INSIGNIA FINANCIAL LIMITED (IFL)
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IFL

IFL - INSIGNIA FINANCIAL LIMITED

FNArena Sector : Wealth Management & Investments
Year End: June
GICS Industry Group : Diversified Financials
Debt/EBITDA: 3.05
Index: ASX200 | ASX300 | ALL-ORDS

Insignia Financial, formerly IOOF Holdings, is an Australian finance company providing investment management, superannuation and trustee services. Founded in 1846 as a friendly society, it demutualised in 2002 and listed on the ASX in 2003.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$4.51

26 Aug
2025

0.010

OPEN

$4.51

0.22%

HIGH

$4.52

2,939,195

LOW

$4.50

TARGET
$4.80 6.4% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
AEF . AMP . ASX . BVS . CGF . CVW . DJW . ENN . GDG . GQG . HMC . HUB . IFT . IRE . KAM . KSL . MAF . MFG . MQG . NGI . NWL . PAC . PNI . PPS . PPT . PTM . QAL . RPL . RZI . WHF .
FNARENA'S MARKET CONSENSUS FORECASTS
IFL: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx 2.4 39.6 xxx
DPS (cps) xxx 0.0 0.0 xxx
EPS Growth xxx N/A 100.0% xxx
DPS Growth xxx N/A N/A xxx
PE Ratio xxx N/A 11.4 xxx
Dividend Yield xxx N/A 0.0% xxx
Div Pay Ratio(%) xxx N/A N/A xxx

Dividend yield today if purchased 3 years ago: 0.00%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.00

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 08/03 - ex-div 9.3c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2025 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx2.4
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx1,629.0 M
Book Value Per Share xxxxxxxxxxxxxxx309.4
Net Operating Cash Flow xxxxxxxxxxxxxxx64.9 M
Net Profit Margin xxxxxxxxxxxxxxx0.99 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx0.78 %
Return on Invested Capital xxxxxxxxxxxxxxx0.53 %
Return on Assets xxxxxxxxxxxxxxx0.41 %
Return on Equity xxxxxxxxxxxxxxx0.78 %
Return on Total Capital xxxxxxxxxxxxxxx8.00 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx56.9 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 202020212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx31 M
Long Term Debt xxxxxxxxxxxxxxx1,067 M
Total Debt xxxxxxxxxxxxxxx1,098 M
Goodwill - Gross xxxxxxxxxxxxxxx-
Cash & Equivalents - Generic xxxxxxxxxxxxxxx476 M
Price To Book Value xxxxxxxxxxxxxxx1.17

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx8.0 M
Capex % of Sales xxxxxxxxxxxxxxx0.49 %
Cost of Goods Sold xxxxxxxxxxxxxxx389 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx995 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx183 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.0

No. Of Recommendations

2
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgan Stanley

xx/xx/xxxx

3

xxxxx-xxxxxx

$xx.xx

xx.xx%

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UBS

xx/xx/xxxx

-1

xx xxxxxx

xx.xx%

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Citi

23/07/2025

-1

No Rating

-

Citi notes Insignia Financial has entered into a Scheme Implementation Deed with CC Capital, under which its shares will be acquired for $4.80/share in cash. The company also reported 4Q25 cash flows, which showed a notable improvement across key business units.

Highlights included record flows into the MLC Expand Advised products, a decline in Master Trust net outflows, and a return to positive for asset management flows.

Funds under administration rose 4.6% and Funds under Management and Advice rose 2.6%, after accounting for market gains. The company has paused dividends until at least July 22, 2026.

Citi currently has its rating on Insignia Financial suspended.

FORECAST
Citi forecasts a full year FY26 dividend of 0.00 cents and EPS of 41.10 cents.

Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

xx.xx%

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EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

1

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Jarden

28/01/2025

2

Overweight

$4.60

2.00%

Against the backdrop of recent interest from Bain Capital and CC Capital, Jarden noted Insignia Financial is beginning to show green
shoots on its turnaround strategy, delivering 2Q25 funds under management 1.5% ahead of expectations.

Platform funds under administration of $231.4bn was $837m above consensus and $418m above Jarden's, reflecting less negative
net flows across both key segments.

The broker has upgraded FY25-26 EPS outlook by 3-4% to reflect an improving net flow outlook across platforms. 

Target price rises to $4.6 from $4.2, which is in line with the increase in indicative offer price from Bain Capital and CC Capital. Overweight rating maintained.

FORECAST
Jarden forecasts a full year FY26 dividend of 28.70 cents and EPS of 41.40 cents.
Access Extra Coverage Research History >

IFL STOCK CHART

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