Alaris Equity Partners Income Trust has seen a slight decline in its stock price this week, reflecting broader market trends.
Alaris Equity Partners Income Trust (AD-UN.TO) has had a challenging week, with its stock price down 3.47%. This market activity comes amid several announcements regarding distributions and financial results from previous quarters, which could impact investor sentiment moving forward.
Investor takeaway: Despite the recent decline, Alaris continues to show strong fundamentals, including a robust profit margin and positive year-to-date performance. Investors may want to keep an eye on upcoming distribution announcements as potential catalysts for future stock movement.
Advertisement
Alaris Equity Partners Income Trust
AD-UN.TO
AD-UN.TO
Alaris Equity Partners Income Trust
WealthAwesomeMarket cap
$1.13B
P/E
7.5x
Div. yield
5.87%
Div. / share
$1.46
52W high
$26.31
52W low
$17.01
1W change
-3.47%
Beta
1.44
Analyst Price Targets
Based on analyst covering AD-UN
Wall Street analysts forecast AD-UN stock price to rise 18.6% over the next 12 months.
Consensus
BullishBased on avg. target vs last close (formal rating unavailable for Canadian listings)
Avg. Target
C$29.34
+18.6% Upside
Current Price
C$24.75
Last close
Analyst ratings and price targets are updated periodically. Not financial advice.
Wealth Awesome Price Forecast
WA ModelStatistical 90-day price range based on AD-UN's historical volatility
30-Day Vol
19.8%
Annualized
90-Day Vol
16.5%
Annualized
Trend (90d)
+14.3%
Annualized drift
90d Mean
C$26.05
Expected price
| Horizon | Expected | 68% Range (1σ) |
|---|---|---|
| 30 trading days | C$25.18 | C$23.51 – C$26.96 |
| 60 trading days | C$25.61 | C$23.25 – C$28.21 |
| 90 trading days | C$26.05 | C$23.14 – C$29.33 |
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.
Advertisement
Alaris Equity Partners Income Trust Sees 3.47% Decline This Week
The stock closed at C$24.75, remaining within 83% of its 52-week range of C$17.01 to C$26.31.
Bull case
Alaris has a strong profit margin of 90.3% and a solid return on equity (ROE) of 14.9%. This shows effective management and profitability. The stock has also performed well year-to-date, increasing by 19.57%.
Bear case
The recent decline in stock price and lower trading volume compared to the 20-day average may indicate waning investor confidence. The stock's beta of 1.44 suggests it’s more volatile than the market, which could be a concern for some investors.
Price Action Overview
Despite this week's downturn, the stock has shown a year-to-date increase of 19.57%, demonstrating resilience in its overall performance.
Advertisement
Recent Company News
While there have been no major announcements from Alaris this week, previous headlines include several distribution declarations for upcoming quarters. Notably, Alaris announced a Q2 2026 distribution of $0.38 per trust unit, payable on July 15, 2026. These announcements can play a critical role in shaping investor sentiment, especially for those focused on income generation.
Technical Picture
Currently, Alaris is trading at C$24.75, slightly above its 50-day moving average of C$24.65, indicating a minor bullish trend. The stock is also significantly above its 200-day moving average of C$22.31, suggesting strong long-term upward momentum. The stock's beta of 1.44 indicates higher volatility compared to the broader market. With a 52-week range of C$17.01 to C$26.31, the stock is currently operating within 83% of its range, suggesting potential room for movement.
Volume Analysis
The latest trading volume for Alaris was 61,007 shares, which is lower than the 20-day average volume of 90,989 shares. This decrease in trading activity may reflect a cautious stance among investors amid the recent price fluctuations.
Best next step
Keep exploring this topic
If you want to go deeper, these are the most useful follow-up pages and tools for this topic.
Broker comparison
Best trading platforms in Canada
Compare $0-commission brokers before you act on a ticker story.
Safe cash
Best GIC rates in Canada
If the story makes you want to de-risk, compare guaranteed rates next.
HISA roundup
Best high-interest savings accounts
Keep dry powder in a no-fee savings account instead of chequing.
TFSA room
Check TFSA contribution room
Shelter the next contribution before you buy.
Advertisement
Wealth Awesome
Timely coverage of Canadian stocks, earnings, dividends, and market movers for DIY investors. Stories are checked against exchange data and public filings.
View Full Profile →✅ Reviewed by Certified Financial Professionals
This content has been reviewed by CFA® charterholders and Certified Financial Planners (CFP®) with over a decade of experience in Canadian financial markets. All information is fact-checked against official Canadian sources and regulations.
Why these credentials matter: CFA® charterholders complete 900+ hours of rigorous study in investment analysis and ethics. CFP® professionals are held to the highest standards of financial planning competency and fiduciary duty in Canada.
⚠️ Professional Disclaimer
This content is for educational purposes only and should not be considered personalized financial advice. While our team brings professional expertise, individual circumstances vary. For personalized guidance, consult with a qualified financial advisor, tax professional, or mortgage specialist.
