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Perpetual Limited Competitors Price History & Performance
Summary of share price highs, lows and changes for Perpetual Historical stock prices Current Share Price AU$19.65 52 Week High AU$26.27 52 Week Low AU$17.84 Beta 1.25 1 Month Change -8.09% 3 Month Change 7.61% 1 Year Change -22.05% 3 Year Change -45.55% 5 Year Change -53.29% Change since IPO -58.03%
Recent News & Updates
High number of new directors Nov 01
Perpetual Limited to Report First Half, 2025 Results on Feb 27, 2025 Oct 23
Perpetual Limited Announces Board Changes Sep 06
Final dividend reduced to AU$0.53 Aug 31
Full year 2024 earnings released: AU$4.21 loss per share (vs AU$0.73 profit in FY 2023) Aug 29 Perpetual Limited Announces Final Dividend, Payable on 4 October 2024 See more updates
High number of new directors Nov 01
Perpetual Limited to Report First Half, 2025 Results on Feb 27, 2025 Oct 23
Perpetual Limited Announces Board Changes Sep 06
Final dividend reduced to AU$0.53 Aug 31
Full year 2024 earnings released: AU$4.21 loss per share (vs AU$0.73 profit in FY 2023) Aug 29 Perpetual Limited Announces Final Dividend, Payable on 4 October 2024 Perpetual Limited Announces Chief Executive Officer Changes
Perpetual Limited, Annual General Meeting, Oct 17, 2024 Aug 06
PYFA Australia Pty Ltd completed the acquisition of remaining 89.67% stake in Probiotec Limited (ASX:PBP). Jun 18 KKR & Co. Inc. (NYSE:KKR) agreed to acquire Wealth Management and Corporate Trust businesses of Perpetual Limited (ASX:PPT) for AUD 2.1 billion May 09
Perpetual Confirms Talks with KKR May 01
Now 21% undervalued after recent price drop Apr 26
PRM Services LLC made an offer to acquire remaining 88.54% stake in Sierra Rutile Holdings Limited (ASX:SRX) from Samuel Terry Absolute Return Fund managed by Samuel Terry Asset Management Pty Ltd, Perpetual Limited (ASX:PPT), Ecsson Investments Limited, Rockbridge Overseas Limited, Mano Mining And Logistics Limited, Assaad Yazbeck and Joseph Yazbeck for AUD 35.7 million. Mar 21
Upcoming dividend of AU$0.65 per share Mar 06
Perpetual Limited to Report Fiscal Year 2024 Results on Oct 31, 2024 Mar 01
Washington H. Soul Pattinson and Company Limited cancelled the acquisition of Perpetual Limited (ASX:PPT) for AUD 2.7 billion. Dec 06
Perpetual Limited Announces Executive Changes Nov 03
Perpetual Limited Announces Board Changes Oct 19
Perpetual Limited to Report First Half, 2024 Results on Feb 23, 2024 Sep 21
Upcoming dividend of AU$0.65 per share at 5.7% yield Aug 31 Perpetual Limited Announces Fully Franked Dividend for the Six Months Ended June 30, 2023, Payable on September 29, 2023
Full year 2023 earnings released: EPS: AU$0.73 (vs AU$1.80 in FY 2022) Aug 24 Perpetual Limited Provides Executive Committee Update
Investor sentiment deteriorates as stock falls 15% Mar 14
Upcoming dividend of AU$0.55 per share at 8.5% yield Mar 02
First half 2023 earnings released: EPS: AU$0.47 (vs AU$1.05 in 1H 2022) Feb 24
Perpetual Limited Announces Special Dividend for the Quarter Ended September 30, 2022, Payable on February 8, 2023 Jan 25
Perpetual Limited Announces Board Changes Jan 23
Perpetual Limited (ASX:PPT) completed the acquisition of acquire Pendal Group Limited (ASX:PDL) from a group of shareholders. Jan 13
Perpetual Limited Confirms Special Dividend, Payable on 8 February 2023 Jan 03
Perpetual Limited Resolves Special Dividend for the 3-Month Period Ending 30 September 2022, Payable on 8 February 2023 Dec 13
Perpetual Limited Announces Appointment of Pendal Directors to the Perpetual Board Dec 12 Perpetual Limited, Annual General Meeting, Oct 19, 2023
Perpetual Limited Promotes Vince Pezzullo as Head of Equities Within Perpetual Asset Management Australia Nov 21
Regal Partners Limited (ASX:RPL) and Morello Pte. Limited cancelled the acquisition of Perpetual Resources Limited (ASX:PEC). Nov 12
Regal Partners Limited (ASX:RPL) and Morello Pte. Limited made an offer to acquire Perpetual Limited (ASX:PEC) for AUD 1.7 billion. Nov 04
Investor sentiment improved over the past week Nov 04
Independent Director recently bought AU$1.2m worth of stock Sep 30
Upcoming dividend of AU$0.97 per share Sep 01
Full year 2022 earnings released: EPS: AU$1.80 (vs AU$1.32 in FY 2021) Aug 26
Perpetual Limited Announces Fully Franked Dividend for Six Months Ended June 30, 2022, Payable on September 30, 2022 Aug 25
Perpetual, Pendal Deal Likely After Weekend Talks Jul 25
IGO Nickel Holdings Pty Ltd completed the acquisition of Western Areas Limited (ASX:WSA) from Perpetual Limited (ASX:PPT), Wyloo Consolidated Investments Pty Ltd and others. Jun 22
Perpetual Limited, Annual General Meeting, Oct 20, 2022 May 05 Perpetual Limited (ASX:PPT) entered into non-binding indicative proposal to acquire Pendal Group Limited (ASX:PDL) from a group of shareholders for AUD 2.6 billion. Apr 06
Upcoming dividend of AU$1.12 per share Mar 03
First half 2022 earnings: EPS in line with analyst expectations despite revenue beat Feb 27
Perpetual Limited Declares an Interim Ordinary Dividend for the Six Months Ended 31 December 2021, Payable on 1 April 2022 Feb 25
Perpetual Limited Announces the Resignation of Richard McCarthy as Director of the Responsible Entity Feb 01
Perpetual and Barrow Hanley Launch Two Mutual Funds Dec 30
Upcoming dividend of AU$0.96 per share Aug 26
Full year 2021 earnings released: EPS AU$1.35 (vs AU$1.76 in FY 2020) Aug 20
Perpetual Limited (ASX:PPT) acquired Jacaranda Financial Planning Pty Ltd. Aug 12
Independent Director recently bought AU$102k worth of stock Mar 09
Upcoming Dividend of AU$0.84 Per Share Feb 25
Independent Non-Executive Director recently bought AU$120k worth of stock Feb 24
First half 2021 earnings released: EPS AU$0.54 (vs AU$1.10 in 1H 2020) Feb 20
New 90-day low: AU$31.50 Feb 20
Revenue beats expectations Feb 20
New 90-day high: AU$36.23 Jan 07
New 90-day high: AU$35.96 Dec 10
New 90-day high: AU$33.05 Nov 24 Perpetual Limited to Report First Half, 2021 Results on Feb 18, 2021
Perpetual Limited, Annual General Meeting, Oct 21, 2021 Nov 16
New 90-day low: AU$27.57 Oct 30
A consortium comprising funds and affiliates of Pacific Equity Partners and The Carlyle Group Inc. (NasdaqGS:CG) including Pacific Equity Partners Fund VI, L.P., Pep Investment Pty Limited, Eagle Coinvestment PTY Ltd and others made a conditional non-binding indicative proposal to acquire Link Administration Holdings Limited (ASX:LNK) from Perpetual Limited (ASX:PPT) and others for AUD 2.8 billion. Oct 12
Independent Director recently bought AU$112k worth of stock Oct 03
New 90-day low: AU$27.81 Sep 22
Perpetual Limited has completed a Follow-on Equity Offering in the amount of AUD 51.51 million. Aug 31
Perpetual Limited (ASX:PPT) entered into a definitive agreement to acquire 75.1% stake in Barrow, Hanley, Mewhinney & Strauss, Inc. from BrightSphere Investment Group Inc. (NYSE:BSIG) for approximately $320 million. Jul 30 Shareholder Returns PPT AU Capital Markets AU Market 7D -2.0% -3.5% -2.7% 1Y -22.1% 21.2% 6.5%
See full shareholder returns
Return vs Market: PPT underperformed the Australian Market which returned 6.5% over the past year.
Price Volatility Is PPT's price volatile compared to industry and market? PPT volatility PPT Average Weekly Movement 3.7% Capital Markets Industry Average Movement 4.0% Market Average Movement 8.0% 10% most volatile stocks in AU Market 16.8% 10% least volatile stocks in AU Market 3.1%
Stable Share Price: PPT has not had significant price volatility in the past 3 months compared to the Australian market.
Volatility Over Time: PPT's weekly volatility (4%) has been stable over the past year.
About the Company Perpetual Limited is a publicly owned investment manager. The firm offers a range of financial products and services in Australia. The company provides funds management, portfolio management, financial planning, trustee, responsible entity and compliance services, executor services, investment administration and custody services, and mortgage processing services.
Show more Perpetual Limited Fundamentals Summary How do Perpetual's earnings and revenue compare to its market cap? PPT fundamental statistics Market cap AU$2.16b Earnings (TTM ) -AU$472.20m Revenue (TTM ) AU$1.36b
Earnings & Revenue Key profitability statistics from the latest earnings report (TTM) PPT income statement (TTM ) Revenue AU$1.36b Cost of Revenue AU$807.00m Gross Profit AU$550.50m Other Expenses AU$1.02b Earnings -AU$472.20m
Last Reported Earnings
Jun 30, 2024
Next Earnings Date
Feb 26, 2025
Earnings per share (EPS) -4.28 Gross Margin 40.55% Net Profit Margin -34.78% Debt/Equity Ratio 39.0%
How did PPT perform over the long term?
See historical performance and comparison Dividends
6.0% Current Dividend Yield
Company Analysis and Financial Data Status Data Last Updated (UTC time) Company Analysis 2024/12/22 12:11 End of Day Share Price 2024/12/20 00:00 Earnings 2024/06/30 Annual Earnings 2024/06/30
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.
Package Data Timeframe Example US Source * Company Financials 10 years Income statement Cash flow statement Balance sheet Analyst Consensus Estimates +3 years Forecast financials Analyst price targets Market Prices 30 years Stock prices Dividends, Splits and Actions Ownership 10 years Top shareholders Insider trading Management 10 years Leadership team Board of directors Key Developments 10 years
* 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 .
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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.
Analyst Institution Russell Wright Barclay Pearce Capital Pty Limited Marcus Barnard Bell Potter Lara Tufegdzic BofA Global Research
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