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IRE: Improved Margins And New Leadership Will Drive Share Price Higher

Update shared on 23 Nov 2025

Fair value Increased 7.48%
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AnalystConsensusTarget's Fair Value
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1Y
-6.1%
7D
-2.1%

Analysts have raised their price target for Iress from $9.40 to $10.10. They cite improvements in projected profit margins and a slightly lower discount rate as key factors supporting the new valuation.

What's in the News

  • Iress announced that Old Mission has joined its UK Retail Service Provider (RSP) network. This development broadens ETF coverage and improves pricing, liquidity, and execution for UK retail brokers and investors (Client Announcements).
  • Iress is attracting new buyout interest from TA Associates, with rumors of additional suitors and ongoing discussions involving several investment funds and private equity firms (M&A Rumors and Discussions).
  • Negotiations between Blackstone and Iress have stalled over deal terms. Blackstone is holding firm on its offer, while Iress is withholding exclusive due diligence access until a higher bid is made (M&A Rumors and Discussions).
  • Andrew Russell, former CEO of Bravura, has been appointed as Iress's new CEO and managing director. He is set to begin in November and will lead a new product and client-focused phase for the company (Executive Changes - CEO).

Valuation Changes

  • Consensus Analyst Price Target has increased from A$9.40 to A$10.10.
  • Discount Rate has declined slightly from 8.25% to 8.24%.
  • Revenue Growth forecast has decreased from negative 1.59% to negative 1.89%.
  • Net Profit Margin projection has improved from 14.41% to 15.98%.
  • Future P/E ratio has decreased marginally from 27.28x to 26.82x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.