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iA Financial Corporation Inc (TSE:IAG)
TSX:IAG
Earnings Data
Report Date
May 06, 2026During Market Hours (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
3.35Last Year’s EPS
2.91Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a predominately positive picture: iA delivered strong full-year results, met or exceeded key midterm targets (core ROE 17.1%, 16% core EPS growth), produced above-target organic capital ($665M), reported sizeable AUM growth (+31%), and showed broad-based sales momentum across Canada and the U.S. The RF Capital acquisition is already accretive and contributing to growth. Notable near-term headwinds include reserve strengthening for a specific term product and adverse group experience tied to foreign student coverage, a Q4 spike in corporate variable compensation and some one-off charges that weighed on quarter results. Overall, the strategic and financial momentum appears to outweigh the contained operational and reserve-related challenges.Company Guidance
Core profitability and EPS growth
Core ROE of 17.1% (trailing 12 months) and 16% growth in core EPS for 2025; Q4 core EPS of $3.10, meeting midterm objectives.
Strong capital generation and balance sheet
Organic capital generation of $665 million for 2025 (surpassing the $650M target) and $170 million generated in Q4; pro forma solvency ratio of 137% and $1.4 billion of capital available for deployment on a pro forma basis.
Large AUM / AUA expansion
Total assets under management and administration exceeded $341 billion, up 31% year-over-year, driven by segregated fund inflows, market performance and RF Capital acquisition.
Record and strong sales in Wealth Management
Record individual gross sales of $3.1 billion in Q4; segregated fund gross sales nearly $2.0 billion, up 27% year-over-year, with net segregated fund sales of almost $1.2 billion; mutual fund gross sales up 16% to $694 million.
Canada Insurance and distribution momentum
Record individual insurance sales of $111 million in Q4; Insurance Canada net premiums and deposits reached $5.9 billion (up 4%); Group Insurance premiums and deposits rose 2% YoY and Q4 group sales were up 15% YoY; iA Auto & Home sales up 9% to $146 million; Dealer Services sales $183 million, up 4%.
U.S. operations growth
U.S. Individual Insurance sales increased 18% year-over-year to US$80 million; U.S. Dealer Services sales rose 8% to US$295 million; U.S. segment core earnings up 15% in Q4 to $30 million.
Segment earnings strength
Wealth Management core earnings up 13% YoY to $127 million in Q4; Investment core net investment result of $127 million in Q4 (up from $120M YoY) and Investment segment core earnings of $91 million before taxes/financial charges/debenture dividend.
Accretive RF Capital acquisition and integration progress
RF Capital acquisition already accretive and performing ahead of expectations; faster-than-expected adviser retention, cost synergies from de-listing and corporate function harmonization, and positive contribution to net revenues.
Book value growth and capital return
Book value per share increased to $79.24, up 8% year-over-year (more than 10% excluding NCIB impact); continued share buybacks (NCIB) and regular dividends with flexibility to accelerate buybacks.
TSE:IAG Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
TSE:IAG Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 17, 2026 | C$168.99 | C$150.38 | -11.01% |
Nov 04, 2025 | C$165.49 | C$160.85 | -2.81% |
Aug 05, 2025 | C$135.84 | C$139.46 | +2.67% |
May 07, 2025 | C$131.08 | C$130.47 | -0.47% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does iA Financial Corporation Inc (TSE:IAG) report earnings?
iA Financial Corporation Inc (TSE:IAG) is schdueled to report earning on May 06, 2026, During Market Hours (Confirmed).
What is iA Financial Corporation Inc (TSE:IAG) earnings time?
iA Financial Corporation Inc (TSE:IAG) earnings time is at May 06, 2026, During Market Hours (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TSE:IAG EPS forecast?
TSE:IAG EPS forecast for the fiscal quarter 2026 (Q1) is 3.35.