Insignia Financial Ltd.

Insignia Financial Ltd.verified

IFL.AX

Price:

$4.52

Market Cap:

$3.02B

Insignia Financial Ltd. provides financial advice, platforms, and asset management services in Australia. The company offers financial services solutions on superannuation and investments to clients including investors, members, employers, and advisers. It also provides financial advisory, various financial products and services, and investment management services on behalf of institutional, retail, and direct clients. The company was formerly known as IOOF Holdings Ltd. and changed its name to Insignia Financial Ltd. in December 2021. Insignia Financial Ltd. was founded in 1846 and is based in Docklands, Australia.

Industry

Asset Management

IPO Date

2003-12-04

Stock Exchange

ASX

Ticker

IFL.AX

The ROE as of December 2025 (TTM) for Insignia Financial Ltd. (IFL.AX) is 0.79%

According to Insignia Financial Ltd.’s latest financial reports and current stock price. The company's current ROE is 0.79%. This represents a change of -138.85% compared to the average of -2.02% of the last 4 quarters.

Insignia Financial Ltd. (IFL.AX) Historical ROE (quarterly & annually)

How has IFL.AX ROE performed in the past?

The mean historical ROE of Insignia Financial Ltd. over the last ten years is 1.43%. The current 0.79% ROE has changed -45.02% with respect to the historical average. Over the past ten years (40 quarters), IFL.AX's ROE was at its highest in in the June 2014 quarter at 6.63%. The ROE was at its lowest in in the June 2021 quarter at -7.94%.

Quarterly (TTM)
Annual

Average

1.43%

Median

1.86%

Minimum

-9.06%

Maximum

9.92%

Insignia Financial Ltd. (IFL.AX) ROE by Quarter and Year

Discovering the peaks and valleys of Insignia Financial Ltd. ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 43.36%

Maximum Annual ROE = 9.92%

Minimum Annual Increase = -512.43%

Minimum Annual ROE = -9.06%

Quarterly (TTM)
Annual
YearROEChange
20250.78%-108.60%
2024-9.06%-512.43%
20232.20%43.36%
20221.53%-126.80%
2021-5.72%-274.67%
20203.27%-255.00%
2019-2.11%-143.12%
20184.90%-42.94%
20178.59%-13.44%
20169.92%-2.30%

Insignia Financial Ltd. (IFL.AX) Average ROE

How has IFL.AX ROE performed in the past?

The current ROE of Insignia Financial Ltd. (IFL.AX) is greater than its 3-year, greater than its 5-year, and less than than its 10-year historical averages

3-year avg

-2.03%

5-year avg

-2.05%

10-year avg

1.43%

Insignia Financial Ltd. (IFL.AX) ROE vs. Peers

How is IFL.AX’s ROE compared to its peers?

Insignia Financial Ltd.’s ROE is less than Generation Development Group Limited (7.31%), less than MFF Capital Investments Limited (28.07%), greater than Perpetual Limited (-3.39%), less than WAM Capital Limited (11.69%), less than Pinnacle Investment Management Group Limited (14.55%), less than Centuria Capital Group (5.97%), less than WAM Leaders Limited (3.56%), less than MA Financial Group Limited (8.70%), less than Magellan Financial Group Limited (16.19%), less than AMP Limited (4.90%),

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Frequently asked questions❓

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How does the current ROE for Insignia Financial Ltd. (IFL.AX) compare to its historical average?