IDP EDUCATION LIMITED (IEL)
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IEL

IEL - IDP EDUCATION LIMITED

FNArena Sector : Education & Tuition
Year End: June
GICS Industry Group : Consumer Services
Debt/EBITDA: 2.42
Index: ASX200 | ASX300 | ALL-ORDS

IDP Education is an international organisation offering student placements in Australia, New Zealand, the UK and North America. It has been listed since 2015 when 50% shareholder Seek sold out. Seek had become a 50% shareholder in 2006.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$2.31

24 Jun
2026

0.020

OPEN

$2.27

0.87%

HIGH

$2.31

4,037,795

LOW

$2.23

TARGET
$3.63 57.1% upside
Franking for last dividend paid out: 50%
OTHER COMPANIES IN THE SAME SECTOR
3PL . AKG . CLU . EVO . JAN . NXD . OLL . RCL .
FNARENA'S MARKET CONSENSUS FORECASTS
IEL: 1
Title FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx 16.0 23.4 xxx
DPS (cps) xxx 14.0 4.3 xxx
EPS Growth xxx - 66.5% 46.3% xxx
DPS Growth xxx - 58.8% - 69.1% xxx
PE Ratio xxx N/A 9.1 xxx
Dividend Yield xxx N/A 2.0% xxx
Div Pay Ratio(%) xxx 87.6% 18.5% xxx

Dividend yield today if purchased 3 years ago: 0.65%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 6.54

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 10/09 - ex-div 5.00c (franking 50%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx16.0
DPS All xxxxxxxxxxxxxxx14.0
Sales/Revenue xxxxxxxxxxxxxxx878.5 M
Book Value Per Share xxxxxxxxxxxxxxx191.6
Net Operating Cash Flow xxxxxxxxxxxxxxx132.7 M
Net Profit Margin xxxxxxxxxxxxxxx5.07 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed xxxxxxxxxxxxxxx8.43 %
Return on Invested Capital xxxxxxxxxxxxxxx4.95 %
Return on Assets xxxxxxxxxxxxxxx3.51 %
Return on Equity xxxxxxxxxxxxxxx8.43 %
Return on Total Capital xxxxxxxxxxxxxxx10.99 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx73.4 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 202020212022202320242025
Short-Term Debt xxxxxxxxxxxxxxx24 M
Long Term Debt xxxxxxxxxxxxxxx370 M
Total Debt xxxxxxxxxxxxxxx395 M
Goodwill - Gross xxxxxxxxxxxxxxx261 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx121 M
Price To Book Value xxxxxxxxxxxxxxx1.92

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx60.9 M
Capex % of Sales xxxxxxxxxxxxxxx6.93 %
Cost of Goods Sold xxxxxxxxxxxxxxx604 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx173 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx4 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.4

No. Of Recommendations

5
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgan Stanley

xx/xx/xxxx

3

xxxxx-xxxxxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Macquarie

22/06/2026

5

Underperform

$2.30

-0.43%

IDP Education updated FY26 guidance for adjusted earnings (EBIT) of around $122m which sits within previous guidance, Macquarie points out, noting the update included higher net cost reductions at $30m versus $25m in the prior update.

Management also indicated further cost reductions for FY27 to "more than offset natural cost inflation". The analyst now assumes another $10m in cost savings in FY27 with potential for total cost savings of around $60m in FY27.

Such an outcome would lower overheads to less than 34% of revenue by FY28.

EPS forecasts are lowered by around -11% for FY28 due to the election cycle but upgraded by 3.1% for FY26 and trimmed by -4.7% for FY27.

Target price slips to $2.30 from $2.35. No change to Underperform rating.

FORECAST
Macquarie forecasts a full year FY26 dividend of 7.30 cents and EPS of 23.60 cents.
Macquarie forecasts a full year FY27 dividend of 14.70 cents and EPS of 21.00 cents.

UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >
EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

1

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Jarden

11/06/2026

1

Buy

$5.20

125.11%

Jarden maintains a Buy Rating for IDP Education to $5.20 following a severe and seemingly unjustified share price derating.

Today's update notes current market valuations price in extreme earnings cuts, ignoring the strong visibility provided by recent revenue recognition accounting changes.

While conservative FY27 volume models assume a -9% reduction across multi-destination markets and a -5% drop in Australian placements, core operations remain resilient against tightening regulatory approval environments.

Jarden counter-argues the expansion of the English language testing network across China presents significant unpriced upside optionality as new regional test centres scale up.

The current entry point is considered highly attractive for long-term investors willing to look past near-term international student policy volatility.

FORECAST
Jarden forecasts a full year FY26 dividend of 15.60 cents and EPS of 25.40 cents.
Jarden forecasts a full year FY27 dividend of 15.70 cents and EPS of 25.60 cents.
Access Extra Coverage Research History >

IEL STOCK CHART

FNArena News on IEL

1
IDP Education Counters Headwinds With Cost Outs

Jun 22 2026 - Small Caps
2
Weekly Ratings, Targets, Forecast Changes – 12-06-26

Jun 15 2026 - Weekly Reports
3
Australian Broker Call *Extra* Edition – Jun 11, 2026

Jun 11 2026 - Daily Market Reports
4
Rudi’s View: Tech Is Back (Ahead Of Tax Loss Selling)

Jun 03 2026 - Rudi's View
5
Weekly Ratings, Targets, Forecast Changes – 29-05-26

Jun 01 2026 - Weekly Reports

Latest Education & Tuition News

1
IDP Education Counters Headwinds With Cost Outs

Jun 22 2026 - Small Caps
2
IDP Education: Surely, It Cannot Get Any Worse?

Jun 06 2025 - Australia
3
Treasure Chest: IDP Education

Oct 09 2024 - Treasure Chest
4
Might FY25 Be The Trough For IDP Education?

Jun 11 2024 - Australia
5
IDP Education Shifts Into Fastlane Acceleration

Aug 31 2023 - Australia
6
Treasure Chest: IDP Education

Jul 10 2023 - Treasure Chest
7
IDP Education Suffers Flesh Wound In Canada

May 30 2023 - Australia
8
Innovation And Structural Growth Driving IDP Education

May 22 2023 - Australia
9
Growth for IDP Education With New Intake

Sep 26 2022 - Australia
10
Treasure Chest: Trend Up For IDP Education

Jul 14 2022 - Treasure Chest