Perpetual Limited

CHIA:PPT Stock Report

Market Cap: AU$1.9b

Perpetual Ownership

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

Recent Insider Transactions

CHIA:PPT Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
28 Apr 25BuyAU$38,553BlackRock, Inc.Company2,437AU$15.82
28 Apr 25SellAU$1,065,976BlackRock, Inc.Company67,339AU$15.83
24 Apr 25BuyAU$89,691BlackRock, Inc.Company695,257AU$23.96
22 Apr 25BuyAU$41,118Philip WagstaffIndividual2,670AU$15.40
17 Apr 25BuyAU$54,821Paul RuizIndividual3,492AU$15.70
27 Mar 25BuyAU$159,420Christopher Mark JonesIndividual8,000AU$19.93
27 Mar 25BuyAU$65,680,684The Vanguard Group, Inc.Company1,887,376AU$34.80
18 Mar 25SellAU$17,795,869The Vanguard Group, Inc.Company557,162AU$32.33
13 Mar 25BuyAU$40,077Philip WagstaffIndividual2,125AU$18.86
13 Mar 25BuyAU$12,567Macquarie Investment Management LimitedCompany4,968AU$19.59
13 Mar 25BuyAU$0Macquarie Group, Ltd., Banking & Securities InvestmentsCompany7,647AU$20.05
13 Mar 25SellAU$0Macquarie Investment Management LimitedCompany6,186AU$19.92
13 Mar 25SellAU$0Macquarie Group, Ltd., Banking & Securities InvestmentsCompany92,394AU$20.00
12 Mar 25BuyAU$21,198Mona Aboelnaga KanaanIndividual1,111AU$19.08
12 Mar 25BuyAU$0Macquarie Capital Investment Management LLCCompany80,192AU$19.77
07 Mar 25BuyAU$135,579Mona Aboelnaga KanaanIndividual7,000AU$19.37
07 Mar 25BuyAU$19,853Fiona Trafford-WalkerIndividual1,026AU$19.35
05 Mar 25BuyAU$37,881Philip WagstaffIndividual1,895AU$19.99
04 Mar 25BuyAU$101,367Bernard ReillyIndividual5,180AU$19.57
03 Mar 25BuyAU$39,934Gregory John CooperIndividual2,000AU$20.05
28 Feb 25BuyAU$98,432Paul RuizIndividual4,800AU$20.51
28 Feb 25BuyAU$19,994Fiona Trafford-WalkerIndividual984AU$20.32
28 Feb 25BuyAU$23,175Macquarie Investment Management LimitedCompany1,125AU$20.60
28 Feb 25BuyAU$111,592Macquarie Group, Ltd., Banking & Securities InvestmentsCompany5,347AU$20.87
28 Feb 25SellAU$74,042Macquarie Investment Management LimitedCompany3,570AU$20.74
28 Feb 25SellAU$108,461Macquarie Group, Ltd., Banking & Securities InvestmentsCompany5,197AU$20.87
27 Feb 25BuyAU$0Macquarie Investment Management LimitedCompany163,905AU$23.93
27 Feb 25SellAU$0Macquarie Investment Management LimitedCompany28,643AU$23.92
27 Feb 25SellAU$0Macquarie Group, Ltd., Banking & Securities InvestmentsCompany3,012,519AU$24.00
27 Feb 25SellAU$128,668,491Washington H. Soul Pattinson and Company LimitedCompany6,075,000AU$21.18
24 Feb 25BuyAU$0Macquarie Capital Investment Management LLCCompany140,595AU$22.83
18 Feb 25SellAU$0Macquarie Capital Investment Management LLCCompany52,194AU$23.38
22 Jan 25SellAU$0Macquarie Corporate Holdings Pty LimitedCompany76,610AU$20.87
10 Jan 25BuyAU$0Macquarie Group, Ltd., Banking & Securities InvestmentsCompany30,976AU$20.83
20 Dec 24BuyAU$0Macquarie Corporate Holdings Pty LimitedCompany275AU$20.47
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

Insider Trading Volume

Insider Buying: PPT 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 Insiders355,7530.318%
Private Companies369,8320.33%
Sovereign Wealth Funds5,615,1265.02%
Public Companies6,139,1155.48%
Institutions37,124,61133.2%
General Public62,341,88355.7%

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

Top Shareholders

Top 25 shareholders own 43.29% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
7.28%
State Street Global Advisors, Inc.
8,150,910AU$135.1m0.8%no data
6.16%
The Vanguard Group, Inc.
6,894,062AU$114.3m143%no data
5.48%
Washington H. Soul Pattinson and Company Limited
6,139,115AU$101.8m-53.5%no data
5.02%
Norges Bank Investment Management
5,615,126AU$93.1m1.59%no data
5.01%
BlackRock, Inc.
5,606,761AU$93.0m-1.85%no data
3.86%
Macquarie Group, Ltd., Banking & Securities Investments
4,325,990AU$71.7m182%0.24%
2.7%
Dimensional Fund Advisors LP
3,027,831AU$50.2m4.66%no data
1.19%
Franklin Resources, Inc.
1,336,898AU$22.2m0.05%no data
1.08%
Mutual Trust Pty Ltd
1,203,650AU$20.0m0%28.2%
1.07%
Diversified United Investment Limited
1,200,000AU$19.9m0%1.45%
0.74%
Macquarie Capital Investment Management LLC
833,474AU$13.8m-4.36%0.64%
0.5%
Netwealth Investments Ltd.
563,432AU$9.3m0%0.06%
0.45%
Macquarie Investment Management Limited
498,222AU$8.3m17.3%0.19%
0.39%
Carlton Investments Ltd.
435,588AU$7.2m0%0.75%
0.39%
BetaShares Capital Limited
434,149AU$7.2m1.86%0.03%
0.33%
Enbeear Pty Limited
369,832AU$6.1m0%no data
0.29%
Charles Schwab Investment Management, Inc.
328,407AU$5.4m1.72%no data
0.29%
Colonial First State Investments Limited
319,326AU$5.3m0%0.04%
0.22%
Nordea Investment Management, AB
250,346AU$4.2m-0.95%no data
0.22%
First Samuel Limited
243,844AU$4.0m0%2.06%
0.2%
Nt-Comnwlth Super Corp
226,959AU$3.8m0%0.03%
0.14%
Van Eck Associates Corporation
154,818AU$2.6m-1.22%no data
0.12%
WisdomTree Asset Management, Inc.
139,172AU$2.3m0%0.01%
0.076%
Geode Capital Management, LLC
84,528AU$1.4m0.31%no data
0.072%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
80,762AU$1.3m0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/02 04:14
End of Day Share Price 2025/05/02 00:00
Earnings2024/12/31
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.

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 Github.

Analyst Sources

Perpetual Limited is covered by 24 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
Marcus BarnardBell Potter
Lara TufegdzicBofA Global Research
Richard ColesCGS International