IntegraFin (LON:IHP) Issues Earnings Results

IntegraFin (LON:IHP) issued its earnings results on Wednesday. The company reported GBX 10 EPS for the quarter, Digital Look Earnings reports. The company had revenue of GBX 8,580 million for the quarter. IntegraFin had a net margin of 25.87% and a return on equity of 23.86%.

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 Price Performance

Shares of IntegraFin stock opened at GBX 323.50 on Wednesday. The firm has a market cap of £1.07 billion, a PE ratio of 20.87, 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 quick ratio of 0.01, a current ratio of 6.40 and a debt-to-equity ratio of 8.89. The company’s fifty day simple moving average is GBX 322.72 and its two-hundred day simple moving average is GBX 336.67.

Analysts Set New Price Targets

IHP has been the topic of a number of analyst reports. Jefferies Financial Group reiterated a “hold” rating and issued a GBX 360 target price on shares of IntegraFin in a research report on Tuesday, April 21st. Berenberg Bank reiterated a “buy” rating on shares of IntegraFin in a research report on Wednesday, April 22nd. 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. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a GBX 450 target price on shares of IntegraFin in a research report on Wednesday, April 22nd. Finally, Shore Capital Group reissued a “hold” rating on shares of IntegraFin in a report on Thursday, April 23rd. Three investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, IntegraFin currently has an average rating of “Moderate Buy” and an average target price of GBX 423.

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.