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Perpetual Equity Investment Co. Ltd. (AU:PIC)
ASX:PIC

Perpetual Equity Investment Co. Ltd. (PIC) AI Stock Analysis

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AU:PIC

Perpetual Equity Investment Co. Ltd.

(Sydney:PIC)

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Neutral 69 (OpenAI - 4o)
Rating:69Neutral
Price Target:―
Perpetual Equity Investment Co. Ltd. shows strengths in financial stability with no debt and strong equity ratios, although it faces challenges in revenue consistency and cash flow stability. While technical indicators suggest neutral to weak momentum, the valuation is appealing with a reasonable P/E ratio and a high dividend yield. The overall score reflects a stable but cautious outlook, with significant attention needed on revenue growth and cash flow enhancement.

Perpetual Equity Investment Co. Ltd. (PIC) vs. iShares MSCI Australia ETF (EWA)

Perpetual Equity Investment Co. Ltd. Business Overview & Revenue Model

Company DescriptionPerpetual Equity Investment Company Limited invests and manages the portfolio of listed securities. The company was incorporated in 2014 and is headquartered in Sydney, Australia.
How the Company Makes MoneyPerpetual Equity Investment Co. Ltd. makes money primarily through the appreciation of its investment portfolio and the generation of income from dividends and interest on its holdings. The company's revenue model is centered around investing in a diversified mix of equities that have potential for capital growth and income generation. The company earns revenue from the dividends paid by the companies in which it holds shares, as well as from capital gains realized when it sells investments at a higher price than the purchase cost. Additionally, PIC may benefit from the expertise of Perpetual Investment Management Limited, which provides active management and research-driven investment strategies aimed at optimizing returns. The company's earnings are also influenced by market conditions, currency fluctuations, and overall economic factors that impact the value and performance of its investment portfolio.

Perpetual Equity Investment Co. Ltd. Financial Statement Overview

Summary
Perpetual Equity Investment Co. Ltd. reflects a mixed financial performance. The income statement shows strong operational efficiency but faces challenges in sustaining consistent revenue and profit growth. The balance sheet is robust with zero debt and high equity ratios, showcasing financial stability and low leverage risk. However, cash flow statements indicate volatility with improving but unstable cash flow metrics. The overall financial health is positive, but attention is needed to mitigate revenue fluctuations and enhance cash flow stability.
Income Statement
Perpetual Equity Investment Co. Ltd. has experienced volatility in its revenue over the years, with significant fluctuations. The latest year shows a decline in total revenue, impacting gross profit and net income margins, which are positive but decreased from the previous year. The EBIT margin is strong at 88.88%, indicating effective cost management relative to revenue. However, the EBITDA margin is minimal, suggesting limited non-operating income or high depreciation/amortization costs. Overall, recent trends indicate challenges in maintaining consistent revenue growth.
Balance Sheet
The company demonstrates a solid balance sheet with no debt, resulting in a favorable debt-to-equity ratio of 0. This indicates a low-risk profile in terms of financial leverage. The equity ratio is strong at 96.12%, reflecting a healthy proportion of equity financing relative to total assets. Return on Equity stands at 5.91%, a respectable figure in asset management, although slightly lower compared to previous years. Overall, the balance sheet reflects stability and prudent financial management.
Cash Flow
Free Cash Flow has shown improvement from negative to positive, indicating better cash management. However, the free cash flow growth rate is highly volatile, with significant swings year-on-year. The operating cash flow to net income ratio shows a low coverage, suggesting that net income is not fully translating into cash flows. The positive free cash flow is a positive sign, but the volatility and low operating cash flow ratio suggest potential challenges in sustaining cash flow stability.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue20.02M30.80M43.59M20.25M113.37M44.20M
Gross Profit21.14M30.80M41.58M80.84M106.35M159.43M
EBITDA0.0025.04M13.00K273.00K-32.37M40.00K
Net Income13.82M21.72M28.56M55.01M-17.91M108.36M
Balance Sheet
Total Assets499.11M499.11M503.06M492.75M457.90M530.53M
Cash, Cash Equivalents and Short-Term Investments27.38M27.38M483.22M36.61M22.31M39.11M
Total Debt0.000.000.000.000.000.00
Total Liabilities21.57M21.57M19.51M10.18M8.35M46.04M
Stockholders Equity477.54M477.54M483.55M482.56M449.55M484.49M
Cash Flow
Free Cash Flow38.53M43.32M2.75M-1.59M-18.75M-733.00K
Operating Cash Flow38.53M43.32M2.75M-1.59M-18.75M-733.00K
Investing Cash Flow0.000.000.0037.88M19.24M7.05M
Financing Cash Flow-20.79M-27.73M-27.57M-21.99M-17.29M12.47M

Perpetual Equity Investment Co. Ltd. Technical Analysis

Technical Analysis Sentiment
Positive
Last Price1.23
Price Trends
50DMA
1.23
Positive
100DMA
1.24
Negative
200DMA
1.20
Positive
Market Momentum
MACD
<0.01
Positive
RSI
51.28
Neutral
STOCH
30.00
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AU:PIC, the sentiment is Positive. The current price of 1.23 is below the 20-day moving average (MA) of 1.23, above the 50-day MA of 1.23, and above the 200-day MA of 1.20, indicating a neutral trend. The MACD of <0.01 indicates Positive momentum. The RSI at 51.28 is Neutral, neither overbought nor oversold. The STOCH value of 30.00 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AU:PIC.

Perpetual Equity Investment Co. Ltd. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (68)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
72
Outperform
AU$79.70M11.1732.22%6.39%22.67%19.47%
69
Neutral
―21.53―6.56%82.26%-24.13%
68
Neutral
$18.00B11.429.92%3.81%9.73%1.22%
60
Neutral
AU$26.98M53.132.17%2.94%38.32%―
52
Neutral
AU$2.35B50.479.40%0.34%101.09%457.04%
51
Neutral
AU$30.53M54.412.42%2.03%18.17%―
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
AU:PIC
Perpetual Equity Investment Co. Ltd.
1.23
0.12
10.81%
AU:GDG
Generation Development Group Limited
5.82
2.23
62.21%
AU:LCE
London City Equities Ltd
0.85
0.05
6.25%
AU:CIW
Clime Investment Management Ltd
0.37
0.02
5.71%
AU:MAM
Microequities Asset Management Group Ltd.
0.58
0.10
20.83%

Perpetual Equity Investment Co. Ltd. Corporate Events

Perpetual Equity Investment Co Updates Market on December NTA Per Share
Dec 29, 2025

Perpetual Equity Investment Company Limited has reported that its unaudited net tangible asset backing per share as at 24 December 2025 stood at $1.285 before tax and $1.254 after tax. The figures, which incorporate provisions for deferred tax on unrealised gains and losses in the company’s investment portfolio, provide shareholders and potential investors with an updated indication of the portfolio’s underlying value and support ongoing assessment of the company’s performance relative to its share price and broader market conditions.

Perpetual Equity Investment Company Posts Updated NTA Per Share for 23 December 2025
Dec 24, 2025

Perpetual Equity Investment Company Limited has reported its unaudited net tangible asset (NTA) backing per ordinary share as at 23 December 2025, with NTA before tax at $1.280 and NTA after tax at $1.250. The figures, which are approximate and reflect provisions for deferred tax on unrealised gains and losses in the portfolio, give shareholders an updated view of the underlying value of the company’s investments, aiding transparency and valuation assessments in the listed investment company sector.

Perpetual Equity Investment Company Updates NTA Backing per Share
Dec 23, 2025

Perpetual Equity Investment Company Limited has reported its unaudited net tangible asset (NTA) backing per ordinary share as at 22 December 2025, with NTA before tax at $1.272 and NTA after tax at $1.244. The figures, which account for deferred tax provisions on unrealised gains and losses in the portfolio, provide investors with an updated snapshot of the company’s underlying asset value and may inform market perceptions of the stock’s valuation relative to its traded share price.

Perpetual Equity Investment Company Reports December NTA Per Share
Dec 22, 2025

Perpetual Equity Investment Company Limited has reported its unaudited net tangible asset (NTA) backing per ordinary share as at 19 December 2025, with NTA before tax of $1.266 and NTA after tax of $1.241. The figures, which factor in provisions for deferred tax on unrealised gains and losses in the company’s investment portfolio, offer investors a snapshot of PIC’s underlying asset value and are a key metric for assessing the listed investment company’s performance and valuation relative to its share price.

Perpetual Equity Investment Company Updates NTA Backing per Share
Dec 19, 2025

Perpetual Equity Investment Company Limited has disclosed its latest unaudited net tangible asset (NTA) backing per share as at 18 December 2025, reporting $1.259 per share before tax and $1.234 per share after tax. The NTA figures, which incorporate provisions for deferred tax on unrealised gains and losses in the company’s investment portfolio, provide investors with an updated snapshot of the underlying value of PIC’s assets and will be closely watched by shareholders assessing the company’s performance and the valuation of its shares relative to its asset base.

Perpetual Equity Reveals December 2025 NTA Performance
Dec 18, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of December 17, 2025, with a pre-tax NTA of $1.256 and an after-tax NTA of $1.231. This update reflects the company’s focus on transparency and offers stakeholders insight into the current valuation of its investment portfolio, highlighting its commitment to keeping investors informed on performance metrics crucial for financial decision-making.

Perpetual Equity Announces NTA Backing Update
Dec 17, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of December 16, 2025, with a pre-tax NTA of $1.256 and a post-tax NTA of $1.230. This update provides stakeholders with insights into the company’s financial health and potential tax implications on unrealized gains and losses, although the figures are unaudited and approximate.

Perpetual Equity Investment Announces December 2025 NTA Backing
Dec 16, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of December 15, 2025, with a pre-tax value of $1.259 and a post-tax value of $1.232. These figures, which are unaudited and approximate, reflect provisions for deferred tax on unrealized gains and losses in the company’s investment portfolio, indicating the company’s current financial standing and potential implications for investors.

Perpetual Equity Investment Reports NTA Backing for December 2025
Dec 15, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of December 12, 2025, with the NTA before tax at $1.266 and after tax at $1.243. These figures, which are unaudited and approximate, reflect the provisions for deferred tax on unrealized gains and losses in the company’s investment portfolio, indicating a stable financial position that could influence investor confidence and market perception.

Perpetual Equity Investment Company Releases November 2025 Investment Update
Dec 12, 2025

Perpetual Equity Investment Company Limited has released its Monthly Investment Update and NTA Report for November 2025. The report highlights a slight decline in the investment portfolio by 0.9% over the month, yet it shows a positive performance over longer periods, with a 5.8% return over six months and 9.2% since inception. The company’s portfolio includes significant holdings in major companies like Washington H. Soul Pattinson, Rio Tinto, and News Corporation. The annual dividend yield stands at 6.5%, with a grossed-up yield of 9.3%, reflecting the company’s commitment to providing regular income to its shareholders. The report indicates that despite short-term fluctuations, the company maintains a strong position in the market, offering competitive returns compared to the S&P/ASX 300 Accumulation Index.

Perpetual Equity Investment Reports NTA Backing for December 2025
Dec 12, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of December 11, 2025, with figures reported both before and after tax. This announcement provides stakeholders with insights into the company’s financial health and performance, although it is noted that the figures are unaudited and approximate.

Perpetual Equity Investment Announces NTA Backing for December 2025
Dec 11, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of December 10, 2025. The NTA before tax was $1.249, and after tax, it was $1.226. These figures, which are unaudited and approximate, reflect provisions for deferred tax on unrealized gains and losses in the company’s investment portfolio. This announcement provides stakeholders with insights into the company’s financial health and asset valuation, which could influence investment decisions.

Perpetual Equity Investment Reports NTA Backing for December 2025
Dec 10, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of December 9, 2025. The NTA before tax was reported at $1.250, and after tax at $1.225, reflecting the provisions for deferred tax on unrealized gains and losses. This update provides stakeholders with insights into the company’s financial standing and potential implications for future investment performance.

Perpetual Equity Investment Updates NTA Backing
Dec 9, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of December 8, 2025. The NTA before tax was $1.257, and after tax, it was $1.231, reflecting provisions for deferred tax on unrealized gains and losses in the company’s investment portfolio. This update provides stakeholders with insights into the company’s financial health and asset valuation, which are crucial for assessing investment performance.

Perpetual Equity Investment Company Reports December 2025 NTA Backing
Dec 8, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of December 5, 2025. The NTA before tax was reported at $1.261, and after tax, it was $1.234. These figures, which are unaudited and approximate, reflect provisions for deferred tax on unrealized gains and losses of the company’s investment portfolio, indicating the company’s current financial standing and potential implications for its stakeholders.

Perpetual Equity Investment Announces December NTA Backing
Dec 5, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of December 4, 2025, with figures before tax at $1.263 and after tax at $1.237. This update provides stakeholders with insights into the company’s financial health and asset valuation, which are crucial for assessing investment potential and market positioning.

Perpetual Equity Investment Announces NTA Backing for December 2025
Dec 4, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of December 3, 2025, with a before-tax value of $1.261 and an after-tax value of $1.235. These figures, which are unaudited and approximate, reflect provisions for deferred tax on unrealized gains and losses in the company’s investment portfolio, highlighting the company’s financial position and potential implications for investors.

Perpetual Equity Updates Securities Trading Policy with New Margin Loan Clause
Dec 3, 2025

Perpetual Equity Investment Company Limited has announced an amendment to its Securities Trading Policy, which was approved by the board. The key change involves the inclusion of a new clause related to margin loans, reflecting the company’s commitment to robust governance practices. This update may impact how stakeholders engage with the company’s securities, potentially influencing investor confidence and market perception.

Director’s Share Acquisition Signals Confidence in Perpetual Equity Investment
Dec 3, 2025

Perpetual Equity Investment Company Limited announced a change in the director’s interest, with Director Timothy Gordon Bednall acquiring 5,000 fully paid ordinary shares through an on-market trade. This acquisition reflects the director’s confidence in the company’s performance and may positively influence stakeholder perception, indicating potential growth and stability in the company’s operations.

Perpetual Equity Investment Updates NTA Backing
Dec 3, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of December 2, 2025, with a pre-tax NTA of $1.259 and a post-tax NTA of $1.233. This update provides stakeholders with insights into the company’s financial health and investment portfolio performance, although the figures are unaudited and approximate.

Perpetual Equity Investment Updates NTA Backing Per Share
Dec 2, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of December 1, 2025, with figures of $1.261 before tax and $1.233 after tax. This update provides stakeholders with insights into the company’s financial health and the value of its investment portfolio, reflecting its market positioning and potential implications for future performance.

Perpetual Equity Investment Company Announces NTA Backing Update
Dec 1, 2025

Perpetual Equity Investment Company Limited has announced its Net Tangible Asset (NTA) backing per share as of 28 November 2025, with figures before tax at $1.265 and after tax at $1.240. This update provides stakeholders with insight into the company’s financial health and asset valuation, reflecting its current market positioning and potential implications for future performance.

Perpetual Equity Investment Reports NTA Backing for November 2025
Nov 28, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of November 27, 2025, reporting an NTA before tax of $1.257 and after tax of $1.232. This announcement provides stakeholders with insights into the company’s financial health and investment portfolio performance, although the figures are unaudited and approximate.

Perpetual Equity Investment Reports NTA Backing for November 2025
Nov 26, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of 25 November 2025, reporting $1.246 before tax and $1.227 after tax. This update provides stakeholders with insight into the company’s financial health and asset valuation, reflecting the provisions for deferred tax on unrealized gains and losses in its investment portfolio.

Perpetual Equity Announces Updated NTA Backing
Nov 25, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of November 24, 2025, with figures of $1.236 before tax and $1.222 after tax. These figures, which are unaudited and approximate, reflect the provisions for deferred tax on unrealised gains and losses in the company’s investment portfolio, indicating the company’s current financial standing and potential implications for investors.

Perpetual Equity Investment Announces NTA Backing Update
Nov 24, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of November 21, 2025, with a pre-tax value of $1.216 and a post-tax value of $1.198. This update provides stakeholders with insights into the company’s financial health, reflecting the provisions for deferred tax on unrealized gains and losses in its investment portfolio, which is crucial for assessing its market positioning and future performance.

Perpetual Equity Investment Announces November 2025 NTA Backing
Nov 21, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of 20 November 2025, with the NTA before tax at $1.234 and after tax at $1.220. This update provides stakeholders with insight into the company’s financial health and asset management effectiveness, although the figures are unaudited and approximate.

Perpetual Equity Investment Announces NTA Backing for November 2025
Nov 20, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of November 19, 2025, with figures reported before and after tax. This announcement provides stakeholders with insights into the company’s financial health and portfolio performance, although it does not guarantee future performance or returns.

Perpetual Equity Investment Announces NTA Backing Update
Nov 18, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of November 17, 2025, with figures before tax at $1.238 and after tax at $1.219. This update provides stakeholders with insights into the company’s financial standing and asset valuation, which are crucial for assessing investment performance and making informed decisions.

Perpetual Equity Investment Reports NTA Backing for November 2025
Nov 17, 2025

Perpetual Equity Investment Company Limited has announced its Net Tangible Asset (NTA) backing per share as of November 14, 2025, with figures reported at $1.238 before tax and $1.212 after tax. These figures, although unaudited and approximate, reflect the company’s provisions for deferred tax on unrealized gains and losses in its investment portfolio, indicating the company’s ongoing financial health and its potential implications for investors.

Perpetual Equity Investment Announces November 2025 NTA Backing
Nov 14, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of 13 November 2025, with a before-tax NTA of $1.257 and an after-tax NTA of $1.228. These figures are unaudited and approximate, reflecting provisions for deferred tax on unrealized gains and losses in the company’s investment portfolio, indicating the company’s financial position and potential implications for investors.

Perpetual Equity Investment Announces NTA Backing Update
Nov 13, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of November 12, 2025, with figures of $1.269 before tax and $1.241 after tax. These figures, which are unaudited and approximate, reflect provisions for deferred tax on unrealized gains and losses in the company’s investment portfolio, indicating the company’s current financial positioning and potential implications for stakeholders.

Perpetual Equity Investment Releases October 2025 Update
Nov 13, 2025

Perpetual Equity Investment Company Limited has released its Monthly Investment Update and NTA Report for October 2025, revealing a Net Tangible Asset (NTA) per share of $1.247 after tax. The company’s investment portfolio delivered a return of 0.3% for the month, underperforming the S&P/ASX 300 Accumulation Index, which returned 0.4%. The report highlights the company’s top holdings, including Washington H. Soul Pattinson and Rio Tinto, and notes an annual dividend yield of 6.5%, grossed up to 9.3% when accounting for franking credits. Despite the slight underperformance, the company’s diversified portfolio and consistent dividend yield continue to offer value to shareholders.

Perpetual Equity Investment Company Reports NTA Backing for November 2025
Nov 12, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of November 11, 2025. The NTA before tax was $1.266, and after tax, it was $1.240. These figures, provided by Perpetual Investment Management Limited, reflect the provisions for deferred tax on unrealized gains and losses within the company’s investment portfolio. This announcement provides stakeholders with insight into the company’s financial standing and potential implications for future investment performance.

Perpetual Equity Investment Reports NTA Backing Update
Nov 11, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of November 10, 2025, with figures reported before and after tax. This update provides stakeholders with insights into the company’s financial health, reflecting the provisions for deferred tax on unrealized gains and losses in its investment portfolio.

Perpetual Equity Announces November 2025 NTA Backing
Nov 10, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of November 7, 2025, with figures reported before and after tax. This announcement provides stakeholders with insight into the company’s financial health, with NTA before tax at $1.248 and after tax at $1.224, reflecting the provisions for deferred tax on unrealised gains and losses in the investment portfolio.

Perpetual Equity Investment Announces NTA Backing for November 2025
Nov 7, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of November 6, 2025, with figures standing at $1.251 before tax and $1.230 after tax. These figures reflect the provisions for deferred tax on unrealized gains and losses of the company’s investment portfolio, indicating the company’s financial health and potential implications for stakeholders.

Perpetual Equity Investment Company Announces NTA Backing for November 2025
Nov 6, 2025

Perpetual Equity Investment Company Limited has announced its Net Tangible Asset (NTA) backing per share as of November 5, 2025. The NTA before tax is $1.243, and after tax, it is $1.218. These figures, which are unaudited and approximate, reflect provisions for deferred tax on unrealized gains and losses in the company’s investment portfolio, indicating the company’s current financial standing and potential implications for stakeholders.

Perpetual Equity Investment Announces NTA Backing for November 2025
Nov 5, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of November 4, 2025, with figures standing at $1.254 before tax and $1.223 after tax. These figures reflect provisions for deferred tax on unrealised gains and losses within the company’s investment portfolio, offering stakeholders insight into the company’s financial positioning.

Perpetual Equity Investment Announces October 2025 NTA Backing
Nov 3, 2025

Perpetual Equity Investment Company Limited (ASX:PIC) announced its Net Tangible Asset (NTA) backing per share as of 31 October 2025, with figures of $1.278 before tax and $1.247 after tax. These figures, which are unaudited and approximate, reflect provisions for deferred tax on unrealised gains and losses in PIC’s investment portfolio, potentially impacting stakeholders’ perceptions of the company’s financial health and market positioning.

Perpetual Equity Investment Reports October 2025 NTA Figures
Oct 31, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of October 30, 2025. The NTA before tax was $1.273, and after tax, it was $1.241. These figures provide stakeholders with insights into the company’s financial health and investment portfolio performance, although they are unaudited and approximate.

Perpetual Equity Investment Announces NTA Backing Update
Oct 30, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of October 29, 2025, with figures before tax at $1.276 and after tax at $1.244. This update provides stakeholders with insights into the company’s financial health and asset valuation, although the figures are unaudited and approximate.

Perpetual Equity Investment Company Announces AGM Outcomes
Oct 30, 2025

Perpetual Equity Investment Company Limited held its Annual General Meeting on October 30, 2025, where key resolutions were passed, including the re-election of Michael Clarke and the election of Tim Bednall as Independent Non-Executive Directors, along with the adoption of the Remuneration Report. The meeting also noted the withdrawal of proposed amendments to the company’s constitution, indicating a potential shift in strategic focus or stakeholder feedback.

Perpetual Equity Investment Company Limited’s 2025 AGM Highlights Future Strategies
Oct 29, 2025

Perpetual Equity Investment Company Limited held its Annual General Meeting for 2025, where they addressed shareholders and provided an update on their investment management strategies. This meeting is significant for stakeholders as it offers insights into the company’s future plans and operational strategies, potentially impacting its market positioning and investor relations.

Perpetual Equity Withdraws AGM Resolutions Amid Shareholder Feedback
Oct 29, 2025

Perpetual Equity Investment Company Limited has announced the withdrawal of two proposed resolutions from its upcoming Annual General Meeting agenda, following indicative voting feedback from shareholders. The withdrawal of these resolutions, which involved amendments to the company’s constitution, will not impact the validity of proxy votes for other resolutions, ensuring the AGM proceeds with the remaining agenda items.

Perpetual Equity Investment Announces NTA Backing for October 2025
Oct 29, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of 28 October 2025, with figures reported before tax at $1.276 and after tax at $1.240. These figures, which are unaudited and approximate, reflect the company’s provisions for deferred tax on unrealized gains and losses in its investment portfolio, indicating its current financial positioning and potential implications for stakeholders.

Perpetual Equity Investment Announces NTA Backing Per Share
Oct 28, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of October 27, 2025, with figures before tax at $1.292 and after tax at $1.256. These figures, provided by Perpetual Investment Management Limited, reflect the provisions for deferred tax on unrealized gains and losses of the company’s investment portfolio, indicating the company’s financial positioning and potential implications for stakeholders.

Perpetual Equity Investment Announces NTA Backing for October 2025
Oct 27, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of October 24, 2025, with a pre-tax NTA of $1.291 and a post-tax NTA of $1.256. This announcement provides stakeholders with insights into the company’s financial health and asset valuation, which are crucial for assessing investment performance and making informed decisions.

Perpetual Equity Announces NTA Backing for October 2025
Oct 24, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of October 23, 2025, with figures before tax at $1.287 and after tax at $1.254. These figures, which are unaudited and approximate, reflect provisions for deferred tax on unrealised gains and losses in the company’s investment portfolio, potentially impacting investor perceptions and market positioning.

Perpetual Equity Investment Announces NTA Backing for October 2025
Oct 23, 2025

Perpetual Equity Investment Company Limited has announced its Net Tangible Asset (NTA) backing per share as of October 22, 2025, with figures standing at $1.280 before tax and $1.245 after tax. These figures, which are unaudited and approximate, reflect provisions for deferred tax on unrealized gains and losses in the company’s investment portfolio, potentially impacting investor perceptions and market positioning.

Perpetual Equity Investment Company Reports NTA Backing
Oct 22, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of 21 October 2025, with figures showing $1.286 before tax and $1.254 after tax. This update provides stakeholders with insight into the company’s financial health and investment portfolio performance, although the figures are unaudited and approximate.

Perpetual Equity Investment Announces NTA Backing for October 2025
Oct 21, 2025

Perpetual Equity Investment Company Limited has announced its Net Tangible Asset (NTA) backing per share as of October 20, 2025, with a value of $1.275 before tax and $1.243 after tax. This update provides stakeholders with insights into the company’s financial health, reflecting the provisions for deferred tax on unrealized gains and losses in its investment portfolio.

Perpetual Equity Investment Announces NTA Backing Update
Oct 20, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of October 17, 2025, with figures showing $1.276 before tax and $1.241 after tax. These figures, which are unaudited and approximate, reflect provisions for deferred tax on unrealized gains and losses in the company’s investment portfolio, indicating the company’s current financial standing and potential implications for investors.

Perpetual Equity Investment Company Updates NTA Backing
Oct 17, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of 16 October 2025, with the NTA before tax at $1.286 and after tax at $1.254. This update provides stakeholders with insights into the company’s financial standing, reflecting the provisions for deferred tax on unrealized gains and losses in its investment portfolio.

Perpetual Equity Investment Announces NTA Backing for October 2025
Oct 16, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of October 15, 2025, with figures of $1.275 before tax and $1.245 after tax. These figures provide stakeholders with insight into the company’s financial health, reflecting provisions for deferred tax on unrealized gains and losses in its investment portfolio.

Perpetual Equity Releases September 2025 Investment Update
Oct 15, 2025

Perpetual Equity Investment Company Limited released its Monthly Investment Update and NTA Report for September 2025, indicating a Net Tangible Asset (NTA) after tax of $1.241 per share. The company’s investment portfolio experienced a -2.3% return for the month, underperforming the S&P/ASX 300 Accumulation Index, which posted a -0.7% return. Despite this short-term underperformance, the company’s annual dividend yield stands at 6.4%, with a grossed-up yield of 9.1%. The report highlights the company’s top stock holdings, including Washington H. Soul Pattinson and Rio Tinto Limited, and provides insights into its market capitalization and share price performance.

Perpetual Equity Announces NTA Backing for October 2025
Oct 15, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of 14 October 2025, with a before-tax NTA of $1.269 and an after-tax NTA of $1.240. This update provides stakeholders with insights into the company’s financial health and asset valuation, which are crucial for assessing investment performance and market position.

Perpetual Equity Investment Company Announces NTA Backing for October 2025
Oct 14, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of October 13, 2025, with figures before tax at $1.264 and after tax at $1.236. These figures, while unaudited and approximate, reflect provisions for deferred tax on unrealized gains and losses in the company’s investment portfolio, indicating a stable financial position and potentially influencing investor confidence.

Perpetual Equity Investment Announces NTA Backing for October 2025
Oct 13, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of October 10, 2025, with figures showing $1.261 before tax and $1.231 after tax. These figures, which are unaudited and approximate, reflect the company’s provisions for deferred tax on unrealized gains and losses, indicating a stable financial position that could impact investor confidence and market perception.

Perpetual Equity Investment Announces Updated NTA Backing
Oct 10, 2025

Perpetual Equity Investment Company Limited has announced its Net Tangible Asset (NTA) backing per share as of October 9, 2025. The NTA before tax is reported at $1.272, while the NTA after tax is $1.242. These figures reflect the provisions for deferred tax on unrealised gains and losses within the company’s investment portfolio. This announcement provides stakeholders with an updated financial metric that can influence investment decisions and perceptions of the company’s financial health.

Perpetual Equity Investment Announces October NTA Backing
Oct 9, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of October 8, 2025, with a pre-tax NTA of $1.269 and a post-tax NTA of $1.238. This update provides stakeholders with insights into the company’s financial health and investment portfolio performance, although it does not guarantee future returns.

Perpetual Equity Investment Company Reports NTA Backing for October 2025
Oct 8, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of October 7, 2025, with figures reported both before and after tax. The NTA before tax was $1.270, while the NTA after tax was $1.236. These figures reflect the provisions for deferred tax on unrealized gains and losses in the company’s investment portfolio, offering stakeholders insight into the company’s financial health and potential future performance.

Perpetual Equity Investment Reports NTA Backing for October 2025
Oct 7, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of October 3, 2025, with figures standing at $1.288 before tax and $1.253 after tax. These figures, which are unaudited and approximate, reflect the provisions for deferred tax on unrealized gains and losses within the company’s investment portfolio, providing stakeholders with insights into the company’s current financial standing.

Director’s Increased Stake Signals Confidence in Perpetual Equity Investment
Oct 6, 2025

Perpetual Equity Investment Company Limited announced a change in the director’s interest, with Michael Charles Clarke acquiring additional shares through a dividend reinvestment plan. This transaction reflects the director’s continued confidence in the company’s performance and strategic direction, potentially strengthening stakeholder trust and market positioning.

Perpetual Equity Investment Updates NTA Backing
Oct 3, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of October 2, 2025, with an NTA before tax of $1.282 and after tax of $1.247. This announcement provides stakeholders with an updated valuation of the company’s assets, reflecting the provisions for deferred tax on unrealized gains and losses in its investment portfolio.

Perpetual Equity Investment Co. Ltd. Announces Quotation of New Securities
Oct 2, 2025

Perpetual Equity Investment Company Limited has announced the application for quotation of 1,045,260 ordinary fully paid securities on the ASX, issued under a dividend or distribution plan. This move signifies the company’s ongoing efforts to enhance its market presence and provide value to its stakeholders through strategic financial maneuvers.

Perpetual Equity Investment Announces NTA Backing for October 2025
Oct 2, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of October 1, 2025, with figures showing $1.281 before tax and $1.248 after tax. This announcement provides stakeholders with insights into the company’s financial health, reflecting the provisions for deferred tax on unrealized gains and losses in its investment portfolio.

Perpetual Equity Investment Announces NTA Backing for September 2025
Oct 1, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of September 30, 2025. The NTA before tax was reported at $1.276 per share, while the NTA after tax stood at $1.241 per share. This announcement provides stakeholders with an updated valuation of the company’s assets, reflecting the provisions for deferred tax on unrealized gains and losses in its investment portfolio.

Perpetual Equity Investment Updates NTA Backing
Sep 30, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of September 29, 2025, with figures of $1.281 before tax and $1.247 after tax. This update provides stakeholders with insights into the company’s financial health and asset valuation, which are crucial for investment decisions and reflect the company’s current market positioning.

Perpetual Equity Investment Announces September NTA Figures
Sep 29, 2025

Perpetual Equity Investment Company Limited announced its Net Tangible Asset (NTA) backing per share as of 26 September 2025, with figures standing at $1.278 before tax and $1.245 after tax. These figures, although unaudited and approximate, indicate the company’s financial position and are essential for stakeholders to assess the company’s value and investment potential.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: May 01, 2025