Update shared on 29 Oct 2025
Fair value Increased 1.06%Fairfax Financial Holdings’ analyst price target has been increased from approximately C$2,680 to C$2,710. This change reflects updated analyst forecasts that account for the company’s adjusted growth outlook and discount rate assumptions.
Analyst Commentary
Recent updates from Street research point to growing optimism about Fairfax Financial Holdings’ valuation and growth fundamentals. Several analysts have revised their targets upward, demonstrating confidence in the company’s outlook.
Bullish Takeaways
- Bullish analysts have raised price targets for Fairfax Financial, reflecting improved expectations for earnings growth and operational execution.
- Continued Outperform ratings indicate confidence in the company's ability to navigate current market dynamics and deliver shareholder value.
- Revised valuations take into account higher growth forecasts and robust performance across key segments.
- The recent trend of upward price target revisions suggests positive momentum for future performance.
What's in the News
- Fairfax Financial Holdings announced a share repurchase program, authorizing the buyback of up to 2,187,316 Subordinate Voting Shares, or 9.73% of issued share capital. The program is valid through September 29, 2026 (Key Developments).
- The Board of Directors approved a new buyback plan on September 26, 2025 (Key Developments).
- From April 1, 2025 to June 30, 2025, the company repurchased 51,040 shares for $71.7 million. This brings the total repurchased under the current plan to 590,697 shares for $822.2 million (Key Developments).
- Fairfax Financial Holdings will redeem all outstanding Series G and Series H Preferred Shares on September 30, 2025, totaling CAD 250.0 million plus accrued dividends (Key Developments).
- Fairfax Financial Holdings was dropped from the S&P/TSX Preferred Share Index (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has risen slightly from approximately CA$2,680 to CA$2,710.
- Discount Rate increased marginally from 6.04% to 6.06%.
- Revenue Growth estimate remains essentially unchanged at 3.37%.
- Net Profit Margin is stable and is holding at around 6.92%.
- Future P/E ratio increased moderately from 15.75x to 16.02x.
Disclaimer
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