Perpetual Limited (AU:PPT)
ASX:PPT
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PPT Stock Chart & Stats
AU$16.47
-AU$0.13(-0.64%)
At close: 4:00 PM EST
AU$16.47
-AU$0.13(-0.64%)
Day’s Range― - ―
52-Week RangeAU$15.63 - AU$22.32
Previous CloseN/A
Volume177.95K
Average Volume (3M)220.36K
Market Cap
AU$1.86B
Enterprise ValueAU$2.64B
Total Cash (Recent Filing)AU$589.80M
Total Debt (Recent Filing)AU$1.06B
Price to Earnings (P/E)9.8
Beta1.32
Next Earnings
Aug 26, 2026EPS Estimate
0.85Next Dividend Ex-DateN/A
Dividend Yield6.01%
Share Statistics
EPS (TTM)0.97
Shares Outstanding115,651,220
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$19.45Price Target Upside18.09% Upside
Rating ConsensusHold
Number of Analyst Covering5
EPS Forecast (FY)1.79
Revenue Forecast (FY)AU$1.38B
Bulls Say, Bears Say
Bulls Say
Diversified Fee-based Business ModelPerpetual's core businesses generate recurring fee revenue across asset management, private wealth and corporate trust, spreading client and revenue risk across retail, institutional and corporate channels. That diversified, fee-based model offers structural resilience and scale benefits as FUM and client mandates grow, supporting stable revenue streams over a multi-month horizon despite market cycles.
Positive Operating Cash Flow GenerationA positive operating cash flow to net income ratio indicates the business converts reported profits into real cash, underpinning day-to-day liquidity. This operational cash generation provides a durable buffer to service obligations, fund working capital and support client operations, reducing immediate refinancing risk even if free cash flow trends are under pressure.
Stable Equity Ratio / Balanced CapitalizationA stable equity ratio points to a balanced mix of equity and liabilities on the balance sheet, offering structural capitalization that can absorb shocks. This foundation supports longer-term strategic actions—reinvesting in growth, maintaining fiduciary responsibilities and negotiating with lenders—improving resilience over the coming months while management addresses operational issues.
Bears Say
Severe Revenue CollapseA near-total revenue collapse is a structural red flag: it erodes the recurring fee base central to Perpetual's model, reduces scale economics and pressures client retention and distribution. Restoring revenue requires convincing clients and markets or winning new mandates, a multi-month process that materially constrains margin recovery and strategic flexibility.
Rising Leverage And Weak ProfitabilityIncreasing leverage combined with negative ROE weakens financial flexibility: higher debt amplifies interest exposure and limits the ability to fund investments or absorb shocks. Negative returns on shareholder capital undermine confidence and may restrict access to attractive financing, forcing trade-offs between deleveraging, investment and dividend policy over several quarters.
Declining Free Cash FlowFalling free cash flow reduces the company's capacity to reinvest, pay down debt or maintain discretionary payouts. Persistent FCF decline forces prioritization of liquidity measures and may necessitate asset sales or cost cuts, constraining strategic initiatives and making multi-month recovery plans more difficult without improved operational performance or external capital.
Perpetual Limited News
PPT FAQ
What was Perpetual Limited’s price range in the past 12 months?
Perpetual Limited lowest share price was AU$15.63 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$1.86B.
When is Perpetual Limited’s upcoming earnings report date?
Perpetual Limited’s upcoming earnings report date is Aug 26, 2026 which is in 119 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 115,651,220 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
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10
Analyst Consensus
Hold
Average Price Target:
AU$19.45 (18.09% Upside)
AU$19.45 (18.09% 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
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$19.45
▲(18.09% Upside)
Technical Analysis
AMP
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Options Prices
Currently, No data available
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