Insignia Financial Ltd.

DB:IOH Stock Report

Market Cap: €1.9b

Insignia Financial Ownership

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

Recent Insider Transactions

DB:IOH Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
04 Feb 25Buy€2,272,166Mitsubishi UFJ Asset Management Co., Ltd.Company853,525€2.66
03 Feb 25Sell€2,982,430Mitsubishi UFJ Asset Management Co., Ltd.Company1,246,510€2.39
17 Dec 24Sell€5,091,834Mitsubishi UFJ Asset Management Co., Ltd.Company2,410,166€2.11
17 Dec 24Sell€12,409,117Morgan Stanley, Investment Banking and Brokerage InvestmentsCompany6,447,604€1.92
16 Dec 24Buy€4,702,390Mitsubishi UFJ Asset Management Co., Ltd.Company2,411,751€1.95
16 Dec 24Buy€1,606,440Morgan Stanley, Investment Banking and Brokerage InvestmentsCompany797,506€2.01
09 Dec 24Buy€39,188,224Australian Retirement Trust Pty LtdCompany20,248,779€1.94
28 Nov 24Sell€25,423,173Australian Retirement Trust Pty LtdCompany13,122,177€1.94
11 Nov 24Sell€2,138,459First Sentier Investors (Australia) IM LtdCompany1,087,641€1.97
01 Nov 24Buy€3,481,473Morgan Stanley, Investment Banking and Brokerage InvestmentsCompany2,083,734€1.67
01 Nov 24Buy€4,127,886Mitsubishi UFJ Asset Management Co., Ltd.Company2,702,581€1.53
01 Nov 24Sell€10,145,317Morgan Stanley, Investment Banking and Brokerage InvestmentsCompany5,549,318€1.83
01 Nov 24Sell€5,607,747First Sentier Investors (Australia) IM LtdCompany3,289,727€1.70
18 Oct 24Buy€43,268,389Australian Retirement Trust Pty LtdCompany29,378,008€1.47
14 Oct 24Sell€111,228Mitsubishi UFJ Asset Management Co., Ltd.Company76,736€1.45
08 Oct 24Sell€29,176,469Australian Retirement Trust Pty LtdCompany21,514,129€1.36
28 Aug 24Buy€75,201Scott HartleyIndividual53,018€1.48
28 Aug 24Buy€24,216Gai McGrathIndividual17,500€1.38
27 Aug 24Buy€30,359Michelle SomervilleIndividual21,277€1.43
26 Aug 24Buy€140,491Allan GriffithsIndividual100,000€1.40
26 Aug 24Buy€30,335Andrew BlooreIndividual21,231€1.43
23 Aug 24Buy€57,486Jodie HampshireIndividual40,000€1.44
19 Aug 24Buy€37,159,935Morgan Stanley, Investment Banking and Brokerage InvestmentsCompany26,589,848€1.40
19 Aug 24Sell€30,465,637Morgan Stanley, Investment Banking and Brokerage InvestmentsCompany21,380,499€1.43
15 Aug 24Buy€8,759,935Mitsubishi UFJ Asset Management Co., Ltd.Company5,950,368€1.47
07 Aug 24Sell€4,872,868First Sentier Investors (Australia) IM LtdCompany3,288,751€1.48
21 Jun 24Sell€351,065Mitsubishi UFJ Asset Management Co., Ltd.Company257,819€1.36
14 Jun 24Buy€1,871,018First Sentier Investors (Australia) IM LtdCompany1,268,969€1.47

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 IOH?
Owner TypeNumber of SharesOwnership Percentage
Private Companies00%
Individual Insiders49,514,8007.41%
VC/PE Firms95,766,64814.3%
General Public139,637,83620.9%
Institutions383,008,66657.3%

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

Top Shareholders

Top 25 shareholders own 76.77% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
14.3%
Tanarra Capital Australia Pty Ltd
95,766,648€269.2m0%58.37%
10.5%
Australian Retirement Trust Pty Ltd
69,781,820€196.2m28.3%8.34%
9.02%
Host-Plus Pty. Limited
60,244,483€169.3m0%22.94%
6.03%
State Street Global Advisors, Inc.
40,280,839€113.2m-14%no data
4.91%
The Vanguard Group, Inc.
32,764,974€92.1m0%no data
4.81%
Yarra Capital Management
32,150,331€90.4m0%24.66%
4.11%
Norges Bank Investment Management
27,467,669€77.2m0%0.01%
4.02%
Bruce Neill
26,864,295€75.5m0%no data
3.89%
Dimensional Fund Advisors LP
26,015,228€73.1m-4.2%0.01%
3.82%
First Sentier Investors (Australia) IM Ltd
25,485,627€71.6m-14.7%0.21%
2.15%
Mitsubishi UFJ Asset Management Co., Ltd.
14,339,020€40.3m22.4%0.02%
1.82%
Franklin Resources, Inc.
12,184,500€34.3m0%0.01%
1.51%
BlackRock, Inc.
10,104,944€28.4m-0.94%no data
1.05%
Tony Poli
7,000,000€19.7m0%no data
0.95%
IOOF Investment Management Limited
6,327,549€17.8m21.3%0.84%
0.5%
Colonial First State Investments Limited
3,307,197€9.3m0.66%0.1%
0.43%
Nordea Investment Management, AB
2,875,264€8.1m-0.74%0.01%
0.43%
Ian Griffiths
2,867,896€8.1m0%no data
0.41%
Christopher Kelaher
2,738,854€7.7m8.81%no data
0.39%
Nt-Comnwlth Super Corp
2,582,142€7.3m-12.8%0.1%
0.37%
Con Zempilas
2,465,593€6.9m0%no data
0.35%
American Century Investment Management Inc
2,343,066€6.6m26.5%no data
0.35%
JP Morgan Asset Management
2,306,053€6.5m-1.29%no data
0.34%
John Gannon
2,265,506€6.4m0%no data
0.34%
Charles Schwab Investment Management, Inc.
2,249,346€6.3m-3.3%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/02/07 07:18
End of Day Share Price 2025/02/07 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.

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 25 analysts. 7 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
Lafitani SotiriouBell Potter