IDP EDUCATION LIMITED (IEL)
Share Price Analysis and Chart

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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

$4.10

13 Mar
2026

0.010

OPEN

$4.19

0.24%

HIGH

$4.19

1,661,638

LOW

$4.05

TARGET
$6.333 54.5% 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 23.9 xxx
DPS (cps) xxx 14.0 5.3 xxx
EPS Growth xxx - 66.5% 49.5% xxx
DPS Growth xxx - 58.8% - 61.9% xxx
PE Ratio xxx N/A 16.9 xxx
Dividend Yield xxx N/A 1.3% xxx
Div Pay Ratio(%) xxx 87.6% 22.3% xxx

Dividend yield today if purchased 3 years ago: 0.52%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 3.47

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

0.3

No. Of Recommendations

3
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Morgan Stanley

xx/xx/xxxx

3

xxxxx-xxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
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Macquarie

27/02/2026

3

Neutral

$5.45

32.93%

IDP Education delivered a significant 1H26 EPS beat --up around 50% on Macquarie and consensus-- driven by robust price increases, stronger Australian student placement volumes and higher gross margins, although multi-destination volumes disappointed.

FY26 adjusted EBIT guidance has been lifted modestly to $120m to $130m from $115m to $125m, with market volume assumptions unchanged at -20% to -30%, reflecting ongoing policy and visa headwinds across key markets.

The analyst remains cautious on rising Australian visa rejection rates, UK immigration policy tightening and weak Canadian student sentiment, despite upside potential from the UK HOELTS tender and the IELTS China launch.

Adjusted EPS forecasts are increased by 4%, 11% and 3% across FY26 to FY28, reflecting stronger margins and cost control, partly offset by weaker volume growth.

Neutral retained and target price cut to $5.45 from $6.00.

FORECAST
Macquarie forecasts a full year FY26 dividend of 9.00 cents and EPS of 24.00 cents.
Macquarie forecasts a full year FY27 dividend of 16.20 cents and EPS of 32.30 cents.

UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial
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

09/03/2026

2

Overweight

$6.00

46.34%

After consistent earnings downgrades over the past couple of years, it is a welcome sight to see IDP Education's FY26 guidance upgraded 4% at the midpoint, Jarden comments.

However, guidance implies a -25% downgrade to previous 2H26 earnings assumptions.

Jarden remains cautious on the wider volumes recovery, with momentum in the UK and Canada worse than anticipated.

The broker does expect volumes to recover in the long term, with further upside possible if the company is able to execute in China, New Zealand and Ireland.

Target falls to $6.00 from $6.40, Overweight retained.

FORECAST
Jarden forecasts a full year FY26 dividend of 4.50 cents and EPS of 25.40 cents.
Jarden forecasts a full year FY27 dividend of 5.30 cents and EPS of 29.50 cents.
Access Extra Coverage Research History >

IEL STOCK CHART

FNArena News on IEL

1
February 2026 Results – The Wrap

Mar 13 2026 - Feature Stories
2
In Case You Missed It – BC Extra Upgrades & Downgrades – 13-03-26

Mar 13 2026 - Weekly Reports
3
Rudi’s View: TACO Time?

Mar 11 2026 - Rudi's View
4
Australian Broker Call *Extra* Edition – Mar 09, 2026

Mar 09 2026 - Daily Market Reports
5
Rudi’s View: A Season Of Large Cap Winners

Mar 04 2026 - Rudi's View

Latest Education & Tuition News

1
IDP Education: Surely, It Cannot Get Any Worse?

Jun 06 2025 - Australia
2
Treasure Chest: IDP Education

Oct 09 2024 - Treasure Chest
3
Might FY25 Be The Trough For IDP Education?

Jun 11 2024 - Australia
4
IDP Education Shifts Into Fastlane Acceleration

Aug 31 2023 - Australia
5
Treasure Chest: IDP Education

Jul 10 2023 - Treasure Chest
6
IDP Education Suffers Flesh Wound In Canada

May 30 2023 - Australia
7
Innovation And Structural Growth Driving IDP Education

May 22 2023 - Australia
8
Growth for IDP Education With New Intake

Sep 26 2022 - Australia
9
Treasure Chest: Trend Up For IDP Education

Jul 14 2022 - Treasure Chest
10
Treasure Chest: Janison Education Looks Poised

Jul 13 2022 - Treasure Chest