How has IOOF Holdings performed over the past 5 years?
-28.0%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: IFL has a large one-off loss of A$81.0M impacting its December 31 2020 financial results.
Growing Profit Margin: IFL became profitable in the past.
Past Earnings Growth Analysis
Earnings Trend: IFL's earnings have declined by 28% per year over the past 5 years.
Accelerating Growth: IFL has become profitable in the last year, making the earnings growth rate difficult to compare to its 5-year average.
Earnings vs Industry: IFL has become profitable in the last year, making it difficult to compare its past year earnings growth to the Capital Markets industry (-7.1%).
Return on Equity
High ROE: IFL's Return on Equity (3.1%) is considered low.
How experienced are the management team and are they aligned to shareholders interests?
1.0yrs
Average management tenure
CEO
Renato Mota
2.17yrs
Tenure
AU$1,487,455
Compensation
Mr. Renato Mota B.Bus (EcoFin), B.Com (Hons), has been the Chief Executive Officer and Director of IOOF Holdings Ltd. since June 25, 2019 and served as its Managing Director until 2020. Mr. Mota joined IOO...
CEO Compensation Analysis
Compensation vs Market: Renato's total compensation ($USD1.15M) is about average for companies of similar size in the Australian market ($USD1.41M).
Compensation vs Earnings: Renato's compensation has been consistent with company performance over the past year.
Leadership Team
Name
Position
Tenure
Compensation
Ownership
Renato Mota
CEO & Director
2.17yrs
AU$1.49m
0.054% A$ 1.1m
David Chalmers
Chief Financial Officer
0.92yr
AU$721.46k
no data
Frank Lombardo
Chief Operating Officer
1yr
AU$777.48k
0.0029% A$ 62.5k
Dan Farmer
Chief Investment Officer
3.58yrs
AU$700.16k
0.0022% A$ 46.8k
Mark Oliver
Chief Distribution Officer
1yr
AU$530.37k
no data
Lorna Stewart
Chief Risk Officer
0.67yr
AU$553.72k
no data
Darren Whereat
Chief Advice Officer
1yr
AU$514.32k
no data
Martin Breckon
Head of Technical Services
3.67yrs
no data
no data
Sharam Hekmat
Chief Information Officer
4.08yrs
no data
no data
Rachel Scully
Head of Investor Relations
no data
no data
no data
Lawrence Hastings
Chief Legal Officer
1.08yrs
no data
no data
Melissa Walls
Chief People Officer
no data
no data
no data
1.0yrs
Average Tenure
Experienced Management: IFL's management team is not considered experienced ( 1 years average tenure), which suggests a new team.
Board Members
Name
Position
Tenure
Compensation
Ownership
Renato Mota
CEO & Director
2.17yrs
AU$1.49m
0.054% A$ 1.1m
Elizabeth Flynn
Independent Non-Executive Director
5.42yrs
AU$170.00k
0.0076% A$ 160.8k
Allan Griffiths
Independent Non-Executive Chairman
2.17yrs
AU$285.00k
0.015% A$ 328.0k
Michelle Somerville
Independent Non-Executive Director
1.33yrs
AU$124.23k
no data
John Selak
Independent Non Executive Director
4.33yrs
AU$170.00k
0.022% A$ 475.6k
Andrew Bloore
Independent Non-Executive Director
1.42yrs
AU$166.64k
0.0027% A$ 56.4k
1.9yrs
Average Tenure
Experienced Board: IFL's board of directors are not considered experienced ( 1.9 years average tenure), which suggests a new board.
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Ownership Breakdown
Dilution of Shares: Shareholders have been substantially diluted in the past year, with total shares outstanding growing by 85.2%.
Top Shareholders
Company Information
IOOF Holdings Ltd's company bio, employee growth, exchange listings and data sources
IOOF Holdings Ltd provides financial advice, portfolio management and administration, and investment management services in Australia. It offers financial planning advice and stockbroking services, such as...
Company Analysis and Financial Data Status
All financial data provided by Standard & Poor's Capital IQ.
Data
Last Updated (UTC time)
Company Analysis
2021/02/27 07:32
End of Day Share Price
2021/02/26 00:00
Earnings
2020/12/31
Annual Earnings
2020/06/30
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 here.