Insignia Financial Ltd.

ASX:IFL Stock Report

Market Cap: AU$2.5b

Insignia Financial Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

ASX:IFL Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
27 Mar 25BuyAU$43,355,330Morgan Stanley, Investment Banking and Brokerage InvestmentsCompany9,562,080AU$4.53
27 Mar 25SellAU$7,660,774Mitsubishi UFJ Asset Management Co., Ltd.Company1,734,344AU$4.42
27 Mar 25SellAU$51,640,721Morgan Stanley, Investment Banking and Brokerage InvestmentsCompany11,475,214AU$4.50
26 Mar 25BuyAU$608,391Mitsubishi UFJ Asset Management Co., Ltd.Company137,737AU$4.42
24 Mar 25SellAU$14,050,631First Sentier Investors (Australia) IM LtdCompany3,056,563AU$4.60
20 Feb 25BuyAU$22,378,315The Vanguard Group, Inc.Company4,833,330AU$4.63
06 Feb 25SellAU$16,126,189The Vanguard Group, Inc.Company3,469,069AU$4.68
05 Feb 25BuyAU$71,908,815Morgan Stanley, Investment Banking and Brokerage InvestmentsCompany16,200,456AU$4.44
05 Feb 25SellAU$18,766,328Morgan Stanley, Investment Banking and Brokerage InvestmentsCompany4,503,775AU$4.17
04 Feb 25BuyAU$3,768,005Mitsubishi UFJ Asset Management Co., Ltd.Company853,525AU$4.41
03 Feb 25SellAU$4,972,870Mitsubishi UFJ Asset Management Co., Ltd.Company1,246,510AU$3.99
09 Jan 25BuyAU$133,009First Sentier Investors (Australia) IM LtdCompany35,758AU$3.72
17 Dec 24SellAU$8,440,417Mitsubishi UFJ Asset Management Co., Ltd.Company2,410,166AU$3.50
17 Dec 24SellAU$20,569,822Morgan Stanley, Investment Banking and Brokerage InvestmentsCompany6,447,604AU$3.19
16 Dec 24BuyAU$7,758,450Mitsubishi UFJ Asset Management Co., Ltd.Company2,411,751AU$3.22
16 Dec 24BuyAU$2,650,458Morgan Stanley, Investment Banking and Brokerage InvestmentsCompany797,506AU$3.32
09 Dec 24BuyAU$64,147,292Australian Retirement Trust Pty LtdCompany20,248,779AU$3.17
28 Nov 24SellAU$41,268,738Australian Retirement Trust Pty LtdCompany13,122,177AU$3.14
11 Nov 24SellAU$3,465,629First Sentier Investors (Australia) IM LtdCompany1,087,641AU$3.19
01 Nov 24BuyAU$5,742,277Morgan Stanley, Investment Banking and Brokerage InvestmentsCompany2,083,734AU$2.76
01 Nov 24BuyAU$6,808,460Mitsubishi UFJ Asset Management Co., Ltd.Company2,702,581AU$2.52
01 Nov 24SellAU$16,733,499Morgan Stanley, Investment Banking and Brokerage InvestmentsCompany5,549,318AU$3.02
01 Nov 24SellAU$9,249,315First Sentier Investors (Australia) IM LtdCompany3,289,727AU$2.81
18 Oct 24BuyAU$70,059,176Australian Retirement Trust Pty LtdCompany29,378,008AU$2.38
14 Oct 24SellAU$180,561Mitsubishi UFJ Asset Management Co., Ltd.Company76,736AU$2.35
08 Oct 24SellAU$47,585,356Australian Retirement Trust Pty LtdCompany21,514,129AU$2.21
28 Aug 24BuyAU$123,363Scott HartleyIndividual53,018AU$2.43
28 Aug 24BuyAU$39,725Gai McGrathIndividual17,500AU$2.27
27 Aug 24BuyAU$49,997Michelle SomervilleIndividual21,277AU$2.35
26 Aug 24BuyAU$231,564Allan GriffithsIndividual100,000AU$2.32
26 Aug 24BuyAU$49,999Andrew BlooreIndividual21,231AU$2.35
23 Aug 24BuyAU$94,775Jodie HampshireIndividual40,000AU$2.37
19 Aug 24BuyAU$61,150,926Morgan Stanley, Investment Banking and Brokerage InvestmentsCompany26,589,848AU$2.30
19 Aug 24SellAU$50,134,692Morgan Stanley, Investment Banking and Brokerage InvestmentsCompany21,380,499AU$2.35
15 Aug 24BuyAU$14,516,821Mitsubishi UFJ Asset Management Co., Ltd.Company5,950,368AU$2.44
07 Aug 24SellAU$8,123,756First Sentier Investors (Australia) IM LtdCompany3,288,751AU$2.47
21 Jun 24SellAU$565,530Mitsubishi UFJ Asset Management Co., Ltd.Company257,819AU$2.19
14 Jun 24BuyAU$3,026,770First Sentier Investors (Australia) IM LtdCompany1,268,969AU$2.39

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of IFL?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders49,514,8007.41%
VC/PE Firms95,766,64814.3%
General Public164,492,83224.6%
Institutions358,133,27553.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 73.8% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
14.3%
Tanarra Capital Australia Pty Ltd
95,766,648AU$354.3m0%54.79%
10.5%
Australian Retirement Trust Pty Ltd
69,781,820AU$258.2m28.3%6.87%
9.02%
Host-Plus Pty. Limited
60,244,483AU$222.9m0%16.06%
7.15%
State Street Global Advisors, Inc.
47,769,473AU$176.7m18.6%no data
6.04%
The Vanguard Group, Inc.
40,364,507AU$149.3m23.2%no data
4.11%
Norges Bank Investment Management
27,467,669AU$101.6m0%0.01%
4.02%
Bruce Neill
26,864,295AU$99.4m0%no data
3.88%
Dimensional Fund Advisors LP
25,923,813AU$95.9m-0.38%0.01%
3.37%
First Sentier Investors (Australia) IM Ltd
22,507,676AU$83.3m-11.7%0.15%
1.85%
Mitsubishi UFJ Asset Management Co., Ltd.
12,349,428AU$45.7m-13.9%0.02%
1.62%
BlackRock, Inc.
10,812,129AU$40.0m1.54%no data
1.58%
Morgan Stanley, Investment Banking and Brokerage Investments
10,532,932AU$39.0m944%no data
1.05%
Tony Poli
7,000,000AU$25.9m0%no data
0.95%
IOOF Investment Management Limited
6,327,549AU$23.4m0%0.75%
0.5%
Colonial First State Investments Limited
3,307,197AU$12.2m0%0.09%
0.47%
American Century Investment Management Inc
3,134,242AU$11.6m26.3%no data
0.43%
Nordea Investment Management, AB
2,875,264AU$10.6m-0.74%no data
0.43%
Ian Griffiths
2,867,896AU$10.6m0%no data
0.41%
Christopher Kelaher
2,738,854AU$10.1m0%no data
0.39%
Nt-Comnwlth Super Corp
2,582,142AU$9.6m0%0.09%
0.37%
Con Zempilas
2,465,593AU$9.1m0%no data
0.36%
JP Morgan Asset Management
2,431,869AU$9.0m8.39%no data
0.35%
BetaShares Capital Limited
2,338,961AU$8.7m4.06%0.03%
0.34%
John Gannon
2,265,506AU$8.4m0%no data
0.33%
Charles Schwab Investment Management, Inc.
2,223,394AU$8.2m-0.23%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/04/08 13:31
End of Day Share Price 2025/04/08 00:00
Earnings2024/12/31
Annual Earnings2024/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Insignia Financial Ltd. is covered by 24 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Benjamin BrayshawBarrenjoey Markets Pty Limited
Andrew AdamsBarrenjoey Markets Pty Limited
Lara TufegdzicBofA Global Research