AGF Management Limited
AGF-B.TO (TSX: AGF-B) TSXAt a glance
- Up 8.7% over the past year; the S&P/TSX Composite rose 20.0%.
- P/E 7.0 — lower than 58% of Financial Services peers (103 companies).
- Market cap $946.6M; average daily dollar volume $5.3M over the past 3 months — High liquidity.
- Pays a 3.57% trailing dividend yield (as of 2026-11-12).
- No published plan for this ticker.
- 1-year volatility 36.7% (annualized); largest fall from a peak over the past year -38.9%.
Price chart
Split- and dividend-adjusted. All three lines are rebased to 100 at the start of the range, so the chart compares moves, not prices. L marks a LONG plan, S a SHORT plan — each links to that session's day page.
Monthly closes (table version, last 5 years)
| Month | Close |
|---|---|
| 2024-10 | 10.42 |
| 2024-11 | 11.20 |
| 2024-12 | 10.67 |
| 2025-01 | 11.28 |
| 2025-02 | 11.91 |
| 2025-03 | 10.13 |
| 2025-04 | 10.26 |
| 2025-05 | 11.70 |
| 2025-06 | 13.22 |
| 2025-07 | 12.28 |
| 2025-08 | 12.26 |
| 2025-09 | 14.53 |
| 2025-10 | 13.98 |
| 2025-11 | 14.16 |
| 2025-12 | 16.28 |
| 2026-01 | 18.15 |
| 2026-02 | 20.52 |
| 2026-03 | 20.25 |
| 2026-04 | 16.20 |
| 2026-05 | 17.42 |
| 2026-06 | 20.16 |
| 2026-07 | 22.60 |
| 2026-08 | 21.66 |
| 2026-09 | 15.70 |
| 2026-10 | 14.65 |
| 2026-11 | 14.98 |
The Composite is proxied by XIU.TO (iShares S&P/TSX 60 Index ETF); the database holds no Composite index series. The sector fund is a fund, never the index.
Performance
Over the past year the stock is up 8.7% against +20.0% for the Composite — 11.3 points behind.
| Metric | 1W | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|---|---|
| Stock | +1.9% | -0.8% | -36.0% | -9.0% | -8.0% | +8.7% | — | — |
| Sector fund (XFN.TO) | +1.8% | +6.9% | -0.4% | +15.1% | +23.5% | +32.6% | +30.9% | +13.9% |
| Composite (XIU.TO, proxy) | +1.8% | +2.8% | -0.1% | +9.4% | +16.1% | +20.0% | +22.0% | +10.5% |
| Difference vs Composite | +0.1% | -3.6% | -36.0% | -18.4% | -24.1% | -11.3% | — | — |
3Y and 5Y are annualized from 3Y. The Composite is proxied by XIU.TO; the sector fund is iShares S&P/TSX Capped Financials Index ETF (XFN.TO).
Risk and trading
1-year volatility +36.7% (annualized); largest fall from a peak -38.9% (Aug 7, 2026 to Nov 6, 2026); beta 1.10 against the Composite (2Y weekly).
| Volatility (1Y, annualized) | +36.7% |
| Maximum drawdown (1Y) | -38.9% (Aug 7, 2026 to Nov 6, 2026) |
| Beta (2Y weekly, vs Composite) | 1.10 |
| Average daily volume (3M) | 296,408 |
| Dollar volume (3M, average per day) | $5.3M |
| Liquidity | High (High: $1M or more a day; Moderate: $100K or more; Low: under $100K, by average daily dollar volume.) |
Valuation
P/E 7.0 — lower than 58% of Financial Services peers (103 companies). The sector median P/E is 10.7.
| Multiple | Value | Against sector peers |
|---|---|---|
| P/E (TTM) | 7.0 | Lower than 58% of peers (103 companies; median 10.7) |
| Earnings yield | 14.22% | — |
| P/B | 0.76 | Lower than 73% of peers (101 companies; median 1.04) |
| P/S | Not available: Not available — needs TTM revenue; see financials. | — |
| EV/EBITDA | 5.6 | Lower than 55% of peers (44 companies; median 9.2) |
| Dividend yield | 3.57% | — |
| Payout ratio | Not available: Not available — no stored dividend history yet. | — |
Each multiple is shown against the sector median of the pages' universe as a percentile: "lower than 25% of peers" means the value sits below 25% of them. Valuation multiples are from the Nov 12, 2026 snapshot, and are always printed with that date.
More: dividend rate and earnings yield
Dividend rate: 0.54. Earnings yield is earnings per share divided by price — the inverse of P/E.
Financials
Revenue $553.1M in 2025 (TTM $610.0M); net income $128.6M; free cash flow $109.9M. Reporting currency: CAD.
| Metric | 2022 | 2023 | 2024 | 2025 | TTM |
|---|---|---|---|---|---|
| Revenue | $553.1M | $553.1M | $553.1M | $553.1M | $610.0M |
| Gross margin | 51.6% | 51.6% | 51.6% | 51.6% | — |
| Net income | $128.6M | $128.6M | $128.6M | $128.6M | $124.8M |
| Free cash flow | $109.9M | $109.9M | $109.9M | $109.9M | $210.0M |
| Diluted shares | 63,698,128 | 63,698,128 | 63,698,128 | 63,698,128 | — |
Revenue by year
Free cash flow by year
| Cash | $47.6M |
| Total debt | $121.4M |
| Debt-to-equity | 0.10 |
| Operating margin (latest snapshot, Nov 12, 2026) | 30.7% |
Figures as reported in stored financials; reporting currency CAD. Operating margin is not stored per year, so the latest snapshot value is shown. TTM covers 2025-11-30, 2026-02-28, 2026-05-31, 2026-08-31.
Dividends and splits
Pays a 3.57% trailing dividend yield (as of Nov 12, 2026). No splits on record.
| Year | Dividend per share |
|---|---|
| Not available: No stored dividend history yet. | |
Trailing yield 3.57% is the stored key-stats snapshot value (as of Nov 12, 2026) — the dividend history itself is not stored yet, so no history table is shown.
| Date | Action | Ratio |
|---|---|---|
| Not available: No splits on record for this ticker. | ||
Next ex-dividend date: Not available: No stored ex-dividend dates for equities. Prices on the chart are split- and dividend-adjusted (no splits on record, so nothing to adjust).
Ownership and dilution
Insiders bought 7 times and sold 0 times in the 90 days to Nov 12, 2026. Shares outstanding grew 0.0% over 1 year.
| Insider buys (90 days) | 7 |
| Insider sell (90 days) | 0 |
| Shares outstanding change (1Y) | 0.0% |
| Shares outstanding change (3Y) | 0.0% |
| Held by insiders | 25.53% |
| Held by institutions | 14.36% |
Counts are by filing date. Holdings are from the key-stats snapshot (as of Nov 12, 2026).
Recent insider trades (17)
| Filing date | Type | Name | Shares | Price | Value |
|---|---|---|---|---|---|
| Sep 28, 2026 | OTHER | AGF MANAGEMENT LTD. | 200,275 | 11.14 | $2.2M |
| Sep 25, 2026 | OTHER | AGF MANAGEMENT LTD. | 26,875 | 11.29 | $303K |
| Sep 25, 2026 | BUY | DOTTORI-ATTANASIO (LAURA LEE) | 12,500 | 11.35 | $142K |
| Sep 24, 2026 | OTHER | AGF MANAGEMENT LTD. | 325,200 | 11.41 | $3.7M |
| Sep 23, 2026 | OTHER | AGF MANAGEMENT LTD. | 26,875 | 12.13 | $326K |
| Sep 22, 2026 | OTHER | AGF MANAGEMENT LTD. | 26,875 | 13.16 | $354K |
| Sep 21, 2026 | OTHER | AGF MANAGEMENT LTD. | 26,400 | 13.29 | $351K |
| Sep 18, 2026 | OTHER | AGF MANAGEMENT LTD. | 26,000 | 13.36 | $347K |
| Sep 17, 2026 | OTHER | AGF MANAGEMENT LTD. | 137,200 | 13.53 | $1.9M |
| Sep 16, 2026 | OTHER | AGF MANAGEMENT LTD. | 26,875 | 13.62 | $366K |
| Sep 15, 2026 | OTHER | AGF MANAGEMENT LTD. | 17,375 | 13.49 | $234K |
| Sep 15, 2026 | BUY | AGF EMPLOYEE BENEFIT PLAN TRUST | 9,025 | 13.59 | $123K |
| Sep 14, 2026 | BUY | AGF EMPLOYEE BENEFIT PLAN TRUST | 26,300 | 14.27 | $375K |
| Sep 11, 2026 | BUY | AGF EMPLOYEE BENEFIT PLAN TRUST | 3,000 | 14.39 | $43K |
| Sep 10, 2026 | BUY | AGF EMPLOYEE BENEFIT PLAN TRUST | 26,875 | 14.41 | $387K |
| Sep 9, 2026 | BUY | AGF EMPLOYEE BENEFIT PLAN TRUST | 26,500 | 14.23 | $377K |
| Sep 8, 2026 | BUY | AGF EMPLOYEE BENEFIT PLAN TRUST | 8,300 | 14.48 | $120K |
Peers
Peers in Financial Services, by market cap: BRK.TO, JPM.TO, VISA.TO, BOFA.TO, RY.TO, MS.TO, WFCS.TO, GS.TO.
| Ticker | Price | 1Y % | Market cap | P/E | EV/EBITDA | Div yield | 1Y vol |
|---|---|---|---|---|---|---|---|
| BRK.TO | 42.48 | +15.8% | $1636.25B | 16.8 | -2.0 | 0.00% | +14.8% |
| JPM.TO | 43.50 | — | $1188.32B | 14.5 | — | — | +22.1% |
| VISA.TO | 38.10 | — | $1023.77B | 34.6 | — | — | +23.0% |
| BOFA.TO | 25.08 | — | $454.58B | 12.1 | — | — | +24.1% |
| RY.TO | 289.39 | +39.9% | $400.64B | 18.2 | — | 2.43% | +15.9% |
| MS.TO | 37.91 | — | $394.76B | 15.1 | — | — | +31.4% |
| WFCS.TO | 23.62 | — | $351.77B | 12.2 | — | — | +29.0% |
| GS.TO | 43.30 | — | $342.74B | 13.2 | — | — | +34.3% |
Each row links to its own page when one exists. Peer 1Y returns and volatility use raw closes; peer splits are unadjusted.
analiti.ca history
No published plans for this ticker.
| Date | Side | Entry | Stop | First exit | Exits | Outcome (full ladder) | First exit | Hold |
|---|---|---|---|---|---|---|---|---|
| Not available: No published plans for this ticker. | ||||||||
The full ladder is the headline method: 40/30/20% at the three exits, the last slice held to stop or end. First exit credits the whole position at the first exit level. Full history: the track record.
Superstock score
Latest score 39.6 (Nov 13, 2026). The score is the published Superstock screen score — nothing else.
| Date | Score |
|---|---|
| Nov 8, 2026 | 39.6 |
| Nov 9, 2026 | 39.6 |
| Nov 9, 2026 | 39.6 |
| Nov 10, 2026 | 40.9 |
| Nov 10, 2026 | 40.9 |
| Nov 10, 2026 | 40.9 |
| Nov 11, 2026 | 40.3 |
| Nov 11, 2026 | 40.3 |
| Nov 12, 2026 | 39.6 |
| Nov 12, 2026 | 39.6 |
| Nov 13, 2026 | 39.6 |
| Nov 13, 2026 | 39.6 |
Sector condition: Financial Services — Leading (as of Nov 5, 2026). Superstock screen.
Key dates
| Next earnings | Not available: No company release or exchange notice in the stored data — stored dates are Yahoo-sourced, so none is shown. |
| Last earnings | Not available: No earnings date stored. |
| Next ex-dividend | Not available: No stored ex-dividend dates for equities. |
The next earnings date is shown only from the company's own release or an exchange notice, with a link. The stored last-earnings date is Yahoo-sourced.
Sources and data notes
| Block | Source | As of |
|---|---|---|
| prices, chart, performance, risk | daily_prices (Yahoo) | Nov 12, 2026 |
| valuation, market cap, ownership | yahoo_key_stats snapshot | Nov 12, 2026 |
| financials | financials (Yahoo) | Aug 31, 2026 |
| plans, resolutions | published entries-*.json + track-record.json | Nov 12, 2026 |
| insiders | insider_trades (SEDI filings) | Nov 12, 2026 |
| splits | Split inventory (interim table) | Nov 5, 2026 |
| sector condition | conditions-2026-11-05.json | Nov 5, 2026 |
| Superstock score | superstock_checks + superstock.json | Nov 12, 2026 |
Not available rules. A field older than its freshness limit shows "not available", never a stale number: prices, 3 trading days; fundamentals, 120 days after the fiscal period end plus 45 days. Valuation multiples are always printed with their snapshot date.
Data file: /data/t/AGF-B.TO.json · Markdown twin: /t/AGF-B.TO.md
Facts and published history only. Plans are generated by a quant model.