1. Australia Stocks

  2. •

    Financial Services

  3. •

    Asset Management
Insignia Financial Ltd.

Insignia Financial Ltd.

IFL.AX
Insignia Financial Ltd.AU flagAustralian Securities Exchange
4.79
AUD
- -
- -
3.21BMarket Cap
Insignia Financial Ltd.
IFL.AX
(Australian Securities Exchange)

Recent

price

4.79

P/E

ratio

- -

div

yld

- -

ROIC.AI

2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
FRC
2.8
2.51
2.49
2.42
2.68
2.9
3.15
2.73
2.69
2.49
2.56
3.02
2.14
3.27
2.89
2.81
Revenue per Share
0.15
0.27
0.4
0.08
0.32
0.4
0.44
0.6
0.36
0.24
0.08
0.39
-0.24
0.06
0.08
-0.28
Basic EPS, GAAP
-0.34
0.44
0.45
0.37
0.27
0.49
0.55
0.49
0.51
-0.03
-0.08
-0.06
-0.03
-0.07
-0.03
- -
Free Cash Flow per Basic Share
0.12
0.33
0.38
0.4
0.37
0.43
0.49
0.53
0.49
0.5
0.5
0.32
0.2
0.21
0.18
0.16
Dividend per Share
8.39
3.46
3.57
3.26
3.22
3.2
4.36
4.24
4.11
4.92
4.27
4.35
4.22
3.69
3.53
3.07
Book Value per Share
1.22
0.47
0.6
-0.12
-0.26
-0.21
-0.52
-0.22
-0.11
1.28
0.93
-0.52
-0.26
-0.32
-0.26
-0.57
Tangible Book Value per Share
103
250
250
252
252
252
315
326
326
363
381
380
589
650
658
664
Basic Weighted Avg Shares
289
628
623
609
675
730
992
888
874
902
974
1,147
1,261
2,126
1,900
1,864
Sales/Revenue/Turnover
6.68
-2.16
6.22
7.02
6.27
10
20.03
19.95
21.56
18.8
-15.39
7.27
-0.68
0.61
-1.3
-15.6
Operating Margin (%)
9
31
29
31
28
30
46
49
48
48
47
61
89
127
124
120
Depreciation Expense
16
68
99
19
80
101
138
197
116
88
29
147
-144
37
51
-185
Net Income, GAAP
34.45
25.83
33.67
81.07
38.02
35.24
29.55
26.86
33.2
40.32
- -
23.66
- -
- -
86.5
- -
Effective Tax Rate (%)
5.48
10.9
15.98
3.18
11.82
13.87
13.95
22.18
13.27
9.79
2.93
12.81
-11.38
1.73
2.7
-9.94
Profit Margin (%)
905
1,079
1,092
858
13
-10
158
311
298
611
994
715
1,460
371
413
245
Working Capital
- -
- -
- -
56
1
- -
207
207
209
4
432
687
774
929
906
888
LT Debt
880
887
902
827
817
813
1,372
1,400
1,360
1,813
1,657
1,743
2,492
2,401
2,330
2,044
Total Equity
2.2
-1.1
2.76
0.87
2.82
5.02
10.88
7.98
7.82
5.89
- -
2.82
- -
- -
-0.1
- -
Return on Invested Capital (%)
2.64
7.33
10.93
2.17
8.95
10.93
11.31
12.54
7.4
5.02
- -
7.11
- -
- -
1.77
- -
Return on Capital (%)
2.9
7.9
11.32
2.26
9.77
12.54
12.72
14.31
8.54
5.66
1.68
8.97
-6.93
1.51
2.17
-8.49
Return on Common Equity (%)

Capital Structure

FRC

•

in mil. unless spec.
No data availableFinancial data will appear here once available

Working Capital

FRC

•

in mil. unless spec.
No data availableFinancial data will appear here once available

Growth Rates

FRC

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
12.19%
5.86%
-12.25%
Free Cash Flow
9.78%
-3.34%
-93.85%
Net Income, GAAP
-38.52%
-66.3%
-461.91%
Sales/Revenue/Turnover
11.88%
16.78%
-1.85%
Total Cash Common Dividend
1.69%
-9.89%
-13.67%

Quarterly Revenue

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2022
- -
- -
- -
- -
2,126
2023
- -
- -
- -
- -
1,900
2024
- -
- -
- -
- -
1,864

Quarterly Earnings Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2022
- -
- -
- -
- -
0.06
2023
- -
- -
- -
- -
0.08
2024
- -
- -
- -
- -
-0.28

Quarterly Dividends Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2022
- -
- -
- -
- -
0.21
2023
- -
- -
- -
- -
0.18
2024
- -
- -
- -
- -
0.16
Similar Companies
VanEck Global Real Estate UCITS ETF (TREG.L)
Horizon Defined Risk Advisor (HADRX)
iShares MSCI UK IMI Leaders UCITS ETF (UKEL.L)
EA Series Trust - Matrix Advisors Value ETF (MAVFX)
iShares ESG Growth ETF Portfolio (GGRO.TO)
YieldMax INTC Option Income Strategy ETF (INYY)
Business
Insignia Financial Ltd Insignia Financial Ltd (ASX:IFL) provides financial advice, superannuation, wrap platforms, and asset management services to members, financial advisers, and corporate employers primarily in Australia. The company operates through five key segments: Advice, which includes advice businesses such as Bridges and Shadforth that deliver financial advice; Master Trust, offering superannuation and pension products utilized by employers and independent advisers; Wrap, providing technology platform services to advisers and clients; Asset Management, granting access to a suite of investment capabilities across multi-asset and single-asset classes; and Corporate, encompassing group functions. It also delivers financial services solutions encompassing superannuation, investments, financial advisory, and various financial products under brands including MLC, with operations centered in Australia and headquarters at 800 Bourke Street, Docklands, Victoria; founded in 1846 as a friendly society known as the Independent Order of Odd Fellows (IOOF), the company rebranded from IOOF Holdings Ltd to Insignia Financial Ltd in December 2021. In July 2025, Insignia Financial entered a Scheme Implementation Deed with CC Capital and One Investment Management (OneIM) for its acquisition at A$4.80 per share, representing a 56.9% premium to the undisturbed share price and an implied enterprise value of A$3.9 billion, with the transaction pending shareholder and regulatory approvals for completion in the first half of 2026.