Alaris Equity Partners Income Trust has recently surprised investors with strong earnings, showing impressive revenue growth and an expanding portfolio.
In its latest earnings report, Alaris Equity Partners Income Trust (AD.UN) exceeded analyst expectations by posting earnings per share (EPS) of CA$0.6942, which is 69.3% higher than the estimated CA$0.41. This strong performance underscores the trust's improving financial health and effective management strategies.
Recent earnings trend
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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
12.5x
52W high
$26.15
52W low
$16.60
1W change
+4.30%
Beta
1.44
Analyst Price Targets
Based on analyst covering AD-UN
Wall Street analysts forecast AD-UN stock price to rise 8.6% over the next 12 months.
Consensus
Moderately BullishBased on avg. target vs last close (formal rating unavailable for Canadian listings)
Avg. Target
C$27.91
+8.6% Upside
Current Price
C$25.69
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
20.1%
Annualized
90-Day Vol
17.2%
Annualized
Trend (90d)
+50.0%
Annualized drift
90d Mean
C$30.71
Expected price
| Horizon | Expected | 68% Range (1σ) |
|---|---|---|
| 30 trading days | C$27.27 | C$25.44 – C$29.22 |
| 60 trading days | C$28.94 | C$26.24 – C$31.92 |
| 90 trading days | C$30.71 | C$27.24 – C$34.63 |
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.
Analyst coverage: 3 analyst(s) cover this name; upcoming EPS consensus is available.
Beat estimates in 3 of the last 4 comparable quarter(s).
| Fiscal period | Report date | Actual EPS | Estimate | Surprise |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-06 | 0.6942 | 0.4100 | +69.3% |
| 2026-03-31 | 2026-05-06 | 0.6900 | 0.4700 | +46.8% |
| 2025-12-31 | 2026-03-09 | -0.1200 | 0.4200 | -128.6% |
| 2025-09-30 | 2025-11-05 | 1.7600 | 0.6600 | +166.7% |
| 2025-06-30 | 2025-08-07 | 0.5900 | -0.1500 | +493.3% |
| 2025-03-31 | 2025-05-08 | 0.5000 | 0.4600 | +8.7% |
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Investor takeaway: Alaris Equity Partners has a solid history of beating earnings estimates and a promising growth outlook, making it an appealing investment for those interested in the expanding capital markets sector.
Earnings Surprise of 69.3%
Alaris Equity Partners' EPS of CA$0.6942 not only exceeded estimates but also represents a remarkable year-over-year growth of 214.7%, highlighting the firm's recovery and potential in the capital markets.
Bull case
Alaris has achieved a strong revenue growth of 25% year-over-year, along with a record net book value of CA$25.83 per unit. This indicates effective portfolio management. The company's strategic investments and increasing distributions to partners suggest a positive outlook for future earnings.
Bear case
However, despite the recent earnings beat, Alaris has a history of significant misses, including one in December 2025, which raises questions about the sustainability of its earnings growth. Additionally, external market conditions could affect the trust's operations and revenue streams.
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