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研究快讯:IAG第一季度:资产管理规模及财富管理业务推动核心盈利增长9%

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-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下:IAG公布季度核心稀释后每股收益为3.25加元(同比增长12%),核心盈利为2.98亿加元,同比增长9%。财富管理业务表现强劲,核心盈利达1.31亿加元,同比增长24%;而加拿大保险业务则因300万加元的意外损失而从1亿加元降至9600万加元。公司提前实现了2026年净资产收益率目标,达到17.5%,并通过将正常市场发行人回购额度提高至公众持股比例的8%以及将季度股息提高11%至1.10加元,提升了股东回报。受强劲的独立账户基金销售额(24亿加元)的推动,公司管理的资产规模达到3461亿加元(同比增长31%)。偿付能力比率达到134%,反映了公司稳健的内生资本增长,达到1.55亿加元,比上年增长3000万加元。我们相信,IAG在股票市场的显著布局和强大的分销网络使其能够持续增长,其独立账户和共同基金的销售额分别增长了23%和30%,充分展现了其产品组合的强大实力和广泛的市场覆盖。

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