iA Financial Corporation Inc. (TSX:IAG)

iA Financial Corporation Balance Sheet

Financials in millions CAD. Fiscal year is January - December.

Assets

Fiscal Year	TTM	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Period Ending	Jun 30, 2026	Dec 31, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021
Investments in Debt Securities	30,643	31,080	32,690	29,940	26,117	32,893
Investments in Equity & Preferred Securities	6,054	4,927	3,873	3,260	3,724	3,525
Policy Loans	-	-	-	-	-	1,040
Other Investments	1,896	1,761	1,509	981	867	938
Total Investments	41,466	40,584	41,118	37,950	34,753	42,653
Cash & Equivalents	2,378	2,262	1,566	1,379	1,358	1,546
Reinsurance Recoverable	3,430	3,287	3,382	2,312	2,048	2,404
Other Receivables	2,828	6,028	4,743	4,374	4,038	2,954
Separate Account Assets	72,119	63,047	52,575	41,837	37,334	39,577
Property, Plant & Equipment	340	333	317	320	337	369
Goodwill	1,831	1,799	1,490	1,318	1,318	1,267
Other Intangible Assets	2,271	2,278	1,964	1,847	1,784	1,708
Other Current Assets	694	2,116	1,963	2,046	1,291	1,464
Long-Term Deferred Tax Assets	861	775	459	270	112	27
Long-Term Deferred Charges	-	43	46	49	46	598
Other Long-Term Assets	6,114	256	238	144	9	92
Total Assets	134,332	122,808	109,861	93,846	84,428	94,659

Liabilities

Fiscal Year	TTM	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Period Ending	Jun 30, 2026	Dec 31, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021
Accounts Payable	-	1,534	1,360	1,381	1,077	1,669
Insurance & Annuity Liabilities	38,484	41,778	40,287	37,047	31,613	37,226
Unpaid Claims	-	3,159	2,959	2,633	2,422	-
Unearned Premiums	-	-	-	-	-	2,690
Reinsurance Payable	-	-	-	8	233	293
Current Portion of Long-Term Debt	2	2	485	175	193	635
Current Portion of Leases	-	26	21	19	20	21
Short-Term Debt	2,560	1,521	1,599	565	1,264	214
Current Income Taxes Payable	-	415	65	200	115	126
Long-Term Debt	2,000	1,502	1,500	1,586	1,763	1,658
Long-Term Leases	-	113	80	88	90	102
Long-Term Deferred Tax Liabilities	403	392	327	319	362	441
Separate Account Liability	72,119	63,047	52,575	41,837	37,334	39,577
Other Current Liabilities	840	653	696	561	466	2,465
Other Long-Term Liabilities	9,803	197	237	189	177	69
Total Liabilities	126,211	114,542	102,394	86,808	77,301	87,414

Shareholders' Equity

Fiscal Year	TTM	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Period Ending	Jun 30, 2026	Dec 31, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021
Common Stock	1,464	1,514	1,524	1,603	1,675	1,706
Additional Paid-In Capital	16	16	16	17	17	17
Retained Earnings	5,562	5,732	5,253	5,060	4,889	4,963
Comprehensive Income & Other	79	4	74	-17	21	34
Total Common Equity	7,121	7,266	6,867	6,663	6,602	6,720
Minority Interest	1,000	1,000	600	375	525	525
Shareholders' Equity	8,121	8,266	7,467	7,038	7,127	7,245
Total Liabilities & Equity	134,332	122,808	109,861	93,846	84,428	94,659

Additional Metrics

Fiscal Year	TTM	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Period Ending	Jun 30, 2026	Dec 31, 2025	Dec 31, 2024	Dec 31, 2023	Dec 31, 2022	Dec 31, 2021
Filing Date Shares Outstanding	88.38	91.74	93.5	99.64	104.77	107.56
Total Common Shares Outstanding	88.38	91.74	93.46	99.64	104.77	107.56
Total Debt	4,562	3,164	3,685	2,433	3,330	2,630
Net Cash (Debt)	-2,184	-902	-2,119	-1,054	-1,972	-1,084
Net Cash Growth	-	-	-	-	-	-
Net Cash Per Share	-23.87	-9.70	-22.07	-10.23	-18.43	-10.04
Book Value Per Share	80.57	79.21	73.48	66.87	63.01	62.48
Tangible Book Value	3,019	3,189	3,413	3,498	3,500	3,745
Tangible Book Value Per Share	34.16	34.76	36.52	35.11	33.41	34.82
Land	-	17	37	37	39	48

Data Source: S&P Global Market Intelligence Last updated: Jun 30, 2026

Financial data is provided by S&P Global Market Intelligence and updates within hours after each earnings release, which is every three months for this company.

Update frequency:

Quarterly

Last checked:

Aug 25, 2026

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