Australian Ethical Investment Ltd (AU:AEF)
ASX:AEF
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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$8.31
Previous CloseN/A
Volume60.89K
Average Volume (3M)152.18K
Market Cap
AU$468.98M
Enterprise ValueAU$444.54M
Total Cash (Recent Filing)AU$39.92M
Total Debt (Recent Filing)AU$3.00M
Price to Earnings (P/E)19.2
Beta1.00
Next Earnings
Aug 25, 2026EPS Estimate
0.1Next 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 ModelAEF’s core revenue is recurring management and superannuation fees tied to assets under management. That fee-based model creates predictable, scalable income and operating leverage from a largely fixed-cost platform, supporting stable cashflows and margin expansion over time.
Strong Top-line And Earnings GrowthSustained revenue growth and outsized EPS growth reflect expanding client adoption and operational leverage. Consistent top-line and earnings expansion improve reinvestment capacity and support long-term profitability, indicating durable demand for AEF’s products.
High Margins And Operational EfficiencyRobust gross and operating margins demonstrate pricing power and efficient cost structure in investment management. Strong margins provide buffer against market cycles, fund growth costs and support reinvestment or shareholder returns while underpinning sustainable cash generation.
Bears Say
Declining Free Cash Flow GrowthA sharp drop in free cash flow growth limits financial flexibility for new product development, marketing to attract FUM, capital allocation and dividends. Even with strong operating cash ratios, sustained FCF weakness could constrain strategic investments and balance sheet resilience.
Revenue Tied To FUM And Market LevelsAEF’s revenue sensitivity to assets under management exposes earnings to market volatility and client flows. In downturns or during outflows, recurring fees can decline materially, making growth and margin maintenance dependent on consistent inflows and relative investment performance.
Slower Equity Growth Limits Expansion CapacityReduced shareholder equity growth can limit capacity to fund organic expansion or absorb losses without external capital. Over time this may constrain product development, distribution expansion and balance sheet flexibility, especially if FCF remains weak or markets tighten.
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$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$468.98M.
When is Australian Ethical Investment Ltd’s upcoming earnings report date?
Australian Ethical Investment Ltd’s upcoming earnings report date is Aug 25, 2026 which is in 82 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 is 0.1.
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
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10
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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