Perpetual Management

Management criteria checks 1/4

We currently do not have sufficient information about the CEO.

Key information

Bernard Reilly

Chief executive officer

n/a

Total compensation

CEO salary percentage	n/a
CEO tenure	less than a year
CEO ownership	n/a
Management average tenure	2yrs
Board average tenure	1.6yrs

Recent management updates

Recent updates

CEO

Bernard Reilly

less than a year

Tenure

Mr. Bernard Patrick Reilly, CFA is Chief Executive Officer and Managing Director and Director of Perpetual Limited since September 2, 2024. He was an Executive Vice President and Global Head of Strategy at...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Christopher Green	Chief Financial Officer	6.3yrs	AU$1.79m	0.035% € 459.9k
Mark Smith	Chief Executive of Wealth Management	2yrs	AU$2.37m	0.038% € 497.2k
Richard McCarthy	Chief Executive of Perpetual Corporate Trust	2yrs	AU$1.76m	0.014% € 182.6k
Sam Mosse	Chief Risk & Sustainability Officer	2yrs	AU$1.41m	0.0081% € 107.3k
Bernard Reilly	CEO, MD & Director	less than a year	no data	no data
James MacNevin	Chief Operating Officer	less than a year	no data	no data
Susie Reinhardt	Head of Investor Relations	no data	no data	no data
Kristen Allen	General Manager of Corporate Communications	no data	no data	no data
Paul Chasemore	Chief People Officer	no data	AU$57.00k	no data
Michael Korber	Managing Director of Credit & Fixed Income	5yrs	no data	no data
Michael O'Dea	Head of Multi Asset	10.6yrs	no data	no data
Vince Pezzullo	Head of Equities & Portfolio Manager	17.5yrs	no data	no data

2.0yrs

Average Tenure

Experienced Management: PVQ's management team is considered experienced (2 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Bernard Reilly	CEO, MD & Director	less than a year	no data	no data
Philip Wagstaff	Independent Non-Executive Director	1.2yrs	AU$204.64k	no data
Mona Aboelnaga Kanaan	Independent Non-Executive Director	3.6yrs	AU$349.50k	0.00092% € 12.1k
Christopher Mark Jones	Independent Non-Executive Director	2yrs	AU$350.88k	0.0069% € 90.6k
Fiona Trafford-Walker	Independent Non-Executive Chairman	5.1yrs	AU$227.69k	0.0032% € 41.7k
Gregory John Cooper	Independent Non-Executive Deputy Chairman	5.3yrs	AU$242.87k	0.015% € 197.0k
Paul Ruiz	Independent Non-Executive Director	less than a year	no data	0.0014% € 18.0k
Rodney Forrest	Independent Director	less than a year	no data	no data

1.6yrs

Average Tenure

56.5yo

Average Age

Experienced Board: PVQ's board of directors are not considered experienced ( 1.6 years average tenure), which suggests a new board.

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/02 08:59
End of Day Share Price	2025/01/02 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	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* 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.

Analyst	Institution
Russell Wright	Barclay Pearce Capital Pty Limited
Marcus Barnard	Bell Potter
Lara Tufegdzic	BofA Global Research

Perpetual Management

Management criteria checks 1/4

Key information

Recent management updates

High number of new directors

Perpetual Limited Announces Board Changes

Perpetual Limited Announces Chief Executive Officer Changes

Perpetual Limited, Annual General Meeting, Oct 17, 2024

Perpetual Limited Announces Executive Changes

Perpetual Limited Announces Board Changes

Recent updates

High number of new directors

Perpetual Limited to Report First Half, 2025 Results on Feb 27, 2025

Perpetual Limited Announces Board Changes

Final dividend of AU$0.53 announced

Full year 2024 earnings released: AU$4.21 loss per share (vs AU$0.73 profit in FY 2023)

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

PYFA Australia Pty Ltd completed the acquisition of remaining 89.67% stake in Probiotec Limited (ASX:PBP).

KKR & Co. Inc. (NYSE:KKR) agreed to acquire Wealth Management and Corporate Trust businesses of Perpetual Limited (ASX:PPT) for AUD 2.1 billion

Perpetual Confirms Talks with KKR

Upcoming dividend of AU$0.65 per share

First half dividend of AU$0.65 announced

Perpetual Limited to Report Fiscal Year 2024 Results on Oct 31, 2024

Washington H. Soul Pattinson and Company Limited cancelled the acquisition of Perpetual Limited (ASX:PPT) for AUD 2.7 billion.

Perpetual Limited Announces Executive Changes

Perpetual Limited Announces Board Changes

Perpetual Limited to Report First Half, 2024 Results on Feb 23, 2024

Upcoming dividend of AU$0.65 per share at 5.7% yield

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)

Perpetual Limited Provides Executive Committee Update

Investor sentiment deteriorates as stock falls 16%

Upcoming dividend of AU$0.55 per share at 8.5% yield

First half 2023 earnings released: EPS: AU$0.47 (vs AU$1.05 in 1H 2022)

Perpetual Limited Announces Special Dividend for the Quarter Ended September 30, 2022, Payable on February 8, 2023

Perpetual Limited Announces Board Changes

Perpetual Limited (ASX:PPT) completed the acquisition of acquire Pendal Group Limited (ASX:PDL) from a group of shareholders.

Perpetual Limited Confirms Special Dividend, Payable on 8 February 2023

Perpetual Limited Resolves Special Dividend for the 3-Month Period Ending 30 September 2022, Payable on 8 February 2023

Perpetual Limited Announces Appointment of Pendal Directors to the Perpetual Board

Perpetual Limited, Annual General Meeting, Oct 19, 2023

Perpetual Limited Promotes Vince Pezzullo as Head of Equities Within Perpetual Asset Management Australia

Regal Partners Limited (ASX:RPL) and Morello Pte. Limited cancelled the acquisition of Perpetual Resources Limited (ASX:PEC).

Investor sentiment improved over the past week

Regal Partners Limited (ASX:RPL) and Morello Pte. Limited made an offer to acquire Perpetual Limited (ASX:PEC) for AUD 1.7 billion.

Independent Director recently bought €803k worth of stock

Upcoming dividend of AU$0.97 per share

Full year 2022 earnings released: EPS: AU$1.80 (vs AU$1.32 in FY 2021)

Perpetual Limited Announces Fully Franked Dividend for Six Months Ended June 30, 2022, Payable on September 30, 2022

Perpetual, Pendal Deal Likely After Weekend Talks

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.

Perpetual Limited, Annual General Meeting, Oct 20, 2022

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.

Upcoming dividend of AU$1.12 per share

First half 2022 earnings: EPS in line with analyst expectations despite revenue beat

Perpetual Limited Declares an Interim Ordinary Dividend for the Six Months Ended 31 December 2021, Payable on 1 April 2022

Perpetual Limited Announces the Resignation of Richard McCarthy as Director of the Responsible Entity

Perpetual and Barrow Hanley Launch Two Mutual Funds

Upcoming dividend of AU$0.96 per share

Full year 2021 earnings released: EPS AU$1.35 (vs AU$1.76 in FY 2020)

Perpetual Limited (ASX:PPT) acquired Jacaranda Financial Planning Pty Ltd.

Independent Director recently bought €65k worth of stock

New 90-day low: €19.40

Independent Non-Executive Director recently bought €78k worth of stock

First half 2021 earnings released: EPS AU$0.54 (vs AU$1.10 in 1H 2020)

Revenue beats expectations

New 90-day high: €22.60

New 90-day high: €21.00

New 90-day high: €19.70

Perpetual Limited to Report First Half, 2021 Results on Feb 18, 2021

Perpetual Limited, Annual General Meeting, Oct 21, 2021

New 90-day low: €16.30

Independent Director recently bought €69k worth of stock

New 90-day low: €16.80

Perpetual Limited has completed a Follow-on Equity Offering in the amount of AUD 51.51 million.

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.

CEO

Tenure