Insignia Financial Ltd (ifl) Logo

Insignia Financial Ltd (IFL)

___:___ · Financial Services
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VOLUME
DIV YIELD
PE RATIO
1 YR RETURN
52 WEEK RANGE
Overview
Financials
News
Announcements

IFL ASX Chart

Snapshot

Insignia Financial Ltd (IFL) is an Australian wealth manager which provides financial advice, superannuation, wrap platforms and asset management services to members, financial advisers and corporate employers.

Share Price Activity (ASX)

Last (Price)
Change 0.00 (0.00)
Bid / Ask -
Volume
Volume (4w avg)
Turnover
Open
Day Range -
VWAP
Prev Close
Last Trade

Performance

1 Week
1 Month
2026 YTD
1 Year
vs Sector (1yr) +29.50%
vs ASX 200 (1yr) +24.70%

Size

Market Cap Question Mark Icon
Excludes mandatory escrowed shares and foreign shares.
ASX Rank 164 of 2,339
Sector Rank 57 of 741

Key Fundamentals

Shares Issued
Sector Financial Services
Similar Companies MFF / PNI / GQG
EPS $0.167
DPS $0.00
Book Value Per Share $3.182

Broker Consensus

IFL is not covered by a major broker, or data from most recent compilation was omitted due to not meeting QA guidelines.

Announcements

Price Sensitive only

Corporate Overview

Corporate Details

Head Office
Website -
Registry BoardRoom
Auditor KPMG
Date Listed 5 Dec 2003

Upcoming Calendar (Forecasted)

Date Event
20/08/2026 Report (Prelim)
16/10/2026 Report (Annual)
18/02/2027 Report (Interim)

Former Company Names

  • IOOF Holdings Limited (IOOF ), 10/12/2021

Dividend History

DPS and Yield calculations use the Pay Date.

Ex-Date Amount Franking Gross Type Payable
08/03/2024 $0.093 0% $0.093 Interim 03/04/2024
07/09/2023 $0.093 0% $0.093 Final 03/10/2023
10/03/2023 $0.105 50% $0.1275 Interim 03/04/2023
07/09/2022 $0.118 100% $0.1686 Final 29/09/2022
10/03/2022 $0.118 100% $0.1686 Interim 01/04/2022
07/09/2021 $0.115 100% $0.1643 Final 22/09/2021
03/03/2021 $0.115 100% $0.1643 Interim 18/03/2021
07/09/2020 $0.115 100% $0.1643 Final 22/09/2020
25/02/2020 $0.16 100% $0.2286 Interim 16/03/2020
12/09/2019 $0.19 100% $0.2714 Final 27/09/2019
26/02/2019 $0.255 100% $0.3643 Interim 15/03/2019
20/08/2018 $0.27 100% $0.3857 Final 04/09/2018
23/02/2018 $0.27 100% $0.3857 Interim 14/03/2018
17/08/2017 $0.27 100% $0.3857 Final 01/09/2017
08/03/2017 $0.26 100% $0.3714 Interim 30/03/2017
29/09/2016 $0.26 100% $0.3714 Final 13/10/2016
16/03/2016 $0.285 100% $0.4071 Interim 07/04/2016
22/09/2015 $0.28 100% $0.40 Final 15/10/2015
16/03/2015 $0.25 100% $0.3571 Interim 10/04/2015
22/09/2014 $0.25 100% $0.3571 Final 15/10/2014
12/03/2014 $0.225 100% $0.3214 Interim 09/04/2014
18/09/2013 $0.225 100% $0.3214 Final 16/10/2013
07/03/2013 $0.195 100% $0.2786 Interim 10/04/2013
10/09/2012 $0.18 100% $0.2571 Final 17/10/2012
27/02/2012 $0.19 100% $0.2714 Interim 04/04/2012
01/09/2011 $0.22 100% $0.3143 Final 20/10/2011
03/03/2011 $0.21 100% $0.30 Interim 23/03/2011
01/09/2010 $0.18 100% $0.2571 Final 13/10/2010
03/03/2010 $0.17 100% $0.2429 Interim 24/03/2010
15/09/2009 $0.04 100% $0.0571 Final 16/10/2009
10/07/2009 $0.13 100% $0.1857 Interim 31/07/2009
Show All

See Upcoming Dividends for all ASX companies.

Key Data
DPS(TTM) $0.00
Gross DPS(TTM) $0.00
Dividend yield
Gross yield
Payout Ratio 0%
DRP No
DRP Features -

Directors & Management

Directors

Management

Director Transactions

IFL directors must report any change in shareholding to the ASX within 5 business days.

See Director Transactions for all ASX companies.

Date Director Type Amount Price Value Notes
21/11/24 Scott Hartley Issued 804,485 $3.15 $2,534,127 Issue of securities
28/08/24 Scott Hartley Buy +19,717 $2.28 $44,859 On-market trade
28/08/24 Gai McGrath Buy +17,500 $2.27 $39,725 On-market trade
27/08/24 Scott Hartley Buy +4,301 $2.32 $9,978 On-market trade
27/08/24 Michelle Somerville Buy +21,277 $2.35 $49,996 On-market trade
26/08/24 Scott Hartley Buy +21,000 $2.34 $49,140 On-market trade
26/08/24 Robert Bloore Buy +21,231 $2.35 $49,999 On-market trade
26/08/24 Allan Griffiths Buy +100,000 $2.32 $231,563 On-market trade
23/08/24 Scott Hartley Buy +8,000 $2.43 $19,440 On-market trade
23/08/24 Jodie Hampshire Buy +40,000 $2.37 $94,774 On-market trade
28/09/23 Renato Mota Expiry 113,476 $2.36 $267,803 As advised by the company
25/08/23 Robert Bloore Buy +20,040 $2.49 $49,999 On-market trade
21/11/22 Renato Mota Issued 527,261 $3.33 $1,755,779 Issue of securities
21/11/22 Renato Mota Expiry 86,239 $3.33 $287,175 As advised by the company
14/10/22 John Selak Issued 5,587 $3.16 $17,667 Dividend Reinvestment Plan (DRP)
04/08/22 Renato Mota Buy +62,500 $3.19 $199,375 Conversion of securities
04/08/22 Renato Mota Exercise 62,500 $3.19 $199,375 Conversion of securities
04/08/22 Renato Mota Expiry 62,500 $3.19 $199,375 As advised by the company
07/04/22 John Selak Issued 4,727 $3.62 $17,110 Dividend Reinvestment Plan (DRP)
25/11/21 Renato Mota Issued 351,428 $3.77 $1,324,883 Issue of securities
07/06/21 Renato Mota Transfer 28,112 $4.15 $116,664 Off-market transfer
07/06/21 Renato Mota Transfer 28,112 $4.15 $116,664 Off-market transfer
21/12/20 Renato Mota Issued 239,597 $3.62 $867,341 Issue of securities
06/10/20 Allan Griffiths Buy +38,749 $3.22 $124,771 On-market trade
01/10/20 John Selak Buy +45,000 $3.13 $140,850 On-market trade
23/09/20 Robert Bloore Buy +8,571 $3.50 $30,000 Participation in share purchase plan
23/09/20 John Selak Buy +8,571 $3.50 $30,000 Participation in share purchase plan
22/09/20 Robert Bloore Issued 2,789 $3.50 $9,761 Rights issue
22/09/20 John Selak Issued 26,316 $3.50 $92,106 Rights issue
22/09/20 Elizabeth Flynn Issued 15,864 $3.50 $55,524 Rights issue
22/09/20 Renato Mota Issued 97,238 $3.50 $340,333 Rights issue
22/09/20 Allan Griffiths Issued 19,823 $3.50 $69,380 Rights issue
10/09/20 Renato Mota Buy +17,751 $3.38 $59,998 On-market trade
02/09/20 John Selak Buy +10,113 $3.68 $37,215 On-market trade
02/09/20 Michelle Somerville Buy +10,840 $3.72 $40,324 On-market trade
04/08/20 Renato Mota Expiry 15,000 $4.50 $67,500 As advised by the company
04/08/20 Renato Mota Exercise 13,112 $4.50 $59,004 As advised by the company
04/08/20 Renato Mota Issued 13,112 $4.50 $59,004 As advised by the company
04/08/20 Renato Mota Exercise 15,000 $4.50 $67,500 Conversion of securities
04/08/20 Renato Mota Buy +15,000 $4.50 $67,500 Conversion of securities
04/08/20 Renato Mota Transfer 38,290 $4.50 $172,305 As advised by the company
04/08/20 Renato Mota Transfer 38,290 $4.50 $172,305 As advised by the company
18/03/20 Robert Bloore Buy +5,830 $3.43 $20,000 On-market trade
13/03/20 Renato Mota Buy +54,000 $3.69 $199,260 On-market trade
17/12/19 Renato Mota Issued 75,000 $8.01 $600,750 Issue of securities
21/10/19 Elizabeth Flynn Buy +6,729 $7.44 $50,064 On-market trade
01/08/19 Renato Mota Issued 13,112 $5.79 $75,918 As advised by the company
01/08/19 Renato Mota Buy +15,000 $5.79 $86,850 Conversion of securities
01/08/19 Renato Mota Exercise 15,000 $5.79 $86,850 Conversion of securities
10/08/18 Jane Harvey Buy +5,400 $8.95 $48,330 On-market trade
10/08/18 George Venardos Buy +11,325 $8.83 $100,000 On-market trade
01/05/18 Elizabeth Flynn Buy +5,000 $9.40 $47,000 On-market trade
01/05/18 John Selak Buy +13,572 $9.39 $127,441 On-market trade
27/04/18 George Venardos Buy +11,000 $9.12 $100,320 On-market trade
09/04/18 Allan Griffiths Buy +10,000 $9.43 $94,300 On-market trade
19/02/18 John Selak Buy +15,000 $10.28 $154,200 On-market trade
19/02/18 George Venardos Buy +10,000 $10.28 $102,800 On-market trade
24/11/17 Christopher (Chris) Kelaher Buy +2,856 $10.51 $30,017 Participation in share purchase plan
24/11/17 Christopher (Chris) Kelaher Issued 122,500 $10.96 $1,342,600 Issue of securities
21/11/17 Elizabeth Flynn Buy +1,428 $10.51 $15,008 Participation in share purchase plan
21/11/17 George Venardos Buy +1,428 $10.51 $15,008 Participation in share purchase plan
21/11/17 Allan Griffiths Buy +1,428 $10.51 $15,008 Participation in share purchase plan
20/02/17 George Venardos Buy +1,000 $8.51 $8,507 On-market trade
20/02/17 Christopher (Chris) Kelaher Buy +25,000 $8.48 $211,994 On-market trade
28/11/16 John Selak Buy +25,000 $8.58 $214,500 On-market trade
Show All

Director Interests

The current holdings of IFL directors.

Director Last Notice Direct Shares Indirect Shares Options Convertibles
Scott Hartley 30/06/2025 45,018 8,000 N/A N/A
Jodie Hampshire 30/06/2025 N/A 40,000 N/A N/A
Robert Bloore 30/06/2025 N/A 58,461 N/A N/A
Michelle Somerville 30/06/2025 N/A 32,117 N/A N/A
Allan Griffiths 30/06/2025 N/A 200,000 N/A N/A
Gai McGrath 30/06/2025 N/A 17,500 N/A N/A

Shareholder Info

Top 20 Shareholders
About the Data

Data supplied by Morningstar and accurate on Aug 21, 2025.

It's not possible to publish a real-time Top 20 Shareholder list. Companies are not obliged to report this data (with the exception of Substantial Shareholders above 5%). If a company chooses to publish the data, it's usually once a year in their Annual Report.

All data is manually compiled so there might be a delay between the Annual Report being published and the data appearing on Market Index (<7 days for ASX 300 and up to 30 days for micro-caps).

Name Shares Capital
Citicorp Nominees Pty Limited 177,303,204 26.43%
HSBC Custody Nominees (Australia) Limited 162,346,115 24.20%
J P Morgan Nominees Australia Pty Limited 92,196,878 13.75%
Mr Bruce William Neill 26,464,295 3.95%
BNP Paribas Noms Pty Ltd 9,064,692 1.35%
BNP Paribas Nominees Pty Ltd <Agency Lending A/C> 6,090,324 0.91%
HSBC Custody Nominees (Australia) Limited i 5,700,346 0.85%
BNP Paribas Nominees Pty Ltd <Agency Lending Collateral> 5,000,000 0.74%
Neweconomy Com Au Nominees Pty Limited 4,065,266 0.61%
HSBC Custody Nominees (Australia) Limited A/C 2 4,000,476 0.60%
Aigle Royal Superannuation Pty Ltd <A Poli Super Fund A/C> 4,000,000 0.60%
Certane Ct Pty Ltd <Ioof Ept Unalloc A/C> 3,169,828 0.47%
Thanecorp Australia Pty Ltd <Cfk Retirement Fund A/C> 2,826,854 0.42%
Mr Con Zempilas 2,465,593 0.37%
Ioof Investment Services Limited <Ips Superfund A/C> 2,385,494 0.36%
Sam Gannon Pty Ltd <The J B Gannon Family A/C> 2,265,506 0.34%
Ravenscourt Proprietary Limited 2,028,172 0.30%
HSBC Custody Nominees (Australia) Limited <Nt Comnwlth Super Corp A/C> 2,005,304 0.30%
Mrs Sally Kelaher 1,928,518 0.29%
Mr Ian Gregory Griffiths 1,540,419 0.23%

Shareholder Distribution

As reported in the most recent Annual Report.

Holding Size 1 - 1,000 1,001 - 5,000 5,001 - 10,000 10,001 - 100,000 100,001+ Total
No. of Shareholders 26,801 12,085 2,768 2,211 158 44,023

Substantial Shareholders

A substantial shareholder is a person or entity that owns 5% or more of the voting shares in a company. Shares can be held through multiple entities, so the Substantial Shareholders list differs from the Top 20 Shareholders list.

Shareholding changes less than 1% do not require notification to the market. When all “Last Notice” dates are identical, it suggests that no (or minimal) change has occurred since the most recent Annual Report.

Note: If a substantial shareholder's stake drops below 5%, the "Shareholders Selling" field shows full ownership as sold and sets "New %" to zero, even if they continue to hold shares under the limit.

Name Last Notice Total Shares Shares Held (%)
Mitsubishi UFJ Financial Group, Inc 21/08/2025 38,380,943 5.72
Host-Plus Pty Limited 21/08/2025 60,244,483 9.09
Vanguard Group 21/08/2025 40,364,507 6.02
First Sentier Investors Holdings Pty Limited 11/03/2026 49,399,507 7.37
The Goldman Sachs Group, Inc. 09/03/2026 49,818,702 7.43
State Street Corporation and subsidiaries 15/04/2026 63,528,797 9.47
Tanarra Capital Australia Pty Ltd 13/04/2026 98,033,324 14.62

Shareholders Buying

12 month transaction history compiled from ASX announcements.

Date Name Bought Previous % New %
16-04-26 UBS Group AG and its related bodies corporate 37,626,330 -- 5.61
15-04-26 State Street Corporation and subsidiaries 7,033,137 8.42 9.47
30-03-26 UBS Group AG and its related bodies corporate 53,085,784 -- 7.91
20-03-26 UBS Group AG and its related bodies corporate 53,140,501 -- 7.92
09-03-26 The Goldman Sachs Group, Inc. 8,021,033 6.23 7.43
24-02-26 State Street Corporation and subsidiaries 7,585,654 7.29 8.42
12-02-26 The Goldman Sachs Group, Inc. 6,940,691 5.20 6.23
09-02-26 Mitsubishi UFJ Financial Group, Inc. 11,550,582 6.70 8.42
09-02-26 First Sentier Investors Holdings Pty Limited 11,550,582 6.70 8.42
28-01-26 State Street Corporation and subsidiaries 7,050,342 6.24 7.29
19-01-26 The Goldman Sachs Group, Inc. 34,856,978 -- 5.20
12-01-26 Mitsubishi UFJ Financial Group, Inc. 6,738,208 5.69 6.70
12-01-26 First Sentier Investors Holdings Pty Limited 7,142,141 5.69 6.76
29-10-25 Mitsubishi UFJ Financial Group, Inc. 10,108,556 5.72 7.23
29-10-25 First Sentier Investors Holdings Pty Limited 14,523,740 5.72 7.89
10-10-25 UBS Group AG and its related bodies corporate 6,703,465 6.34 7.34
09-09-25 UBS Group AG and its related bodies corporate 6,902,644 5.32 6.34
02-09-25 State Street Corporation and subsidiaries 7,433,756 7.39 8.50
15-08-25 UBS Group AG and its related bodies corporate 35,653,494 -- 5.32
07-08-25 State Street Corporation and subsidiaries 9,625,420 7.17 8.60
23-07-25 State Street Corporation and subsidiaries 7,112,723 6.11 7.17
13-06-25 Australian Retirement Trust Pty Ltd 6,966,983 10.40 11.44

Shareholders Selling

12 month transaction history compiled from ASX announcements.

Date Name Sold Previous % New %
20-04-26 Mitsubishi UFJ Financial Group, Inc. 41,960,726 6.26 --
20-04-26 Australian Retirement Trust Pty Ltd 60,437,890 9.01 --
17-04-26 UBS Group AG and its related bodies corporate 37,626,330 5.61 --
15-04-26 UBS Group AG and its related bodies corporate 40,709,967 6.07 --
13-04-26 Tanarra Capital Australia Pty Ltd 7,647,463 15.76 14.62
07-04-26 UBS Group AG and its related bodies corporate 12,375,817 7.91 6.07
02-04-26 Mitsubishi UFJ Financial Group, Inc. 7,438,781 7.37 6.26
26-03-26 UBS Group AG and its related bodies corporate 53,140,501 7.92 --
11-03-26 Mitsubishi UFJ Financial Group, Inc. 7,064,006 8.42 7.37
11-03-26 First Sentier Investors Holdings Pty Limited 7,064,006 8.42 7.37
09-02-26 Australian Retirement Trust Pty Ltd 7,718,139 10.16 9.01
20-01-26 UBS Group AG and its related bodies corporate 36,732,225 5.48 --
23-12-25 State Street Corporation and subsidiaries 7,113,765 7.30 6.24
18-11-25 UBS Group AG and its related bodies corporate 12,527,378 7.34 5.48
10-11-25 Mitsubishi UFJ Financial Group, Inc. 10,314,776 7.23 5.69
10-11-25 First Sentier Investors Holdings Pty Limited 10,314,776 7.23 5.69
28-10-25 Australian Retirement Trust Pty Ltd 8,592,774 11.44 10.16
01-10-25 State Street Corporation and subsidiaries 8,021,415 8.50 7.30
14-08-25 State Street Corporation and subsidiaries 8,127,322 8.60 7.39
21-07-25 State Street Corporation and subsidiaries 6,819,206 7.12 6.11

Historical Data

Share Price History

Date Close Change %Chg Open High Low Volume Turnover

Historical Data

Year Closing Price Last Trade
2025 $3.63 30 June
2024 $2.29 28 June
2023 $2.82 30 June
2022 $2.69 30 June
2021 $4.27 30 June
2020 $4.92 30 June
2019 $5.17 28 June
2018 $8.99 29 June
2017 $9.80 30 June
2016 $7.83 30 June
2015 $8.99 30 June
2014 $8.40 30 June
IFL Historical Price Data (CSV)
Up to 20 years of EOD share price history

Important note:

All year-end and CSV data is "as traded on the day" and ignores corporate actions (e.g. share splits)

Market Index, ASX and Morningstar Logos

All data on this page is supplied by the ASX, Morningstar and Market Index. Read the disclaimer.