AFI Shares Australian Foundation Investment Company Limited
ASX · ASXLast in our picks 2026-10-02 — not in the current list; analysis below is from that screen
Large, liquid listed investment company offers defensive income, valuation support, and momentum stability.
Future value: $7.05 (+5.86%) · 6-12 months
Signal breakdown
- ▸Stable income vehicle with defensive positioning and low volatility.
- ▾Below 50-day MA (-1.79%)
Is AFI a buy right now?
Trend: AFI is trading above the 50-day average (+0.89%), RSI 47 — neutral momentum, with a 3-month return of -1.02%.
Valuation & quality: Australian Foundation Investment Company Limited trades on a trailing P/E of 29.7, price-to-book 1.02; fundamentals show net margin 86.1%, return on equity 3.5%, revenue growth 8.9% year on year.
Income: trailing dividend yield 4.91%.
Our screen: WATCH (score 0) — Large, liquid listed investment company offers defensive income, valuation support, and momentum stability.
Computed from end-of-day data; not personal advice.
12-month price chart
Monthly returns
| Mar 26 | Apr 26 | May 26 | Jun 26 | Jul 26 | Aug 26 | Sep 26 | Oct 26 |
|---|---|---|---|---|---|---|---|
| -4.70% | +0.00% | -1.10% | +7.60% | -3.00% | +0.70% | -3.50% | +2.60% |
Fundamentals
Technical signals
About Australian Foundation Investment Company Limited
Australian Foundation Investment Company Limited is a publicly owned investment manager. The firm invests in the public equity markets of Australia and New Zealand. It invests in value stocks of companies. It benchmarks the performance of its portfolio against S&P/ASX 200 Accumulation Index.
Sector: Financial Services · Industry: Asset Management · Australia · Website
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Market data from end-of-day feeds; AI-generated research for educational purposes only — not investment advice.