Australian Ethical Investment (AEF.AX) Stock Price

Australian Ethical Investment Price

ASX·CLOSED
4.40AUD-0.13 (-2.91 %)
Market closed

Revenue has compounded at 14.1% per year over the past 19 years to 119.38 M AUD. Earnings per share have grown at 14.1% per year over the last 19 years. Australian Ethical Investment's net margin stands at 16.9%, down from 18.9% several years earlier. Australian Ethical Investment currently offers a dividend yield of about 4.55%. The payout ratio is around 113% of earnings. Analysts set a median price target of 7.65 AUD, implying 73.9% above the current price. Of 5 analysts, 4 rate the stock a buy — an overall Buy consensus. The stock trades about 14% above its 52-week low.

Australian Ethical Investment stock price

Volume
Ex-Dividend
Details

Stock Price

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How to Read This Chart

This chart tracks the historical stock price of Australian Ethical Investment over time. You can switch between daily, weekly, and monthly views and select custom time ranges — from a single day to the full available history. Use the toggle to view price changes in absolute currency terms or as a percentage change relative to the starting date.

Total Return vs. Price Return

The "Total Return" toggle includes reinvested dividends on top of the pure price movement. This is critical because dividends can account for a significant portion of long-term returns. Historically, roughly 40 % of the S&P 500's total return has come from dividends. Always compare total return when evaluating a stock's real performance against a benchmark.

Intraday Price Data

When viewing a one-day time frame, the chart displays real-time intraday price movements. This is useful for observing how Australian Ethical Investment stock reacts to market openings, earnings releases, or breaking news throughout the trading session.

What to Look For

Look for long-term trends (sustained upward or downward movements over months and years), support and resistance levels (price zones where the stock repeatedly bounces or reverses), and volatility (how much the price fluctuates day to day). Comparing Australian Ethical Investment's price chart to a market index like the S&P 500 can reveal whether the stock is outperforming or underperforming the broader market.

Australian Ethical Investment Stock Price History
DateAustralian Ethical Investment Price
8/21/20264.40 AUD
8/20/20264.53 AUD
8/19/20264.46 AUD
8/18/20264.43 AUD
8/17/20264.49 AUD
8/14/20264.47 AUD
8/13/20264.54 AUD
8/12/20264.54 AUD
8/11/20264.60 AUD
8/10/20264.59 AUD
8/7/20264.59 AUD
8/6/20264.49 AUD
8/5/20264.48 AUD
8/4/20264.36 AUD
8/3/20264.38 AUD
7/31/20264.42 AUD
7/30/20264.37 AUD
7/29/20264.53 AUD
7/28/20264.62 AUD
7/27/20264.48 AUD
7/24/20264.37 AUD
7/23/20264.47 AUD
7/22/20264.51 AUD
7/21/20264.56 AUD
7/20/20264.51 AUD
7/17/20264.74 AUD
7/16/20264.62 AUD
7/15/20264.38 AUD
7/14/20264.45 AUD
7/13/20264.56 AUD
7/10/20264.53 AUD
7/9/20264.55 AUD
7/8/20264.46 AUD
7/7/20264.45 AUD
7/6/20264.40 AUD
7/3/20264.38 AUD
7/2/20264.29 AUD
7/1/20264.20 AUD
6/30/20264.18 AUD
6/29/20264.19 AUD
6/26/20264.11 AUD
6/25/20264.23 AUD
6/24/20264.07 AUD
6/23/20264.08 AUD
6/22/20264.27 AUD
6/19/20264.38 AUD
6/18/20264.31 AUD
6/17/20264.30 AUD
6/16/20264.38 AUD
6/15/20264.36 AUD
6/12/20264.14 AUD
6/11/20264.04 AUD
6/10/20264.01 AUD
6/9/20264.08 AUD
6/5/20264.11 AUD
6/4/20264.01 AUD
6/3/20264.01 AUD
6/2/20264.12 AUD
6/1/20264.05 AUD
5/29/20264.01 AUD
5/28/20263.95 AUD
5/27/20264.03 AUD
5/26/20263.95 AUD
5/25/20263.96 AUD
5/22/20263.90 AUD
5/21/20263.90 AUD
5/20/20263.87 AUD
5/19/20263.95 AUD
5/18/20263.93 AUD
5/15/20264.10 AUD
5/14/20263.92 AUD
5/13/20264.05 AUD
5/12/20264.06 AUD
5/11/20264.27 AUD
5/8/20264.22 AUD
5/7/20264.30 AUD
5/6/20264.00 AUD
5/5/20263.90 AUD
5/4/20263.92 AUD
5/1/20263.91 AUD
4/30/20264.03 AUD
4/29/20264.10 AUD
4/28/20264.13 AUD
4/27/20264.21 AUD
4/24/20264.36 AUD
4/23/20264.44 AUD
4/22/20264.59 AUD
4/21/20264.87 AUD
4/20/20264.83 AUD
4/17/20264.88 AUD
4/16/20265.02 AUD
4/15/20264.95 AUD
4/14/20264.98 AUD
4/13/20265.00 AUD
4/10/20265.18 AUD
4/9/20265.17 AUD
4/8/20265.01 AUD
4/7/20264.78 AUD
4/2/20264.62 AUD
4/1/20264.65 AUD
3/31/20264.53 AUD
3/30/20264.48 AUD
3/27/20264.53 AUD
3/26/20264.41 AUD
3/25/20264.45 AUD
3/24/20264.31 AUD
3/23/20264.29 AUD
3/20/20264.14 AUD
3/19/20264.25 AUD
3/18/20264.48 AUD
3/17/20264.51 AUD
3/16/20264.61 AUD
3/13/20264.60 AUD
3/12/20264.80 AUD
3/11/20264.81 AUD
3/10/20264.87 AUD
3/9/20264.77 AUD
3/6/20264.80 AUD
3/5/20264.84 AUD
3/4/20264.81 AUD
3/3/20265.00 AUD
3/2/20265.24 AUD
2/27/20265.20 AUD
2/26/20265.14 AUD
2/25/20264.52 AUD
2/24/20264.28 AUD
2/23/20264.41 AUD
2/20/20264.43 AUD
2/19/20264.45 AUD
2/18/20264.46 AUD
2/17/20264.43 AUD
2/16/20264.31 AUD
2/13/20264.29 AUD
2/12/20264.40 AUD
2/11/20264.69 AUD
2/10/20264.62 AUD
2/9/20264.61 AUD
2/6/20264.60 AUD
2/5/20264.66 AUD
2/4/20264.56 AUD
2/3/20264.64 AUD
2/2/20264.56 AUD
1/30/20264.59 AUD
1/29/20264.60 AUD
1/28/20264.84 AUD
1/27/20265.05 AUD
1/23/20265.06 AUD
1/22/20265.17 AUD
1/21/20265.07 AUD
1/20/20264.91 AUD
1/19/20264.83 AUD
1/16/20264.90 AUD
1/15/20264.99 AUD
1/14/20265.25 AUD
1/13/20265.21 AUD
1/12/20265.13 AUD
1/9/20265.09 AUD
1/8/20265.10 AUD
1/7/20265.10 AUD
1/6/20265.13 AUD
1/5/20264.93 AUD
1/2/20264.96 AUD
12/31/20255.05 AUD
12/30/20255.02 AUD
12/29/20255.03 AUD
12/24/20255.12 AUD
12/23/20255.19 AUD
12/22/20255.12 AUD
12/19/20255.11 AUD
12/18/20255.15 AUD
12/17/20255.09 AUD
12/16/20255.11 AUD
12/15/20255.11 AUD
12/12/20255.08 AUD
12/11/20255.13 AUD
12/10/20255.26 AUD
12/9/20255.31 AUD
12/8/20255.34 AUD
12/5/20255.17 AUD
12/4/20255.21 AUD
12/3/20255.49 AUD
12/2/20255.27 AUD
12/1/20255.27 AUD
11/28/20255.71 AUD
11/27/20255.74 AUD
11/26/20256.46 AUD
11/25/20256.27 AUD
11/24/20256.33 AUD
11/21/20256.11 AUD
11/20/20256.22 AUD
11/19/20256.12 AUD
11/18/20256.02 AUD
11/17/20256.10 AUD
11/14/20256.15 AUD
11/13/20256.36 AUD
11/12/20256.55 AUD
11/11/20256.53 AUD
11/10/20256.63 AUD
11/7/20256.55 AUD
11/6/20256.70 AUD
11/5/20256.74 AUD
11/4/20256.74 AUD
11/3/20256.97 AUD
10/31/20256.99 AUD
10/30/20257.01 AUD
10/29/20257.05 AUD
10/28/20257.35 AUD
10/27/20257.24 AUD
10/24/20257.06 AUD
10/23/20257.41 AUD
10/22/20257.38 AUD
10/21/20257.30 AUD
10/20/20257.26 AUD
10/17/20257.15 AUD
10/16/20257.45 AUD
10/15/20257.52 AUD
10/14/20257.11 AUD
10/13/20257.13 AUD
10/10/20257.41 AUD
10/9/20257.19 AUD
10/8/20257.12 AUD
10/7/20257.17 AUD
10/6/20257.26 AUD
10/3/20257.48 AUD
10/2/20257.24 AUD
10/1/20257.35 AUD
9/30/20257.19 AUD
9/29/20257.25 AUD
9/26/20257.25 AUD
9/25/20257.15 AUD
9/24/20257.23 AUD
9/23/20257.31 AUD
9/22/20257.37 AUD
9/19/20257.71 AUD
9/18/20257.15 AUD
9/17/20257.04 AUD
9/16/20257.12 AUD
9/15/20257.16 AUD
9/12/20257.15 AUD
9/11/20257.18 AUD
9/10/20257.04 AUD
9/9/20256.98 AUD
9/8/20257.03 AUD
9/5/20257.09 AUD
9/4/20257.12 AUD
9/3/20257.31 AUD
9/2/20257.56 AUD
9/1/20257.64 AUD
8/29/20257.51 AUD
8/28/20257.40 AUD
8/27/20257.98 AUD
8/26/20258.09 AUD
8/25/20258.17 AUD
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Australian Ethical Investment Revenue, EBIT, Net Income

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  • Max

Revenue
EBIT
Net Income
Details
Date
Revenue
EBIT
Net Income
Jan 1, 2023
81.10 M AUD
13.27 M AUD
6.58 M AUD
Jan 1, 2024
100.49 M AUD
26.31 M AUD
11.53 M AUD
Jan 1, 2025
119.38 M AUD
34.93 M AUD
20.20 M AUD
Jan 1, 2026 (e)
126.70 M AUD
30.13 M AUD
26.19 M AUD
Jan 1, 2027 (e)
136.60 M AUD
32.48 M AUD
27.33 M AUD
Jan 1, 2028 (e)
152.40 M AUD
36.24 M AUD
33.02 M AUD
Jan 1, 2029 (e)
167.75 M AUD
39.89 M AUD
37.95 M AUD
Jan 1, 2030 (e)
199.43 M AUD
0.00 AUD
50.30 M AUD

Australian Ethical Investment Income Statement, Balance Sheet, Cash Flow Statement

Last updated Aug 22, 2026, 5:20 AM
 
REVENUEM AUD
REVENUE GROWTH%
GROSS MARGIN%
GROSS INCOMEM AUD
EBITM AUD
EBIT MARGIN%
NET INCOMEM AUD
NET INCOME GROWTH%
DIV.AUD
DIV. GROWTH%
SHARESM
201520162017201820192020202120222023202420252026e2027e2028e2029e2030e
21.0023.0028.0035.0040.0049.0058.0070.0081.00100.00119.00126.00136.00152.00167.00199.00
10.539.5221.7425.0014.2922.5018.3720.6915.7123.4619.005.887.9411.769.8719.16
85.7182.6185.7185.7185.0085.7182.7685.7182.7282.0080.6780.6780.6780.6780.6780.67
18.0019.0024.0030.0034.0042.0048.0060.0067.0082.0096.00101.65109.71122.62134.72160.54
4.005.005.007.009.0012.0015.0013.0013.0026.0034.0030.0032.0036.0039.00–
19.0521.7417.8620.0022.5024.4925.8618.5716.0526.0028.5723.8123.5323.6823.35–
1.003.002.005.006.009.0011.009.006.0011.0020.0026.0027.0033.0037.0050.00
-50.00200.00-33.33150.0020.0050.0022.22-18.18-33.3383.3381.8230.003.8522.2212.1235.14
2.864.293.715.600.070.050.050.090.100.090.200.240.290.35––
–50.00-13.5250.94-98.75-28.57–80.0011.11-10.00122.2220.0020.8320.69––
109.02110.75111.48112.02112.02112.30112.34112.29112.68112.68113.86113.86113.86113.86113.86113.86
Details

Income Statement Key Figures

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Revenue and Revenue Growth

Revenue is the starting point of every income statement — it measures the total sales Australian Ethical Investment generates from its core business. Revenue growth (expressed as year-over-year percentage change) is one of the most important indicators of business momentum. Sustained growth above 10 % annually is generally considered strong, while declining revenue is a serious warning sign that demands investigation.

Gross Margin

Gross margin = (Revenue − Cost of Goods Sold) ÷ Revenue. It reveals what percentage of each dollar of revenue Australian Ethical Investment retains after direct production costs. High gross margins (above 50 %) are typical of asset-light businesses like software and brands, while capital-intensive industries like manufacturing often operate below 30 %. Compare Australian Ethical Investment's gross margin to industry peers and track it over time to spot improving or deteriorating pricing power.

EBIT and EBIT Margin

EBIT measures operating profit — what remains after subtracting all operating expenses (including R&D, sales, and administrative costs) from gross profit. The EBIT margin shows this as a percentage of revenue. Because it excludes interest and taxes, EBIT allows fair comparisons between companies with different debt levels and tax jurisdictions. A rising EBIT margin indicates improving operational efficiency.

Net Income and Earnings Per Share (EPS)

Net income is the company's final profit after all expenses, interest, and taxes. Dividing net income by the number of shares outstanding gives you EPS — the single most influential metric in stock valuation. Consistent EPS growth is the primary driver of long-term stock price appreciation. Always check whether EPS growth comes from genuine profit improvement or from share buybacks reducing the share count.

Shares Outstanding

The total number of shares Australian Ethical Investment has issued. A declining share count (through buybacks) boosts EPS and signals management confidence. A rising share count (through stock issuance) dilutes existing shareholders. Always monitor this number alongside EPS to get the full picture of per-share value creation.

Analyst Estimates

The projected figures represent consensus estimates from professional analysts. Compare these forecasts against Australian Ethical Investment's historical growth rates to assess whether expectations are realistic. A company that consistently beats consensus estimates tends to see its stock price rewarded over time, while repeated misses erode investor confidence.

Australian Ethical Investment stock margins

The Australian Ethical Investment margin analysis displays the gross margin, EBIT margin, as well as the profit margin of Australian Ethical Investment. The EBIT margin (EBIT/sales) indicates the percentage of sales that remains as operating profit. The profit margin shows the percentage of sales that remains for Australian Ethical Investment.

  • 3 Years

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Gross margin
EBIT margin
Profit margin
Details
Date
Gross margin
EBIT margin
Profit margin
Jan 1, 2021
83.24 %
25.81 %
18.94 %
Jan 1, 2022
85.60 %
19.52 %
13.44 %
Jan 1, 2023
82.69 %
16.36 %
8.11 %
Jan 1, 2024
82.46 %
26.18 %
11.47 %
Jan 1, 2025
81.21 %
29.26 %
16.92 %
Jan 1, 2026 (e)
81.21 %
23.78 %
20.67 %
Jan 1, 2027 (e)
81.21 %
23.78 %
20.00 %
Jan 1, 2028 (e)
81.21 %
23.78 %
21.67 %

Australian Ethical Investment Stock Revenue, EBIT, Earnings per Share

The Australian Ethical Investment earnings per share therefore indicates how much revenue Australian Ethical Investment has generated per share in a given period. The earnings before interest and taxes per share shows how much of the operating profit corresponds to each share. The earnings per share indicates how much of the profit belongs to each share.

  • 3 Years

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Revenue per Share
EBIT per share
Earnings per Share
Details
Date
Revenue per Share
EBIT per share
Earnings per Share
Jan 1, 2021
0.52 AUD
0.13 AUD
0.10 AUD
Jan 1, 2022
0.63 AUD
0.12 AUD
0.08 AUD
Jan 1, 2023
0.72 AUD
0.12 AUD
0.06 AUD
Jan 1, 2024
0.89 AUD
0.23 AUD
0.10 AUD
Jan 1, 2025
1.05 AUD
0.31 AUD
0.18 AUD
Jan 1, 2026 (e)
1.11 AUD
0.26 AUD
0.23 AUD
Jan 1, 2027 (e)
1.20 AUD
0.29 AUD
0.24 AUD
Jan 1, 2028 (e)
1.34 AUD
0.32 AUD
0.29 AUD

Australian Ethical Investment business model & stock analysis

Australian Ethical Investment Ltd is an Australian investment company that specializes in ethical and sustainable investments. The company was founded in 1986 and is headquartered in Sydney. AEI has been listed on the Australian stock exchange since 2003 and has over 115,000 customers across Australia. AEI follows an active and positive investment approach, considering ethical, social, and environmental factors when selecting investments. The company aims to achieve sustainable returns for its customers while also having a positive impact on society and the environment. AEI's business models are based on the belief that companies committed to ethical and sustainable practices will be successful in the long run. The company uses a screening process to ensure that the companies it selects adhere to strict ethical standards. In addition, AEI uses its shareholder voting rights to encourage companies to act with more accountability and sustainability. AEI has various divisions focusing on different areas. One of the key divisions is equity management, where the company invests in stocks of companies that meet its ethical standards. Most of these companies operate in the renewable energy, environmental protection, health and wellbeing, fair trade practices, and social justice sectors. Furthermore, AEI also offers bonds, real estate investments, and alternative investments. The bonds selected by the company must be issued by companies that meet ethical standards. AEI's real estate investments focus on sustainable and energy-efficient real estate projects. The company's alternative investments include investments in renewable energy and green technologies. AEI also offers various products tailored to different investment needs, including investment funds and retirement savings products. For individual clients, the company also provides customized portfolios tailored to their specific needs and goals. The company has also developed a brand called "Sustainably," covering a wide range of topics such as renewable energy, green transportation, and sustainable food. This initiative aims to encourage consumers to adopt and support sustainable lifestyles and shopping practices. Overall, Australian Ethical Investment Ltd is a pioneer in the field of ethical investments and has introduced many innovative solutions over the years that have changed investment practices in Australia and beyond. The company has demonstrated that ethical and sustainable investments are not only beneficial for the environment and society but can also be profitable in the long term. Given the growing demand for ethical and responsible investments, AEI is well-positioned to continue growing in the coming years.

Australian Ethical Investment SWOT Analysis

Strengths

1. Ethical investment focus: Australian Ethical Investment Ltd has established a strong reputation as a leading ethical investment company in Australia. Their commitment to investing in companies that have a positive impact on society and the environment provides them with a unique selling point.

2. Strong brand recognition: The company has built a strong brand image and is well known among socially conscious investors. This brand recognition gives them a competitive advantage in attracting clients who align with their values.

3. Experienced management team: Australian Ethical Investment Ltd boasts a team of experienced and knowledgeable professionals who have extensive expertise in the field of ethical investment. This enables them to make informed decisions and effectively manage investment portfolios.

Weaknesses

1. Limited investment options: Australian Ethical Investment Ltd focuses solely on ethical investments, which may limit the variety of investment options available to their clients. This could potentially hinder growth and diversification opportunities.

2. Dependence on market trends: Like any investment firm, Australian Ethical Investment Ltd is susceptible to market fluctuations and economic downturns. Their performance may be affected if there is a decline in the overall market or if ethical investing becomes less popular.

3. Relatively small market share: Despite their strong brand recognition, Australian Ethical Investment Ltd has a relatively small market share compared to larger and more established investment firms. This can make it challenging to compete with industry giants and attract a significant client base.

Opportunities

1. Growing demand for ethical investments: As social and environmental issues gain more attention, there is a growing demand for ethical investments. Australian Ethical Investment Ltd can capitalize on this trend by expanding their offerings and attracting new clients who prioritize responsible investing.

2. Emerging technology and innovation: The advancement of technology and innovation presents opportunities for Australian Ethical Investment Ltd to develop new investment strategies and enhance their service offerings. They can leverage these advancements to gain a competitive advantage in the market.

Threats

1. Intense competition: The ethical investment sector is becoming increasingly saturated, with numerous competitors entering the market. This heightened competition poses a potential threat to Australian Ethical Investment Ltd's market share and profitability.

2. Regulatory changes: Changes in government regulations and policies related to investments and ethical practices can impact the operations of Australian Ethical Investment Ltd. Adapting to new regulatory requirements may require additional resources and could affect their profitability.

3. Economic downturns: Economic recessions or financial crises can significantly impact the investment industry as a whole, including Australian Ethical Investment Ltd. These downturns can lead to decreased investor confidence, lower returns, and potential client withdrawals.

Australian Ethical Investment Eulerpool Fair Value

Details

Fair Value Estimate

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What Is Fair Value?

Fair value is an estimate of what a stock is truly "worth" based on its financial fundamentals, independent of the current market price. If the calculated fair value is above the current share price, the stock may be undervalued — and vice versa. This chart shows three different fair value approaches so you can cross-check them against each other.

Earnings-Based Fair Value

Calculated by multiplying the current earnings per share (EPS) by the average historical P/E ratio over a selected multi-year period. The smoothing over several years filters out temporary spikes or dips. If this fair value exceeds the market price, it suggests the stock is cheap relative to its earning power.

Example: Fair Value (Earnings) 2022 = EPS 2022 × Average P/E 2019–2021

Revenue-Based Fair Value

Derived by multiplying revenue per share by the average historical price-to-sales ratio. This method is particularly useful for companies with volatile or temporarily depressed earnings, as revenue tends to be more stable than profits. It answers: "At what price has the market historically valued each dollar of this company's sales?"

Example: Fair Value (Revenue) 2022 = Revenue per Share 2022 × Average P/S 2019–2021

Dividend-Based Fair Value

Calculated by dividing the dividend per share by the average historical dividend yield. This approach is most relevant for mature, consistently dividend-paying companies. If the resulting fair value is higher than the current price, it implies the stock offers a better yield than its historical average.

Example: Fair Value (Dividend) 2022 = Dividend per Share 2022 ÷ Average Yield 2019–2021

How to Use This Chart

When all three fair value lines converge above the current price, it strengthens the case that the stock is undervalued. When they diverge, investigate why — it may indicate a structural shift in margins, payout policy, or growth rate. The forward estimates on the right extend the analysis using projected fundamentals, helping you assess whether the current price already reflects future growth expectations.

Australian Ethical Investment historical P/E ratio, EBIT multiple, and P/S ratio

Australian Ethical Investment annual returns

Details

Annual Return

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What This Chart Shows

This chart breaks down 's total annual return into two components: price return (gains or losses from stock price movement) and dividend return (income received from dividend payments). Together, they represent the total return an investor would have earned in each calendar year.

Price Return

Price return measures the percentage change in 's stock price from January 1st to December 31st of each year. Positive bars indicate the stock appreciated; negative bars show a decline. This is the component most investors focus on, but it tells only part of the story — especially for dividend-paying stocks.

Dividend Return

Dividend return represents the income generated from dividends paid during the year, expressed as a percentage of the starting stock price. While it may seem small in any single year (typically 1–4 % for established companies), dividends compound significantly over decades and have historically contributed roughly 40 % of total stock market returns.

What to Look For

Examine how many years showed positive vs. negative returns to gauge consistency. A stock with mostly positive years and small drawdowns suggests lower risk. Also compare 's annual returns to a benchmark index — consistently outperforming the market is a hallmark of a strong investment. Pay attention to the worst years: understanding downside risk is just as important as chasing upside potential.

Australian Ethical Investment shares outstanding

The number of shares of Australian Ethical Investment was 113.86 M in 2025. This indicates how many shares Australian Ethical Investment is divided into. Since shareholders are the owners of a company, each share represents a small portion of the company's ownership.

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  • Max

Number of stocks
Details
Date
Number of stocks
Jan 1, 2021
112.34 M Stocks
Jan 1, 2022
112.29 M Stocks
Jan 1, 2023
112.68 M Stocks
Jan 1, 2024
112.68 M Stocks
Jan 1, 2025
113.86 M Stocks
Jan 1, 2026 (e)
113.86 M Stocks
Jan 1, 2027 (e)
113.86 M Stocks
Jan 1, 2028 (e)
113.86 M Stocks

Australian Ethical Investment stock splits

In Australian Ethical Investment's history, there have been no stock splits.

Australian Ethical Investment Dividend History

24 years of dividend payments · 5 consecutive increases

YearAnnual DividendYoY ChangePayments
20260.11AUDYTD—1×
Mar 5, 20260.11AUD↓ 11.1%1/1
20250.20AUD↑ 55.6%2×
Mar 5, 20250.07AUD↓ 16.7%1/2
Sep 3, 20250.13AUD↑ 80.0%2/2
20240.13AUD↑ 28.6%2×
20230.10AUD↑ 16.7%2×
20220.09AUD↑ 56.3%2×
20210.05AUD↑ 13.6%2×
20200.05AUD↓ 30.0%2×
20190.07AUD↓ 98.8%2×
20185.60AUD↑ 50.7%2×
20173.71AUD↓ 13.3%2×

Australian Ethical Investment dividend history and estimates

In 2025, Australian Ethical Investment paid a dividend amounting to 0.20 AUD. Dividend means that Australian Ethical Investment distributes a portion of its profits to its owners.

  • 3 Years

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  • Max

Dividend
Dividend (Estimate)
Special dividend
Details
Date
Dividend
Dividend (Estimate)
Special dividend
Jan 1, 2021
0.05 AUD
0.00 AUD
0.01 AUD
Jan 1, 2022
0.09 AUD
0.00 AUD
0.01 AUD
Jan 1, 2023
0.10 AUD
0.00 AUD
0.00 AUD
Jan 1, 2024 (e)
0.13 AUD
-0.04 AUD
0.00 AUD
Jan 1, 2025
0.20 AUD
0.00 AUD
0.00 AUD
Jan 1, 2026
0.24 AUD
0.00 AUD
0.00 AUD
Jan 1, 2027 (e)
0.00 AUD
0.29 AUD
0.00 AUD
Jan 1, 2028 (e)
0.00 AUD
0.35 AUD
0.00 AUD

Australian Ethical Investment dividend payout ratio

In 2025, Australian Ethical Investment had a payout ratio of 112.74%. The payout ratio indicates the percentage of the company's profits that Australian Ethical Investment distributes as dividends.

  • 3 Years

  • 5 Years

  • 10 Years

  • 25 Years

  • Max

Payout ratio
Details
Date
Payout ratio
Jan 1, 2021
55.38 %
Jan 1, 2022
101.20 %
Jan 1, 2023
171.23 %
Jan 1, 2024
125.68 %
Jan 1, 2025
112.74 %
Jan 1, 2026 (e)
105.59 %
Jan 1, 2027 (e)
121.43 %
Jan 1, 2028 (e)
120.59 %

Current Australian Ethical Investment forecasts and price targets in August 2026

Analyst Price Targets 2026
Δ MOM Price Target
0.00 %
Buy
80.00 % (4)
Hold
20.00 % (1)
Sell
0.00 % (0)
12M Price Target
7.65
Last Price
4.53
Currency
AUD
12M Return Potential
68.87 %
LTM Return
0 %

EESG©

Eulerpool ESG Scorecard© for the Australian Ethical Investment stock

86/100
99
Environment
86
Social
72
Governance
E

Environment

20
Scope 1 - Direct Emissions—
Scope 2 - Indirect emissions from purchased energy—
Scope 3 - Indirect emissions within the value chain—
Total CO₂ emissions—
CO₂ reduction strategy
Coal energy
Nuclear power
Animal experiments
Fur & Leather—
Pesticides—
Palm Oil—
Tobacco
Genetically modified organisms
Climate concept—
Sustainable forestry—
Recycling regulations
Environmentally friendly packaging
Hazardous substances
Fuel consumption and efficiency
Water consumption and efficiency
S

Social

20
Percentage of female employees50
Percentage of women in management—
Percentage of Asian employees—
Share of Asian management—
Percentage of Hispanic/Latino employees—
Hispano/Latino Management share—
Percentage of Black employees—
Black Management Share—
Percentage of white employees—
White Management Share—
Adult content
Alcohol
Weapons—
Firearms
Gambling
Military contracts
Human rights concept
Privacy concept—
Occupational health and safety
Catholic
G

Governance (Corporate Governance)

4
Environmental reporting
Stakeholder Engagement
Call Back Policies
Antitrust law

The Eulerpool ESG Scorecard© is the strictly copyrighted intellectual property of Eulerpool Research Systems. Any unauthorized use, imitation, or infringement will be actively pursued and may lead to significant legal consequences. For licenses, collaborations, or usage rights, please contact us directly via our contact form. Contact Form to us.

Australian Ethical Investment shareholder structure

% Name
2.35768%
The Vanguard Group, Inc.
The Vanguard Group, Inc.
1.49965%
Eley Griffiths Group Pty. Ltd.
Eley Griffiths Group Pty. Ltd.
1.05104%
Dimensional Fund Advisors, L.P.
Dimensional Fund Advisors, L.P.
0.92426%
DFA Australia Ltd.
DFA Australia Ltd.
0.18298%
Dimensional Fund Advisors, Ltd.
Dimensional Fund Advisors, Ltd.
0.17548%
Mellon Investments Corporation
Mellon Investments Corporation

Australian Ethical Investment Beneficial Ownership Filings (SEC 13D/G)

Free Float
75.6%
Float Shares
-
Shares Outstanding
-

Australian Ethical Investment Executives and Management Board

13 members · 54 % women

JM

Mr. John Mcmurdo

Chief Executive Officer, Managing Director, Director · since 2020

1.17 M AUD

Management

MS

Mr. Mark Simons

Chief Financial Officer

631,336.00 AUD
ML

Ms. Maria Loyez

Chief Customer Officer

556,609.00 AUD
ME

Ms. Marion Enander

Chief Strategy & Innovation Officer

543,525.00 AUD
RP

Mr. Ross Piper

Chief Executive Superannuation

527,076.00 AUD
LT

Mr. Ludovic Theau

Chief Investment Officer

512,339.00 AUD
KH

Ms. Karen Hughes

Chief Risk Officer, Company Secretary

431,519.00 AUD

Board of Directors

SG

Mr. Stephen Gibbs

Non-Executive Independent Chairman of the Board · since 2012

225,175.00 AUD
KG

Ms. Katherine Greenhill

Non-Executive Independent Director

181,512.00 AUD
MB

Ms. Mara Bun

Non-Executive Independent Director

166,200.00 AUD
JO

Ms. Julie Orr

Non-Executive Independent Director

117,949.00 AUD
SM

Ms. Sandra McCullagh

Non-Executive Independent Director

113,927.00 AUD
RB

Mr. Richard Brandweiner

Executive Director · since 2024

–

Australian Ethical Investment Supply Chain

Australian Ethical Investment Supply Chain

Correlation: how closely stock prices move together

Same directionNo relationOpposite
9 companies
#NameTrend
1
JPMorgan Chase
Supplier·Customer·Banks·US
0.26
0.85
0.85
0.90
0.73
0.76
2
Immutep
Supplier·Customer·Biotechnology·AU
0.06
0.84
0.33
0.90
0.45
0.69
3
Capitol Health
Supplier·Customer·Health Care Providers & Services·AU
0.86
0.90
0.52
0.47
0.19
0.67
4
Shriro Holdings
Supplier·Customer·Household Durables·AU
0.82
0.64
-0.57
0.12
-0.10
0.55
5
OFX Group
Supplier·Customer·Diversified Financial Services·AU
0.73
0.08
-0.16
-0.71
-0.12
0.47
#NameTrend
1
SomnoMed
Supplier·Customer·Health Care Equipment & Supplies·AU
0.88
0.64
0.72
0.87
0.70
—
2
3P Learning
Supplier·Customer·Diversified Consumer Services·AU
0.82
0.10
0.45
-0.69
-0.42
—
3
Palla Pharma
Supplier·Customer·Life Sciences Tools & Services·AU
—
—
—
0.63
0.09
-0.69

Frequently asked questions about Australian Ethical Investment

The business model of Australian Ethical Investment Ltd revolves around sustainable and ethical investing practices. As a leading ethical investment company in Australia, Australian Ethical focuses on supporting businesses that align with its Environmental, Social, and Governance (ESG) criteria. Through thorough research and analysis, the company carefully selects investments that promote positive contributions to society and the planet. Australian Ethical actively avoids industries such as fossil fuels, tobacco, and weapons, instead opting for sectors such as renewable energy, healthcare, and education. With its commitment to responsible investing, Australian Ethical aims to generate long-term financial growth while making a positive impact on society and the environment.

Australian Ethical Investment Ltd is primarily active in the industries of sustainable investments, ethical finance, and responsible investing.

The main competitors of Australian Ethical Investment Ltd in the market are companies like Magellan Financial Group, AMP Limited, IOOF Holdings Ltd, and Perpetual Limited.

Australian Ethical Investment Ltd is a renowned Australian company that has a rich history and background. Established in 1986, Australian Ethical is a leading ethical fund manager that focuses on sustainable and responsible investment solutions. The company is committed to investing in businesses that make positive contributions to society and the environment. With a strong emphasis on ethical investment principles, Australian Ethical has built a solid reputation for integrating environmental, social, and governance (ESG) factors into its investment decision-making process. Over the years, the company has demonstrated its dedication to supporting the growth of ethical businesses and sustainable practices, making it a trusted choice for investors seeking ethical investment opportunities.

Australian Ethical Investment Ltd has achieved several significant milestones since its inception. The company was established in 1986 and has since become a leading ethical investment manager in Australia. It has grown its funds under management to over AUD 3 billion, demonstrating its strong financial performance and investor confidence. Australian Ethical Investment Ltd has also received numerous awards and accolades for its commitment to ethical investing and sustainable practices. It continues to expand its range of investment products and services, catering to the growing demand for socially responsible investing.

Australian Ethical Investment Ltd is primarily present in Australia.

Australian Ethical Investment Ltd represents values of ethical investing and a corporate philosophy centered around sustainable, responsible, and impactful financial solutions. Guided by their commitment to delivering positive outcomes for investors and the planet, Australian Ethical Investment Ltd ensures that every investment made aligns with their strict ethical framework. They prioritize investing in companies that contribute to positive social and environmental change, such as renewable energy, healthcare, and technology. By actively engaging with the companies they invest in and advocating for sustainable practices, Australian Ethical Investment Ltd sets a benchmark for ethical investment in the financial industry.

Analysts currently set an average price target of 7.65 AUD for the Australian Ethical Investment stock (median: 7.65 AUD), implying +68.9 % versus the latest price. The consensus is based on 5 analyst ratings.

Australian Ethical Investment Analyst Price Targets 2026

5 analysts currently rate the Australian Ethical Investment stock: 4 recommend buying, 1 holding and 0 selling. For 2026, analysts expect Australian Ethical Investment to generate revenue of 126.70 M AUD and earnings per share of 0.23 AUD.

Australian Ethical Investment Analyst Price Targets 2026

Converted at the current exchange rate, the Australian Ethical Investment share trades at 2.70 EUR (4.40 AUD).

The Australian Ethical Investment share (AEF.AX) is listed on 2 stock exchanges, including: Frankfurt (1OP.F), ASX (AEF.AX).

Australian Ethical Investment Ltd is an investment company based in Sydney that specializes in ethical responsible investing. The company was founded in 1986 and has expanded its influence across various sectors over the years. The business model of Australian Ethical Investment Ltd is based on the principle that investments should generate both financial returns and social benefits. The company believes that sustainability and ethical responsibility in business operations are important factors for long-term business success. Australian Ethical Investment Ltd offers its customers a wide range of investment solutions that aim to achieve positive impacts on the environment and society. This includes investments in renewable energy, healthcare, socially responsible companies, and many other areas. The company's proprietary investment strategies are based on strict investment guidelines, which ensure that no investments are made in areas harmful to the environment or society, such as fossil fuels and tobacco products. The company also offers a Self-Managed Super Fund (SMSF) investment product specifically tailored to the needs of customers who wish to manage their own pension plans. The product provides a wide range of options focused on ethical and sustainable investments. Additionally, the company supports its customers through personal advisory services, financial planning, and educational programs to ensure that customers can make the best investment decisions. Another important division of Australian Ethical Investment Ltd is asset management. The company manages assets worth over 5 billion AUD and offers its customers a wide range of investment opportunities based on their individual risk tolerance and investment goals. The company is also a strong advocate for ethical and sustainable behavior and works closely with organizations and nonprofit projects to achieve positive impacts on society. Australian Ethical Investment Ltd regularly supports projects focusing on environmental protection, social justice, and sustainable business practices. Overall, the business model of Australian Ethical Investment Ltd is based on a robust framework of ethical responsibility and sustainability. The company aims to help customers use their money in a way that generates both financial and social returns while having a positive impact on society and the environment.

The expected revenue of Australian Ethical Investment is 126.70 M AUD. This figure is based on current financial data and reflects the company's business performance.

The expected profit of Australian Ethical Investment is 26.19 M AUD. The net profit reflects the company's profitability after deducting all expenses.

The price-to-earnings ratio (P/E) of Australian Ethical Investment is currently 19.13. The P/E ratio compares the current share price to the earnings per share and helps investors assess the valuation of the Australian Ethical Investment stock.

The price-to-sales ratio (P/S) of Australian Ethical Investment is currently 3.95. The P/S ratio compares the market capitalization to the annual revenue and serves as a valuation metric for the Australian Ethical Investment stock.

The Eulerpool Quality Score for Australian Ethical Investment is 8/10.

The ISIN of Australian Ethical Investment is AU000000AEF4. The ISIN (International Securities Identification Number) is a globally unique identifier for securities.

The WKN of Australian Ethical Investment is 256479. The WKN (Wertpapierkennnummer) is a six-digit German security identification number.

The ticker of Australian Ethical Investment is AEF.AX. The ticker symbol is used to trade Australian Ethical Investment shares on the stock exchange.

Over the past 12 months, Australian Ethical Investment paid a dividend of 0.20 AUD . This corresponds to a dividend yield of about 4.55 %. For the coming 12 months, Australian Ethical Investment is expected to pay a dividend of 0.29 AUD.

The current dividend yield of Australian Ethical Investment is 4.55 %.

Australian Ethical Investment pays a dividend, distributed in the months of , , , .

Australian Ethical Investment paid dividends every year for the past 23 years.

For the upcoming 12 months, dividends amounting to 0.29 AUD are expected. This corresponds to a dividend yield of 6.62 %.

Australian Ethical Investment is assigned to the 'Finance' sector.

To receive the latest dividend of Australian Ethical Investment from amounting to 0.11 AUD, you needed to have the stock in your portfolio before the ex-date on .

The last dividend was paid out on .

In the year 2025, Australian Ethical Investment distributed 0.04 AUD as dividends.

The dividends of Australian Ethical Investment are distributed in AUD.

All fundamentals and in-depth analysis of Australian Ethical Investment

Our stock analysis for Australian Ethical Investment stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of Australian Ethical Investment. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.

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