TSE:X

TMX Group (X.TO)

52.71
+0.19 (0.36%)
as of Aug 5, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconAug 5, 2026, 12:00 am

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

TMX Group (X-T) has recently experienced a pullback attributed to various factors, including broader market trends and fears of competition from prediction markets. Despite the decline, experts highlight the company's strong fundamentals, including consistent growth in recurring revenue, successful strategic acquisitions, and robust margins. Many analysts view the recent drop as a buying opportunity, particularly due to TMX's proprietary data and strong analytics business. The overall sentiment remains positive, with most analysts advocating for a long-term hold or gradual accumulation, underscoring the company's unique position within the Canadian capital markets and potential for recovery amid volatility. Concerns about AI disruption have been mentioned, but the prevailing belief is that TMX is well-positioned to withstand these challenges and capitalize on its strengths.

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Consensus
Buy
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Valuation
Undervalued
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COMMENT
Classic head and shoulders? Yes that is correct. The key is how far down it can go on a target basis. It has already achieved its downside technical target.
COMMENT
Maple has extended their offer again. There is still some political risks here. Sold his holdings and bought more banks.
DON'T BUY
On the back burner. It’s in the FED’s hands. $50 a share is questionable because you don’t know what you are paying for. Owns it in one fund. He is just waiting. Pretty good yield 3.66%. If the deal fails it is worth holding.
HOLD
The market doesn’t believe the $50 bid will be allowed. She says to the $50 if it is approved. It is a good hold otherwise.
TOP PICK
The uncertainty with Maple goes on, extended for another month. He hopes it happens but if it doesn't, is perfectly happy with the admirable management. If this doesn't go through, they could be looking at Australia as well.
BUY
Theoretically the Maple bid is coming through at the end of January giving $33 a share in cash, which they say is worth $55 and the stock is trading under $45. Looks okay.
SELL
Tender shares and see what happens.
COMMENT
Interesting in that the London exchange pulled out when they didn’t get enough votes. Stock is trading at a big discount to the Maple bid of around $50 indicating some doubt that the bid will go through.
DON'T BUY
Has probably outperform the market in the last month or two but a lot of it is pretty much priced in right now. Doesn't see the value in this one right now.
DON'T BUY
There are concerns that the takeover deal may not close. The offer that is on the table will be taking back some stock and there are questions about the valuation. Competition could come into Canada.
PAST TOP PICK
(Top Pick Aug 25/10, Up 48.17%) he took is profits and ran. It ran up more than he anticipating. He took his money off the table. Going forward he would not be running to buy it until the Maple Group issue is resolved. Doesn’t see the value in the deal.
TOP PICK
Maple will get done or not and you will finish up with a good dividend and stay with something that is propped up by the bid for a couple of months.
BUY
The LSE is gone. TMX is a good revenue generator. Will continue to do well, grow and pay out big dividends as long as the stock markets remains strong.
COMMENT
He has a model price of $50, a 13% upside.
COMMENT
Doesn't think there will be another bidder coming in, which just leaves the Maple group. The question is, can they sell to the shareholders that they can create better value. A tough call but the market seems to indicate it is not going through.
Showing 106 to 120 of 368 entries