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Perpetual Limited
(Frankfurt:PPT)
Perpetual Limited (PPT) vs. iShares MSCI Australia ETF (EWA)
Perpetual Limited Business Overview & Revenue Model
Perpetual Limited Financial Statement Overview
| Breakdown | Jun 2024 | Jun 2023 | Jun 2022 | Jun 2021 | Jun 2020 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 1.30B | 995.60M | 773.50M | 623.30M | 484.02M |
| Gross Profit | 1.14B | 878.80M | 711.40M | 310.10M | 277.68M |
| EBITDA | 281.60M | 217.10M | 199.20M | 162.71M | 152.82M |
| Net Income | -472.20M | 59.00M | 101.20M | 74.87M | 82.00M |
Balance Sheet | |||||
| Total Assets | 3.40B | 3.94B | 1.75B | 1.62B | 1.17B |
| Cash, Cash Equivalents and Short-Term Investments | 221.30M | 427.10M | 361.70M | 311.00M | 400.53M |
| Total Debt | 833.70M | 825.30M | 330.70M | 249.20M | 82.66M |
| Total Liabilities | 1.66B | 1.57B | 820.70M | 709.80M | 514.81M |
| Stockholders Equity | 1.74B | 2.37B | 925.80M | 907.10M | 654.34M |
Cash Flow | |||||
| Free Cash Flow | 264.60M | 109.40M | 155.80M | 106.90M | 136.22M |
| Operating Cash Flow | 296.40M | 134.80M | 170.80M | 120.60M | 149.83M |
| Investing Cash Flow | -97.90M | -244.00M | -69.20M | -478.90M | -73.17M |
| Financing Cash Flow | -229.30M | 221.60M | -66.60M | 344.10M | -212.10M |
Perpetual Limited Technical Analysis
Perpetual Limited Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
74 Outperform | €1.65B | 7.77 | 23.27% | 5.46% | -9.29% | 12.94% | |
70 Outperform | AU$1.44B | 20.25 | 4.97% | 5.98% | 13.48% | -8.15% | |
69 Neutral | AU$876.94M | 49.97 | 4.53% | 3.42% | 9.40% | -27.34% | |
65 Neutral | $2.65B | ― | -7.21% | 2.35% | -8.26% | -259.91% | |
64 Neutral | $6.54B | 11.13 | 7.19% | 5.10% | 23.85% | 5.18% | |
60 Neutral | AU$2.37B | ― | -24.47% | 5.87% | 5.36% | -846.00% | |
53 Neutral | AU$3.79B | 21.58 | 4.84% | 1.33% | 19.36% | 1261.54% |
Perpetual Limited Corporate Events
Perpetual Limited has increased its voting power in Reliance Worldwide Corporation Limited (RWC), a company involved in the plumbing and water control industry. The substantial holder’s voting power rose from 5.035% to 6.042%, indicating a significant increase in influence over RWC’s decision-making processes. This change reflects Perpetual Limited’s strategic positioning and potential impact on RWC’s future operations and governance.
The most recent analyst rating on (AU:PPT) stock is a Hold with a A$22.40 price target. To see the full list of analyst forecasts on Perpetual Limited stock, see the AU:PPT Stock Forecast page.
Perpetual Limited has announced a change in its substantial holding in Servcorp Limited, reducing its voting power from 7.926% to 6.923%. This change reflects a decrease in the number of shares held by Perpetual Limited, which may impact its influence over company decisions and its strategic positioning within the industry.
The most recent analyst rating on (AU:PPT) stock is a Hold with a A$22.40 price target. To see the full list of analyst forecasts on Perpetual Limited stock, see the AU:PPT Stock Forecast page.
Perpetual Limited has become a substantial holder in Reliance Worldwide Corporation Limited (RWC) with a voting power of 5.035%, holding 38,946,857 ordinary shares. This acquisition marks a significant stake for Perpetual Limited, potentially influencing RWC’s future decision-making and strategic direction, thereby impacting stakeholders and the market perception of RWC.
The most recent analyst rating on (AU:PPT) stock is a Hold with a A$22.40 price target. To see the full list of analyst forecasts on Perpetual Limited stock, see the AU:PPT Stock Forecast page.
Perpetual Limited has announced a change in its substantial holding in Coast Entertainment Holdings Limited (CEH), with its voting power decreasing from 13.705% to 12.49%. This reduction in voting power may impact Perpetual Limited’s influence within CEH, potentially affecting its strategic decisions and stakeholder interests.
The most recent analyst rating on (AU:PPT) stock is a Hold with a A$22.40 price target. To see the full list of analyst forecasts on Perpetual Limited stock, see the AU:PPT Stock Forecast page.
Perpetual Limited has increased its voting power in Cobram Estate Olives Limited from 6.69% to 7.85%, reflecting a significant change in its interests as a substantial holder. This increase in voting power may enhance Perpetual Limited’s influence within Cobram Estate Olives Limited, potentially impacting the company’s strategic decisions and stakeholder dynamics.
The most recent analyst rating on (AU:PPT) stock is a Hold with a A$22.40 price target. To see the full list of analyst forecasts on Perpetual Limited stock, see the AU:PPT Stock Forecast page.
Perpetual Limited has announced that it has ceased to be a substantial holder in Baby Bunting Group Limited as of June 20, 2025. This change in substantial holding may impact Perpetual Limited’s influence over Baby Bunting Group’s corporate decisions and could signal a shift in investment strategy or focus for the company.
The most recent analyst rating on (AU:PPT) stock is a Hold with a A$22.40 price target. To see the full list of analyst forecasts on Perpetual Limited stock, see the AU:PPT Stock Forecast page.
Perpetual Limited has announced a change in its substantial holding in Orora Limited, reducing its voting power from 7.811% to 6.80%. This adjustment in shareholding could impact Perpetual’s influence in Orora Limited, potentially altering its strategic positioning within the company and affecting stakeholder interests.
The most recent analyst rating on (AU:PPT) stock is a Hold with a A$22.40 price target. To see the full list of analyst forecasts on Perpetual Limited stock, see the AU:PPT Stock Forecast page.
Perpetual Limited has reduced its voting power in Coast Entertainment Holdings Limited from 14.81% to 13.705%, as indicated in their latest substantial holding notice. This change in interest may affect Perpetual’s influence within Coast Entertainment Holdings, potentially impacting strategic decisions and stakeholder interests.
The most recent analyst rating on (AU:PPT) stock is a Hold with a A$22.40 price target. To see the full list of analyst forecasts on Perpetual Limited stock, see the AU:PPT Stock Forecast page.
Perpetual Limited has announced the issuance of 80,000 ordinary fully paid securities under an employee incentive scheme, which will be quoted on the Australian Securities Exchange (ASX). This move is part of the company’s strategy to incentivize employees and align their interests with the company’s growth, potentially impacting its market positioning and stakeholder engagement.
The most recent analyst rating on (AU:PPT) stock is a Hold with a A$22.40 price target. To see the full list of analyst forecasts on Perpetual Limited stock, see the AU:PPT Stock Forecast page.
Perpetual Limited has appointed Suzanne Evans as its new Chief Financial Officer, succeeding Chris Green. Evans, who brings extensive experience in financial operations and corporate strategy, will begin her role on July 1, 2025. This transition is part of Perpetual’s efforts to implement a new operating model and drive efficiencies. Chris Green, who has been with the company for nearly 20 years, will transition to an advisory role to support the change and other strategic initiatives before departing at the end of the year.
The most recent analyst rating on (AU:PPT) stock is a Hold with a A$22.40 price target. To see the full list of analyst forecasts on Perpetual Limited stock, see the AU:PPT Stock Forecast page.
Macquarie Group Limited, along with its controlled entities, has ceased to be a substantial holder in Perpetual Limited. This change in substantial holding may impact Macquarie Group’s influence over Perpetual Limited’s voting securities and could have implications for the company’s strategic decisions and stakeholder interests.
The most recent analyst rating on (AU:PPT) stock is a Hold with a A$22.40 price target. To see the full list of analyst forecasts on Perpetual Limited stock, see the AU:PPT Stock Forecast page.
Macquarie Group Limited has become a substantial holder in Perpetual Limited, acquiring a significant voting power of 5% through various controlled entities. This move indicates Macquarie’s strategic interest in Perpetual Limited, potentially impacting the company’s governance and decision-making processes, and signaling a notable shift in shareholder dynamics.
The most recent analyst rating on (AU:PPT) stock is a Hold with a A$22.40 price target. To see the full list of analyst forecasts on Perpetual Limited stock, see the AU:PPT Stock Forecast page.
Perpetual Limited has increased its voting power in McMillan Shakespeare Limited from 5.173% to 11.344%, as of June 3, 2025. This significant increase in stake suggests a strategic move by Perpetual Limited to strengthen its influence and decision-making power within McMillan Shakespeare Limited, potentially impacting the company’s future direction and operations.
The most recent analyst rating on (AU:PPT) stock is a Hold with a A$22.40 price target. To see the full list of analyst forecasts on Perpetual Limited stock, see the AU:PPT Stock Forecast page.
Macquarie Group Limited has announced that it has ceased to be a substantial holder in Perpetual Limited. This change in holding could impact Macquarie’s influence over Perpetual’s corporate decisions and may have implications for stakeholders interested in the governance and strategic direction of Perpetual.
The most recent analyst rating on (AU:PPT) stock is a Hold with a A$22.40 price target. To see the full list of analyst forecasts on Perpetual Limited stock, see the AU:PPT Stock Forecast page.
Macquarie Group Limited has become a substantial holder in Perpetual Limited, with a voting power of 5.03% as of May 30, 2025. This acquisition involves various Macquarie entities, including Macquarie Investment Services Limited and Macquarie Investment Management Limited, which now have the power to control voting rights and the disposal of securities. This move signifies a strategic positioning by Macquarie Group in the financial sector, potentially impacting Perpetual Limited’s market dynamics and stakeholder interests.
The most recent analyst rating on (AU:PPT) stock is a Hold with a A$22.40 price target. To see the full list of analyst forecasts on Perpetual Limited stock, see the AU:PPT Stock Forecast page.
Perpetual Limited has announced that it has ceased to be a substantial holder in Nexted Group Limited, effective June 2, 2025. This change may impact Perpetual’s influence in the voting securities of Nexted Group, potentially affecting its strategic positioning and stakeholder interests in the company.
The most recent analyst rating on (AU:PPT) stock is a Hold with a A$22.40 price target. To see the full list of analyst forecasts on Perpetual Limited stock, see the AU:PPT Stock Forecast page.
Perpetual Limited has successfully refinanced its syndicated debt facilities, with the syndication being oversubscribed, indicating strong confidence from existing and new banking partners. The refinancing consolidates all existing corporate debt into four new facilities with improved terms, and the company now has no debt maturities until 2027. Additionally, Perpetual has made progress in reducing its gross debt, expecting it to be between $740 million to $750 million by June 2025, better than the previously targeted range. This debt reduction is supported by diversified earnings, cost reduction programs, and the proposed sale of its Wealth Management division.
The most recent analyst rating on (AU:PPT) stock is a Hold with a A$22.40 price target. To see the full list of analyst forecasts on Perpetual Limited stock, see the AU:PPT Stock Forecast page.
Macquarie Group Limited, along with its controlled entities, has ceased to be a substantial holder in Perpetual Limited. This change in substantial holding may impact Macquarie’s voting power and influence within Perpetual Limited, potentially affecting stakeholder interests and the company’s future strategic decisions.
The most recent analyst rating on (AU:PPT) stock is a Hold with a A$22.40 price target. To see the full list of analyst forecasts on Perpetual Limited stock, see the AU:PPT Stock Forecast page.
Perpetual Limited, a financial services company, has announced that it has ceased to be a substantial holder in Healius Limited as of May 27, 2025. This change in substantial holding reflects a shift in Perpetual Limited’s investment strategy or portfolio management, potentially impacting its influence in Healius Limited and altering the dynamics of shareholder interests.
The most recent analyst rating on (AU:PPT) stock is a Hold with a A$22.40 price target. To see the full list of analyst forecasts on Perpetual Limited stock, see the AU:PPT Stock Forecast page.
Perpetual Limited has announced a change in its substantial holding in Coast Entertainment Holdings Limited, with its voting power decreasing from 15.88% to 14.81%. This change reflects a reduction in the number of voting shares held by Perpetual Limited, which may impact its influence in the company’s decision-making processes.
The most recent analyst rating on (AU:PPT) stock is a Hold with a A$22.40 price target. To see the full list of analyst forecasts on Perpetual Limited stock, see the AU:PPT Stock Forecast page.
Perpetual Limited has increased its voting power in Aspen Group Limited from 9.213% to 11.198%, indicating a significant change in its stake in the company. This change in interest could potentially impact Perpetual’s influence within Aspen Group, affecting strategic decisions and stakeholder interests.
The most recent analyst rating on (AU:PPT) stock is a Hold with a A$22.40 price target. To see the full list of analyst forecasts on Perpetual Limited stock, see the AU:PPT Stock Forecast page.
Perpetual Limited has announced that it has ceased to be a substantial holder in Webjet Group Limited as of May 21, 2025. This change in holding could impact Perpetual Limited’s influence over Webjet Group Limited’s voting securities, potentially altering the dynamics of stakeholder interests and company governance.
The most recent analyst rating on (AU:PPT) stock is a Hold with a A$22.40 price target. To see the full list of analyst forecasts on Perpetual Limited stock, see the AU:PPT Stock Forecast page.
Perpetual Limited has increased its voting power in Nine Entertainment Company Holdings Limited from 8.825% to 10.006% as of May 21, 2025. This change in substantial holding indicates a strategic move by Perpetual Limited to strengthen its influence within Nine Entertainment, potentially impacting the company’s governance and strategic decisions.
The most recent analyst rating on (AU:PPT) stock is a Hold with a A$22.40 price target. To see the full list of analyst forecasts on Perpetual Limited stock, see the AU:PPT Stock Forecast page.
Macquarie Group Limited, along with its controlled entities, has become a substantial holder in Perpetual Limited as of May 15, 2025. This development indicates a significant acquisition of voting power, with Macquarie Group now holding a 5.01% voting power in Perpetual Limited. This move could impact Perpetual Limited’s operations and influence its strategic decisions, potentially affecting stakeholders and market positioning.
The most recent analyst rating on (AU:PPT) stock is a Hold with a A$22.40 price target. To see the full list of analyst forecasts on Perpetual Limited stock, see the AU:PPT Stock Forecast page.
Perpetual Limited has become a substantial holder in GPT Group, acquiring a 5% voting power with 95,783,519 ordinary shares. This acquisition signifies a strategic investment move by Perpetual Limited, potentially enhancing its influence in the real estate sector and providing a significant stake in GPT Group, which could impact stakeholders by aligning interests with the company’s growth and governance strategies.
The most recent analyst rating on (AU:PPT) stock is a Hold with a A$22.40 price target. To see the full list of analyst forecasts on Perpetual Limited stock, see the AU:PPT Stock Forecast page.
Perpetual Limited has increased its voting power in Enero Group Limited from 16.34% to 17.475%, reflecting a change in the interests of the substantial holder. This change, effective from May 15, 2025, indicates a strategic move by Perpetual Limited to strengthen its influence in Enero Group Limited, potentially impacting the company’s governance and decision-making processes.
The most recent analyst rating on (AU:PPT) stock is a Hold with a A$22.40 price target. To see the full list of analyst forecasts on Perpetual Limited stock, see the AU:PPT Stock Forecast page.
Perpetual Limited has increased its voting power in Myer Holdings Limited from 10.46% to 11.95%, reflecting a significant change in its substantial holding. This increase in voting power could enhance Perpetual’s influence in Myer Holdings, potentially impacting the company’s strategic decisions and governance.
Perpetual Limited has increased its voting power in Downer EDI Limited from 5.537% to 6.613%, reflecting a significant change in its substantial holding. This change in interest could impact Perpetual Limited’s influence within Downer EDI Limited, potentially affecting strategic decisions and stakeholder interests.
Perpetual Limited, a financial services company, has announced a change in its substantial holding in Webjet Group Limited. The company’s voting power in Webjet has decreased from 6.321% to 5.184% as of May 2, 2025. This reduction in voting power may impact Perpetual Limited’s influence over Webjet’s corporate decisions and could have implications for stakeholders monitoring the company’s investment strategies.
Perpetual Limited has announced a change in the director’s interest, specifically regarding Bernard Patrick Reilly, who has acquired 50,556 Performance Rights as part of the CEO’s long-term incentive award. This change, approved by shareholders, reflects the company’s commitment to aligning executive incentives with long-term performance goals, potentially impacting the company’s strategic direction and shareholder value.
Perpetual Limited has announced a change in its registered office and principal place of business to Level 14, 123 Pitt Street, Sydney, NSW, effective from 5 May 2025. This change is in compliance with ASX Listing Rule 3.14, while the company’s postal address, telephone, facsimile numbers, email, and website remain unchanged.
Perpetual Limited has increased its voting power in Webjet Group Limited from 5.049% to 6.321%, reflecting a significant change in its interest in the company. This increase in voting power may enhance Perpetual Limited’s influence within Webjet Group Limited, potentially impacting decision-making processes and strategic directions.
Perpetual Limited has reduced its voting power in Select Harvests Limited from 14.205% to 13.092%, reflecting a change in its substantial holding. This adjustment in voting power may influence Perpetual Limited’s strategic decisions and its influence within Select Harvests Limited, potentially affecting stakeholders and market dynamics.
Perpetual Limited announced a change in the director’s interest, with Director Philip Charles Wagstaff acquiring an additional 2,670 ordinary shares through an on-market trade, bringing his total holdings to 6,690 shares. This increase in shareholding reflects a notable investment by the director, potentially signaling confidence in the company’s future performance and stability, which may positively influence stakeholder perceptions.
Perpetual Limited, a financial services company, has announced a change in its substantial holding in Healius Limited. The company’s voting power in Healius has decreased from 8.784% to 7.472%, reflecting a reduction in the number of shares held. This change in interest may impact Perpetual Limited’s influence in Healius Limited’s decision-making processes and could have implications for stakeholders monitoring the company’s investment strategies.
Perpetual Limited has become a substantial holder in Baby Bunting Group Limited, acquiring a 5.058% voting power with 6,824,184 ordinary shares. This acquisition signifies Perpetual Limited’s strategic interest in Baby Bunting Group, potentially influencing the company’s future decisions and market positioning.