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Home CompaniesInsignia Financial Ltd

Insignia Financial Ltd

Financial Services Asset Management
PortfolioPortfolio WatchlistWatchlist
Company price
None AUD 0.00(0%)
Last update at 2026-05-29T06:45:03.015812Z
Market Cap
3212.78M
P/E
28.18

Momentum Score

…

Insignia Financial Ltd. provides financial advice, superannuation, wrap platforms and asset management services to members, financial advisers and corporate employers in Australia. The company operates through five segments: Advice, Master Trust, Wrap, Asset Management and Corporate. The advice segment offers advice businesses, Bridges and Shadforth; provides financial advice. The master trust segment provides superannuation and pension that are used by employers and independent advisers. The wrap segment offers technology platform services to advisers and clients. The asset management segment offers access to a suite of investment capabilities across a range of multiasset and single asset classes. The company also offers financial services solutions on superannuation and investments to clients including investors, employers, members, and advisers. It also provides financial advisory, various financial products and services, and investment management services. The company was formerly known as IOOF Holdings Ltd. and changed its name to Insignia Financial Ltd. in December 2021. Insignia Financial Ltd. was founded in 1846 and is based in Docklands, Australia. As of April 28, 2026, Insignia Financial Ltd. was taken private.

Source: TradingView
The charts and visual representations are sourced from TradingView through embedded widgets. For any issues with chart display, please visit the TradingView website

52 Week Price Range
3.35
Low
4.80
High

Momentum Score

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A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.

Score - Rating
>= 1 - Low / > 1 but < 2 - Below Average / > 2 but < 3 - Average / > 3 but < 4 - Above Average / > 4 - High

Key Metrics*

Previous Close
-
Dividend Yield
-
Revenue TTM
1641.50M
Revenue Per Share
2.46
Gross Profit TTM
778.00M
Debt / Equity
0.53
ROE
5.36%
Net Debt
834.60M
ROCE
9.37%
Diluted EPS TTM
0.17

Key Financials*

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

Breakdown 2025-06-30 2024-06-30 2023-06-30 2022-06-30 2021-06-30
Type yearly yearly yearly yearly yearly
Date 2025-06-30 2024-06-30 2023-06-30 2022-06-30 2021-06-30
Income before tax -1.20M -270.20M 31.10M 16.40M -81.60M
Minority interest - - - - -0.20M
Net income 16.10M -185.30M 51.20M 36.80M -143.50M
Selling general administrative 236.70M 786.60M 796.80M 828.80M 454.10M
Selling and marketing expenses 14.00M 11.70M 19.00M 12.10M 6.10M
Gross profit 693.60M 1348.70M 1346.90M 1457.50M 765.20M
Reconciled depreciation - 120.50M 124.10M 126.80M 88.80M
Ebit 314.60M -2.60M 85.60M 53.50M 129.40M
Ebitda 393.30M 117.90M 209.70M 180.30M 218.20M
Depreciation and amortization 78.70M 120.50M 124.10M 126.80M 88.80M
Operating income 421.00M -290.80M 214.30M 188.00M 144.70M
Other operating expenses 1160.40M 2155.20M 645.70M 732.30M 263.10M
Interest expense 69.70M 60.00M 54.50M 29.30M 11.10M
Tax provision -17.30M -84.90M 26.90M -11.20M 61.90M
Interest income - 33.90M 23.90M 5.60M 4.50M
Net interest income - -26.10M -30.60M -23.70M -6.60M
Extraordinary items - 0.00M 47.00M 9.20M 10.20M
Income tax expense 17.30M -84.90M 26.90M -11.20M 61.90M
Total revenue 1581.40M 1864.40M 1899.50M 2126.00M 1260.70M
Total operating expenses 272.60M 1639.50M 1371.60M 1444.50M 773.80M
Cost of revenue 887.80M 515.70M 552.60M 668.50M 495.50M
Total other income expense net -422.20M 20.60M 86.40M 27.10M -66.40M
Discontinued operations - - 47.00M 9.20M 10.20M
Net income from continuing ops - -185.30M 4.20M 27.60M -143.50M
Net income applicable to common shares 16.10M -185.30M 51.40M 36.80M -143.50M
Breakdown 2025-06-30 2024-06-30 2023-06-30 2022-06-30 2021-06-30
Type yearly yearly yearly yearly yearly
Date 2025-06-30 2024-06-30 2023-06-30 2022-06-30 2021-06-30
Total assets 3768.40M 3799.90M 5004.80M 5514.30M 5709.80M
Intangible assets 573.90M - 723.60M 802.20M 505.50M
Other current assets 329.60M -694.10M 36.60M 28.00M 22.20M
Total liab 1702.80M 1755.50M 2675.00M 3113.40M 3217.70M
Total stockholder equity 2065.60M 2044.90M 2330.30M 2401.10M 2492.30M
Deferred long term liab - - - - 0.80M
Other current liab 46.50M -29.70M 1106.20M 1091.30M 1254.40M
Common stock 3061.60M 3062.30M 3036.10M 3013.60M 2996.00M
Capital stock - - 3036.10M 3013.60M 2996.00M
Retained earnings -1001.40M -1015.40M -710.40M -617.50M -507.50M
Other liab - - 104.90M 2142.50M 341.70M
Good will 1779.80M - 1779.80M 1804.50M 2137.90M
Other assets - 3799.90M 1254.10M 20.40M 145.50M
Cash 263.40M 421.70M 505.60M 518.00M 670.70M
Total current liabilities 411.50M 29.70M 1663.60M 2035.20M 2140.60M
Current deferred revenue - - 331.30M 446.30M 0.10M
Net debt 834.60M 495.80M 431.80M 442.70M 102.80M
Short term debt 285.90M 29.70M 30.90M 31.80M 648.60M
Short long term debt - - - - 648.60M
Short long term debt total 1098.00M 917.50M 937.40M 960.70M 773.50M
Other stockholder equity -9.30M -8.30M -2332.90M -2399.70M -2494.00M
Property plant equipment - - 146.00M 208.10M 145.80M
Total current assets 1078.10M - 2076.90M 2406.50M 2541.80M
Long term investments - - 254.10M 268.50M 233.30M
Net tangible assets - - -173.10M -205.60M -151.10M
Short term investments - - 87.30M 1059.80M 1118.90M
Net receivables 272.20M 272.40M 265.60M 680.90M 730.00M
Long term debt - - 775.60M 771.30M 648.60M
Inventory - - 1181.80M 119.80M -5.80M
Accounts payable 79.10M - 195.20M 465.80M 237.50M
Accumulated other comprehensive income 14.70M 6.30M 4.60M 5.00M 3.80M
Treasury stock - - - - -4.60M
Non currrent assets other 82.40M -327.90M -2710.60M -2910.10M 31.30M
Non current assets total 2690.30M 395.10M 2927.90M 3107.80M 3168.00M
Capital lease obligations - - 161.80M 189.40M 124.90M
Long term debt total - - 906.50M 928.90M 752.10M
Breakdown 2025-06-30 2024-06-30 2023-06-30 2022-06-30 2021-06-30
Type yearly yearly yearly yearly yearly
Date 2025-06-30 2024-06-30 2023-06-30 2022-06-30 2021-06-30
Investments - 175.60M 150.60M -27.90M 130.90M
Change to liabilities - - -228.30M 85.00M 22.70M
Total cashflows from investing activities 23.00M 178.80M 150.60M -68.30M -746.20M
Net borrowings - 0.00M -49.90M 83.70M -5.70M
Total cash from financing activities -25.50M -195.30M -184.70M -66.10M 902.80M
Change to operating activities - - -238.30M -315.40M -84.40M
Net income 16.10M -185.30M 51.40M 36.80M -142.60M
Change in cash 54.60M -83.90M -12.40M -152.70M 296.00M
Begin period cash flow 421.70M 505.60M 518.00M 670.70M 374.70M
End period cash flow 476.30M 421.70M 505.60M 518.00M 670.70M
Total cash from operating activities 64.90M -53.30M 36.30M -5.50M 137.80M
Issuance of capital stock - - - - 1043.90M
Depreciation 119.40M 120.50M 107.50M 108.30M 82.90M
Other cashflows from investing activities 31.00M 53.10M 170.10M 5.40M -3.50M
Dividends paid 0.00M -103.60M -120.00M -134.70M -115.00M
Change to account receivables -89.70M 51.90M 334.70M 59.20M 41.70M
Sale purchase of stock -3.70M -2.30M - 0.00M -20.40M
Other cashflows from financing activities -56.20M -50.90M 726.60M 148.60M 569.30M
Change to netincome - - -31.20M 44.60M 212.90M
Capital expenditures 8.00M 1.20M 19.50M 47.20M 16.40M
Change in working capital -233.30M 51.20M 334.70M 59.20M 41.70M
Stock based compensation 7.80M 3.90M 3.90M 2.80M 2.20M
Other non cash items 154.90M -43.60M -122.60M -150.60M 197.50M
Free cash flow 82.40M -54.50M 16.80M -52.70M 121.40M

Peer Comparison*

Sector: Financial Services Industry: Asset Management

Stock Name
Change
(AUD)
Price
(AUD)
Trailing
PE (x)
Forward
PE (x)
Price Sales
TTM (x)
Price to Book Value (x)
Enterprise Value
to Revenue (x)
Enterprise Value
to EBITDA (x)
AFI
Australian Foundation Investment Company Ltd		 -0.07
1.00%		 6.92 30.39 - 25.11 1.03 24.95 -
ARG
Argo Investments Ltd		 0.01
0.11%		 9.52 27.97 - 24.56 1.01 24.64 -
L1G
L1 Group Limited		 -0.03
2.35%		 1.25 21.25 19.76 7.36 3.83 3.13 3.71
PNI
Pinnacle Investment Management Group Ltd		 -0.57
3.47%		 15.84 21.04 18.83 36.44 3.21 45.93 39.78

Profile*

Insignia Financial Ltd

Insignia Financial Ltd. provides financial advice, superannuation, wrap platforms and asset management services to members, financial advisers and corporate employers in Australia. The company operates through five segments: Advice, Master Trust, Wrap, Asset Management and Corporate. The advice segment offers advice businesses, Bridges and Shadforth; provides financial advice. The master trust segment provides superannuation and pension that are used by employers and independent advisers. The wrap segment offers technology platform services to advisers and clients. The asset management segment offers access to a suite of investment capabilities across a range of multiasset and single asset classes. The company also offers financial services solutions on superannuation and investments to clients including investors, employers, members, and advisers. It also provides financial advisory, various financial products and services, and investment management services. The company was formerly known as IOOF Holdings Ltd. and changed its name to Insignia Financial Ltd. in December 2021. Insignia Financial Ltd. was founded in 1846 and is based in Docklands, Australia. As of April 28, 2026, Insignia Financial Ltd. was taken private.

800 Bourke Street, Docklands, VIC, Australia, 3008

61 3 8614 4400

https://www.insigniafinancial.com.au

Name Title Year Born
Mr. Renato Mota B.Bus, B.Com (Hons), CFA CEO, MD & Director NA
Mr. David Chalmers Chief Financial Officer NA
Mr. Frank Lombardo Chief Operating & Technology Officer NA
Mr. Mark Oliver Chief Distribution Officer NA
Ms. Lorna Stewart Chief Risk Officer NA
Mr. Darren Whereat Chief Advice Officer NA
Mr. Garry Mulcahy Chief Asset Management Officer NA
Mr. Lawrence Hastings Chief Legal Officer NA
Ms. Melissa Walls Chief People Officer NA
Mr. Stanley Yeo B.Com, CFA, LLB (Hons) Deputy Chief Investment Officer & Portfolio Mang. of Strategy NA

Disclaimer - (*)This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
This information does not consider your personal objectives, financial situation, or needs. Kalkine is not liable for any errors or omissions in the information provided or for any actions taken in reliance on it. You should seek advice from a financial adviser, stockbroker or other professional adviser (including taxation and legal advice) as necessary before acting on this information.

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