Narrative updates are currently in beta.

Back to narrative

Tactical Alpha And Income Funds Will Shape Future Amid Uncertainty

AGF.B logo
AGF.B
AN
AnalystConsensusTarget
AnalystConsensusTarget
Not Invested
Published 11 Mar 2025

Update shared on30 Jul 2025

Fair value Increased 14%
Previous
AnalystConsensusTarget's Fair Value
CA$13.92
13.6% undervalued intrinsic discount
30 Jul
CA$12.03
Loading
1Y
51.9%
7D
-3.5%

Analysts have raised AGF Management’s price target to CA$13.92, citing improved earnings visibility, stronger asset inflows, disciplined cost management, and supportive market conditions.


Analyst Commentary


  • Bullish analysts cite improved earnings visibility and operational efficiency as key drivers for the price target increases.
  • Upward revisions are supported by recent positive trends in net asset inflows and growing assets under management.
  • Analysts highlight continued cost discipline and margin expansion as strengthening the company's profitability outlook.
  • Favorable market conditions and increased investor demand for AGF’s product offerings contribute to a more optimistic forecast.
  • Robust capital position and ongoing share buybacks are viewed as supportive of shareholder returns and valuation upside.

What's in the News


  • AGF Management announced the sudden passing of CEO Kevin McCreadie; Judy Goldring, previously President and Head of Global Distribution, has been appointed CEO effective immediately.
  • Judy Goldring brings over 30 years of industry experience and has served in various senior roles at AGF since 1998.
  • From March to May 2025, AGF repurchased 235,400 shares (0.36%) for CAD 2.4 million, completing the buyback announced in February 2025.

Valuation Changes


Summary of Valuation Changes for AGF Management

  • The Consensus Analyst Price Target has significantly risen from CA$12.26 to CA$13.92.
  • The Consensus Revenue Growth forecasts for AGF Management has significantly risen from 3.2% per annum to 4.6% per annum.
  • The Net Profit Margin for AGF Management has significantly risen from 11.38% to 13.72%.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.