Update shared on 26 Nov 2025
Fair value Increased 3.22%Analysts have raised their price target for Canadian Tire Corporation from $174.91 to $180.55. They cite improved profit margin forecasts, even though expectations for revenue growth have moderated.
What's in the News
- Canadian Tire Corporation will initiate a share repurchase program in 2026, buying up to an additional $400 million in Class A Non-Voting shares (Key Developments).
- The company declared dividends of $1.80 per share payable in March 2026. This will increase its annual dividend for the 16th consecutive year to $7.20 per share, a 1.4% increase (Key Developments).
- Completion of a recent buyback tranche with 676,780 shares repurchased between June and September 2025. This represents 4.06% of shares under the current program (Key Developments).
- Launch of the first Hudson's Bay Stripes collection across Canadian Tire stores. This marks a major milestone after acquiring Hudson's Bay Company's brand assets (Key Developments).
- Expanded partnership with The Gord Downie & Chanie Wenjack Fund. All net proceeds from Hudson's Bay Point Blankets will support Indigenous-led initiatives through The Blanket Fund (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has risen slightly from CA$174.91 to CA$180.55.
- Discount Rate increased moderately from 9.96% to 10.25%.
- Revenue Growth has fallen from 0.38% to 0.25%.
- Net Profit Margin improved from 4.27% to 4.44%.
- Future P/E ratio decreased from 15.79x to 15.12x.
Disclaimer
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