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Perpetual Limited
(Sydney:PPT)
Perpetual Limited (PPT) vs. iShares MSCI Australia ETF (EWA)
Perpetual Limited Business Overview & Revenue Model
Perpetual Limited Financial Statement Overview
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 1.38B | 23.10M | 1.30B | 995.60M | 773.50M | 623.30M |
| Gross Profit | -47.90M | -47.90M | 1.14B | 878.80M | 711.40M | 310.10M |
| EBITDA | 250.70M | 140.30M | 281.60M | 217.10M | 199.20M | 162.71M |
| Net Income | -58.20M | -58.20M | -472.20M | 59.00M | 101.20M | 74.87M |
Balance Sheet | ||||||
| Total Assets | 3.42B | 3.42B | 3.40B | 3.94B | 1.75B | 1.62B |
| Cash, Cash Equivalents and Short-Term Investments | 343.20M | 343.20M | 221.30M | 427.10M | 361.70M | 311.00M |
| Total Debt | 1.13B | 1.13B | 833.70M | 825.30M | 330.70M | 249.20M |
| Total Liabilities | 1.77B | 1.77B | 1.66B | 1.57B | 820.70M | 709.80M |
| Stockholders Equity | 1.65B | 1.65B | 1.74B | 2.37B | 925.80M | 907.10M |
Cash Flow | ||||||
| Free Cash Flow | 196.40M | 196.40M | 264.60M | 109.40M | 155.80M | 106.90M |
| Operating Cash Flow | 217.10M | 217.10M | 296.40M | 134.80M | 170.80M | 120.60M |
| Investing Cash Flow | 17.40M | 17.40M | -97.90M | -244.00M | -69.20M | -478.90M |
| Financing Cash Flow | -129.20M | -129.20M | -229.30M | 221.60M | -66.60M | 344.10M |
Perpetual Limited Technical Analysis
Perpetual Limited Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
71 Outperform | €1.62B | 10.32 | 16.50% | 6.22% | -13.22% | -29.69% | |
69 Neutral | AU$670.58M | 20.75 | 8.50% | 4.41% | 4.26% | 79.41% | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
65 Neutral | AU$1.93B | 23.37 | 5.59% | 6.09% | 38.64% | -21.14% | |
51 Neutral | AU$3.05B | 188.80 | 0.72% | ― | -15.63% | ― | |
50 Neutral | €2.14B | -36.17 | -3.34% | 6.03% | 2.87% | 87.93% | |
44 Neutral | $4.67B | 25.77 | 4.59% | 1.63% | -14.92% | 179.69% |
Perpetual Limited Corporate Events
Perpetual Limited has announced that it has ceased to be a substantial holder in Select Harvests Limited as of November 27, 2025. This change in substantial holding may impact Perpetual Limited’s influence over Select Harvests Limited’s voting securities, potentially affecting the company’s strategic decisions and stakeholder interests.
Perpetual Limited has announced a change in the director’s interest notice, specifically concerning Bernard Reilly, the CEO and Managing Director. The notice details the allocation of share rights and performance rights to Mr. Reilly under Perpetual’s KMP variable incentive plan, which was approved by shareholders at the 2025 Annual General Meeting. The allocation includes 18,271 share rights and 55,788 performance rights, with specific vesting dates and conditions tied to the company’s Total Shareholder Return hurdles. This move aligns with Perpetual’s strategy to incentivize leadership performance and align management interests with shareholder value.
Perpetual Limited has announced the issuance of 989,513 performance rights under an employee incentive scheme, which are unquoted and subject to transfer restrictions until the restriction period ends. This move is part of the company’s strategy to incentivize and retain key employees, potentially impacting its operational dynamics and aligning employee interests with company performance, which could strengthen its position in the financial services market.
Perpetual Limited announced the quotation of 170,000 ordinary fully paid securities on the Australian Securities Exchange (ASX) as part of an employee incentive scheme. This move is expected to enhance employee engagement and align their interests with the company’s growth objectives, potentially impacting its market position positively.
Perpetual Limited has entered into an Exclusivity Deed with Bain Capital Private Equity to explore the potential sale of its Wealth Management business. While there is no certainty of a binding agreement or transaction, Perpetual will keep shareholders informed as part of its continuous disclosure obligations.
Perpetual Limited has announced that it has ceased to be a substantial holder in Reliance Worldwide Corporation Limited as of October 30, 2025. This change in substantial holding may impact Perpetual’s investment strategy and influence its market positioning, while stakeholders of Reliance Worldwide Corporation may experience shifts in shareholder dynamics.
Perpetual Limited held its Annual General Meeting on October 23, 2025, where all resolutions were passed by poll. Notably, Resolution 4 was not put to the meeting as it was contingent on a specific voting outcome for Resolution 3, which did not occur. The meeting results reflect strong shareholder support for the company’s leadership and strategic direction, as evidenced by the approval of key resolutions concerning executive remuneration and appointments.
Perpetual Limited’s 2025 Annual General Meeting highlighted the company’s strategic shift and operational improvements under the leadership of CEO Bernard Reilly. The company has made significant progress in reducing costs and enhancing operational efficiencies, particularly after terminating a planned acquisition by KKR, and continues to operate as a diversified financial services business.
Perpetual Limited has addressed media speculation regarding the proposed sale of its Wealth Management business, initially announced in February 2025. The company is actively progressing with the sale and is in discussions with multiple interested parties, ensuring that shareholders and the market are kept informed according to its disclosure obligations.
Perpetual Limited announced a correction to its Q1 FY26 Business Update, clarifying an error in the classification of Fixed Income and Cash Assets Under Management. The correction does not affect the total Assets Under Management or net flows, ensuring stakeholders that the overall financial position remains stable.
Perpetual Limited reported a solid first quarter for FY26, with growth across its three business lines: asset management, corporate trust, and wealth management. The asset management division saw an increase in assets under management due to strong global equity market returns and product innovation, including the launch of a new ETF. The corporate trust business continued to grow its funds under administration, while the wealth management segment, despite being up for sale, also reported growth. The company’s strategic moves, such as appointing a new CEO for J O Hambro and expanding its digital and markets segment, are aimed at enhancing its market position and providing diversification opportunities.
Perpetual Limited has announced that it has ceased to be a substantial holder in Viva Energy Group Limited as of October 13, 2025. This change in holding may impact Perpetual’s investment strategy and influence its market positioning, while stakeholders in Viva Energy could see shifts in shareholder dynamics.
Perpetual Limited has announced the cessation of 377,257 performance rights under the ASX security code PPTAA, effective from July 2, 2025. This cessation may impact the company’s issued capital and could have implications for stakeholders regarding the company’s stock performance and market strategy.
Perpetual Limited announced a change in the director’s interest, with Fiona Trafford-Walker acquiring 161 ordinary shares through the company’s Dividend Reinvestment Plan. This change reflects the director’s increased investment in the company, potentially indicating confidence in its financial performance and future prospects.
Perpetual Limited has announced a change in the director’s interest notice concerning Paul Christopher Raymond Ruiz. The director, through Beattie Branch Pty Ltd, has acquired 283 ordinary shares in Perpetual Limited under the company’s Dividend Reinvestment Plan, bringing his total indirect holding to 10,271 shares. This acquisition reflects the director’s continued confidence in the company’s performance and aligns with Perpetual’s strategy to enhance shareholder value.
Perpetual Limited has announced a change in the director’s interest notice, specifically regarding Gregory John Andrew Cooper. Mr. Cooper, through BG Cooper Pty Limited, acquired 540 ordinary shares in Perpetual Limited under the company’s Dividend Reinvestment Plan, increasing his total indirect holdings to 19,587 shares. This acquisition reflects a strategic decision to reinvest dividends, potentially indicating confidence in the company’s future performance.
Perpetual Limited has announced that it has ceased to be a substantial holder in Washington H. Soul Pattinson and Company Limited as of October 1, 2025. This change in holding could impact Perpetual’s investment strategy and influence its market positioning, potentially affecting its stakeholders and future business operations.
Perpetual Limited has announced the issuance of 90,717 fully paid ordinary securities, which will be quoted on the Australian Securities Exchange (ASX) under the code PPT. This move is part of a dividend or distribution plan, potentially enhancing the company’s capital structure and providing additional value to its stakeholders.
Perpetual Limited has announced the issuance of 147,054 performance rights under an employee incentive scheme. These securities are unquoted and subject to transfer restrictions, reflecting the company’s commitment to aligning employee interests with long-term corporate performance, potentially enhancing its competitive position in the financial services sector.
Perpetual Limited announced an update to its previous dividend distribution announcement, specifying the Dividend Reinvestment Plan (DRP) price following a 10-day Volume Weighted Average Price (VWAP). This update pertains to the dividend for the six-month period ending June 30, 2025, with a record date of September 12, 2025. The announcement is significant as it provides clarity on the DRP pricing, which could impact shareholder decisions and the company’s capital management strategy.
Perpetual Limited has released its Sustainability Report for 2025, outlining its commitment to sustainable practices and strategies. This announcement highlights the company’s efforts to integrate sustainability into its operations, potentially enhancing its industry positioning and offering valuable insights for stakeholders interested in the company’s long-term environmental and social impact.
Perpetual Limited has released its Annual General Meeting (AGM) announcements for 2025, which include the AGM Notice of Meeting, Proxy Form, Shareholder Question Form, and an Online Guide. The company also published its Annual Report for 2025, highlighting its ongoing commitment to transparency and shareholder engagement. These documents are intended to facilitate shareholder participation and ensure informed decision-making, reflecting Perpetual’s dedication to maintaining strong corporate governance practices.
Perpetual Limited announced its Annual General Meeting (AGM) for 2025, scheduled for October 23 in Sydney, with options for online participation. Key agenda items include financial reports, director re-appointment, CEO equity grants, and the remuneration report. The board advises shareholders to vote against a conditional spill resolution, believing it is not in the best interests of shareholders.
Perpetual Limited has announced its Annual General Meeting (AGM) for 2025, scheduled to take place on October 23 in Sydney, with provisions for online participation. This meeting is a significant event for the company, allowing shareholders to engage with the management and discuss the company’s strategic direction and performance.
Macquarie Group Limited, along with its controlled entities, has ceased to be a substantial holder in Perpetual Limited, as indicated in a recent notice. This change reflects a shift in the voting securities and associations of Macquarie Group, which may impact its influence within the company and potentially alter its strategic positioning in the market.
Macquarie Group Limited has announced that it has ceased to be a substantial holder in Perpetual Limited. This change in substantial holding could impact Macquarie’s influence over Perpetual Limited’s voting securities and may have implications for the company’s strategic decisions and stakeholder interests.