AD.UN Stock Overview A private equity firm specializing in management buyouts, growth capital, lower & middle market, later stage, industry consolidation, growth capital, and mature investments. More details
Rewards Risk Analysis See All Risk Checks Capture your thoughts, links and company narrative
Alaris Equity Partners Income Trust Competitors Price History & Performance
Summary of share price highs, lows and changes for Alaris Equity Partners Income Trust Historical stock prices Current Share Price CA$18.70 52 Week High CA$19.97 52 Week Low CA$15.08 Beta 2.06 1 Month Change -5.56% 3 Month Change 6.98% 1 Year Change 12.85% 3 Year Change -1.94% 5 Year Change -16.03% Change since IPO 120.00%
Recent News & Updates
Alaris Equity Partners Income Trust Declares Fourth Quarter of 2024 Distribution, Payable on January 15, 2025 Dec 20
Insider recently sold CA$103k worth of stock Dec 12
Price target increased by 10% to CA$24.60 Dec 11
New major risk - Revenue and earnings growth Nov 06
Third quarter 2024 earnings: EPS and revenues exceed analyst expectations Nov 06
Alaris Equity Partners Income Trust to Report Q3, 2024 Results on Nov 05, 2024 Oct 02 See more updates
Alaris Equity Partners Income Trust Declares Fourth Quarter of 2024 Distribution, Payable on January 15, 2025 Dec 20
Insider recently sold CA$103k worth of stock Dec 12
Price target increased by 10% to CA$24.60 Dec 11
New major risk - Revenue and earnings growth Nov 06
Third quarter 2024 earnings: EPS and revenues exceed analyst expectations Nov 06
Alaris Equity Partners Income Trust to Report Q3, 2024 Results on Nov 05, 2024 Oct 02
Second quarter dividend of CA$0.34 announced Sep 22
Alaris Equity Partners Income Trust Declares Distribution for the Third Quarter of 2024, Payable on October 15, 2024 Sep 18
Consensus EPS estimates increase by 48%, revenue downgraded Aug 08
Second quarter 2024 earnings: Revenues miss analyst expectations Aug 04
Alaris Equity Partners Income Trust to Report Q2, 2024 Results on Aug 01, 2024 Jul 19
Consensus EPS estimates fall by 14% Jul 11
Alaris Equity Partners Income Trust (TSE:AD.UN) Is Paying Out A Dividend Of CA$0.34 Jun 23
First quarter dividend of CA$0.34 announced Jun 23
Alaris Equity Partners Income Trust Declares Second Quarter Distribution, Payable on July 15, 2024 Jun 19
Consensus EPS estimates increase by 35%, revenue downgraded May 16
First quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behind May 10
Alaris Equity Partners Income Trust to Report Q1, 2024 Results on May 09, 2024 Apr 04
Alaris Equity Partners Income Trust's (TSE:AD.UN) Dividend Will Be CA$0.34 Mar 25
Fourth quarter dividend of CA$0.34 announced Mar 25
Alaris Equity Partners Income Trust Declares Distribution for the First Quarter of 2024, Payable on April 15, 2024 Mar 22
Full year 2023 earnings: EPS exceeds analyst expectations Mar 15
Alaris Equity Partners Income Trust, Annual General Meeting, May 10, 2024 Feb 24
Alaris Equity Partners Income Trust to Report Q4, 2023 Results on Mar 14, 2024 Feb 02
Insufficient new directors Dec 24
Alaris Equity Partners Income Trust Declares Distribution for the Fourth Quarter of 2023, Payable on January 15, 2024 Dec 21
New minor risk - Financial position Nov 13
Consensus revenue estimates increase by 13% Nov 11
New major risk - Revenue and earnings growth Nov 10
Alaris Equity Partners Income Trust to Report Q3, 2023 Results on Nov 08, 2023 Oct 05
Alaris Equity Partners Income Trust Declares Third Quarter of 2023 Distribution, Payable on October 16, 2023 Sep 20
New major risk - Revenue and earnings growth Aug 04
Second quarter 2023 earnings: EPS exceeds analyst expectations Aug 03
Alaris Equity Partners Income Trust to Report Q2, 2023 Results on Aug 02, 2023 Jul 07
Alaris Equity Partners Income Trust (TSE:AD.UN) Is Paying Out A Larger Dividend Than Last Year Jun 23
Consensus EPS estimates fall by 14% May 16
Alaris Equity Partners Income Trust Appoints Peter Grosskopf as Trustee May 11
First quarter 2023 earnings: EPS and revenues miss analyst expectations May 11
Senior Vice President of Investments recently sold CA$202k worth of stock Mar 27
Alaris Equity Partners Income Trust (TSE:AD.UN) Has Announced That It Will Be Increasing Its Dividend To CA$0.34 Mar 23
Upcoming dividend of CA$0.34 per share at 8.1% yield Mar 23
Consensus EPS estimates fall by 12% Mar 16
Alaris Equity Partners Income Trust Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next Mar 12
Full year 2022 earnings: EPS and revenues exceed analyst expectations Mar 10
Insider recently sold CA$192k worth of stock Feb 20
Alaris Equity Partners Income Trust to Report Fiscal Year 2022 Results on Mar 09, 2023 Feb 02
Alaris Equity Partners Income Trust Declares Distribution for the Fourth Quarter of 2022, Payable on January 16, 2023 Dec 21
Third quarter 2022 earnings: EPS and revenues exceed analyst expectations Nov 11
Alaris Equity Partners Income Trust Announce an Annualized Distribution Increase Nov 10
Alaris Equity Partners Income Trust to Report Q3, 2022 Results on Nov 09, 2022 Oct 12
Stewart Information Services Corporation (NYSE:STC) acquired FNC Title Services, LLC from Alaris Equity Partners Income Trust (TSX:AD.UN) and others. Oct 05
Alaris Equity Partners Income Trust (TSE:AD.UN) Will Pay A Dividend Of CA$0.33 Sep 22
Alaris Equity Partners Income Trust Declares Distribution for the Third Quarter of 2022, Payable on October 17, 2022 Sep 20
Independent Chairman recently sold CA$2.8m worth of stock Aug 24
Second quarter 2022 earnings: EPS misses analyst expectations Aug 11
Price target decreased to CA$22.42 Aug 10
Alaris Equity Partners Income Trust Expects Revenue for the Third Quarter 2022 Aug 10
Alaris Equity Partners Income Trust to Report Q2, 2022 Results on Aug 09, 2022 Jul 12
Alaris Equity Partners Income Trust Declares Distribution for the Second Quarter of 2022, Payable on July 15, 2022 Jun 18
Here's Why We Think Alaris Equity Partners Income Trust (TSE:AD.UN) Is Well Worth Watching Jun 15
Independent Director recently bought CA$90k worth of stock May 12
Alaris Equity Partners Income Trust Appoints Jay Ripley as A Trustee May 08
First quarter 2022 earnings: EPS and revenues exceed analyst expectations May 06
Alaris Equity Partners Income Trust to Report Q1, 2022 Results on May 05, 2022 Apr 06
CEO, President & Director recently sold CA$206k worth of stock Mar 30
Should You Be Adding Alaris Equity Partners Income Trust (TSE:AD.UN) To Your Watchlist Today? Mar 14
Full year 2021 earnings: EPS and revenues exceed analyst expectations Mar 12
Alaris Equity Partners Income Trust, Annual General Meeting, May 06, 2022 Feb 17
Third quarter 2021 earnings released: EPS CA$1.03 (vs CA$0.80 in 3Q 2020) Nov 12
Chief Financial Officer recently sold CA$144k worth of stock Aug 15
CEO, President & Director exercised options and sold CA$444k worth of stock Aug 15
Second quarter 2021 earnings released: EPS CA$0.65 (vs CA$0.099 in 2Q 2020) Jul 31
Upcoming dividend of CA$0.31 per share Jun 22
First quarter 2021 earnings released May 09
What You Can Learn From Alaris Equity Partners Income Trust's (TSE:AD.UN) P/E Apr 29
Chief Financial Officer exercised options to buy CA$127k worth of stock. Mar 25
Is Alaris Equity Partners Income Trust's (TSE:AD.UN) 7.6% Dividend Sustainable? Mar 23
Upcoming Dividend of CA$0.31 Per Share Mar 23
Alaris Equity Partners Income Trust Declares Distribution for the First Quarter of 2021, Payable on April 15, 2021 Mar 18
Full year 2020 earnings released: EPS CA$0.56 (vs CA$0.99 in FY 2019) Mar 11
Revenue and earnings beat expectations Mar 11
Price target raised to CA$19.17 Mar 10
Alaris Equity Partners Income Trust has completed a Follow-on Equity Offering in the amount of CAD 85 million. Mar 05
Alaris Equity Partners Income Trust to Report Fiscal Year 2020 Results on Mar 09, 2021 Mar 02
Alaris Equity Partners Income Trust (TSE:AD.UN) Shareholders Received A Total Return Of Negative 3.9% In The Last Five Years Feb 16
New 90-day high: CA$16.54 Jan 27
Independent Chairman recently bought CA$2.6m worth of stock Jan 23
New 90-day high: CA$16.19 Jan 09
It Might Not Be A Great Idea To Buy Alaris Equity Partners Income Trust (TSE:AD.UN) For Its Next Dividend Dec 26
Upcoming Dividend of CA$0.31 Per Share Dec 23
How Should Investors React To Alaris Equity Partners Income Trust's (TSE:AD.UN) CEO Pay? Dec 23
Price target raised to CA$17.75 Dec 12
Alaris Equity Partners Income Trust has completed a Follow-on Equity Offering in the amount of CAD 40.0125 million. Dec 10
New 90-day high: CA$15.42 Dec 10
New 90-day high: CA$13.68 Nov 11
Third quarter 2020 earnings released: EPS CA$0.80 Nov 08
Revenue and earnings beat expectations Nov 08
Vice President of Business Development recently bought CA$75k worth of stock Oct 16
New 90-day low: CA$11.48 Sep 24 Shareholder Returns AD.UN CA Capital Markets CA Market 7D -2.7% -3.5% -2.6% 1Y 12.9% 51.4% 15.2%
See full shareholder returns
Return vs Market: AD.UN underperformed the Canadian Market which returned 15.2% over the past year.
Price Volatility Is AD.UN's price volatile compared to industry and market? AD.UN volatility AD.UN Average Weekly Movement 2.6% Capital Markets Industry Average Movement 5.4% Market Average Movement 8.1% 10% most volatile stocks in CA Market 17.3% 10% least volatile stocks in CA Market 2.9%
Stable Share Price: AD.UN has not had significant price volatility in the past 3 months compared to the Canadian market.
Volatility Over Time: AD.UN's weekly volatility (3%) has been stable over the past year.
About the Company Alaris Equity Partners Income Trust is a private equity firm specializing in management buyouts, growth capital, lower & middle market, later stage, industry consolidation, growth capital, and mature investments. The firm does not invest in turnarounds and start-ups. It prefers to invest in the companies based in all industries except for those with a declining asset base, such as oil and gas resource companies, or any industry that carry the risk of obsolescence such as high tech and focuses on business services, professional services, information services, healthcare services, distribution & logistics, industrials, consulting services, consumer products and construction related services.
Show more Alaris Equity Partners Income Trust Fundamentals Summary How do Alaris Equity Partners Income Trust's earnings and revenue compare to its market cap? AD.UN fundamental statistics Market cap CA$850.82m Earnings (TTM ) CA$197.21m Revenue (TTM ) CA$198.46m
Earnings & Revenue Key profitability statistics from the latest earnings report (TTM) AD.UN income statement (TTM ) Revenue CA$198.46m Cost of Revenue CA$0 Gross Profit CA$198.46m Other Expenses CA$1.25m Earnings CA$197.21m
Last Reported Earnings
Sep 30, 2024
Earnings per share (EPS) 4.33 Gross Margin 100.00% Net Profit Margin 99.37% Debt/Equity Ratio 6.1%
How did AD.UN perform over the long term?
See historical performance and comparison Dividends
7.3% Current Dividend Yield
Company Analysis and Financial Data Status Data Last Updated (UTC time) Company Analysis 2024/12/22 01:37 End of Day Share Price 2024/12/20 00:00 Earnings 2024/09/30 Annual Earnings 2023/12/31
Data Sources The data used in our company analysis is from S&P Global Market Intelligence LLC . The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
Package Data Timeframe Example US Source * Company Financials 10 years Income statement Cash flow statement Balance sheet Analyst Consensus Estimates +3 years Forecast financials Analyst price targets Market Prices 30 years Stock prices Dividends, Splits and Actions Ownership 10 years Top shareholders Insider trading Management 10 years Leadership team Board of directors Key Developments 10 years
* example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here .
Analysis Model and Snowflake Details of the analysis model used to generate this report is available on our Github page , we also have guides on how to use our reports and tutorials on Youtube .
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .
Analyst Sources Alaris Equity Partners Income Trust is covered by 15 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
Analyst Institution Trevor Reynolds Acumen Capital Finance Partners Limited Christopher Murray ATB Capital Markets Scott Chan Canaccord Genuity
Show 12 more analysts 
