Perpetual Limited (PPT.AX)
Sydney, NSW, AU
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.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.34% | -1.85% | -4.04% | -14.24% | -17.14% | -14.79% | -10.62% | -35.73% | -57.85% | -63.49% | +178.95% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 2 | 0 |
| Hold | 3 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
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)
* 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.
| 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
|
| 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
Ownership Overview
Ownership breakdown not available.
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional history not available.
Top holders not available.
ETF Ownership
| # | 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
No insider activity available.
Insider history not available.
No recent insider transactions.
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
No data available for this company.
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for PPT.AX
Short-term intention
Target Price Distribution
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.

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