InvestSMART

IOOF Holdings Limited (IFL) - Share Price and Research

$3.245 0.045 (1.41%)

IFL General Information +

ASX Code IFL
Website http://www.ioof.com.au
GICS Sub-Industry Asset Management & Custody Banks
Market Cap ($M) 2,109
IFL Share Price $3.245
Day High $3.260
Day Low $3.210
Last Close $3.200
IFL Share Price Movement $0.04 ( 1.41% )
Prices as at 14:20, 26 Oct 2020
+Security prices are delayed by at least 20 minutes and are indicative only.

IFL Company Overview

Business Description

IOOF Holdings Limited (IFL) is an Australian financial service provider which provides services such as portfolio and estate administration, financial advice and distribution, investment management and ex-ANZ wealth management.

IFL Financial Summary

Year to Jun NPAT EPS EPS chg (%) PER DPS Yield (%) Franking (%)
2022 F 176.38 26.66 5.40% 12.00 16.00 5.00% 100.0%
2021 F 127.98 25.30 -28.50% 12.65 15.00 4.69% 100.0%
2020 A 124.05 35.36 -32.80% 15.42 27.50 5.04% 100.0%

IFL Peer Comparison

Company Mkt Cap EPS Growth (%) P/E (%) Dividend Yield (%)
2020 A 2021 F 2022 F 2020 A 2021 F 2022 F 2020 A 2021 F 2022 F
IOOF (IFL) $2,110M -0.5389 -0.1568 0.2645 11.6362 13.8004 10.9134 7.79% 4.52% 5.98%
Magellan Financial Group (MFG) $10,921M 0.0591 0.0477 0.1471 24.8382 23.7064 20.6665 3.61% 3.85% 4.39%
Netwealth Group (NWL) $4,362M 0.2133 0.1911 0.2322 99.8911 83.8665 68.0638 0.80% 0.91% 1.12%
Pendal Group (PDL) $2,185M -0.1773 -0.2027 0.0135 11.4185 14.3220 14.1307 6.65% 5.78% 6.07%
Platinum Asset Mgmt (PTM) $1,836M -0.0100 -0.2093 -0.0529 11.6966 14.7921 15.6188 7.67% 6.63% 6.23%

IFL Market Comparison

Earnings P/E Ratio P/B Ratio P/E Growth
Company 0.31 12.10 0.70 3.70
Market 0.71 20.30 1.57 1.67
Sector 0.87 20.10 1.03 2.46

IFL Directors

Name Position Start Date
Mr Renato Mota Group General Manager - Wealth Management, Chief Executive Officer, Managing Director 25 Jun 2019
Ms Elizabeth Flynn Non-Executive Director 15 Sep 2015
Ms Michelle Ann Somerville Non-Executive Director 1 Oct 2019
Mr John Selak Non-Executive Director 14 Oct 2016
Mr Robert Andrew Bloore Non-Executive Director 2 Sep 2019
Mr Allan Griffiths Non-Executive Director, Non-Executive Chairman 14 Jul 2014

IFL Management

Name Position
Adrianna Bisogni Company Secretary

IFL Substantial Shareholders

Holding Name
31,036,357 (8.84%) Sumitomo Mitsui Trust Holdings Inc
29,592,560 (8.42%) Legg Mason Asset Management Limited
24,414,295 (6.95%) Bruce W Neill

IFL Calendar of Events

Date Event
22 October 2021 Report (Annual)
30 August 2021 Report (Prelim)
16 February 2021 Report (Interim)

DISCLOSURE: InvestSMART Group Limited employees may have an interest in the securities and managed funds displayed via this service. Please refer to our Financial Services Guide for more information.

Data shown on this website is sourced by Morningstar
© 2017 Morningstar. All rights reserved. Neither any Morningstar company nor any of their content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice has been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Limited, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. You should consider the advice in light of these matters and, if applicable, the relevant Product Disclosure Statement (in respect of Australian products) or Investment Statement (in respect of New Zealand products) before making any decision to invest. No Morningstar-affiliated company or any of their employees is providing you with personalised financial advice. To obtain advice tailored to your particular circumstances, please contact a professional financial adviser. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only.