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Australian Ethical InvestmentASX:AEF 96 3-Year Dividend Growth Rate is 50.40% as of Jun. 2026, which is 171% above its 10-year median of 18.60. GuruFocus rates ASX:AEF with a GF Score™ of 96/100 and a GF Value™ of A$6.41 (Significantly Undervalued). The stock has 3 warning signs investors should review. Among 845 Asset Management companies, Australian Ethical Investment ranks better than 97.16% on this metric.
The historical rank and industry rank for Australian Ethical Investment's 3-Year Dividend Growth Rate or its related term are showing as below:
ASX:AEF'
s 3-Year Dividend Growth Rate Range Over the Past 10 Years
Min: -23.7 Med: 18.6 Max: 50.4
Current: 50.4
During the past 13 years, the highest 3-Year average Dividends Per Share Growth Rate of Australian Ethical Investment was 50.40% per year. The lowest was -23.70% per year. And the median was 18.60% per year.
ASX:AEF's 3-Year Dividend Growth Rate is ranked better than 97.16% of 845
companies
in the Asset Management industry
Industry Median: 3.8
vs ASX:AEF: 50.40
During the past 12 months, Australian Ethical Investment's average Dividends Per Share Growth Rate was 54.50% per year.
During the past 3 years, the average Dividends Per Share Growth Rate was 50.40% per year.
During the past 5 years, the average Dividends Per Share Growth Rate was 23.80% per year.
During the past 10 years, the average Dividends Per Share Growth Rate was 18.60% per year.
Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the average dividends per share growth rate.
If a company's dividend payout ratio is too high, its dividend may not be sustainable. The dividend payout ratio of Australian Ethical Investment Ltd is 0.76, which seems too high.
Good Sign:
Australian Ethical Investment Ltd stock Dividend Yield % is close to 10-year high.
For more information regarding to dividend, please check our Dividend Page.
During the past 13 years, the highest Dividend Payout Ratio of Australian Ethical Investment was 0.89. The lowest was 0.01. And the median was 0.61.
Warning Sign:
If a company's dividend payout ratio is too high, its dividend may not be sustainable. The dividend payout ratio of Australian Ethical Investment Ltd is 0.76, which seems too high.
2. Dividend Yield % measures how much a company pays out in dividends each year relative to its share price.
Australian Ethical Investment Recent Full-Year* Dividend History
Amount
Ex-date
Record Date
Pay Date
Type
Frequency
Forex Rate
AUD 0.100000
2026-09-02
2026-09-03
2026-09-18
Cash Dividend
semi-annually
AUD:AUD 1.000000
AUD 0.080000
2026-03-05
2026-03-06
2026-03-23
Cash Dividend
semi-annually
AUD:AUD 1.000000
* GuruFocus has an internal rule that if the most recent dividend payment frequency is at least 4 times a year, then the full year will be calculated according to the frequency of payment or the one-year time frame, whichever is stricter.
* GuruFocus converts dividend currency to local traded share price currency in order to calculate dividend yield. Please refer to the last column "Forex Rate" in the above table.
Australian Ethical Investment's Dividend Yield (%) for Today is calculated as
Current Share Price is A$4.21.
Australian Ethical Investment's Dividends per Share for the trailing twelve months (TTM) ended in Today is A$0.18.
During the past 13 years, the highest Dividend Yield of Australian Ethical Investment was 4.28%. The lowest was 0.37%. And the median was 1.57%.
Good Sign:
Australian Ethical Investment Ltd stock Dividend Yield % is close to 10-year high.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
Australian Ethical Investment 3-Year Dividend Growth Rate Related Terms>
ASX:AEF vs BLK, BX, KKR: 3-Year Dividend Growth Rate Comparison
For the Asset Management subindustry, Australian Ethical Investment's 3-Year Dividend Growth Rate, along with its competitors' market caps and 3-Year Dividend Growth Rate data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Australian Ethical Investment 3-Year Dividend Growth Rate vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Australian Ethical Investment's 3-Year Dividend Growth Rate distribution charts can be found below:
* The bar in red indicates where Australian Ethical Investment's 3-Year Dividend Growth Rate falls into.
Australian Ethical Investment 3-Year Dividend Growth Rate Calculation
This is the average annual rate that a company has been raising its dividends. The growth rate is calculated with expontential compound based on the latest four year annual data.
Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the average dividends per share growth rate.
What does a 3-Year Dividend Growth Rate of 50.40% mean?
Australian Ethical Investment (ASX:AEF) has a 3-Year Dividend Growth Rate of 50.40% as of Jun. 2026. 3-Year Dividend Growth Rate is the company's three-year average growth of dividend payout. View historical data on Australian Ethical Investment and its competitors. This is 171% above median its historical median of 18.60. According to the industry distribution chart, Australian Ethical Investment ranks #24 out of 845 companies in the Asset Management industry, placing it in the top 2.8%.
Is Australian Ethical Investment's 3-Year Dividend Growth Rate too high?
Australian Ethical Investment's current 3-Year Dividend Growth Rate of 50.40% is 171% above median its 10-year median of 18.60. The Asset Management industry median 3-Year Dividend Growth Rate is 3.80. Australian Ethical Investment's value of 50.40% is 1226.3% above this industry median. Based on the distribution chart, Australian Ethical Investment ranks #24 out of 845 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Australian Ethical Investment has a GF Score™ of 96/100 and is considered Significantly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Australian Ethical Investment's 3-Year Dividend Growth Rate compare to BLK and BX?
According to the Asset Management industry distribution chart, Australian Ethical Investment ranks #24 out of 845 companies for 3-Year Dividend Growth Rate. This places Australian Ethical Investment in the top 3% of its industry — outperforming the majority of peers. The industry median 3-Year Dividend Growth Rate is 3.80. Australian Ethical Investment's value of 50.40% is 1226.3% above this benchmark. While the company's 10-year median is 18.60 vs. the industry median of 3.80, Australian Ethical Investment has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year Dividend Growth Rate for an Asset Management company?
The median 3-Year Dividend Growth Rate among Asset Management companies is 3.80, based on 845 companies in the industry. Companies in the top quartile (top 25%) have a 3-Year Dividend Growth Rate significantly above this median, while those in the bottom quartile fall well below. However, 3-Year Dividend Growth Rate should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Australian Ethical Investment's current 3-Year Dividend Growth Rate of 50.40% is 1226.3% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year Dividend Growth Rate mean?
A high 3-Year Dividend Growth Rate can signal that a stock is expensive relative to its fundamentals. 3-Year Dividend Growth Rate is the company's three-year average growth of dividend payout. View historical data on Australian Ethical Investment and its competitors. For the Asset Management industry, the median 3-Year Dividend Growth Rate is 3.80 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Australian Ethical Investment's current 3-Year Dividend Growth Rate is 50.40%, which is 171% above median its own 10-year median of 18.60. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Australian Ethical Investment stock overvalued right now?
Based on GuruFocus' analysis, Australian Ethical Investment (ASX:AEF) is currently considered Significantly Undervalued. The stock's GF Value™ is A$6.41, compared to a current price of A$4.21 — trading 34.3% below its estimated fair value. The current 3-Year Dividend Growth Rate is 50.40%, which is 171% above median its 10-year median of 18.60 and 1226.3% above the Asset Management industry median of 3.80. Australian Ethical Investment's overall GF Score™ is 96/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year Dividend Growth Rate calculated?
3-Year Dividend Growth Rate is calculated from a company's financial statements. For Australian Ethical Investment (ASX:AEF), the current 3-Year Dividend Growth Rate is 50.40% as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Australian Ethical Investment (ASX:AEF) Overvalued in 2026?
Based on GuruFocus' analysis, Australian Ethical Investment stock appears to be undervalued.
The current stock price of A$4.21 is trading 34.3% below its estimated GF Value™ of A$6.41.
GuruFocus considers Australian Ethical Investment to be Significantly Undervalued.
Key valuation signals for ASX:AEF:
3-Year Dividend Growth Rate: 50.40% (171% above median its 10-year median of 18.60)
GF Value™: A$6.41 vs. price of A$4.21 (34.3% below fair value)
Industry Position: 1226.3% above the Asset Management median (#24 of 845)
No single metric tells the full story. See the ASX:AEF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Australian Ethical Investment Ltd is an Australian-based company engaged in the operating segment of Funds Management. The company is involved in acting as the responsible entity for a range of public offer ethically managed investment schemes and acting as the Trustee of the Australian Ethical Retail Superannuation Fund (Super Fund). The various products offered by the company are Super, Managed funds, ETFs, Insurance, and Pension.
96GF Score
Get the complete analysis for ASX:AEF
3-Year Dividend Growth Rate is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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