Should You Buy Alaris Equity Partners for its Dividend?

Alaris Equity Partners is currently yielding 7.2%, with a strong portfolio of high quality companies and a low payout ratio to back it up.

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diversification is an important part of building a stable portfolio

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Key Points

  • • Alaris Equity Partners Income Trust (TSX:AD.UN) offers a compelling 7.21% dividend yield, significantly higher than traditional bank and energy stocks, backed by a 16-year track record of dividend growth.
  • • The company provides retail investors unique access to private equity markets through its diversified portfolio of 20 partners, generating a 13% baseline cash yield with strong growth potential and trading below book value.
  • 5 stocks our experts like better than Alaris Equity Partners

Canadian investors are usually looking for that extra income to supplement their employment income and/or to support them in their retirement. An easy way to get this income is through dividend stocks. Typical stocks that investors turn to for this purpose are bank stocks, telecom stocks, and even large energy stocks. But for a higher yields, we might have to look elsewhere – at stocks like Alaris Equity Partners Income Trust (TSX:AD.UN).

Let’s take a look at Alaris stock and explore why you should consider it for your income needs.

Alaris Equity Partners is a high yield dividend stock

With a current dividend yield of 7.2%, Alaris ranks above most when it comes to its income generating power for investors. But it also offers additional benefits. It offers investors diversification, a reliable dividend, a strong track record, and an unmatched long-term investment focus. Plus, as an income trust, this company’s sole purpose is to return cash to its shareholders.

So, let’s look at the facts. In the last 16 years, Alaris’ dividend has increased by over 60%. Its stock price has increased by almost 200%. Also, the company has invested $2.9 billion in capital to date. And finally, the median internal rate of return (IRR) from exited investments stands at a very attractive 19%.

Access to the private equity market

Alaris provides capital to private businesses. In return, it holds preferred shares, which collect dividends, as well as participates in the potential profit and growth of these companies. The relationship is such that Alaris participates in the businesses through non-control equity ownership.  Through Alaris, regular investors can gain exposure to the private equity market, which is traditionally reserved for institutional investors and high-net-worth investors.

This means that investing in this dividend stock provides investors with diversification across markets, which is a good thing. You see, the private equity market has a low correlation with traditional assets like public stocks and bonds. Also, the private equity market is typically less volatile than public markets, and there are many high-quality private companies that are generating stable and meaningful returns.

A snapshot of Alaris

Alaris currently has approximately 20 partners, which are diversified across industries. This existing portfolio is generating a baseline cash yield of a very generous 13%. And this comes with the potential for incremental growth and gains from capital appreciation. Finally, the business is highly scalable with earnings before interest, taxes, depreciation, and amortization (EBITDA) margins of more than 80%.

The company reported its most recent results, Q2 2025, in August. These results were strong and demonstrated the strength of its portfolio. For example, total revenue and operating income increased by 20.9% to $34.5 million. This growth was driven by strong performance from nine of its investments, which resulted in a gain of $5.5 million.

Despite this, the company’s net book value per share currently stands at $23.57. This compares to its stock price of $18.82. Alaris’ payout ratio is 65%, and the company continues to buy back shares, as they remain undervalued.

The bottom line

In conclusion, I would definitely invest in Alaris Equity Partners for its more than 7% dividend yield. This yield is backed by a conservative, low-risk business that is focused on long-term value generation. In my view, this long-term focus is an attractive way to achieve superior, consistent returns over the lifetime of an investment.

Fool contributor Karen Thomas has a position in Alaris Equity Partners Income Trust. The Motley Fool recommends Alaris Equity Partners Income Trust. The Motley Fool has a disclosure policy.

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