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Olympia Financial Group Inc. Stock AnalysisComprehensive stock analysis for Olympia Financial Group Inc. (OLY.TO) including live price, Snowflake performance metrics, financial statements, and investment research.Stock AnalysisOLY.TO
OLY.TO
Olympia Financial Group Inc.
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
OLY.TO
Home🔹Stocks🔹Olympia Financial Group Inc.

Olympia Financial Group Inc.

FRC Coverage
OLY.TO•TSX

Olympia Financial Group Inc.

FRC Coverage
OLY.TO•TSX
Sentiment

Your view on OLY.TO

Sentiment
Your view
OLY.TO
Olympia Financial Group Inc.
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
OLY.TO
Company Overview

Overview

What the company does, where it operates, and who runs it.

*Olympia Financial Group Inc. has paid FRC a fee for research coverage and distribution of reports.

About Olympia Financial Group Inc.

Industry
Asset Management
Sector
Financial Services
CEO
Richard K. Skauge
Headquarters
520 – 3 Avenue SW, Calgary, AB, CA
Industry
Asset Management
Sector
Financial Services
CEO
Richard K. Skauge
Headquarters
520 – 3 Avenue SW, Calgary, AB, CA
Description

Olympia Financial Group Inc., through its subsidiary, Olympia Trust Company, operates as a non-deposit taking trust company in Canada. The company operates through six segments: Investment Account Services; Corporate and Shareholder Services; Currency and Global Payments; Private Health Services Plan; and Exempt Edge divisions. The Investment Account Services division specializes in self-directed registered plans administration. The Corporate and Shareholder Services division provides transfer agency and corporate trust services to public and private issuers. The Currency and Global Payments division provides corporations and private clients a personalized service for buying and selling foreign currencies. The Private Health Services Plan division markets, sells, and administers health and dental benefits to business owners. The Exempt Edge division provides information technology to exempt market dealers, registrants, and issuers.

FRC Research
Buy
Fair Value Estimate
CAD$158.24

AI Resilience & Client Asset Growth Beat

Report · May 22, 2026

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FRC Research
Buy
Fair Value Estimate
CAD$158.24

AI Resilience & Client Asset Growth Beat

Report · May 22, 2026

Sign in to view

FRC Research

Research Reports

FRC analyst coverage and recommendations.

Past Reports

Historical coverage archive.

Analyst Notes

Ongoing commentary and updates from FRC analysts.

Media

Infographics, videos, and posts covering the company.

Financial Data

Stock Data

Price chart, volume, and trading data.

Fair Value

What FRC thinks the stock is worth vs. the current price.

FRC's fair value estimate for Olympia Financial Group Inc., and the rating behind it. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.

Financial Ratios

Profitability, returns, valuation, and leverage ratios.

Valuation, profitability, liquidity and leverage ratios for Olympia Financial Group Inc.. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.

Dividend Analysis

Yield, payout ratio, and dividend coverage metrics.

Dividend history, yield and payout sustainability for Olympia Financial Group Inc.. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.

Earnings Analysis

EPS history, beat rate, and upcoming earnings reports.

Reported vs. expected earnings history for Olympia Financial Group Inc.. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.

Financial Statements

Income statement, balance sheet, and cash flow statements.

Income statement, balance sheet and cash flow history for Olympia Financial Group Inc.. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.

Peer Comparison

Comparables

List of peer companies in the same industry.

Olympia Financial Group Inc. valued side by side against its closest peers. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.

Ownership & News

Institutional Ownership

Which funds and firms own the stock.

Which institutions hold Olympia Financial Group Inc., and how their positions are changing. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings.

Insider Trading

Recent buying and selling by company executives.

Buying and selling by Olympia Financial Group Inc. executives and directors. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned.

Senate Trading

U.S. Senator disclosures filed under the STOCK Act.

U.S. Senate disclosures naming Olympia Financial Group Inc.. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely.

House Trading

U.S. Representative disclosures filed under the STOCK Act.

U.S. House of Representatives disclosures naming Olympia Financial Group Inc.. Representatives' reported transactions in this security, shown next to the company's fundamentals.

News

Latest headlines and market coverage.

Latest headlines and company announcements for Olympia Financial Group Inc.. Press releases and market coverage, newest first.

Research Reports

10 reports

*Olympia Financial Group Inc. has paid FRC a fee for research coverage and distribution of reports.

May 22, 2026

AI Resilience & Client Asset Growth Beat

Olympia Financial Group Inc. shows resilience with a 5% YTD increase while trading at a 20% discount to sector average. Key growth catalysts are identified.

Thumbnail for AI Resilience & Client Asset Growth Beat
Mar 11, 2026

2025 Beat Despite Rate Softness; AI-Proof Advantage

Olympia Financial Group Inc. reports a 19% valuation discount while interest revenue stabilizes amid steady rates and potential Ontario expansion.

Thumbnail for 2025 Beat Despite Rate Softness; AI-Proof Advantage
Nov 19, 2025

Mixed Results with Services Strength and Interest Revenue Pressure

Q3 revenue declined 6% YoY, compared to a 1% drop in H1, driven by lower interest on unallocated client capital and coming in 3% below our...

Thumbnail for Mixed Results with Services Strength and Interest Revenue Pressure
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1 report
Nov 28, 2023

Canada’s Premier Administrator of Registered Plans for Alternative Investments – Initiating Coverage

PDF
8 notes

*Olympia Financial Group Inc. has paid FRC a fee for research coverage and distribution of reports.

Aug 4, 2026·1 week agoLatest
Company Announcement

Continues Non-Core Asset Divestiture Strategy

FRC Analyst's Comment

OLY has sold of its Raisr software business as part of its strategy to divest non-core assets, and sharpen its focus on its flagship trust, custody, and administration businesses. Raisr generated $1.58M in revenue in 2025, representing just 1.6% of total company revenue. While the sale price was not disclosed, the company's earlier sale of its FORX business was completed at 0.6x revenue, suggesting Raisr may have been sold for a similar multiple (approximately $1M). We believe the divestiture should simplify operations, while allowing management to focus capital and execution on its higher-priority businesses.

Aug 4, 20261 week agoLatest
Jul 20, 2026·3 weeks ago
Company Announcement

Reorganization at an Attractive Implied Valuation

FRC Analyst's Comment

OLY has entered a reorganization agreement to terminate its management agreements. OLY will pay ~$50M ($45M in cash + $5M shares), funded primarily through a credit facility. Management expects the transaction to simplify its compensation structure and reduce annual executive compensation from ~$18M to $3-$4M.

Based on expected annual savings of ~$15M, the company is effectively paying 3.3x for incremental EBITDA, well below the financial services sector average of 11.5x (Source: S&P Capital IQ). While leverage will increase, we believe the debt is manageable given OLY's debt-free balance sheet. Overall, we view the transaction as highly positive, driven by significant recurring cost savings, and an attractive valuation. The transaction is subject to shareholder, court, TSX, and regulatory approvals.

Jul 20, 20263 weeks ago
Jun 1, 2026·2 months ago
Company Announcement

Cuts Dividend Despite Strong Core Business

FRC Analyst's Comment

Olympia reduced its monthly dividend by 17% to $0.50/share ($6.00 annualized). We did not anticipate the cut, as our models suggested the company could have maintained its previous dividend.

We believe management has adopted a more conservative stance following mixed Q1 results. Client assets increased 4% QoQ to $13.7B, and core services revenue rose 8% YoY, indicating the company's core business remains strong. However, total revenue declined 8% YoY, and adjusted EPS fell 43% YoY, largely due to lower interest income on unallocated client capital, a cyclical factor that is mostly outside management's control.

OLY is down 10% since the announcement, leaving the yield largely unchanged at ~6%.

Jun 1, 20262 months ago
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