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IDP Education Ltd.
(Sydney:IEL)
IDP Education Ltd. (IEL) vs. iShares MSCI Australia ETF (EWA)
IDP Education Ltd. Business Overview & Revenue Model
IDP Education Ltd. Financial Statement Overview
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 880.21M | 882.20M | 1.04B | 977.83M | 790.59M | 525.55M |
| Gross Profit | 259.50M | 882.20M | 408.40M | 374.83M | 270.52M | 133.34M |
| EBITDA | 147.99M | 149.55M | 269.27M | 274.13M | 199.09M | 104.08M |
| Net Income | 44.51M | 44.51M | 132.75M | 148.52M | 102.60M | 39.68M |
Balance Sheet | ||||||
| Total Assets | 1.28B | 1.28B | 1.26B | 1.23B | 974.79M | 695.44M |
| Cash, Cash Equivalents and Short-Term Investments | 121.48M | 121.48M | 121.10M | 166.63M | 196.61M | 306.95M |
| Total Debt | 394.63M | 394.63M | 395.66M | 329.56M | 256.41M | 143.10M |
| Total Liabilities | 744.97M | 744.97M | 732.95M | 716.02M | 519.42M | 307.45M |
| Stockholders Equity | 533.16M | 533.16M | 522.57M | 517.17M | 455.68M | 388.53M |
Cash Flow | ||||||
| Free Cash Flow | 123.37M | 71.75M | 61.79M | 131.33M | 110.99M | 96.76M |
| Operating Cash Flow | 132.63M | 132.63M | 116.67M | 170.28M | 140.63M | 116.90M |
| Investing Cash Flow | -51.29M | -51.29M | -88.49M | -124.11M | -290.28M | -19.65M |
| Financing Cash Flow | -68.72M | -68.72M | -81.76M | -75.21M | 37.51M | -95.72M |
IDP Education Ltd. Technical Analysis
IDP Education Ltd. Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
68 Neutral | AU$138.48M | 10.08 | 12.24% | 11.68% | 26.16% | ― | |
63 Neutral | AU$540.09M | 7.97 | 7.88% | 7.86% | -0.89% | 16.45% | |
62 Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% | |
54 Neutral | €1.52B | 34.15 | 8.86% | 2.79% | -14.98% | -66.48% | |
53 Neutral | AU$167.84M | 768.75 | 0.15% | ― | -1.08% | ― | |
53 Neutral | AU$32.79M | -6.26 | 10.80% | 1.71% | -2.81% | -503.02% |
IDP Education Ltd. Corporate Events
IDP Education Ltd. announced a change in the director’s interest, with Tennealle O’Shannessy acquiring additional performance and service rights under the company’s Employee Incentive Plan. This change reflects the company’s ongoing commitment to aligning executive interests with corporate performance, potentially impacting stakeholder perceptions and reinforcing confidence in the company’s governance and strategic direction.
The most recent analyst rating on (AU:IEL) stock is a Hold with a A$6.00 price target. To see the full list of analyst forecasts on IDP Education Ltd. stock, see the AU:IEL Stock Forecast page.
IDP Education Ltd. held its Annual General Meeting on October 21, 2025, where several resolutions were voted on, including the re-election and election of non-executive directors, the approval of the remuneration report, and the grant of performance rights to the CEO. Most resolutions were carried, indicating strong shareholder support, except for the conditional spill resolution, which was not carried. The results reflect the company’s stable governance and strategic focus, with implications for continued leadership and operational strategies.
The most recent analyst rating on (AU:IEL) stock is a Sell with a A$4.50 price target. To see the full list of analyst forecasts on IDP Education Ltd. stock, see the AU:IEL Stock Forecast page.
IDP Education Ltd. announced the issuance of 9,596 ordinary fully paid securities, effective from October 7, 2025. This move signifies the company’s ongoing efforts to manage its equity and potentially enhance its financial standing, impacting its stakeholders by potentially increasing shareholder value and supporting its strategic growth initiatives.
The most recent analyst rating on (AU:IEL) stock is a Sell with a A$4.50 price target. To see the full list of analyst forecasts on IDP Education Ltd. stock, see the AU:IEL Stock Forecast page.
IDP Education Ltd. has announced that Mitsubishi UFJ Financial Group, Inc. has ceased to be a substantial holder in the company. This change follows a series of transactions where entities controlled by First Sentier Group Limited and Morgan Stanley purchased a significant number of fully paid ordinary shares from Mitsubishi UFJ Financial Group, Inc. This development may impact IDP Education Ltd.’s shareholder structure and could influence future strategic decisions.
The most recent analyst rating on (AU:IEL) stock is a Sell with a A$4.50 price target. To see the full list of analyst forecasts on IDP Education Ltd. stock, see the AU:IEL Stock Forecast page.
IDP Education Ltd. has announced that First Sentier Investors and its associates have ceased to be substantial holders in the company as of October 3, 2025. This change in substantial holding could impact the company’s shareholder structure and influence its market positioning, although the specific implications for stakeholders are not detailed in the announcement.
The most recent analyst rating on (AU:IEL) stock is a Sell with a A$4.50 price target. To see the full list of analyst forecasts on IDP Education Ltd. stock, see the AU:IEL Stock Forecast page.
IDP Education Ltd. announced a change in the director’s interest, with Director Colin Stirling acquiring 4,000 additional ordinary shares through an on-market purchase, bringing his total to 12,423 shares. This acquisition reflects a strategic move by the director, potentially indicating confidence in the company’s future performance and stability, which could positively impact stakeholder perceptions.
The most recent analyst rating on (AU:IEL) stock is a Hold with a A$4.85 price target. To see the full list of analyst forecasts on IDP Education Ltd. stock, see the AU:IEL Stock Forecast page.
IDP Education Ltd. has announced its 2025 Annual General Meeting (AGM), scheduled for October 21, 2025, at 9.30am AEDT. Shareholders and stakeholders can participate in the meeting either online or in person, with options to vote, appoint proxies, and ask questions. The AGM will be held at the Assembly Rooms III – V Events Centre in Docklands, VIC, and aims to engage shareholders in the company’s governance and future planning.
The most recent analyst rating on (AU:IEL) stock is a Hold with a A$4.85 price target. To see the full list of analyst forecasts on IDP Education Ltd. stock, see the AU:IEL Stock Forecast page.
IDP Education Ltd has announced that Citigroup Global Markets Australia Pty Limited and its related corporate bodies have ceased to be substantial holders in the company as of September 16, 2025. This change in substantial holding reflects shifts in the relevant interests of Citigroup’s various entities in IDP Education’s voting securities, which may impact the company’s shareholder structure and market perception.
The most recent analyst rating on (AU:IEL) stock is a Hold with a A$4.85 price target. To see the full list of analyst forecasts on IDP Education Ltd. stock, see the AU:IEL Stock Forecast page.
IDP Education Ltd. announced a change in the director’s interest, with Paul Douglas Rogan acquiring 45,000 ordinary shares through an on-market purchase valued at $253,203.48. This acquisition reflects a strategic move by the director, potentially indicating confidence in the company’s future performance and stability, which could positively impact stakeholders’ perceptions.
The most recent analyst rating on (AU:IEL) stock is a Hold with a A$4.85 price target. To see the full list of analyst forecasts on IDP Education Ltd. stock, see the AU:IEL Stock Forecast page.
IDP Education Limited has announced a change in the director’s interest notice, specifically concerning Michelle Kim Tredenick. The notice details an acquisition of 5,000 ordinary shares by Tredenick, increasing her total holdings to 25,500 shares. This transaction was conducted through an on-market purchase, with a total consideration of $26,772.20. The announcement reflects a strategic move by the director, potentially indicating confidence in the company’s future performance.
The most recent analyst rating on (AU:IEL) stock is a Buy with a A$7.80 price target. To see the full list of analyst forecasts on IDP Education Ltd. stock, see the AU:IEL Stock Forecast page.
IDP Education Ltd. has announced the appointment of Paul Rogan as a director, effective from September 15, 2025. This appointment is part of the company’s ongoing efforts to strengthen its leadership team, although Mr. Rogan currently holds no relevant interests in securities related to the company.
The most recent analyst rating on (AU:IEL) stock is a Buy with a A$7.80 price target. To see the full list of analyst forecasts on IDP Education Ltd. stock, see the AU:IEL Stock Forecast page.
IDP Education Ltd. has appointed Paul Rogan as a Non-Executive Director, effective immediately, as part of its ongoing board renewal program. Rogan, who brings over 25 years of experience in finance, strategy, and digital growth, will replace the retiring Greg West, and his expertise is expected to support IDP’s transformation and international market expansion.
The most recent analyst rating on (AU:IEL) stock is a Buy with a A$7.80 price target. To see the full list of analyst forecasts on IDP Education Ltd. stock, see the AU:IEL Stock Forecast page.
IDP Education Ltd. announced a change in the director’s interest, specifically regarding Tennealle O’Shannessy, who has disposed of 30,394 Performance Rights. This change reflects a lapse of Performance Rights granted under the FY23 Award under the IDIP, impacting the director’s holdings but not involving any cash consideration. The announcement is part of routine disclosures and does not indicate any immediate operational or strategic shifts for the company.
The most recent analyst rating on (AU:IEL) stock is a Hold with a A$6.50 price target. To see the full list of analyst forecasts on IDP Education Ltd. stock, see the AU:IEL Stock Forecast page.
IDP Education Ltd. announced the cessation of 260,532 performance rights, as the conditions for these securities were not met by the specified date. This development may impact the company’s capital structure and could have implications for stakeholders regarding the company’s performance metrics and future financial planning.
The most recent analyst rating on (AU:IEL) stock is a Hold with a A$6.50 price target. To see the full list of analyst forecasts on IDP Education Ltd. stock, see the AU:IEL Stock Forecast page.
IDP Education Ltd. announced the issuance of 10,153 unquoted securities under an employee incentive scheme, effective August 31, 2025. This move is part of the company’s strategy to motivate and retain talent, potentially enhancing its operational capabilities and competitive positioning in the education sector.
The most recent analyst rating on (AU:IEL) stock is a Hold with a A$6.50 price target. To see the full list of analyst forecasts on IDP Education Ltd. stock, see the AU:IEL Stock Forecast page.
Mitsubishi UFJ Financial Group, Inc. has ceased to be a substantial holder in IDP Education Limited as of September 4, 2025. This change is due to the purchase of securities by an entity controlled by Morgan Stanley, affecting a significant number of fully paid ordinary shares. The adjustment in substantial holding may impact IDP Education Limited’s shareholder structure and influence its market dynamics.
The most recent analyst rating on (AU:IEL) stock is a Hold with a A$6.50 price target. To see the full list of analyst forecasts on IDP Education Ltd. stock, see the AU:IEL Stock Forecast page.
IDP Education Ltd. has announced that First Sentier Group Limited and its related entities have ceased to be substantial holders in the company as of September 1, 2025. This change in substantial holding may impact IDP Education’s shareholder structure and could influence future voting outcomes and strategic decisions within the company.
The most recent analyst rating on (AU:IEL) stock is a Hold with a A$6.30 price target. To see the full list of analyst forecasts on IDP Education Ltd. stock, see the AU:IEL Stock Forecast page.
IDP Education Ltd. has announced that The Capital Group Companies, Inc. (CGC) and its related bodies corporate have ceased to be substantial holders of the company as of August 28, 2025. This change in substantial holding follows a series of market transactions by Capital Research and Management Company, a subsidiary of CGC, involving both acquisitions and disposals of IDP Education’s common stock. The cessation of CGC as a substantial holder may impact the company’s shareholder composition and could influence market perceptions of IDP Education’s stock.
The most recent analyst rating on (AU:IEL) stock is a Hold with a A$5.80 price target. To see the full list of analyst forecasts on IDP Education Ltd. stock, see the AU:IEL Stock Forecast page.
IDP Education Ltd. has announced a dividend distribution of AUD 0.05 per share for its ordinary fully paid shares. The dividend relates to the six-month period ending June 30, 2025, with an ex-date of September 10, 2025, and a payment date of September 25, 2025. This announcement reflects the company’s ongoing commitment to delivering value to its shareholders.
The most recent analyst rating on (AU:IEL) stock is a Hold with a A$4.50 price target. To see the full list of analyst forecasts on IDP Education Ltd. stock, see the AU:IEL Stock Forecast page.
IDP Education Ltd. has released its Sustainability Report for the period from July 2024 to June 2025, highlighting its commitment to transparent reporting and sustainability practices. The report outlines the company’s strategic priorities, sustainability performance, and risk management, emphasizing the importance of climate-related disclosures in line with Australian Sustainability Reporting Standards. The report is part of IDP’s corporate reporting suite and reflects the company’s dedication to aligning its operations with sustainability goals, which is crucial for maintaining its market position and fulfilling stakeholder expectations.
The most recent analyst rating on (AU:IEL) stock is a Hold with a A$4.50 price target. To see the full list of analyst forecasts on IDP Education Ltd. stock, see the AU:IEL Stock Forecast page.
IDP Education Ltd. has released its Corporate Governance Statement for the financial year ending June 30, 2025, emphasizing its commitment to robust governance practices. The company has implemented internal controls and risk management processes to ensure integrity and accountability, aligning with the ASX Corporate Governance Council’s recommendations. This framework is designed to promote responsible management and sustainable performance, ultimately aiming to increase shareholder value.
The most recent analyst rating on (AU:IEL) stock is a Hold with a A$4.50 price target. To see the full list of analyst forecasts on IDP Education Ltd. stock, see the AU:IEL Stock Forecast page.
IDP Education Ltd. has released its financial results for the full year 2025, highlighting its performance and strategic positioning. The announcement underscores the company’s ongoing commitment to leveraging its market presence in the education sector, with implications for stakeholders regarding its financial health and operational strategies.
The most recent analyst rating on (AU:IEL) stock is a Hold with a A$4.50 price target. To see the full list of analyst forecasts on IDP Education Ltd. stock, see the AU:IEL Stock Forecast page.
IDP Education Ltd. reported a challenging financial year in 2025, with a 14% revenue decline due to policy restrictions in key markets affecting student and test taker volumes. Despite this, the company is undergoing a multi-year transformation to enhance efficiency and profitability, aiming for significant cost reductions and leveraging technology to drive growth. The transformation is expected to deliver immediate improvements in FY26, with a focus on maintaining quality and trust, and capturing profitable growth in the long term.
The most recent analyst rating on (AU:IEL) stock is a Hold with a A$4.50 price target. To see the full list of analyst forecasts on IDP Education Ltd. stock, see the AU:IEL Stock Forecast page.
IDP Education Ltd. reported a significant decline in its financial performance for the year ended 30 June 2025, with revenue dropping by 15% and net profit falling by 66% compared to the previous year. The company’s net tangible assets per share also decreased, highlighting challenges in maintaining asset value amidst a substantial portion of intangible assets. Despite these setbacks, IDP Education declared dividends for FY25, indicating a commitment to returning value to shareholders.
The most recent analyst rating on (AU:IEL) stock is a Hold with a A$4.50 price target. To see the full list of analyst forecasts on IDP Education Ltd. stock, see the AU:IEL Stock Forecast page.
Mitsubishi UFJ Financial Group, Inc. has ceased to be a substantial holder in IDP Education Limited, as per the notice dated 8 August 2025. The change in substantial holding was due to the purchase of securities by an entity controlled by Morgan Stanley, affecting a significant number of fully paid ordinary shares. This development may impact Mitsubishi UFJ Financial Group’s influence in IDP Education Limited and could have implications for the company’s market dynamics and stakeholder interests.
The most recent analyst rating on (AU:IEL) stock is a Buy with a A$16.00 price target. To see the full list of analyst forecasts on IDP Education Ltd. stock, see the AU:IEL Stock Forecast page.
IDP Education Ltd. has announced that First Sentier Investors (Australia) IM Ltd has ceased to be a substantial holder in the company as of August 5, 2025. This change in substantial holding could impact IDP Education’s shareholder composition and influence its market strategy, as substantial holders often play a significant role in corporate governance and decision-making.
The most recent analyst rating on (AU:IEL) stock is a Buy with a A$16.00 price target. To see the full list of analyst forecasts on IDP Education Ltd. stock, see the AU:IEL Stock Forecast page.