Insignia Financial

Insignia Financial ROE

Delisted

The Return on Equity (ROE) of Insignia Financial (IFL.AX) as of Oct 18, 2026 is 0.78 %. In the previous year, Return on Equity (ROE) was -9.06 % — a change of -108.60% (higher).

ROE

0.78 %

YoY

-108.60%

Last updated:

In 2025, Insignia Financial's return on equity (ROE) was 0.78 %, a -108.60% increase from the -9.06 % ROE in the previous year.

The Insignia Financial ROE history

  • 3 Years

  • 10 Years

  • 25 Years

  • Max

ROE
Date
ROE
Jan 1, 2018
4.90 AUD
Jan 1, 2019
1.73 AUD
Jan 1, 2020
8.13 AUD
Jan 1, 2021
-5.72 AUD
Jan 1, 2022
1.53 AUD
Jan 1, 2023
2.21 AUD
Jan 1, 2024
-9.06 AUD
Jan 1, 2025
0.78 AUD
The Insignia Financial ROE history
YEARROEYoY
0.78 %-108.60%
-9.06 %-510.82%
2.21 %+43.92%
1.53 %-126.80%
-5.72 %-170.39%
8.13 %+369.18%
1.73 %-64.65%
4.90 %-42.94%
8.59 %-39.35%
14.16 %+39.43%
10.15 %-19.75%
12.65 %—

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Insignia Financial Stock analysis

What does Insignia Financial do? IOOF Holdings Ltd was founded in Australia in 1846 and is now one of the largest independent wealth management and financial services companies in the country. The company is headquartered in Melbourne and employs over 1,500 staff in Australia and New Zealand. IOOF specializes in asset management for private and corporate clients and offers a wide range of products and services. These include retirement planning support, asset management, investment funds, and insurance. IOOF's business model is based on providing investment and brokerage services. The company has been operating in Australia for over 170 years and has undergone several strategic acquisitions and mergers in its history. IOOF has recently focused on diversifying its services and expanding into new business areas. IOOF has several business divisions, including: - IOOF Private Wealth: This division specializes in asset management for high net worth individuals. IOOF Private Wealth offers a wide range of services, including asset management, tax, legal, and retirement planning. - IOOF Advisors: This division provides wealth advisory services for asset managers and financial advisors. - IOOF Alliances: IOOF Alliances is a partnership with independent financial advisors who support their clients with IOOF products and services. - IOOF Investment Management: This division operates in various areas, including fund management, investment advice, and asset management. IOOF offers a wide range of products, including: - Investment products: IOOF offers various investment funds, including equity, bond, alternative investment, and multi-asset funds. - Insurance products: IOOF offers various insurance products, including life insurance, disability insurance, and income protection insurance. - Retirement products: IOOF offers retirement products, including Registered Retirement Savings Plan (RRSP), fixed income pensions, variable pensions, and non-registered pensions. - Asset management products: IOOF also offers a wide range of asset management products, including portfolio management, asset management funds, and discretionary asset management. IOOF has experienced strong growth in recent years, particularly through the acquisition of the National Australia Bank's wealth management division in 2019. This acquisition has made IOOF the second largest wealth management company in Australia. IOOF has focused on digitalization and has invested in technology in recent years to expand its offerings and provide a seamless experience for its customers. The company also has a mobile app that allows customers to manage their accounts, monitor their investments, and keep track of their finances. IOOF places great emphasis on compliance and the security of its customers. In recent years, the company has strengthened its compliance measures to ensure that its employees and partners act in accordance with the law. Overall, IOOF is a leading wealth management company in Australia and New Zealand. The company offers a wide range of products and services for individual and business customers and has focused on digitalization in recent years to provide an even better customer experience. Insignia Financial is one of the most popular companies on Eulerpool.

ROE Details

Decoding Insignia Financial's Return on Equity (ROE)

Insignia Financial's Return on Equity (ROE) is a fundamental metric evaluating the company's profitability relative to its equity. Calculated by dividing net income by shareholder's equity, ROE illustrates how effectively the company is generating profits from shareholders’ investments. A higher ROE represents enhanced efficiency and profitability.

Year-to-Year Comparison

Analyzing Insignia Financial's ROE on a yearly basis aids in tracking its profitability trends and financial performance. An increasing ROE suggests enhanced profitability and value generation for shareholders, whereas a declining ROE may indicate issues in profit generation or equity management.

Impact on Investments

Insignia Financial's ROE is instrumental for investors assessing the company's profitability, efficiency, and investment attractiveness. A robust ROE indicates the firm’s adeptness at converting equity investments into profits, thereby enhancing its appeal to potential and current investors.

Interpreting ROE Fluctuations

Changes in Insignia Financial’s ROE can emanate from variations in net income, equity capital, or both. These fluctuations are scrutinized to evaluate management’s effectiveness, financial strategies, and the inherent risks and opportunities, aiding investors in making informed decisions.

Frequently Asked Questions about Insignia Financial stock

Return on Equity (ROE) of Insignia Financial is 0.78 % in 2025.

Return on Equity (ROE) of Insignia Financial changed from -9.06 % to 0.78 %, representing a -108.60% change. The value is higher than the previous year.

On Eulerpool you can find the complete historical development of Return on Equity (ROE) Insignia Financial since 2006 – with annual values, charts, and detailed analysis.

A 'good' varies by industry and company stage. On Eulerpool, you can compare Return on Equity (ROE)'s Insignia Financial with sector peers and the industry average to assess whether it is attractive.

To evaluate Return on Equity (ROE)'s, it is essential to compare it with peers in the same industry and sector. On Eulerpool, you can find direct industry comparisons for Return on Equity (ROE).

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Profitability — Insignia Financial

All Key Metrics — Insignia Financial