Price Chart

DATE TIME TYPE PERIOD REPORTED
EPS
ESTIMATED
EPS
SURPRISE
08/10/2022* -- Results Q2 2022 -- 0.82 --
08/10/2022* 10:00 EST Earnings Call Q2 2022 -- -- --
05/12/2022 -- Results Q1 2022 0.85 0.84 1.23%
05/12/2022 09:00 EST Earnings Call Q1 2022 -- -- --
02/22/2022 -- Results Q4 2021 0.87 0.85 2.04%
02/22/2022 10:00 EST Earnings Call Q4 2021 -- -- --
11/11/2021 -- Results Q3 2021 0.80 0.80 0.16%
11/11/2021 10:00 EST Earnings Call Q3 2021 -- -- --
*Estimated Date/Time

Earnings

Next Report Date 08/10/2022 (est.)
EPS Estimate Upgrade
Last Actual EPS Upgrade

Loading chart...
Last Report Date 05/12/2022
Beat/Miss Upgrade
Return Since 2.51%
Last FQE 03/31/2022
Next FQE 06/30/2022

Profile

Edit
CI Financial is a diversified provider of wealth management products and services, primarily in the Canadian market. The company had CAD 129.2 billion in fund assets under management, and another CAD 221.5 billion in assets under advisement, at the end of April 2022, making it one of the largest nonbank affiliated asset managers in Canada. The company operates primarily through CI Global Asset Management, which offers a broad selection of investment funds. On the wealth management side, the company operates through CI Assante Wealth Management, Aligned Capital Partners, CI Private Wealth, as well as a growing group of acquired U.S.-based advisors, providing financial advice primarily to high-net-worth individuals and families.
URL https://www.cifinancial.com
Investor Relations URL https://ir.cifinancial.com/
HQ State/Province Ontario
Sector Financial Services
Industry Asset Management
Equity Style Mid Cap/Value
Next Earnings Release Aug. 10, 2022 (est.)
Last Earnings Release May. 12, 2022
Next Ex-Dividend Date Jun. 29, 2022
Last Ex-Dividend Date Mar. 30, 2022

Dividends

Dividend Per Share (TTM) 0.72
2017
2018
2019
2020
2021
No data available
 
6.00%
4.00%
2.00%
 
Yield to Market 1.988
Yield to Sector 4.454
Yield to Industry 3.613
Last Dividend Amt. 0.18
Dividend Frequency Quarterly
Last Ex-Dividend Date Mar. 30, 2022
Yield (TTM) 4.90%
Forward Yield 4.90%
Payout Ratio 34.04%
Cash Payout Ratio 23.56%
Consistent Payer (5Y) No
Consistent Growth (5Y) Yes

Ownership

Insider Ownership Percentage Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Short Interest

Short Interest Upgrade
Percent of Shares Outstanding Short Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Total Returns Comparison

Edit comparables

Annual Total Returns Versus Peers

Edit comparables
Loading chart...
Name
2015
2016
2017
2018
2019
2020
2021
YTD
-1.39%
-0.82%
8.49%
-38.92%
30.23%
-23.90%
72.87%
-43.99%
-7.76%
21.36%
9.78%
-7.58%
21.93%
5.56%
28.04%
-4.04%
0.00%
0.00%
770.0%
-90.23%
-76.47%
-83.00%
-29.41%
-66.67%
--
--
--
-86.57%
-73.33%
336.7%
14.50%
-76.00%
--
--
--
--
--
--
-82.07%
-55.29%
--
--
--
--
--
--
--
-64.29%
As of May 20, 2022.

Profile

Edit
CI Financial is a diversified provider of wealth management products and services, primarily in the Canadian market. The company had CAD 129.2 billion in fund assets under management, and another CAD 221.5 billion in assets under advisement, at the end of April 2022, making it one of the largest nonbank affiliated asset managers in Canada. The company operates primarily through CI Global Asset Management, which offers a broad selection of investment funds. On the wealth management side, the company operates through CI Assante Wealth Management, Aligned Capital Partners, CI Private Wealth, as well as a growing group of acquired U.S.-based advisors, providing financial advice primarily to high-net-worth individuals and families.
URL https://www.cifinancial.com
Investor Relations URL https://ir.cifinancial.com/
HQ State/Province Ontario
Sector Financial Services
Industry Asset Management
Equity Style Mid Cap/Value
Next Earnings Release Aug. 10, 2022 (est.)
Last Earnings Release May. 12, 2022
Next Ex-Dividend Date Jun. 29, 2022
Last Ex-Dividend Date Mar. 30, 2022

Ownership

Insider Ownership Percentage Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Short Interest

Short Interest Upgrade
Percent of Shares Outstanding Short Upgrade
Jul '20
Nov '20
Mar '21
 
80.00%
40.00%
10.00%
 

Top Fund Holders

Symbol Dollars Invested % Weight
HEF.TO 878940.0 CAD 5.42%
AIM1598 40.47M CAD 2.95%
CIG90055 39.51M CAD 2.31%
AIM22560 55.36M CAD 1.95%
IPKW 1.936M CAD 1.93%
FID491 68.31M CAD 1.84%
XFC.TO 581680.0 CAD 1.58%
MMF9483 113.20M CAD 1.16%
FIE.TO 9.510M CAD 1.06%
FID455 37.51M CAD 0.48%
XFN.TO 3.961M CAD 0.29%

Top Portfolio Holders

0 of 0

Other Resources

Whale Wisdom 13F Filings
Seeking Alpha Call Transcripts
Morningstar Insider Trading
Nasdaq Institutional Ownership