CI Financial (CIX) AI Stock Analysis

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• Revenue Growth: 12.16%
• EPS Growth: -603.33%
• Country: CA
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• Number of Analyst Covering: 0

• Rating: 61 Neutral
• Price Target: $34.00

CI Financial's overall score is driven by strong corporate events and strategic initiatives, despite challenges in financial performance and valuation. The company's growth potential is bolstered by recent acquisitions and privatization plans, but high leverage and negative profitability remain significant risks.

CI Financial Business Overview & Revenue Model

Company Description

CI Financial Corp. (CIX) is a leading independent asset management and wealth management firm based in Canada. The company operates primarily through two segments: Asset Management and Wealth Management. CI Financial offers a diverse range of investment solutions, including mutual funds, ETFs, and alternative investment strategies, catering to individual and institutional investors. Additionally, the wealth management division provides comprehensive financial planning, investment advisory, and portfolio management services through a network of financial advisors across Canada and the United States.

How the Company Makes Money

CI Financial generates revenue primarily through management fees charged on its assets under management (AUM) in its asset management segment. This includes fees from mutual funds, ETFs, and other investment products. The wealth management segment contributes to revenue through advisory fees, commissions, and performance fees associated with managing client portfolios. Additionally, the company earns income from administrative services and other ancillary services provided to its clients. Significant partnerships with financial advisors and institutions enhance its distribution capabilities, thus contributing to higher AUM and, consequently, increased revenue. The company's growth strategy, including acquisitions of advisory firms and expanding its product offerings, also plays a critical role in driving its earnings.

CI Financial Financial Statement Overview

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CI Financial Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: ―
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Negative
• STOCH: Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For TSE:CIX, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 31.88, equal to the 50-day MA of 31.72, and equal to the 200-day MA of 30.47, indicating a bullish trend. The MACD of 0.08 indicates Negative momentum. The RSI at 73.31 is Negative, neither overbought nor oversold. The STOCH value of 83.33 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for TSE:CIX.

CI Financial Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
ONEX	77 Outperform	8.46B	12.02	6.09%	0.32%	-8.63%	-27.09%
AGF.B	75 Outperform	924.71M	8.90	8.93%	3.37%	16.93%	17.52%
IGM	74 Outperform	12.08B	12.46	12.05%	4.41%	-3.20%	-8.50%
FSZ	68 Neutral	729.30M	19.42	14.22%	9.47%	-1.64%	-40.68%
CIX	61 Neutral		―		―	12.16%	-603.33%
BBUC	47 Neutral	4.71B	-3.34	1505.08%	0.72%	-2.34%	-301.85%
Sector *	―				―

CI Financial Corporate Events

CI Financial and Mubadala Capital Complete Transformative Acquisition

CI Financial and Mubadala Capital have completed a significant C$12.1-billion transaction, marking Mubadala’s expansion into private wealth management. This acquisition allows CI Financial to leverage Mubadala’s global network and resources, enhancing its strategic initiatives and expanding its U.S. subsidiary, Corient. The deal underscores a shared vision to innovate and grow in the asset and wealth management sector, maintaining CI’s independent operations while benefiting from Mubadala’s expertise and capital.

The most recent analyst rating on (TSE:CIX) stock is a Hold with a C$25.00 price target. To see the full list of analyst forecasts on CI Financial stock, see the TSE:CIX Stock Forecast page.

CI Financial Reports Q2 2025 Results and Announces Privatization Plan

CI Financial Corp. reported its financial results for the second quarter of 2025, highlighting a significant turnaround with a net income of $141.8 million compared to a net loss in the previous quarter. The company also noted a 12.6% year-over-year increase in total assets, reaching $550.9 billion. Despite a decline in adjusted net income and revenues due to lower asset management fees and a weaker U.S. dollar, CI Financial maintained its dividend payments and closed a $500 million debenture offering. Additionally, CI Financial is set to go private following a definitive agreement with Mubadala Capital, with the transaction expected to close by mid-August 2025.

The most recent analyst rating on (TSE:CIX) stock is a Hold with a C$17.00 price target. To see the full list of analyst forecasts on CI Financial stock, see the TSE:CIX Stock Forecast page.

CI Financial Set to Finalize Take-Private Deal with Mubadala Capital

CI Financial Corp. has announced the expected closing date for its take-private transaction with Mubadala Capital, following the receipt of all necessary regulatory approvals. The transaction, which involves Mubadala Capital acquiring all outstanding common shares of CI Financial, is anticipated to close around August 12, 2025, pending the fulfillment of customary closing conditions. This strategic move is expected to impact CI Financial’s operations and market positioning by aligning with Mubadala Capital’s global investment strategy.

The most recent analyst rating on (TSE:CIX) stock is a Hold with a C$17.00 price target. To see the full list of analyst forecasts on CI Financial stock, see the TSE:CIX Stock Forecast page.

CI Financial Reports Improved Q1 Results Amid Privatization Plans

CI Financial reported a first-quarter net loss of $8.5 million, a significant improvement from the previous quarter’s $405.4 million loss. Despite a slight decline in adjusted net income and revenues, the company saw a substantial increase in total assets, reaching $546.1 billion, driven by acquisitions in the U.S. wealth management sector. The company is undergoing a significant transition as it moves towards privatization through an arrangement with Mubadala Capital, expected to close in the third quarter of 2025. This strategic shift is likely to impact its operational dynamics and shareholder engagements, as evidenced by the exemption from holding an annual meeting.

The most recent analyst rating on (TSE:CIX) stock is a Hold with a C$17.00 price target. To see the full list of analyst forecasts on CI Financial stock, see the TSE:CIX Stock Forecast page.