Australian Ethical Investment Ltd (AU:AEF)
ASX:AEF
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AEF Stock Chart & Stats
AU$4.93
AU$0.01(0.19%)
At close: 4:00 PM EST
AU$4.93
AU$0.01(0.19%)
Day’s Range― - ―
52-Week RangeAU$3.89 - AU$8.31
Previous CloseN/A
Volume60.89K
Average Volume (3M)152.18K
Market Cap
AU$489.47M
Enterprise ValueAU$478.68M
Total Cash (Recent Filing)AU$39.92M
Total Debt (Recent Filing)AU$3.00M
Price to Earnings (P/E)10.5
Beta0.97
Next Earnings
Aug 27, 2026EPS EstimateN/A
Next Dividend Ex-DateN/A
Dividend Yield2.7%
Share Statistics
EPS (TTM)0.21
Shares Outstanding113,830,080
10 Day Avg. Volume113,253
30 Day Avg. Volume152,183
Financial Highlights & Ratios
PEG Ratio0.45
Price to Book (P/B)17.98
Price to Sales (P/S)6.09
P/FCF Ratio27.34
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)0.23
Revenue Forecast (FY)AU$126.66M
Bulls Say, Bears Say
Bulls Say
Recurring Fee-based Business ModelA fee-for-assets business creates recurring, predictable revenue tied to long-term retirement and savings flows. With ethical/sustainable positioning, the model benefits from scale and operating leverage as fixed platform costs spread over higher FUM, supporting durable margin expansion and cash generation over several years.
Strong Profitability MarginsHigh gross and operating margins indicate pricing power and efficient investment/administration operations, allowing the firm to absorb cost pressures and sustain reinvestment in distribution and product development. Durable margins support long-term cash flow and reinvestment capacity for growth.
Conservative Balance Sheet And High ROEMinimal leverage and a high ROE provide financial flexibility and resilience to market stress, lowering bankruptcy risk and enabling opportunistic investments or shareholder returns. A strong capital structure supports longer-term strategic moves without heavy refinancing needs.
Bears Say
Declining Free Cash Flow GrowthA material slowdown in free cash flow growth constrains the firm’s ability to fund new product development, distribution expansion, or higher shareholder returns without altering capital policy. Even with good conversion ratios, the negative FCF trend reduces optionality for reinvestment over the medium term.
Revenue Sensitivity To FUM And Market CyclesReliance on fees tied to assets under management exposes revenue and fee income to market volatility and client flows. Structural downturns, prolonged outflows or underperformance in core strategies can materially compress revenue and earnings, making growth dependent on retention and steady inflows.
Slowing Equity Growth And Slight Margin DeclineA falling gross margin alongside weaker stockholders’ equity growth signals emerging cost pressures or reduced retained earnings. Over time this can limit capacity to scale operations, fund new mandates, or support balance-sheet-backed initiatives without altering returns or capital policies.
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$3.89 and its highest was AU$8.31 in the past 12 months.
What is Australian Ethical Investment Ltd’s market cap?
Australian Ethical Investment Ltd’s market cap is AU$489.47M.
When is Australian Ethical Investment Ltd’s upcoming earnings report date?
Australian Ethical Investment Ltd’s upcoming earnings report date is Aug 27, 2026 which is in 111 days.
How were Australian Ethical Investment Ltd’s earnings last quarter?
Australian Ethical Investment Ltd released its earnings results on Feb 25, 2026. The company reported AU$0.125 earnings per share for the quarter, beating the consensus estimate of AU$0.111 by AU$0.014.
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$0.09 which represents an annual dividend yield of 2.7%. 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 for its next earnings report is not yet available.
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$0.125 in its last earnings report, beating expectations of AU$0.111. Following the earnings report the stock price went up 13.726%.
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
Underperform
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Blogger Sentiment
Bullish
AU:AEF Sentiment 100%
Sector Average ―
Sector Average ―
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
58.36%
12-Months-Change
Fundamentals
Return on Equity
55.44%
Trailing 12-Months
Asset Growth
18.90%
Trailing 12-Months
Company Description
Australian Ethical Investment Ltd
Australian Ethical Investment Ltd. is a publicly owned investment manager. The firm launches and manages equity, fixed income, and balanced mutual funds for its clients. It invests in the public equity and fixed income markets across the globe. The firm invests in education, energy, electricity transmission & distribution, government, health & wellbeing, food production, telecommunications, transport, recycling and waste management, sustainable products & materials, Information technology, software and professional services, media, property, recreation financial services. The firm employs fundamental analysis to create its portfolios. Australian Ethical Investment Ltd. was founded in 1986 and is based in Sydney, Australia.
Technical Analysis
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Options Prices
Currently, No data available
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