Alaris Equity Partners Income Trust has shown mixed performance recently, with a slight decline in the past week but a notable year-to-date gain.
This week, Alaris Equity Partners Income Trust (AD.UN.TO) closed at C$25.64, reflecting a 0.39% decrease on the day and a 0.19% dip over the week. Despite these minor setbacks, the stock has appreciated 1.63% over the past month and boasts an impressive 23.86% increase year-to-date.
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Alaris Equity Partners Income Trust
AD-UN.TO
AD-UN.TO
Alaris Equity Partners Income Trust
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Market cap
$1.17B
P/E
7.8x
Div. yield
5.67%
Div. / share
$1.46
52W high
$26.31
52W low
$16.88
1W change
-0.19%
Beta
1.44
Analyst Price Targets
Based on analyst covering AD-UN
Wall Street analysts forecast AD-UN stock price to rise 14.4% over the next 12 months.
Consensus
Moderately BullishBased on avg. target vs last close (formal rating unavailable for Canadian listings)
Avg. Target
C$29.34
+14.4% Upside
Current Price
C$25.64
Last close
Analyst ratings and price targets are updated periodically. Not financial advice.
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Wealth Awesome Price Forecast
WA ModelStatistical 90-day price range based on AD-UN's historical volatility
30-Day Vol
20.0%
Annualized
90-Day Vol
16.5%
Annualized
Trend (90d)
+41.5%
Annualized drift
90d Mean
C$29.73
Expected price
| Horizon | Expected | 68% Range (1σ) |
|---|---|---|
| 30 trading days | C$26.94 | C$25.14 – C$28.86 |
| 60 trading days | C$28.30 | C$25.67 – C$31.20 |
| 90 trading days | C$29.73 | C$26.38 – C$33.51 |
Methodology: Range is calculated using 30-day realized volatility via geometric Brownian motion (log-normal model). 68% band = ±1σ, 95% band = ±2σ. This is a statistical model, not a prediction. Past volatility does not guarantee future results. Not financial advice.
Investor takeaway: While the recent price action might raise some concerns, Alaris Equity Partners continues to demonstrate strong fundamentals, including a high profit margin and solid return on equity. Investors should consider these factors as they evaluate the stock's performance moving forward.
C$25.64 Close with a 0.39% Daily Decline
Despite a slight daily drop, Alaris Equity Partners shows a significant YTD gain of 23.86%, reflecting strong performance over the year.
Bull case
Alaris Equity Partners has a strong profit margin of 90.3% and a return on equity of 14.9%. This indicates that the company operates efficiently and is profitable. Analysts have set an average target price of C$29.34, suggesting there’s room for growth, which supports a moderately bullish outlook.
Bear case
The stock has a beta of 1.44, meaning it’s more volatile than the market, which could be a concern for conservative investors. Additionally, the recent price decline might indicate some weakness in investor sentiment.
Recent Price Action
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This week, Alaris Equity Partners Income Trust stock (AD.UN.TO) closed at C$25.64, marking a 0.39% decline on the day. Over the past week, the stock has experienced a slight decrease of 0.19%, although it has managed to gain 1.63% over the last month. Year-to-date, Alaris Equity has performed notably well, with a 23.86% increase, highlighting its resilience in the current market environment.
Company News
On August 9, 2026, Alaris Equity Partners Income Trust held its Q2 earnings call, where key highlights were discussed. While the specific details from the call were not provided, earnings calls typically cover financial performance, strategic initiatives, and future outlook, which could influence investor sentiment and stock performance.
Technical Picture
Alaris Equity's technical indicators reveal a 50-day moving average of C$24.50, which is 4.7% lower than the current price, and a 200-day moving average at C$22.17, indicating a 15.7% premium. The stock's 52-week range has been between C$16.88 and C$26.31, with the current price sitting at 93% of this range. Additionally, the stock has a beta of 1.44, suggesting it is more volatile than the broader market. Recent trading volume was 104,582 shares, surpassing the 20-day average volume of 93,732 shares, indicating increased investor interest.
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