Perpetual Limited

ASX:PPT Stock Report

Market Cap: AU$2.2b

Perpetual Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

ASX:PPT Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
16 Dec 24BuyAU$3,211,554Norges Bank Investment ManagementCompany160,000AU$20.20
11 Dec 24BuyAU$4,019,506Norges Bank Investment ManagementCompany200,000AU$20.30
09 Dec 24SellAU$6,573,000Norges Bank Investment ManagementCompany300,000AU$21.91
24 Oct 24BuyAU$27,527,178Norges Bank Investment ManagementCompany1,346,406AU$20.44
10 Sep 24SellAU$4,698BlackRock, Inc.Company819,254AU$22.75
06 Sep 24BuyAU$66,424BlackRock, Inc.Company892,917AU$22.75
28 Jun 24SellAU$4,157State Street Global Advisors, Inc.Company474,791AU$25.19
21 Jun 24BuyAU$0State Street Global Advisors, Inc.Company176,849AU$23.85
19 Jun 24BuyAU$7,609BlackRock, Inc.Company1,216,722AU$25.27
15 Mar 24BuyAU$62,718BlackRock, Inc.Company376,882AU$26.20
15 Mar 24BuyAU$745,132State Street Global Advisors, Inc.Company875,229AU$26.17
15 Mar 24SellAU$595,899BlackRock, Inc.Company1,803,957AU$26.15
15 Mar 24SellAU$0State Street Global Advisors, Inc.Company220,008AU$25.95

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of PPT?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders314,5270.285%
Private Companies369,8320.335%
Sovereign Wealth Funds5,761,3015.22%
Public Companies13,214,11512%
Institutions27,441,40124.9%
General Public63,268,09657.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 41.74% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
12%
Washington H. Soul Pattinson and Company Limited
13,214,115AU$259.1m0%no data
7.33%
State Street Global Advisors, Inc.
8,086,323AU$158.6m0%no data
5.18%
BlackRock, Inc.
5,712,180AU$112.0m0.53%no data
5.01%
Norges Bank Investment Management
5,527,126AU$108.4m51.4%0.01%
2.6%
Dimensional Fund Advisors LP
2,872,519AU$56.3m2.53%0.01%
2.57%
The Vanguard Group, Inc.
2,836,386AU$55.6m0%no data
1.09%
Mutual Trust Pty Ltd
1,203,650AU$23.6m-27.1%37.81%
1.09%
Diversified United Investment Limited
1,200,000AU$23.5m0%1.72%
1.03%
Franklin Resources, Inc.
1,141,514AU$22.4m0.01%no data
0.51%
Netwealth Investments Ltd.
563,432AU$11.0m62.1%0.08%
0.41%
Australian United Investment Company Limited
450,000AU$8.8m0%3.77%
0.39%
Carlton Investments Ltd.
435,588AU$8.5m0%0.94%
0.38%
BetaShares Capital Limited
418,777AU$8.2m5.67%0.03%
0.34%
Enbeear Pty Limited
369,832AU$7.3m0%no data
0.29%
Charles Schwab Investment Management, Inc.
322,152AU$6.3m1.36%no data
0.29%
Colonial First State Investments Limited
319,326AU$6.3m-52.4%0.04%
0.26%
Nordea Investment Management, AB
290,124AU$5.7m-0.38%no data
0.22%
First Samuel Limited
243,844AU$4.8m8.24%2.62%
0.21%
Nt-Comnwlth Super Corp
226,959AU$4.5m0%0.04%
0.13%
Van Eck Associates Corporation
143,295AU$2.8m-6.87%no data
0.12%
Australian Super Pty Ltd
137,097AU$2.7m0%no data
0.12%
Russell Investment Management Ltd.
127,538AU$2.5m0%0.34%
0.073%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
80,762AU$1.6m0%no data
0.067%
Geode Capital Management, LLC
73,771AU$1.4m2.71%no data
0.06%
Northern Trust Global Investments
66,435AU$1.3m0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/20 02:14
End of Day Share Price 2024/12/20 00:00
Earnings2024/06/30
Annual Earnings2024/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Perpetual Limited is covered by 23 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Russell WrightBarclay Pearce Capital Pty Limited
Marcus BarnardBell Potter
Lara TufegdzicBofA Global Research