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Australian Ethical Investment Ltd. (AEF.AX)
Sydney, NSW, AU
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.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.52% | +0.25% | -0.50% | -22.88% | -29.77% | -20.59% | -32.03% | +43.21% | -52.60% | +406.31% | +2,406.25% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 1 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
Revenue growth Asset Management: +17.4%+18.8% ★ Q4'25: +35.7% (vs Q4'23)
-
EPS growth Asset Management: +22.7%+80.0% ★ Q4'25: +113.5% (vs Q4'23)
-
FCF margin FCF growth · Asset Management: +27.7%+18.2% Q4'25: +20.7% (vs Q4'23)
-
EBIT margin Asset Management: +50.6%+31.5% Q4'25: +29.2% (vs Q4'23)
-
ROIC Asset Management: +6.5%+697.2% ★ Q4'25: +578.5% (vs Q4'23)
-
Share dilution Asset Management: +0.0%+1.1% Q4'25: +1.7% (vs Q4'23)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×0.06× ★ Q4'25: 0.04× (vs Q4'23)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Jun 2025 actual |
Jun 2026 1 Rev. Ana. 1 EPS Ana. |
Jun 2027 1 Rev. Ana. 1 EPS Ana. |
Jun 2028 1 Rev. Ana. 1 EPS Ana. |
Jun 2029 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|
| Revenue |
119.38M
est: 117.15M (+1.9%)
|
126.70M
126.70M – 126.70M
+8.2% YoY
|
136.60M
136.60M – 136.60M
+7.8% YoY
|
152.40M
152.40M – 152.40M
+11.6% YoY
|
167.75M
167.75M – 167.75M
+10.1% YoY
|
| EBITDA |
38.05M
est: 29.44M (+29.3%)
|
31.84M
31.84M – 31.84M
+8.2% YoY
|
34.33M
34.33M – 34.33M
+7.8% YoY
|
38.30M
38.30M – 38.30M
+11.6% YoY
|
42.16M
42.16M – 42.16M
+10.1% YoY
|
| EBIT |
37.59M
est: 27.86M (+35.0%)
|
30.13M
30.13M – 30.13M
+8.2% YoY
|
32.48M
32.48M – 32.48M
+7.8% YoY
|
36.24M
36.24M – 36.24M
+11.6% YoY
|
39.89M
39.89M – 39.89M
+10.1% YoY
|
| Net Income |
20.20M
est: 23.31M (-13.4%)
|
26.19M
26.19M – 26.19M
+12.3% YoY
|
27.33M
27.33M – 27.33M
+4.3% YoY
|
33.02M
33.02M – 33.02M
+20.8% YoY
|
37.95M
37.95M – 37.95M
+14.9% YoY
|
| SGA |
16.40M
est: 46.33M (-64.6%)
|
50.11M
50.11M – 50.11M
+8.2% YoY
|
54.02M
54.02M – 54.02M
+7.8% YoY
|
60.27M
60.27M – 60.27M
+11.6% YoY
|
66.34M
66.34M – 66.34M
+10.1% YoY
|
| EPS |
0.18
est: 0.20 (-12.1%)
|
0.23
0.23 – 0.23
+12.3% YoY
|
0.24
0.24 – 0.24
+4.3% YoY
|
0.29
0.29 – 0.29
+20.8% YoY
|
0.33
0.33 – 0.33
+14.9% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-28 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-27 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-26 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-25 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-22 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-21 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-20 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-19 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-18 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-15 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-14 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-13 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-12 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-11 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-08 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-07 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-06 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-05 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-04 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-01 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-30 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-29 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 3/5 | 1/5 | 1/5 |
| 2026-04-23 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-21 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-17 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
Owner Earnings
Ownership Overview
Ownership breakdown not available.
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional history not available.
Top holders not available.
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | iShares S&P/ASX Small Ordinaries ETF ISO.AX | 0.18% | 158.2K | 0.55% |
| 2 | WisdomTree International SmallCap Dividend Fund DLS | 0.04% | 371.1K | 0.58% |
| 3 | WisdomTree Dynamic International SmallCap Equity ETF DDLS | 0.03% | 144.8K | 0.48% |
| 4 | State Street SPDR S&P International Small Cap ETF GWX | 0.02% | 185.3K | 0.40% |
| 5 | Vanguard Australian Shares Index ETF VAS.AX | 0.02% | 2.90M | 0.07% |
| 6 | Avantis International Small Cap Equity ETF AVDS | 0.01% | 40.5K | 0.30% |
| 7 | Schwab International Small-Cap Equity ETF SCHC | 0.01% | 641.2K | 0.06% |
| 8 | Vanguard FTSE All-World ex-US Small-Cap ETF VSS | 0.01% | 953.2K | 0.06% |
| 9 | Dimensional - International Small Cap ETF DFIS | 0.01% | 368.2K | 0.39% |
| 10 | Avantis Responsible International Equity ETF AVSD | 0.00% | 16.9K | 0.23% |
Insider Activity
No insider activity available.
Insider history not available.
No recent insider transactions.
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| John Paul McMurdo | Chief Executive Officer, MD & Director | 919.9K | male |
| Ludovic Theau | Chief Investment Officer | 854.9K | male |
| Mark Simons | Chief Financial Officer | 607.6K | male |
| Maria Loyez | Chief Customer Officer | 551.5K | female |
| Eveline Moos | Chief People & Culture Officer | 413.6K | — |
| Melanie Hill | Head of Investor Relations | — | — |
| Anthony Lane | Chief Operating Officer | — | male |
| Clinton Leong | Head of Investment Business Management | — | male |
| John Woods | Deputy Chief Investment Officer & Head of Multi Assets | — | male |
| Alison George | Chief Impact & Ethics Officer | — | female |
No data available for this company.
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for AEF.AX
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
