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Perpetual Limited (PPT.AX)

AUD18.91 -0.01 (-0.05%)
AU ASX Financial Services Asset Management
Address Angel Place 2000
Sydney, NSW, AU
CEO Bernard Patrick Reilly
IPO 1989-11-30
ISIN AU000000PPT9

Explore sections of this company profile

Also trades on Australian Securities Exchange · PPT.AX (AUD) Other OTC · PPTTF (USD)
Description

Established in 1886, Perpetual Limited (PPT.AX) operates as a publicly traded investment management firm, delivering a comprehensive suite of financial solutions across Australia. Its core offerings encompass fund and portfolio management, financial planning, and a variety of specialized services including trustee, responsible entity, compliance, executor, investment administration, custody, and mortgage processing. The firm boasts expertise in diverse asset classes, managing investments in Australian and international equities, mortgages, cash, fixed interest instruments, and Australian listed property. Perpetual also extends its expertise to high net worth individuals through dedicated direct-to-client financial services. These encompass comprehensive fiduciary support, covering trust and custodial advice, estate planning, administration, and executorial duties. Clients can also access independent financial advice, including specialized and self-managed superannuation solutions, as well as philanthropic services. Beyond individual clients, Perpetual provides extensive corporate trustee and transaction support services. This includes acting as a trustee for securitization programs, such as mortgage-backed schemes, for both major banks and non-bank financial institutions. The firm also handles various mortgage services, from preparation and variations to discharges and post-settlement servicing. Further corporate offerings comprise regulatory compliance for fund managers, comprehensive custody, unit registry, and accounting services for property and mortgage funds, and trusteeships for corporate debt issues and infrastructure projects. Headquartered in Sydney, Australia, Perpetual maintains a national presence with additional branches in Adelaide, Brisbane, Canberra, Melbourne, and Perth.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
AUD18.91 -0.01 (-0.05%)
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Volume Profile
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Liquidity & share structure
Average Volume
284.9K
Beta
0.83
Float Shares
103.64M
Free Float %
89.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.34% -1.85% -4.04% -14.24% -17.14% -14.79% -10.62% -35.73% -57.85% -63.49% +178.95%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
18.91
Ratings Trend (MoM) 57% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 2 0
Hold 3 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
1.69
Distress
Piotroski F-Score
4 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Asset Management: +17.4%
    -98.2% Q4'25: +5.7% (vs Q4'23)
  • EPS growth Asset Management: +22.7%
    +87.7% Q4'25: +100.0% (vs Q4'23)
  • FCF margin FCF growth · Asset Management: +27.7%
    +62.3% Q4'25: +6.8% (vs Q4'23)
  • EBIT margin Asset Management: +50.6%
    +83.1% Q4'25: +9.9% (vs Q4'23)
  • ROIC Asset Management: +6.5%
    +0.8% Q4'25: +10.4% (vs Q4'23)
  • Share dilution Asset Management: +0.0%
    -0.5% Q4'25: +0.5% (vs Q4'23)
  • Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×
    8.03× Q4'25: 1.97× (vs Q4'23)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.85) × ERP
WACC = 61% × Ke + 39% × Kd (6.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 18.91
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Jun 2000
actual
Jun 2001
actual
Jun 2002
actual
Jun 2003
actual
Jun 2004
actual
Jun 2005
actual
Jun 2006
actual
Jun 2007
actual
Jun 2008
actual
Jun 2009
actual
Jun 2010
actual
Jun 2011
actual
Jun 2012
actual
Jun 2013
actual
Jun 2014
actual
Jun 2015
actual
Jun 2016
actual
Jun 2017
actual
Jun 2018
actual
Jun 2019
actual
Jun 2020
actual
Jun 2021
actual
Jun 2022
actual
Jun 2023
actual
Jun 2024
actual
Jun 2025
actual
Jun 2026
6 Rev. Ana.
5 EPS Ana.
Jun 2027
6 Rev. Ana.
5 EPS Ana.
Jun 2028
6 Rev. Ana.
3 EPS Ana.
Jun 2029
4 Rev. Ana.
1 EPS Ana.
Revenue
est: 236.67M (-100.0%)
est: 292.64M (-100.0%)
235.62M
est: 247.62M (-4.8%)
253.99M
est: 253.48M (+0.2%)
306.99M
est: 288.37M (+6.5%)
341.98M
est: 351.66M (-2.8%)
402.54M
est: 387.50M (+3.9%)
522.20M
est: 451.62M (+15.6%)
593.87M
est: 485.23M (+22.4%)
472.97M
est: 372.69M (+26.9%)
491.52M
est: 416.03M (+18.1%)
499.56M
est: 454.03M (+10.0%)
392.03M
est: 403.39M (-2.8%)
389.29M
est: 371.54M (+4.8%)
442.71M
est: 460.57M (-3.9%)
495.21M
est: 495.08M (+0.0%)
490.57M
est: 481.88M (+1.8%)
503.73M
est: 507.81M (-0.8%)
526.73M
est: 529.70M (-0.6%)
509.01M
est: 511.75M (-0.5%)
484.02M
est: 490.70M (-1.4%)
623.30M
est: 632.10M (-1.4%)
773.50M
est: 771.54M (+0.3%)
995.60M
est: 1.03B (-2.9%)
1.30B
est: 1.33B (-1.8%)
23.10M
est: 1.37B (-98.3%)
1.38B
1.35B – 1.41B
+1.0% YoY
1.31B
1.19B – 1.41B
-4.9% YoY
1.29B
1.29B – 1.29B
-1.8% YoY
1.23B
1.16B – 1.28B
-4.9% YoY
EBITDA
64.30M
est: 49.66M (+29.5%)
79.38M
est: 81.86M (-3.0%)
118.42M
est: 73.45M (+61.2%)
123.19M
est: 118.34M (+4.1%)
147.65M
est: 128.47M (+14.9%)
183.85M
est: 158.29M (+16.1%)
207.57M
est: 224.24M (-7.4%)
269.99M
est: 243.70M (+10.8%)
201.07M
est: 250.06M (-19.6%)
75.85M
est: 49.62M (+52.9%)
158.23M
est: -86.06M (+283.8%)
131.26M
est: 91.45M (+43.5%)
50.69M
est: 41.75M (+21.4%)
93.23M
est: 1.93M (+4,720.1%)
127.88M
est: 69.91M (+82.9%)
192.51M
est: 131.67M (+46.2%)
203.05M
est: 164.71M (+23.3%)
211.39M
est: 189.79M (+11.4%)
210.70M
est: 194.72M (+8.2%)
184.97M
est: 183.81M (+0.6%)
152.82M
est: 152.34M (+0.3%)
162.71M
est: 132.43M (+22.9%)
199.20M
est: 150.02M (+32.8%)
217.10M
est: 150.62M (+44.1%)
281.60M
est: 162.74M (+73.0%)
140.30M
est: 356.10M (-60.6%)
539.52M
526.64M – 548.71M
+51.5% YoY
513.01M
466.25M – 550.81M
-4.9% YoY
503.55M
503.16M – 503.94M
-1.8% YoY
478.93M
451.76M – 500.32M
-4.9% YoY
EBIT
55.15M
est: 49.88M (+10.6%)
73.35M
est: 66.41M (+10.5%)
103.88M
est: 52.29M (+98.7%)
109.14M
est: 88.24M (+23.7%)
130.68M
est: 113.43M (+15.2%)
170.86M
est: 154.39M (+10.7%)
200.15M
est: 146.66M (+36.5%)
261.61M
est: 216.66M (+20.7%)
191.28M
est: 311.63M (-38.6%)
61.62M
est: 239.18M (-74.2%)
136.28M
est: 218.12M (-37.5%)
99.38M
est: 199.71M (-50.2%)
37.19M
est: 128.00M (-70.9%)
84.14M
est: 67.42M (+24.8%)
125.57M
est: 138.59M (-9.4%)
177.63M
est: 122.64M (+44.8%)
192.81M
est: 172.73M (+11.6%)
192.18M
est: 188.46M (+2.0%)
193.93M
est: 200.64M (-3.3%)
164.95M
est: 188.88M (-12.7%)
120.63M
est: 157.67M (-23.5%)
116.78M
est: 141.91M (-17.7%)
146.50M
est: 160.75M (-8.9%)
133.90M
est: 161.39M (-17.0%)
-388.60M
est: 174.38M (-322.9%)
19.20M
est: 300.73M (-93.6%)
411.00M
401.18M – 417.99M
+36.7% YoY
390.80M
355.18M – 419.59M
-4.9% YoY
383.59M
383.29M – 383.89M
-1.8% YoY
364.83M
344.14M – 381.13M
-4.9% YoY
Net Income
-572.0K
est: 32.90M (-101.7%)
52.96M
est: 49.84M (+6.3%)
75.58M
est: 46.45M (+62.7%)
78.20M
est: 77.39M (+1.0%)
90.39M
est: 89.14M (+1.4%)
119.52M
est: 110.24M (+8.4%)
135.32M
est: 131.68M (+2.8%)
182.11M
est: 157.69M (+15.5%)
128.81M
est: 197.73M (-34.9%)
37.75M
est: 98.93M (-61.8%)
90.51M
est: 42.08M (+115.1%)
62.03M
est: 98.77M (-37.2%)
26.68M
est: 55.07M (-51.6%)
60.97M
est: 24.59M (+147.9%)
81.62M
est: 75.62M (+7.9%)
122.48M
est: 91.06M (+34.5%)
132.01M
est: 119.12M (+10.8%)
137.29M
est: 138.79M (-1.1%)
140.23M
est: 143.34M (-2.2%)
115.93M
est: 136.57M (-15.1%)
82.00M
est: 110.81M (-26.0%)
74.87M
est: 96.46M (-22.4%)
101.20M
est: 109.27M (-7.4%)
59.00M
est: 59.00M (+0.0%)
-472.20M
est: -472.20M (+0.0%)
-58.20M
est: 187.10M (-131.1%)
208.07M
189.26M – 226.88M
+11.2% YoY
179.02M
152.21M – 205.83M
-14.0% YoY
161.39M
138.06M – 242.61M
-9.8% YoY
211.03M
195.47M – 223.29M
+30.8% YoY
SGA
est: 13.14M (-100.0%)
est: 215.05M (-100.0%)
143.34M
est: 176.25M (-18.7%)
151.45M
est: 146.69M (+3.2%)
162.40M
est: 172.70M (-6.0%)
207.40M
est: 198.04M (+4.7%)
225.59M
est: 228.54M (-1.3%)
305.51M
est: 264.44M (+15.5%)
443.46M
est: 269.39M (+64.6%)
272.96M
est: 221.97M (+23.0%)
301.01M
est: 304.74M (-1.2%)
337.53M
est: 328.49M (+2.8%)
287.70M
est: 299.79M (-4.0%)
273.36M
est: 264.98M (+3.2%)
126.52M
est: 338.91M (-62.7%)
318.32M
est: 364.89M (-12.8%)
304.48M
est: 309.57M (-1.6%)
309.48M
est: 320.14M (-3.3%)
321.52M
est: 323.12M (-0.5%)
334.43M
est: 313.15M (+6.8%)
322.78M
est: 319.68M (+1.0%)
489.37M
est: 382.01M (+28.1%)
550.40M
est: 432.74M (+27.2%)
817.00M
est: 434.47M (+88.0%)
1.08B
est: 469.41M (+130.1%)
1.12B
est: 7.19B (-84.4%)
14.30B
13.96B – 14.55B
+98.8% YoY
13.60B
12.36B – 14.60B
-4.9% YoY
13.35B
13.34B – 13.36B
-1.8% YoY
12.70B
11.98B – 13.26B
-4.9% YoY
EPS
-0.01
est: 0.78 (-100.7%)
1.47
est: 1.07 (+37.0%)
2.00
est: 1.48 (+34.8%)
2.07
est: 1.76 (+17.5%)
2.38
est: 2.31 (+2.9%)
3.10
est: 2.97 (+4.5%)
3.54
est: 3.16 (+12.1%)
4.71
est: 3.59 (+31.1%)
3.30
est: 3.16 (+4.3%)
0.96
est: 1.54 (-37.6%)
2.27
est: 1.71 (+32.5%)
1.53
est: 1.68 (-9.0%)
0.69
est: 1.54 (-55.2%)
1.51
est: 1.93 (-21.8%)
1.96
est: 2.54 (-22.8%)
2.74
est: 2.79 (-1.8%)
2.91
est: 2.71 (+7.4%)
3.00
est: 2.83 (+6.1%)
2.99
est: 3.00 (-0.5%)
2.48
est: 2.55 (-2.6%)
1.76
est: 1.94 (-9.2%)
1.33
est: 2.18 (-38.9%)
1.80
est: 2.56 (-29.8%)
0.73
est: 2.09 (-65.1%)
-4.21
est: 1.76 (-339.6%)
-0.52
est: 1.77 (-129.4%)
1.81
1.70 – 2.03
+2.0% YoY
1.59
1.36 – 1.84
-12.0% YoY
1.64
1.24 – 2.17
+3.1% YoY
1.89
1.75 – 2.00
+15.3% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-29 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-05-28 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-05-27 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-05-26 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-05-25 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-05-22 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-05-21 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-05-20 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-05-19 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-05-18 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-05-15 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-05-14 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-05-13 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-05-12 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-05-11 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-05-08 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-05-07 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-05-06 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-05-05 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-05-04 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-05-01 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-04-30 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-04-29 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-04-28 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-04-27 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-04-24 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-04-23 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-04-22 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-04-21 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-04-20 C- 1/5 1/5 1/5 1/5 2/5 1/5 2/5
2026-04-17 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5
2026-04-16 C- 1/5 1/5 1/5 1/5 2/5 1/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
533.60M
OE per share TTM
4.73
Owner's Yield
29.79%
Maintenance CapEx ratio
6.10%
Maint CapEx / Avg PPE
14.9%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock Held by 106 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares Dow Jones Asia Pacific Select Dividend 50 UCITS ETF (DE) EXXW.DE 0.89% 5.94M 0.31%
2 iShares Asia Pacific Dividend UCITS ETF IDAP.L 0.88% 5.61M 0.59%
3 iShares Asia/Pacific Dividend ETF DVYA 0.88% 602.5K 0.49%
4 iShares S&P/ASX Small Ordinaries ETF ISO.AX 0.73% 639.3K 0.55%
5 iShares Edge MSCI Australia Multifactor ETF AUMF.AX 0.44% 431.5K 0.30%
6 Vanguard MSCI Australian Small Companies Index ETF VSO.AX 0.35% 2.79M 0.30%
7 Global X S&P/ASX 200 High Dividend ETF ZYAU.AX 0.33% 216.8K 0.24%
8 VanEck - MSCI Australian Sustainable Equity ETF GRNV.AX 0.32% 514.2K 0.35%
9 iShares International Select Dividend ETF IDV 0.26% 21.04M 0.50%
10 BetaShares - Australian Financials Sector ETF QFN.AX 0.24% 179.5K 0.34%

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
10.4K
Shares Outstanding
115.65M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Mark Smith Chief Executive of Wealth Management - Perpetual Private 2M male
Suzanne Clare Evans Chief Financial Officer 2M female
Richard Lyn McCarthy Chief Executive of Perpetual Corporate Trust 1M male
Bernard Patrick Reilly Chief Executive Officer, MD & Director 1M male
Craig Squires Chief Executive of Transitional Services 392.3K male
Vince Pezzullo Head of Equities & Portfolio Manager male
Helen Mediati General Counsel female
Michael Korber B.Ec Managing Director of Credit & Fixed Income male
Michael O'Dea (Ec Fin) Head of Multi Asset male
Susie Reinhardt Head of Investor Relations female
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

Share your view on this stock and instantly see how the community has voted over the last 6 months.

These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits