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Insignia Financial Stock IFL.AX

Price

4.50
Today +/-
+0.00
Today %
+0.11 %

Insignia Financial stock price

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Weekly
Details

Price

ⓘ

Overview

The Quote Chart provides detailed and dynamic insights into the Insignia Financial stock's performance, showcasing daily, weekly, or monthly aggregated quotes. Users can switch between different time frames to analyze the stock's progression meticulously and make informed investment decisions.

Intraday Feature

The intraday feature provides real-time data, allowing investors to view the Insignia Financial stock’s price fluctuations within the trading day, facilitating timely and strategic investment decisions.

Total Return and Relative Price Change

View the total return of the Insignia Financial stock to gauge its profitability over time. The relative price change, based on the first quote available in the selected timeframe, offers insights into the stock’s performance, assisting in evaluating its investment potential.

Interpretation and Investment

Utilize the comprehensive data presented in the Quote Chart to analyze Insignia Financial's market trends, price movements, and potential returns. Make informed investment choices by comparing different time frames and evaluating intraday data for optimized portfolio management.

Insignia Financial Stock Price History

DateInsignia Financial Price
10/6/20254.50 undefined
10/3/20254.49 undefined
10/2/20254.49 undefined
10/1/20254.50 undefined
9/30/20254.50 undefined
9/29/20254.49 undefined
9/26/20254.49 undefined
9/25/20254.49 undefined
9/24/20254.49 undefined
9/23/20254.49 undefined
9/22/20254.51 undefined
9/19/20254.51 undefined
9/19/20254.30 undefined
9/17/20254.52 undefined
9/16/20254.52 undefined
9/15/20254.51 undefined
9/12/20254.51 undefined
9/11/20254.50 undefined
9/10/20254.51 undefined
9/9/20254.51 undefined
9/8/20254.50 undefined

Insignia Financial Revenue, EBIT, Net Income

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  • 25 Years

  • Max

Revenue
EBIT
Net Income
Details
Details

Revenue, EBIT and Profit

ⓘ

Understanding Revenue, EBIT, and Income

Gain insights into Insignia Financial, a comprehensive overview of its financial performance can be obtained by analyzing the Revenue, EBIT, and Income chart. Revenue represents the total income generated by Insignia Financial from its primary operations, showcasing the company’s ability to attract and retain clients. EBIT, or Earnings Before Interest and Taxes, indicates the company’s operational profitability, free from the influence of tax and interest expenses. The Income section reflects Insignia Financial’s net earnings, an ultimate measure of its financial health and profitability.

Yearly Analysis and Comparisons

Observe the yearly bars to understand the annual performance and growth of Insignia Financial. Compare the Revenue, EBIT, and Income to evaluate the company’s efficiency and profitability. A higher EBIT compared to the previous year suggests an improvement in operational efficiency. Likewise, an increase in Income indicates enhanced overall profitability. Analyzing the year-to-year comparison assists investors in understanding the company’s growth trajectory and operational efficiency.

Utilizing Expectations for Investment

The expected values for the forthcoming years offer investors a glimpse into Insignia Financial’s anticipated financial performance. Analyzing these projections alongside historical data aids in making informed investment decisions. Investors can gauge the potential risks and returns, aligning their investment strategies accordingly to optimize profitability and mitigate risks.

Investment Insights

Leveraging the comparison between Revenue and EBIT helps in assessing Insignia Financial’s operational efficiency, while the Revenue and Income comparison reveals the net profitability after accounting for all expenses. Investors can derive valuable insights by meticulously analyzing these financial parameters, laying the foundation for strategic investment decisions aimed at capitalizing on Insignia Financial’s growth potential.

Insignia Financial Revenue, EBIT and net profit per share

DateInsignia Financial RevenueInsignia Financial EBITInsignia Financial Net Income
2031e1.35 B undefined0 undefined0 undefined
2030e1.33 B undefined413.76 M undefined308.19 M undefined
2029e1.4 B undefined438.63 M undefined304.75 M undefined
2028e1.39 B undefined424.7 M undefined287.75 M undefined
2027e1.41 B undefined405.05 M undefined252.45 M undefined
2026e1.4 B undefined371.18 M undefined233.44 M undefined
20251.58 B undefined298 M undefined16.1 M undefined
20241.94 B undefined279.9 M undefined-185.3 M undefined
20232 B undefined261.8 M undefined51.4 M undefined
20222.16 B undefined231.9 M undefined36.8 M undefined
20211.3 B undefined172.3 M undefined-142.6 M undefined
20201.1 B undefined134.1 M undefined141.2 M undefined
20191.12 B undefined240.08 M undefined28.56 M undefined
2018817.09 M undefined218.84 M undefined88.3 M undefined
2017954.34 M undefined222.21 M undefined115.99 M undefined
2016962.69 M undefined204.88 M undefined196.85 M undefined
2015974.78 M undefined206.75 M undefined138.37 M undefined
2014815.7 M undefined160.9 M undefined101.3 M undefined
2013770.1 M undefined138.2 M undefined79.8 M undefined
2012676.6 M undefined113.8 M undefined19.4 M undefined
2011727.9 M undefined145 M undefined99.5 M undefined
2010741.1 M undefined131.9 M undefined68.4 M undefined
2009364.2 M undefined101.2 M undefined15.8 M undefined
2008404.1 M undefined133.5 M undefined23.3 M undefined
2007478.2 M undefined58.8 M undefined22.3 M undefined
2006403.5 M undefined53.5 M undefined23.3 M undefined

Insignia Financial Income Statement, Balance Sheet, Cash Flow Statement

  • Simple

  • Expanded

  • Income Statement

  • Balance Sheet

  • Cashflow

 
REVENUE (B)
REVENUE GROWTH (%)
GROSS MARGIN (%)
GROSS INCOME (B)
NET INCOME (M)
NET INCOME GROWTH (%)
DIV. ()
DIV. GROWTH (%)
SHARES (M)
DOCUMENTS
20012002200320042005200620072008200920102011201220132014201520162017201820192020202120222023202420252026e2027e2028e2029e2030e2031e
0.090.120.160.20.240.40.480.40.360.740.730.680.770.820.970.960.950.821.121.11.32.1621.941.581.41.411.391.41.331.35
-32.9731.4024.5323.2365.1618.61-15.48-9.90103.57-1.89-7.0213.915.8419.51-1.23-0.83-14.3637.09-1.7918.3665.59-7.10-3.20-18.46-11.450.57-1.490.94-4.931.73
1,513.191,138.02866.04695.45564.34341.69288.08340.84378.3060.0562.1762.5763.2562.4566.6366.7467.3070.5058.1356.6462.0668.9772.4473.4487.1098.3697.8099.2898.36103.46101.70
0000000000.450.450.420.490.510.650.640.640.580.650.620.811.491.451.421.38000000
81534416523222315689919791011381961158828141-1423651-185162332522873043080
-87.50126.6720.5958.54-64.62-4.354.55-34.78353.3345.59-80.81315.7927.8536.6342.03-41.33-23.48-68.18403.57-200.71-125.3541.67-462.75-108.651,356.258.1513.895.921.32-
-----0.510.390.430.390.280.510.540.490.590.660.740.680.710.690.370.280.300.280.19-1.882.042.412.492.53-
000000-23.5310.26-9.3-28.2182.145.88-9.2620.4111.8612.12-8.114.41-2.82-46.38-24.327.14-6.67-32.14008.5118.143.321.610
49.249.249.257.363.964.564.86996.1230.9231.9232.6234.2234.8292.1326.66326.27363.54380.52380.89589.3652.2658.1664.5668000000
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
Details

Keystats

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Revenue and Growth

The Insignia Financial Revenue and Revenue Growth are pivotal to understanding the company's financial health and operational efficiency. A consistent increase in revenue indicates a company’s ability to effectively market and sell its products or services, while the revenue growth percentage offers insights into the pace at which the company is expanding over the years.

Gross Margin

The Gross Margin is a crucial metric that showcases the percentage of revenue exceeding the cost of goods sold (COGS). A higher gross margin is indicative of a company’s efficiency in controlling its production costs, thereby promising potential profitability and financial stability.

EBIT and EBIT Margin

EBIT (Earnings Before Interest and Taxes) and EBIT Margin offer deep insights into a company’s profitability, excluding the impacts of interest and taxes. Investors often assess these metrics to gauge the operational efficiency and inherent profitability of a business, separate from its financial structure and tax environment.

Income and Growth

Net Income and its subsequent growth are quintessential for investors looking to understand a company’s profitability. Consistent income growth underscores a company’s ability to enhance its profitability over time, reflecting operational efficiency, strategic competitiveness, and financial health.

Shares Outstanding

Shares outstanding refer to the total number of shares a company has issued. It's instrumental in calculating key metrics like Earnings Per Share (EPS) which is pivotal for investors to evaluate a company’s profitability on a per-share basis, offering a more granular view of financial health and valuation.

Interpreting Year to Year Comparison

Comparing yearly data allows investors to identify trends, assess the company’s growth, and anticipate potential future performance. Analyzing how metrics like revenue, income, and margins change year over year can provide valuable insights into the company’s operational efficiency, competitiveness, and overall financial health.

Expectations and Predictions

Investors often juxtapose the current and past financial data with the market’s expectations. This comparison aids in assessing whether the Insignia Financial is performing as anticipated, underperforming or outperforming the market predictions, providing pivotal data for investment decisions.

 
ASSETS
CASH BALANCE (M)
RECEIVABLES (M)
OTHER REC. (M)
INVENTORIES (M)
OTHER CURRENT LIAB. (M)
CURRENT ASSETS (B)
TANGIBLE ASSETS (M)
LONG-T. INVEST. (B)
LONG-T. REC. (M)
INTANGIBLE ASSETS (B)
GOODWILL (B)
OTHER NON-CURRENT ASSETS (B)
NON-CURRENT ASSETS (B)
TOTAL ASSETS (B)
LIABILITIES
COMMON STOCK (B)
ADDITIONAL PAID-IN CAPITAL (M)
RETAINED EARNINGS (M)
OTHER EQUITY (k)
UNREAL. GAINS/LOSSES (M)
EQUITY (B)
LIABILITIES (M)
PROVISIONS (M)
OTHER SHORT-TERM LIAB. (B)
SHORT-TERM DEBTS (M)
LONG-TERM DEBT PORTION (M)
SHORT-TERM REC. (B)
LONG-T. LIAB. (M)
DEFERRED TAXES (M)
OTHER LIAB. (B)
LONG-T. LIABILITIES (B)
DEBT (B)
TOTAL CAPITAL (B)
2001200220032004200520062007200820092010201120122013201420152016201720182019202020212022202320242025
                                                 
13.639.224.462.133502.4509.3583.4586.7618.2153113.398.3109.5150.53186.99208.22125.6297.44374.73670.7518399.5308.7313.4
0004.55.39.110.86.175.245.939.839.3417555.6150.4657.4651.4548.2478.81145.284.697.5127.2336.5
00039.655.445.150.661.344.445.533.326.228.7056.558.2456.4497.51284.1524.41527.3582.8204.6142.820.6
0000000000000000000000000
000001.55.92.26.67.49.410.115.212.712.4611.8314.417.3115.3116.2700000
0.010.040.020.110.090.560.580.650.710.720.240.190.180.20.280.310.340.290.450.991.341.190.70.580.67
4.56.42.21.91.92.63.24.312.68.212.613.911.61121.5121.8621.4819.3436.01134.44145.8208.1146109.1192.7
00.040.040.040.0700.940.570.540.560.080.060.060.050.050.050.051.421.031.081.411.330.340.260.25
000000000000017.410.068.418.439.17841.551.216761.10.400
00.040.010.010.010.01000.590.280.260.290.30.290.520.480.440.410.360.530.890.82.52.422.35
000000.070.190.160.170.490.490.560.580.581.010.990.950.940.941.471.851.8000
0000.010.010.020.020.030.060.050.020.010.010.010.010000.05000.081.250.150.23
0.010.090.060.060.090.11.160.771.361.380.850.940.960.951.631.561.482.833.263.264.374.284.242.943.03
0.020.130.080.170.190.661.741.422.072.11.091.131.141.151.91.861.823.123.714.255.715.474.953.523.7
                                                 
000.130.170.170.180.180.220.860.860.870.870.870.871.441.441.441.971.971.9733.023.043.063.06
0000000000000000000000000
100.4116.134.775.9128.2111315.421.99.430.1-44-46.5-47.7-64.02-56.78-96.89-183.6-338.27-319.27-505.4-614.5-708.2-1,009.9-986.7
00000000000000-91091214430-2720009008000
0000001.11.11.12.8-12.7-12.6-11.8-11.8-11.1110.4413.0718.824.3391.32.421.500
0.10.120.160.250.30.190.190.240.880.870.890.810.810.811.371.391.351.811.661.742.52.42.342.052.07
10.314.41621.922.829.52423.9105.742.250.142.830.859.971.5268.7860.0175.0990.24120.57372.3467.2195.8171.9301.6
00000000016.719.227.828.5000000000000
0000.020.050.030.030.020.020.020.030.040.020.030.040.020.030.030.03000.011.110.020.01
0000000000000000000000000
00000033.5030.514.5000000.1990.040018.7521.431.830.929.7285.9
0.010.020.020.050.070.060.090.040.160.10.10.110.080.090.120.090.180.10.120.140.390.511.330.220.59
001.300020.725.116.437.543.186.2136.9111.1207.85206.78116.910426.5553.51752.1928.9906.5887.8812.1
0.400.80024.929.70004.158.359.553.792.53101.1692.9573.765.920.263221.451.100
0.010.010.030.010.011.321.411.121.021.071.010.840.860.961.010.9511.141.51.82.091.650.390.440.3
0.010.010.030.010.011.341.461.151.031.111.050.991.051.121.321.261.211.211.932.372.872.61.341.331.11
0.020.030.040.060.081.41.551.191.191.211.161.11.131.211.431.341.391.312.052.513.263.112.681.541.7
0.120.140.210.310.381.591.741.432.072.082.041.911.942.012.82.742.753.123.714.265.765.525.013.63.78
Details

Balance Sheet

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Understanding the Balance Sheet

The balance sheet of Insignia Financial provides a detailed financial snapshot, revealing the company's assets, liabilities, and equity at a specific point in time. Analyzing these components is crucial for investors looking to understand Insignia Financial's financial health and stability.

Assets

Insignia Financial's assets represent everything the company owns or controls that has monetary value. These are categorized into current and non-current assets, offering insights into the company's liquidity and long-term investments.

Liabilities

Liabilities are obligations that Insignia Financial must settle in the future. Analyzing the ratio of liabilities to assets provides insights into the company's financial leverage and risk exposure.

Equity

Equity refers to the residual interest in the assets of Insignia Financial after deducting liabilities. It represents the owners’ claim on the company’s assets and earnings.

Year-to-Year Analysis

Comparing balance sheet figures year-to-year allows investors to identify trends, growth patterns, and potential financial risks, facilitating informed investment decisions.

Interpreting the Data

Detailed analysis of assets, liabilities, and equity can provide investors with comprehensive insights into Insignia Financial's financial standing, aiding in investment evaluations and risk assessments.

 
NET INCOME (M)
DEPRECIATION (M)
DEFERRED TAXES (M)
CHANGES IN WORKING CAPITAL (M)
NON-CASH ITEM (M)
PAID INTEREST (M)
PAID TAXES (M)
NET CASH FLOW FROM OPERATING ACTIVITIES (M)
CAPITAL EXPENDITURES (M)
CASH FLOW FROM INVESTING ACTIVITIES (M)
CASH FLOW FROM OTHER INVESTING ACTIVITIES (M)
INTEREST INCOME AND EXPENSES (M)
NET DEBT CHANGE (M)
NET CHANGE IN EQUITY (B)
CASH FLOW FROM FINANCING ACTIVITIES (M)
CASH FLOW FROM OTHER FINANCING ACTIVITIES (M)
TOTAL DIVIDENDS PAID (M)
NET CHANGE IN CASH FLOW (M)
FREE CASH FLOW (M)
SHARE-BASED COMPENSATION (M)
20012002200320042005200620072008200920102011201220132014201520162017201820192020202120222023
000000000000000000000051
0000000000000000000000173
000000000000000000000-1018
7192291912-369111131-2026912-40-30-42366-19-93-377-312
0000000000000000000000-31
000000-100-10-200000000000
00112-31-58-61-24-37-21-39-53-36-62-69-60-86-130-47-38-454
-60-11230-39179111-3411712210380139181176176216157133137-1821
-4-5-5-8-4-2-2-3-1-6-8-10-12-16-11-9-12-10-29-21-16-47-19
132-8-10-11-3-82-154850-95-42-18-47417-442-414250-738-68150
188-2-1-70-80-1149128-85-30-1-355019-432-384271-722-21170
00000000000000000000000
000-10033-333-16-145449475-10-20742915-583-49
0000.040000.0400.010.01-0-0.01-0.01-0.01-0.01-00.54-0.0101.0400
00042-12-1710-21-10-91-101-46-53-109-92-182-163140229-106895-66-184
00030-1-1-2-2-3-1-1-3-1-5-2-3-13-80-27-15-14
0000-12-15-21-24-11-79-94-98-90-106-152-171-155-175-184-122-115-134-120
-71-88-611622-402331151416015592122186287283262193192478565251316
-11.3-5.7-17.1-6.426.2-394.577.1107.8-35.6110.8113.592.668.4122.2169.15167.73164.41205.76127.25112.6121.4-65.52.2
00000000000000000000000

Insignia Financial stock margins

The Insignia Financial margin analysis displays the gross margin, EBIT margin, as well as the profit margin of Insignia Financial. The EBIT margin (EBIT/sales) indicates the percentage of sales that remains as operating profit. The profit margin shows the percentage of sales that remains for Insignia Financial.

  • 3 years

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Gross margin
EBIT margin
Profit margin
Details
Details

Margin

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Understanding Gross Margin

The gross margin, expressed as a percentage, delineates the gross profit made from the Insignia Financial's sales revenue. A higher gross margin percentage indicates that the Insignia Financial retains more revenue after accounting for the costs of goods sold. Investors use this metric to gauge financial health and operational efficiency, as well as to compare it with competitors and industry averages.

EBIT Margin Analysis

EBIT margin represents the Insignia Financial's earnings before interest and taxes. Analyzing the EBIT margin over different years provides insights into the operational profitability and efficiency, excluding the effects of financial leverage and tax structure. A growing EBIT margin over the years signifies improving operational performance.

Revenue Margin Insights

The revenue margin demonstrates the Insignia Financial's total revenue generated. When comparing the revenue margin year over year, investors can gauge the Insignia Financial's growth and market expansion. It is essential to compare the revenue margin with the gross and EBIT margins to understand the cost and profit structures better.

Interpreting Expectations

The expected values for gross, EBIT, and revenue margins provide future financial outlook of the Insignia Financial. Investors should compare these expectations with historical data to understand potential growth and risk factors. It is crucial to consider the underlying assumptions and methodologies used in projecting these expected values to make informed investment decisions.

Comparative Analysis

Comparing the gross, EBIT, and revenue margins, both yearly and over multiple years, enables investors to perform a comprehensive analysis of the Insignia Financial's financial health and growth prospects. Evaluating the trends and patterns in these margins helps in identifying strengths, weaknesses, and potential investment opportunities.

Insignia Financial Margin History

Insignia Financial Gross marginInsignia Financial Profit marginInsignia Financial EBIT marginInsignia Financial Profit margin
2031e87.13 %0 %0 %
2030e87.13 %31.09 %23.16 %
2029e87.13 %31.33 %21.77 %
2028e87.13 %30.62 %20.75 %
2027e87.13 %28.77 %17.93 %
2026e87.13 %26.51 %16.67 %
202587.13 %18.84 %1.02 %
202473.42 %14.43 %-9.55 %
202372.42 %13.06 %2.56 %
202269 %10.75 %1.71 %
202162.08 %13.23 %-10.95 %
202056.63 %12.19 %12.83 %
201958.18 %21.42 %2.55 %
201870.61 %26.78 %10.81 %
201767.28 %23.28 %12.15 %
201666.72 %21.28 %20.45 %
201566.67 %21.21 %14.2 %
201462.42 %19.73 %12.42 %
201363.3 %17.95 %10.36 %
201262.61 %16.82 %2.87 %
201162.14 %19.92 %13.67 %
201060.07 %17.8 %9.23 %
200987.13 %27.79 %4.34 %
200887.13 %33.04 %5.77 %
200787.13 %12.3 %4.66 %
200687.13 %13.26 %5.77 %

Insignia Financial Stock Sales Revenue, EBIT, Earnings per Share

The Insignia Financial earnings per share therefore indicates how much revenue Insignia Financial has generated per share in a given period. The earnings before interest and taxes per share shows how much of the operating profit corresponds to each share. The earnings per share indicates how much of the profit belongs to each share.

  • 3 years

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  • 25 Years

  • Max

Sales per Share
EBIT per share
Earnings per Share
Details
Details

Revenue, EBIT and Earnings per share

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Revenue Per Share

Revenue per share represents the total revenue Insignia Financial earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Insignia Financial's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Insignia Financial’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Insignia Financial's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Insignia Financial Revenue, EBIT and net profit per share

DateInsignia Financial Sales per ShareInsignia Financial EBIT per shareInsignia Financial Earnings per Share
2031e2.03 undefined0 undefined0 undefined
2030e1.99 undefined0 undefined0.46 undefined
2029e2.1 undefined0 undefined0.46 undefined
2028e2.08 undefined0 undefined0.43 undefined
2027e2.11 undefined0 undefined0.38 undefined
2026e2.1 undefined0 undefined0.35 undefined
20252.37 undefined0.45 undefined0.02 undefined
20242.92 undefined0.42 undefined-0.28 undefined
20233.04 undefined0.4 undefined0.08 undefined
20223.31 undefined0.36 undefined0.06 undefined
20212.21 undefined0.29 undefined-0.24 undefined
20202.89 undefined0.35 undefined0.37 undefined
20192.95 undefined0.63 undefined0.08 undefined
20182.25 undefined0.6 undefined0.24 undefined
20172.93 undefined0.68 undefined0.36 undefined
20162.95 undefined0.63 undefined0.6 undefined
20153.34 undefined0.71 undefined0.47 undefined
20143.47 undefined0.69 undefined0.43 undefined
20133.29 undefined0.59 undefined0.34 undefined
20122.91 undefined0.49 undefined0.08 undefined
20113.14 undefined0.63 undefined0.43 undefined
20103.21 undefined0.57 undefined0.3 undefined
20093.79 undefined1.05 undefined0.16 undefined
20085.86 undefined1.93 undefined0.34 undefined
20077.38 undefined0.91 undefined0.34 undefined
20066.26 undefined0.83 undefined0.36 undefined

Insignia Financial business model

IOOF Holdings Ltd was founded in Australia in 1846 and is now one of the largest independent wealth management and financial services companies in the country. The company is headquartered in Melbourne and employs over 1,500 staff in Australia and New Zealand. IOOF specializes in asset management for private and corporate clients and offers a wide range of products and services. These include retirement planning support, asset management, investment funds, and insurance. IOOF's business model is based on providing investment and brokerage services. The company has been operating in Australia for over 170 years and has undergone several strategic acquisitions and mergers in its history. IOOF has recently focused on diversifying its services and expanding into new business areas. IOOF has several business divisions, including: - IOOF Private Wealth: This division specializes in asset management for high net worth individuals. IOOF Private Wealth offers a wide range of services, including asset management, tax, legal, and retirement planning. - IOOF Advisors: This division provides wealth advisory services for asset managers and financial advisors. - IOOF Alliances: IOOF Alliances is a partnership with independent financial advisors who support their clients with IOOF products and services. - IOOF Investment Management: This division operates in various areas, including fund management, investment advice, and asset management. IOOF offers a wide range of products, including: - Investment products: IOOF offers various investment funds, including equity, bond, alternative investment, and multi-asset funds. - Insurance products: IOOF offers various insurance products, including life insurance, disability insurance, and income protection insurance. - Retirement products: IOOF offers retirement products, including Registered Retirement Savings Plan (RRSP), fixed income pensions, variable pensions, and non-registered pensions. - Asset management products: IOOF also offers a wide range of asset management products, including portfolio management, asset management funds, and discretionary asset management. IOOF has experienced strong growth in recent years, particularly through the acquisition of the National Australia Bank's wealth management division in 2019. This acquisition has made IOOF the second largest wealth management company in Australia. IOOF has focused on digitalization and has invested in technology in recent years to expand its offerings and provide a seamless experience for its customers. The company also has a mobile app that allows customers to manage their accounts, monitor their investments, and keep track of their finances. IOOF places great emphasis on compliance and the security of its customers. In recent years, the company has strengthened its compliance measures to ensure that its employees and partners act in accordance with the law. Overall, IOOF is a leading wealth management company in Australia and New Zealand. The company offers a wide range of products and services for individual and business customers and has focused on digitalization in recent years to provide an even better customer experience. Insignia Financial is one of the most popular companies on Eulerpool.com.

Insignia Financial SWOT Analysis

Strengths

IOOF Holdings Ltd is an established financial services company with a strong reputation in the industry. It has a diverse range of investment products and services, including superannuation, investment management, and financial advice.

IOOF has a large customer base and a wide distribution network, enabling it to reach a significant number of potential clients. Its strong brand presence and well-known investment expertise contribute to customer loyalty and trust.

The company has a solid financial position, with stable revenue streams and a history of consistent profitability. It has a robust risk management system in place to effectively navigate market downturns and mitigate potential losses.

Weaknesses

IOOF has faced regulatory scrutiny and legal challenges in the past, which has adversely impacted its reputation and business operations. This has led to increased regulatory oversight and potential compliance costs for the company.

The company may have limitations in its ability to quickly adapt to changing market trends and technological advancements. This could potentially hinder its competitiveness in the rapidly evolving financial services industry.

Opportunities

IOOF can explore opportunities to expand its product offerings and enter new markets. It can leverage its existing customer base and distribution channels to introduce innovative investment solutions or target specific customer segments.

The company can also benefit from the growing demand for responsible and sustainable investment options. By emphasizing environmental, social, and governance (ESG) considerations in its investment strategies, IOOF can attract socially conscious investors and differentiate itself from competitors.

Threats

IOOF operates in a highly competitive market, facing threats from both traditional financial institutions and emerging fintech companies. Failure to keep pace with technological advancements and changing customer preferences could lead to a decline in market share.

External factors such as economic downturns, regulatory changes, or market volatility can pose significant risks to IOOF's financial performance and stability. Uncertainties in global markets and potential geopolitical events may also impact the company's operations.

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Insignia Financial Eulerpool Fair Value

Details

Fair Value

ⓘ

Understanding Fair Value

The fair value of a stock provides insights into whether the stock is currently undervalued or overvalued. It is calculated based on profit, revenue, or dividends and offers a comprehensive perspective of the stock’s intrinsic value.

Income-Based Fair Value

This is calculated by multiplying the earnings per share by the average P/E ratio of the selected past years for smoothing. If the fair value is higher than the current market price, it suggests that the stock is undervalued.

Example 2022

Fair Value Profit 2022 = Earnings per Share 2022 / Average P/E Ratio 2019 - 2021 (3 Years Smoothing)

Revenue-Based Fair Value

It is derived by multiplying the revenue per share by the average price-to-sales ratio of the selected past years for smoothing. An undervalued stock is identified if the fair value exceeds the ongoing market price.

Example 2022

Fair Value Revenue 2022 = Revenue per Share 2022 / Average PSR 2019 - 2021 (3 Years Smoothing)

Dividend-Based Fair Value

This value is determined by dividing the dividend per share by the average dividend yield of the selected past years for smoothing. A higher fair value than the market price indicates an undervalued stock.

Example 2022

Fair Value Dividend 2022 = Dividend per Share 2022 * Average Dividend Yield 2019 - 2021 (3 Years Smoothing)

Expectations and Forecasts

Future expectations provide potential trajectories for stock prices and aid investors in decision-making. The expected values are forecasted figures of fair value, taking into account the growth or decline trends of profit, revenue, or dividend.

Comparative Analysis

Comparing the fair value based on profit, revenue, and dividend provides a holistic overview of the stock’s financial health. Observing the annual and per-annual variations contributes to understanding the consistency and reliability of stock performance.

Insignia Financial historical P/E ratio, EBIT multiple, and P/S ratio

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Insignia Financial shares outstanding

The number of shares was Insignia Financial in 2024 — This indicates how many shares 664.5 M is divided into. Since shareholders are the owners of a company, each share represents a small portion of the company's ownership.

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Number of stocks
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Revenue, EBIT and Earnings per share

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Revenue Per Share

Revenue per share represents the total revenue Insignia Financial earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Insignia Financial's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Insignia Financial’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Insignia Financial's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Insignia Financial dividend history and estimates

In 2024, Insignia Financial paid a dividend amounting to 0.19 undefined. Dividend means that Insignia Financial distributes a portion of its profits to its owners.

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Dividend
Dividend (Estimate)
Sonderdividende
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Dividend

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Dividend Overview

The dividend per year chart for Insignia Financial provides a comprehensive view of the annual dividends distributed to shareholders. Analyze the trend to understand the consistency and growth in dividend payouts over the years.

Interpretation and Use

A consistent or increasing trend in dividends can indicate the company's profitability and financial health. Investors can use this data to identify Insignia Financial’s potential for long-term investment and income generation through dividends.

Investment Strategy

Incorporate the dividend data in evaluating Insignia Financial's overall performance. A thorough analysis, considering other financial aspects, will help in making informed investment decisions for optimal capital growth and income generation.

Insignia Financial Dividend History

DateInsignia Financial Dividend
2030e2.53 undefined
2029e2.49 undefined
2028e2.41 undefined
2027e2.04 undefined
2026e1.88 undefined
2009e0.2 undefined
2007e0.2 undefined
20240.19 undefined
20230.28 undefined
20220.3 undefined
20210.28 undefined
20200.37 undefined
20190.69 undefined
20180.71 undefined
20170.68 undefined
20160.74 undefined
20150.66 undefined
20140.59 undefined
20130.49 undefined
20120.54 undefined
20110.51 undefined
20100.28 undefined
2009e0.2 undefined
20080.43 undefined
2007e0.2 undefined
20060.51 undefined

Insignia Financial dividend payout ratio

In 2024, Insignia Financial had a payout ratio of 477.57%. The payout ratio indicates the percentage of the company's profits that Insignia Financial distributes as dividends.

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Payout ratio

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What is Yearly Payout Ratio?

The yearly payout ratio for Insignia Financial represents the proportion of earnings paid out as dividends to shareholders. It is an indicator of the company's financial health and stability, illustrating how much profit is being returned to investors versus being reinvested back into the company.

How to Interpret the Data

A lower payout ratio for Insignia Financial could mean that the company is reinvesting more into its growth, whereas a higher ratio indicates more earnings are being distributed as dividends. Investors seeking regular income might prefer companies with a higher payout ratio, while those looking for growth may opt for companies with a lower ratio.

Using the Data for Investments

Evaluate Insignia Financial's payout ratio in conjunction with other financial metrics and performance indicators. A sustainable payout ratio, coupled with strong financial health, can indicate a reliable dividend payout. However, a very high ratio might suggest the company is not sufficiently reinvesting in its future growth.

Insignia Financial Payout Ratio History

DateInsignia Financial Payout ratio
2031e551.69 %
2030e548.68 %
2029e546.09 %
2028e560.32 %
2027e539.63 %
2026e538.32 %
2025603 %
2024477.57 %
2023534.39 %
2022797.03 %
2021-96.41 %
2020101.3 %
2019704.85 %
2018296.04 %
2017196.15 %
2016119.51 %
2015153.39 %
2014145.34 %
2013162.53 %
2012608.52 %
2011131.57 %
2010153.5 %
2009139.79 %
2008116.09 %
2007127.7 %
200698.68 %
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Unfortunately, there are currently no price targets and forecasts available for Insignia Financial.

Insignia Financial latest earnings and earnings surprises

DateEPS EstimateEPS ActualQuarterly report
6/30/20250.18 0.2  (6.09 %)2025 Q4
12/31/20240.19 0.19  (-1.69 %)2025 Q2
6/30/20240.18 0.18  (-0.98 %)2024 Q4
12/31/20230.14 0.14  (3.82 %)2024 Q2
6/30/20230.15 0.15  (-2.8 %)2023 Q4
12/31/20220.14 0.15  (4.09 %)2023 Q2
6/30/20220.17 0.18  (4.68 %)2022 Q4
12/31/20210.17 0.18  (3.61 %)2022 Q2
6/30/20210.11 0.13  (14.11 %)2021 Q4
12/31/20200.13 0.12  (-4.76 %)2021 Q2
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Eulerpool ESG Scorecard© for the Insignia Financial stock

Eulerpool World ESG Rating (EESG©)

62/ 100

🌱 Environment

45

👫 Social

67

🏛️ Governance

73

Environment

Scope 1 - Direct Emissions
Scope 2 - Indirect emissions from purchased energy
Scope 3 - Indirect emissions within the value chain
Total CO₂ emissions
CO₂ reduction strategy
Coal energy
Nuclear power
Animal experiments
Fur & Leather
Pesticides
Palm Oil
Tobacco
Genetically modified organisms
Climate concept
Sustainable forestry
Recycling regulations
Environmentally friendly packaging
Hazardous substances
Fuel consumption and efficiency
Water consumption and efficiency

Social

Percentage of female employees48.58
Percentage of women in management
Percentage of Asian employees
Share of Asian management
Percentage of Hispanic/Latino employees
Hispano/Latino Management share
Percentage of Black employees
Black Management Share
Percentage of white employees
White Management Share
Adult content
Alcohol
Weapons
Firearms
Gambling
Military contracts
Human rights concept
Privacy concept
Occupational health and safety
Catholic

Governance (Corporate Governance)

Environmental reporting
Stakeholder Engagement
Call Back Policies
Antitrust law

The Eulerpool ESG Scorecard© is the strictly copyrighted intellectual property of Eulerpool Research Systems. Any unauthorized use, imitation, or infringement will be actively pursued and may lead to significant legal consequences. For licenses, collaborations, or usage rights, please contact us directly via our contact form. Contact Form to us.

Insignia Financial shareholders

%
Name
Stocks
Change
Date
15.82048 % Tanarra Capital Pty Ltd105,680,7879,914,1394/3/2025
11.48934 % Australian Retirement Trust76,748,8036,966,9836/13/2025
9.01864 % Host-Plus Pty Limited60,244,48308/22/2024
6.04259 % The Vanguard Group, Inc.40,364,5077,599,5332/20/2025
5.02472 % State Street Global Advisors Australia Ltd.33,565,146-28,8208/7/2025
4.02160 % Neill (Bruce William)26,864,29508/22/2024
3.37283 % First Sentier Investors22,530,49722,8214/9/2025
2.15704 % Vanguard Investments Australia Ltd.14,409,027-489,5436/30/2025
2.02233 % DFA Australia Ltd.13,509,14205/31/2025
1.84445 % RQI Investors12,320,922-28,5064/9/2025
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5
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Insignia Financial Executives and Management Board

Ms. Adrianna Bisogni

Insignia Financial Group Company Secretary (since 2019)
Compensation 1.58 M

Mr. David Chalmers

Insignia Financial Chief Financial Officer
Compensation 1.44 M

Mr. Anvij Saxena

Insignia Financial Chief Risk Officer
Compensation 1.37 M

Mr. Garry Mulcahy

Insignia Financial Chief Asset Management Officer
Compensation 1.21 M

Mr. Frank Lombardo

Insignia Financial Acting Chief Technology Officer
Compensation 1.14 M
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Insignia Financial Supply Chain

NameRelationshipTwo-week correlationOne-month correlationThree-Month CorrelationSix-Month CorrelationOne Year CorrelationTwo-Year Correlation
Servcorp Stock
Servcorp
SupplierCustomer0,130,12-0,010,27-0,340,05
Superloop Stock
Superloop
SupplierCustomer0,100,610,440,14-0,220,16
1

Most common questions regarding Insignia Financial

What values and corporate philosophy does Insignia Financial represent?

IOOF Holdings Ltd represents a commitment to strong values and a sound corporate philosophy. The company is dedicated to delivering trusted wealth management and financial advice to its clients. With a focus on integrity, transparency, and putting the interests of its clients first, IOOF Holdings Ltd ensures that investors receive the highest level of service and support. By promoting long-term sustainability, ethical behavior, and accountability, the company establishes a solid foundation for success. IOOF Holdings Ltd believes in fostering strong relationships with its clients, providing financial solutions tailored to meet their unique needs, and continuously striving for excellence in the ever-evolving financial industry.

In which countries and regions is Insignia Financial primarily present?

IOOF Holdings Ltd is primarily present in Australia, with its headquarters in Melbourne. As one of the largest financial services companies in Australia, IOOF provides a wide range of wealth management, superannuation, and investment solutions to individuals, families, and businesses. With over 150 years of experience in the industry, IOOF has established a strong presence in the Australian market and has a vast network of offices and advisors across the country. As a leading provider of financial services, IOOF continues to serve clients and investors in Australia with their expertise and comprehensive solutions.

What significant milestones has the company Insignia Financial achieved?

IOOF Holdings Ltd, an Australian financial services company, has achieved several significant milestones. Over the years, the company has established itself as a leading player in the wealth management industry. IOOF Holdings Ltd has successfully expanded its reach and acquired various businesses to enhance its service offerings. Additionally, the company has consistently sought to improve its client-centric approach and has been recognized for its outstanding customer service. IOOF Holdings Ltd has maintained a strong reputation for its expertise in superannuation, investment management, and financial advice. The company's commitment to innovation and growth has positioned it as a trusted partner for individuals and institutions seeking comprehensive financial solutions.

What is the history and background of the company Insignia Financial?

IOOF Holdings Ltd is an Australian financial services company that has a rich history and background. Established in 1846, IOOF has evolved into one of Australia's leading wealth management and financial advisory organizations. The company offers a wide range of services including superannuation, investment management, personal financial advice, and trustee and administration services. With a strong commitment to customer satisfaction, IOOF is dedicated to helping individuals and families achieve their financial goals. With over 175 years of experience, IOOF Holdings Ltd has established itself as a trusted and reputable name in the industry, providing innovative solutions and expert guidance to its clients.

Who are the main competitors of Insignia Financial in the market?

Some of the main competitors of IOOF Holdings Ltd in the market include AMP Limited, Commonwealth Bank of Australia, Macquarie Group Limited, and Perpetual Limited.

In which industries is Insignia Financial primarily active?

IOOF Holdings Ltd is primarily active in the financial services industry.

What is the business model of Insignia Financial?

IOOF Holdings Ltd. operates as a leading financial services provider in Australia. The company's business model revolves around offering a comprehensive range of products and services to its clients, including investment management, superannuation, trustee, and estate planning solutions. IOOF is known for its expertise in delivering wealth management and financial advice to individuals, corporate clients, and institutional investors. With a strong focus on client-centric solutions, IOOF aims to help clients achieve their financial goals and secure their financial future. As a prominent player in the Australian financial industry, IOOF Holdings Ltd. continuously strives to deliver sustainable and value-driven outcomes for its stakeholders.

What is the P/E ratio of Insignia Financial 2025?

The Insignia Financial P/E ratio is 186.5.

What is the P/S ratio of Insignia Financial 2025?

The Insignia Financial P/S ratio is 1.9.

What is the Quality Investing of Insignia Financial?

The Quality Investing for Insignia Financial is 3/10.

What is the revenue of Insignia Financial 2025?

The Insignia Financial revenue is 1.58 B AUD.

How high is the profit of Insignia Financial 2025?

The Insignia Financial profit is 16.1 M AUD.

What is the business model of Insignia Financial

IOOF Holdings Ltd is an Australian company that specializes in investment and financial services. It offers a wide range of products and services, including investment management, asset management, financial planning, and insurance. The company operates in four main business areas. The first area is "Investment Management," where IOOF offers investment funds and products tailored to its customers' needs. These products range from simple investment funds to complex, structured investment products. The second core business of IOOF Holdings Ltd is "Asset Management." Their asset management services include managing investment funds, managing portfolios for superannuation funds, and managing investment portfolios for private and institutional clients. The focus is on providing asset-based services and managing assets. The third business area is "Financial Planning." In this area, IOOF offers financial services and advice tailored to its customers' specific needs. This includes wealth planning, tax planning, insurance planning, and estate planning. IOOF values addressing the individual needs of its customers and building a personal relationship with each customer. The fourth and final business area of IOOF Holdings Ltd is "Insurance." IOOF offers a wide range of insurance products, including life insurance, disability insurance, and private health insurance. The focus of IOOF Holdings Ltd's business model is to increase revenue through the sale of investment and asset management services to its customers. The company aims to expand its customer base through the growth of its various business areas. The company also focuses on expansion through acquisitions. In 2019, IOOF merged with OnePath Wealth Management Ltd., a subsidiary of ANZ Bank. This acquisition allowed IOOF to expand its customer base and enter new product areas. IOOF is committed to improving its customer service and expanding its range of products and services to further promote customer base growth. The company is working towards continuously expanding its customer base and exploring new business areas to successfully continue its business model.

What is the Insignia Financial dividend?

Insignia Financial pays a dividend of 0.34 AUD distributed over payouts per year.

How often does Insignia Financial pay dividends?

The dividend cannot currently be calculated for Insignia Financial or the company does not pay out a dividend.

What is the Insignia Financial ISIN?

The ISIN of Insignia Financial is AU000000IFL2.

What is the Insignia Financial WKN?

The WKN of Insignia Financial is 787897.

What is the Insignia Financial ticker?

The ticker of Insignia Financial is IFL.AX.

How much dividend does Insignia Financial pay?

Over the past 12 months, Insignia Financial paid a dividend of 0.19 AUD . This corresponds to a dividend yield of about 4.14 %. For the coming 12 months, Insignia Financial is expected to pay a dividend of 1.88 AUD.

What is the dividend yield of Insignia Financial?

The current dividend yield of Insignia Financial is 4.14 %.

When does Insignia Financial pay dividends?

Insignia Financial pays a quarterly dividend. This is distributed in the months of October, April, October, April.

How secure is the dividend of Insignia Financial?

Insignia Financial paid dividends every year for the past 0 years.

What is the dividend of Insignia Financial?

For the upcoming 12 months, dividends amounting to 1.88 AUD are expected. This corresponds to a dividend yield of 41.85 %.

In which sector is Insignia Financial located?

Insignia Financial is assigned to the 'Finance' sector.

Wann musste ich die Aktien von Insignia Financial kaufen, um die vorherige Dividende zu erhalten?

To receive the latest dividend of Insignia Financial from 4/3/2024 amounting to 0.093 AUD, you needed to have the stock in your portfolio before the ex-date on 3/8/2024.

When did Insignia Financial pay the last dividend?

The last dividend was paid out on 4/3/2024.

What was the dividend of Insignia Financial in the year 2024?

In the year 2024, Insignia Financial distributed 0.281 AUD as dividends.

In which currency does Insignia Financial pay out the dividend?

The dividends of Insignia Financial are distributed in AUD.

All fundamentals about Insignia Financial

Our stock analysis for Insignia Financial Revenue stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of Insignia Financial Revenue. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.