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Insignia Financial (IFL) Stock Overview
Provides financial advice, superannuation, wrap platforms and asset management services to members, financial advisers and corporate employers in Australia. More details
| Snowflake Score | |
|---|---|
| Valuation | 0/6 |
| Future Growth | 2/6 |
| Past Performance | 2/6 |
| Financial Health | 5/6 |
| Dividends | 0/6 |
IFL Community Fair Values
Create NarrativeSee what 16 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Insignia Financial Ltd. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | AU$4.79 |
| 52 Week High | AU$4.80 |
| 52 Week Low | AU$3.27 |
| Beta | 0.56 |
| 1 Month Change | 0.63% |
| 3 Month Change | 2.57% |
| 1 Year Change | 25.72% |
| 3 Year Change | 59.67% |
| 5 Year Change | 35.69% |
| Change since IPO | 20.96% |
Recent News & Updates
Narrative Update • Apr 23
IFL: Index Removals And 2026 Meeting Will Shape Balanced Outlook
Analysts have slightly lifted their A$4.79 price target on Insignia Financial to A$4.80, reflecting small adjustments in assumptions around discount rate, revenue trends, profit margins and future P/E multiples. What's in the News Insignia Financial Ltd.Narrative Update • Apr 07
IFL: Softer Outlook And 2026 Meeting Schedule Will Shape Fair Value
Analysts have nudged their fair value estimate for Insignia Financial slightly higher to A$4.79 from A$4.78, reflecting updated assumptions on the discount rate, revenue trajectory, profit margins and future P/E expectations. What's in the News Insignia Financial has scheduled a Special or Extraordinary Shareholders Meeting for April 13, 2026, giving investors a set date to watch for potential resolutions that could affect the company.Narrative Update • Mar 22
IFL: Steady Outlook And 2026 Meeting Plans Will Support Fair Value
Analysts have kept their A$4.78 price target for Insignia Financial unchanged, citing relatively steady assumptions for the discount rate, revenue trajectory, profit margin and future P/E as the main reasons for maintaining their view. What's in the News Insignia Financial has scheduled a Special and Extraordinary Shareholders Meeting for April 13, 2026.Narrative Update • Mar 08
IFL: Slightly Softer Outlook And Meeting Plans Will Support Steady Fair Value
Analysts have trimmed their price target for Insignia Financial slightly to A$4.78 from A$4.82, reflecting updated assumptions around a modest revenue decline, a small improvement in profit margin, and a marginally lower future P/E multiple. What's in the News Insignia Financial has scheduled a special or extraordinary shareholders meeting for April 13, 2026, at King & Wood Mallesons, Level 27, 447 Collins Street, Melbourne, Australia (Key Developments).Recent updates
Narrative Update • Apr 23
IFL: Index Removals And 2026 Meeting Will Shape Balanced Outlook
Analysts have slightly lifted their A$4.79 price target on Insignia Financial to A$4.80, reflecting small adjustments in assumptions around discount rate, revenue trends, profit margins and future P/E multiples. What's in the News Insignia Financial Ltd.Narrative Update • Apr 07
IFL: Softer Outlook And 2026 Meeting Schedule Will Shape Fair Value
Analysts have nudged their fair value estimate for Insignia Financial slightly higher to A$4.79 from A$4.78, reflecting updated assumptions on the discount rate, revenue trajectory, profit margins and future P/E expectations. What's in the News Insignia Financial has scheduled a Special or Extraordinary Shareholders Meeting for April 13, 2026, giving investors a set date to watch for potential resolutions that could affect the company.Narrative Update • Mar 22
IFL: Steady Outlook And 2026 Meeting Plans Will Support Fair Value
Analysts have kept their A$4.78 price target for Insignia Financial unchanged, citing relatively steady assumptions for the discount rate, revenue trajectory, profit margin and future P/E as the main reasons for maintaining their view. What's in the News Insignia Financial has scheduled a Special and Extraordinary Shareholders Meeting for April 13, 2026.Narrative Update • Mar 08
IFL: Slightly Softer Outlook And Meeting Plans Will Support Steady Fair Value
Analysts have trimmed their price target for Insignia Financial slightly to A$4.78 from A$4.82, reflecting updated assumptions around a modest revenue decline, a small improvement in profit margin, and a marginally lower future P/E multiple. What's in the News Insignia Financial has scheduled a special or extraordinary shareholders meeting for April 13, 2026, at King & Wood Mallesons, Level 27, 447 Collins Street, Melbourne, Australia (Key Developments).Narrative Update • Feb 21
IFL: Slightly Softer Outlook And Margins Will Support Steady Fair Value
Analysts have made a small upward adjustment to their A$ fair value estimate for Insignia Financial to A$4.82, citing slightly higher profit margin expectations and a marginally lower discount rate, partly offset by softer revenue growth assumptions and a modestly lower future P/E. Valuation Changes Fair Value: A$ fair value estimate has been adjusted slightly from A$4.80 to A$4.82.Narrative Update • Feb 07
IFL: Slightly Softer Outlook And Margins Will Support Steady Fair Value
Analysts now see only a small change in Insignia Financial’s fair value estimate, nudging their price target from A$4.79 to A$4.80 as they factor in slightly different assumptions on discount rate, revenue contraction, profit margin and future P/E. Valuation Changes Fair Value Estimate edged up slightly from A$4.79 to A$4.80 per share.Narrative Update • Jan 23
IFL: Softer Revenue And Firmer Margins Will Support Steady Fair Value
Analysts have trimmed their price targets for Insignia Financial slightly, reflecting marginally softer revenue growth assumptions, a small improvement in profit margin expectations, and a modestly lower future P/E multiple. Valuation Changes Fair Value: unchanged at A$4.79 per share.Narrative Update • Jan 09
IFL: Softer Margins And Higher P/E Will Support Steady Fair Value
Analysts have trimmed their price targets on Insignia Financial by a small amount, citing slightly softer profit margin assumptions at 16.08% and a modestly higher future P/E of 17.83x as key drivers of the adjustment. Valuation Changes Fair Value: Unchanged at A$4.79 per share, indicating that the revised inputs did not move the overall valuation estimate.Narrative Update • Dec 14
IFL: Slightly Lower Discount Rate Will Support Stable Outlook And Fair Pricing
Analysts have nudged their price target on Insignia Financial slightly higher to reflect marginal improvements in discount rate assumptions and long term valuation multiples, while keeping underlying fair value estimates effectively unchanged at around A$4.79 per share. Valuation Changes Fair Value: Unchanged at approximately A$4.79 per share, indicating no material revision to the core valuation.Narrative Update • Nov 29
IFL: Minor Forecast Shifts Will Support Cautious Assessment of Upcoming Results
Analysts have maintained their price target for Insignia Financial at $4.79, noting that recent updates to discount rates and company forecasts are minor and do not significantly impact their valuation outlook. Valuation Changes Fair Value: Remains unchanged at A$4.79 per share.Narrative Update • Nov 15
IFL: Revenue Margin Updates Will Guide Measured Performance Expectations
Narrative Update on Insignia Financial Analysts have maintained their price target for Insignia Financial at $4.79, noting only slight adjustments to underlying estimates based on updated discount rates and market assumptions. What's in the News Insignia Financial Ltd.Narrative Update • Oct 31
IFL: Margin Improvements And Market Tailwinds Will Support Measured Upside
Analysts have slightly raised their price target for Insignia Financial from $4.75 to $4.79, citing modest improvements in projected revenue growth and profit margins. What's in the News Insignia Financial Ltd.Narrative Update • Oct 17
Australia's Ageing Market And Digital Channels Will Foster Expansion
Analysts have maintained their price target for Insignia Financial at $4.75. They cited slight improvements in projected revenue growth and profit margins, which were offset by a modest decrease in the discount rate and future price-to-earnings expectations.Narrative Update • Oct 03
Australia's Ageing Market And Digital Channels Will Foster Expansion
Analysts have raised Insignia Financial's price target slightly from $4.65 to $4.75. This change reflects updated views on valuation and company fundamentals.New Narrative • May 12
Cost Optimization And IT Separation Will Drive Lean Operations
Cost optimization and independence from NAB position Insignia for improved future earnings and lower operational costs.Analysis Article • Oct 16
Insignia Financial Ltd.'s (ASX:IFL) Price Is Right But Growth Is Lacking After Shares Rocket 26%
The Insignia Financial Ltd. ( ASX:IFL ) share price has done very well over the last month, posting an excellent gain...Analysis Article • Aug 21
Revenues Working Against Insignia Financial Ltd.'s (ASX:IFL) Share Price
With a price-to-sales (or "P/S") ratio of 1x Insignia Financial Ltd. ( ASX:IFL ) may be sending very bullish signals at...Analysis Article • Apr 11
Insignia Financial Ltd. (ASX:IFL) Looks Inexpensive But Perhaps Not Attractive Enough
Insignia Financial Ltd.'s ( ASX:IFL ) price-to-sales (or "P/S") ratio of 0.9x might make it look like a strong buy...Analysis Article • Feb 24
Insignia Financial (ASX:IFL) Has Announced A Dividend Of A$0.093
Insignia Financial Ltd.'s ( ASX:IFL ) investors are due to receive a payment of A$0.093 per share on 3rd of April. The...Analysis Article • Aug 29
Insignia Financial (ASX:IFL) Is Paying Out Less In Dividends Than Last Year
Insignia Financial Ltd. ( ASX:IFL ) is reducing its dividend from last year's comparable payment to A$0.093 on the 3rd...Shareholder Returns
| IFL | AU Capital Markets | AU Market | |
|---|---|---|---|
| 7D | 0% | 4.6% | 3.7% |
| 1Y | 25.7% | 3.1% | 4.4% |
Return vs Industry: IFL exceeded the Australian Capital Markets industry which returned 7.1% over the past year.
Return vs Market: IFL exceeded the Australian Market which returned 9.5% over the past year.
Price Volatility
| IFL volatility | |
|---|---|
| IFL Average Weekly Movement | 1.2% |
| Capital Markets Industry Average Movement | 5.4% |
| Market Average Movement | 10.2% |
| 10% most volatile stocks in AU Market | 17.5% |
| 10% least volatile stocks in AU Market | 4.1% |
Stable Share Price: IFL has not had significant price volatility in the past 3 months compared to the Australian market.
Volatility Over Time: IFL's weekly volatility (1%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1846 | n/a | Scott Hartley | www.insigniafinancial.com.au |
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.
Insignia Financial Ltd. Fundamentals Summary
| IFL fundamental statistics | |
|---|---|
| Market cap | AU$3.19b |
| Earnings (TTM) | AU$111.70m |
| Revenue (TTM) | AU$1.64b |
28.6x
P/E Ratio1.9x
P/S RatioIs IFL overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| IFL income statement (TTM) | |
|---|---|
| Revenue | AU$1.64b |
| Cost of Revenue | AU$863.50m |
| Gross Profit | AU$778.00m |
| Other Expenses | AU$666.30m |
| Earnings | AU$111.70m |
Last Reported Earnings
Dec 31, 2025
Next Earnings Date
Aug 20, 2026
| Earnings per share (EPS) | 0.17 |
| Gross Margin | 47.40% |
| Net Profit Margin | 6.80% |
| Debt/Equity Ratio | 36.7% |
How did IFL perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/04/28 09:34 |
| End of Day Share Price | 2026/04/17 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/06/30 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Insignia Financial Ltd. is covered by 15 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Freya Kong | BofA Global Research |
| Lara Tufegdzic | BofA Global Research |
| Andrew Hills | Canaccord Genuity Historic (Wilsons Advisory and Stockbroking Ltd. |