Perpetual Limited

DB:PVQ Stock Report

Market Cap: €1.2b

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
24 Nov 25Buy€1,459,967BlackRock, Inc.Company203,154€10.52
14 Nov 25Buy€7,630BlackRock, Inc.Company721€10.58
14 Nov 25Sell€34,246BlackRock, Inc.Company3,233€10.62
13 Nov 25Buy€1,504,572BlackRock, Inc.Company122,712€12.47
16 Sep 25Buy€22,810Macquarie Investment Management LimitedCompany2,088€10.96
16 Sep 25Buy€0Macquarie Capital Investment Management LLCCompany20,906€10.97
16 Sep 25Buy€10,226Macquarie Group, Ltd., Banking & Securities InvestmentsCompany932€10.97
16 Sep 25Sell€592Macquarie Group, Ltd., Banking & Securities InvestmentsCompany54€10.96
15 Sep 25Sell€0Macquarie Group, Ltd., Banking & Securities InvestmentsCompany10,393€11.62
12 Sep 25Buy€0Macquarie Investment Management LimitedCompany1,092€11.61
12 Sep 25Buy€0Macquarie Group, Ltd., Banking & Securities InvestmentsCompany479€11.20
11 Sep 25Sell€6,975Macquarie Investment Management LimitedCompany1,036€11.12
10 Sep 25Buy€555,278BlackRock, Inc.Company515,762€12.51
10 Sep 25Sell€24,868BlackRock, Inc.Company657,388€12.48
09 Sep 25Buy€15,183Macquarie Investment Management LimitedCompany1,356€11.20
09 Sep 25Buy€833,372Macquarie Capital Investment Management LLCCompany74,430€11.20
09 Sep 25Sell€6,200Macquarie Investment Management LimitedCompany554€11.19
09 Sep 25Sell€0Macquarie Group, Ltd., Banking & Securities InvestmentsCompany3,673€11.27
08 Sep 25Buy€31,762Macquarie Group, Ltd., Banking & Securities InvestmentsCompany2,855€11.13
05 Sep 25Buy€2,374Macquarie Investment Management LimitedCompany212€11.20
05 Sep 25Buy€11,185Macquarie Group, Ltd., Banking & Securities InvestmentsCompany995€11.24
05 Sep 25Sell€1,090Macquarie Investment Management LimitedCompany97€11.24
05 Sep 25Sell€0Macquarie Group, Ltd., Banking & Securities InvestmentsCompany3,653€11.22
04 Sep 25Buy€0Macquarie Group, Ltd., Banking & Securities InvestmentsCompany9,857€12.26
04 Sep 25Sell€0Macquarie Group, Ltd., Banking & Securities InvestmentsCompany41,578€12.16
03 Sep 25Buy€11,727Macquarie Investment Management LimitedCompany1,970€11.41
03 Sep 25Sell€152,211Macquarie Investment Management LimitedCompany15,329€12.19
29 Aug 25Buy€5,152,586WHSP Holdings LimitedCompany433,029€12.06
29 Aug 25Sell€32,165Macquarie Capital Investment Management LLCCompany2,647€12.15
27 Aug 25Buy€3,984Macquarie Investment Management LimitedCompany326€12.22
27 Aug 25Buy€385,220Macquarie Capital Investment Management LLCCompany31,264€12.32
27 Aug 25Buy€0Macquarie Group, Ltd., Banking & Securities InvestmentsCompany993€12.39
27 Aug 25Sell€0Macquarie Group, Ltd., Banking & Securities InvestmentsCompany115€12.41
26 Aug 25Buy€0Macquarie Investment Management LimitedCompany48,783€12.19
26 Aug 25Buy€0Macquarie Capital Investment Management LLCCompany217,388€12.18
26 Aug 25Buy€0Macquarie Group, Ltd., Banking & Securities InvestmentsCompany220,311€12.31
26 Aug 25Sell€0Macquarie Investment Management LimitedCompany105,839€12.18
25 Aug 25Sell€0Macquarie Group, Ltd., Banking & Securities InvestmentsCompany121,358€12.12
07 Aug 25Sell€0Macquarie Capital Investment Management LLCCompany126,734€12.02
22 Jul 25Buy€12,278,825WHSP Holdings LimitedCompany1,309,020€11.72
04 Jun 25Buy€7,953Macquarie Investment Management LimitedCompany786€10.12
04 Jun 25Buy€0Macquarie Group, Ltd., Banking & Securities InvestmentsCompany2,808€10.20
04 Jun 25Sell€0Macquarie Capital Investment Management LLCCompany31,729€10.23
04 Jun 25Sell€0Macquarie Group, Ltd., Banking & Securities InvestmentsCompany1,707€10.23
03 Jun 25Buy€12,228Macquarie Group, Ltd., Banking & Securities InvestmentsCompany1,204€10.16
03 Jun 25Sell€208,933Macquarie Capital Investment Management LLCCompany20,676€10.11
03 Jun 25Sell€16,815Macquarie Group, Ltd., Banking & Securities InvestmentsCompany1,682€10.00
02 Jun 25Buy€2,729Macquarie Investment Management LimitedCompany268€10.18
02 Jun 25Buy€1,044Macquarie Group, Ltd., Banking & Securities InvestmentsCompany103€10.14
02 Jun 25Sell€2,825Macquarie Investment Management LimitedCompany278€10.16
02 Jun 25Sell€6,759Macquarie Group, Ltd., Banking & Securities InvestmentsCompany669€10.10
30 May 25Sell€0Macquarie Investment Management LimitedCompany108€10.18
30 May 25Sell€0Macquarie Group, Ltd., Banking & Securities InvestmentsCompany7,782€10.25
29 May 25Buy€22,523Macquarie Investment Management LimitedCompany2,211€10.19
29 May 25Buy€0Macquarie Group, Ltd., Banking & Securities InvestmentsCompany5,606€10.22
28 May 25Sell€0Macquarie Capital Investment Management LLCCompany1,472€10.14
27 May 25Buy€0Macquarie Group, Ltd., Banking & Securities InvestmentsCompany23,188€10.38
27 May 25Sell€15,956Macquarie Investment Management LimitedCompany31,550€10.28
27 May 25Sell€0Macquarie Capital Investment Management LLCCompany18,902€10.07
26 May 25Buy€89,421BlackRock, Inc.Company8,864€10.09
26 May 25Sell€0Macquarie Group, Ltd., Banking & Securities InvestmentsCompany14,427€10.39
23 May 25Buy€20,319BlackRock, Inc.Company136,390€10.63
23 May 25Sell€54,689BlackRock, Inc.Company6,810€10.59
21 May 25Buy€12,071Macquarie Investment Management LimitedCompany1,617€10.26
15 May 25Buy€0Macquarie Investment Management LimitedCompany125,644€11.86
15 May 25Buy€0Macquarie Group, Ltd., Banking & Securities InvestmentsCompany148,691€11.44
15 May 25Sell€0Macquarie Investment Management LimitedCompany34,871€11.49
15 May 25Sell€0Macquarie Group, Ltd., Banking & Securities InvestmentsCompany153,344€11.51
14 May 25Sell€0Macquarie Capital Investment Management LLCCompany163,263€10.62
09 May 25Buy€11,091BlackRock, Inc.Company1,136€9.76
08 May 25Sell€35,211BlackRock, Inc.Company128,560€9.57
07 May 25Buy€600,074BlackRock, Inc.Company78,733€9.56
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.Company677,458€13.50
22 Apr 25Buy€22,887Philip WagstaffIndividual2,670€8.57
17 Apr 25Buy€30,758Paul RuizIndividual3,492€8.81
17 Apr 25Buy€0Macquarie Capital Investment Management LLCCompany263,782€11.05
27 Mar 25Buy€93,184Christopher Mark JonesIndividual8,000€11.65
27 Mar 25Buy€38,391,435The Vanguard Group, Inc.Company1,887,376€20.34
21 Mar 25Sell€1,150Macquarie Corporate Holdings Pty LimitedCompany101€11.39
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€77,310,504WHSP Holdings 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

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 PVQ?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders203,5170.181%
Private Companies1,274,0801.13%
Public Companies7,881,1647.02%
Institutions38,665,93934.4%
General Public64,286,55557.2%

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

Top Shareholders

Top 25 shareholders own 41.95% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
7.02%
WHSP Holdings Limited
7,881,164€84.3m28.4%2.95%
6.18%
State Street Global Advisors, Inc.
6,941,923€74.3m-14.8%no data
6.14%
The Vanguard Group, Inc.
6,894,062€73.7m0%no data
5.2%
BlackRock, Inc.
5,836,570€62.4m3.68%no data
5%
Norges Bank Investment Management
5,615,126€60.1m0%no data
3.62%
Macquarie Group Limited
4,070,626€43.5m-0.32%0.21%
2.5%
Dimensional Fund Advisors LP
2,803,873€30.0m1.56%no data
1.16%
Franklin Resources, Inc.
1,298,031€13.9m0%no data
1.11%
Macquarie Capital Investment Management LLC
1,247,641€13.3m21.8%0.24%
0.48%
BetaShares Capital Limited
541,174€5.8m8.93%0.03%
0.46%
Macquarie Investment Management Limited
519,720€5.6m-9.47%0.11%
0.39%
Carlton Investments Ltd.
435,588€4.7m0%0.79%
0.38%
Carlton Hotel Ltd.
424,964€4.5m0%no data
0.33%
Netwealth Investments Ltd.
375,533€4.0m-33.4%0.04%
0.33%
Enbeear Pty Limited
369,832€4.0m0%no data
0.29%
Charles Schwab Investment Management, Inc.
326,104€3.5m-0.14%no data
0.28%
Vesta Investments Pty Ltd
312,984€3.3m0%no data
0.23%
Nordea Investment Management, AB
256,108€2.7m0%no data
0.19%
Mutual Trust Pty Ltd
208,376€2.2m-82.7%0.11%
0.18%
Diversified United Investment Limited
200,000€2.1m0%0.28%
0.15%
JS Millner Holdings Pty Limited
166,300€1.8m0%no data
0.12%
WisdomTree Asset Management, Inc.
130,033€1.4m-2.65%0.01%
0.079%
Goldman Sachs Asset Management, L.P.
88,312€944.7k0%no data
0.077%
Geode Capital Management, LLC
86,316€923.3k7.25%no data
0.075%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
83,885€897.4k0%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/12/07 19:34
End of Day Share Price 2025/12/05 00:00
Earnings2025/06/30
Annual Earnings2025/06/30

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 20 analysts. 8 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