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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$488.33M
Enterprise ValueAU$479.82M
Total Cash (Recent Filing)AU$39.92M
Total Debt (Recent Filing)AU$3.00M
Price to Earnings (P/E)20.5
Beta1.04
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 Ratio0.44
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)0.24
Revenue Forecast (FY)AU$136.60M
Bulls Say, Bears Say
Bulls Say
Recurring Fee-based Revenue ModelAEF's business centers on recurring management and superannuation fees tied to FUM, creating persistent revenue streams. Over a multi-month horizon, this supports predictable cash flows and operating leverage as fixed platform costs scale, reinforcing durable earnings power if client retention and inflows stabilize.
Low Leverage And Strong ROEThe very low leverage and near-50% ROE indicate conservative capital structure and efficient deployment of equity over time. This combination supports resilience through market cycles, reduces bankruptcy risk, and gives management flexibility to reinvest or return capital without jeopardizing balance sheet stability.
High Margins With Revenue GrowthSustained revenue growth alongside strong gross and operating margins demonstrates durable profitability of AEF's fee-based model. Robust margins provide buffer against cost inflation, enable reinvestment in distribution and product capabilities, and support long-term free cash flow generation if growth trends persist.
Bears Say
Declining Free Cash Flow GrowthA large drop in free cash flow growth materially reduces financial flexibility for investments, buybacks or dividends. If this trend continues over months, it can constrain capital allocation, limit the firm's ability to scale technology or distribution, and increase sensitivity to earnings volatility.
Slowing Stockholders' Equity GrowthSlower equity growth can limit the firm's capacity to fund organic expansion or new product initiatives without altering payout or capital structure. Over a multi-month horizon, this may hamper scaling, reduce buffer for adverse shocks, and pressure strategic options if capital formation does not recover.
Revenue Sensitivity To FUM VolatilityAEF's fee income is structurally linked to FUM, exposing recurring revenues to market swings and client flows. Persistently weak markets or net outflows would reduce fee income and operating leverage, pressuring margins and cash generation over several months if retention or inflows do not offset market declines.
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$488.33M.
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 52 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$0.08 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
1
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3
4
5
6
7
8
9
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. 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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Options Prices
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