Australian Ethical Investment Ltd (AU:AEF)
ASX:AEF
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$4.00 - AU$8.31
Previous CloseN/A
Volume60.89K
Average Volume (3M)152.18K
Market Cap
AU$544.11M
Enterprise ValueAU$569.75M
Total Cash (Recent Filing)AU$39.92M
Total Debt (Recent Filing)AU$3.00M
Price to Earnings (P/E)10.5
Beta0.75
Next Earnings
Aug 27, 2026EPS EstimateN/A
Next Dividend Ex-DateN/A
Dividend Yield2.7%
Share Statistics
EPS (TTM)0.13
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 Target
AU$7.50Price Target Upside52.13% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering1
EPS Forecast (FY)0.23
Revenue Forecast (FY)AU$128.48M
Bulls Say, Bears Say
Bulls Say
Revenue Growth & MarginsSustained revenue growth and high profitability margins indicate durable fee income and operational efficiency typical of established asset managers. Strong gross and net margins support cash generation, reinvestment in distribution, and resilience to market volatility over the next 2–6 months.
Low Leverage & High ROEMinimal financial leverage and a very high return on equity signal low financial risk and efficient capital use. This balance sheet strength gives management flexibility to fund growth, absorb shocks, and prioritize strategic investments without heavy debt servicing burdens.
Ethical Funds Business ModelA focused ethical-investing franchise provides structural differentiation and sticky client relationships. Fee-based revenues tied to AUM and superannuation create recurring income, while an ESG/ethical niche supports durable demand and product differentiation in the Australian wealth market.
Bears Say
Declining Free Cash Flow GrowthA sharp 61.6% decline in free cash flow growth constrains the company’s ability to invest, fund new product initiatives, or increase distributions without altering capital allocation. Even with solid FCF ratios, the negative trend could limit strategic flexibility if not reversed.
Reduced Equity GrowthSlowing growth in shareholders' equity may signal weaker retained-earnings accumulation or capital generation, restricting balance sheet capacity to scale operations or pursue M&A. Over the medium term this can impair the firm’s ability to expand product distribution and AUM.
Slight Margin Compression RiskEven modest declines in gross margin point to rising costs or fee pressure in an increasingly competitive asset management industry. If this trend continues, it will reduce operating leverage and cash available for reinvestment, increasing pressure on long-term profitability.
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$4.00 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$544.11M.
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 140 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 Undervalued.
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
Neutral
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Moderate Buy
Average Price Target:
AU$7.50 (52.13% Upside)
AU$7.50 (52.13% Upside)
Blogger Sentiment
Bullish
AU:AEF Sentiment 100%
Sector Average ―
Sector Average ―
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.
AEF Stock 12 Month Forecast
Average Price Target
AU$7.50
▲(52.13% Upside)
Technical Analysis
―
VGI Partners Ltd.
―
MA Financial Group Limited
―
Fiducian Group Ltd
―
EQT Holdings Ltd.
―
Options Prices
Currently, No data available
---