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IGM Financial: Hold Rating Maintained Amidst Earnings Miss and Competitive Pressures

IGM Financial: Hold Rating Maintained Amidst Earnings Miss and Competitive Pressures

Tom Mackinnon, an analyst from BMO Capital, reiterated the Hold rating on IGM Financial (IGIFFResearch Report). The associated price target was lowered to C$46.00.

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Tom Mackinnon has given his Hold rating due to a combination of factors affecting IGM Financial’s performance. The company’s Q1/25 adjusted EPS of $1.00 fell short of both Mackinnon’s and the consensus estimates, primarily due to lower net asset management fees and higher operating expenses than anticipated. These results were influenced by seasonal factors and modest fee pressures, which also affected advisory and program fees.
Despite some positive net inflows in Q1/25, the outlook remains uncertain as April saw significant net outflows, particularly from institutional sources. Mackinnon has lowered the forward adjusted EPS estimates by 4%, reflecting ongoing challenges such as lower net asset management fee rates and increased asset-based compensation rates. Consequently, the target price was reduced by $1, maintaining a Market Perform rating given the competitive pressures in the Canadian market and the company’s current valuation relative to its historical average.

In another report released on May 9, Scotiabank also maintained a Hold rating on the stock with a C$51.00 price target.

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