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AEF Stock Chart & Stats
AU$4.10
AU$0.01(0.19%)
At close: 4:00 PM EST
AU$4.10
AU$0.01(0.19%)
Day’s Range― - ―
52-Week RangeAU$3.81 - AU$7.72
Previous CloseN/A
Volume60.89K
Average Volume (3M)152.18K
Market Cap
AU$542.97M
Enterprise ValueAU$430.53
Total Cash (Recent Filing)AU$50.78M
Total Debt (Recent Filing)AU$1.52M
Price to Earnings (P/E)20.4
Beta1.14
Next Earnings
Feb 24, 2027EPS Estimate
0.13Next Dividend Ex-DateN/A
Dividend Yield3.56%
Share Statistics
EPS (TTM)0.23
Shares Outstanding113,830,080
10 Day Avg. Volume113,253
30 Day Avg. Volume152,183
Financial Highlights & Ratios
PEG Ratio0.66
Price to Book (P/B)9.28
Price to Sales (P/S)3.63
P/FCF Ratio14.49
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)0.24
Revenue Forecast (FY)AU$136.60M
Bulls Say, Bears Say
Bulls Say
Strong Revenue GrowthAEF has more than doubled revenue over the reported period while maintaining high gross margins. Continued scale in ethically screened superannuation and managed funds can support recurring fee income and strengthen operating leverage.
Conservative Balance SheetVery low leverage limits financial risk and preserves flexibility for product investment, distribution expansion, and resilience during market or flow downturns. Growing equity and strong returns also indicate profitability is not dependent on borrowing.
Strong Cash ConversionAEF consistently converts reported earnings into cash, supporting reinvestment, dividends, and balance-sheet strength. Rising operating and free cash flow suggests the asset-light fee model can generate durable cash as managed assets and client relationships expand.
Bears Say
Earnings VolatilityUneven profitability reduces confidence that recent earnings growth will persist at the same pace. Variability may reflect market-linked asset values, flows, or operating factors, making future margins and earnings less predictable despite strong 2026 results.
FUM-Linked Revenue ExposureAEF’s fee-based model provides recurring revenue but remains structurally exposed to client outflows and investment-market declines. Lower managed balances can compress fees without a proportional reduction in operating costs, pressuring revenue and margins.
Lumpy Cash Flow MomentumStrong cumulative cash generation is offset by uneven year-to-year momentum, which can complicate planning and make distributions or investment levels less predictable. This variability warrants monitoring as AEF grows its asset and equity base.
Australian Ethical Investment Ltd News
AEF FAQ
What was Australian Ethical Investment Ltd’s price range in the past 12 months?
Australian Ethical Investment Ltd lowest share price was AU$3.81 and its highest was AU$7.72 in the past 12 months.
What is Australian Ethical Investment Ltd’s market cap?
Australian Ethical Investment Ltd’s market cap is AU$542.97M.
When is Australian Ethical Investment Ltd’s upcoming earnings report date?
Australian Ethical Investment Ltd’s upcoming earnings report date is Feb 24, 2027 which is in 179 days.
How were Australian Ethical Investment Ltd’s earnings last quarter?
Australian Ethical Investment Ltd released its earnings results on Aug 24, 2026. The company reported AU$0.112 earnings per share for the quarter, beating the consensus estimate of AU$0.1 by AU$0.012.
Is Australian Ethical Investment Ltd overvalued?
According to Wall Street analysts Australian Ethical Investment Ltd’s price is currently Overvalued.
Does Australian Ethical Investment Ltd pay dividends?
Australian Ethical Investment Ltd pays a Semiannually dividend of AU$0.08 which represents an annual dividend yield of 3.56%. See more information on Australian Ethical Investment Ltd dividends here
What is Australian Ethical Investment Ltd’s EPS estimate?
Australian Ethical Investment Ltd’s EPS estimate is 0.13.
How many shares outstanding does Australian Ethical Investment Ltd have?
Australian Ethical Investment Ltd has 113,830,080 shares outstanding.
What happened to Australian Ethical Investment Ltd’s price movement after its last earnings report?
Australian Ethical Investment Ltd reported an EPS of AU$0.112 in its last earnings report, beating expectations of AU$0.1. Following the earnings report the stock price went up 14.765%.
Which hedge fund is a major shareholder of Australian Ethical Investment Ltd?
Currently, no hedge funds are holding shares in AU:AEF
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Australian Ethical Investment Ltd Stock Smart Score
Outperform
1
2
3
4
5
6
7
8
9
10
Technicals
SMA
Positive
20 days / 200 days
Momentum
58.36%
12-Months-Change
Fundamentals
Return on Equity
3.56%
Trailing 12-Months
Asset Growth
24.23%
Trailing 12-Months
Company Description
Australian Ethical Investment Ltd
Australian Ethical Investment Ltd. operates as a publicly listed asset management firm. It develops and manages various mutual funds for its clientele, spanning equity, fixed income, and balanced investment strategies. The company deploys capital into public stock and bond markets worldwide, specifically targeting sectors like education, sustainable energy, power infrastructure, government services, health and wellness, food production, telecommunications, transportation, recycling and waste solutions, eco-friendly products, information technology, software and professional services, media, real estate, leisure, and financial offerings. Its portfolios are meticulously constructed using a fundamental analysis approach. The firm was established in 1986 and is headquartered in Sydney, Australia.
Technical Analysis
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