Perpetual Limited (AU:PPT)
ASX:PPT
Want to see AU:PPT full AI Analyst Report?
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$14.98 - AU$22.32
Previous CloseN/A
Volume177.95K
Average Volume (3M)220.36K
Market Cap
AU$1.86B
Enterprise ValueAU$2.63B
Total Cash (Recent Filing)AU$589.80M
Total Debt (Recent Filing)AU$1.06B
Price to Earnings (P/E)9.8
Beta1.34
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$19.94Price Target Upside21.08% 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 comes from recurring management, trustee and advisory fees tied to client assets and contractual service mandates. That fee orientation provides predictable, structural revenue streams less reliant on one-off transactions, supporting medium-term revenue resilience.
Stable Equity RatioThe balance sheet shows a stable equity ratio and balanced asset structure, which provides a durable capital buffer. Even with rising leverage, a stable equity foundation supports regulatory trust obligations and gives the company time to manage liabilities without immediate recapitalisation.
Operational Cash GenerationA positive operating cash flow to net income ratio indicates Perpetual still converts earnings into cash from core operations. That ongoing cash generation supports fee servicing, operational continuity and gives management flexibility to fund critical investments or meet fiduciary obligations over the coming months.
Bears Say
Revenue And Profitability DeclineA dramatic revenue collapse and negative net income signal structural revenue loss or one-off impairments that materially weaken margins and client economics. Sustained revenue and profit weakness erodes performance fees, retention and reinvestment capacity over the medium term.
Increasing LeverageRising debt-to-equity reduces financial flexibility and raises interest and covenant risk. For a fiduciary and asset manager, higher leverage limits capital allocation to growth or client solutions and increases vulnerability to market stress, constraining strategic options over months.
Declining Free Cash FlowFalling free cash flow growth limits the company’s ability to invest, pay distributions or absorb shocks. With FCF under pressure, management may need to cut costs or defer initiatives, which can hamper product development, client servicing and long-term competitive positioning.
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$1.86B.
When is Perpetual Limited’s upcoming earnings report date?
Perpetual Limited’s upcoming earnings report date is Aug 26, 2026 which is in 129 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
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Moderate Buy
Average Price Target:
AU$19.94 (21.08% Upside)
AU$19.94 (21.08% Upside)
Blogger Sentiment
Bullish
AU:PPT Sentiment 75%
Sector Average 67%
Sector Average 67%
Insider Transactions
Bought Shares
Worth €77.7K over
the Last 3 Months
the Last 3 Months
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
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$19.94
▲(21.08% Upside)
Technical Analysis
AMP
―
Insignia Financial Ltd
―
Magellan Financial Group Ltd
―
Platinum Asset Management Ltd
―
Pinnacle Investment Management Group Limited
―
Options Prices
Currently, No data available
---