Perpetual Limited
Perpetual Limited
Your view on PPT.AX
Overview
What the company does, where it operates, and who runs it.
About Perpetual Limited
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Bernard Patrick Reilly
- Headquarters
- Angel Place, Sydney, NSW, AU
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Bernard Patrick Reilly
- Headquarters
- Angel Place, 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.
Media
Infographics, videos, and posts covering the company.
Stock Data
Price chart, volume, and trading data.
Fair Value
What FRC thinks the stock is worth vs. the current price.
FRC's fair value estimate for Perpetual Limited, and the rating behind it. PPT.AX last traded at AUD 18.72, 56.6× trailing earnings — the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.
Financial Ratios
Profitability, returns, valuation, and leverage ratios.
Valuation, profitability, liquidity and leverage ratios for Perpetual Limited. Starting points for Perpetual Limited: P/E 56.6, EPS AUD 0.34, beta 0.84 — an Asset Management name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.
Dividend Analysis
Yield, payout ratio, and dividend coverage metrics.
Dividend history, yield and payout sustainability for Perpetual Limited. Perpetual Limited does not currently pay a regular dividend, so this section tracks capacity rather than history. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
Reported vs. expected earnings history for Perpetual Limited. Trailing twelve-month EPS for Perpetual Limited stands at AUD 0.34. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Financial Statements
Income statement, balance sheet, and cash flow statements.
Income statement, balance sheet and cash flow history for Perpetual Limited. Perpetual Limited has reported as a listed company since 1989. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
Perpetual Limited valued side by side against its closest peers. Perpetual Limited is measured against Asset Management peers within the Financial Services sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.
Institutional Ownership
Which funds and firms own the stock.
Which institutions hold Perpetual Limited, and how their positions are changing. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings.
Insider Trading
Recent buying and selling by company executives.
Buying and selling by Perpetual Limited executives and directors. Shares of Perpetual Limited have traded between AUD 15.10 and AUD 22.32 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned.
Senate Trading
U.S. Senator disclosures filed under the STOCK Act.
U.S. Senate disclosures naming Perpetual Limited. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely.
House Trading
U.S. Representative disclosures filed under the STOCK Act.
U.S. House of Representatives disclosures naming Perpetual Limited. Representatives' reported transactions in this security, shown next to the company's fundamentals.
News
Latest headlines and market coverage.
Latest headlines and company announcements for Perpetual Limited. Coverage tracks Perpetual Limited within Asset Management (Financial Services). Press releases and market coverage, newest first.