Below are the most “talked about” Financial Stocks on the BWI Shareholder Confidence Index based on our daily consultations with global investors.
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Commitment to Own the Name in the Year Ahead Changes in Investor Confidence Scores – FIG Sector
(YE 1Q 2025 as of January 31th vs. YE 4Q 2024)
Legend:
Increase: Higher Quality Metric Score Compared to Result from 4Q 2024
Static: Unchanged Quality Metric Score Compared to Result from 4Q 2024
Decrease: Lower Quality Metric Score Compared to Result from 4Q 2024
Arthur J. Gallagher & Co.
Increase: Commitment to Own the Name in the Year Ahead, Strategy, CFO, Long Term Growth, Balance Sheet, Momentum of Investor Confidence, Price Appreciation Potential
Static: Short-Term Growth, Transparency/Disclosure, CEO
Decrease: Board of Directors
“I’ll give Arthur J. Gallagher credit. They didn’t overpay for their recent acquisition. They’re being opportunistic at the right time.”
“Arthur J. Gallagher’s CFO, Douglas Howell, is fundamentally the best in the business.”
Canadian Imperial Bank of Commerce
Increase: Commitment to Own the Name in the Year Ahead, Strategy, CEO, Transparency/Disclosure, Board of Directors, Long Term Growth, CFO, Senior Management, Balance Sheet,
Static: Short Term Growth, Momentum of Investor Confidence
Decrease: Price Appreciation Potential
“Initially, CIBC was viewed with skepticism, but as time has passed, it has become evident that they’ve managed to navigate challenges effectively. This is particularly surprising considering the hurdles faced by other banks. CIBC’s remarkable resilience in handling periods of elevated expense growth sets them apart. By maintaining a clear and focused strategy, they’ve avoided many of the pitfalls affecting their peers.”
“I met with the Canadian Imperial Bank of Commerce’s board. They really think outside the box. I was impressed by their diversity of thought, experience, backgrounds, and level of preparedness.”
“Canadian Imperial Bank of Commerce’s CEO, Victor Dodig, does not get enough credit. He does a good job.”
Aviva Plc
Increase: CEO, Commitment to Own the Name in the Year Ahead, Price Appreciation Potential, Board of Directors, Long Term Growth, Momentum of Investor Confidence
Static: Strategy, Transparency/Disclosure, Senior Management
Decrease: CFO, Balance Sheet
“Aviva’s CEO, Amanda Blanc, is phenomenal.”
“Aviva’s CEO Amanda Blanc has done an impressive job in turning around the company. Aviva was a consistently underperforming stock before her arrival, but she took decisive actions to improve its performance. Her efforts have paid off, and she has shown remarkable strength and leadership.”
About Brendan Wood International:
Brendan Wood International (BWI), formed in 1970, is a private advisory group which originates performance investigation programs in the capital markets. Relying on its real time intelligence, BWI advises public companies, institutional and activist investors, investment banks and broker dealers on strategy, performance and recruitment of TopGun talent. Big cap companies looking for comprehensive investor confidence data on their organizations are likely to discover that Brendan Wood partners consult with their investors non stop year round. There are 2000+ live consultations with investment professionals overseeing +/- $60 trillion invested in the +/- 1400 big cap companies on the BWI Index. Investors depend on BWI to quantify the demand side of the investment industry, including the name by name research sales and trading professionals who influence investor demand. The firm’s partners have formally presented at 1000+ C level strategy meetings and corporate off-sites in fifty cities. Brendan Wood founded the exclusive TopGun Club, a performance based institution.
Disclaimer:
We wish to emphasize that all reports, evaluations and assessments contained herein, represent Brendan Wood International’s subjective judgment and opinions, based on our years of experience and on information obtained by us in the course of our research. Much of the factual information contained in the reports has been obtained by us from third parties on whose responses we have relied in good faith, independent verification by Brendan Wood International being, under the circumstances, impossible. While we believe that you will find our reports to be an invaluable tool in formulating your own strategies and judgments, the foregoing should be borne in mind. This report is not meant as investment advice and should not be interpreted as advising on the value of a company’s securities, the advisability of investing in, purchasing or selling any company’s securities or any other conclusion relating to investment/divestiture of a company’s securities. Finally, this report is not intended as an offer or solicitation for the purchase or sale of any company’s securities.
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Brendan Wood International
+1 416 924 8110
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Brendan Wood International
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