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: 1.93
Index: 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

$1.795

27 Aug
2026

0.005

OPEN

$1.79

0.28%

HIGH

$1.82

3,666,104

LOW

$1.77

TARGET
$2.62 46.0% upside
OTHER COMPANIES IN THE SAME SECTOR
3PL . AKG . CLU . EVO . JAN . NXD . OLL . RCL .
FNARENA'S MARKET CONSENSUS FORECASTS
IEL: 1
Title FY25
Actual		 FY26
Actual		 FY27
Forecast		 FY28
Forecast
EPS (cps) xxx 4.4 19.3 xxx
DPS (cps) xxx 0.0 7.1 xxx
EPS Growth xxx - 72.4% 100.0% xxx
DPS Growth xxx N/A N/A xxx
PE Ratio xxx N/A 9.5 xxx
Dividend Yield xxx N/A 3.9% xxx
Div Pay Ratio(%) xxx N/A 37.0% xxx

Dividend yield today if purchased 3 years ago: 0.00%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 0.00

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: 04/03 - ex-div 3.00c (franking 50%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202120222023202420252026
EPS Basic xxxxxxxxxxxxxxx4.4
DPS All xxxxxxxxxxxxxxx0.0
Sales/Revenue xxxxxxxxxxxxxxx791.4 M
Book Value Per Share xxxxxxxxxxxxxxx143.0
Net Operating Cash Flow xxxxxxxxxxxxxxx135.5 M
Net Profit Margin xxxxxxxxxxxxxxx1.55 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202120222023202420252026
Return on Capital Employed xxxxxxxxxxxxxxx2.64 %
Return on Invested Capital xxxxxxxxxxxxxxx1.52 %
Return on Assets xxxxxxxxxxxxxxx1.07 %
Return on Equity xxxxxxxxxxxxxxx2.64 %
Return on Total Capital xxxxxxxxxxxxxxx13.00 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx107.4 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 202120222023202420252026
Short-Term Debt xxxxxxxxxxxxxxx20 M
Long Term Debt xxxxxxxxxxxxxxx314 M
Total Debt xxxxxxxxxxxxxxx333 M
Goodwill - Gross xxxxxxxxxxxxxxx234 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx135 M
Price To Book Value xxxxxxxxxxxxxxx1.59

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202120222023202420252026
Capex xxxxxxxxxxxxxxx32.3 M
Capex % of Sales xxxxxxxxxxxxxxx4.09 %
Cost of Goods Sold xxxxxxxxxxxxxxx519 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx165 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

0.0

No. Of Recommendations

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

UBS

xx/xx/xxxx

3

xxxxxxxxx xx xxxxxxx xxxx xxx

$xx.xx

xx.xx%

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Morgans

xx/xx/xxxx

3

xxxxxxxxx xx xxxx xxxx xxx

$xx.xx

xx.xx%

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Macquarie

04/08/2026

5

Underperform

$2.15

19.78%

Macquarie reiterates an Underperform rating for IDP Education ahead of the FY26 results, amid continued volume weakness. The company has already guided to FY26 and the focus is now on FY27.

The broker's revised EPS estimates are -16% below consensus because of deteriorating student placement volumes, given poor policy settings in the UK, elevated visa rejection rates in Australia and "poor" sentiment to foreign students in Canada. Target is reduced to $2.15 from $2.30.

FORECAST
Macquarie forecasts a full year FY27 dividend of 13.50 cents and EPS of 19.30 cents.

Morgan Stanley

xx/xx/xxxx

3

xxxxx-xxxxxx

$xx.xx

xx.xx%

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Ord Minnett

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

24/08/2026

3

Downgrade to Neutral from Buy

$2.45

36.49%

IDP Education reported a "weak" FY26 result featuring adjusted EBIT of $122.9m, Jarden comments, which met guidance despite a revenue miss and an overhead beat.

FY27 adjusted EBIT guidance of $95m to $115m landed -9% below consensus at the midpoint.

Although the Australian policy environment has stabilised with caps held steady into 2027 and UK White Paper impacts are known, persistent volume tracking below caps in Canada and deteriorating market sentiment have created ongoing uncertainty, commentary suggests.

Citing a lack of positive catalysts and volume outlook ambiguity, Jarden lowered its recommendation to a Neutral rating from Buy while reducing the target price to $2.45 from $5.00.

FORECAST
Jarden forecasts a full year FY27 dividend of 6.00 cents and EPS of 11.00 cents.
Jarden forecasts a full year FY28 dividend of 7.00 cents and EPS of 13.00 cents.
Access Extra Coverage Research History >

IEL STOCK CHART

FNArena News on IEL

1
In Case You Missed It – BC Extra Upgrades & Downgrades – 28-08-26

Aug 28 2026 - Weekly Reports
2
FNArena Corporate Results Monitor – 24-08-2026

Aug 24 2026 - Australia
3
Australian Broker Call *Extra* Edition – Aug 24, 2026

Aug 24 2026 - Daily Market Reports
4
Rudi’s View: That’s The Way Markets Crumble

Aug 06 2026 - Rudi's View
5
Rudi’s View: Small Cap Favourites, AI & More

Jul 16 2026 - Rudi's View

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