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Perpetual Limited
(Sydney:PPT)
Perpetual Limited (PPT) vs. S&P 500 (SPY)
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 | |||
| 1.33B | 1.01B | 773.50M | 636.60M | 490.42M | Gross Profit |
| 1.14B | 878.80M | 711.40M | 582.50M | 456.09M | EBIT |
| 163.10M | 169.10M | 159.50M | 135.90M | 122.60M | EBITDA |
| 281.60M | 252.30M | 212.20M | 179.60M | 154.78M | Net Income Common Stockholders |
| -472.20M | 59.00M | 101.20M | 74.87M | 82.00M |
| Balance Sheet | Cash, Cash Equivalents and Short-Term Investments | |||
| 221.30M | 427.10M | 361.70M | 311.00M | 400.53M | Total Assets |
| 3.40B | 3.94B | 1.75B | 1.62B | 1.17B | Total Debt |
| 833.70M | 825.30M | 330.70M | 249.20M | 82.66M | Net Debt |
| 612.40M | 562.10M | 155.30M | 102.10M | -81.48M | 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 |
|---|---|---|---|---|---|---|---|
73 Outperform | $833.14M | 3.33 | 25.43% | 2.63% | 29.09% | 860.64% | |
73 Outperform | €1.32B | 6.02 | 23.27% | 9.14% | -9.29% | 12.94% | |
68 Neutral | €321.52M | 12.42 | 9.63% | 11.10% | -20.84% | -67.39% | |
63 Neutral | $12.33B | 9.59 | 8.02% | 79.26% | 12.87% | -4.61% | |
55 Neutral | €1.96B | ― | -24.47% | 8.28% | 5.36% | -846.00% | |
50 Neutral | $2.49B | ― | -7.21% | 2.51% | -8.26% | -259.91% | |
44 Neutral | $3.06B | 17.07 | 4.84% | 1.80% | 19.36% | 1261.54% |
Perpetual Limited Corporate Events
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.
Perpetual Limited’s third quarter FY25 business update reveals a 4% decrease in Asset Management AUM to A$221 billion, driven by net outflows and currency movements. Despite challenges in the asset management sector, the company reported growth in its Corporate Trust and Wealth Management divisions, with Corporate Trust contributing significantly to earnings diversification and Wealth Management achieving A$0.9 billion in net inflows.
Perpetual Limited has announced the cessation of a substantial shareholding, with 14,616,798 shares, representing 5.076% of the company, being sold on the stock exchange. This transaction marks a significant change in the company’s shareholder structure, potentially impacting its market dynamics and stakeholder interests.
Perpetual Limited, along with its related bodies corporate, has increased its voting power in Nine Entertainment Company Holdings Limited from 7.568% to 8.825% as of April 10, 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 future decisions.
Perpetual Limited has become a substantial holder in Peter Warren Automotive Holdings Limited, acquiring a 5.805% voting power through 10,000,000 ordinary shares. This acquisition marks a significant investment in the automotive sector, potentially influencing Peter Warren’s strategic decisions and market positioning.
Perpetual Limited has increased its voting power in Nick Scali Ltd, a company in which it holds substantial interest. The voting power has risen from 7.534% to 8.552% as of April 7, 2025. This change reflects Perpetual Limited’s strategic move to strengthen its influence within Nick Scali Ltd, potentially impacting the company’s governance and decision-making processes.
Perpetual Limited has announced that it has ceased to be a substantial holder in Whitehaven Coal Limited as of April 3, 2025. This change in holding could impact Perpetual’s investment strategy and influence Whitehaven Coal’s shareholder dynamics, potentially affecting market perceptions and stakeholder interests.
Perpetual Limited has announced a change in the address of its registry office in Sydney, which is managed by MUFG Corporate Markets (AU) Limited. The new address will take effect from 14 April 2025, while the telephone numbers and postal address will remain unchanged. This move is a routine operational update and is not expected to impact the company’s operations or stakeholder relationships.
Perpetual Limited announced a change in the director’s interest, specifically regarding Paul Christopher Raymond Ruiz, who increased his indirect holding by acquiring 196 ordinary shares through the company’s Dividend Reinvestment Plan. This change reflects the director’s continued investment in the company, potentially signaling confidence in Perpetual Limited’s financial performance and strategy.
Perpetual Limited announced a change in the director’s interest, with Fiona Trafford-Walker acquiring 171 ordinary shares under the company’s Dividend Reinvestment Plan. This change reflects the director’s increased stake in the company, potentially signaling confidence in Perpetual’s financial strategies and market positioning.
Perpetual Limited announced a change in the director’s interest, with Gregory John Andrew Cooper acquiring 576 ordinary shares through the company’s Dividend Reinvestment Plan. This acquisition increases Cooper’s indirect holdings to 19,047 shares, reflecting a strategic move to enhance his stake in the company, potentially signaling confidence in Perpetual’s financial performance and future prospects.
Perpetual Limited has announced the quotation of 101,785 ordinary fully paid securities on the Australian Securities Exchange (ASX) as of April 4, 2025. This move is part of a dividend or distribution plan, potentially enhancing the company’s liquidity and offering more investment opportunities for stakeholders.
Perpetual Limited has announced a change in the substantial holding of its voting shares, with The Vanguard Group, Inc. and its controlled entities increasing their stake. The Vanguard Group now holds 6.020% of the voting power, up from 5.001%, indicating a significant increase in their influence within the company. This change may impact Perpetual Limited’s strategic decisions and reflects Vanguard’s growing interest in the company’s operations.
Perpetual Limited has announced an update to its previous dividend distribution announcement, specifically regarding the Dividend Reinvestment Plan (DRP) price following a 10-day volume-weighted average price (VWAP). This update pertains to the dividend distribution for the six-month period ending December 31, 2024, with key dates including a record date of March 14, 2025, and an ex-date of March 13, 2025. This announcement is significant as it provides clarity on the DRP pricing, potentially impacting shareholder decisions and the company’s capital management strategy.
Perpetual Limited announced a change in the director’s interest, with Christopher Jones acquiring 8,000 additional ordinary shares, bringing his total to 15,571 shares. This acquisition, conducted through an on-market trade, reflects a significant increase in the director’s stake, potentially signaling confidence in the company’s future performance and impacting shareholder perceptions.
Perpetual Limited, a significant shareholder in Healius Limited, has reduced its voting power from 9.785% to 8.784% as of March 17, 2025. This change in substantial holding reflects a decrease in the number of shares held, potentially impacting Perpetual Limited’s influence in Healius Limited’s decision-making processes.
Perpetual Limited has increased its voting power in Premier Investments Limited from 9.09% to 10.201%, reflecting a strategic move to strengthen its influence within the company. This change in substantial holding indicates Perpetual’s growing interest and potential impact on Premier Investments’ future decisions, which could have implications for stakeholders and the market.
Perpetual Limited has announced a change in the director’s interest, with Philip Charles Wagstaff acquiring an additional 2,125 ordinary shares through an on-market trade, bringing his total to 4,020 shares. This acquisition reflects a strategic move by the director, potentially signaling confidence in the company’s future performance and stability, which may positively influence stakeholder perceptions.
Perpetual Limited has reduced its stake in Universal Store Holdings Limited, a company known for its retail operations, from 7.731% to 6.691%. This change in voting power reflects a decrease in Perpetual Limited’s influence over Universal Store Holdings, potentially impacting its strategic decisions and stakeholder interests.
Perpetual Limited announced a change in the director’s interest, with Director Philip Charles Wagstaff acquiring 1,895 fully paid ordinary shares through an on-market trade. This acquisition reflects a direct interest in the company and may indicate confidence in the company’s future prospects, potentially impacting investor perceptions and stakeholder interests.
Perpetual Limited has announced a change in the director’s interest, specifically involving Mona Aboelnaga Kanaan. The change involves the acquisition of 7,000 ordinary shares indirectly through K6 Investments LLC Defined Benefit Plan, with the shares valued at $19.3684 each. This transaction, conducted as an on-market trade, reflects a significant increase in the director’s indirect holdings, potentially indicating confidence in the company’s future performance.
Perpetual Limited has announced a change in its substantial holding in Select Harvests Limited, with its voting power decreasing from 15.484% to 14.205%. This change reflects a shift in Perpetual’s investment strategy or portfolio management, potentially impacting its influence over Select Harvests Limited and signaling a strategic adjustment in its holdings.
Perpetual Limited has announced a change in the director’s interest, specifically for Bernard Patrick Reilly, who has acquired 5,180 ordinary shares in the company through the BKTN Superannuation Fund. This acquisition was made via an on-market trade at a price of $19.5689 per share. The change in director’s interest indicates a personal investment in the company, which may reflect confidence in the company’s future performance and could have implications for shareholder perceptions and market dynamics.
Perpetual Limited has announced a change in the interests of its substantial holder, Macquarie Group Limited, and its controlled entities. The voting power of Macquarie Group Limited in Perpetual Limited has decreased from 6.78% to 5.76%, indicating a reduction in their stake. This change in voting power may affect Macquarie’s influence over decisions at Perpetual Limited, potentially impacting the company’s strategic direction and governance.
Perpetual Limited has become a substantial holder in FleetPartners Group Limited, acquiring a 5.019% voting power through ordinary shares. This acquisition marks a significant stake in FleetPartners, potentially influencing its strategic decisions and impacting stakeholders by aligning with Perpetual’s broader investment strategy.
Soul Patts announced a significant change in its investment in Perpetual Limited, reducing its long holding to 8.46%, with 5.36% held via physical shares. This adjustment follows the unwinding of short equity derivative positions and the expiry of a physically settled swap. The move reflects a strategic shift in Soul Patts’ investment approach and may impact its influence in Perpetual Limited, potentially affecting stakeholders and market dynamics.
Macquarie Group Limited has become a substantial holder in Perpetual Limited, a company involved in financial services. The acquisition involves a significant number of voting shares, indicating Macquarie’s increased influence and potential strategic interest in Perpetual Limited. This move could impact Perpetual’s market positioning and stakeholder dynamics, given Macquarie’s substantial voting power and control over securities.
Perpetual Limited has announced a change in the director’s interest, specifically involving Gregory John Andrew Cooper. Mr. Cooper, through BG Cooper Pty Limited, acquired 2,000 additional ordinary shares in Perpetual Limited through on-market trades, increasing his indirect holdings to 18,471 shares. This acquisition reflects a continued confidence in the company’s prospects and may influence stakeholder perceptions regarding the company’s future performance.
Perpetual Limited announced a change in the director’s interest, with Paul Christopher Raymond Ruiz acquiring an additional 4,800 ordinary shares through an on-market trade. This acquisition increases his indirect holding to 6,300 shares, reflecting a significant investment in the company, which may indicate confidence in its future performance.
Perpetual Limited has released its half-year financial results for the period ending 31 December 2024. The announcement, authorized by the Board of Directors, includes an operating and financial review, highlighting the company’s performance and strategic direction. This release is significant for stakeholders as it provides insights into Perpetual’s financial health and operational strategies, potentially impacting its market positioning and future growth.
Perpetual Limited has released its half-year financial results for the period ending 31 December 2024. The announcement, authorized by the company’s Board of Directors, includes key financial documents such as the Half Yearly Report and Accounts, and an Operating and Financial Review. This release is significant for stakeholders as it provides insights into the company’s financial performance and strategic direction for the first half of the fiscal year 2025.
Perpetual Limited has released its half-year financial results for the period ending 31 December 2024. The announcement, presented by CEO Bernard Reilly and CFO Chris Green, highlights the company’s financial performance and strategic positioning in the market. This release is expected to provide stakeholders with insights into the company’s operational efficiency and market strategy, potentially impacting investor perceptions and market dynamics.
Perpetual Limited reported its financial results for the first half of 2025, highlighting a 2% increase in underlying profit after tax to A$100.5 million, driven by growth in asset management and wealth management sectors. Despite a decline in statutory net profit due to impairments and strategic review costs, the company declared an interim dividend of A$0.61 per share and announced a simplification program aimed at reducing costs by A$70-80 million annually by FY27.
Perpetual Limited has announced a dividend distribution of AUD 0.61 per share for its ordinary fully paid securities, covering the six-month period ending December 31, 2024. The ex-date for this dividend is March 13, 2025, with a record date of March 14, 2025, and payment scheduled for April 4, 2025. This announcement reflects the company’s ongoing commitment to delivering shareholder value and may impact its market positioning by reinforcing investor confidence.
Perpetual Limited reported its half-year financial results for the period ending December 31, 2024, showing a 3% increase in revenue from ordinary activities to $687.7 million, excluding structured investments. However, the net profit after tax attributable to equity holders dropped significantly by 65% to $12 million. The underlying net profit after tax, excluding significant items, saw a modest increase of 2% to $100.5 million. The company announced an interim dividend of 61 cents per share, to be paid on April 4, 2025. These results indicate a challenging period for Perpetual Limited, with a notable decline in net profit despite revenue growth, which may impact investor sentiment and market positioning.
Perpetual Limited, a financial services company, has announced a change in its substantial holding in Healius Limited. The company has reduced its voting power from 11.15% to 9.785%, indicating a decrease in its stake in Healius Limited. This change could impact Perpetual Limited’s influence over Healius Limited’s corporate decisions and may have implications for stakeholders monitoring the company’s investment strategies.
Perpetual Limited has increased its substantial holding in Whitehaven Coal Limited, now holding a 6.687% voting power, up from 5.628%. This change reflects Perpetual’s strategic move to strengthen its influence in Whitehaven Coal, indicating a significant shift in its investment strategy potentially impacting market dynamics and stakeholder interests.
Perpetual Limited, an investment management company, has announced a change in its substantial holding in Orora Limited, a packaging solutions provider. The company’s voting power in Orora has decreased from 11.218% to 10.113%, reflecting a reduction in the number of shares held. This adjustment in stake could have implications for Perpetual’s influence over Orora’s corporate decisions.
Perpetual Limited has terminated its Scheme of Arrangement with KKR following an Independent Expert’s report, deeming it not in the shareholders’ best interests. The company will now proceed with separating its businesses and selling its Wealth Management division, aiming to enhance shareholder value by focusing on organic growth and reducing costs. The proceeds from the sale are intended to strengthen the capital position of the Group and support investments in corporate trust and asset management, while the Board remains committed to reducing debt and simplifying operations for improved long-term performance.
Perpetual Limited has announced that it has ceased being a substantial holder in GrainCorp Limited as of February 14, 2025. This change in their holding could potentially impact Perpetual’s influence in GrainCorp and reflects a shift in their investment strategy, which may have implications for shareholders and the market perception of GrainCorp.
Perpetual Limited has announced a change in its substantial holding in Healius Limited, with its voting power decreasing from 12.349% to 11.15%. This shift in voting power reflects a significant change in Perpetual’s stake in Healius, which could potentially impact the company’s influence in corporate decisions and its strategic positioning within the industry.
Perpetual Limited has announced an update on the proposed acquisition of its Wealth Management and Corporate Trust businesses by an affiliate of Kohlberg Kravis Roberts & Co. L.P (KKR) via a Scheme of Arrangement. The company has received non-binding, conditional proposals from KKR, which are currently under assessment by the Perpetual Board. While the media has speculated on the details, the exact terms and net proceeds for shareholders remain uncertain, and the board plans to update shareholders as soon as possible. Shareholders are advised that no immediate action is required, and Perpetual is committed to keeping the market informed in accordance with its disclosure obligations.
Perpetual Limited has seen a change in the interests of its substantial holder, affecting the voting power attached to its securities. The notice reveals a detailed list of entities with relevant interests, including State Street Global Advisors and State Street Bank and Trust Company, who hold significant shares and control rights over the company’s voting securities. This development could influence the company’s strategic decisions and stakeholder dynamics as the control over voting rights can impact key corporate decisions.
Perpetual Limited has become a substantial holder in Australian Finance Group Limited (AFG), acquiring a 5.079% voting power through 13,753,963 ordinary shares. This acquisition marks a significant investment by Perpetual Limited, potentially influencing AFG’s strategic decisions and stakeholder interests.
Perpetual Limited has become a substantial holder in McMillan Shakespeare Limited, acquiring a 5.173% voting power through 3,602,566 ordinary shares. This acquisition reflects Perpetual Limited’s strategic interest in expanding its influence within the financial services sector, potentially impacting McMillan Shakespeare Limited’s governance and operational decisions.
Perpetual Limited has scheduled its 2025 half-year financial results briefing for February 27, 2025. This event will provide insights into the company’s financial performance and strategic direction for the first half of the year, potentially impacting its market positioning and stakeholder interests.
Perpetual Limited has increased its voting power in Myer Holdings Limited, raising its stake from 8.539% to 10.46% as of January 29, 2025. This increase in stake signifies Perpetual’s strengthened influence in Myer Holdings, which could impact the company’s strategic decisions and shareholder dynamics.
Perpetual Limited released its second quarter business update, revealing a mixed performance across its divisions. The Asset Management division saw a 3.6% increase in assets under management to A$230.2 billion, largely due to positive currency movements, though it faced challenges from a decline in global and US value indices and net outflows. The Corporate Trust and Wealth Management sectors experienced growth in funds under administration and advice, with increases of 2.5% and 1%, respectively, largely driven by favorable market conditions.
Perpetual Limited has ceased to be a substantial holder in McMillan Shakespeare Limited, a company identified by its ACN 107 233 983. This change in holding, effective from January 23, 2025, indicates a shift in Perpetual Limited’s investment strategy or portfolio management, potentially affecting its influence on McMillan Shakespeare Limited’s corporate decisions and impacting stakeholders interested in Perpetual’s investment directions.