IPH Dirección
Dirección controles de criterios 1/4
El CEO de IPH es Tony O'Malley, nombrado en Jul 2026, tiene una permanencia de menos de un año. posee directamente un 0.012% de las acciones de la empresa, con un valor de A$100.23K. La antigüedad media del equipo directivo y de la junta directiva es de 1.9 años y 3.4 años, respectivamente.
Información clave
Tony O'Malley
Chief Executive Officer (CEO)
n/a
Compensación total
| Porcentaje del salario del CEO | n/a |
| Permanencia del CEO | less than a year |
| Participación del CEO | 0.01% |
| Permanencia media de la dirección | 1.9yrs |
| Promedio de permanencia en la Junta Directiva | 3.4yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización de narrativa • Aug 21
IPH: CEO Transition And Capital Returns Will Support Future Re-Rating
Analysts have trimmed their price target for IPH to A$4.31 from A$4.80 as updated assumptions show a slightly higher discount rate, modestly adjusted revenue growth expectations, and a lower future P/E multiple and profit margin outlook. What's in the News for IPH IPH announced the appointment of Anthony (Tony) O'Malley as the new Chief Executive Officer, with the role effective from July 1, 2026.
Actualización de narrativa • Jun 29
IPH: New Leadership Transition Will Support Stronger Profitability Outlook
Analysts have trimmed their price targets for IPH to A$5.40 from A$6.50 as they factor in a lower assumed revenue growth rate, a slightly higher discount rate and a reduced future P/E multiple, partly offset by a modestly higher profit margin outlook. What's in the News for IPH IPH appointed Anthony (Tony) O'Malley as the new Chief Executive Officer, with the role effective from July 1, 2026.
Actualización de narrativa • Jun 15
IPH: Leadership Transition Will Sustain Overvaluation Concerns Despite Stable Fundamentals
Analysts have made only a modest adjustment to their A$ price target for IPH, reflecting relatively unchanged fair value at A$3.74, along with small tweaks to the discount rate, revenue growth expectations, profit margin and future P/E assumptions. What's in the News IPH appointed Anthony (Tony) O'Malley as the new Chief Executive Officer, effective July 1, 2026.Actualización de narrativa • Jun 01
IPH: Updated Assumptions Will Support A Balanced Yet Cautious Future Outlook
Analysts have trimmed their price target on IPH from A$3.95 to A$3.74, reflecting updated assumptions that now factor in lower revenue growth expectations, a slightly higher discount rate, modestly stronger profit margins and a higher future P/E multiple. What's in the News No recent company specific news items or key developments for IPH have been provided in the available sources.Actualización de narrativa • Apr 29
IPH: Share Buyback And Interim Dividend Will Support Future Re-Rating
Analysts have trimmed their price target on IPH by A$0.02 to reflect slightly lower discount rate and future P/E assumptions, while keeping revenue growth and profit margin expectations broadly unchanged. What's in the News The Board of Directors of IPH Limited authorized a share buyback plan on 19 February 2026 as part of the company’s capital management approach (Key Developments).Actualización de narrativa • Apr 14
IPH: Share Buyback And Higher Interim Dividend Will Support Future Re-Rating
Analysts have left their fair value estimate for IPH unchanged at A$4.80, with only minor tweaks to the discount rate and long term assumptions. As a result, the latest price target shift is marginal in absolute terms.Actualización de narrativa • Mar 31
IPH: Share Buyback And Rising Dividend Will Support Future Re-Rating
Analysts have nudged their price target on IPH slightly higher to A$4.80, reflecting small adjustments to the discount rate and long term assumptions on revenue growth, profit margin and future P/E that leave the overall valuation framework broadly unchanged. What's in the News The Board of Directors authorized a buyback plan on 19 February 2026, signaling continued focus on capital management (Key Developments).Actualización de narrativa • Mar 17
IPH: Share Buyback And Growing Dividends Will Support Future Re-Rating
Analysts have maintained their A$4.80 price target for IPH, citing only minor adjustments to discount rate, revenue growth, profit margin and future P/E assumptions that do not materially change their assessment of the stock’s valuation. What's in the News The Board of Directors of IPH Limited authorized a buyback plan on 19 February 2026, adding a new capital management lever to the existing framework (Key Developments).Actualización de narrativa • Mar 03
IPH: Buyback And Rising Margins Will Drive Future Re-Rating
Analysts have trimmed their price target on IPH to A$4.80 from A$5.22. This reflects updated assumptions that include a lower fair value, a slightly higher discount rate, more cautious revenue growth and a reduced future P/E multiple, partly offset by a higher profit margin forecast.Actualización de narrativa • Feb 17
IPH: Index Removal And Higher Future P/E Will Set Up Re-Rating
Analysts have trimmed their price target on IPH by A$0.02. Slightly higher discount rate assumptions and small adjustments to fair value, revenue growth and profit margin forecasts are only partly offset by a higher future P/E multiple.Actualización de narrativa • Feb 03
IPH: Index Changes And CEO Transition Will Support Steady Future Outlook
Analysts have nudged their price targets for IPH slightly higher, reflecting updated assumptions around a fair value of A$3.95, a marginally lower discount rate and small changes in revenue growth, profit margin and future P/E expectations. Together, these factors support a modestly improved outlook for the shares.Actualización de narrativa • Jan 20
IPH: Index Removal And Leadership Change Will Shape Steady Outlook
Analysts have trimmed their price target on IPH to A$3.95. This reflects updated assumptions that keep fair value steady while fine tuning discount rate, revenue growth, profit margin and future P/E inputs.Actualización de narrativa • Jan 06
IPH: Index Removal And CEO Transition Will Set Up Future Re-Rating
Analysts have nudged their price target for IPH slightly lower, citing a modest recalibration of fair value, discount rate, revenue growth and profit margin assumptions, alongside a small adjustment to the forward P/E multiple. What's in the News IPH Limited was removed from the S&P/ASX 200 Index, reflecting a change in its index eligibility or weighting criteria rather than an operational update (Key Developments).Actualización de narrativa • Dec 14
IPH: Leadership Transition Will Support Future Earnings Multiple Recovery
Analysts have trimmed their price target on IPH from A$4.90 to A$3.95. This reflects expectations of slightly higher discount rates, modestly stronger revenue growth, but lower future profit margins and valuation multiples.Actualización de narrativa • Nov 28
IPH: Forward Margin Improvement Will Drive Upside Despite Leadership Transition
Analysts have revised their price target for IPH, lowering the fair value estimate from $5.86 to $5.46. This reflects expectations of slower revenue growth and a higher discount rate, while noting a modest improvement in profit margins and a decrease in the forward P/E ratio.Artículo de análisis • Nov 13
Shareholders Will Probably Hold Off On Increasing IPH Limited's (ASX:IPH) CEO Compensation For The Time Being
Key Insights IPH's Annual General Meeting to take place on 20th of November Salary of AU$1.38m is part of CEO Andrew...Artículo de análisis • Aug 27
IPH's (ASX:IPH) Solid Earnings May Rest On Weak Foundations
The market shrugged off IPH Limited's ( ASX:IPH ) solid earnings report. We think that investors might be worried about...Actualización de narrativa • Aug 22
Integration Of Bereskin & Parr And Share Buyback To Benefit Shareholders
The consensus price target for IPH has been reduced from A$6.33 to A$5.86, primarily reflecting lower revenue growth forecasts and a contraction in the expected future P/E multiple. What's in the News IPH Limited declared a final dividend of 19.5 cps, 30% franked, up 3% on the previous year's final dividend; FY25 total dividends are 36.5 cps, up 4% on the prior year.
Nueva narrativa • Feb 09
Canadian Acquisitions Will Expand IP Market Presence And Drive Future Growth
Acquisitions in Canada and regional operating models aim to expand market share and enhance management effectiveness, supporting revenue and earnings growth.Artículo de análisis • Dec 18
There's Reason For Concern Over IPH Limited's (ASX:IPH) Price
IPH Limited's ( ASX:IPH ) price-to-earnings (or "P/E") ratio of 23.1x might make it look like a sell right now compared...Artículo de análisis • Aug 31
We Think That There Are More Issues For IPH (ASX:IPH) Than Just Sluggish Earnings
The market shrugged off IPH Limited's ( ASX:IPH ) weak earnings report last week. We looked at the details, and we...Artículo de análisis • May 10
Subdued Growth No Barrier To IPH Limited's (ASX:IPH) Price
When close to half the companies in Australia have price-to-earnings ratios (or "P/E's") below 19x, you may consider...Artículo de análisis • Apr 06
IPH (ASX:IPH) Has A Pretty Healthy Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Artículo de análisis • Sep 05
Should You Be Adding IPH (ASX:IPH) To Your Watchlist Today?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Artículo de análisis • Apr 17
Is IPH (ASX:IPH) A Risky Investment?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Artículo de análisis • Feb 23
A Look At The Fair Value Of IPH Limited (ASX:IPH)
Key Insights IPH's estimated fair value is AU$7.85 based on 2 Stage Free Cash Flow to Equity IPH's AU$8.21 share price...Artículo de análisis • Nov 19
A Look At The Fair Value Of IPH Limited (ASX:IPH)
How far off is IPH Limited ( ASX:IPH ) from its intrinsic value? Using the most recent financial data, we'll take a...Artículo de análisis • Aug 21
IPH (ASX:IPH) Has Announced That It Will Be Increasing Its Dividend To A$0.16
IPH Limited's ( ASX:IPH ) dividend will be increasing from last year's payment of the same period to A$0.16 on 16th of...CEO
Tony O'Malley
less than a year
Permanencia
Mr. Anthony O'Malley, also known as Tony, serves as Chief Executive Officer, Director and Managing Director at IPH Limited since July 1, 2026. He has experience as a global professional services leader and...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Chief Financial Officer | 1.3yrs | AU$843.20k | sin datos | |
| Executive Officer | less than a year | AU$1.36m | 0.15% A$ 1.3m | |
| CEO, MD & Director | less than a year | sin datos | 0.012% A$ 100.2k | |
| Chief Information Officer | 8.7yrs | sin datos | sin datos | |
| General Manager of Legal (Corporate) & Company Secretary | 2.5yrs | sin datos | sin datos | |
| Chief People & Communications Officer | 2.9yrs | sin datos | sin datos | |
| Managing Director of Capital Markets Communications | no data | sin datos | sin datos |
1.9yrs
Permanencia media
Equipo directivo experimentado: El equipo directivo de IPH no se considera experimentado ( 1.9 años antigüedad media), lo que sugiere un nuevo equipo.
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO, MD & Director | less than a year | sin datos | 0.012% A$ 100.2k | |
| Non-Executive Chairman | 4.8yrs | AU$330.00k | 0.039% A$ 334.0k | |
| Independent Non-Executive Director | 12yrs | AU$165.00k | 0.055% A$ 473.6k | |
| Independent Non-executive Director | 2.8yrs | AU$165.00k | 0.014% A$ 116.5k | |
| Independent Non-Executive Director | 1yr | AU$137.50k | 0.018% A$ 156.5k | |
| Independent Non-Executive Director | 3.9yrs | AU$165.00k | 0.025% A$ 216.7k |
3.4yrs
Permanencia media
67.5yo
Promedio de edad
Junta con experiencia: La junta directiva de IPH se considera experimentada (3.4 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/15 17:45 |
| Precio de las acciones al final del día | 2026/09/15 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2026/06/30 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
IPH Limited está cubierta por 13 analistas. 7 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Conor O’Prey | Canaccord Genuity |
| Damen Kloeckner | CLSA |
| Richard Amland | CLSA |