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About the company
Insignia Financial Ltd is an Australia-based wealth manager, providing financial advice, superannuation, wrap platforms and asset management services to members, clients, financial advisers and corporate employers. Its segment includes Advice, Master Trust, Wrap, and Asset Management. The Advice segment includes the Company’s employed advice businesses, Bridges and Shadforth. These businesses provide comprehensive financial advice. The Master Trust segment offers solutions used by employers and independent advisers. The Wrap segment offers a technology platform and invests in technology and services to support the changing needs of advisers and their clients. The Asset Management segment offers access to a range of investment capabilities across a range of multi-asset and single asset classes, designed to suit a range of investor needs and risk profiles. Its subsidiaries include ACN 089 554 058 Pty Ltd, Australian Wealth Management Limited, and Consultum Financial Advisers Pty Ltd.
- Revenue in AUD (TTM)1.58bn
- Net income in AUD16.10m
- Incorporated2002
- Employees1.30k
- LocationInsignia Financial LtdLevel 1, 800 Bourke Street, DocklandsMELBOURNE 3008AustraliaAUS
- Phone+61 38614-4400
- Fax+61 80055-8539
- Websitehttps://www.insigniafinancial.com.au/
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Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HMC Capital Ltd | 234.20m | 147.30m | 1.54bn | -- | 9.88 | 0.9301 | 5.78 | 6.59 | 0.3784 | 0.3784 | 0.5825 | 4.02 | 0.118 | -- | 10.65 | -- | 13.37 | 7.02 | 17.68 | 8.38 | -- | -- | 113.24 | 89.17 | -- | -- | 0.0684 | 83.43 | 188.78 | 30.34 | 123.18 | 89.88 | -- | 0.00 |
| Centuria Capital Group | 452.09m | 82.70m | 1.67bn | -- | 20.87 | 1.13 | 18.24 | 3.69 | 0.0963 | 0.0963 | 0.5359 | 1.79 | 0.1293 | -- | 4.93 | -- | 2.31 | 2.95 | 3.24 | 3.46 | 86.16 | 82.83 | 17.89 | 23.92 | -- | 6.72 | 0.2491 | 102.76 | 38.24 | 22.73 | -19.04 | 31.41 | 79.56 | 1.43 |
| Wam Leaders Ltd | 110.74m | 63.84m | 1.89bn | -- | 29.37 | 1.06 | -- | 17.09 | 0.0468 | 0.0468 | 0.0811 | 1.29 | 0.0613 | -- | 1.38 | -- | 3.53 | 6.51 | 3.68 | 6.89 | 72.21 | 78.65 | 57.65 | 60.95 | -- | -- | 0.00 | 97.26 | 131.29 | 31.24 | 185.75 | 64.29 | -- | 7.97 |
| Generation Development Group Ltd | 545.01m | 38.25m | 1.92bn | 200.00 | 31.46 | 2.70 | 5.54 | 3.53 | 0.1529 | 0.1529 | 1.66 | 1.78 | 0.1189 | -- | -- | -- | 7.22 | 5.19 | -- | -- | -- | -- | 60.70 | 60.66 | -- | 230.21 | 0.0099 | 45.67 | 63.95 | -- | 554.91 | -- | 45.83 | 1.26 |
| Wam Capital Ltd | 355.70m | 219.63m | 2.04bn | 30.00 | 9.16 | 1.08 | -- | 5.73 | 0.1965 | 0.1965 | 0.3178 | 1.67 | 0.1796 | -- | 11.94 | -- | 11.09 | 6.65 | 11.72 | 6.93 | 85.89 | 79.77 | 61.75 | 60.79 | -- | -- | 0.00 | 135.76 | -6.60 | -- | -4.19 | -- | -- | 0.00 |
| MA Financial Group Ltd | 1.46bn | 35.91m | 2.06bn | 700.00 | 49.90 | 4.23 | 37.34 | 1.41 | 0.2118 | 0.2118 | 8.60 | 2.50 | 0.2259 | -- | 4.69 | 2,085,486.00 | 0.5556 | 1.65 | 0.7307 | 2.17 | 47.85 | 50.36 | 2.46 | 5.24 | -- | 1.13 | 0.9408 | 75.64 | 32.17 | 49.57 | 46.55 | 12.21 | 19.90 | 14.87 |
| Perpetual Ltd | 1.39bn | -58.20m | 2.07bn | 1.79k | -- | 1.22 | 32.88 | 1.49 | -0.5206 | -0.5206 | 12.39 | 14.70 | 0.408 | -- | 5.83 | 777,249.90 | -1.71 | -2.28 | -2.34 | -2.95 | -- | -- | -4.19 | -5.73 | -- | 5.38 | 0.3501 | -- | 3.30 | 23.13 | 87.67 | -- | 8.74 | -5.80 |
| Deterra Royalties Ltd | 263.43m | 155.70m | 2.27bn | 11.00 | 14.60 | 18.20 | 14.51 | 8.62 | 0.2939 | 0.2939 | 0.4973 | 0.2357 | 0.8728 | -- | 4,503.13 | -- | 51.58 | 102.78 | 52.52 | 106.11 | -- | 99.38 | 59.10 | 64.34 | -- | 35.18 | 0.7032 | 88.18 | 9.53 | -- | 0.5223 | -- | -- | -- |
| L1 Long Short Fund Ltd | 403.87m | 99.52m | 2.75bn | -- | 27.47 | 1.39 | -- | 6.80 | 0.158 | 0.158 | 0.6457 | 3.12 | 0.0845 | -- | 7,343.15 | -- | 2.08 | 5.41 | 4.92 | 12.36 | 80.70 | 78.04 | 24.64 | 43.48 | -- | 1.78 | 0.00 | 27.32 | -6.49 | 40.28 | -41.56 | -- | -- | -- |
| MFF Capital Investments Ltd | 622.70m | 431.97m | 2.83bn | -- | 6.45 | 1.15 | 55.94 | 4.54 | 0.7438 | 0.7438 | 1.07 | 4.17 | 0.2224 | -- | 328.08 | -- | 15.43 | 11.13 | 16.01 | 12.35 | 98.44 | 96.50 | 69.37 | 67.33 | -- | -- | 0.0028 | 24.31 | -6.59 | 69.06 | -3.44 | 76.68 | -- | 25.32 |
| Insignia Financial Ltd | 1.58bn | 16.10m | 3.09bn | 1.30k | 190.40 | 1.49 | 22.77 | 1.95 | 0.0242 | 0.0242 | 2.37 | 3.09 | 0.4299 | -- | 6.82 | -- | 0.4377 | -1.22 | 0.4918 | -1.38 | 87.13 | 72.90 | 1.02 | -3.23 | -- | 4.74 | 0.3471 | -- | -18.48 | 7.52 | 108.69 | -20.72 | -17.79 | -- |
| L1 Group Ltd | 136.27m | 6.27m | 3.17bn | -- | 122.89 | 3.24 | 322.54 | 23.26 | 0.01 | 0.01 | 0.2396 | 0.3808 | 0.4576 | -- | 9.20 | -- | 2.10 | 22.93 | 2.27 | 24.31 | -- | -- | 4.59 | 37.37 | -- | -- | 0.0478 | 95.81 | -26.58 | -14.02 | -86.08 | -47.40 | -10.51 | -42.57 |
| Pinnacle Investment Management Group Ltd | 83.90m | 126.06m | 4.26bn | 118.00 | 33.19 | 4.44 | 33.16 | 50.80 | 0.5623 | 0.5623 | 0.3742 | 4.20 | 0.0788 | -- | 1.47 | -- | 11.84 | 16.55 | 12.66 | 17.23 | -- | -- | 150.25 | 186.44 | -- | -- | 0.1062 | 94.02 | 33.66 | 23.92 | 48.78 | 32.96 | -34.47 | 31.26 |
| AMP Ltd | 2.44bn | 175.00m | 4.34bn | 4.30k | 25.49 | 1.16 | -- | 1.78 | 0.0673 | 0.0559 | 0.9349 | 1.48 | 0.0742 | -- | 5.18 | -- | 0.5329 | 0.0545 | 1.79 | 0.1119 | 41.40 | 49.43 | 7.19 | 0.8672 | -- | -- | 0.8853 | 578.88 | 5.79 | -6.80 | 44.00 | -- | -3.09 | -- |
Data as of Feb 12 2026. Currency figures normalised to Insignia Financial Ltd's reporting currency: Australian Dollar AUD
33.74%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Australian Retirement Trust Pty Ltd.as of 28 Oct 2025 | 68.16m | 10.16% |
| The Vanguard Group, Inc.as of 21 Aug 2025 | 40.36m | 6.02% |
| State Street Global Advisors, Australia, Ltd.as of 28 Jan 2026 | 32.27m | 4.81% |
| First Sentier Investors (Australia) IM Ltd.as of 12 Jan 2026 | 19.06m | 2.84% |
| Dimensional Fund Advisors LPas of 08 Jan 2026 | 18.60m | 2.77% |
| Vanguard Investments Australia Ltd.as of 31 Dec 2025 | 14.01m | 2.09% |
| First Sentier Investors RQI Pty Ltd.as of 12 Jan 2026 | 9.23m | 1.38% |
| BlackRock Fund Advisorsas of 08 Jan 2026 | 8.42m | 1.26% |
| Franklin Templeton Australia Ltd.as of 31 Dec 2025 | 8.36m | 1.25% |
| Norges Bank Investment Managementas of 30 Jun 2025 | 7.79m | 1.16% |
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Data from 30 Jun 2025 - 06 Feb 2026Source: FactSet Research Systems Inc.
