View Future GrowthIress 過去の業績過去 基準チェック /06Iressの収益は年間平均-2.8%の割合で減少していますが、 Software業界の収益は年間 増加しています。収益は年間10.4% 0.9%割合で 増加しています。 Iressの自己資本利益率は18.7%であり、純利益率は14%です。主要情報-2.79%収益成長率-2.55%EPS成長率Software 業界の成長14.88%収益成長率0.93%株主資本利益率18.73%ネット・マージン14.01%次回の業績アップデート17 Aug 2026最近の業績更新お知らせ • Apr 03Iress Limited to Report First Half, 2026 Results on Aug 17, 2026Iress Limited announced that they will report first half, 2026 results on Aug 17, 2026お知らせ • Jan 10Iress Limited to Report Fiscal Year 2025 Results on Feb 25, 2026Iress Limited announced that they will report fiscal year 2025 results on Feb 25, 2026Reported Earnings • Aug 20First half 2024 earnings released: EPS: AU$0.095 (vs AU$0.77 loss in 1H 2023)First half 2024 results: EPS: AU$0.095 (up from AU$0.77 loss in 1H 2023). Revenue: AU$306.5m (down 1.6% from 1H 2023). Net income: AU$17.3m (up AU$157.1m from 1H 2023). Profit margin: 5.6% (up from net loss in 1H 2023). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.お知らせ • Jul 22Iress Limited to Report First Half, 2024 Results on Aug 19, 2024Iress Limited announced that they will report first half, 2024 results on Aug 19, 2024Reported Earnings • Feb 22Full year 2023 earnings released: AU$0.76 loss per share (vs AU$0.29 profit in FY 2022)Full year 2023 results: AU$0.76 loss per share (down from AU$0.29 profit in FY 2022). Revenue: AU$625.7m (up 1.3% from FY 2022). Net loss: AU$137.5m (down 361% from profit in FY 2022). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.お知らせ • Jan 25Iress Limited to Report Second Half, 2023 Results on Feb 21, 2024Iress Limited announced that they will report second half, 2023 results on Feb 21, 2024すべての更新を表示Recent updatesお知らせ • Apr 03Iress Limited to Report First Half, 2026 Results on Aug 17, 2026Iress Limited announced that they will report first half, 2026 results on Aug 17, 2026お知らせ • Mar 24Iress Limited, Annual General Meeting, Apr 24, 2026Iress Limited, Annual General Meeting, Apr 24, 2026. Location: mallesons, level 27, 447 collins street, melbourne vic 3000 Australiaお知らせ • Feb 25+ 1 more updateIress Limited Provides Financial Guidance for the Fiscal Year 2026Iress Limited provided financial guidance for the fiscal year 2026. For the year, the company expects revenue to be in the range of $520 million to $528 million (+3-5% vs Fiscal Year 2025) and UPAT in the range from $84 million to $90 million (+15-24% vs Fiscal Year 2025).お知らせ • Feb 07Iress Appoints Dominic Rey As Managing Director Of Wealth Management Business In South Africa, Effective February 2026Iress appointed Dominic Rey as Managing Director of its wealth management business in South Africa, effective February 2026. Dominic Rey brought more than 30 years' experience across wealth management, financial markets and financial services technology. His background included senior roles at Investec, Freedom Capital and technology-enabled wealth platforms. In his first year, Rey plans to prioritise platform stability, improve adviser efficiency by streamlining workflows and reducing administrative overheads, and define a growth roadmap for the local wealth management business.お知らせ • Jan 10Iress Limited to Report Fiscal Year 2025 Results on Feb 25, 2026Iress Limited announced that they will report fiscal year 2025 results on Feb 25, 2026お知らせ • Nov 08TA Associates Reportedly in Frame for Iress BuyIress Limited (ASX:IRE) reportedly attracts new buyout interest from TA Associates. The Boston-based private -equity fund is known to Iress and previously held discussions about potential deals. Some think it is a logical contender to buy the company and may once again be looking. The $1.65 billion Australian-listed Iress told the market on October 17 that it was engaging with new third parties in addition to those that had previously expressed interest about a buyout that could be recommended by the board. A virtual data room was open to several additional parties under appropriate confidentiality agreements. The initial suitors looking are known as Thoma Bravo and Blackstone, with the latter earlier thought to be the most likely buyer of the business. But Blackstone and Iress could not agree a deal, because the New York-based buyout fund wanted exclusive due diligence, something the target's board was not prepared to offer. The contest has widened to include other parties in the mix under the guidance of investment bank Barrenjoey as well as Goldman Sachs. This time around, bidders are restricted from contacting certain former management members without Iress consent. That probably relates to the former Iress boss Marcus Price, who recently left the business and would be breaching terms of his contract with any discussion. TA Associates has been looking at a lot of opportunities in Australia for acquisitions and, should one of them be Iress, it would come after it recently returned to the negotiating table over a deal to buy the Perpetual Wealth Management. The Australian-listed Perpetual could not agree a deal with the Oaktree Capital Management-backed AZ NGA and invited other suitors back in the door. Now Bain Capital, which had also earlier been looking at Perpetual Wealth Management, is in exclusive talks to buy the Perpetual unit. Sources say it is working hard on completing a deal. It had earlier been linked to Iress as one of the new suitors, but may now pass on the opportunity given its Perpetual focus. The other new suitor in the Iress data room is Australian private equity firm Potentia Capital. There would be synergies for TA Associates to buy Iress, as it owns the second-largest wealth firm in the US called Orion, as well as a major stake of Kiwi wealth manager Craigs. Iress has met with Orion in the past exploring opportunities and synergies. Another source said 96% of the TA Associates wealth management advisers used Iress. A deal could support the cost of Iress product development, with the service paid for and used by more advisers working throughout TA Associates' entities.お知らせ • Oct 14Takeover Talks Hit Roadblock as Iress Reportedly Demands More While Blackstone Stands FirmBlackstone Inc. (NYSE:BX) and Iress Limited (ASX:IRE) are believed to have reached an impasse in takeover discussions, with both parties digging in on key terms. The private equity firm has signalled it will not increase its current offer price, but Iress has responded by withholding exclusive due diligence access until Blackstone improves its bid. Industry observers suggest the deadlock could either force one party to blink or result in the negotiations collapsing entirely. Meanwhile, there's not thought to be any competing bidders waiting in the wings to capitalise on a breakdown in talks. Barrenjoey was believed to be tasked with managing frustrated Iress shareholders while hunting for rival bidders to pressure Blackstone into raising its offer. But with no competing suitors materialising, sources say the private equity giant has held firm, refusing to improve its terms. Iress shares closed up 5.5c to $8.76. Blackstone earlier offered $10.50 per share, or $1.96 billion, but sources have suggested that one of the sticking points centred on the access to exclusive due diligence. The New York buyout fund has been unwilling to make a bid and then to carry out due diligence on a non-exclusive basis. The understanding is that many of the Iress investors had been comfortable about that price and would accept an offer at that level. The other suitor that has been around the hoop is Thoma Bravo, but sources say Blackstone had carried out the most work on the target and was in the box seat.お知らせ • Sep 10+ 1 more updateIress Limited Appoints Andrew Russell as Managing Director, Effective November 17, 2025Iress has hired Bravura’s former CEO Andrew Russell. Russell will start at the Australian back office provider as managing director from 17 November 2025. Russell has 25 years experience of financial services software. Before Bravura, he was the CEO of SaaS technology provider Class.お知らせ • Aug 14Iress Confirms Blackstone Takeover BidAdviser back-office system XPlan’s owner Iress Limited (ASX:IRE) has confirmed it is in talks with Blackstone Inc. (NYSE:BX) over a takeover by the asset manager. A market statement posted last week on the Australian Stock Exchange (ASX) confirmed the Iress board considered an approach at a price of AUD 10.50 cash per share from Blackstone. The offer for the Australian tech company has since been withdrawn. But Iress said it is now in the early stages of engaging with Blackstone and private equity firm Thoma Bravo over a new offer to present to the board. The statement came after The Australian Financial Review first reported on the sale last week. ‘Iress’ board of directors confirm that it had considered a prior approach at a price of AUD 10.50 cash per share from Blackstone in relation to a potential acquisition. That offer was withdrawn. ‘Iress is currently in the early stages of engagement with Blackstone and Thomas Bravo in order to ascertain whether an offer can be made which can be recommended by the Iress board.’ Iress’ share price jumped after confirmation of the approach, rising to AUD 9.60, before falling back to AUD 8.80 per share now. The statement came a few days before the business released its half-year results for 2025.お知らせ • Aug 09Shares of Australia's Iress Rise on Early Buyout Talks with Blackstone, Thoma BravoShares of Iress Limited (ASX:IRE) surged on August 8, 2025 after the company said it had earlier considered a takeover approach from Blackstone Inc. (NYSE:BX) and is now in talks with both the U.S. investment giant and private equity firm Thoma Bravo, L.P. over a new proposal. Shares of the Australian financial software firm jumped as much as 15.6% to AUD 9.69, but remained below the AUD 10.50 apiece previously offered by Blackstone. The stock touched its highest level since late-January and marked its biggest intraday percentage gain since November 2023. The initial proposal from Blackstone valued Iress at AUD 1.94 billion ($1.27 billion) but was later withdrawn, the software company said, without providing further details in its statement. Blackstone declined to comment, while Thoma Bravo did not immediately respond. The takeover bid comes as global private firms show growing interest for Australia-listed software players. "Iress is currently in the early stages of engagement with Blackstone and Thoma Bravo in order to ascertain whether an offer can be made which can be recommended by the Iress Board," the company said on August 8, 2025. The company did not provide a per-share price in the latest offer. The announcement follows a report by the Australian Financial Review that Iress was in talks with Blackstone over a potential buyout, which could value the company at AUD 1.9 billion.お知らせ • Jun 03Apex Group Ltd. acquired Superannuation business of Iress Limited (ASX:IRE) for AUD 60 million.Apex Group Ltd. agreed to acquire Superannuation business of Iress Limited (ASX:IRE) for AUD 60 million on January 20, 2025. A cash consideration of AUD 40 million will be paid by Apex Group Ltd. upon completions plus additional payments of up to AUD 20 million over 12 months subject to agreed revenue milestones. The transaction is subject to approval by regulatory board / committee. The expected completion of the transaction is April 1, 2025 to June 30, 2025. Apex Group Ltd. completed the acquisition of Superannuation business of Iress Limited (ASX:IRE) on June 2, 2025.お知らせ • Apr 01Iress Limited, Annual General Meeting, May 02, 2025Iress Limited, Annual General Meeting, May 02, 2025. Location: at king & wood mallesons, level 27, 447 collins street, melbourne Australiaお知らせ • Feb 24Iress Limited Announces Ordinary Dividend for the Period of Twelve Months Ended December 31, 2024, Payable March 31, 2025Iress Limited announced ordinary dividend of AUD 0.10 per share for the period of twelve months ended December 31, 2024. Record date is March 11, 2025, Ex date is March 10, 2025 and payment date is March 31, 2025.お知らせ • Jan 20Apex Group Ltd. agreed to acquire Superannuation business of Iress Limited (ASX:IRE).Apex Group Ltd. agreed to acquire Superannuation business of Iress Limited (ASX:IRE) for AUD 60 million on January 20, 2025. A cash consideration of AUD 40 million will be paid by Apex Group Ltd. upon completions plus additional payments of up to AUD 20 million over 12 months subject to agreed revenue milestones. The transaction is subject to approval by regulatory board / committee. The expected completion of the transaction is April 1, 2025 to June 30, 2025.お知らせ • Aug 21Iress Limited Plan to Reinstate a Final Dividend for Fiscal Year 2024, Payable in March 2025Iress Limited now plan to reinstate a final dividend for fiscal year 2024. Reinstated dividends with a full year dividend to be paid in March 2025.Reported Earnings • Aug 20First half 2024 earnings released: EPS: AU$0.095 (vs AU$0.77 loss in 1H 2023)First half 2024 results: EPS: AU$0.095 (up from AU$0.77 loss in 1H 2023). Revenue: AU$306.5m (down 1.6% from 1H 2023). Net income: AU$17.3m (up AU$157.1m from 1H 2023). Profit margin: 5.6% (up from net loss in 1H 2023). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.お知らせ • Aug 17Waiting Game for Blackstone with Low-Ball Offer for Iress Up in AirNew York-based private equity fund Blackstone Inc. (NYSE:BX) was believed to be looking at lobbing a bid for Iress Limited (ASX:IRE) that valued the stock at about $2 billion. The problem for Blackstone is that's where Iress is trading now. DataRoom understands that the private equity group offered somewhere around $10 or $11 a share. On 15 August 2024, the shares closed at $10.49. The stock would likely have to return to the levels it was trading at about a year ago before a bid of that value would be considered, and that was when the company was travelling through rough waters with disappointing results. It means that this shapes as a waiting game for Blackstone, and Iress needs to deliver a strong set of numbers at its results on 19 August 2024 to prove it's worth a lot more. A trading update on July 22 on earnings expectations was seen as a defensive play by Iress to Blackstone's interest. DataRoom in July reported that Blackstone was running the ruler over the Australian technology company. It is understood various parties have a running a file on Iress, including the Jarden-advised Thoma Bravo, while EQT has made efforts to buy the business in the past - and keeps an open file on Iress. Bain Capital has been active in the space. Kohlberg Kravis Roberts has also been an active buyer of Australian technology companies.お知らせ • Jul 22Iress Limited to Report First Half, 2024 Results on Aug 19, 2024Iress Limited announced that they will report first half, 2024 results on Aug 19, 2024お知らせ • Feb 27Praemium Limited (ASX:PPS) agreed to acquire OneVue Holdings Limited from Iress Limited (ASX:IRE) for AUD 21 million.Praemium Limited (ASX:PPS) agreed to acquire OneVue Holdings Limited from Iress Limited (ASX:IRE) for AUD 21 million on February 26, 2024. The consideration consists of AUD 1 million in cash and AUD 20 million as an earnout n based on growth in FUA measured over an 18-month period post completion. Completion will be followed by an 18- month migration period to ensure IOPB clients are efficiently migrated to the Praemium platform. The transaction is subject to customary conditions. The transaction is expected to close before April 30, 2024. Moelis & Company (NYSE:MC) and Arnold Bloch Leibler acted as an advisor for Praemium Limited (ASX:PPS).Reported Earnings • Feb 22Full year 2023 earnings released: AU$0.76 loss per share (vs AU$0.29 profit in FY 2022)Full year 2023 results: AU$0.76 loss per share (down from AU$0.29 profit in FY 2022). Revenue: AU$625.7m (up 1.3% from FY 2022). Net loss: AU$137.5m (down 361% from profit in FY 2022). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.お知らせ • Feb 21Iress Limited, Annual General Meeting, May 02, 2024Iress Limited, Annual General Meeting, May 02, 2024, at 11:30 E. Australia Standard Time. Location: King & Wood Mallesons Level 17, 447 Collins Street, Melbourne, Victoria Melbourne Victoria Australiaお知らせ • Jan 25Iress Limited to Report Second Half, 2023 Results on Feb 21, 2024Iress Limited announced that they will report second half, 2023 results on Feb 21, 2024お知らせ • Oct 17Iress Announces Executive ChangesIress announced the resignation of Georgina Gillingham as Company Secretary effective 17 October 2023. The Board has appointed Michael Bowan as a Company Secretary of Iress with effect from 17 October 2023.Recent Insider Transactions • Sep 01Independent Non-Executive Chairman recently bought €120k worth of stockOn the 31st of August, Roger Sharp bought around 31k shares on-market at roughly €3.86 per share. This transaction increased Roger's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Roger has been a buyer over the last 12 months, purchasing a net total of €197k worth in shares.お知らせ • Aug 22SS&C Technologies Holdings, Inc. (NasdaqGS:SSNC) entered into definitive agreement to acquire Managed funds administration business of Iress for AUD 52 million.SS&C Technologies Holdings, Inc. (NasdaqGS:SSNC) entered into definitive agreement to acquire Managed funds administration business of Iress for AUD 52 million on August 20, 2023. Total cash price of deal is subject to working capital adjustments. Iress will use the proceeds to retire debt. Around 150 team members are expected to join SS&C Global Investor & Distribution Solutions, which focuses on transfer, unit and platform agency and administration. They will report to Euan McLeod, Head of Transfer Agency, APAC. The deal is expected to close in Q3 2023.New Risk • Aug 22New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risk High level of debt (143% net debt to equity).お知らせ • Aug 10Iress Limited Announces Resignation of Peter Ferguson as Company Secretary Effective 10 August 2023Iress Limited announced the resignation of Peter Ferguson as Company Secretary effective 10 August 2023. Georgina Gillingham remains Iress' Company Secretary.お知らせ • Jul 23Iress Limited Appoints Georgina Gillingham as an Additional Company SecretaryIress announced the appointment of Ms Georgina Gillingham as an additional Company Secretary. The Board has appointed Ms Gillingham as a Company Secretary of Iress with effect from 21 July 2023.お知らせ • Jul 22Iress Limited Appoints Cameron Williamson as Group Chief Financial Officer, Effective from 24 July 2023Iress Limited announced the appointment of Cameron Williamson as Group Chief Financial Officer (CFO), effective 24 July 2023. Cameron Williamson has over 25 years' experience leading finance operations both in Australia and around the world. Most recently, he was at Pendal Group where he spent 15 years as its Chief Financial Officer building out its global business. Prior to this he served as CFO & Company Secretary for Clairvest Group in Canada, as well as holding senior finance roles at Franklin Templeton and CIBC World Markets in Canada and UBS in London. Mr. Williamson played a pivotal role in Pendal's transformation from a largely domestically-focused fund manager to a global player, during which time it experienced a period of exceptional growth. This involved the acquisitions and associated capital raising of material transactions in the UK and US during his tenure. The appointment follows a thorough candidate search and evaluation process following the appointment of previous CFO, John Harris, to the role of CEO - Managed Portfolio in April 2023. Cameron Williamson is a globally experienced finance leader with over 25 years' experience at leading financial services organisations. From 2016 to 2023, Mr. Williamson was the Group Chief Financial Officer at Pendal Group, having previously held the role of Chief Financial Officer from 2009 to 2016. During this time, he oversaw a period of extraordinary growth, transformation and global expansion. Prior to this, he served as CFO & Company Secretary for Clairvest Group (Canada), as well as senior finance leadership roles for Franklin Templeton and CIBC World Markets in Canada and UBS in the UK. During his time at Pendal, Mr. Williamson was recognized as the Best CFO in the Financials sector at the 2016 East Coles Corporate Performance Awards. Mr. Williamson holds a Bachelor of Arts in Accounting from the University of South Australia and is recognized as a Chartered Accountant by the Institute of Chartered Accountants. He will be based in Iress' Sydney office.お知らせ • Jun 28Iress Limited to Report Q2, 2023 Results on Aug 21, 2023Iress Limited announced that they will report Q2, 2023 results on Aug 21, 2023Buying Opportunity • Jun 22Now 20% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be €8.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.8% over the last 3 years. Earnings per share has declined by 4.0%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings is also forecast to grow by 24% per annum over the same time period.Reported Earnings • Feb 21Full year 2022 earnings released: EPS: AU$0.29 (vs AU$0.39 in FY 2021)Full year 2022 results: EPS: AU$0.29 (down from AU$0.39 in FY 2021). Revenue: AU$617.9m (up 3.7% from FY 2021). Net income: AU$52.7m (down 29% from FY 2021). Profit margin: 8.5% (down from 12% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 7% per year.お知らせ • Feb 02Iress Limited to Report Fiscal Year 2022 Results on Feb 20, 2023Iress Limited announced that they will report fiscal year 2022 results at 10:00 AM, AUS Eastern Standard Time on Feb 20, 2023お知らせ • Jan 19An unknown buyer acquired an unknown stake in Iress Limited (ASX:IRE) from Mirrabooka Investments Limited (ASX:MIR).An unknown buyer acquired an unknown stake in Iress Limited (ASX:IRE) from Mirrabooka Investments Limited (ASX:MIR) for AUD 8.4 million in 2022. An unknown buyer completed the acquisition of an unknown stake in Iress Limited (ASX:IRE) from Mirrabooka Investments Limited (ASX:MIR) in 2022.Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Tony Glenning was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Nov 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Tony Glenning was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Oct 08MD, CEO & Director recently bought €133k worth of stockOn the 4th of October, Marcus Price bought around 22k shares on-market at roughly €5.92 per share. This transaction amounted to 82% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €203k. Marcus has been a buyer over the last 12 months, purchasing a net total of €336k worth in shares.Valuation Update With 7 Day Price Move • Sep 30Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to €5.80, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 17x in the Software industry in Germany. Total loss to shareholders of 3.2% over the past three years.Recent Insider Transactions • Sep 09Non-Executive Director recently bought €203k worth of stockOn the 7th of September, Marcus Price bought around 27k shares on-market at roughly €7.45 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €574k more in shares than they bought in the last 12 months.Upcoming Dividend • Aug 24Upcoming dividend of AU$0.16 per shareEligible shareholders must have bought the stock before 31 August 2022. Payment date: 23 September 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.2%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.1%).Reported Earnings • Aug 19First half 2022 earnings released: EPS: AU$0.16 (vs AU$0.21 in 1H 2021)First half 2022 results: EPS: AU$0.16 (down from AU$0.21 in 1H 2021). Revenue: AU$308.2m (up 6.2% from 1H 2021). Net income: AU$30.6m (down 25% from 1H 2021). Profit margin: 9.9% (down from 14% in 1H 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 5.0%, compared to a 7.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 1% per year.Recent Insider Transactions • Mar 09Independent Non-Executive Director recently bought €84k worth of stockOn the 28th of February, Michael Dwyer bought around 13k shares on-market at roughly €6.67 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Reported Earnings • Feb 17Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: AU$0.39 (up from AU$0.32 in FY 2020). Revenue: AU$595.9m (up 9.8% from FY 2020). Net income: AU$73.8m (up 25% from FY 2020). Profit margin: 12% (up from 11% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 5.0%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 4% per year.Upcoming Dividend • Aug 25Upcoming dividend of AU$0.16 per shareEligible shareholders must have bought the stock before 01 September 2021. Payment date: 24 September 2021. Trailing yield: 3.1%. Within top quartile of German dividend payers (3.1%). Higher than average of industry peers (1.4%).Reported Earnings • Aug 21First half 2021 earnings released: EPS AU$0.21 (vs AU$0.15 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: AU$290.2m (up 7.2% from 1H 2020). Net income: AU$40.9m (up 55% from 1H 2020). Profit margin: 14% (up from 9.8% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 2% per year.Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improved over the past weekAfter last week's 21% share price gain to AU$7.95, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 32x in the Software industry in Germany. Total returns to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €10.97 per share.Executive Departure • May 12Independent Non-Executive Director has left the companyOn the 6th of May, John Hayes' tenure as Independent Non-Executive Director ended after 9.9 years in the role. As of December 2020, John personally held 15.23k shares (€102k worth at the time). A total of 4 executives have left over the last 12 months.Executive Departure • May 12Independent Non-Executive Director has left the companyOn the 6th of May, Geoffrey Tomlinson's tenure as Independent Non-Executive Director ended after 6.3 years in the role. As of December 2020, Geoffrey personally held 8.00k shares (€54k worth at the time). A total of 4 executives have left over the last 12 months.Executive Departure • May 12Independent Chairman of the Board Anthony D'Aloisio has left the companyOn the 6th of May, Anthony D'Aloisio's tenure as Independent Chairman of the Board ended after 6.7 years in the role. As of December 2020, Anthony personally held 52.28k shares (€350k worth at the time). A total of 4 executives have left over the last 12 months.Is New 90 Day High Low • Feb 25New 90-day low: €5.95The company is down 9.0% from its price of €6.55 on 27 November 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.35 per share.Recent Insider Transactions • Feb 24Non-Executive Director recently bought €65k worth of stockOn the 22nd of February, Roger Sharp bought around 10k shares on-market at roughly €6.50 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €177k more in shares than they have sold in the last 12 months.Reported Earnings • Feb 20Full year 2020 earnings released: EPS AU$0.32 (vs AU$0.38 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: AU$542.6m (up 6.6% from FY 2019). Net income: AU$59.1m (down 9.3% from FY 2019). Profit margin: 11% (down from 13% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 3% per year.Analyst Estimate Surprise Post Earnings • Feb 20Revenue misses expectationsRevenue missed analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 12%, compared to a 31% growth forecast for the Software industry in Germany.Is New 90 Day High Low • Dec 18New 90-day high: €6.65The company is up 11% from its price of €6.00 on 18 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.49 per share.Is New 90 Day High Low • Oct 30New 90-day low: €5.55The company is down 10.0% from its price of €6.20 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software industry, which is down 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.67 per share.Is New 90 Day High Low • Oct 03New 90-day low: €5.70The company is down 16% from its price of €6.75 on 03 July 2020. The German market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.59 per share.収支内訳Iress の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史DB:BRF 収益、費用、利益 ( )AUD Millions日付収益収益G+A経費研究開発費31 Dec 255667982030 Sep 255818490030 Jun 255958991031 Mar 256008990031 Dec 246058997030 Sep 246135498030 Jun 246212099031 Mar 24624-5993031 Dec 23626-13787030 Sep 23622-12878030 Jun 23619-11868031 Mar 23617-3351031 Dec 226165334030 Sep 226155819030 Jun 22614634031 Mar 22605694031 Dec 21596743030 Sep 21579742030 Jun 21562741031 Mar 21552661031 Dec 20543591030 Sep 20540601030 Jun 20538611031 Mar 20523631031 Dec 19509651030 Sep 19493644030 Jun 19477627031 Mar 19471639031 Dec 184656412030 Sep 184566311030 Jun 184486210031 Mar 184396110031 Dec 17430609030 Sep 174195810030 Jun 174075611031 Mar 17398589031 Dec 16390597030 Sep 16386607030 Jun 16383607031 Mar 16372587031 Dec 15361557030 Sep 15347525030 Jun 153324920質の高い収益: BRFにはA$18.8M } という大きな 一回限りの 利益があり、過去 12 か月の財務実績が31st December, 2025に影響を及ぼしています。利益率の向上: BRFの現在の純利益率 (14%)は、昨年(14.7%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: BRFの収益は過去 5 年間で年間2.8%減少しました。成長の加速: BRFは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: BRFは過去 1 年間で収益成長率がマイナス ( -10.6% ) となったため、 Software業界平均 ( 26.7% ) と比較することが困難です。株主資本利益率高いROE: BRFの 自己資本利益率 ( 18.7% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSoftware 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/07 13:41終値2026/05/07 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Iress Limited 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15 アナリスト機関Nicholas McGarrigleBarrenjoey Markets Pty LimitedCameron HalkettCanaccord GenuityScott HudsonCLSA12 その他のアナリストを表示
お知らせ • Apr 03Iress Limited to Report First Half, 2026 Results on Aug 17, 2026Iress Limited announced that they will report first half, 2026 results on Aug 17, 2026
お知らせ • Jan 10Iress Limited to Report Fiscal Year 2025 Results on Feb 25, 2026Iress Limited announced that they will report fiscal year 2025 results on Feb 25, 2026
Reported Earnings • Aug 20First half 2024 earnings released: EPS: AU$0.095 (vs AU$0.77 loss in 1H 2023)First half 2024 results: EPS: AU$0.095 (up from AU$0.77 loss in 1H 2023). Revenue: AU$306.5m (down 1.6% from 1H 2023). Net income: AU$17.3m (up AU$157.1m from 1H 2023). Profit margin: 5.6% (up from net loss in 1H 2023). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 22Iress Limited to Report First Half, 2024 Results on Aug 19, 2024Iress Limited announced that they will report first half, 2024 results on Aug 19, 2024
Reported Earnings • Feb 22Full year 2023 earnings released: AU$0.76 loss per share (vs AU$0.29 profit in FY 2022)Full year 2023 results: AU$0.76 loss per share (down from AU$0.29 profit in FY 2022). Revenue: AU$625.7m (up 1.3% from FY 2022). Net loss: AU$137.5m (down 361% from profit in FY 2022). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 25Iress Limited to Report Second Half, 2023 Results on Feb 21, 2024Iress Limited announced that they will report second half, 2023 results on Feb 21, 2024
お知らせ • Apr 03Iress Limited to Report First Half, 2026 Results on Aug 17, 2026Iress Limited announced that they will report first half, 2026 results on Aug 17, 2026
お知らせ • Mar 24Iress Limited, Annual General Meeting, Apr 24, 2026Iress Limited, Annual General Meeting, Apr 24, 2026. Location: mallesons, level 27, 447 collins street, melbourne vic 3000 Australia
お知らせ • Feb 25+ 1 more updateIress Limited Provides Financial Guidance for the Fiscal Year 2026Iress Limited provided financial guidance for the fiscal year 2026. For the year, the company expects revenue to be in the range of $520 million to $528 million (+3-5% vs Fiscal Year 2025) and UPAT in the range from $84 million to $90 million (+15-24% vs Fiscal Year 2025).
お知らせ • Feb 07Iress Appoints Dominic Rey As Managing Director Of Wealth Management Business In South Africa, Effective February 2026Iress appointed Dominic Rey as Managing Director of its wealth management business in South Africa, effective February 2026. Dominic Rey brought more than 30 years' experience across wealth management, financial markets and financial services technology. His background included senior roles at Investec, Freedom Capital and technology-enabled wealth platforms. In his first year, Rey plans to prioritise platform stability, improve adviser efficiency by streamlining workflows and reducing administrative overheads, and define a growth roadmap for the local wealth management business.
お知らせ • Jan 10Iress Limited to Report Fiscal Year 2025 Results on Feb 25, 2026Iress Limited announced that they will report fiscal year 2025 results on Feb 25, 2026
お知らせ • Nov 08TA Associates Reportedly in Frame for Iress BuyIress Limited (ASX:IRE) reportedly attracts new buyout interest from TA Associates. The Boston-based private -equity fund is known to Iress and previously held discussions about potential deals. Some think it is a logical contender to buy the company and may once again be looking. The $1.65 billion Australian-listed Iress told the market on October 17 that it was engaging with new third parties in addition to those that had previously expressed interest about a buyout that could be recommended by the board. A virtual data room was open to several additional parties under appropriate confidentiality agreements. The initial suitors looking are known as Thoma Bravo and Blackstone, with the latter earlier thought to be the most likely buyer of the business. But Blackstone and Iress could not agree a deal, because the New York-based buyout fund wanted exclusive due diligence, something the target's board was not prepared to offer. The contest has widened to include other parties in the mix under the guidance of investment bank Barrenjoey as well as Goldman Sachs. This time around, bidders are restricted from contacting certain former management members without Iress consent. That probably relates to the former Iress boss Marcus Price, who recently left the business and would be breaching terms of his contract with any discussion. TA Associates has been looking at a lot of opportunities in Australia for acquisitions and, should one of them be Iress, it would come after it recently returned to the negotiating table over a deal to buy the Perpetual Wealth Management. The Australian-listed Perpetual could not agree a deal with the Oaktree Capital Management-backed AZ NGA and invited other suitors back in the door. Now Bain Capital, which had also earlier been looking at Perpetual Wealth Management, is in exclusive talks to buy the Perpetual unit. Sources say it is working hard on completing a deal. It had earlier been linked to Iress as one of the new suitors, but may now pass on the opportunity given its Perpetual focus. The other new suitor in the Iress data room is Australian private equity firm Potentia Capital. There would be synergies for TA Associates to buy Iress, as it owns the second-largest wealth firm in the US called Orion, as well as a major stake of Kiwi wealth manager Craigs. Iress has met with Orion in the past exploring opportunities and synergies. Another source said 96% of the TA Associates wealth management advisers used Iress. A deal could support the cost of Iress product development, with the service paid for and used by more advisers working throughout TA Associates' entities.
お知らせ • Oct 14Takeover Talks Hit Roadblock as Iress Reportedly Demands More While Blackstone Stands FirmBlackstone Inc. (NYSE:BX) and Iress Limited (ASX:IRE) are believed to have reached an impasse in takeover discussions, with both parties digging in on key terms. The private equity firm has signalled it will not increase its current offer price, but Iress has responded by withholding exclusive due diligence access until Blackstone improves its bid. Industry observers suggest the deadlock could either force one party to blink or result in the negotiations collapsing entirely. Meanwhile, there's not thought to be any competing bidders waiting in the wings to capitalise on a breakdown in talks. Barrenjoey was believed to be tasked with managing frustrated Iress shareholders while hunting for rival bidders to pressure Blackstone into raising its offer. But with no competing suitors materialising, sources say the private equity giant has held firm, refusing to improve its terms. Iress shares closed up 5.5c to $8.76. Blackstone earlier offered $10.50 per share, or $1.96 billion, but sources have suggested that one of the sticking points centred on the access to exclusive due diligence. The New York buyout fund has been unwilling to make a bid and then to carry out due diligence on a non-exclusive basis. The understanding is that many of the Iress investors had been comfortable about that price and would accept an offer at that level. The other suitor that has been around the hoop is Thoma Bravo, but sources say Blackstone had carried out the most work on the target and was in the box seat.
お知らせ • Sep 10+ 1 more updateIress Limited Appoints Andrew Russell as Managing Director, Effective November 17, 2025Iress has hired Bravura’s former CEO Andrew Russell. Russell will start at the Australian back office provider as managing director from 17 November 2025. Russell has 25 years experience of financial services software. Before Bravura, he was the CEO of SaaS technology provider Class.
お知らせ • Aug 14Iress Confirms Blackstone Takeover BidAdviser back-office system XPlan’s owner Iress Limited (ASX:IRE) has confirmed it is in talks with Blackstone Inc. (NYSE:BX) over a takeover by the asset manager. A market statement posted last week on the Australian Stock Exchange (ASX) confirmed the Iress board considered an approach at a price of AUD 10.50 cash per share from Blackstone. The offer for the Australian tech company has since been withdrawn. But Iress said it is now in the early stages of engaging with Blackstone and private equity firm Thoma Bravo over a new offer to present to the board. The statement came after The Australian Financial Review first reported on the sale last week. ‘Iress’ board of directors confirm that it had considered a prior approach at a price of AUD 10.50 cash per share from Blackstone in relation to a potential acquisition. That offer was withdrawn. ‘Iress is currently in the early stages of engagement with Blackstone and Thomas Bravo in order to ascertain whether an offer can be made which can be recommended by the Iress board.’ Iress’ share price jumped after confirmation of the approach, rising to AUD 9.60, before falling back to AUD 8.80 per share now. The statement came a few days before the business released its half-year results for 2025.
お知らせ • Aug 09Shares of Australia's Iress Rise on Early Buyout Talks with Blackstone, Thoma BravoShares of Iress Limited (ASX:IRE) surged on August 8, 2025 after the company said it had earlier considered a takeover approach from Blackstone Inc. (NYSE:BX) and is now in talks with both the U.S. investment giant and private equity firm Thoma Bravo, L.P. over a new proposal. Shares of the Australian financial software firm jumped as much as 15.6% to AUD 9.69, but remained below the AUD 10.50 apiece previously offered by Blackstone. The stock touched its highest level since late-January and marked its biggest intraday percentage gain since November 2023. The initial proposal from Blackstone valued Iress at AUD 1.94 billion ($1.27 billion) but was later withdrawn, the software company said, without providing further details in its statement. Blackstone declined to comment, while Thoma Bravo did not immediately respond. The takeover bid comes as global private firms show growing interest for Australia-listed software players. "Iress is currently in the early stages of engagement with Blackstone and Thoma Bravo in order to ascertain whether an offer can be made which can be recommended by the Iress Board," the company said on August 8, 2025. The company did not provide a per-share price in the latest offer. The announcement follows a report by the Australian Financial Review that Iress was in talks with Blackstone over a potential buyout, which could value the company at AUD 1.9 billion.
お知らせ • Jun 03Apex Group Ltd. acquired Superannuation business of Iress Limited (ASX:IRE) for AUD 60 million.Apex Group Ltd. agreed to acquire Superannuation business of Iress Limited (ASX:IRE) for AUD 60 million on January 20, 2025. A cash consideration of AUD 40 million will be paid by Apex Group Ltd. upon completions plus additional payments of up to AUD 20 million over 12 months subject to agreed revenue milestones. The transaction is subject to approval by regulatory board / committee. The expected completion of the transaction is April 1, 2025 to June 30, 2025. Apex Group Ltd. completed the acquisition of Superannuation business of Iress Limited (ASX:IRE) on June 2, 2025.
お知らせ • Apr 01Iress Limited, Annual General Meeting, May 02, 2025Iress Limited, Annual General Meeting, May 02, 2025. Location: at king & wood mallesons, level 27, 447 collins street, melbourne Australia
お知らせ • Feb 24Iress Limited Announces Ordinary Dividend for the Period of Twelve Months Ended December 31, 2024, Payable March 31, 2025Iress Limited announced ordinary dividend of AUD 0.10 per share for the period of twelve months ended December 31, 2024. Record date is March 11, 2025, Ex date is March 10, 2025 and payment date is March 31, 2025.
お知らせ • Jan 20Apex Group Ltd. agreed to acquire Superannuation business of Iress Limited (ASX:IRE).Apex Group Ltd. agreed to acquire Superannuation business of Iress Limited (ASX:IRE) for AUD 60 million on January 20, 2025. A cash consideration of AUD 40 million will be paid by Apex Group Ltd. upon completions plus additional payments of up to AUD 20 million over 12 months subject to agreed revenue milestones. The transaction is subject to approval by regulatory board / committee. The expected completion of the transaction is April 1, 2025 to June 30, 2025.
お知らせ • Aug 21Iress Limited Plan to Reinstate a Final Dividend for Fiscal Year 2024, Payable in March 2025Iress Limited now plan to reinstate a final dividend for fiscal year 2024. Reinstated dividends with a full year dividend to be paid in March 2025.
Reported Earnings • Aug 20First half 2024 earnings released: EPS: AU$0.095 (vs AU$0.77 loss in 1H 2023)First half 2024 results: EPS: AU$0.095 (up from AU$0.77 loss in 1H 2023). Revenue: AU$306.5m (down 1.6% from 1H 2023). Net income: AU$17.3m (up AU$157.1m from 1H 2023). Profit margin: 5.6% (up from net loss in 1H 2023). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 17Waiting Game for Blackstone with Low-Ball Offer for Iress Up in AirNew York-based private equity fund Blackstone Inc. (NYSE:BX) was believed to be looking at lobbing a bid for Iress Limited (ASX:IRE) that valued the stock at about $2 billion. The problem for Blackstone is that's where Iress is trading now. DataRoom understands that the private equity group offered somewhere around $10 or $11 a share. On 15 August 2024, the shares closed at $10.49. The stock would likely have to return to the levels it was trading at about a year ago before a bid of that value would be considered, and that was when the company was travelling through rough waters with disappointing results. It means that this shapes as a waiting game for Blackstone, and Iress needs to deliver a strong set of numbers at its results on 19 August 2024 to prove it's worth a lot more. A trading update on July 22 on earnings expectations was seen as a defensive play by Iress to Blackstone's interest. DataRoom in July reported that Blackstone was running the ruler over the Australian technology company. It is understood various parties have a running a file on Iress, including the Jarden-advised Thoma Bravo, while EQT has made efforts to buy the business in the past - and keeps an open file on Iress. Bain Capital has been active in the space. Kohlberg Kravis Roberts has also been an active buyer of Australian technology companies.
お知らせ • Jul 22Iress Limited to Report First Half, 2024 Results on Aug 19, 2024Iress Limited announced that they will report first half, 2024 results on Aug 19, 2024
お知らせ • Feb 27Praemium Limited (ASX:PPS) agreed to acquire OneVue Holdings Limited from Iress Limited (ASX:IRE) for AUD 21 million.Praemium Limited (ASX:PPS) agreed to acquire OneVue Holdings Limited from Iress Limited (ASX:IRE) for AUD 21 million on February 26, 2024. The consideration consists of AUD 1 million in cash and AUD 20 million as an earnout n based on growth in FUA measured over an 18-month period post completion. Completion will be followed by an 18- month migration period to ensure IOPB clients are efficiently migrated to the Praemium platform. The transaction is subject to customary conditions. The transaction is expected to close before April 30, 2024. Moelis & Company (NYSE:MC) and Arnold Bloch Leibler acted as an advisor for Praemium Limited (ASX:PPS).
Reported Earnings • Feb 22Full year 2023 earnings released: AU$0.76 loss per share (vs AU$0.29 profit in FY 2022)Full year 2023 results: AU$0.76 loss per share (down from AU$0.29 profit in FY 2022). Revenue: AU$625.7m (up 1.3% from FY 2022). Net loss: AU$137.5m (down 361% from profit in FY 2022). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 21Iress Limited, Annual General Meeting, May 02, 2024Iress Limited, Annual General Meeting, May 02, 2024, at 11:30 E. Australia Standard Time. Location: King & Wood Mallesons Level 17, 447 Collins Street, Melbourne, Victoria Melbourne Victoria Australia
お知らせ • Jan 25Iress Limited to Report Second Half, 2023 Results on Feb 21, 2024Iress Limited announced that they will report second half, 2023 results on Feb 21, 2024
お知らせ • Oct 17Iress Announces Executive ChangesIress announced the resignation of Georgina Gillingham as Company Secretary effective 17 October 2023. The Board has appointed Michael Bowan as a Company Secretary of Iress with effect from 17 October 2023.
Recent Insider Transactions • Sep 01Independent Non-Executive Chairman recently bought €120k worth of stockOn the 31st of August, Roger Sharp bought around 31k shares on-market at roughly €3.86 per share. This transaction increased Roger's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Roger has been a buyer over the last 12 months, purchasing a net total of €197k worth in shares.
お知らせ • Aug 22SS&C Technologies Holdings, Inc. (NasdaqGS:SSNC) entered into definitive agreement to acquire Managed funds administration business of Iress for AUD 52 million.SS&C Technologies Holdings, Inc. (NasdaqGS:SSNC) entered into definitive agreement to acquire Managed funds administration business of Iress for AUD 52 million on August 20, 2023. Total cash price of deal is subject to working capital adjustments. Iress will use the proceeds to retire debt. Around 150 team members are expected to join SS&C Global Investor & Distribution Solutions, which focuses on transfer, unit and platform agency and administration. They will report to Euan McLeod, Head of Transfer Agency, APAC. The deal is expected to close in Q3 2023.
New Risk • Aug 22New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risk High level of debt (143% net debt to equity).
お知らせ • Aug 10Iress Limited Announces Resignation of Peter Ferguson as Company Secretary Effective 10 August 2023Iress Limited announced the resignation of Peter Ferguson as Company Secretary effective 10 August 2023. Georgina Gillingham remains Iress' Company Secretary.
お知らせ • Jul 23Iress Limited Appoints Georgina Gillingham as an Additional Company SecretaryIress announced the appointment of Ms Georgina Gillingham as an additional Company Secretary. The Board has appointed Ms Gillingham as a Company Secretary of Iress with effect from 21 July 2023.
お知らせ • Jul 22Iress Limited Appoints Cameron Williamson as Group Chief Financial Officer, Effective from 24 July 2023Iress Limited announced the appointment of Cameron Williamson as Group Chief Financial Officer (CFO), effective 24 July 2023. Cameron Williamson has over 25 years' experience leading finance operations both in Australia and around the world. Most recently, he was at Pendal Group where he spent 15 years as its Chief Financial Officer building out its global business. Prior to this he served as CFO & Company Secretary for Clairvest Group in Canada, as well as holding senior finance roles at Franklin Templeton and CIBC World Markets in Canada and UBS in London. Mr. Williamson played a pivotal role in Pendal's transformation from a largely domestically-focused fund manager to a global player, during which time it experienced a period of exceptional growth. This involved the acquisitions and associated capital raising of material transactions in the UK and US during his tenure. The appointment follows a thorough candidate search and evaluation process following the appointment of previous CFO, John Harris, to the role of CEO - Managed Portfolio in April 2023. Cameron Williamson is a globally experienced finance leader with over 25 years' experience at leading financial services organisations. From 2016 to 2023, Mr. Williamson was the Group Chief Financial Officer at Pendal Group, having previously held the role of Chief Financial Officer from 2009 to 2016. During this time, he oversaw a period of extraordinary growth, transformation and global expansion. Prior to this, he served as CFO & Company Secretary for Clairvest Group (Canada), as well as senior finance leadership roles for Franklin Templeton and CIBC World Markets in Canada and UBS in the UK. During his time at Pendal, Mr. Williamson was recognized as the Best CFO in the Financials sector at the 2016 East Coles Corporate Performance Awards. Mr. Williamson holds a Bachelor of Arts in Accounting from the University of South Australia and is recognized as a Chartered Accountant by the Institute of Chartered Accountants. He will be based in Iress' Sydney office.
お知らせ • Jun 28Iress Limited to Report Q2, 2023 Results on Aug 21, 2023Iress Limited announced that they will report Q2, 2023 results on Aug 21, 2023
Buying Opportunity • Jun 22Now 20% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be €8.16, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.8% over the last 3 years. Earnings per share has declined by 4.0%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings is also forecast to grow by 24% per annum over the same time period.
Reported Earnings • Feb 21Full year 2022 earnings released: EPS: AU$0.29 (vs AU$0.39 in FY 2021)Full year 2022 results: EPS: AU$0.29 (down from AU$0.39 in FY 2021). Revenue: AU$617.9m (up 3.7% from FY 2021). Net income: AU$52.7m (down 29% from FY 2021). Profit margin: 8.5% (down from 12% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 7% per year.
お知らせ • Feb 02Iress Limited to Report Fiscal Year 2022 Results on Feb 20, 2023Iress Limited announced that they will report fiscal year 2022 results at 10:00 AM, AUS Eastern Standard Time on Feb 20, 2023
お知らせ • Jan 19An unknown buyer acquired an unknown stake in Iress Limited (ASX:IRE) from Mirrabooka Investments Limited (ASX:MIR).An unknown buyer acquired an unknown stake in Iress Limited (ASX:IRE) from Mirrabooka Investments Limited (ASX:MIR) for AUD 8.4 million in 2022. An unknown buyer completed the acquisition of an unknown stake in Iress Limited (ASX:IRE) from Mirrabooka Investments Limited (ASX:MIR) in 2022.
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Tony Glenning was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Nov 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Tony Glenning was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Oct 08MD, CEO & Director recently bought €133k worth of stockOn the 4th of October, Marcus Price bought around 22k shares on-market at roughly €5.92 per share. This transaction amounted to 82% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €203k. Marcus has been a buyer over the last 12 months, purchasing a net total of €336k worth in shares.
Valuation Update With 7 Day Price Move • Sep 30Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to €5.80, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 17x in the Software industry in Germany. Total loss to shareholders of 3.2% over the past three years.
Recent Insider Transactions • Sep 09Non-Executive Director recently bought €203k worth of stockOn the 7th of September, Marcus Price bought around 27k shares on-market at roughly €7.45 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €574k more in shares than they bought in the last 12 months.
Upcoming Dividend • Aug 24Upcoming dividend of AU$0.16 per shareEligible shareholders must have bought the stock before 31 August 2022. Payment date: 23 September 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.2%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.1%).
Reported Earnings • Aug 19First half 2022 earnings released: EPS: AU$0.16 (vs AU$0.21 in 1H 2021)First half 2022 results: EPS: AU$0.16 (down from AU$0.21 in 1H 2021). Revenue: AU$308.2m (up 6.2% from 1H 2021). Net income: AU$30.6m (down 25% from 1H 2021). Profit margin: 9.9% (down from 14% in 1H 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 5.0%, compared to a 7.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 1% per year.
Recent Insider Transactions • Mar 09Independent Non-Executive Director recently bought €84k worth of stockOn the 28th of February, Michael Dwyer bought around 13k shares on-market at roughly €6.67 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Reported Earnings • Feb 17Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: AU$0.39 (up from AU$0.32 in FY 2020). Revenue: AU$595.9m (up 9.8% from FY 2020). Net income: AU$73.8m (up 25% from FY 2020). Profit margin: 12% (up from 11% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 5.0%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 4% per year.
Upcoming Dividend • Aug 25Upcoming dividend of AU$0.16 per shareEligible shareholders must have bought the stock before 01 September 2021. Payment date: 24 September 2021. Trailing yield: 3.1%. Within top quartile of German dividend payers (3.1%). Higher than average of industry peers (1.4%).
Reported Earnings • Aug 21First half 2021 earnings released: EPS AU$0.21 (vs AU$0.15 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: AU$290.2m (up 7.2% from 1H 2020). Net income: AU$40.9m (up 55% from 1H 2020). Profit margin: 14% (up from 9.8% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 2% per year.
Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improved over the past weekAfter last week's 21% share price gain to AU$7.95, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 32x in the Software industry in Germany. Total returns to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €10.97 per share.
Executive Departure • May 12Independent Non-Executive Director has left the companyOn the 6th of May, John Hayes' tenure as Independent Non-Executive Director ended after 9.9 years in the role. As of December 2020, John personally held 15.23k shares (€102k worth at the time). A total of 4 executives have left over the last 12 months.
Executive Departure • May 12Independent Non-Executive Director has left the companyOn the 6th of May, Geoffrey Tomlinson's tenure as Independent Non-Executive Director ended after 6.3 years in the role. As of December 2020, Geoffrey personally held 8.00k shares (€54k worth at the time). A total of 4 executives have left over the last 12 months.
Executive Departure • May 12Independent Chairman of the Board Anthony D'Aloisio has left the companyOn the 6th of May, Anthony D'Aloisio's tenure as Independent Chairman of the Board ended after 6.7 years in the role. As of December 2020, Anthony personally held 52.28k shares (€350k worth at the time). A total of 4 executives have left over the last 12 months.
Is New 90 Day High Low • Feb 25New 90-day low: €5.95The company is down 9.0% from its price of €6.55 on 27 November 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.35 per share.
Recent Insider Transactions • Feb 24Non-Executive Director recently bought €65k worth of stockOn the 22nd of February, Roger Sharp bought around 10k shares on-market at roughly €6.50 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €177k more in shares than they have sold in the last 12 months.
Reported Earnings • Feb 20Full year 2020 earnings released: EPS AU$0.32 (vs AU$0.38 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: AU$542.6m (up 6.6% from FY 2019). Net income: AU$59.1m (down 9.3% from FY 2019). Profit margin: 11% (down from 13% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 3% per year.
Analyst Estimate Surprise Post Earnings • Feb 20Revenue misses expectationsRevenue missed analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 12%, compared to a 31% growth forecast for the Software industry in Germany.
Is New 90 Day High Low • Dec 18New 90-day high: €6.65The company is up 11% from its price of €6.00 on 18 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.49 per share.
Is New 90 Day High Low • Oct 30New 90-day low: €5.55The company is down 10.0% from its price of €6.20 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software industry, which is down 27% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €7.67 per share.
Is New 90 Day High Low • Oct 03New 90-day low: €5.70The company is down 16% from its price of €6.75 on 03 July 2020. The German market is up 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.59 per share.