognized as a 'Top Pick' on September 11, 2024, with a significant appreciation potential of 86%. This optimism indicates strong belief in the company's business model and market position. However, it's important to note that CI Financial was taken private on August 12, 2025, which adds a layer of complexity to future analyses. With the stock being well-regarded before its private acquisition, there may still be investor interest in understanding its performance metrics and strategic direction moving forward. Overall, the combination of previous recommendations and potential growth gives a positive outlook, despite the shift to private ownership.

Consensus

Positive

Valuation

Undervalued

Similar

Fidelity, FNF

TRADE

Last quarter was in line, solid improvement in net flows. Fabulous job building out asset management platform. Moved down sharply with the group. Nice dividend of 6%, safe. Ridiculously cheap at 4.8x 2024 estimated earnings.

Doesn't love the business. Sometimes names get too cheap not to buy. Beta play on improving markets. Not a 10-year hold.

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PAST TOP PICK

(A Top Pick Apr 26/22, Down 25%)

Diversified away from core mutual fund base, which has no growth. Started piling on debt to buy Registered Investment Advisors in the US, which they haven't been able to roll out. Timing was bad. Insiders continue to buy aggressively. Cheap valuation.

BUY ON WEAKNESS

As a general rule, the financials will be a net beneficiary of inflation. It's been dropping--and its drops during its divestiture, so this is worth looking at now.

HOLD

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research.

CIX’s fundamental metrics – its Asset under Management (AUM) has been quite resilient amid a challenging macro environment, with growth mainly coming from US wealth management, which management indicates is the key growth lever for the company in the future. In addition, the company has a track record of repurchasing shares aggressively in recent years, which indicates management believes shares are undervalued.

Like other names in the Financial sector, CIX has been under pressure recently due to the fear of contagion risks in the financial systems, as well as weak capital markets. Although there is a contagious sentiment risk, we think this risk is low in probability as the Fed and other countries’ central banks publicly announced their intention to stabilize the Financial system. CIXs is not impacted by deposits, but margins are trending down and business remains competitive. But the stock is priced right, and it has managed a challenging environment well enough and made good acquisitions over time. Overall, we think CIX is a hold.
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BUY

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research.

Strategy of US expansion is risky, but we prefer it to staying in Canada.
CEO is young, but we think the Board knows its strategy well.
Recent acquisition may not work out, but we would rather the company try to move forward than simply bleed out with lower fees and massive competition in Canada.
Well run company overall. Unlock Premium - Try 5i Free

HOLD

Positive or negative leverage based on how stock market does. Buying wealth managers, especially in US. Not sure if it's working out to make bets on wealth managers as the market plummets. Long term, should work out. He owns BLK instead, an ETF provider.

BUY

You're fine as an income investor, though the stock has disappointed in the past year. They added a lot of debt to buy some businesses, but they are also buying a lot of their own shares, a good sign. They remain a great operator in Canada. They generate a lot of free cash flow. He's not worried about the 5% dividend. Shares are cheap.

DON'T BUY

Owns mutual funds etc. It has spent a lot of money on acquisitions and needs to execute on them. It will be a different environment over the next six months. There are better companies out there which are more diversified.

DON'T BUY

Dividend pays 4.8% and trades at a low PE, but CIX's asets are down in this market. Usually, fixed income offsets weakness in stocks, but not now. They've made lots of acquisitions, some of which are closing soon, and have taken on a lot of debt. They could spin off some US assets, but doubt it can happen in this economy. They need to digest those new companies and not buy more. CIX won't do much for a while.

Unspecified

There has been a big decline so far. The fair market value is strong, the balance sheet is fine and it is well run. There is good technical support at $15 but it could go to $12.

DON'T BUY

A lot of corporate activity is changing the company. Stock price is trading fairly cheap. Better names to invest in. Strong dividend with good management. Would prefer Canadian banks, energy and sold off tech stocks.

TOP PICK

The financials have pulled back, especially the asset managers like this one. It's down 40% since last year. CIX is an astute player by buying the RIA's in the States. Shares have declined because of worries of the debt that's come with buying these firms, but this will pay off over time--a stickier client base and higher margins. Expect CIX to spin-off these RIA's down the road. CIX is trading at 8x earnings and 4-5x operating cash flow. Management is buying back a lot of shares. (Analysts’ price target is $27.89)

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Good income stock. Management team is competent and the dividend is attractive. The stock is very cheap and will do well if the markets recover. Low and declining margins, competition and other growth factors remain a concern. Has high leverage to capital markets. Trading at less than 6x earnings, which is very reasonable. Unlock Premium - Try 5i Free

BUY ON WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company has not done anything wrong. The stock is very cheap at 6x earnings. Yield around 3.3%. It is sensitive to the market as an asset manager. The company is getting attractive in the low $20. Unlock Premium - Try 5i Free

DON'T BUY

Companies like CI are are transitioning from high-cost mutual funds to another style of management. ETFs cost a fraction of mutual funds, which offer huge competition to CI's roster of products. And people are bombarded by TV ads urging them to manage your own wealth, which is not a good idea. CI needs to transition, namely buying wealth management companies across North America to diversify their portfolio. They;'re buying back a lot of shares, which signals that they have little idea what to do with their cash. The mutual fund model is a dinosaur.

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CI Financial Corp (CIX.TO)