Australian Ethical Investment Share Price and Company Fundamentals



Price
$4.585
Change
-0.055 (-1.185%)
52 week range
4.49 - 8.31

Last traded: Today at 3:23 AM

Australian Ethical Investment Ltd is a publicly owned investment manager. The firm launches and manages equity, fixed income, and balanced mutual funds for its clients. It invests in the public equity and fixed income markets across the globe. The firm invests in education, energy, electricity transmission & distribution, government, health & wellbeing, food production, telecommunications, transport, recycling and waste management, sustainable products & materials, Information technology, software and professional services, media, property, recreation financial services. The firm employs fundamental analysis to create its portfolios. Australian Ethical Investment Ltd was founded in 1986 and is based in Sydney, Australia.

Key Metrics

PE ratio

25.47

PB ratio

12.84

Dividend yield

3.02%

Beta

1.49

Market cap

$521.91M

Enterprise value

$489.61M

Company profile

Industry / Sector Asset Management / Financial Services
Full time employees 138
Website https://www.australianethical.com.au
Mailing address Level 8 130 Pitt Street Sydney NSW NSW 2000 Australia
Phone / Fax 61 2 7229 0499 / 61 2 6201 1987

Dividends

More: Australian Ethical Investment Dividend history, yield and payout ratio

Dividend yield

3.02%

Dividend amount

$0.14

Payout ratio

62.01%

5Y Avg. yield

-%

Australian Ethical Investment paid $0.14 dividend and the ex-dividend date was 03 Sep 2025.The dividend payout ratio is 62.01%. The dividend payout ratio is defined as the amout of dividend paid divided by the earnings of the company.AEF dividend payout ratio is less than 70. This is ideal as it gives company room to grow the dividends and also the excess earnings can be invested in company for growth.

Company Executives

As of Feb 2026, following are the company executives and directors listed on Australian Ethical Investment.

Name Title Age Total Pay
Mr. John Paul McMurdo M.B.A. CEO, MD & Director
Mr. Mark Simons C.A. Chief Financial Officer
Mr. Ludovic Theau Chief Investment Officer
Ms. Maria Loyez Chief Customer Officer
Ms. Karen Hughes A.C.A., B.Sc. Chief Risk Officer & Company Secretary
Mr. Anthony Lane B.Com., L.L.M. Chief Operating Officer
Eveline Moos B.Com. Chief People & Culture Officer
Mr. John Woods C.F.A. Deputy Chief Investment Officer & Head of Multi Assets
Mr. Clinton Leong Head of Investment Business Management
Ms. Alison George B.A., C.A. Chief Impact & Ethics Officer

Profitability and management effectiveness

Profit margin

16.92%

Operating margin

33.16%

Return on assets

38.85%

Return on equity

57.22%

Profitability ratios are a class of financial metrics that are used to assess a business's ability to generate earnings relative to its revenue, operating costs, balance sheet assets, and shareholders' equity over time, using data from a specific point in time.

The return on equity signifies how well the management is running the company in terms of capital management. The ideal return on equity is greater than 10%. The return on equity is calculated as net income divided by total share holders equity.

Valuation and Trading Info

The market capitalization of Australian Ethical Investment is 521.91M and its enterprise value is 489.61M. The enterprise value to revenue ratio of AEF is 4.10. The enterprise value to EBITDA ratio of AEF is 12.87.

The AEF's stocks Beta value is 1.49 making it 49% more volatile compared to ASX market index. Technology stocks and small caps tend to have higher betas than the market benchmark. This indicates that adding the stock to a portfolio will increase the portfolio’s risk, but also increase its expected return. On the other hand utility stocks often have low betas because they tend to move more slowly than market averages.

Companies similar to Australian Ethical Investment (AEF)

Australian Ethical Investment (ASX:AEF) Frequently Asked Questions

1. What is Australian Ethical Investment's Stock Symbol?

Australian Ethical Investment trades on ASX under the ticker symbol "AEF".

2. What is Australian Ethical Investment's stock price today?

One share of AEF stock can currently be purchased for approximately $4.585.

3. How can I contact Australian Ethical Investment?

Australian Ethical Investment's mailing address is Level 8 130 Pitt Street Sydney NSW NSW 2000 Australia. The company can be reached via phone at 61 2 7229 0499.

4. What is Australian Ethical Investment's official website?

The official website of Australian Ethical Investment is https://www.australianethical.com.au.