Update shared on30 Aug 2025
Fair value Increased 4.32%The consensus price target for Perpetual has increased, primarily reflecting stronger forecasts for revenue growth and a notable improvement in net profit margin, with fair value rising from A$20.76 to A$21.72.
What's in the News
- Perpetual expects to recognize a non-cash impairment charge of approximately $153.7 million for FY25, mainly due to goodwill and customer contract write-downs at the J O Hambro Asset Management business, following significant net outflows in key strategies.
- The sale process for Perpetual’s wealth management unit has narrowed to Oaktree Capital Management and Bain Capital as lead bidders, with pricing expectations reportedly ranging between $400 million and $1 billion; proceeds are expected to reduce Perpetual’s $569 million debt.
- Suzanne Evans, formerly of First Sentier Investors, has been appointed as CFO, succeeding Chris Green, who will transition to an advisory role before departing by year-end.
Valuation Changes
Summary of Valuation Changes for Perpetual
- The Consensus Analyst Price Target has risen slightly from A$20.76 to A$21.72.
- The Consensus Revenue Growth forecasts for Perpetual has significantly risen from 1.3% per annum to 1.9% per annum.
- The Net Profit Margin for Perpetual has significantly risen from 9.89% to 12.13%.
Disclaimer
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