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$15.49 - AU$22.32
Previous CloseN/A
Volume177.95K
Average Volume (3M)220.36K
Market Cap
AU$1.83B
Enterprise ValueAU$2.57B
Total Cash (Recent Filing)AU$589.80M
Total Debt (Recent Filing)AU$1.06B
Price to Earnings (P/E)―
Beta1.35
Next Earnings
Aug 27, 2026EPS Estimate
0.84Next Dividend Ex-DateN/A
Dividend Yield6.01%
Share Statistics
EPS (TTM)-0.15
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$19.23Price Target Upside16.73% Upside
Rating ConsensusHold
Number of Analyst Covering4
EPS Forecast (FY)1.81
Revenue Forecast (FY)AU$1.38B
Bulls Say, Bears Say
Bulls Say
Diversified Business Model Across Wealth, Asset Management And Trustee ServicesPerpetual's multi-segment model (asset management, private wealth, corporate trust) spreads revenue risk across client types and service lines. That structural diversification supports more stable fee income and client relationships versus single-product firms over a 2-6 month horizon.
Recurring Fee-based Revenue Tied To Assets Under ManagementA fee model tied to FUM generates recurring, contract-like revenue that is more predictable than transactional businesses. Even with market swings, management fees compound with net inflows and scale, providing durable cash generation potential when client retention and FUM trends stabilize.
Operating Cash Generation Remains Positive Relative To Net IncomeDespite profit volatility, positive operating cash flow versus net income shows the core operations convert earnings into cash. That cash convertibility underpins the company's ability to service obligations, support distributions, and fund working capital across medium-term cycles.
Bears Say
Severe Recent Revenue CollapseA near-total revenue decline indicates a sharp erosion of the fee base or one-off losses that materially reduce recurring income. Such a drastic drop undermines margin sustainability, weakens client confidence, and can take multiple quarters to rebuild through inflows or new mandates.
Rising Leverage And Weak ProfitabilityIncreasing leverage reduces financial flexibility, elevates interest exposure and constrains strategic options. Combined with a negative ROE, it signals the firm is not currently generating returns on equity, which can pressure capital allocation and limit sustained investment in growth initiatives.
Declining Free Cash Flow GrowthFalling free cash flow growth restricts the firm's ability to invest, pay down debt, or maintain dividends without external financing. A persistent downtrend in FCF reduces resilience to shocks and forces tougher trade-offs between reinvestment, cost cutting and balance sheet repair.
Perpetual Limited News
PPT FAQ
What was Perpetual Limited’s price range in the past 12 months?
Perpetual Limited lowest share price was AU$15.49 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$1.83B.
When is Perpetual Limited’s upcoming earnings report date?
Perpetual Limited’s upcoming earnings report date is Aug 27, 2026 which is in 87 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 0.84.
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
Neutral
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Analyst Consensus
Hold
Average Price Target:
AU$19.23 (16.73% Upside)
AU$19.23 (16.73% 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
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$19.23
▲(16.73% Upside)
Technical Analysis
AMP
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Options Prices
Currently, No data available
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