Perpetual Limited

OTCPK:PPTT.F Stock Report

Market Cap: US$1.5b

Perpetual Ownership

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

Recent Insider Transactions

OTCPK:PPTT.F Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
28 Apr 25BuyUS$24,730BlackRock, Inc.Company2,437US$10.15
28 Apr 25SellUS$683,757BlackRock, Inc.Company67,339US$10.15
24 Apr 25BuyUS$57,373BlackRock, Inc.Company695,257US$15.33
22 Apr 25BuyUS$26,273Philip WagstaffIndividual2,670US$9.84
17 Apr 25BuyUS$34,976Paul RuizIndividual3,492US$10.02
27 Mar 25BuyUS$100,587Christopher Mark JonesIndividual8,000US$12.57
27 Mar 25BuyUS$41,441,532The Vanguard Group, Inc.Company1,887,376US$21.96
18 Mar 25SellUS$11,317,288The Vanguard Group, Inc.Company557,162US$20.56
13 Mar 25BuyUS$25,212Philip WagstaffIndividual2,125US$11.86
13 Mar 25BuyUS$7,906Macquarie Investment Management LimitedCompany4,968US$12.32
13 Mar 25BuyUS$0Macquarie Group, Ltd., Banking & Securities InvestmentsCompany7,647US$12.61
13 Mar 25SellUS$0Macquarie Investment Management LimitedCompany6,186US$12.53
13 Mar 25SellUS$0Macquarie Group, Ltd., Banking & Securities InvestmentsCompany92,394US$12.58
12 Mar 25BuyUS$13,376Mona Aboelnaga KanaanIndividual1,111US$12.04
12 Mar 25BuyUS$0Macquarie Capital Investment Management LLCCompany80,192US$12.47
07 Mar 25BuyUS$85,447Mona Aboelnaga KanaanIndividual7,000US$12.21
07 Mar 25BuyUS$12,512Fiona Trafford-WalkerIndividual1,026US$12.20
05 Mar 25BuyUS$23,886Philip WagstaffIndividual1,895US$12.60
04 Mar 25BuyUS$62,852Bernard ReillyIndividual5,180US$12.13
03 Mar 25BuyUS$24,937Gregory John CooperIndividual2,000US$12.52
28 Feb 25BuyUS$61,111Paul RuizIndividual4,800US$12.73
28 Feb 25BuyUS$12,413Fiona Trafford-WalkerIndividual984US$12.62
28 Feb 25BuyUS$14,388Macquarie Investment Management LimitedCompany1,125US$12.79
28 Feb 25BuyUS$69,282Macquarie Group, Ltd., Banking & Securities InvestmentsCompany5,347US$12.96
28 Feb 25SellUS$45,969Macquarie Investment Management LimitedCompany3,570US$12.88
28 Feb 25SellUS$67,338Macquarie Group, Ltd., Banking & Securities InvestmentsCompany5,197US$12.96
27 Feb 25BuyUS$0Macquarie Investment Management LimitedCompany163,905US$14.96
27 Feb 25SellUS$0Macquarie Investment Management LimitedCompany28,643US$14.96
27 Feb 25SellUS$0Macquarie Group, Ltd., Banking & Securities InvestmentsCompany3,012,519US$15.01
27 Feb 25SellUS$80,447,975Washington H. Soul Pattinson and Company LimitedCompany6,075,000US$13.24
24 Feb 25BuyUS$0Macquarie Capital Investment Management LLCCompany140,595US$14.52
18 Feb 25SellUS$0Macquarie Capital Investment Management LLCCompany52,194US$14.85
22 Jan 25SellUS$0Macquarie Corporate Holdings Pty LimitedCompany76,610US$13.08
10 Jan 25BuyUS$0Macquarie Group, Ltd., Banking & Securities InvestmentsCompany30,976US$12.80
20 Dec 24BuyUS$0Macquarie Corporate Holdings Pty LimitedCompany275US$12.80
16 Dec 24BuyUS$2,044,664Norges Bank Investment ManagementCompany160,000US$12.86
11 Dec 24BuyUS$2,559,054Norges Bank Investment ManagementCompany200,000US$12.93
09 Dec 24SellUS$4,248,320Norges Bank Investment ManagementCompany300,000US$14.16
24 Oct 24BuyUS$18,256,518Norges Bank Investment ManagementCompany1,346,406US$13.56
10 Sep 24SellUS$3,126BlackRock, Inc.Company819,254US$15.14
06 Sep 24BuyUS$44,395BlackRock, Inc.Company892,917US$15.20
28 Jun 24SellUS$2,774State Street Global Advisors, Inc.Company474,791US$16.81
21 Jun 24BuyUS$0State Street Global Advisors, Inc.Company176,849US$15.82
19 Jun 24BuyUS$5,075BlackRock, Inc.Company1,216,722US$16.86

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 PPTT.F?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders314,5270.285%
Private Companies369,8320.335%
Sovereign Wealth Funds5,615,1265.09%
Public Companies13,214,11512%
Institutions26,933,84024.4%
General Public63,921,83257.9%

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

Top Shareholders

Top 25 shareholders own 41.38% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
12%
Washington H. Soul Pattinson and Company Limited
13,214,115US$177.0m0%no data
7.33%
State Street Global Advisors, Inc.
8,086,323US$108.3m0%no data
5.18%
BlackRock, Inc.
5,712,180US$76.5m0.53%no data
5.09%
Norges Bank Investment Management
5,615,126US$75.2m53.8%0.01%
2.57%
The Vanguard Group, Inc.
2,836,386US$38.0m0%no data
2.53%
Dimensional Fund Advisors LP
2,797,840US$37.5m-0.13%0.01%
1.09%
Mutual Trust Pty Ltd
1,203,650US$16.1m-27.1%36.54%
1.09%
Diversified United Investment Limited
1,200,000US$16.1m0%1.8%
1.03%
Franklin Resources, Inc.
1,141,366US$15.3m-0.01%0.01%
0.51%
Netwealth Investments Ltd.
563,432US$7.5m62.1%0.08%
0.39%
Carlton Investments Ltd.
435,588US$5.8m0%0.98%
0.39%
BetaShares Capital Limited
426,217US$5.7m7.55%0.03%
0.34%
Enbeear Pty Limited
369,832US$5.0m0%no data
0.29%
Charles Schwab Investment Management, Inc.
322,939US$4.3m1.61%no data
0.29%
Colonial First State Investments Limited
319,326US$4.3m-52.4%0.04%
0.26%
Nordea Investment Management, AB
287,725US$3.9m-0.83%no data
0.22%
First Samuel Limited
243,844US$3.3m8.24%2.67%
0.21%
Nt-Comnwlth Super Corp
226,959US$3.0m0%0.04%
0.14%
Van Eck Associates Corporation
156,738US$2.1m1.86%no data
0.12%
Russell Investment Management Ltd.
128,932US$1.7m1.09%0.34%
0.08%
Goldman Sachs Asset Management, L.P.
88,355US$1.2m0%no data
0.076%
Geode Capital Management, LLC
84,380US$1.1m14.5%no data
0.073%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
80,762US$1.1m0%no data
0.063%
Northern Trust Global Investments
69,219US$927.2k4.19%no data
0.059%
Robert Adams
64,626US$865.5k0.8%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/28 00:56
End of Day Share Price 2024/10/31 00:00
Earnings2024/06/30
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