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Ariel Investment Trust - Ariel Appreciation Fund(NASDAQMUTFUND) CAAPX

Market CapN/AMarket 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 (1994)+977%
5 Year+40%
1 Year+23%
1 Month+3%
$46.39
-0.32%
-0.15Today
Ariel Investment Trust - Ariel Appreciation Fund last closing stock price
MetricPriceDate
Last closeUSD 46.392026-08-28
Ariel Investment Trust - Ariel Appreciation Fund stock price return by period
PeriodPrice returnPrice at period startPeriod start date
1 week-0.77%USD 46.752026-08-21
1 month+2.75%USD 45.152026-07-29
3 month+10.22%USD 42.092026-05-29
Year to date+20.24%USD 38.582025-12-31
1 year+23.36%USD 37.612025-08-28
3 year+48.27%USD 31.292023-08-29
5 year+39.86%USD 33.172021-08-27
Since inception+976.65%USD 4.311994-01-03

Ariel Investment Trust - Ariel Appreciation Fund Financials at a Glance

Market Cap

N/AMarket 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)

$5.43M

Net Income (TTM)

$72.65M

EPS (TTM)

$0.00

P/E Ratio

0.00

Dividend

$0.00

Beta (Volatility)

0.00 (Low)

Price

$46.39

Volume

N/A

Open

$46.54

Previous Close

$46.39

Daily Range

$46.39 - $46.39

52-Week Range

$46.39 - $46.39

Estimated Earnings Date

N/A

CAAPX News

No articles available.

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About Ariel Investment Trust - Ariel Appreciation Fund

Ariel Appreciation Fund focuses on investing in mid-capitalization companies that are undervalued yet exhibit strong growth potential. The fund employs a contrarian investment philosophy, emphasizing patience, focus, and independent thinking to identify promising opportunities.

Products and Services
  • Investment in mid-cap companies with growth potential
  • Active management based on contrarian investment strategies
  • Focus on undervalued American firms
Growth Outlook
  • Recent quarterly revenue reached $2,279,085, indicating stability
  • Trailing twelve months (TTM) net income of $27,523,312 reflects strong profitability
  • Dividend yield of 10.55% suggests attractive returns for investors
Financial Highlights
  • TTM P/E ratio of 4.81 indicates potential undervaluation
  • Net profit margin of 13.39% showcases effective cost management
  • Current ratio of 11.65 suggests strong liquidity position
Ariel Appreciation Fund's investment strategy is centered on identifying mid-cap companies that are undervalued but have significant growth potential. The fund's approach is characterized by a contrarian philosophy, which allows it to capitalize on market inefficiencies. Recent financial performance highlights the fund's ability to generate substantial net income and maintain a strong liquidity position, making it an appealing option for investors seeking exposure to mid-cap growth opportunities. The attractive dividend yield further enhances the investment proposition, indicating a commitment to returning value to shareholders.
AI Generated • Aug 13, 2026

Industry

Capital Markets

Headquarters

Chicago, IL 60601, US

CAAPX Financials

Key Financial Metrics (TTM)

Gross Margin

100.00%

Operating Margin

56.87%

Net Income Margin

1338.83%

Return on Equity

28.00%

Return on Capital

1.05%

Return on Assets

24.31%

Earnings Yield

N/A

Dividend Yield

0.00%

Payout Ratio

0.00%

Stock Overview

Market Cap

N/AMarket 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

0

Volume

N/A

Avg. Volume

0

Financials (TTM)

Gross Profit

$5.43M

Operating Income

$3.09M

EBITDA

$43.91M

Operating Cash Flow

$0.00

Capital Expenditure

$0.00

Free Cash Flow

$0.00

Cash & ST Invst.

$31.62M

Total Debt

$0.00

Ariel Investment Trust - Ariel Appreciation Fund Performance Analysis

Ariel Investment Trust - Ariel Appreciation Fund sequential (quarter-over-quarter) revenue growth by fiscal quarter
Fiscal quarterPeriod endQoQ growth
Q12022-11-30-78.7%
Q22023-02-28N/A
Q32023-05-31425.2%
Q42023-08-31N/A
Ariel Investment Trust - Ariel Appreciation Fund sequential (quarter-over-quarter) diluted earnings per share growth by fiscal quarter
Fiscal quarterPeriod endQoQ growth
Q12022-11-30122.7%
Q22023-02-28N/A
Q32023-05-31214.4%
Q42023-08-31N/A

Revenue Growth Rate

Annual and quarterly growth comparison

Currently no data to display.

Earnings Per Share Growth Rate

Annual and quarterly EPS growth comparison

Currently no data to display.

Quarterly Performance

Name
Q4 2023YOY CHG

Revenue

$2.28M

+11.7%

Gross Profit

$2.28M

+11.7%

Gross Margin

100.00%

N/A

Market Cap

N/AMarket 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

N/A

N/A

Employees

N/A

N/A

Net Income

$27.52M

+170.8%

EBITDA

$25.65M

+163.4%

Quarterly Fundamentals

Name
Q4 2023YOY CHG

Total Cash

$31.62M

-15.2%

Total Debt

$0.00

N/A

Accounts Receivable

$3.04M

+120.4%

Inventory

$0.00

N/A

Long Term Debt

$0.00

N/A

Short Term Debt

$0.00

N/A

Return on Assets

24.31%

N/A

Return on Invested Capital

1.04%

N/A

Free Cash Flow

$0.00

N/A

Operating Cash Flow

$0.00

N/A

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Questions About CAAPX

What is the current price of Ariel Investment Trust - Ariel Appreciation Fund?

Ariel Investment Trust - Ariel Appreciation Fund is trading at $46.39 per share.

What is the 52-week range for Ariel Investment Trust - Ariel Appreciation Fund?

Over the past 52 weeks, Ariel Investment Trust - Ariel Appreciation Fund has traded between $46.39 and $46.39.

How much debt does Ariel Investment Trust - Ariel Appreciation Fund have?

Ariel Investment Trust - Ariel Appreciation Fund total debt is unavailable.

How much cash does Ariel Investment Trust - Ariel Appreciation Fund have on hand?

Ariel Investment Trust - Ariel Appreciation Fund does not have cash on hand data available.

What is Ariel Investment Trust - Ariel Appreciation Fund’s dividend yield?

Ariel Investment Trust - Ariel Appreciation Fund does not currently have a dividend yield.

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