Alaris Equity Partners Income Trust has seen a slight decline in its stock price this week amidst steady performance in the financial sector.
This week, Alaris Equity Partners Income Trust (AD-UN.TO) experienced a minor pullback, closing at C$23.47, down 0.04% on the day and 0.34% over the week. Despite this week’s dip, the stock has shown resilience with a year-to-date increase of 13.38%. With recent news of a declared distribution and ongoing earnings reports, investors are keeping a close eye on the company’s performance.
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Alaris Equity Partners Income Trust
AD-UN.TO
AD-UN.TO
Alaris Equity Partners Income Trust
WealthAwesomeMarket cap
$1.19B
P/E
7.1x
Div. yield
6.18%
Div. / share
$1.46
52W high
$25.87
52W low
$16.95
1W change
-0.34%
Beta
1.41
Analyst Price Targets
Based on analyst covering AD-UN · as of Sep 30, 2026
Wall Street analysts forecast AD-UN stock price to rise 26.9% over the next 12 months.
Consensus
BullishBased on avg. target vs last close (formal rating unavailable for Canadian listings)
Avg. Target
C$29.79
+26.9% Upside
Previously C$29.65 on Sep 23, 2026
Current Price
C$23.47
Last close
Targets are snapshotted when they change. Unchanged figures keep their original date. Not financial advice.
Wealth Awesome Price Forecast
WA ModelStatistical 90-day price range based on AD-UN's historical volatility
30-Day Vol
15.8%
Annualized
90-Day Vol
17.1%
Annualized
Trend (90d)
-28.7%
Annualized drift
90d Mean
C$21.18
Expected price
| Horizon | Expected | 68% Range (1σ) |
|---|---|---|
| 30 trading days | C$22.68 | C$21.48 – C$23.95 |
| 60 trading days | C$21.92 | C$20.30 – C$23.67 |
| 90 trading days | C$21.18 | C$19.28 – C$23.28 |
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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Investor takeaway: While Alaris Equity Partners Income Trust's recent price action reflects a small decline, the fundamentals remain strong with a high profit margin and solid return on equity. The upcoming distribution and positive analyst outlook may provide support for the stock moving forward.
Key Financial Metrics
With a market cap of C$1.19 billion and a P/E ratio of 7.12, Alaris Equity Partners Income Trust remains attractively valued compared to peers in the financial sector.
Bull case
The company boasts a high profit margin of 90.3% and a return on equity of 14.9%, indicating strong profitability and operational efficiency. Analysts have an average target of C$29.79 for the stock, reflecting a positive outlook and potential upside for investors.
Bear case
Despite these strong fundamentals, the stock is currently trading below its 50-day moving average, which may signal short-term weakness. Additionally, lower trading volume compared to the 20-day average suggests waning investor interest, which could affect price stability.
Recent Price Action
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This week, Alaris Equity Partners Income Trust experienced a slight decline, closing at C$23.47. The stock is down 0.04% for the day and 0.34% for the week. Over the past month, it has gained 0.34% and boasts a year-to-date increase of 13.38%. The stock's performance is notable given the current market conditions.
Company News
Alaris recently declared a quarterly distribution of C$0.39 per trust unit for Q3 2026, payable on October 15, 2026. This announcement is significant for unitholders and reflects the company's commitment to returning value to its investors. Additionally, Alaris has reported strong earnings results in previous quarters, including a net income of CAD 90.81 million for the year ended December 31, 2025.
Technical Picture
Currently, Alaris is trading below its 50-day moving average of C$24.18, indicating potential short-term weakness. The stock is performing well within its 52-week range of C$16.95 to C$25.87, currently at 73% of that range. The 200-day moving average stands at C$22.95, suggesting a slight upward trend in the longer term. With a beta of 1.41, the stock is more volatile than the market, which could present both risks and opportunities for investors.
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