)
Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
Australian Ethical Investment
Australian Ethical Investment (AEF) investor relations material
Australian Ethical Investment H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary26 Feb, 2026
Executive summary
Achieved all strategic milestones for the half, including major platform transitions, insurance harmonisation, and integration of Altius Fixed Income, laying foundations for future growth and maintaining a dual focus on purpose and profit.
Achieved record half-year profits, with NPAT up 42% and UPAT up 25% year-over-year for H1 FY26, and celebrated 40 years of ethical investing.
Funds under management reached $14.08 billion, up 6% year-over-year, driven by positive net flows and investment performance.
Recognised with multiple industry awards for ESG leadership and sustainability, and continued advocacy for higher standards in corporate Australia.
Board renewal continued, with new appointments and a structured succession plan.
Financial highlights
Underlying profit after tax increased 25% to $14.4 million; net profit attributable to shareholders up 42% to $13.3 million year-over-year.
Underlying revenue rose 13% to $65.8 million, driven by 18% average FUM growth, while operating costs increased 9%, improving cost-to-income ratio to 68.8% from 71.8%.
Funds under management reached $14.08 billion at December 2025, with superannuation FUM at $9.98 billion and investments FUM at $4.11 billion.
Interim dividend of 8 cents per share, up 60% from prior interim period; annual payout ratio target remains at 80%.
Diluted UPAT EPS rose 24% to 12.54 cents, and diluted NPAT EPS rose 41% to 11.60 cents year-over-year.
Outlook and guidance
Expect continued positive net flows in superannuation, supported by super guarantee contributions and digital enhancements, with stable revenue margin at 0.91% in the second half.
Full-year FY26 cost-to-income ratio expected to improve by at least 1% over FY25, despite higher anticipated second-half expenses.
Medium-term focus on digital experience, direct marketing, new product innovation, and expanding distribution channels to drive growth.
Continued investment in business platform, including a new superannuation app and completion of investment management platform upgrades.
No immediate need for further M&A, but open to accretive opportunities.
Middle market strategy FUM growth drivers
Path to mid-60s cost-to-income ratio
Scope of APRA license condition work
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Australian Ethical Investment earnings date
H2 202627 Aug, 2026
Australian Ethical Investment
Next Australian Ethical Investment earnings date
H2 202627 Aug, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Australian Ethical Investment Ltd. is a publicly owned investment manager. The firm provides its services to individuals and superannuation funds. It manages separate client-centered portfolios such as ethical share, ethical defensive, ethical balanced, ethical high growth, sustainable share fund and emerging markets impact funds. It also manages separate accounts for institutions. Australian Ethical Investment Ltd. was founded in 1986
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage