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

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Intact Financial (IFC.TO)

275.92

+4.39 (1.62%)

as of Jun 5, 2026, 8:00:00 pm Market Open.

379 watching

Investor Insights

Jun 5, 2026, 12:00 am

This summary was created by AI, based on 20 opinions in the last 12 months.

Intact Financial (IFC-T) has been described by various analysts as a solid player in the P&C insurance market, yet it faces mixed sentiments regarding its recent performance and valuation. While it boasts a strong historical growth trajectory and good management, some experts caution about its current positioning, particularly its price-earnings and price-to-book ratios which are viewed as either high or stretched. Analysts highlighted its potential for generating shareholder returns, especially during market pullbacks, positioning it as a hold or a buy on dips. Despite some negative reactions to revenue growth and external market dynamics impacting valuations, IFC-T is considered a long-term hold, benefiting from its robust fundamentals in a defensive market context, although concerns about growth sustainability persist.

Consensus

Hold

Valuation

Fair Value

Similar

TM,

TOP PICK

[Program signal failed in Sept. Also the web site did not record a clip for top picks. No opinions were recorded for Top Picks. This item was inserted on Nov 30/11.]

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TOP PICK

6.4% due Nov 23/39. Largest P & C company in Canada. Very fragmented industry. Very strong underwriters. Recent acquisition makes the bond safe and attractive.

PAST TOP PICK

(A Top Pick Aug 19/10. Up 8.76%.) 6.4% 11/2039 bond. (Long term)

SELL

Has done fairly well over the last 12-18 months but doesn't see how it keeps going from here. Probably the best managed insurance company in Canada. If you own, take profits and look elsewhere.

TOP PICK

Recently made a good acquisition of AXA Canada at a price lower than most analysts had expected. It brings them into a 17% market share in Canada, but more importantly, it gives them diversification. Very accretive. Dividend yield of 2.7%.

TOP PICK

Brought to market by ING during the crisis. Market has been waiting for a couple of years for this company to continue its program of buying foreign property and casualty companies. Just made an acquisition. By far the largest operator of these businesses in Canada. Sort of nice dividend, blue chippy company.

BUY

Decent move over the last couple of years. Back in the acquisition mode as they were before when they were growing.

COMMENT

Acquiring AXA Canada for $2.6 billion. Likes this to the extent that as you get rid of competition, you can be a little more aggressive on premiums. Also gives a better earnings profile.

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TOP PICK

Insurance company big in Ontario, Alberta and Quebec. About 70% of revenue comes from personal, auto and home. Because of reforms, expects auto insurers in Ontario are not going to have to pay out more in terms of expenses. Good balance sheet. Just raised their dividend by 8%. Have some good catalysts. Could be an acquirer. 3% yield and expects that to grow along with earnings.

HOLD

Of all the property/casualty companies, this would be his favourite. Exceptionally well managed.

TOP PICK

Top Picks include 3 bonds, short term, medium term and long term. 6.4% 11/2039 bond. (Long term) This is a company that he feels comfortable with. Have good traction and are gaining market share.

DON'T BUY

Strong franchise in property and casualty insurance. Well run. Assessing insurance companies is always difficult because they combine both an underwriting operation and a portfolio management operation. Probably reasonably priced but would prefer a more diversified exposure to the financial sector such as an ETF.

PAST TOP PICK

(Top Pick Feb 13/09, Up 31.7%) An Acquiring company, but hasn’t acquired anything recently. High Quality, good dividend. Might itself be a takeout candidate.

STRONG BUY

Property/casualty is driven around the concept of hard markets and soft markets. Coming out of recession we often fall into a hard market because of the way governments regulate pricing. It looks like we are coming back into another one of those periods were pricing is going to be spectacular. Management is superb.

PAST TOP PICK

(A Top Pick May 2/08. Down 10.12%. Stoploss of $37.50 so he would have been down only 6.9%.) A very choppy stock so wouldn't look at this right now.

Showing 181 to 195 of 256 entries

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Intact Financial (IFC.TO)