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What's Going On With Alaris Equity Partners Income Trust Stock Monday?

By Wealth Awesome -

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Stocks & ETFs:AD-UN.TO

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Alaris Equity Partners Income Trust has seen a slight dip in stock performance this week amidst recent announcements.

Alaris Equity Partners Income Trust (AD-UN.TO) has recorded a modest decline in its stock price this week, closing at C$23.34, down 0.64% for the day and 1.23% for the week. Despite this downward trend, the stock remains up 12.75% year-to-date, reflecting a generally positive performance over the longer term.

Investor takeaway: Investors should consider the recent announcements regarding distributions and capital raising efforts, as well as the stock's technical indicators when evaluating potential investment decisions.

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Alaris Equity Partners Income Trust

AD-UN.TO

Full stock page →

AD-UN.TO

Alaris Equity Partners Income Trust

Source:WealthAwesomeWealthAwesome
↑ $1.82 (8.46%)
120 day period
$21.52$23.71$25.90Apr 7Jul 2Sep 25

Market cap

$1.07B

P/E

7.1x

Div. yield

6.22%

Div. / share

$1.46

52W high

$26.31

52W low

$17.01

1W change

-1.23%

Beta

1.42

Analyst Price Targets

Based on analyst covering AD-UN · as of Sep 23, 2026

📈

Wall Street analysts forecast AD-UN stock price to rise 27.0% over the next 12 months.

Consensus

Bullish

Based on avg. target vs last close (formal rating unavailable for Canadian listings)

Avg. Target

C$29.65

+27.0% Upside

Previously C$29.46 on Sep 17, 2026

Current Price

C$23.34

Last close

Compare analyst targets →

Targets are snapshotted when they change. Unchanged figures keep their original date. Not financial advice.

Wealth Awesome Price Forecast

WA Model

Statistical 90-day price range based on AD-UN's historical volatility

HistoricalForecast68%95%
C$18.02C$20.04C$22.06C$24.09C$26.11C$28.13TodayMay 20Jul 23Sep 25Nov 7Dec 21Feb 2

30-Day Vol

16.1%

Annualized

90-Day Vol

17.4%

Annualized

Trend (90d)

-10.0%

Annualized drift

90d Mean

C$22.52

Expected price

HorizonExpected68% Range (1σ)
30 trading daysC$23.06C$21.82 – C$24.38
60 trading daysC$22.79C$21.07 – C$24.66
90 trading daysC$22.52C$20.46 – C$24.80

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.

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C$23.34

The stock has a 52-week range from C$17.01 to C$26.31, indicating it is currently trading at 68% of its range, which could suggest room for both upside and downside.

Bull case

Alaris has a strong profit margin of 90.3% and a solid return on equity (ROE) of 14.9%. This suggests that the company is effectively managing its resources and generating substantial profits. The recent distribution declaration may also attract income-focused investors.

Bear case

The stock's recent performance shows a decline against both the 50-day and 200-day moving averages, indicating potential weakness in the short to medium term. Additionally, the stock's beta of 1.42 suggests it is more volatile compared to the broader market.

Recent Price Action

Alaris Equity Partners Income Trust has closed at C$23.34, experiencing a decrease of 0.64% today and a 1.23% decline over the week. Despite this, the stock is up 12.75% year-to-date, indicating a strong performance in the long run.

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Company News

Recent headlines include the announcement of a Q3 distribution of $0.39 per trust unit, payable on October 15, 2026, to unitholders of record on September 30, 2026. Additionally, Alaris filed a final short form prospectus for a bought deal offering of 4,465,000 trust units at $22.40 per unit, aiming to raise approximately $100 million. These developments may influence investor sentiment moving forward.

Technical Picture

The stock is currently trading below its 50-day moving average of C$24.49, which is a decline of 4.7%. It is, however, above its 200-day moving average of C$22.79, reflecting a 2.4% increase. The stock has a beta of 1.42, indicating higher volatility compared to the market. The latest trading volume was 87,893 shares, which is about 0.65 times the 20-day average volume of 134,338 shares.

Insider Activity

No recent insider activity has been reported for Alaris Equity Partners Income Trust, which may indicate stability in management and ownership.

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Wealth Awesome
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Wealth Awesome

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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.

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⚠️ 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.

Published: September 28, 2026
Last Updated: September 28, 2026

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