IOOFF (Insignia Financial) Marketable Securities: $120 Mil (As of Dec. 2025)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

IOOFF Insignia Financial Ltd IOOFF
35 GF Score
Price $1.30
GF Value $0.58
! 9 Warning Signs
View Full Analysis

What is Insignia Financial Marketable Securities?

Insignia Financial IOOFF -21.69% 35 Marketable Securities is $120 Mil as of Dec. 2025. GuruFocus rates IOOFF with a GF Score™ of 35/100 and a GF Value™ of $0.58. The stock has 9 warning signs investors should review.

Marketable Securities are very liquid securities that can be converted into cash quickly at a reasonable price. Insignia Financial's Marketable Securities for the quarter that ended in Dec. 2025 was $120 Mil.

Insignia Financial's annual Marketable Securities declined from Jun. 2023 ($59 Mil) to Jun. 2024 ($43 Mil) and declined from Jun. 2024 ($43 Mil) to Jun. 2025 ($28 Mil).

Insignia Financial  (OTCPK:IOOFF) Marketable Securities Explanation

Marketable Securities are very liquid as they tend to have maturities of less than one year. Furthermore, the rate at which these securities can be bought or sold has little effect on their prices.

Please note, GuruFocus' Marketable Securities also includes "Other Short Term Investment".

Insignia Financial Marketable Securities Related Terms

Insignia Financial Marketable Securities Historical Data

* Premium members only.

The historical data trend for Insignia Financial's Marketable Securities can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Insignia Financial Marketable Securities Chart

Insignia Financial Annual Data
Trend Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
Marketable Securities
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1,664.60 744.77 58.59 43.03 27.93

Insignia Financial Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
Marketable Securities Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 199.00 43.03 137.68 27.93 120.27
IOOFF
35GF Score
Insignia Financial Ltd IOOFF
Marketable Securities is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Insignia Financial Marketable Securities Calculation

Marketable Securities are very liquid securities that can be converted into cash quickly at a reasonable price.

Frequently Asked Questions Learn more about Marketable Securities →
What does a Marketable Securities of $120 Mil mean?
Insignia Financial (IOOFF) has a Marketable Securities of $120 Mil as of Dec. 2025. Marketable securities are high-liquid securites not directly classified as cash or cash equivalents. View historical data on Insignia Financial and its competitors.
Is Insignia Financial's Marketable Securities too high?
Insignia Financial's current Marketable Securities is $120 Mil. Overall, Insignia Financial has a GF Score™ of 35/100, reflecting its overall financial health beyond just this single metric.
How does Insignia Financial's Marketable Securities compare to BLK and BX?
Insignia Financial's Marketable Securities of $120 Mil can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Marketable Securities for an Asset Management company?
A good Marketable Securities depends on the Asset Management industry context. However, Marketable Securities should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Marketable Securities mean?
A high Marketable Securities can signal that a stock is expensive relative to its fundamentals. Marketable securities are high-liquid securites not directly classified as cash or cash equivalents. View historical data on Insignia Financial and its competitors. Insignia Financial's current Marketable Securities is $120 Mil. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Insignia Financial stock overvalued right now?
Insignia Financial (IOOFF) has a current Marketable Securities of $120 Mil. The stock's GF Value™ is $0.58, compared to a current price of $1.30 — trading 124.1% above its estimated fair value. The current Marketable Securities is $120 Mil. Insignia Financial's overall GF Score™ is 35/100 with 9 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Marketable Securities calculated?
Marketable Securities is calculated from a company's financial statements. For Insignia Financial (IOOFF), the current Marketable Securities is $120 Mil as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Insignia Financial (IOOFF) Overvalued in 2026?

Based on GuruFocus' analysis, Insignia Financial stock appears to be overvalued. The current stock price of $1.30 is trading 124.1% above its estimated GF Value™ of $0.58.

Key valuation signals for IOOFF:

  • Marketable Securities: $120 Mil
  • GF Value™: $0.58 vs. price of $1.30 (124.1% above fair value)
  • GF Score™: 35/100 with 9 warning signs

No single metric tells the full story. See the IOOFF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Insignia Financial Business Description

Address 800 Bourke Street, Level 1, Docklands, VIC, AUS, 3008
Insignia Financial (formerly IOOF) provides wealth-management advice and products via a multibranded strategy, and a vertically integrated business model. Insignia's advice business provides financial planning services to both the mass affluent and high-net-worth clients. It also services non-Insignia advisors, providing compliance and other administrative services. Furthermore, Insignia offers platform products, which generates fees mainly from superannuation and non-superannuation investments accessed via its own platforms. It also derives revenue via some third-party platforms sourced from its aligned advisors. Lastly, the firm has an investment management segment.
35GF Score

Get the complete analysis for IOOFF

Marketable Securities is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$1.30
Price
$0.58
GF Value