1. Australia Stocks

  2. •

    Financial Services

  3. •

    Asset Management
Insignia Financial Ltd

Insignia Financial Ltd

IOOFF
Insignia Financial LtdUS flagOther OTC
1.30
USD
- -
- -
871.94MMarket Cap
Insignia Financial Ltd
IOOFF
(Other OTC)

Recent

price

1.30

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
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Business
Insignia Financial Ltd. (ASX: IFL) operates as a diversified wealth management company in Australia, providing financial advice, superannuation, wrap platforms, and asset management services to individual members, financial advisers, and corporate employers. The company offers financial advice through its employed businesses Bridges and Shadforth, which deliver guidance, coaching, episodic, and holistic advice tailored to client needs; superannuation and pension solutions as one of Australia's largest providers, serving major employers and independent advisers; wrap platforms supported by contemporary technology for portfolio administration; and asset management encompassing multi-asset and single-asset class investments across various risk profiles, managed by investment professionals in Australia, the USA, and the UK. Founded in 1846 as the Independent Order of Odd Fellows and headquartered in Melbourne, Australia, with offices in Sydney, Perth, Adelaide, Brisbane, and Hobart, Insignia Financial manages approximately $340.5 billion in funds under management and administration and employs around 2,900 people serving roughly two million customers nationwide. In July 2025, the company entered a Scheme Implementation Deed with CC Capital and One Investment Management for its acquisition at A$4.80 per share, representing a 56.9% premium to the undisturbed share price and an enterprise value of A$3.9 billion, pending shareholder, court, FIRB, and APRA approvals expected in the first half of 2026; earlier initiatives include transitioning administration functions to SS&C and forming a tripartite partnership with TAL and Challenger for the MLC Retirement Boost product launch on the MLC Expand platform.

Company News

APIChatGPT

  • prnewswire.com

    CC Capital and OneIM Complete Acquisition of Insignia Financial Limited, Australia's Leading Diversified Wealth Management Group

  • seekingalpha.com

    Insignia Financial Ltd. (IOOFF) Shareholder/Analyst Call Transcript

  • seekingalpha.com

    Insignia Financial Ltd. (IOOFF) Q2 2026 Earnings Call Transcript

  • seekingalpha.com

    Insignia Financial Ltd. (IOOFF) Shareholder/Analyst Call Transcript