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Australian Ethical Investment(ASX) AEF

Market CapA$479.22MMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.
Since IPO (2002)+7,374%
5 Year-53%
1 Year-38%
1 Month-4%
A$4.21
+0.00%
+0.00Today
Australian Ethical Investment last closing stock price
MetricPriceDate
Last closeAUD 4.212026-09-04
Australian Ethical Investment stock price return by period
PeriodPrice returnPrice at period startPeriod start date
1 week-8.18%AUD 4.592026-08-28
1 month-3.88%AUD 4.382026-08-05
3 month+4.78%AUD 4.022026-06-05
Year to date-13.28%AUD 4.852025-12-31
1 year-38.49%AUD 6.842025-09-04
3 year+0.66%AUD 4.182023-09-05
5 year-52.6%AUD 8.882021-09-03
Since inception+7,374.39%AUD 0.062002-12-17

Australian Ethical Investment Financials at a Glance

Market Cap

A$479.22MMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.

Revenue (TTM)

A$248.93M

Net Income (TTM)

A$46.01M

EPS (TTM)

A$0.23

P/E Ratio

18.42

Dividend

A$0.18

Beta (Volatility)

0.03 (Low)

Price

A$4.21

Volume

150,213

Open

A$4.25

Previous Close

A$4.21

Daily Range

A$4.12 - A$4.26

52-Week Range

A$3.81 - A$7.71

Estimated Earnings Date

Feb 24, 2027

AEF News

No articles available.

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About Australian Ethical Investment

Australian Ethical Investment Ltd. is a publicly listed asset management firm based in Sydney, Australia. Established in 1986, the company focuses on developing and managing mutual funds that prioritize ethical and sustainable investment strategies across various sectors.

Products and Services
  • Management of mutual funds with ethical investment strategies
  • Investment in sectors like sustainable energy and health
  • Fundamental analysis approach for portfolio construction
Growth Outlook
  • Revenue increased to AUD 65.8 million in the latest quarter
  • Net income rose to AUD 13.4 million, reflecting strong operational performance
  • Consistent growth in assets under management supports future expansion
Financial Highlights
  • Trailing twelve months (TTM) revenue of AUD 239.5 million
  • Net profit margin of 19.0% indicates effective cost management
  • Dividend yield of 3.78% offers attractive returns to shareholders
AI Generated • Aug 21, 2026

Industry

Capital Markets

CEO

John McMurdo, MBA

Headquarters

Sydney, NSW NSW 2000, AU

AEF Financials

Key Financial Metrics (TTM)

Gross Margin

80.41%

Operating Margin

30.20%

Net Income Margin

19.93%

Return on Equity

53.29%

Return on Capital

75.08%

Return on Assets

32.34%

Earnings Yield

5.43%

Dividend Yield

4.28%

Payout Ratio

74.82%

Stock Overview

Market Cap

A$479.22MMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.

Shares Outstanding

113.83M

Volume

150.21K

Avg. Volume

130.53K

Financials (TTM)

Gross Profit

A$184.29M

Operating Income

A$102.84M

EBITDA

A$77.44M

Operating Cash Flow

A$59.53M

Capital Expenditure

-A$492.00K

Free Cash Flow

A$59.04M

Cash & ST Invst.

A$50.78M

Total Debt

A$1.52M

Australian Ethical Investment Performance Analysis

Australian Ethical Investment annual revenue and year-over-year revenue growth by fiscal year
Fiscal yearPeriod endRevenueYoY growth
20232023-06-30AUD 81,096,00014.6%
20242024-06-30AUD 100,491,00023.9%
20252025-06-30AUD 119,384,00018.8%
20262026-06-30AUD 129,546,0008.5%
Australian Ethical Investment sequential (quarter-over-quarter) revenue growth by fiscal quarter
Fiscal quarterPeriod endQoQ growth
Q22024-12-3113.1%
Q42025-06-303.0%
Q22025-12-318.7%
Q42026-06-30-3.2%
Australian Ethical Investment annual diluted earnings per share and year-over-year EPS growth by fiscal year
Fiscal yearPeriod endDiluted EPSYoY growth
20232023-06-30AUD 0.06-31.1%
20242024-06-30AUD 0.1075.2%
20252025-06-30AUD 0.1873.4%
20262026-06-30AUD 0.2327.1%
Australian Ethical Investment sequential (quarter-over-quarter) diluted earnings per share growth by fiscal quarter
Fiscal quarterPeriod endQoQ growth
Q22024-12-3184.0%
Q42025-06-309.2%
Q22025-12-3129.3%
Q42026-06-30-8.3%

Revenue Growth Rate

Annual and quarterly growth comparison

Earnings Per Share Growth Rate

Annual and quarterly EPS growth comparison

Quarterly Performance

Name
Q4 2026YOY CHG

Revenue

A$63.72M

+22.5%

Gross Profit

A$51.41M

+20.0%

Gross Margin

80.68%

N/A

Market Cap

A$479.22MMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.

N/A

Market Cap/Employee

A$3.24M

N/A

Employees

148

N/A

Net Income

A$12.37M

+137.2%

EBITDA

A$18.65M

+15.3%

Quarterly Fundamentals

Name
Q4 2026YOY CHG

Total Cash

A$50.78M

+39.5%

Total Debt

A$1.52M

-45.2%

Accounts Receivable

A$12.95M

+255.1%

Inventory

A$0.00

N/A

Long Term Debt

A$800.00K

-63.3%

Short Term Debt

A$719.00K

+21.9%

Return on Assets

32.34%

N/A

Return on Invested Capital

49.46%

N/A

Free Cash Flow

A$18.79M

+23.6%

Operating Cash Flow

A$18.89M

+22.7%

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Questions About AEF

What is the current price of Australian Ethical Investment?

Australian Ethical Investment is trading at A$4.21 per share.

What is the 52-week range for Australian Ethical Investment?

Over the past 52 weeks, Australian Ethical Investment has traded between A$3.81 and A$7.71.

How much debt does Australian Ethical Investment have?

As of the most recent reporting period, Australian Ethical Investment reported total debt of A$1.52M.

How much cash does Australian Ethical Investment have on hand?

Australian Ethical Investment reported A$12.78M in cash and cash equivalents in its most recent financial results.

What is Australian Ethical Investment’s dividend yield?

Australian Ethical Investment currently has a dividend yield of 4.28%.

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