Perpetual Limited

DB:PVQ Stock Report

Market Cap: €1.1b

Perpetual Ownership

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

Recent Insider Transactions

DB:PVQ Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
28 Apr 25Buy€21,735BlackRock, Inc.Company2,437€8.92
28 Apr 25Sell€600,954BlackRock, Inc.Company67,339€8.92
24 Apr 25Buy€50,528BlackRock, Inc.Company695,257€13.50
22 Apr 25Buy€22,887Philip WagstaffIndividual2,670€8.57
17 Apr 25Buy€30,758Paul RuizIndividual3,492€8.81
27 Mar 25Buy€93,184Christopher Mark JonesIndividual8,000€11.65
27 Mar 25Buy€38,391,435The Vanguard Group, Inc.Company1,887,376€20.34
18 Mar 25Sell€10,351,923The Vanguard Group, Inc.Company557,162€18.81
13 Mar 25Buy€23,208Philip WagstaffIndividual2,125€10.92
13 Mar 25Buy€7,277Macquarie Investment Management LimitedCompany4,968€11.34
13 Mar 25Buy€0Macquarie Group, Ltd., Banking & Securities InvestmentsCompany7,647€11.61
13 Mar 25Sell€0Macquarie Investment Management LimitedCompany6,186€11.54
13 Mar 25Sell€0Macquarie Group, Ltd., Banking & Securities InvestmentsCompany92,394€11.58
12 Mar 25Buy€12,252Mona Aboelnaga KanaanIndividual1,111€11.03
12 Mar 25Buy€0Macquarie Capital Investment Management LLCCompany80,192€11.43
07 Mar 25Buy€78,714Mona Aboelnaga KanaanIndividual7,000€11.24
07 Mar 25Buy€11,526Fiona Trafford-WalkerIndividual1,026€11.23
05 Mar 25Buy€22,169Philip WagstaffIndividual1,895€11.70
04 Mar 25Buy€59,684Bernard ReillyIndividual5,180€11.52
03 Mar 25Buy€23,757Gregory John CooperIndividual2,000€11.93
28 Feb 25Buy€58,734Paul RuizIndividual4,800€12.24
28 Feb 25Buy€11,930Fiona Trafford-WalkerIndividual984€12.12
28 Feb 25Buy€13,828Macquarie Investment Management LimitedCompany1,125€12.29
28 Feb 25Buy€66,587Macquarie Group, Ltd., Banking & Securities InvestmentsCompany5,347€12.45
28 Feb 25Sell€44,181Macquarie Investment Management LimitedCompany3,570€12.38
28 Feb 25Sell€64,719Macquarie Group, Ltd., Banking & Securities InvestmentsCompany5,197€12.45
27 Feb 25Buy€0Macquarie Investment Management LimitedCompany163,905€14.38
27 Feb 25Sell€0Macquarie Investment Management LimitedCompany28,643€14.37
27 Feb 25Sell€0Macquarie Group, Ltd., Banking & Securities InvestmentsCompany3,012,519€14.42
27 Feb 25Sell€77,310,504Washington H. Soul Pattinson and Company LimitedCompany6,075,000€12.73
24 Feb 25Buy€0Macquarie Capital Investment Management LLCCompany140,595€13.87
18 Feb 25Sell€0Macquarie Capital Investment Management LLCCompany52,194€14.19
22 Jan 25Sell€0Macquarie Corporate Holdings Pty LimitedCompany76,610€12.56
10 Jan 25Buy€0Macquarie Group, Ltd., Banking & Securities InvestmentsCompany30,976€12.51
20 Dec 24Buy€0Macquarie Corporate Holdings Pty LimitedCompany275€12.29
16 Dec 24Buy€1,946,520Norges Bank Investment ManagementCompany160,000€12.24
11 Dec 24Buy€2,440,570Norges Bank Investment ManagementCompany200,000€12.33
09 Dec 24Sell€4,015,512Norges Bank Investment ManagementCompany300,000€13.39
24 Oct 24Buy€16,901,884Norges Bank Investment ManagementCompany1,346,406€12.55
10 Sep 24Sell€2,835BlackRock, Inc.Company819,254€13.73
06 Sep 24Buy€39,982BlackRock, Inc.Company892,917€13.69
28 Jun 24Sell€2,589State Street Global Advisors, Inc.Company474,791€15.69
21 Jun 24Buy€0State Street Global Advisors, Inc.Company176,849€14.81
19 Jun 24Buy€4,725BlackRock, Inc.Company1,216,722€15.69

Insider Trading Volume

Insider Buying: PVQ insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of PVQ?
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.
8,150,910€77.1m0.8%no data
6.16%
The Vanguard Group, Inc.
6,894,062€65.2m143%no data
5.48%
Washington H. Soul Pattinson and Company Limited
6,139,115€58.1m-53.5%no data
5.02%
Norges Bank Investment Management
5,615,126€53.1m1.59%no data
5.01%
BlackRock, Inc.
5,606,761€53.0m-1.85%no data
3.86%
Macquarie Group, Ltd., Banking & Securities Investments
4,325,990€40.9m182%0.24%
2.7%
Dimensional Fund Advisors LP
3,027,831€28.6m4.66%no data
1.19%
Franklin Resources, Inc.
1,336,898€12.6m0.05%no data
1.08%
Mutual Trust Pty Ltd
1,203,650€11.4m0%28.2%
1.07%
Diversified United Investment Limited
1,200,000€11.3m0%1.45%
0.74%
Macquarie Capital Investment Management LLC
833,474€7.9m-4.36%0.64%
0.5%
Netwealth Investments Ltd.
563,432€5.3m0%0.06%
0.45%
Macquarie Investment Management Limited
498,222€4.7m17.3%0.19%
0.39%
Carlton Investments Ltd.
435,588€4.1m0%0.75%
0.39%
BetaShares Capital Limited
434,149€4.1m1.86%0.03%
0.33%
Enbeear Pty Limited
369,832€3.5m0%no data
0.29%
Charles Schwab Investment Management, Inc.
328,407€3.1m1.72%no data
0.29%
Colonial First State Investments Limited
319,326€3.0m0%0.04%
0.22%
Nordea Investment Management, AB
250,346€2.4m-0.95%no data
0.22%
First Samuel Limited
243,844€2.3m0%2.06%
0.2%
Nt-Comnwlth Super Corp
226,959€2.1m0%0.03%
0.14%
Van Eck Associates Corporation
154,818€1.5m-1.22%no data
0.12%
WisdomTree Asset Management, Inc.
139,172€1.3m0%0.01%
0.076%
Geode Capital Management, LLC
84,528€799.4k0.31%no data
0.072%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
80,762€763.7k0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/02 08:38
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