Insignia Financial Ltd. provides financial advice, platforms, and asset management services in Australia. The company offers financial services solutions on superannuation and investments to clients including investors, members, employers, and advisers. It also provides financial advisory, various financial products and services, and investment management services on behalf of institutional, retail, and direct clients. The company was formerly known as IOOF Holdings Ltd. and changed its name to Insignia Financial Ltd. in December 2021. The company was founded in 1846 and is based in Docklands, Australia.
| Market Capitalization | $1563.7319 million |
| P/E Ratio | 31.36 |
| P/E Growth Ratio | 0 |
| Book Value | 3.527 |
| Dividend Per Share | 0.186 |
| Earnings Per Share | 0.01 |
| EBITDA | 291,100 |
| Profit Margin | 0.0264 |
| Operating Margin TTM | 0.11 |
| Return on Assets TTM | 0.0255 |
| Return on Equity TTM | 0.0018 |
| Revenue TTM | 1,948,400 |
All numbers are in thousands
| Date | Total Revenue | Cost of Revenue | Gross Profit | Total Operating Expenses |
|---|---|---|---|---|
| 2000-06-30 | 61,652 | |||
| 2001-06-30 | 92,140 | |||
| 2003-06-30 | 105,916 | 2,454 | 103,462 | 122,834 |
| 2004-06-30 | 145,689 | 145,689 | 166,424 | |
| 2005-06-30 | 172,534 | 172,534 | 178,241 | |
| 2006-06-30 | 214,780 | 214,780 | 313,778 | |
| 2007-06-30 | 252,746 | 252,746 | 418,116 | |
| 2008-06-30 | 260,005 | 260,005 | 269,672 | |
| 2009-06-30 | 289,130 | 289,130 | 269,814 | |
| 2010-06-30 | 627,640 | 627,640 | 641,204 | |
| 2011-06-30 | 622,608 | 622,608 | 583,883 | |
| 2012-06-30 | 608,885 | 608,885 | 566,162 | |
| 2013-06-30 | 674,949 | 282,583 | 392,366 | 350,041 |
| 2014-06-30 | 730,047 | 306,433 | 423,614 | 350,592 |
| 2015-06-30 | 991,843 | 335,552 | 656,291 | 457,624 |
| 2016-06-30 | 887,628 | 320,421 | 567,207 | 390,088 |
| 2017-06-30 | 874,091 | 312,280 | 561,811 | 373,344 |
| 2018-06-30 | 901,715 | 326,511 | 575,204 | 405,654 |
| 2019-06-30 | 973,509 | 470,873 | 502,636 | 652,481 |
| 2020-06-30 | 1,146,868 | 567,135 | 579,733 | 496,393 |
| 2021-06-30 | 1,260,700 | 495,500 | 765,200 | 773,800 |
| 2022-06-30 | 2,126,000 | 668,500 | 1,457,500 | 1,444,500 |
| 2023-06-30 | 1,899,500 | 560,500 | 1,339,000 | 1,363,700 |
All numbers are in thousands
| Date | Cash | Total Assets | Total Liabilities | Short Term Debt | Long Term Debt | Common Stock |
|---|---|---|---|---|---|---|
| 2000-06-30 | 28,889 | 111,090 | 18,665 | 78,950 | ||
| 2001-06-30 | 13,584 | 124,578 | 24,025 | 100,365 | ||
| 2002-06-30 | 39,244 | 157,843 | 28,308 | 129,382 | ||
| 2003-06-30 | 24,358 | 207,769 | 43,391 | 1,315 | 129,382 | |
| 2004-06-30 | 62,124 | 309,224 | 60,520 | 170,136 | ||
| 2005-06-30 | 33,043 | 380,929 | 78,288 | 170,280 | ||
| 2006-06-30 | 502,385 | 1,585,410 | 1,396,388 | 171,324 | ||
| 2007-06-30 | 509,280 | 1,736,720 | 1,546,815 | 33,500 | 173,684 | |
| 2008-06-30 | 583,444 | 1,421,894 | 1,189,316 | 61,751 | 213,936 | |
| 2009-06-30 | 586,698 | 2,075,369 | 1,194,911 | 30,533 | 86 | 849,610 |
| 2010-06-30 | 618,171 | 2,094,990 | 1,208,036 | 14,593 | 858,178 | |
| 2011-06-30 | 152,999 | 2,057,763 | 1,155,785 | 19 | 20 | 868,451 |
| 2012-06-30 | 113,344 | 1,926,593 | 1,099,271 | 408 | 1,383 | 869,070 |
| 2013-06-30 | 98,252 | 1,947,120 | 1,130,569 | 105,543 | 1,072 | 862,321 |
| 2014-06-30 | 109,505 | 2,018,980 | 1,205,640 | 111,059 | 20,509 | 859,965 |
| 2015-06-30 | 150,533 | 2,803,087 | 1,430,829 | 1,088 | 206,562 | 1,437,757 |
| 2016-06-30 | 186,992 | 2,742,818 | 1,343,118 | 245 | 206,730 | 1,436,460 |
| 2017-06-30 | 208,218 | 2,750,991 | 1,390,543 | 40 | 116,908 | 1,434,459 |
| 2018-06-30 | 121,441 | 3,130,857 | 1,318,170 | 462,530 | 0 | 1,967,023 |
| 2019-06-30 | 97,442 | 3,705,247 | 2,048,390 | 1,763,373 | 426,503 | 1,963,109 |
| 2020-06-30 | 374,730 | 4,258,666 | 2,515,403 | 925,257 | 457,858 | 1,965,824 |
| 2021-06-30 | 670,700 | 5,709,800 | 3,217,700 | 648,600 | 648,600 | 2,996,000 |
| 2022-06-30 | 518,000 | 5,514,300 | 3,113,400 | 31,800 | 771,300 | 3,013,600 |
| 2023-06-30 | 505,600 | 5,004,800 | 2,675,000 | 30,900 | 775,600 | 3,036,100 |
All numbers are in thousands
| Date | Net Income | Total Cash | Change in Cash | Begin period cash | End period cash | Dividends |
|---|---|---|---|---|---|---|
| 2000-06-30 | 5,571 | |||||
| 2001-06-30 | 8,130 | 60,206 | ||||
| 2003-06-30 | 20 | -19,629 | 60,206 | 40,577 | ||
| 2004-06-30 | -474 | 2,407 | 34,885 | 40,577 | 75,462 | |
| 2005-06-30 | 65,133 | 30,679 | 6,056 | 75,462 | 81,518 | 12,761 |
| 2006-06-30 | 23,273 | 67,960 | -411,954 | 914,339 | 502,385 | 17,007 |
| 2007-06-30 | 22,344 | 81,323 | 6,895 | 502,385 | 509,280 | 22,957 |
| 2008-06-30 | 23,340 | 111,602 | 74,164 | 509,280 | 583,444 | 27,193 |
| 2009-06-30 | 15,847 | -34,266 | 3,254 | 583,444 | 586,698 | 11,985 |
| 2010-06-30 | 68,403 | 117,298 | 31,472 | 586,699 | 618,171 | 83,123 |
| 2011-06-30 | 99,489 | 122,197 | 20,219 | 132,780 | 152,999 | 95,860 |
| 2012-06-30 | 19,373 | 102,954 | -39,655 | 152,999 | 113,344 | 100,176 |
| 2013-06-30 | 79,769 | 80,350 | -15,092 | 113,344 | 98,252 | 92,047 |
| 2014-06-30 | 101,285 | 139,086 | 11,253 | 98,252 | 109,505 | 108,105 |
| 2015-06-30 | 138,371 | 186,186 | 41,028 | 109,505 | 150,533 | 155,377 |
| 2016-06-30 | 196,846 | 168,851 | 36,459 | 150,533 | 186,992 | 173,916 |
| 2017-06-30 | 115,990 | 179,279 | 21,226 | 186,992 | 208,218 | 159,582 |
| 2018-06-30 | 88,301 | 216,388 | -86,777 | 208,218 | 121,441 | 180,238 |
| 2019-06-30 | 28,560 | 157,220 | -28,177 | 125,619 | 97,442 | 191,002 |
| 2020-06-30 | 146,964 | 145,432 | 262,325 | 112,405 | 374,730 | 122,530 |
| 2021-06-30 | -143,500 | 137,800 | 296,000 | 374,700 | 670,700 | 115,000 |
| 2022-06-30 | 27,600 | 154,400 | -152,700 | 670,700 | 518,000 | 134,700 |
| 2023-06-30 | 51,200 | 21,700 | -12,400 | 518,000 | 505,600 | 120,000 |