Equities

IOOF Holdings Ltd

IOOF Holdings Ltd

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FinancialsFinancial Services
  • Price (AUD)3.60
  • Today's Change0.01 / 0.28%
  • Shares traded2.33m
  • 1 Year change-51.14%
  • Beta1.8254
Data delayed at least 20 minutes, as of Nov 23 2020 05:10 GMT.
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About the company

IOOF Holdings Ltd is an Australia-based financial services company. The Company’s segments include Financial advice and distribution, Portfolio and estate administration, Investment management and Ex-ANZ wealth management. Financial advice and distribution segment is focused on the provision of financial planning advice and stockbroking services supported by services such as investment research, training, compliance support and access to financial products. Portfolio and estate administration segment in engaged in the provision of administration and management services through master trust platforms, which offer a single access point to a range of investment products. Investment management segment is engaged in the management and investment of monies on behalf of corporate, superannuation, institutional clients and private individual investor clients. Ex-ANZ wealth management segment includes Aligned Dealer Groups (ADGs), which provide financial planning advice services.

  • Revenue in AUD (TTM)1.19bn
  • Net income in AUD57.19m
  • Incorporated2002
  • Employees1.30k
  • Location
    IOOF Holdings LtdL 6 161 Collins StMELBOURNE 3000AustraliaAUS
  • Phone+61 38614-4400
  • Fax+61 80055-8539
  • Websitehttps://www.ioof.com.au
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Mergers & acquisitions

Acquired companyDeal statusDateDate /
Deal status
IFL:ASX since
announced
Transaction
value
MLC Wealth Management LtdAnnounced31 Aug 202031 Aug 2020Announced-15.49%1.06bn
Wealth Central Pty LtdDeal completed31 Aug 202031 Aug 2020Deal completed-15.49%22.10m
Data delayed at least 20 minutes, as of Nov 23 2020 05:10 GMT.

Peer analysis

Key Information
CompanyRevenue (TTM)Net income (TTM)Market capEmployeesPrice/earnings (TTM)Price/book value (MRQ)Price/cash flow (TTM)Price/sales (TTM)EPS (excl. extraordinary items, TTM)EPS (incl. extraordinary items, TTM)Revenue per share (TTM)Book value per share (MRQ)Asset turnover (TTM)Inventory turnover (TTM)Receivables turnover (TTM)Revenues per employee (TTM)Return on avg assets (TTM)Return on avg assets (5 yr avg)Return on investment (TTM)Return on investment (5 yr avg)Gross margin (TTM)Gross margin
(5 yr avg)
Net profit margin (TTM)Net Profit margin
(5 yr avg)
Quick ratio (MRQ)Interest coverage (TTM)Total debt to capital (MRQ)Payout ratio
(5 yr avg)
Revenue
(YOY change %)
Revenue
(5 yr growth rate)
Net income
(YOY change %)
Net income
(5 yr growth rate)
Capital expenditure
(5 yr growth rate)
Dividend
(5 yr growth rate)
L1 Long Short Fund Ltd74.34m-21.65m1.15bn----1.05--15.45-0.0335-0.03350.11221.760.029--8.52---0.8457---1.87--50.82---29.12----0.2330.3508--451.99--56.18------
Hub24 Ltd111.21m8.23m1.36bn--161.7117.43100.6212.260.12840.12841.741.191.27--12.63--9.3913.2710.8515.5367.6854.567.4010.12----0.0749--14.0430.5714.86--53.39--
Centuria Capital Group162.37m21.11m1.42bn42.0038.761.6856.838.760.06220.06220.35921.440.1128--2.91--1.533.281.693.5684.5592.4013.6031.37--0.930.257178.9540.0022.35-58.4519.7627.5115.97
Perpetual Limited491.30m82.00m1.71bn999.0017.452.1514.943.471.731.7310.3514.010.4233--5.12491,788.807.0610.3510.3815.77----16.6923.63--33.380.112296.35-5.41-0.7742-29.27-7.71-2.95-8.37
WAM Capital Limited-27.66m-26.71m1.78bn30.00--1.40-----0.0364-0.0364-0.03841.68-0.0207-------2.004.56-2.064.80--74.27--59.35----0.0007177.63-207.27---283.77----2.06
Pendal Group Ltd467.07m116.39m1.98bn346.0015.852.0214.964.230.38610.38611.553.030.424--6.89--10.5714.8512.3517.6199.2798.9624.9229.74--63.520.043387.06-9.181.04-24.66-1.6413.681.66
IOOF Holdings Limited1.19bn57.19m2.26bn1.30k23.180.75918.931.900.15010.38593.124.590.2986--18.72--1.472.491.522.5952.3062.164.937.82--9.540.2471203.276.104.05264.14-15.5112.36-12.30
Data as of Nov 23 2020. Currency figures normalised to IOOF Holdings Ltd's reporting currency: Australian Dollar AUD

Institutional shareholders

22.94%Per cent of shares held by top holders
HolderShares% Held
Nikko Asset Management Co., Ltd.as of 30 Sep 202055.74m8.58%
Legg Mason Asset Management (Australia) Ltd.as of 30 Sep 202031.89m4.91%
The Vanguard Group, Inc.as of 31 Oct 202018.22m2.81%
Dimensional Fund Advisors LPas of 30 Sep 202011.33m1.75%
Vanguard Investments Australia Ltd.as of 30 Sep 20208.06m1.24%
Nikko Asset Management Australia Ltd.as of 31 Oct 20206.54m1.01%
BlackRock Fund Advisorsas of 05 Nov 20205.71m0.88%
Norges Bank Investment Managementas of 31 Dec 20195.42m0.83%
Milton Corp. Ltd. (Investment Management)as of 30 Sep 20203.30m0.51%
Mellon Investments Corp.as of 05 Nov 20202.73m0.42%
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Data from 31 Dec 2019 - 31 Oct 2020Source: FactSet Research Systems Inc.
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