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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$7.50
Previous CloseN/A
Volume60.89K
Average Volume (3M)132.15K
Market Cap
AU$475.81M
Enterprise ValueAU$430.53M
Total Cash (Recent Filing)AU$50.78M
Total Debt (Recent Filing)AU$1.52M
Price to Earnings (P/E)18.3
Beta1.12
Next Earnings
Feb 24, 2027EPS Estimate
0.13Next Dividend Ex-DateN/A
Dividend Yield4.37%
Share Statistics
EPS (TTM)0.23
Shares Outstanding113,830,080
10 Day Avg. Volume124,471
30 Day Avg. Volume132,150
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
Revenue And Margin GrowthStrong multi-year revenue expansion, combined with consistently high gross profitability, indicates that AEF has scaled its investment and superannuation platform while retaining meaningful economics. This supports reinvestment, resilience, and durable earnings capacity over the next several quarters.
Conservative Balance SheetVery low and declining leverage gives AEF substantial financial flexibility and reduces exposure to interest costs or refinancing pressure. Material equity growth alongside strong returns suggests the business has expanded its capital base without relying heavily on debt to generate profitability.
Strong Cash ConversionFree cash flow closely tracking net income across the reported period demonstrates that accounting earnings are translating into usable cash. This strengthens AEF’s ability to fund operations, support distributions, and pursue growth without depending on external financing.
Bears Say
Cash Flow VolatilityAlthough cumulative cash generation is strong, uneven year-to-year momentum makes near-term operating cash flows less predictable. That variability can complicate budgeting and capital allocation, and it means recent cash strength should not automatically be extrapolated at the same pace.
Earnings VolatilityPast fluctuations in net income and operating earnings indicate that AEF’s profitability has not progressed in a consistently smooth pattern. This creates uncertainty around the durability of recent margin improvement and raises the risk that earnings may moderate during weaker periods.
FUM-Linked Revenue ExposureAEF’s core fee model ties revenue to client asset balances, so weaker investment markets or sustained withdrawals could reduce fees even if the underlying platform remains intact. This creates structural sensitivity to FUM trends and makes revenue growth partly dependent on asset retention and values.
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$7.50 in the past 12 months.
What is Australian Ethical Investment Ltd’s market cap?
Australian Ethical Investment Ltd’s market cap is AU$475.81M.
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 126 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$0.1 which represents an annual dividend yield of 4.37%. 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 14.76%.
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
Neutral
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Fundamentals
Return on Equity
53.29%
Trailing 12-Months
Asset Growth
24.23%
Trailing 12-Months
Learn more about TipRanks Smart Score
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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