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About the company
Insignia Financial Ltd is an Australia-based wealth manager, providing financial advice, superannuation, wrap platforms and asset management services to members, clients, financial advisers and corporate employers. Its segment includes Advice, Master Trust, Wrap, and Asset Management. The Advice segment includes the Company’s employed advice businesses, Bridges and Shadforth. These businesses provide comprehensive financial advice. The Master Trust segment offers solutions used by employers and independent advisers. The Wrap segment offers a technology platform and invests in technology and services to support the changing needs of advisers and their clients. The Asset Management segment offers access to a range of investment capabilities across a range of multi-asset and single asset classes, designed to suit a range of investor needs and risk profiles. Its subsidiaries include ACN 089 554 058 Pty Ltd, Australian Wealth Management Limited, and Consultum Financial Advisers Pty Ltd.
- Revenue in AUD (TTM)1.74bn
- Net income in AUD-152.20m
- Incorporated2002
- Employees1.30k
- LocationInsignia Financial LtdLevel 1, 800 Bourke Street, DocklandsMELBOURNE 3008AustraliaAUS
- Phone+61 38614-4400
- Fax+61 80055-8539
- Websitehttps://www.insigniafinancial.com.au/
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Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Australian United Investment Company Ltd | 58.38m | 50.30m | 1.37bn | 0.00 | 27.33 | 1.10 | -- | 23.40 | 0.4028 | 0.4028 | 0.4675 | 10.04 | 0.0376 | -- | 26.64 | -- | 3.24 | 3.78 | 3.37 | 3.84 | 93.32 | 93.65 | 86.16 | 88.74 | -- | -- | 0.0328 | 92.25 | -9.47 | -1.57 | -12.85 | -2.51 | 21.67 | 0.5495 |
| MA Financial Group Ltd | 1.21bn | 41.79m | 1.41bn | 700.00 | 30.80 | 2.95 | 23.21 | 1.16 | 0.2487 | 0.2487 | 7.24 | 2.60 | 0.2531 | -- | 5.92 | 1,729,803.00 | 0.8737 | 1.65 | 1.17 | 2.17 | 47.03 | 50.36 | 3.45 | 5.24 | -- | 1.23 | 0.9161 | 75.75 | 32.17 | 49.57 | 46.55 | 12.21 | 19.90 | 14.87 |
| BKI Investment Company Ltd | 69.42m | 61.13m | 1.44bn | 0.00 | 23.46 | 1.03 | -- | 20.69 | 0.0759 | 0.0759 | 0.0862 | 1.73 | 0.0465 | -- | 12.31 | -- | 4.09 | 5.00 | 4.10 | 5.02 | 97.79 | 98.14 | 88.06 | 91.85 | -- | -- | 0.00 | 51.49 | -9.96 | -3.17 | -8.10 | -2.93 | -- | 1.39 |
| Centuria Capital Group | 412.97m | 71.69m | 1.48bn | -- | 20.33 | 1.02 | 18.73 | 3.58 | 0.0876 | 0.0876 | 0.5042 | 1.75 | 0.1373 | -- | 3.92 | -- | 2.37 | 2.97 | 2.98 | 3.29 | 84.65 | 81.95 | 17.24 | 24.67 | -- | 4.83 | 0.243 | 109.42 | -11.64 | 23.04 | -3.57 | 14.99 | -42.27 | 1.59 |
| Magellan Financial Group Ltd | 387.93m | 228.71m | 1.59bn | 100.00 | 7.29 | 1.60 | 6.83 | 4.10 | 1.27 | 1.27 | 2.15 | 5.78 | 0.3588 | -- | 8.50 | 3,558,982.00 | 21.15 | 25.60 | 22.85 | 29.44 | 96.66 | 96.84 | 58.96 | 52.86 | -- | -- | 0.0063 | 98.33 | -12.28 | -9.26 | 30.72 | -8.73 | 4.25 | -18.87 |
| HMC Capital Ltd | 168.18m | 215.47m | 1.68bn | -- | 7.25 | 0.9907 | 4.73 | 10.01 | 0.5629 | 0.5629 | 0.4506 | 4.12 | 0.0848 | -- | 6.29 | -- | 17.84 | 3.61 | 24.00 | 4.18 | -- | -- | 210.30 | 59.76 | -- | -- | 0.1086 | 168.37 | 17.99 | 10.49 | 15.58 | -- | -- | -- |
| Wam Leaders Ltd | 81.49m | 44.44m | 1.70bn | -- | 37.38 | 0.9354 | -- | 20.82 | 0.033 | 0.033 | 0.0623 | 1.32 | 0.0455 | -- | 6.30 | -- | 2.48 | 6.43 | 2.50 | 6.82 | 64.42 | 76.56 | 54.54 | 59.85 | -- | -- | 0.00 | 92.63 | -75.50 | -14.26 | -82.83 | -20.76 | -- | 10.56 |
| Wam Capital Ltd | 457.24m | 272.52m | 1.76bn | 30.00 | 6.39 | 0.9253 | -- | 3.85 | 0.2448 | 0.2448 | 0.4109 | 1.69 | 0.2384 | -- | 72.14 | -- | 14.21 | 4.20 | 14.79 | 4.35 | 83.23 | 72.04 | 59.60 | 58.55 | -- | -- | 0.00 | 213.90 | 44.41 | 71.34 | 32.28 | 73.61 | -- | 0.00 |
| L1 Long Short Fund Ltd | 349.19m | 39.62m | 1.84bn | -- | 45.31 | 1.00 | -- | 5.26 | 0.0645 | 0.0645 | 0.5613 | 2.91 | 0.0806 | -- | 6,126.14 | -- | 0.9147 | 5.41 | 2.13 | 12.17 | 74.43 | 76.62 | 11.35 | 44.50 | -- | 1.22 | 0.00 | -- | 3.42 | 100.09 | 4.30 | -- | -- | -- |
| Deterra Royalties Ltd | 233.86m | 140.08m | 2.04bn | 11.00 | 14.56 | 20.14 | 14.47 | 8.71 | 0.2645 | 0.2645 | 0.4416 | 0.1912 | 0.7843 | -- | 3.55 | 21,259,640.00 | 46.98 | -- | 47.47 | -- | 51.01 | -- | 59.90 | -- | -- | 131.15 | 0.7567 | -- | 4.90 | -- | 1.59 | -- | -- | -- |
| Generation Development Group Ltd | 560.43m | 80.34m | 2.10bn | 200.00 | 19.41 | 4.65 | 5.25 | 3.74 | 0.273 | 0.273 | 2.28 | 1.14 | 0.1488 | -- | -- | -- | 10.37 | 3.41 | -- | -- | -- | -- | 69.71 | 57.83 | -- | 461.82 | 0.0642 | -- | 38.58 | 32.31 | 30.30 | -36.36 | -21.88 | 0.7135 |
| Perpetual Ltd | 1.37bn | -494.70m | 2.31bn | 1.88k | -- | 1.26 | -- | 1.68 | -4.39 | -4.39 | 12.19 | 15.99 | 0.3683 | -- | 5.97 | 731,273.30 | -13.27 | -1.45 | -16.77 | -1.86 | -- | -- | -36.04 | -3.65 | -- | 5.47 | 0.3565 | -- | 31.56 | 20.98 | -900.34 | -- | 9.72 | -13.94 |
| Metrics Master Income Trust | 180.93m | 173.61m | 2.50bn | 0.00 | 12.39 | 1.02 | -- | 13.84 | 0.1654 | 0.1654 | 0.1723 | 2.00 | 0.0879 | -- | 12.04 | -- | 8.43 | 6.26 | 8.49 | 6.30 | 99.77 | 99.68 | 95.95 | 94.61 | -- | -- | 0.00 | 100.07 | 27.02 | 30.10 | 27.88 | 31.03 | -- | 44.74 |
| MFF Capital Investments Ltd | 994.37m | 682.85m | 2.58bn | -- | 3.74 | 1.06 | -- | 2.60 | 1.18 | 1.18 | 1.72 | 4.16 | 0.3654 | -- | 175.95 | -- | 25.09 | 8.35 | 27.06 | 9.30 | 98.38 | 95.16 | 68.67 | 65.92 | -- | -- | 0.0069 | 28.48 | 37.55 | 15.71 | 38.25 | 15.40 | -- | 30.01 |
| Insignia Financial Ltd | 1.74bn | -152.20m | 2.59bn | 1.30k | -- | 1.27 | -- | 1.48 | -0.2289 | -0.2289 | 2.62 | 3.04 | 0.4605 | -- | 9.38 | -- | -4.02 | -1.05 | -4.28 | -1.17 | 80.14 | 68.15 | -8.73 | -2.98 | -- | 5.26 | 0.3666 | -- | -3.19 | 11.60 | -4,311.36 | -- | -47.46 | -23.08 |
| AMP Ltd | 2.78bn | 180.00m | 3.39bn | 4.30k | 19.91 | 0.9282 | -- | 1.22 | 0.0673 | 0.0559 | 1.04 | 1.44 | 0.0829 | -- | 6.36 | -- | 0.537 | 0.0545 | 2.12 | 0.1119 | 36.79 | 49.43 | 6.48 | 0.8672 | -- | -- | 0.8872 | 578.88 | 5.79 | -6.80 | 44.00 | -- | -3.09 | -- |
Data as of Jul 03 2025. Currency figures normalised to Insignia Financial Ltd's reporting currency: Australian Dollar AUD
39.80%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Australian Retirement Trust Pty Ltd.as of 13 Jun 2025 | 76.75m | 11.44% |
| The Vanguard Group, Inc.as of 20 Feb 2025 | 40.36m | 6.02% |
| State Street Global Advisors, Australia, Ltd.as of 12 Mar 2025 | 30.02m | 4.48% |
| Norges Bank Investment Managementas of 31 Dec 2024 | 27.61m | 4.12% |
| First Sentier Investors (Australia) IM Ltd.as of 09 Apr 2025 | 22.53m | 3.36% |
| Dimensional Fund Advisors LPas of 05 Jun 2025 | 20.36m | 3.04% |
| Vanguard Investments Australia Ltd.as of 31 May 2025 | 14.90m | 2.22% |
| Franklin Templeton Australia Ltd.as of 31 May 2025 | 14.79m | 2.21% |
| First Sentier Investors RQI Pty Ltd.as of 09 Apr 2025 | 12.32m | 1.84% |
| BlackRock Fund Advisorsas of 05 Jun 2025 | 7.28m | 1.09% |
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Data from 31 Dec 2024 - 27 Jun 2025Source: FactSet Research Systems Inc.
