Trisura Group (TSU.TO) Buy, Sell or Hold

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Trisura Group (TSU.TO)

43.97

+1.41 (3.31%)

as of Jun 29, 2026, 8:00:00 pm Market Open.

102 watching

Investor Insights

Jun 30, 2026, 12:00 am

This summary was created by AI, based on 6 opinions in the last 12 months.

Trisura Group (TSU-T) operates in the specialty insurance sector, showing signs of improving business fundamentals despite industry-wide volatility and a softening cycle. The company commands approximately 30% market share in Canada while actively expanding into the U.S. market, particularly in surety and property insurance. Analysts praise its strong management team and high return on equity (ROE), noting continued growth in book value per share, although the stock has faced pressure from past asset impairments and current market conditions. TSU is considered an attractive acquisition target due to its solid cash position and sound valuation metrics, yet it lacks a dividend. While it has not performed strongly in the short term, there are optimistic projections for its future performance, mainly driven by aggressive expansion and overall improvements in the insurance business climate.

Consensus

Positive

Valuation

Undervalued

Similar

SLF

BUY

Stable P&C business growing nicely in Canada. Cashflow from that is funding a US surety and specialty insurance business, which is wildly profitable and growing fast. Smart CEO. Good growth, high ROE, lots of optionality.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly We reiterate TSU, a specialty insurance company focusing on surety bonds, corporate and fee based insurance services as a TOP PICK. The company recently acquired another Canadian surety business, which will be accretive to earnings. We recommend trailing up the stop (from $26) to $31, looking to achieve $56 -- upside potential over 45%. Yield 0% (Analysts’ price target is $56.29)

BUY

Insurer that operates in Canada and US. Great business. Growing rapidly, which generates more capital. Strong quarters, with one hiccup. Once the market stabilizes, he sees stock at $40+. Add at these levels.

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Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly This specialty insurance company, focusing on surety bonds, corporate and fee based insurance services, recently reported earnings 30% above analyst expectations and a ROE over 27%. It has a conservative balance sheet supported by an investment grade rating. Expectations are that next years earnings will be another 50% higher. Forward PE is projected at 16x earnings. We recommend setting a stop loss at $26, looking to achieve $46 -- upside potential over 30%. Yield 0% (Analysts’ price target is $56.00)

PAST TOP PICK

(A Top Pick Jun 09/21, Up 3%) Would buy shares in the company again & continues to hold. Very impressed with management team and return on equity metrics. Company has recently raised $150 MM. Very good quarter with earnings and performance.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A relatively small insurance company that has good growth and market share gains. Playing in a fragmented market and they could acquire more companies. Better upside than larger insurers like Sunlife and Manulife. Unlock Premium - Try 5i Free

BUY ON WEAKNESS

An insurance company. Cashflow has been through their PnC insurance business in Canada. This has funded the specialty insurance in the US. A spin-off of BAM.A. A fantastic company that is growing 50%+ and it is expected to continue with a mix of organic and acquisitions.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company reported strong earnings results. EPS beat estimates at $0.38 and revenues were $404.68M. Revenues also grew by 68.9% yoy. Very strong results that should make investors happy. The company is cheap relative to results. Unlock Premium - Try 5i Free

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. TSU reported an EPS of $0.35 that beat expectations by 6 cents. Gross premiums written had good growth and ROE for the quarter was strong at 18.3%. Unlock Premium - Try 5i Free

TOP PICK

Specialty insurance. Spun out of one of the Brookfields. US business, called fronting, is very exciting, and it crosses state lines. Growth profile is fantastic. High and growing ROEs, growing access to capital, dynamic CEO. No dividend. (Analysts’ price target is $178.13)

TOP PICK

A spin-off of Brookfield Asset Management. For every 170 shares of BAM-T one owned, they received one share of TSU-T. They underwrite smaller BTB insurance. They can sell-off re-insurance for a recurring fee stream in the US – a process called “fronting”. On paper it looks like they operate at a loss, but it will be prove up in time. Yield 0%. (Analysts’ price target is $32.00)

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Trisura Group (TSU.TO)