Insignia Financial Ltd.

CHIA:IFL Stock Report

Market Cap: AU$2.4b

Insignia Financial Ownership

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

Recent Insider Transactions

CHIA:IFL Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
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
01 Nov 24BuyAU$5,742,277Morgan Stanley, Investment Banking and Brokerage InvestmentsCompany2,083,734AU$2.76
01 Nov 24BuyAU$6,808,460Mitsubishi UFJ Asset Management Co., Ltd.Company2,702,581AU$2.52
01 Nov 24SellAU$16,733,499Morgan Stanley, Investment Banking and Brokerage InvestmentsCompany5,549,318AU$3.02
01 Nov 24SellAU$9,249,315First Sentier Investors (Australia) IM LtdCompany3,289,727AU$2.81
18 Oct 24BuyAU$70,059,176Australian Retirement Trust Pty LtdCompany29,378,008AU$2.38
14 Oct 24SellAU$180,561Mitsubishi UFJ Asset Management Co., Ltd.Company76,736AU$2.35
08 Oct 24SellAU$47,585,356Australian Retirement Trust Pty LtdCompany21,514,129AU$2.21
28 Aug 24BuyAU$123,363Scott HartleyIndividual53,018AU$2.43
28 Aug 24BuyAU$39,725Gai McGrathIndividual17,500AU$2.27
27 Aug 24BuyAU$49,997Michelle SomervilleIndividual21,277AU$2.35
26 Aug 24BuyAU$231,564Allan GriffithsIndividual100,000AU$2.32
26 Aug 24BuyAU$49,999Andrew BlooreIndividual21,231AU$2.35
23 Aug 24BuyAU$94,775Jodie HampshireIndividual40,000AU$2.37
19 Aug 24BuyAU$61,150,926Morgan Stanley, Investment Banking and Brokerage InvestmentsCompany26,589,848AU$2.30
19 Aug 24SellAU$50,134,692Morgan Stanley, Investment Banking and Brokerage InvestmentsCompany21,380,499AU$2.35
15 Aug 24BuyAU$14,516,821Mitsubishi UFJ Asset Management Co., Ltd.Company5,950,368AU$2.44
07 Aug 24SellAU$8,123,756First Sentier Investors (Australia) IM LtdCompany3,288,751AU$2.47
21 Jun 24SellAU$565,530Mitsubishi UFJ Asset Management Co., Ltd.Company257,819AU$2.19
14 Jun 24BuyAU$3,026,770First Sentier Investors (Australia) IM LtdCompany1,268,969AU$2.39

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of IFL?
Owner TypeNumber of SharesOwnership Percentage
Private Companies00%
Individual Insiders47,514,8007.11%
VC/PE Firms95,766,64814.3%
General Public124,591,49518.7%
Institutions400,055,00759.9%

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

Top Shareholders

Top 25 shareholders own 79.03% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
14.3%
Tanarra Capital Australia Pty Ltd
95,766,648AU$340.9m0%51.39%
10.5%
Australian Retirement Trust Pty Ltd
69,781,820AU$248.4m28.3%6.61%
9.02%
Host-Plus Pty. Limited
60,244,483AU$214.5m0%19.0%
7.01%
State Street Global Advisors, Inc.
46,826,732AU$166.7m0%no data
4.91%
The Vanguard Group, Inc.
32,764,974AU$116.6m0%no data
4.81%
Yarra Capital Management
32,150,331AU$114.5m0%15.34%
4.27%
First Sentier Investors (Australia) IM Ltd
28,505,597AU$101.5m-4.55%0.18%
4.11%
Norges Bank Investment Management
27,467,669AU$97.8m0%no data
4.02%
Bruce Neill
26,864,295AU$95.6m0%no data
4%
Dimensional Fund Advisors LP
26,683,882AU$95.0m-1.73%0.01%
2.15%
Mitsubishi UFJ Asset Management Co., Ltd.
14,337,435AU$51.0m22.4%0.02%
1.82%
Franklin Resources, Inc.
12,185,018AU$43.4m0%0.01%
1.56%
BlackRock, Inc.
10,393,885AU$37.0m2.94%no data
1.05%
Tony Poli
7,000,000AU$24.9m0%no data
1.01%
Morgan Stanley, Investment Banking and Brokerage Investments
6,758,865AU$24.1m-51.2%no data
0.95%
IOOF Investment Management Limited
6,327,549AU$22.5m21.3%0.64%
0.5%
Colonial First State Investments Limited
3,307,197AU$11.8m0.66%0.07%
0.44%
Nordea Investment Management, AB
2,907,245AU$10.3m-0.32%no data
0.43%
Ian Griffiths
2,867,896AU$10.2m0%no data
0.41%
Christopher Kelaher
2,738,854AU$9.8m8.81%no data
0.39%
Nt-Comnwlth Super Corp
2,582,142AU$9.2m-12.8%0.08%
0.37%
Con Zempilas
2,465,593AU$8.8m0%no data
0.35%
Charles Schwab Investment Management, Inc.
2,355,415AU$8.4m1.26%no data
0.35%
JP Morgan Asset Management
2,336,214AU$8.3m41.1%no data
0.34%
John Gannon
2,265,506AU$8.1m0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/20 19:22
End of Day Share Price 2024/12/20 00:00
Earnings2024/06/30
Annual Earnings2024/06/30

Data Sources

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

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

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

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

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 .

Analyst Sources

Insignia Financial Ltd. is covered by 27 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Russell WrightBarclay Pearce Capital Pty Limited
Benjamin BrayshawBarrenjoey Markets Pty Limited
Andrew AdamsBarrenjoey Markets Pty Limited