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Insignia Financial Ltd
(Sydney:IFL)
Insignia Financial Ltd (IFL) vs. iShares MSCI Australia ETF (EWA)
Insignia Financial Ltd Business Overview & Revenue Model
Insignia Financial Ltd Financial Statement Overview
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 1.74B | 1.58B | 1.86B | 1.94B | 2.14B | 1.23B |
| Gross Profit | 703.20M | 693.60M | 1.35B | 1.21B | 1.33B | 638.60M |
| EBITDA | 192.60M | 393.30M | 117.90M | 284.20M | 266.20M | 174.10M |
| Net Income | -152.20M | 16.10M | -185.30M | 51.20M | 36.80M | -142.60M |
Balance Sheet | ||||||
| Total Assets | 3.79B | 3.77B | 3.59B | 5.00B | 5.51B | 5.76B |
| Cash, Cash Equivalents and Short-Term Investments | 629.20M | 476.30M | 486.50M | 592.90M | 1.58B | 1.79B |
| Total Debt | 1.18B | 1.10B | 917.50M | 937.40M | 960.70M | 773.50M |
| Total Liabilities | 1.76B | 1.70B | 1.54B | 2.67B | 3.11B | 3.26B |
| Stockholders Equity | 2.03B | 2.07B | 2.04B | 2.33B | 2.40B | 2.49B |
Cash Flow | ||||||
| Free Cash Flow | -94.50M | 82.40M | -54.50M | 4.20M | -62.40M | 117.90M |
| Operating Cash Flow | -66.00M | 90.40M | -53.30M | 23.70M | -15.20M | 134.30M |
| Investing Cash Flow | 101.80M | 23.00M | 178.80M | 150.60M | -73.70M | -742.70M |
| Financing Cash Flow | -74.60M | -25.50M | -195.30M | -149.80M | -51.00M | 902.80M |
Insignia Financial Ltd Technical Analysis
Insignia Financial Ltd Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| ― | €1.74B | 11.02 | 16.50% | 5.90% | -13.22% | -29.69% | |
| ― | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
| ― | AU$1.92B | 23.17 | 5.59% | 5.46% | 38.64% | -21.14% | |
| ― | $3.02B | 187.14 | 0.72% | ― | -15.63% | ― | |
| ― | $4.53B | 25.00 | 4.59% | 1.70% | -14.92% | 179.69% | |
| ― | €2.21B | -37.25 | -3.34% | 6.01% | 2.87% | 87.93% | |
| ― | AU$1.66B | 39.92 | 8.97% | 2.00% | 35.30% | 44.24% |
Insignia Financial Ltd Corporate Events
Insignia Financial Ltd reported a $10.2 billion increase in Funds Under Management and Administration, reaching $340.5 billion as of September 2025, driven by strong inflows into its Wrap business and positive equity markets. The company launched enhancements to its MLC Expand platform, transitioned custody services to BNP Paribas, and expanded its financial advice network through the acquisition of PMD Financial Advisers. These strategic moves align with Insignia’s vision to become Australia’s leading diversified wealth management company by 2030, positioning it for sustainable growth in FY26.
The most recent analyst rating on (AU:IFL) stock is a Hold with a A$4.50 price target. To see the full list of analyst forecasts on Insignia Financial Ltd stock, see the AU:IFL Stock Forecast page.
Insignia Financial Ltd has released its Sustainability and Impact Report, which is also referenced in its Annual Report and Corporate Governance Statement. This release underscores the company’s commitment to sustainability and may influence its operations and market positioning, potentially impacting stakeholders by highlighting its focus on sustainable practices.
The most recent analyst rating on (AU:IFL) stock is a Hold with a A$4.80 price target. To see the full list of analyst forecasts on Insignia Financial Ltd stock, see the AU:IFL Stock Forecast page.
Insignia Financial Ltd has released its Corporate Governance Statement in compliance with ASX Listing Rule 4.7.4, emphasizing its commitment to high standards of corporate governance. The statement outlines the company’s adherence to the ASX Corporate Governance Principles and Recommendations, highlighting its focus on governance uplift as part of its group strategy, which is crucial for maintaining transparency and protecting stakeholder interests.
The most recent analyst rating on (AU:IFL) stock is a Hold with a A$4.80 price target. To see the full list of analyst forecasts on Insignia Financial Ltd stock, see the AU:IFL Stock Forecast page.
Insignia Financial Ltd has released its 2025 Appendix 4G, which includes the company’s Corporate Governance Statement. This document outlines the extent to which Insignia Financial has adhered to the ASX Corporate Governance Council’s recommendations during the reporting period. The release of this statement is crucial for maintaining transparency and compliance with ASX listing rules, which can impact the company’s credibility and trust with stakeholders.
The most recent analyst rating on (AU:IFL) stock is a Hold with a A$4.80 price target. To see the full list of analyst forecasts on Insignia Financial Ltd stock, see the AU:IFL Stock Forecast page.
Insignia Financial Ltd has released its 2025 Annual Report, as per ASX Listing Rules, highlighting its ongoing commitment to providing comprehensive wealth management services in Australia. This release underscores the company’s strategic positioning in the financial sector, potentially impacting its stakeholders by reaffirming its market presence and operational focus.
The most recent analyst rating on (AU:IFL) stock is a Hold with a A$4.80 price target. To see the full list of analyst forecasts on Insignia Financial Ltd stock, see the AU:IFL Stock Forecast page.
Insignia Financial Ltd has announced its 2025 Annual General Meeting (AGM) scheduled for November 20, 2025, at the Grand Hyatt Hotel in Melbourne. The AGM will discuss the company’s performance and strategic milestones, including a significant acquisition proposal by Daintree Bidco Pty Ltd, which requires shareholder approval. The meeting will also mark the departure of board member John Selak after nine years of service.
The most recent analyst rating on (AU:IFL) stock is a Hold with a A$4.80 price target. To see the full list of analyst forecasts on Insignia Financial Ltd stock, see the AU:IFL Stock Forecast page.
Insignia Financial Ltd has announced that its 2025 Annual General Meeting (AGM) will take place on November 20, 2025, at the Grand Hyatt in Melbourne. The meeting will address the election of directors, with nominations due by October 9, 2025. This AGM is a significant event for stakeholders as it involves the election of directors, which could impact the company’s strategic direction.
The most recent analyst rating on (AU:IFL) stock is a Hold with a A$4.80 price target. To see the full list of analyst forecasts on Insignia Financial Ltd stock, see the AU:IFL Stock Forecast page.
Insignia Financial Ltd has announced a revision of the remuneration arrangements for its CEO, Scott Hartley, effective from FY26. The changes, which include adjustments to short-term and long-term variable rewards, are designed to align executive compensation with performance and long-term shareholder value creation, emphasizing compliance with regulatory deferral requirements and market best practices.
The most recent analyst rating on (AU:IFL) stock is a Hold with a A$4.80 price target. To see the full list of analyst forecasts on Insignia Financial Ltd stock, see the AU:IFL Stock Forecast page.
Insignia Financial Ltd has announced that it has ceased to be a substantial holder in Tabcorp Holdings Limited as of September 11, 2025. This change in holding reflects a series of transactions involving purchases and sales of shares by its subsidiaries, including IOOF Investment Management Ltd and MLC Investments Ltd, over the past year. The announcement may impact Insignia Financial’s market positioning and influence within the investment management sector, as it adjusts its investment portfolio and strategic interests.
The most recent analyst rating on (AU:IFL) stock is a Hold with a A$4.80 price target. To see the full list of analyst forecasts on Insignia Financial Ltd stock, see the AU:IFL Stock Forecast page.
Insignia Financial Ltd has issued a notice regarding the aggregated percentage of voting shares controlled by its associated entities, as per an exemption granted by ASIC under subsection 259C(2) of the Corporations Act 2001. The notice indicates a decrease in the percentage of voting shares controlled by its entities from 0.926% to 0.815%, reflecting changes in the company’s shareholding structure. This adjustment in shareholding could impact the company’s governance and decision-making processes, potentially affecting stakeholders’ interests.
The most recent analyst rating on (AU:IFL) stock is a Hold with a A$4.80 price target. To see the full list of analyst forecasts on Insignia Financial Ltd stock, see the AU:IFL Stock Forecast page.
Insignia Financial Ltd, a prominent Australian wealth management company, offers financial advice, superannuation, wrap platforms, and asset management services. The company’s recent earnings report highlights a significant turnaround with a net profit after tax of $16.1 million for FY25, compared to a loss of $185.3 million in FY24. This improvement is attributed to reduced remediation and legal costs, alongside increased revenue from higher average funds under management and administration (FUMA). Key strategic moves include the completion of MLC Wealth’s separation from NAB and a partnership with SS&C to transform its Master Trust business. Looking forward, Insignia Financial aims to leverage its strong business foundations to achieve its 2030 vision of becoming Australia’s leading diversified wealth management company, focusing on innovation and customer outcomes.
Insignia Financial Ltd has released its Investor and Analyst Pack for the fiscal year ending June 30, 2025, which includes a comprehensive overview of the company’s financial performance and business segments. This release aims to enhance transparency and provide stakeholders with a clear understanding of the material drivers of gross margin and profitability, potentially impacting the company’s market positioning and stakeholder engagement.
The most recent analyst rating on (AU:IFL) stock is a Hold with a A$4.80 price target. To see the full list of analyst forecasts on Insignia Financial Ltd stock, see the AU:IFL Stock Forecast page.
Insignia Financial Ltd has released its financial results for the fiscal year 2025. The announcement highlights the company’s performance and provides insights into its future strategies. The results are significant for stakeholders as they reflect Insignia Financial’s current market position and potential growth opportunities.
The most recent analyst rating on (AU:IFL) stock is a Hold with a A$4.80 price target. To see the full list of analyst forecasts on Insignia Financial Ltd stock, see the AU:IFL Stock Forecast page.
Insignia Financial Ltd reported a significant increase in its underlying net profit after tax (UNPAT) for the 2025 financial year, reaching $255 million, a 17.6% rise from the previous year. This growth was attributed to a successful cost optimization program and strategic initiatives, including the separation from NAB and a partnership with SS&C Technologies. The company also launched new products such as the MLC Retirement Boost and focused on enhancing its advice business and asset management performance. Insignia Financial is committed to its 2030 Vision and Strategy, aiming to become Australia’s largest diversified wealth management company, with plans to further reduce costs and leverage AI in its operations.
The most recent analyst rating on (AU:IFL) stock is a Hold with a A$4.80 price target. To see the full list of analyst forecasts on Insignia Financial Ltd stock, see the AU:IFL Stock Forecast page.
Insignia Financial Ltd has released its Annual Financial Report for 2025, detailing the company’s financial performance and operational highlights. The report includes comprehensive financial statements and insights into the company’s strategies and market positioning. This release is significant for stakeholders as it provides transparency into the company’s financial health and strategic direction, which could impact future investment decisions and market confidence.
The most recent analyst rating on (AU:IFL) stock is a Hold with a A$4.80 price target. To see the full list of analyst forecasts on Insignia Financial Ltd stock, see the AU:IFL Stock Forecast page.
Insignia Financial Ltd reported a significant increase in profit from ordinary activities after tax, rising by 108.7% to $16.1 million, despite a decrease in total revenue by 18.5% to $1,581.4 million. The company did not declare any dividends for the reporting period, and there were changes in control over several subsidiaries, which may impact its operational structure and market positioning.
The most recent analyst rating on (AU:IFL) stock is a Hold with a A$4.80 price target. To see the full list of analyst forecasts on Insignia Financial Ltd stock, see the AU:IFL Stock Forecast page.
Insignia Financial Ltd has announced it will release its financial results for the year ending June 30, 2025, on August 21, 2025. Following the results announcement, a webcast and teleconference will be held by CEO Scott Hartley and CFO David Chalmers to discuss the results and answer questions, indicating a transparent approach to stakeholder communication.
The most recent analyst rating on (AU:IFL) stock is a Sell with a A$2.21 price target. To see the full list of analyst forecasts on Insignia Financial Ltd stock, see the AU:IFL Stock Forecast page.
Insignia Financial Ltd has announced a change in its substantial holding in Argenica Therapeutics Limited, indicating a shift in its investment strategy. The company has ceased to be a substantial holder as of July 16, 2025, following a series of transactions involving purchases and sales of shares through its subsidiaries, IOOF Investment Services Ltd and MLC Investments Ltd. This change may impact Insignia Financial’s market positioning and influence its stakeholders’ perceptions regarding its investment focus and strategy.
The most recent analyst rating on (AU:IFL) stock is a Sell with a A$2.21 price target. To see the full list of analyst forecasts on Insignia Financial Ltd stock, see the AU:IFL Stock Forecast page.
Insignia Financial Ltd has announced a change in the interests of a substantial holder, with State Street Corporation and its subsidiaries, including State Street Global Advisors and State Street Bank and Trust Company, holding significant voting power. This change in voting power reflects a strategic adjustment in the company’s shareholder structure, potentially impacting its governance and decision-making processes.
The most recent analyst rating on (AU:IFL) stock is a Sell with a A$2.21 price target. To see the full list of analyst forecasts on Insignia Financial Ltd stock, see the AU:IFL Stock Forecast page.