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6-K ·Filed Sep 28, 2026

FRFHF

FAIRFAX FINANCIAL HOLDINGS LTD/ CAN
NEUTRAL
Impact 3/10
Horizonmonths Processed29d 9h ago SEC0001104659-26-111201
Notable filing: 6-K
Actionable Insight • Neutral

Monitor actual buyback execution rates and any subsequent earnings filings for capital return impact. The ASPP ensures continuity of repurchases, but the NCIB is a routine authorization with no immediate catalyst.

DirectionNeutral
Confidencehigh
Horizonmonths
Latest settled — T+20d
FRFHF ▲ +12.03% at T+20d
NEUTRAL call +12.03% · α vs SPY +12.06% · entry $1,563.78 → $1,751.86
Next anchor: T+60d in 8w
Entry = T+0 close
Sep 28, 2026
via day close
T+1d
+0.39%
call +0.39% · α +0.58%
$1,569.95
settled 28d ago
T+5d
-0.79%
call -0.79% · α -2.00%
$1,551.38
settled 22d ago
T+20d
+12.03%
call +12.03% · α +12.06%
$1,751.86
settled yesterday
T+60d
Pending
in 8w

Price Chart

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Executive Summary

Fairfax Financial Holdings announced a new Normal Course Issuer Bid (NCIB) to repurchase up to 2,025,315 Subordinate Voting Shares (approx. 10% of public float) and up to 950,000 Series K Preferred Shares over the next year, starting September 30, 2026. The company also entered into an Automatic Share Purchase Plan (ASPP) to allow purchases during blackout periods. This is a routine capital allocation move with no material financial data or earnings impact disclosed.

Key Facts

  • NCIB authorized to repurchase up to 2,025,315 Subordinate Voting Shares (approx. 10% of public float) and up to 950,000 Series K Preferred Shares (10% of public float) over one year starting September 30, 2026.
  • Under the prior NCIB, Fairfax purchased 1,593,566 Subordinate Voting Shares at a VWAP of Cdn.$2,280.87 over the last twelve months; no preferred shares were purchased.
  • An Automatic Share Purchase Plan (ASPP) was entered into with a designated broker to allow purchases during blackout periods.
  • No financial results, guidance, or material operational changes were disclosed in this filing.

Financial Impact

No financial figures disclosed; the NCIB authorizes up to 2,025,315 subordinate voting shares and 950,000 Series K preferred shares at market prices over the next year.

share countcapital allocation

Risk Factors

  • Buyback may not be fully executed; prior NCIB saw only ~73% of authorized subordinate voting shares purchased and zero preferred shares.
  • No financial or operational update provided; this filing is purely a capital allocation announcement.

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0001104659-26-111201
Document: tm2626192d1_6k.htm0001104659-26-111201
Document: 0001104659-26-111201-index-headers.html0001104659-26-111201
Document: 0001104659-26-111201-index.html0001104659-26-111201
Document: 0001104659-26-111201.txt0001104659-26-111201
7 reports for FRFHF
Performance horizon
67% Hit rate @ T+5 2 of 3 directional calls Went positive at some point 3 of 3 best @ T+5▲ +5.50%Oct 14, 2026
Filters
Rows
Reports for FRFHF — sortable, filterable
TypeNow
Oct 27, 2026
today
6-K
NEUTRAL ★ 2/10
$1,750.00awaiting T+5—$1,754.00 (+0.23%)
Oct 14, 2026
13d ago
6-K
BULLISH ★ 7/10
$1,699.00 $1,792.47▲ +5.50%▲ +6.52%$1,754.00 (+3.24%)
Oct 7, 2026
20d ago
6-K
BULLISH ★ 6/10
$1,545.00 $1,602.80▲ +3.74%▲ +4.72%$1,754.00 (+13.53%)
Sep 28, 2026
29d ago
6-K
NEUTRAL ★ 3/10
$1,563.78 $1,551.38▼ −0.79%▼ −2.00%$1,754.00 (+12.16%)
Jul 24, 2026
13w ago
6-K
NEUTRAL ★ 2/10
$1,690.80 $1,677.00▼ −0.82%▼ −3.33%$1,754.00 (+3.74%)
Jun 22, 2026
18w ago
6-K
NEUTRAL ★ 4/10
$1,577.00 $1,646.22▲ +4.39%▲ +4.84%$1,754.00 (+11.22%)
Jun 16, 2026
19w ago
6-K
BULLISH ★ 6/10
$1,628.00 $1,618.92▼ −0.56%▲ +1.36%$1,754.00 (+7.74%)
Showing 7 of 7

US Market Status

Market Closed — Opens Wed (< 1m)

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Report published Sep 28, 2026