IntegraFin (LON:IHP) Posts Quarterly Earnings Results

IntegraFin (LON:IHP) announced its earnings results on Wednesday. The company reported GBX 10 earnings per share (EPS) for the quarter, Digital Look Earnings reports. The company had revenue of GBX 8,580 million during the quarter. IntegraFin had a net margin of 28.60% and a return on equity of 27.60%.

Here are the key takeaways from IntegraFin’s conference call:

• IntegraFin reported a strong first half, with net inflows up 14% to £2.4 billion, average FUD up 17% to £77.5 billion, and gross inflows at a record level of over £6 billion.
• Profitability accelerated, with underlying PBT up 16% to £43.9 million and the PBT margin rising to 51%, helped by revenue growth and slower cost growth.
• The company raised its first interim dividend 15% to £0.038 per share, while saying cash generation remains strong and cash conversion was just over 100% in the period.
• Management reiterated its FY2026 and FY2027 cost guidance, expecting administrative expense growth of about 3% per year, and said higher net interest income should modestly support earnings versus prior expectations.
• Executives said Transact is well positioned to benefit from industry consolidation and AI/automation, citing strong appeal to consolidators, continued investment in APIs and integrations, and potential efficiency gains from AI in development and operations.

IntegraFin Stock Performance

Shares of LON IHP opened at GBX 347 on Friday. The company has a market cap of £1.15 billion, a PE ratio of 22.39, a price-to-earnings-growth ratio of 3.14 and a beta of 1.27. IntegraFin has a 12 month low of GBX 281.50 and a 12 month high of GBX 397.69. The company has a debt-to-equity ratio of 5.68, a current ratio of 250.17 and a quick ratio of 0.01. The company has a 50-day simple moving average of GBX 323.53 and a 200-day simple moving average of GBX 336.29.

Analysts Set New Price Targets

A number of brokerages have issued reports on IHP. Jefferies Financial Group restated a “hold” rating and set a GBX 360 target price on shares of IntegraFin in a research report on Wednesday. Royal Bank Of Canada upgraded shares of IntegraFin to an “outperform” rating and lifted their target price for the stock from GBX 440 to GBX 450 in a research report on Thursday, May 14th. Berenberg Bank restated a “buy” rating on shares of IntegraFin in a research report on Wednesday, April 22nd. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a GBX 450 target price on shares of IntegraFin in a research report on Thursday. Finally, Shore Capital Group restated a “hold” rating on shares of IntegraFin in a research report on Thursday, April 23rd. Three investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of GBX 423.

Insider Activity at IntegraFin

In other news, insider Euan Marshall purchased 5,000 shares of the stock in a transaction dated Wednesday, May 20th. The stock was acquired at an average cost of GBX 325 per share, for a total transaction of £16,250. Insiders have bought 5,281 shares of company stock worth $1,714,996 in the last ninety days. Insiders own 14.50% of the company’s stock.

About IntegraFin

IntegraFin Holdings plc (IntegraFin) is the holding company for all of the entities involved in the provision of the Transact service. Transact is one of the largest independent wrap platforms in the UK. It offers advisory professionals a comprehensive financial planning infrastructure for investing client assets in a tax-efficient way.