Alaris Equity Partners Income Trust

TSX:AD.UN Stock Report

Market Cap: CA$850.8m

Alaris Equity Partners Income Trust Management

Management criteria checks 4/4

Alaris Equity Partners Income Trust's CEO is Steve King, appointed in Apr 2004, has a tenure of 20.67 years. total yearly compensation is CA$1.09M, comprised of 30.2% salary and 69.8% bonuses, including company stock and options. directly owns 1.9% of the company’s shares, worth CA$16.17M. The average tenure of the management team and the board of directors is 3.5 years and 7.2 years respectively.

Key information

Steve King

Chief executive officer

CA$1.1m

Total compensation

CEO salary percentage30.2%
CEO tenure20.7yrs
CEO ownership1.9%
Management average tenure3.5yrs
Board average tenure7.2yrs

Recent management updates

Recent updates

Alaris Equity Partners Income Trust (TSE:AD.UN) Is Paying Out A Dividend Of CA$0.34

Jun 23
Alaris Equity Partners Income Trust (TSE:AD.UN) Is Paying Out A Dividend Of CA$0.34

Alaris Equity Partners Income Trust's (TSE:AD.UN) Dividend Will Be CA$0.34

Mar 25
Alaris Equity Partners Income Trust's (TSE:AD.UN) Dividend Will Be CA$0.34

Alaris Equity Partners Income Trust (TSE:AD.UN) Is Paying Out A Larger Dividend Than Last Year

Jun 23
Alaris Equity Partners Income Trust (TSE:AD.UN) Is Paying Out A Larger Dividend Than Last Year

Alaris Equity Partners Income Trust (TSE:AD.UN) Has Announced That It Will Be Increasing Its Dividend To CA$0.34

Mar 23
Alaris Equity Partners Income Trust (TSE:AD.UN) Has Announced That It Will Be Increasing Its Dividend To CA$0.34

Alaris Equity Partners Income Trust Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Mar 12
Alaris Equity Partners Income Trust Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Alaris Equity Partners Income Trust (TSE:AD.UN) Will Pay A Dividend Of CA$0.33

Sep 22
Alaris Equity Partners Income Trust (TSE:AD.UN) Will Pay A Dividend Of CA$0.33

Here's Why We Think Alaris Equity Partners Income Trust (TSE:AD.UN) Is Well Worth Watching

Jun 15
Here's Why We Think Alaris Equity Partners Income Trust (TSE:AD.UN) Is Well Worth Watching

Should You Be Adding Alaris Equity Partners Income Trust (TSE:AD.UN) To Your Watchlist Today?

Mar 14
Should You Be Adding Alaris Equity Partners Income Trust (TSE:AD.UN) To Your Watchlist Today?

What You Can Learn From Alaris Equity Partners Income Trust's (TSE:AD.UN) P/E

Apr 29
What You Can Learn From Alaris Equity Partners Income Trust's (TSE:AD.UN) P/E

Is Alaris Equity Partners Income Trust's (TSE:AD.UN) 7.6% Dividend Sustainable?

Mar 23
Is Alaris Equity Partners Income Trust's (TSE:AD.UN) 7.6% Dividend Sustainable?

Alaris Equity Partners Income Trust (TSE:AD.UN) Shareholders Received A Total Return Of Negative 3.9% In The Last Five Years

Feb 16
Alaris Equity Partners Income Trust (TSE:AD.UN) Shareholders Received A Total Return Of Negative 3.9% In The Last Five Years

It Might Not Be A Great Idea To Buy Alaris Equity Partners Income Trust (TSE:AD.UN) For Its Next Dividend

Dec 26
It Might Not Be A Great Idea To Buy Alaris Equity Partners Income Trust (TSE:AD.UN) For Its Next Dividend

How Should Investors React To Alaris Equity Partners Income Trust's (TSE:AD.UN) CEO Pay?

Dec 23
How Should Investors React To Alaris Equity Partners Income Trust's (TSE:AD.UN) CEO Pay?

CEO Compensation Analysis

How has Steve King's remuneration changed compared to Alaris Equity Partners Income Trust's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2024n/an/a

CA$197m

Jun 30 2024n/an/a

CA$210m

Mar 31 2024n/an/a

CA$207m

Dec 31 2023CA$1mCA$330k

CA$138m

Sep 30 2023n/an/a

CA$132m

Jun 30 2023n/an/a

CA$99m

Mar 31 2023n/an/a

CA$109m

Dec 31 2022CA$3mCA$325k

CA$131m

Sep 30 2022n/an/a

CA$142m

Jun 30 2022n/an/a

CA$158m

Mar 31 2022n/an/a

CA$149m

Dec 31 2021CA$2mCA$300k

CA$144m

Sep 30 2021n/an/a

CA$129m

Jun 30 2021n/an/a

CA$111m

Mar 31 2021n/an/a

CA$86m

Dec 31 2020CA$1mCA$300k

CA$20m

Sep 30 2020n/an/a

-CA$28m

Jun 30 2020n/an/a

-CA$36m

Mar 31 2020n/an/a

-CA$18m

Dec 31 2019CA$1mCA$356k

CA$36m

Sep 30 2019n/an/a

CA$72m

Jun 30 2019n/an/a

CA$70m

Mar 31 2019n/an/a

CA$75m

Dec 31 2018CA$2mCA$363k

CA$61m

Sep 30 2018n/an/a

CA$54m

Jun 30 2018n/an/a

CA$13m

Mar 31 2018n/an/a

-CA$3m

Dec 31 2017CA$848kCA$340k

CA$12m

Compensation vs Market: Steve's total compensation ($USD760.31K) is below average for companies of similar size in the Canadian market ($USD1.18M).

Compensation vs Earnings: Steve's compensation has been consistent with company performance over the past year.

CEO

Steve King

20.7yrs

Tenure

CA$1,092,600

Compensation

Mr. Stephen Walter King, also known as Steve, CFA, serves as Director of Amur Financial Group Inc. He has been the Chief Executive Officer and President at Alaris Equity Partners Income Trust (formerly kno...

Leadership Team

NamePositionTenureCompensationOwnership
Stephen King
CEO, President & Director20.7yrsCA$1.09m1.9%
CA$ 16.2m
Amanda Frazer
Chief Financial Officer3.1yrsCA$577.60k0.060%
CA$ 510.7k
Gregg Delcourt
Chief Investment Officer3.1yrsCA$662.60k0.14%
CA$ 1.2m
Michael Ervin
Chief Legal Officer & Corporate Secretary8.1yrsCA$642.60k0.14%
CA$ 1.2m
Daniel MacEachern
Senior Vice President of Investments5.6yrsCA$447.60k0.068%
CA$ 581.6k
LiAnn Wen
Manager of Corporate Communications3.9yrsno datano data
Curtis Krawetz
Senior Vice President of Investmentsno dataCA$689.42k0.14%
CA$ 1.2m
Elizabeth McCarthy
Senior Vice President of Legal2.1yrsno data0.035%
CA$ 294.3k
Deanne Erker
Controller2.9yrsno datano data
Shawn Ostrow
Director of Business Development5.6yrsno data0.028%
CA$ 239.8k
Marla Evans
Director of Taxno datano data0.060%
CA$ 511.0k
Aaron Potter
Vice President of Investmentsless than a yearno datano data

3.5yrs

Average Tenure

Experienced Management: AD.UN's management team is considered experienced (3.5 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Stephen King
CEO, President & Director16.4yrsCA$1.09m1.9%
CA$ 16.2m
Robert Bertram
Independent Trustee9.9yrsCA$144.71k0.14%
CA$ 1.2m
E. Shier
Independent Trustee16.4yrsCA$144.71k0.071%
CA$ 607.7k
Peter Grosskopf
Independent Chairman1.6yrsCA$31.64k0.022%
CA$ 187.0k
Kimberley Lynch Proctor
Independent Director3.2yrsCA$144.71k0.039%
CA$ 329.8k
Sophia Langlois
Independent Trustee4.4yrsCA$149.71k0.044%
CA$ 377.1k

7.2yrs

Average Tenure

59yo

Average Age

Experienced Board: AD.UN's board of directors are considered experienced (7.2 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 08:44
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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

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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.

AnalystInstitution
Trevor ReynoldsAcumen Capital Finance Partners Limited
Christopher MurrayATB Capital Markets
Scott ChanCanaccord Genuity