Insignia Financial Ltd.

ASX:IFL Stock Report

Market Cap: AU$3.0b

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
10 Nov 25BuyAU$111,319Mitsubishi UFJ Asset Management Co., Ltd.Company24,407AU$4.56
10 Nov 25BuyAU$4,244,548Morgan Stanley, Investment Banking and Brokerage InvestmentsCompany935,545AU$4.54
10 Nov 25SellAU$43,676,987Morgan Stanley, Investment Banking and Brokerage InvestmentsCompany9,586,825AU$4.56
05 Nov 25SellAU$352,201Mitsubishi UFJ Asset Management Co., Ltd.Company77,429AU$4.55
29 Oct 25BuyAU$250,853,474Morgan Stanley, Investment Banking and Brokerage InvestmentsCompany58,746,806AU$4.27
29 Oct 25SellAU$187,816,607Morgan Stanley, Investment Banking and Brokerage InvestmentsCompany45,174,358AU$4.16
28 Oct 25SellAU$39,953,703Australian Retirement Trust Pty LtdCompany8,937,905AU$4.47
27 Oct 25SellAU$18,575,653Mitsubishi UFJ Asset Management Co., Ltd.Company4,424,510AU$4.49
23 Oct 25BuyAU$5,279,291First Sentier Investors (Australia) IM LtdCompany1,291,993AU$4.51
21 Oct 25BuyAU$4,888,451Mitsubishi UFJ Asset Management Co., Ltd.Company1,226,404AU$4.55
17 Oct 25SellAU$6,448,166First Sentier Investors (Australia) IM LtdCompany1,651,673AU$4.54
10 Oct 25SellAU$31,086,005UBS Asset Management AGCompany6,920,922AU$4.56
06 Oct 25BuyAU$39,187UBS Asset Management AGCompany8,739AU$4.49
09 Sep 25BuyAU$60,634,329UBS Asset Management AGCompany13,460,418AU$4.52
09 Sep 25SellAU$52,939,963UBS Asset Management AGCompany11,748,134AU$4.51
23 Jul 25BuyAU$1,362,843Australian Retirement Trust Pty LtdCompany345,131AU$3.95
13 Jun 25BuyAU$44,386,405Australian Retirement Trust Pty LtdCompany12,091,217AU$3.67
14 May 25SellAU$22,614,451Australian Retirement Trust Pty LtdCompany5,124,234AU$4.41
09 Apr 25BuyAU$4,516,347Morgan Stanley, Investment Banking and Brokerage InvestmentsCompany1,132,160AU$3.99
09 Apr 25SellAU$32,149,527Morgan Stanley, Investment Banking and Brokerage InvestmentsCompany8,045,241AU$4.00
07 Apr 25BuyAU$39,043,850Tanarra Capital Australia Pty LtdCompany11,414,139AU$3.42
07 Apr 25BuyAU$240,968Mitsubishi UFJ Asset Management Co., Ltd.Company65,675AU$3.67
03 Apr 25SellAU$176,738Mitsubishi UFJ Asset Management Co., Ltd.Company42,854AU$4.12
01 Apr 25SellAU$5,644,662Tanarra Capital Australia Pty LtdCompany1,500,000AU$3.76
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

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 Insiders44,483,6626.66%
VC/PE Firms105,680,78715.8%
General Public132,623,59619.9%
Institutions384,768,20157.6%

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

Top Shareholders

Top 25 shareholders own 78.4% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
15.8%
Tanarra Capital Australia Pty Ltd
105,680,787AU$480.8m0%61.5%
10.2%
Australian Retirement Trust Pty Ltd
68,156,029AU$310.1m-11.2%5.67%
9.02%
Host-Plus Pty. Limited
60,244,483AU$274.1m0%15.91%
7.38%
UBS Asset Management AG
49,259,603AU$224.1m16.5%0.01%
7.34%
State Street Global Advisors, Inc.
48,973,429AU$222.8m-14.1%no data
6.05%
The Vanguard Group, Inc.
40,364,507AU$183.7m0%no data
3.96%
Bruce Neill
26,464,295AU$120.4m-1.49%no data
3.9%
Dimensional Fund Advisors LP
26,064,994AU$118.6m0%0.01%
3.15%
First Sentier Investors (Australia) IM Ltd
21,051,480AU$95.8m-6.29%0.16%
1.76%
BlackRock, Inc.
11,766,903AU$53.5m1.4%no data
1.43%
Franklin Resources, Inc.
9,572,407AU$43.6m0%0.01%
1.36%
Mitsubishi UFJ Asset Management Co., Ltd.
9,069,794AU$41.3m-26.4%0.01%
1.21%
Morgan Stanley
8,053,449AU$36.6m124%no data
1.14%
Norges Bank Investment Management
7,638,463AU$34.8m0%no data
0.83%
IOOF Investment Management Limited
5,555,322AU$25.3m-12.2%0.86%
0.6%
Tony Poli
4,000,000AU$18.2m-42.9%no data
0.42%
Christopher Kelaher
2,826,854AU$12.9m3.21%no data
0.42%
BetaShares Capital Limited
2,770,455AU$12.6m2.42%0.03%
0.39%
JP Morgan Asset Management
2,596,637AU$11.8m0%no data
0.39%
Nordea Investment Management, AB
2,580,612AU$11.7m0%no data
0.37%
Con Zempilas
2,465,593AU$11.2m0%no data
0.34%
John Gannon
2,265,506AU$10.3m0%no data
0.3%
Charles Goode
2,028,172AU$9.2m1.41%no data
0.3%
Nt-Comnwlth Super Corp
2,005,304AU$9.1m-22.3%0.07%
0.29%
Sally Kelaher
1,928,518AU$8.8m0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/11/19 17:06
End of Day Share Price 2025/11/19 00:00
Earnings2025/06/30
Annual Earnings2025/06/30

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 18 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

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