Fairfax Financial (FFH.TO) Buy, Sell or Hold

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Fairfax Financial (FFH.TO)

2,344.66

+3.99 (0.17%)

as of Jun 26, 2026, 2:11:11 pm Market Open.

280 watching

Investor Insights

Jun 26, 2026, 12:00 am

This summary was created by AI, based on 22 opinions in the last 12 months.

Fairfax Financial Holdings (FFH) has been a topic of mixed opinions among experts, reflecting a balance between its strong business fundamentals and current market conditions. While some analysts appreciate the company's long-term stability and its impressive growth in book value per share, others express concern regarding the lack of near-term catalysts and the current valuation compared to historical performance. There are indications that the property and casualty (P&C) insurance sector is under pressure, particularly with pricing, leading to a cautious outlook for FFH in the short term. Long-term investors are reminded of the company's ability to deliver compounded growth, emphasizing its disciplined management and strong performance despite recent volatility. Overall, while there are compelling reasons to consider investing in FFH, many experts suggest waiting for more favorable conditions or clearer catalysts before making a significant commitment.

Consensus

Cautious

Valuation

Fair Value

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TOP PICK

Very high quality insurance company. Has been under pressure because of some of the acquisitions but has performed very well over the last year. Strong investment team. Just reported and had grown their BV per share by 48% year-over-year. Buy for the long-term.

BUY

BV is around $190 and yet this is a company that is capable over a cycle, of generating a 19% return. Made a lot of money on puts last year, which shored up their balance sheet. In the long run, this has got to be more than just an investment company, but an insurance company as well. Taking steps to work out their US insurance problems. Sound management. Reasonable Buy for a long-term investor.

TOP PICK

Best way to play meltdown in credit derivatives. Earnings are going up.

TOP PICK

Probably the best public instrument to play the widening of bond spreads. They believed spreads were way too narrow for a lot of the corporate debt issues and they would widen massively. They were correct. Earnings are good and it is cheap.

DON'T BUY

His model price is $216.20, a negative 6% differential. If the past is any indication, it will probably go to about $176 and try to form a bottom.

WATCH

Had a negative pattern for quite awhile and the moving average was going down. Recently, the price managed to get above the 200-day moving average and it had a big rise. Now the stock is too far above the moving average, so it wouldn't be a surprise if the stock had a correction.

COMMENT

Good management, but at the current price, would be tempted to take some profit. Has sold his positions. Not sure that things are going well in Northbridge which is a fair chunk of their assets.

DON'T BUY

He finds it very difficult to analyze the financial statements. If he doesn't understand it, he doesn't buy it.

DON'T BUY

A tough one to call. Had some recent accounting problems and losses on some claims. Always had trouble with disclosure, but better than they used to be.

DON'T BUY

Sold all of his holdings because of the complexity of the business. Seemed to have a continual string of bad news on acquisitions. There is now a litigation issue before the US courts.

SELL

Having to deal with a lot of reinsurance problems. Valuation is up in the air because nobody can put a finger on it because their earnings are very opaque. Many of their claims are outstripping their premiums.

WEAK BUY

Launching a suit against hedge funds that are shorting the stock and driving the price down as well as putting out a lot of negative news. A well-run company with honest management. Could buy with a long-term view.

DON'T BUY

The property/specialty insurance market is very cyclical in nature. It has had a decent cyclical run in the past few years, upwards but pricing is now starting to soften up a little.

DON'T BUY

He prefers to go for the leaders in the insurance business. Those with strong balance sheets and not overly levered. Made a lot of acquisitions and they got hit with a number of catastrophic events and some regulatory issues.

DON'T BUY

Not a fan of this company. Insurance is a very tough business to analyse.

Showing 286 to 300 of 456 entries

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Fairfax Financial (FFH.TO)