Research analysts who have asked questions during FAIRFAX FINANCIAL HOLDINGS LTD/ CAN earnings calls.
TM
Tom MacKinnon
BMO Capital Markets
7 questions for FRFHF
Also covers: CIXXF, GRWTF, GWLIF +3 more
SH
Scott Heleniak
RBC Capital Markets
5 questions for FRFHF
Also covers: BOW, BRO, GSHD +8 more
NP
Nikolaus Priebe
CIBC
4 questions for FRFHF
Also covers: BAM, BBU, CIXXF
AG
Andrew Goffe
Goffe Holdings
3 questions for FRFHF
Daniel Baldini
Oberon
2 questions for FRFHF
Jaeme Gloyn
National Bank Financial
2 questions for FRFHF
Also covers: BAM, BBU, BN
SB
Stephen Boland
Raymond James
2 questions for FRFHF
Also covers: CIXXF
AL
Asif Lalani
Indiscernible Capital
1 question for FRFHF
Recent press releases and 8-K filings for FRFHF.
AM Best Assigns Credit Ratings to Southbridge
FRFHF
- AM Best has assigned a Financial Strength Rating (FSR) of A (Excellent) and a Long-Term Issuer Credit Rating (ICR) of "a" (Excellent) to Southbridge Compañía de Seguros Generales S.A., with a stable outlook.
- The ratings are supported by Southbridge's very strong balance sheet strength, adequate operating performance, neutral business profile, and appropriate enterprise risk management.
- Southbridge's net results improved significantly from $6.7 million in 2020 to $25.1 million by the end of 2025, driven by prudent underwriting and a consistent focus on profitability.
- The company holds the sixth position in the general insurance segment in Chile, with 5.9% of the market based on gross premiums written, having improved from tenth place in 2016.
13 hours ago
Dream Impact Trust Provides Business Update and Strategic Initiatives
FRFHF
New Projects/Investments
Debt Issuance
Guidance Update
- Dream Impact Trust's board approved a five-year strategic plan aiming for the Trust to own approximately 2,300 residential rental units by 2030, with multi-family assets comprising 90% of its value and significant reliance on CMHC financing.
- Construction has commenced on 49 Ontario, a 1,226-unit development including 308 affordable units, with 20-year government-affiliated financing secured and a 10% project interest sold for $6.5 million.
- The Trust expects to reduce its land loan exposure by over 60% from $237 million at the beginning of 2025 to $87 million by the end of 2026.
- The Dream Loan from Dream Asset Management Corporation is expected to be upsized to $50 million in early 2026, and the maturity date of the 2026 Debentures has been extended from July 31, 2026, to July 31, 2031, with the interest rate changing from 5.50% to 6.50%.
- The 2026 asset management fee of approximately $3.6 million will be settled through the issuance of unsecured convertible debentures to preserve liquidity.
Jan 7, 2026, 11:09 PM
Fairfax Financial Holdings Discloses Significant Stake in Under Armour
FRFHF
New Projects/Investments
M&A
- Fairfax Financial Holdings has disclosed a 22% stake in Under Armour, holding nearly 42 million shares.
- This stake, revealed in a 13D filing and reported as of December 3, is approximately 36 million shares higher than its previously disclosed holding.
- Following this news, Under Armour shares jumped as much as 7.2% in late trading and were up about 3% in Tuesday premarket action.
Jan 5, 2026, 10:59 PM
Fairfax Financial Holdings Sells Common Shares of Orla Mining Ltd.
FRFHF
New Projects/Investments
- Fairfax Financial Holdings Limited sold 25,000,000 common shares of Orla Mining Ltd. at a price of CDN$17.6435 per Common Share.
- The sale generated aggregate proceeds of approximately CDN$441.1 million (US$316.1 million) and was undertaken to rebalance investment portfolios of Fairfax's insurance company subsidiaries.
- Following the sale, Fairfax's beneficial ownership in Orla Mining Ltd. decreased from approximately 16.7% to 9.4% on a non-diluted basis, and from approximately 26.3% to 19.8% on a partially-diluted basis.
Dec 5, 2025, 9:05 PM
Helios Fairfax Partners Corporation Announces Q3 2025 Financial Results
FRFHF
Earnings
New Projects/Investments
- Helios Fairfax Partners Corporation reported net earnings of $9.7 million for the third quarter of 2025, compared to $11.6 million in the second quarter of 2025 and $4.0 million in the third quarter of 2024.
- The company's book value per share increased to $4.05 as of September 30, 2025, up from $3.96 in the second quarter of 2025, primarily due to unrealized gains related to Helios Managed Investments and TopCo LP Class A and B Limited Partnership Interests.
- For the first nine months of 2025, Helios Fairfax Partners Corporation achieved net earnings of $22.1 million, a significant improvement from a net loss of $17.2 million in the comparable period of 2024.
- During the third quarter of 2025, the company committed to investing $20.0 million in Helios Fund V and funded $0.6 million in capital calls for the fund.
Nov 11, 2025, 10:44 PM
Fairfax Financial Holdings Limited Announces Q3 2025 Financial Results
FRFHF
Earnings
M&A
Share Buyback
- Fairfax Financial Holdings Limited reported net earnings of $1,151.7 million ($52.04 net earnings per diluted share) for the third quarter of 2025, an increase from $1,030.8 million ($42.62 net earnings per diluted share) in the third quarter of 2024.
- The company's book value per basic share increased to $1,203.65 at September 30, 2025, from $1,059.60 at December 31, 2024, representing a 15.1% increase adjusted for the common share dividend paid.
- Property and casualty insurance and reinsurance operations achieved a consolidated combined ratio of 92.0% and underwriting profit of $540.3 million on an undiscounted basis in Q3 2025.
- Fairfax announced an agreement to sell an 80.0% interest in Eurolife's life insurance operations for approximately $940 million.
- In the first nine months of 2025, the company purchased 541,794 subordinate voting shares for cancellation at an aggregate cost of $856.8 million.
Nov 6, 2025, 10:12 PM
Fairfax Financial Holdings Limited Announces Q3 2025 Financial Results and Strategic Transactions
FRFHF
Earnings
M&A
Debt Issuance
- Fairfax Financial Holdings Limited reported net earnings of $1,151.7 million ($52.04 per diluted share) in Q3 2025, an increase from $1,030.8 million ($42.62 per diluted share) in Q3 2024.
- The company's book value per basic share reached $1,203.65 at September 30, 2025, reflecting a 15.1% increase since December 31, 2024 (adjusted for the Q1 2025 dividend).
- Property and casualty insurance and reinsurance operations achieved a consolidated undiscounted combined ratio of 92.0% and an undiscounted underwriting profit of $540.3 million in Q3 2025.
- Net gains on investments for Q3 2025 totaled $426.2 million, primarily driven by $524.6 million in net gains on common stocks.
- Fairfax announced an agreement to sell its 80.0% interest in Eurolife's life insurance operations for approximately $940 million and concurrently acquire a 45.0% equity interest in ERB Asfalistiki for approximately $68 million.
Nov 6, 2025, 10:02 PM
Fairfax Financial Holdings Limited announces sale of Eurolife Life Insurance operations
FRFHF
M&A
New Projects/Investments
- Fairfax Financial Holdings Limited has entered into a term sheet to sell its 80% equity interest in the life insurance business operated by Eurolife FFH Insurance Group Holdings S.A. to Eurobank for €813 million.
- Concurrently, Fairfax will acquire a 45% equity interest in ERB Asfalistiki, Eurobank's property and casualty insurance business in Cyprus, for €59 million, while maintaining its 80% equity interest in Eurolife's property and casualty insurance business.
- These proposed transactions are subject to customary closing conditions and are expected to close in the first quarter of 2026.
Oct 14, 2025, 8:01 PM
Fairfax to Sell Eurolife Life Insurance Stake to Eurobank
FRFHF
M&A
New Projects/Investments
Management Change
- Fairfax Financial Holdings Limited has entered into an agreement to sell its 80% equity interest in Eurolife FFH Insurance Group Holdings S.A.'s life insurance business to Eurobank Ergasias Services and Holdings S.A. for €813 million.
- Fairfax will maintain its 80% equity interest in Eurolife's property and casualty insurance business and will acquire a 45% equity interest in ERB Asfalistiki, Eurobank's property and casualty insurance business in Cyprus, for €59 million.
- The proposed transactions are expected to close in the first quarter of 2026 and will result in Alexandros Sarrigeorgiou becoming Executive Chairman and Vassilis Nikiforakis becoming Managing Director and CEO of Eurolife's general insurance business.
Oct 13, 2025, 6:03 AM
The Keg Royalties Income Fund Announces Q2 2025 Results and Acquisition Completion
FRFHF
Earnings
M&A
Delisting/Listing Issues
- The Keg Royalties Income Fund announced its financial results for the three months ended June 30, 2025, with Royalty Pool Sales increasing 0.9% to $176.8 million for the quarter and 4.0% to $370.6 million year-to-date.
- Distributable Cash for the quarter was $0.267 per Fund unit, a 5.2% decrease, and the Payout Ratio was 106.3%.
- The Fund's units were acquired by a subsidiary of Fairfax Financial Holdings Limited for $18.60 per unit in cash.
- The acquisition was approved by over 98% of unitholder votes on August 1, 2025, and the transaction closed on August 13, 2025.
- The units were delisted from the Toronto Stock Exchange as of the close of trading on August 12, 2025.
Aug 13, 2025, 9:19 PM
Quarterly earnings call transcripts for FAIRFAX FINANCIAL HOLDINGS LTD/ CAN.
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