Alaris Equity Partners Income Trust (AD.UN) Stock Price, News & Analysis (TSE:AD.UN) C$15.61 +0.03 (+0.19%) (As of 12/5/2023 ET) Add Compare Share Share Today's RangeC$15.52▼C$15.6850-Day RangeC$12.58▼C$15.6452-Week RangeC$12.56▼C$18.83Volume43,984 shsAverage Volume64,595 shsMarket CapitalizationC$710.26 millionP/E Ratio5.54Dividend Yield8.71%Price TargetC$20.60 Stock AnalysisStock AnalysisAnalyst ForecastsChartCompetitorsDividendHeadlinesInsider TradesStock AnalysisAnalyst ForecastsChartCompetitorsDividendHeadlinesInsider Trades Alaris Equity Partners Income Trust (AD.UN) MarketRank™ Stock AnalysisAnalyst RatingModerate Buy2.67 Rating ScoreUpside/Downside32.0% UpsideC$20.60 Price TargetShort InterestN/ADividend StrengthModerateBased on Four FactorsSustainabilityN/ANews SentimentN/AInsider TradingN/AProj. Earnings GrowthN/ASee Full Details Hide Full Details Overall MarketRank™MarketRank is calculated as an average of available category scores, with extra weight given to analysis and valuation.2.79 out of 5 stars 3.3 Analyst's Opinion Consensus RatingAlaris Equity Partners Income Trust (AD.UN) has received a consensus rating of Moderate Buy. The company's average rating score is 2.67, and is based on 2 buy ratings, 1 hold rating, and no sell ratings.Price Target Upside/DownsideAccording to analysts' consensus price target of C$20.60, Alaris Equity Partners Income Trust (AD.UN) has a forecasted upside of 32.0% from its current price of C$15.61.Amount of Analyst CoverageAlaris Equity Partners Income Trust (AD.UN) has only been the subject of 2 research reports in the past 90 days. Previous Next N/A Short Interest Short InterestThere is no current short interest data available for AD.UN. Previous Next 2.5 Dividend Strength Dividend LeadershipAlaris Equity Partners Income Trust (AD.UN) is a leading dividend payer. It pays a dividend yield of 9.01%, putting its dividend yield in the top 25% of dividend-paying stocks.Dividend GrowthAlaris Equity Partners Income Trust (AD.UN) does not have a long track record of dividend growth.Dividend CoverageThe dividend payout ratio of Alaris Equity Partners Income Trust (AD.UN) is 48.23%. This payout ratio is at a healthy, sustainable level, below 75%. Previous Next N/A Sustainability and ESG Overall ESG (Environmental, Social, and Governance) ScoreThere is no current Upright™ data available for AD.UN. Previous Next 3.5 News and Social Media Coverage News SentimentAlaris Equity Partners Income Trust (AD.UN) has a news sentiment score of 1.38. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a higher news sentiment than the 0.45 average news sentiment score of Finance companies.News Coverage This WeekMarketBeat has tracked 1 news article for Alaris Equity Partners Income Trust (AD.UN) this week, compared to 0 articles on an average week.Search Interest1 people have searched for AD.UN on MarketBeat in the last 30 days. MarketBeat FollowsOnly 2 people have added Alaris Equity Partners Income Trust (AD.UN) to their MarketBeat watchlist in the last 30 days. This is a decrease of 0% compared to the previous 30 days. Previous Next 0.0 Company Ownership Insider Buying vs. Insider SellingIn the past three months, Alaris Equity Partners Income Trust (AD.UN) insiders have not sold or bought any company stock.Percentage Held by InsidersOnly 3.17% of the stock of Alaris Equity Partners Income Trust (AD.UN) is held by insiders.Percentage Held by InstitutionsOnly 6.61% of the stock of Alaris Equity Partners Income Trust (AD.UN) is held by institutions. Previous Next 3.1 Earnings and Valuation Price to Earnings Ratio vs. the MarketThe P/E ratio of Alaris Equity Partners Income Trust (AD.UN) is 5.54, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 118.64.Price to Earnings Ratio vs. SectorThe P/E ratio of Alaris Equity Partners Income Trust (AD.UN) is 5.54, which means that it is trading at a less expensive P/E ratio than the Finance sector average P/E ratio of about 49.54.Price to Earnings Growth RatioAlaris Equity Partners Income Trust (AD.UN) has a PEG Ratio of 0.80. PEG Ratios below 1 indicate that a company could be undervalued.Price to Book Value per Share RatioAlaris Equity Partners Income Trust (AD.UN) has a P/B Ratio of 0.75. P/B Ratios below 1 indicate that a company could be undervalued with respect to its assets and liabilities. Previous Next See Top Rated MarketRank™ Stocks Here About Alaris Equity Partners Income Trust (AD.UN) Stock (TSE:AD.UN)Alaris Royalty Corp. 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, consumer products. The firm seeks to invest in companies raising capital for a partial liquidity, generational transfer, recapitalization, and growth and who do not want to give up control or chance the added risk that comes with high leverage levels. It prefers to invest in companies that are mostly individual or family controlled. The firm typically provides alternative financing for a diversified group of private businesses ("Private Company Partners") in exchange for royalties or distributions from the Private Company Partners, with the principal objective of generating stable and predictable cash flows for dividend payments to its shareholders. It seeks to invest in the companies based in Europe, North America with the focus on Canada, and United States. It typically invests between $5 million and $100 million in companies with an enterprise values between $10 million and $400 million and EBITDA between $5 million and $50 million, historical EBITDA in excess of $10 million, and Low levels of debt and capital expenditure. The firm also makes small cap investments upto $20 million in private companies that have historical EBITDA in excess of $2 million. However, for larger companies, transactions can be structured to include additional investments. The firm seeks to invest in industries that do not experience large cyclical swings. It does not own any shares and does not require board representation. The firm invests through balance sheet and seeks equity dividend distribution from portfolios. It prefers to make non control equity, minority and majority investments in its portfolio companies. Alaris Royalty Corp. was founded in 2008 and is based in Calgary, Canada.Read More AD.UN Stock Price History View Price History Chart DataSkip Price History Chart 30 days | 90 days | 365 days | Advanced Chart AD.UN Stock News HeadlinesDecember 5, 2023 | americanbankingnews.comAlaris Equity Partners Income Trust (AD.UN) (TSE:AD.UN) Shares Cross Above Two Hundred Day Moving Average of $14.76November 25, 2023 | americanbankingnews.comAlaris Equity Partners Income Trust (AD.UN) (TSE:AD.UN) Share Price Crosses Above 200-Day Moving Average of $14.83December 5, 2023 | Edge On The Street (Ad)The Strategic Gold Play You Haven't Heard AboutExperts recommend adding gold to your portfolio, but in what form? Some savvy investors are now rejecting coins and mining stocks in favor of a unique gold investment alternative. It holds explosive growth potential similar to a junior gold stock -- but with less risk exposure. November 17, 2023 | seekingalpha.comAlaris: Multiple Levels Of Buffer For This 9.5% YielderNovember 9, 2023 | morningstar.comAlaris Equity Partners Income Trust UnitsSeptember 1, 2023 | finanznachrichten.deAlaris Equity Partners Income Trust: Alaris Equity Partners Announces an Investment of US$59.5 Million into a New PartnerAugust 17, 2023 | msn.comAlaris: A 9% Yield Worth Biting OnAugust 3, 2023 | theglobeandmail.comAlaris Equity Partners Income Trust Releases 2023 Second Quarter ResultsDecember 5, 2023 | Financial Alphas (Ad)Countries Are Investing Heavily Into Securing Energy IndependenceThere's a worldwide "arms race" for countries to secure lithium - the critical metal essential to powering the world's green energy transition. While the U.S. is now investing heavily into lithium production, the North American supply chain has fallen far behind. One company is on a mission to change that and make a previously remote area the next great lithium mining hub.July 13, 2023 | ca.finance.yahoo.comInvest in These TFSA Stocks to Retire on Your Own TermsMay 23, 2023 | finance.yahoo.comAlaris Announces TSX Acceptance of Normal Course Issuer BidMay 19, 2023 | theglobeandmail.comClosing Bell: Alaris Equity Partners Income Trust down on Friday (AD-UN)May 15, 2023 | theglobeandmail.comClosing Bell: Alaris Equity Partners Income Trust down on Monday (AD-UN)May 11, 2023 | finance.yahoo.comAlaris Equity Partners Income Trust Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowApril 19, 2023 | theglobeandmail.comClosing Bell: Alaris Equity Partners Income Trust down on Tuesday (AD-UN)April 15, 2023 | theglobeandmail.comClosing Bell: Alaris Equity Partners Income Trust up on Friday (AD-UN)April 14, 2023 | theglobeandmail.comClosing Bell: Alaris Equity Partners Income Trust up on Thursday (AD-UN)April 12, 2023 | fool.caTSX:AD.UN (Alaris Equity Partners Income Trust)April 12, 2023 | theglobeandmail.comClosing Bell: Alaris Equity Partners Income Trust up on Tuesday (AD-UN)April 11, 2023 | theglobeandmail.comClosing Bell: Alaris Equity Partners Income Trust up on Monday (AD-UN)April 6, 2023 | theglobeandmail.comClosing Bell: Alaris Equity Partners Income Trust down on Thursday (AD-UN)April 6, 2023 | benzinga.comAlaris Equity Partners Announces Timing of 2023 Q1 Financial Results, Conference Call and WebcastApril 6, 2023 | theglobeandmail.comClosing Bell: Alaris Equity Partners Income Trust down on Wednesday (AD-UN)March 25, 2023 | finance.yahoo.comBe Sure To Check Out Alaris Equity Partners Income Trust (TSE:AD.UN) Before It Goes Ex-DividendJanuary 16, 2023 | seekingalpha.comAlaris Equity: Solid 8% Plays For The Canadian Income InvestorJanuary 1, 2023 | msn.comTFSA: Invest $40,000 in These 2 Stocks and Get $240 in Passive IncomeDecember 24, 2022 | finance.yahoo.comAlaris Equity Partners Income Trust (TSE:AD.UN) Is Paying Out A Larger Dividend Than Last YearSee More Headlines Receive AD.UN Stock News and Ratings via Email Sign-up to receive the latest news and ratings for Alaris Equity Partners Income Trust (AD.UN) and its competitors with MarketBeat's FREE daily newsletter. Email Address Industry, Sector and Symbol Stock ExchangeTSE Industry Credit Services Sub-IndustryN/A SectorFinance Current SymbolTSE:AD.UN CUSIPN/A CIKN/A Webwww.alarisequitypartners.com Phone+1-403-2280873FaxN/AEmployees14Year FoundedN/APrice Target and Rating Average Stock Price TargetC$20.60 High Stock Price TargetC$24.50 Low Stock Price TargetC$16.00 Potential Upside/Downside+32.2%Consensus RatingModerate Buy Rating Score (0-4)2.67 Research Coverage3 Analysts Profitability EPS (Most Recent Fiscal Year)C$2.82 Trailing P/E Ratio5.52 Forward P/E Ratio8.03 P/E Growth0.8Net IncomeC$132.21 million Net Margins58.04% Pretax MarginN/A Return on Equity14.39% Return on Assets8.06% Debt Debt-to-Equity Ratio44.42 Current Ratio0.37 Quick Ratio2.36 Sales & Book Value Annual SalesC$227.80 million Price / Sales3.11 Cash FlowC$0.55 per share Price / Cash Flow28.23 Book ValueC$20.90 per share Price / Book0.75Miscellaneous Outstanding Shares45,500,000Free FloatN/AMarket CapC$708.89 million OptionableNot Optionable Beta1.96 10 Best Stocks to Own in 2024Click the link below and we'll send you MarketBeat's list of the 10 best stocks to own in 2024 and why they should be in your portfolio. Get This Free Report Key ExecutivesMr. Stephen Walter King CFACEO, Pres & DirectorMr. Darren Driscoll CAChief Financial OfficerMr. Michael Donald ErvinChief Legal Officer & Corp. Sec.Mr. Gregg Delcourt C.F.A.CFA, Sr. VP of Small Cap InvestmentsMs. Amanda FrazerVP of InvestmentsKey CompetitorsBMO Equal Weight US Banks Index ETFTSE:ZBKCanopy RiversCVE:RIVAGF ManagementTSE:AGF.BGluskin Sheff + AssociatesTSE:GSHarvest Tech Achievers Growth & Income ETFTSE:HTAView All CompetitorsInsidersJordan Lee PrimeauSold 1,600 sharesTotal: C$27,200.00 ($17.00/share)View All Insider Transactions AD.UN Stock Analysis - Frequently Asked Questions Should I buy or sell Alaris Equity Partners Income Trust (AD.UN) stock right now? 3 Wall Street equities research analysts have issued "buy," "hold," and "sell" ratings for Alaris Equity Partners Income Trust (AD.UN) in the last year. There are currently 1 hold rating and 2 buy ratings for the stock. The consensus among Wall Street equities research analysts is that investors should "moderate buy" AD.UN shares. View AD.UN analyst ratings or view top-rated stocks. What is Alaris Equity Partners Income Trust (AD.UN)'s stock price target for 2024? 3 Wall Street analysts have issued 12-month price targets for Alaris Equity Partners Income Trust (AD.UN)'s stock. Their AD.UN share price targets range from C$16.00 to C$24.50. On average, they expect the company's share price to reach C$20.60 in the next twelve months. This suggests a possible upside of 32.0% from the stock's current price. View analysts price targets for AD.UN or view top-rated stocks among Wall Street analysts. How have AD.UN shares performed in 2023? Alaris Equity Partners Income Trust (AD.UN)'s stock was trading at C$16.04 on January 1st, 2023. Since then, AD.UN stock has decreased by 2.7% and is now trading at C$15.61. View the best growth stocks for 2023 here. How often does Alaris Equity Partners Income Trust (AD.UN) pay dividends? What is the dividend yield for Alaris Equity Partners Income Trust (AD.UN)? Alaris Equity Partners Income Trust (AD.UN) announced a quarterly dividend on Thursday, June 29th. Stockholders of record on Monday, July 17th will be given a dividend of 0.34 per share on Monday, July 17th. This represents a $1.36 annualized dividend and a dividend yield of 8.71%. The ex-dividend date of this dividend is Thursday, June 29th. This is a positive change from the stock's previous quarterly dividend of C$0.33. Read our dividend analysis for AD.UN. Is Alaris Equity Partners Income Trust (AD.UN) a good dividend stock? Alaris Equity Partners Income Trust (AD.UN) (TSE:AD.UN) pays an annual dividend of C$1.36 per share and currently has a dividend yield of 9.01%. AD.UN has a dividend yield higher than 75% of all dividend-paying stocks, making it a leading dividend payer. The dividend payout ratio is 48.23%. This payout ratio is at a healthy, sustainable level, below 75%. Read our dividend analysis for AD.UN. How do I buy shares of Alaris Equity Partners Income Trust (AD.UN)? Shares of AD.UN stock and other Canadian stocks can be purchased through an online brokerage account. Popular online brokerages with access to the Canadian stock market include BMO InvestorLine, CIBC Investor's Edge, Desjardins Online Brokerage, HSBC InvestDirect, Laurentian Bank Discount Brokerage, National Bank Direct Brokerage, Qtrade Investor, Questrade, RBC Direct Investing, Scotia iTrade, TD Direct Investing, and Virtual Brokers.Compare Top Brokerages Here. This page (TSE:AD.UN) was last updated on 12/5/2023 by MarketBeat.com Staff Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. 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