Perpetual Limited (AU:PPT)
ASX:PPT
PPT Stock Chart & Stats
AU$16.08
-AU$0.13(-0.64%)
At close: 4:00 PM EST
AU$16.08
-AU$0.13(-0.64%)
Day’s Range― - ―
52-Week RangeAU$14.98 - AU$22.32
Previous CloseN/A
Volume177.95K
Average Volume (3M)220.36K
Market Cap
AU$1.89B
Enterprise ValueAU$2.62B
Total Cash (Recent Filing)AU$589.80M
Total Debt (Recent Filing)AU$1.06B
Price to Earnings (P/E)9.8
Beta1.41
Next Earnings
Aug 26, 2026EPS Estimate
0.85Next Dividend Ex-DateN/A
Dividend Yield6.01%
Share Statistics
EPS (TTM)0.97
Shares Outstanding115,529,570
10 Day Avg. Volume204,215
30 Day Avg. Volume220,360
Financial Highlights & Ratios
PEG Ratio0.40
Price to Book (P/B)1.22
Price to Sales (P/S)87.27
P/FCF Ratio10.26
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
AU$19.90Price Target Upside23.73% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering6
EPS Forecast (FY)1.79
Revenue Forecast (FY)AU$1.38B
Bulls Say, Bears Say
Bulls Say
Fee-based Business ModelPerpetual's core revenue derives from recurring management and trustee fees tied to assets and contractual mandates. This fee-based model supports predictable, scalable income as FUM grows and provides structural revenue resilience versus one-off transaction income, aiding multi-quarter stability.
Stable Equity RatioThe balance sheet shows a stable equity ratio, indicating a balanced asset base that can absorb shocks. A stable equity footing supports regulatory and fiduciary roles, underpins client confidence in trustee functions, and provides a structural buffer while management works to restore profitability.
Operational Cash GenerationPositive operating cash flow relative to net income demonstrates ongoing ability to convert reported earnings into cash. That persistent operational cash generation supports funding of day-to-day fiduciary services, working capital and selective investments without relying solely on external financing.
Bears Say
Severe Revenue DeclineA near-total revenue collapse and negative gross profit and net income indicate major erosion of the firm's fee base or lost mandates. This undermines scale economics, reduces recurring fee income and performance fee potential, and materially elevates the risk to medium-term earnings recovery.
Rising LeverageAn increasing debt-to-equity ratio signals rising financial leverage, which limits strategic flexibility and raises interest expense sensitivity. Coupled with weak profitability, higher leverage magnifies downside in market stress and constrains capacity to invest in distribution or product development.
Declining Free Cash FlowNegative free cash flow growth reduces internal funding for dividends, technology and client retention initiatives. Persistent FCF deterioration impairs the firm's ability to rebuild scale or absorb further revenue shocks, increasing reliance on external financing amid already rising leverage.
Perpetual Limited News
PPT FAQ
What was Perpetual Limited’s price range in the past 12 months?
Perpetual Limited lowest share price was AU$14.98 and its highest was AU$22.32 in the past 12 months.
What is Perpetual Limited’s market cap?
Perpetual Limited’s market cap is AU$1.89B.
When is Perpetual Limited’s upcoming earnings report date?
Perpetual Limited’s upcoming earnings report date is Aug 26, 2026 which is in 139 days.
How were Perpetual Limited’s earnings last quarter?
Perpetual Limited released its earnings results on Feb 25, 2026. The company reported AU$0.971 earnings per share for the quarter, beating the consensus estimate of AU$0.858 by AU$0.113.
Is Perpetual Limited overvalued?
According to Wall Street analysts Perpetual Limited’s price is currently Undervalued.
Does Perpetual Limited pay dividends?
Perpetual Limited pays a Semiannually dividend of AU$0.54 which represents an annual dividend yield of 6.01%. See more information on Perpetual Limited dividends here
What is Perpetual Limited’s EPS estimate?
Perpetual Limited’s EPS estimate is 0.85.
How many shares outstanding does Perpetual Limited have?
Perpetual Limited has 115,529,570 shares outstanding.
What happened to Perpetual Limited’s price movement after its last earnings report?
Perpetual Limited reported an EPS of AU$0.971 in its last earnings report, beating expectations of AU$0.858. Following the earnings report the stock price went up 8.341%.
Which hedge fund is a major shareholder of Perpetual Limited?
Currently, no hedge funds are holding shares in AU:PPT
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Perpetual Limited Stock Smart Score
Outperform
1
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8
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10
Analyst Consensus
Moderate Buy
Average Price Target:
AU$19.90 (23.73% Upside)
AU$19.90 (23.73% Upside)
Blogger Sentiment
Bullish
AU:PPT Sentiment 75%
Sector Average ―
Sector Average ―
Insider Transactions
Bought Shares
Worth AU$127.4K over
the Last 3 Months
the Last 3 Months
News Sentiment
Very Bearish
Bullish news 0%
Bearish news 100%
Bearish news 100%
Fundamentals
Return on Equity
-1.00%
Trailing 12-Months
Asset Growth
-12.33%
Trailing 12-Months
Company Description
Perpetual Limited
Perpetual Limited is a publicly owned investment manager. The firm offers a range of financial products and services in Australia. The company provides funds management, portfolio management, financial planning, trustee, responsible entity and compliance services, executor services, investment administration and custody services, and mortgage processing services. It offers investment capabilities across a range of asset classes, including Australian and global equities, mortgages, cash and fixed interest, and Australian listed property. The company also provides specialist direct-to-client financial services for high net worth individuals that include fiduciary services, such as trust advice and services, custodial solutions, estate planning, estate administration, and executorial services; independent financial advice services with specialist and 'do-it-yourself' superannuation offerings; and philanthropic services. In addition, it offers corporate trustee and transaction support services, including trustee services for mortgage backed and other securitization programs for major banks and non-bank financial institutions; mortgage services, including mortgage preparations, variations and discharges; post settlement servicing; regulatory compliance services for fund managers; custody, unit registry, and accounting services for property and mortgage funds; and trusteeships for corporate debt issues and infrastructure projects. The company was founded in 1886 and is based in Sydney, Australia with additional offices in Adelaide, Brisbane, Canberra, Melbourne and Perth.
PPT Stock 12 Month Forecast
Average Price Target
AU$19.90
▲(23.73% Upside)
Technical Analysis
AMP
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Options Prices
Currently, No data available
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