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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 | Jun 2024 | Jun 2023 | Jun 2022 | Jun 2021 | Jun 2020 |
|---|---|---|---|---|---|
| Income Statement | Total Revenue | ||||
| 1.74B | 1.86B | 1.94B | 2.14B | 1.23B | 1.08B | Gross Profit |
| 703.20M | 1.35B | 1.21B | 1.33B | 638.60M | 521.20M | EBIT |
| 416.60M | -290.80M | 160.10M | 164.70M | 85.90M | 126.70M | EBITDA |
| 192.60M | 117.90M | 284.20M | 172.50M | 174.10M | 195.60M | Net Income Common Stockholders |
| -152.20M | -185.30M | 8.20M | 36.80M | -142.60M | 56.90M |
| Balance Sheet | Cash, Cash Equivalents and Short-Term Investments | ||||
| 629.20M | 486.50M | 505.60M | 1.58B | 1.79B | 1.30B | Total Assets |
| 3.79B | 3.59B | 5.00B | 5.51B | 5.76B | 4.51B | Total Debt |
| 1.18B | 917.50M | 937.40M | 992.40M | 762.60M | 572.30M | Net Debt |
| 763.80M | 495.80M | 431.80M | 474.40M | 91.90M | 197.60M | Total Liabilities |
| 1.76B | 1.54B | 2.67B | 3.11B | 3.26B | 2.78B | Stockholders Equity |
| 2.03B | 2.04B | 2.33B | 2.40B | 2.49B | 1.74B |
| Cash Flow | Free Cash Flow | ||||
| -94.50M | -54.50M | 4.20M | -62.40M | 117.90M | 93.40M | Operating Cash Flow |
| -66.00M | -53.30M | 23.70M | -15.20M | 134.30M | 114.70M | Investing Cash Flow |
| 101.80M | 175.60M | 128.30M | -73.70M | -742.70M | 254.50M | Financing Cash Flow |
| -74.60M | -192.10M | -149.80M | -51.00M | 902.80M | -106.80M |
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 |
|---|---|---|---|---|---|---|---|
64 Neutral | $12.79B | 9.72 | 7.54% | 16971.00% | 12.07% | -7.53% | |
54 Neutral | $2.27B | ― | -7.21% | 2.74% | -8.26% | -259.91% | |
| $2.07B | 17.34 | 4.84% | 2.45% | ― | ― | ||
| €803.34M | 5.85 | 23.27% | 8.19% | ― | ― | ||
| €1.15B | ― | -24.47% | 7.17% | ― | ― | ||
67 Neutral | AU$1.39B | 19.00 | 4.97% | 6.11% | 13.48% | -8.15% | |
44 Neutral | AU$1.25B | 27.63 | 10.26% | 2.79% | 31.89% | 45.79% |
Insignia Financial Ltd Corporate Events
Insignia Financial Ltd has announced a change in its substantial holding in Botanix Pharmaceuticals Ltd, reflecting a decrease in its voting power from 9.32% to 8.29%. This change is due to a series of market transactions involving purchases and sales of shares by its subsidiaries, IOOF Investment Management Ltd, IOOF Investment Services Ltd, and MLC Investments Ltd. The adjustment in Insignia’s stake could impact its influence within Botanix Pharmaceuticals, potentially affecting strategic decisions and stakeholder interests.
Insignia Financial Ltd reported a decrease in Funds Under Management and Administration (FUMA) by $5.0 billion to $321.8 billion as of March 31, 2025, primarily due to institutional outflows and challenging investment markets. Despite this, the company maintained solid momentum in strategically important channels such as MLC Expand and Advised Wrap, with significant net inflows. The transition of Master Trust functions to SS&C is on track, aligning with Insignia’s strategy to reduce operational expenses by 2030. The company is also focusing on enhancing the MLC brand and improving customer satisfaction, as evidenced by recent awards and positive net inflows in various sectors.
Insignia Financial Ltd has announced an extension of the exclusivity period for proposals from Bain Capital Private Equity and CC Capital Partners to acquire all shares in the company. This extension allows the bidders additional time to finalize debt funding and due diligence. While there is no certainty that the proposals will result in a transaction, Insignia Financial will continue to update the market as per its disclosure obligations.
Insignia Financial Ltd has become a substantial shareholder in IDP Education Limited, acquiring a 5.101% voting power as of April 10, 2025. This move signifies Insignia Financial’s strategic interest in expanding its influence and investment in the education sector, potentially impacting its market positioning and stakeholder dynamics.
Mitsubishi UFJ Financial Group, Inc. has announced a change in its substantial holding in Insignia Financial Ltd, with a decrease in its voting power from 6.76% to 5.72%. This adjustment reflects a shift in the number of fully paid ordinary shares held by Mitsubishi UFJ Financial Group, Inc., impacting its influence within Insignia Financial Ltd. The change in shareholding could have implications for the company’s strategic decisions and stakeholder relations, as it alters the dynamics of voting power within the organization.
Insignia Financial Ltd has reported a change in the substantial holding of its voting shares, with First Sentier Investors Holdings Pty Limited and its related entities now holding a significant interest. This change reflects a shift in the voting power dynamics within the company, potentially impacting its governance and strategic decision-making processes.
Tanarra Capital Australia Pty Ltd, along with its associated entities, has increased its substantial holding in Insignia Financial Ltd, raising its voting power from 14.45% to 15.76%. This change reflects a series of acquisitions on the Australian Securities Exchange, indicating Tanarra’s strategic interest in strengthening its influence within Insignia Financial Ltd, potentially impacting the company’s governance and strategic direction.
Insignia Financial Ltd has identified a cyber security incident involving credential stuffing attacks targeting its Expand Platform. Although approximately 100 customer accounts were affected, there has been no financial impact reported. The company is implementing additional security measures and advising customers on best practices to enhance account security. Insignia Financial is committed to keeping the market informed as investigations continue.
Mitsubishi UFJ Financial Group, Inc. has increased its voting power in Insignia Financial Ltd, reflecting a significant change in its substantial holding. This adjustment in shareholding indicates Mitsubishi UFJ’s strategic positioning and influence within the company, potentially impacting Insignia Financial’s future operations and stakeholder dynamics.
Insignia Financial Ltd has announced a change in the interests of a substantial holder, First Sentier Investors RQI Pty Ltd, in its voting securities. The change reflects an adjustment in the voting power and relevant interests of the holder, which could impact the company’s governance and decision-making processes.
Insignia Financial Ltd has announced a change in the interests of a substantial holder, State Street Corporation and its subsidiaries, which now hold a significant voting power in the company. This change reflects the shifting dynamics in the ownership structure, potentially impacting the company’s governance and decision-making processes.
Insignia Financial Ltd has issued a notice under the Corporations Act 2001, subsection 259C(2), regarding the aggregated percentage of voting shares controlled by its associated entities. The notice reveals a slight decrease in the percentage of voting shares controlled by Insignia’s entities from 0.989% to 0.933%, with no change in net economic exposure, indicating a stable but slightly reduced influence over its voting shares.
Insignia Financial Ltd has announced that it ceased to be a substantial holder in Mayne Pharma Group Limited as of March 4, 2025. This change in holding reflects a series of transactions involving the purchase and sale of shares by its subsidiaries, which may impact Insignia’s investment strategy and market positioning within the financial services sector.
Insignia Financial Ltd has declined an early redemption request from National Australia Bank for $200 million of subordinated loan notes, which were issued to finance the acquisition of MLC Wealth Limited. As a result, the coupon on these notes will increase from 1% to 4%, and the Additional Return Amount will be frozen based on the current share price. This decision impacts Insignia Financial’s financial liabilities and will affect its profit and loss statement in the second half of 2025.