Alaris Equity Partners Income Trust has experienced a slight downturn this week amidst recent financial announcements.
Alaris Equity Partners Income Trust (AD-UN.TO) saw its stock price decrease by 1.48% on Monday, closing at C$23.93. Over the past week, the stock has fallen by 3.31%. Despite this decline, the year-to-date performance remains positive with an increase of 15.60%. Investors are currently processing recent financial results and distribution announcements.
Investor takeaway: Alaris reported a net book value per unit increase for Q1 2026, which may provide a foundation for future growth, but recent stock performance suggests some investor caution. The upcoming distributions could play a significant role in attracting income-focused investors.
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Alaris Equity Partners Income Trust
AD-UN.TO
AD-UN.TO
Alaris Equity Partners Income Trust
WealthAwesomeMarket cap
$1.09B
P/E
7.3x
Div. yield
6.01%
Div. / share
$1.46
52W high
$26.31
52W low
$17.01
1W change
-3.31%
Beta
1.44
Analyst Price Targets
Based on analyst covering AD-UN
Wall Street analysts forecast AD-UN stock price to rise 22.6% over the next 12 months.
Consensus
BullishBased on avg. target vs last close (formal rating unavailable for Canadian listings)
Avg. Target
C$29.34
+22.6% Upside
Current Price
C$23.93
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
19.6%
Annualized
90-Day Vol
16.9%
Annualized
Trend (90d)
+9.4%
Annualized drift
90d Mean
C$24.75
Expected price
| Horizon | Expected | 68% Range (1σ) |
|---|---|---|
| 30 trading days | C$24.20 | C$22.62 – C$25.89 |
| 60 trading days | C$24.47 | C$22.24 – C$26.93 |
| 90 trading days | C$24.75 | C$22.01 – C$27.82 |
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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Alaris Equity Partners' stock dips 1.48% amidst distribution announcements.
With a market cap of approximately C$1.09 billion and a P/E ratio of 7.30, Alaris continues to attract attention, though short-term performance remains a concern.
Bull case
The Trust boasts a high profit margin of 90.3% and a return on equity of 14.9%, indicating strong operational efficiency. Analysts have set an average target price of C$29.34, suggesting potential upside and making it an appealing option for long-term investors.
Bear case
Despite these positive fundamentals, the recent stock price dip and a beta of 1.44 indicate higher volatility, which could worry risk-averse investors. Additionally, the stock is currently trading below its 50-day moving average, signaling possible short-term weakness.
Price Action Overview
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Alaris Equity Partners Income Trust's stock closed at C$23.93 on Monday, reflecting a 1.48% decline for the day and a 3.31% drop over the past week. The stock has seen a year-to-date increase of 15.60%, indicating a generally positive trajectory despite recent fluctuations.
Recent Company News
No significant news has been released this week that directly impacts Alaris Equity Partners. However, recent announcements regarding their financial results and distributions have caught investor attention. Notably, Alaris reported a net book value per unit increase of $0.52 to $25.31 for Q1 2026, bolstered by operational earnings and unrealized foreign exchange gains. Additionally, the Trust declared a distribution of $0.37 per unit for Q4 2025, payable on January 15, 2026.
Technical Picture
From a technical standpoint, Alaris's stock is currently trading at C$23.93, which is below its 50-day moving average of C$24.71, indicating a potential bearish trend. The stock is slightly above its 200-day moving average of C$22.41, suggesting some long-term stability. The 52-week range for the stock is between C$17.01 and C$26.31, with the current price at approximately 74% of this range. The volume of 67,191 shares traded is lower than the 20-day average volume of 92,670 shares, indicating reduced trading activity.
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