Magna International (MGA)

• Market cap: $13.3B
• 1 day: 1.05%
• 5 days: 1.81%
• 1 month: 7.34%
• 3 months: 25.57%
• 6 months: 28.47%
• Year to date: 14.52%
• 1 year: 14.38%
• 5 years: 2.47%
• 10 years: -5.29%
• Sector: Consumer Discretionary
• Industry: Auto Parts

About: Magna International prides itself on an entrepreneurial culture and a corporate constitution that outlines the distribution of profits to various stakeholders. This automotive supplier's product groups include exteriors, interiors, seating, roof systems, body and chassis, powertrain, vision and electronic systems, closure systems, electric vehicle systems, tooling and engineering, and contract vehicle assembly. In 2024, 48% of Magna's USD 42.8 billion of revenue came from North America, while Europe accounted for approximately 37% and Asia the remainder. The firm's top six customers constituted 72.9% of revenue, with the top three being GM, Mercedes, and Ford. GM was the largest contributor at 15.4%. Magna was founded in 1957, has over 170,000 employees, and is based in Aurora, Ontario.

Employees: 170,000

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

135% more call options, than puts

Call options by funds: $129M | Put options by funds: $54.8M

21% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 112

20% more funds holding in top 10

Funds holding in top 10: 5 [Q1] → 6 (+1) [Q2]

14% more capital invested

Capital invested by funds: $6.82B [Q1] → $7.81B (+$987M) [Q2]

1.16% more ownership

Funds ownership: 66.75% [Q1] → 67.91% (+1.16%) [Q2]

5% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 56

1% less funds holding

Funds holding: 357 [Q1] → 353 (-4) [Q2]

Research analyst outlook

8 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $38
• Avg. target: $45
• High target: $52

8 analyst ratings

• positive: 2 25%
• neutral: 6 75%
• negative: 0 0%

CIBC	$47	Neutral Assumed	26 Aug 2025
TD Securities Brian Morrison	$52	Buy Maintained	5 Aug 2025
JP Morgan Ryan Brinkman	$48	Overweight Maintained	4 Aug 2025
Evercore ISI Group Chris McNally	$40	In-Line Maintained	4 Aug 2025
Barclays Dan Levy	$45	Equal-Weight Maintained	16 Jul 2025