Why is the IAG share price falling on Thursday?

The general insurance giant is among the biggest fallers of the ASX 200 today. Here's why.

| More on:
A young man stands facing the camera and scratching his head with the other hand held upwards wondering if he should buy Whitehaven Coal shares

Image source: Getty Images

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Learn More

The Insurance Australia Group Ltd (ASX: IAG) share price dropped 3.52% to an intraday low of $8.78 on Thursday.

IAG stock has since regained some minor ground but is still one of the five biggest fallers of the S&P/ASX 200 Index (ASX: XJO) today.

At the time of writing, the IAG share price is $8.82, down 3.13%.

Meanwhile, the ASX 200 has cracked another record high and surpassed 9,000 points for the first time ever.

The ASX 200 lifted 1.07% to hit a new peak of 9,013.3 points in earlier trading.

So, what's going on with IAG shares?

Why is the IAG share price among the market's weakest today?

It's ex-dividend day. Simple as that.

It's typical for a company's share price to fall on ex-dividend day because the stock is no longer trading with the next dividend attached.

That means it's inherently less valuable.

As the August earnings season continues, IAG is among several ASX shares going ex-dividend this week.

IAG shares will pay a final dividend of 19 cents per share with 40% franking on 18 September.

This is 11.8% higher than the FY24 final dividend.

The full-year FY25 dividend totalled 31 cents per share, up 14.8% from FY24.

The ex-dividend day presents a handy opportunity for investors who want to buy an ASX stock.

The almost inevitable share price drop on ex-dividend day allows investors to pick up their targeted stock at a lower price.

Based on today's IAG share price, the 12-month trailing dividend is currently 3.5%.

That's only a tad higher than the average dividend yield that the ASX 200 is delivering these days.

The ASX 200 has a long history of producing a 4% to 4.5% annual dividend yield — among the highest in the world.

But as we've reported, this has changed.

Betashares says the trailing cash dividend yield of the ASX 200 is now tracking at 3.34% per year.

This is largely because the ASX 200 mining and bank shares are paying lower dividend yields than usual at the moment.

Check out our recent story on the forecast dividends from the major ASX 200 banks and mining shares for 2026.

A recap on IAG's FY25 results

In its full-year FY25 results, IAG reported a 51.3% year-over-year rise in net profit after tax (NPAT) to $1.36 billion.

The company's insurance profit was $1.74 billion, up 21.2% on FY24.

The gross written premium (GWP) lifted 4.3% year over year to $17.11 billion. The net earned premium rose 8% to $9.98 billion.

IAG provided FY26 guidance of "low-to-mid single digit" GWP growth.

The insurer forecasts a reported insurance profit of between $1.45 billion and $1.65 billion next year.

That would equate to a reported insurance margin of 14% to 16%.

IAG said its forecasts do not include the impact of its pending purchases of RACQ Insurance (RACQI) and RAC Insurance (RACI).

IAG expects the RACQI acquisition to be completed on 1 September.

Motley Fool contributor Bronwyn Allen has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

More on Financial Shares

Two people lazing in deck chairs on a beautiful sandy beach throw their hands up in the air.
Dividend Investing

Suncorp shares tread water as investors digest 2026 dividend timeline

Here’s what income investors need to know.

Read more »

A woman wearing a lifebuoy ring reaches up for help as an arm comes down to rescue her.
Investing Strategies

Investing in a higher-for-longer world and the ASX sector built to cope

Boring, resilient, and quietly powerful.

Read more »

Businesswoman holds hand out to shake.
Financial Shares

Fintech Humm Group is fielding a takeover offer at a 16% premium

Humm Group shares have jumped on the news.

Read more »

A couple calculate their budget and finances at home using laptop and calculator.
Financial Shares

Here's the earnings forecast out to 2030 for Macquarie shares

Macquarie could become one of the most profitable businesses on the ASX.

Read more »

Green stock market graph with a rising arrow symbolising a rising share price.
Broker Notes

Up 813% in 5 years, why Macquarie expects this surging ASX 200 stock to keep outperforming in 2026

Macquarie forecasts more outperformance from this surging ASX 200 stock. Let’s see why.

Read more »

A young man talks tech on his phone while looking at a laptop. A financial graph is superimposed across the image.
Financial Shares

MFF Capital just announced a major leadership change. Here's what it means for investors

MFF Capital has unveiled a major leadership change, and investors are watching closely to see what it means for the…

Read more »

ASX board.
Financial Shares

ASX Ltd shares drop 6% on $150m capital charge

The stock is now down 18% year to date, reflecting governance concerns and mounting transformation costs.

Read more »

Man holding Australian dollar notes, symbolising dividends.
Financial Shares

An 8.7% special dividend sounds great, but there's a catch!

This company reckons it can both pay out a special dividend and conserve cash using a "unique" strategy.

Read more »