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$488.33M
Enterprise ValueAU$485.51M
Total Cash (Recent Filing)AU$39.92M
Total Debt (Recent Filing)AU$3.00M
Price to Earnings (P/E)10.5
Beta0.71
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
Low LeverageA debt-to-equity ratio of 0.054 indicates minimal leverage and low financial risk. This durable capital structure gives management flexibility to invest in distribution, product development or absorb AUM volatility without relying on external debt, supporting long-term stability.
High Return On EquityROE near 50% shows highly efficient use of shareholder capital in generating profits. For an asset manager this suggests strong fee economics and operational leverage that can sustain shareholder returns and fund reinvestment, supporting scalable profitability over time.
Strong Profitability MarginsHigh gross and healthy net margins reflect pricing power and efficient operations in the funds-management model. Durable margins support cash generation from fees, enabling reinvestment in client acquisition, product development and maintaining profitability through market cycles.
Bears Say
Falling Free Cash Flow GrowthA 61.6% decline in free cash flow growth is a material trend risk: it can constrain capex, tech investment, or M&A and reduce buffer for dividends. Even with FCF roughly tracking earnings now, the negative growth trend undermines longer-term financial flexibility if not reversed.
Slower Equity GrowthSlowing growth of shareholders' equity may limit the firm’s capacity to expand balance-sheet-enabled offerings or absorb shocks. For an asset manager, constrained equity growth can hinder scaling initiatives, institutional growth efforts and reduce strategic optionality over several quarters.
Margin Compression RiskA noted decline in gross margin hints at rising costs or fee pressure. For a fee-based manager, persistent margin erosion would reduce free cash flow and reinvestment capacity, forcing either cost cuts or fee adjustments to preserve profitability long term.
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$488.33M.
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 154 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
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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 ―
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
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
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Options Prices
Currently, No data available
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