Perpetual (PPT.AX) Stock Price

Perpetual Price

ASX·CLOSED
19.55AUD+0.0100 (+0.05 %)
Market closed

Over the last 19 years Perpetual grew revenue by 6.5% annually, reaching 1.39 B AUD. Earnings per share have declined at 8.7% per year over the last 17 years. For Perpetual, the net margin of -4.2% is down versus 11.5% a few years ago. At today's price the dividend yield works out to roughly 5.88%. The consensus 12-month price target for Perpetual is 20.55 AUD, about 5.1% above where the stock trades today. Of 11 analysts, 5 rate the stock a buy — an overall Hold consensus. The stock trades about 29% above its 52-week low.

Perpetual stock price

Volume
Ex-Dividend
Details

Stock Price

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How to Read This Chart

This chart tracks the historical stock price of Perpetual over time. You can switch between daily, weekly, and monthly views and select custom time ranges — from a single day to the full available history. Use the toggle to view price changes in absolute currency terms or as a percentage change relative to the starting date.

Total Return vs. Price Return

The "Total Return" toggle includes reinvested dividends on top of the pure price movement. This is critical because dividends can account for a significant portion of long-term returns. Historically, roughly 40 % of the S&P 500's total return has come from dividends. Always compare total return when evaluating a stock's real performance against a benchmark.

Intraday Price Data

When viewing a one-day time frame, the chart displays real-time intraday price movements. This is useful for observing how Perpetual stock reacts to market openings, earnings releases, or breaking news throughout the trading session.

What to Look For

Look for long-term trends (sustained upward or downward movements over months and years), support and resistance levels (price zones where the stock repeatedly bounces or reverses), and volatility (how much the price fluctuates day to day). Comparing Perpetual's price chart to a market index like the S&P 500 can reveal whether the stock is outperforming or underperforming the broader market.

Perpetual Stock Price History
DatePerpetual Price
8/21/202619.55 AUD
8/20/202619.54 AUD
8/19/202619.66 AUD
8/18/202619.18 AUD
8/17/202619.32 AUD
8/14/202619.31 AUD
8/13/202619.15 AUD
8/12/202619.03 AUD
8/11/202619.20 AUD
8/10/202618.66 AUD
8/7/202618.72 AUD
8/6/202618.80 AUD
8/5/202618.70 AUD
8/4/202618.58 AUD
8/3/202618.71 AUD
7/31/202618.96 AUD
7/30/202618.66 AUD
7/29/202619.77 AUD
7/28/202620.18 AUD
7/27/202619.43 AUD
7/24/202618.92 AUD
7/23/202619.12 AUD
7/22/202619.54 AUD
7/21/202619.30 AUD
7/20/202619.22 AUD
7/17/202619.21 AUD
7/16/202619.18 AUD
7/15/202618.89 AUD
7/14/202618.83 AUD
7/13/202619.06 AUD
7/10/202619.17 AUD
7/9/202619.28 AUD
7/8/202619.29 AUD
7/7/202619.22 AUD
7/6/202619.04 AUD
7/3/202619.11 AUD
7/2/202618.50 AUD
7/1/202618.10 AUD
6/30/202615.39 AUD
6/29/202615.27 AUD
6/26/202615.16 AUD
6/25/202615.32 AUD
6/24/202615.38 AUD
6/23/202615.71 AUD
6/22/202615.64 AUD
6/19/202615.69 AUD
6/18/202615.97 AUD
6/17/202616.01 AUD
6/16/202616.10 AUD
6/15/202616.27 AUD
6/12/202616.26 AUD
6/11/202616.31 AUD
6/10/202616.35 AUD
6/9/202616.28 AUD
6/5/202615.64 AUD
6/4/202615.51 AUD
6/3/202615.54 AUD
6/2/202615.67 AUD
6/1/202616.02 AUD
5/29/202615.90 AUD
5/28/202615.69 AUD
5/27/202615.94 AUD
5/26/202615.87 AUD
5/25/202616.10 AUD
5/22/202616.28 AUD
5/21/202616.28 AUD
5/20/202616.03 AUD
5/19/202616.29 AUD
5/18/202615.95 AUD
5/15/202616.20 AUD
5/14/202615.84 AUD
5/13/202615.91 AUD
5/12/202616.19 AUD
5/11/202616.72 AUD
5/8/202616.59 AUD
5/7/202616.87 AUD
5/6/202616.52 AUD
5/5/202616.66 AUD
5/4/202616.60 AUD
5/1/202616.65 AUD
4/30/202616.57 AUD
4/29/202616.79 AUD
4/28/202616.50 AUD
4/27/202616.19 AUD
4/24/202616.35 AUD
4/23/202616.22 AUD
4/22/202616.37 AUD
4/21/202616.60 AUD
4/20/202616.48 AUD
4/17/202616.47 AUD
4/16/202616.10 AUD
4/15/202616.13 AUD
4/14/202616.05 AUD
4/13/202615.91 AUD
4/10/202615.99 AUD
4/9/202616.30 AUD
4/8/202616.47 AUD
4/7/202616.08 AUD
4/2/202615.82 AUD
4/1/202616.04 AUD
3/31/202615.87 AUD
3/30/202615.82 AUD
3/27/202616.03 AUD
3/26/202616.24 AUD
3/25/202616.15 AUD
3/24/202615.88 AUD
3/23/202616.12 AUD
3/20/202615.98 AUD
3/19/202615.89 AUD
3/18/202616.21 AUD
3/17/202616.15 AUD
3/16/202616.58 AUD
3/13/202616.28 AUD
3/12/202616.18 AUD
3/11/202617.17 AUD
3/10/202617.14 AUD
3/9/202616.99 AUD
3/6/202617.77 AUD
3/5/202617.77 AUD
2/26/202618.41 AUD
2/25/202617.10 AUD
2/24/202616.98 AUD
2/23/202617.17 AUD
2/20/202617.37 AUD
2/19/202617.65 AUD
2/18/202617.48 AUD
2/17/202616.98 AUD
2/16/202616.99 AUD
2/13/202616.93 AUD
2/12/202617.14 AUD
2/11/202617.66 AUD
2/10/202617.87 AUD
2/9/202617.31 AUD
2/6/202616.97 AUD
2/5/202617.38 AUD
2/4/202617.42 AUD
2/3/202617.82 AUD
2/2/202617.68 AUD
1/30/202617.92 AUD
1/29/202618.94 AUD
1/28/202618.73 AUD
1/27/202619.03 AUD
1/23/202618.74 AUD
1/22/202618.73 AUD
1/21/202618.54 AUD
1/20/202618.70 AUD
1/19/202618.84 AUD
1/16/202618.93 AUD
1/15/202618.47 AUD
1/14/202618.68 AUD
1/13/202618.75 AUD
1/12/202618.85 AUD
1/9/202619.02 AUD
1/8/202619.40 AUD
1/7/202619.35 AUD
1/6/202618.90 AUD
1/5/202618.62 AUD
1/2/202618.88 AUD
12/31/202518.70 AUD
12/30/202518.81 AUD
12/29/202518.83 AUD
12/24/202519.11 AUD
12/23/202519.05 AUD
12/22/202518.86 AUD
12/19/202518.90 AUD
12/18/202518.94 AUD
12/17/202518.74 AUD
12/16/202518.88 AUD
12/15/202518.72 AUD
12/12/202518.99 AUD
12/11/202518.85 AUD
12/10/202518.76 AUD
12/9/202519.00 AUD
12/8/202518.97 AUD
12/5/202518.82 AUD
12/4/202518.92 AUD
12/3/202518.74 AUD
12/2/202518.75 AUD
12/1/202518.82 AUD
11/28/202519.14 AUD
11/27/202519.26 AUD
11/26/202519.21 AUD
11/25/202518.83 AUD
11/24/202518.77 AUD
11/21/202518.40 AUD
11/20/202518.62 AUD
11/19/202517.96 AUD
11/18/202518.09 AUD
11/17/202518.71 AUD
11/14/202518.76 AUD
11/13/202519.36 AUD
11/12/202519.46 AUD
11/11/202519.35 AUD
11/10/202519.12 AUD
11/7/202518.84 AUD
11/6/202519.04 AUD
11/5/202519.16 AUD
11/4/202518.94 AUD
11/3/202519.16 AUD
10/31/202519.19 AUD
10/30/202519.40 AUD
10/29/202519.30 AUD
10/28/202519.13 AUD
10/27/202519.16 AUD
10/24/202519.32 AUD
10/23/202519.30 AUD
10/22/202520.11 AUD
10/21/202519.74 AUD
10/20/202521.28 AUD
10/17/202520.65 AUD
10/16/202520.83 AUD
10/15/202520.81 AUD
10/14/202520.64 AUD
10/13/202519.83 AUD
10/10/202519.88 AUD
10/9/202519.98 AUD
10/8/202519.73 AUD
10/7/202519.90 AUD
10/6/202519.70 AUD
10/3/202520.07 AUD
10/2/202520.03 AUD
10/1/202518.69 AUD
9/30/202518.73 AUD
9/29/202518.77 AUD
9/26/202518.58 AUD
9/25/202518.68 AUD
9/24/202518.69 AUD
9/23/202519.07 AUD
9/22/202519.08 AUD
9/19/202519.13 AUD
9/18/202519.16 AUD
9/17/202519.12 AUD
9/16/202519.50 AUD
9/15/202519.24 AUD
9/12/202519.37 AUD
9/11/202519.49 AUD
9/10/202520.46 AUD
9/9/202519.98 AUD
9/8/202519.79 AUD
9/5/202520.01 AUD
9/4/202519.85 AUD
9/3/202519.75 AUD
9/2/202520.41 AUD
9/1/202520.36 AUD
8/29/202521.73 AUD
8/28/202521.45 AUD
8/27/202522.09 AUD
8/26/202521.98 AUD
8/25/202521.60 AUD
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Perpetual Revenue, EBIT, Net Income

  • 3 Years

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  • 25 Years

  • Max

Revenue
EBIT
Net Income
Details
Date
Revenue
EBIT
Net Income
Jan 1, 2023
1.02 B AUD
123.00 M AUD
59.00 M AUD
Jan 1, 2024
1.35 B AUD
147.40 M AUD
-472.20 M AUD
Jan 1, 2025
1.39 B AUD
146.40 M AUD
-58.20 M AUD
Jan 1, 2026 (e)
1.38 B AUD
411.84 M AUD
207.15 M AUD
Jan 1, 2027 (e)
1.31 B AUD
389.72 M AUD
197.93 M AUD
Jan 1, 2028 (e)
1.26 B AUD
373.95 M AUD
207.54 M AUD
Jan 1, 2029 (e)
1.23 B AUD
364.83 M AUD
211.03 M AUD
Jan 1, 2030 (e)
1.39 B AUD
321.26 M AUD
187.79 M AUD

Perpetual Income Statement, Balance Sheet, Cash Flow Statement

Last updated Aug 22, 2026, 3:36 PM
 
REVENUEB AUD
REVENUE GROWTH%
GROSS MARGIN%
GROSS INCOMEM AUD
EBITM AUD
EBIT MARGIN%
NET INCOMEM AUD
NET INCOME GROWTH%
DIV.AUD
DIV. GROWTH%
SHARESM
201520162017201820192020202120222023202420252026e2027e2028e2029e2030e
0.510.500.520.540.520.490.650.741.021.351.391.381.311.261.231.39
13.33-1.964.003.46-3.53-5.3932.7913.5038.2431.573.27-0.43-5.35-4.05-2.4713.46
92.1694.0090.3887.3690.5695.7272.0949.7345.9434.9233.8145.9445.9445.9445.9445.94
470.00470.00470.00470.00470.00470.00470.00368.00470.00470.00470.00635.86601.86577.51563.26639.07
177.00179.00191.00198.00164.00134.00116.00137.00123.00147.00146.00411.00389.00373.00364.00321.00
34.7135.8036.7336.8031.6027.2917.7918.5112.0210.9210.5029.7029.6929.6729.6923.08
122.00132.00137.00140.00115.0081.0074.00101.0059.00-472.00-58.00207.00197.00207.00211.00187.00
50.628.203.792.19-17.86-29.57-8.6436.49-41.58-900.00-87.71-456.90-4.835.081.93-11.37
3.433.643.793.933.572.212.572.991.911.391.151.131.131.13––
37.206.124.123.69-9.16-38.1016.2916.34-36.12-27.23-17.27-1.74––––
46.1746.4346.7146.8347.0747.4656.2357.3583.01112.22111.62111.62111.62111.62111.62111.62
Details

Income Statement Key Figures

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Revenue and Revenue Growth

Revenue is the starting point of every income statement — it measures the total sales Perpetual generates from its core business. Revenue growth (expressed as year-over-year percentage change) is one of the most important indicators of business momentum. Sustained growth above 10 % annually is generally considered strong, while declining revenue is a serious warning sign that demands investigation.

Gross Margin

Gross margin = (Revenue − Cost of Goods Sold) ÷ Revenue. It reveals what percentage of each dollar of revenue Perpetual retains after direct production costs. High gross margins (above 50 %) are typical of asset-light businesses like software and brands, while capital-intensive industries like manufacturing often operate below 30 %. Compare Perpetual's gross margin to industry peers and track it over time to spot improving or deteriorating pricing power.

EBIT and EBIT Margin

EBIT measures operating profit — what remains after subtracting all operating expenses (including R&D, sales, and administrative costs) from gross profit. The EBIT margin shows this as a percentage of revenue. Because it excludes interest and taxes, EBIT allows fair comparisons between companies with different debt levels and tax jurisdictions. A rising EBIT margin indicates improving operational efficiency.

Net Income and Earnings Per Share (EPS)

Net income is the company's final profit after all expenses, interest, and taxes. Dividing net income by the number of shares outstanding gives you EPS — the single most influential metric in stock valuation. Consistent EPS growth is the primary driver of long-term stock price appreciation. Always check whether EPS growth comes from genuine profit improvement or from share buybacks reducing the share count.

Shares Outstanding

The total number of shares Perpetual has issued. A declining share count (through buybacks) boosts EPS and signals management confidence. A rising share count (through stock issuance) dilutes existing shareholders. Always monitor this number alongside EPS to get the full picture of per-share value creation.

Analyst Estimates

The projected figures represent consensus estimates from professional analysts. Compare these forecasts against Perpetual's historical growth rates to assess whether expectations are realistic. A company that consistently beats consensus estimates tends to see its stock price rewarded over time, while repeated misses erode investor confidence.

Perpetual stock margins

The Perpetual margin analysis displays the gross margin, EBIT margin, as well as the profit margin of Perpetual. The EBIT margin (EBIT/sales) indicates the percentage of sales that remains as operating profit. The profit margin shows the percentage of sales that remains for Perpetual.

  • 3 Years

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  • Max

Gross margin
EBIT margin
Profit margin
Details
Date
Gross margin
EBIT margin
Profit margin
Jan 1, 2021
45.94 %
17.91 %
11.48 %
Jan 1, 2022
49.77 %
18.52 %
13.67 %
Jan 1, 2023
45.94 %
12.02 %
5.77 %
Jan 1, 2024
45.94 %
10.95 %
-35.08 %
Jan 1, 2025
45.94 %
10.53 %
-4.19 %
Jan 1, 2026 (e)
45.94 %
29.75 %
14.96 %
Jan 1, 2027 (e)
45.94 %
29.75 %
15.11 %
Jan 1, 2028 (e)
45.94 %
29.75 %
16.51 %

Perpetual Stock Revenue, EBIT, Earnings per Share

The Perpetual earnings per share therefore indicates how much revenue Perpetual has generated per share in a given period. The earnings before interest and taxes per share shows how much of the operating profit corresponds to each share. The earnings per share indicates how much of the profit belongs to each share.

  • 3 Years

  • 5 Years

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  • Max

Revenue per Share
EBIT per share
Earnings per Share
Details
Date
Revenue per Share
EBIT per share
Earnings per Share
Jan 1, 2021
11.60 AUD
2.08 AUD
1.33 AUD
Jan 1, 2022
12.91 AUD
2.39 AUD
1.76 AUD
Jan 1, 2023
12.33 AUD
1.48 AUD
0.71 AUD
Jan 1, 2024
12.00 AUD
1.31 AUD
-4.21 AUD
Jan 1, 2025
12.46 AUD
1.31 AUD
-0.52 AUD
Jan 1, 2026 (e)
12.40 AUD
3.69 AUD
1.86 AUD
Jan 1, 2027 (e)
11.74 AUD
3.49 AUD
1.77 AUD
Jan 1, 2028 (e)
11.26 AUD
3.35 AUD
1.86 AUD

Perpetual business model & stock analysis

Perpetual Ltd is an Australian financial company that was founded in 1886 and has been in business for over 135 years. The company is headquartered in Sydney and employs over 1200 employees. The company is a publicly traded company and has been listed on the Australian Securities Exchange (ASX) since 1964. Perpetual Limited is a company that focuses on building long-term and successful relationships with its customers. To do so, it offers a variety of financial services and products. The core business model of the company is asset management. For this purpose, it has created various divisions that cater to different customer needs. The divisions include traditional asset management business, as well as legal and tax services and fund management. In the asset management business, Perpetual Ltd serves private and business clients. The company can draw on over 100 years of experience in this market. Customers can choose from a variety of investment opportunities, including stocks, fixed-income securities, real estate, and alternative investments such as private equity or infrastructure investments. Perpetual Trustee Company is a subsidiary of the company and provides legal and tax services. These services include estate administration, estate planning and administration, trusteeships, and fiduciary agreements. Again, the company can rely on many years of experience in this field. In the field of fund management, Perpetual Ltd has launched a wide range of funds that invest in Australian and international assets. These include equity funds, fixed-income funds, multi-asset funds, and funds specializing in alternative investments. A key component of Perpetual Ltd's business model is its focus on sustainability and social responsibility. The company is committed to making responsible investments and working with customers to ensure that their investments remain in line with their ethical and moral principles. The strengths of Perpetual Ltd lie in its long-standing experience in asset management, the diversification of its offerings, and a strong commitment to sustainability and social responsibility. The company takes pride in being a trusted partner for its customers and focusing on building long-term relationships. Overall, Perpetual Ltd offers a wide range of financial services and products tailored to the needs of private and business customers. The company has a long history in Australia and has a dedicated and experienced team of professionals. With a strong focus on sustainability and social responsibility, Perpetual Ltd positions itself as a trusted partner for investors looking for long-term and profitable investment opportunities.

Perpetual SWOT Analysis

Strengths

Perpetual Ltd has a strong brand reputation and a long history of providing excellent financial services.

The company has a diverse range of investment products and services, allowing for multiple revenue streams.

Perpetual Ltd has a large and loyal client base, providing a stable source of income.

Weaknesses

The company is heavily dependent on market conditions, which can impact its profitability.

Perpetual Ltd faces intense competition from other financial institutions, potentially affecting its market share.

There may be limitations in Perpetual Ltd's technology infrastructure, hindering its ability to adapt to changing market needs.

Opportunities

The company can expand its product and service offerings to cater to emerging market trends.

Perpetual Ltd can capitalize on the growing demand for sustainable and socially responsible investments.

There are opportunities for geographic expansion into new markets, both domestically and internationally.

Threats

Changes in government regulations and policies can have a significant impact on Perpetual Ltd's operations.

Fluctuations in economic conditions, such as recessions or downturns, may negatively affect the company's financial performance.

Perpetual Ltd is exposed to risks associated with cybersecurity and data breaches, which can damage its reputation and client trust.

Perpetual Eulerpool Fair Value

Details

Fair Value Estimate

ⓘ

What Is Fair Value?

Fair value is an estimate of what a stock is truly "worth" based on its financial fundamentals, independent of the current market price. If the calculated fair value is above the current share price, the stock may be undervalued — and vice versa. This chart shows three different fair value approaches so you can cross-check them against each other.

Earnings-Based Fair Value

Calculated by multiplying the current earnings per share (EPS) by the average historical P/E ratio over a selected multi-year period. The smoothing over several years filters out temporary spikes or dips. If this fair value exceeds the market price, it suggests the stock is cheap relative to its earning power.

Example: Fair Value (Earnings) 2022 = EPS 2022 × Average P/E 2019–2021

Revenue-Based Fair Value

Derived by multiplying revenue per share by the average historical price-to-sales ratio. This method is particularly useful for companies with volatile or temporarily depressed earnings, as revenue tends to be more stable than profits. It answers: "At what price has the market historically valued each dollar of this company's sales?"

Example: Fair Value (Revenue) 2022 = Revenue per Share 2022 × Average P/S 2019–2021

Dividend-Based Fair Value

Calculated by dividing the dividend per share by the average historical dividend yield. This approach is most relevant for mature, consistently dividend-paying companies. If the resulting fair value is higher than the current price, it implies the stock offers a better yield than its historical average.

Example: Fair Value (Dividend) 2022 = Dividend per Share 2022 ÷ Average Yield 2019–2021

How to Use This Chart

When all three fair value lines converge above the current price, it strengthens the case that the stock is undervalued. When they diverge, investigate why — it may indicate a structural shift in margins, payout policy, or growth rate. The forward estimates on the right extend the analysis using projected fundamentals, helping you assess whether the current price already reflects future growth expectations.

Perpetual historical P/E ratio, EBIT multiple, and P/S ratio

Perpetual annual returns

Details

Annual Return

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What This Chart Shows

This chart breaks down 's total annual return into two components: price return (gains or losses from stock price movement) and dividend return (income received from dividend payments). Together, they represent the total return an investor would have earned in each calendar year.

Price Return

Price return measures the percentage change in 's stock price from January 1st to December 31st of each year. Positive bars indicate the stock appreciated; negative bars show a decline. This is the component most investors focus on, but it tells only part of the story — especially for dividend-paying stocks.

Dividend Return

Dividend return represents the income generated from dividends paid during the year, expressed as a percentage of the starting stock price. While it may seem small in any single year (typically 1–4 % for established companies), dividends compound significantly over decades and have historically contributed roughly 40 % of total stock market returns.

What to Look For

Examine how many years showed positive vs. negative returns to gauge consistency. A stock with mostly positive years and small drawdowns suggests lower risk. Also compare 's annual returns to a benchmark index — consistently outperforming the market is a hallmark of a strong investment. Pay attention to the worst years: understanding downside risk is just as important as chasing upside potential.

Perpetual shares outstanding

The number of shares of Perpetual was 111.62 M in 2025. This indicates how many shares Perpetual is divided into. Since shareholders are the owners of a company, each share represents a small portion of the company's ownership.

  • 3 Years

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  • 10 Years

  • 25 Years

  • Max

Number of stocks
Details
Date
Number of stocks
Jan 1, 2021
56.23 M Stocks
Jan 1, 2022
57.35 M Stocks
Jan 1, 2023
83.01 M Stocks
Jan 1, 2024
112.22 M Stocks
Jan 1, 2025
111.62 M Stocks
Jan 1, 2026 (e)
111.62 M Stocks
Jan 1, 2027 (e)
111.62 M Stocks
Jan 1, 2028 (e)
111.62 M Stocks

Perpetual stock splits

In Perpetual's history, there have been no stock splits.

Perpetual Dividend History

37 years of dividend payments

YearAnnual DividendYoY ChangePayments
20260.59AUDYTD—1×
Mar 12, 20260.59AUD↑ 9.3%1/1
20251.15AUD↓ 17.3%2×
Mar 13, 20250.61AUD↓ 5.2%1/2
Sep 11, 20250.54AUD↓ 11.5%2/2
20241.39AUD↓ 27.0%2×
20231.91AUD↓ 36.2%3×
20222.99AUD↑ 16.1%2×
20212.57AUD↑ 16.1%2×
20202.21AUD↓ 38.0%2×
20193.57AUD↓ 9.1%2×
20183.93AUD↑ 3.8%2×
20173.79AUD↑ 3.9%2×

Perpetual dividend history and estimates

In 2025, Perpetual paid a dividend amounting to 1.15 AUD. Dividend means that Perpetual distributes a portion of its profits to its owners.

  • 3 Years

  • 5 Years

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  • Max

Dividend
Special dividend
Details
Date
Dividend
Dividend (Estimate)
Special dividend
Jan 1, 2021
2.57 AUD
0.00 AUD
0.00 AUD
Jan 1, 2022
2.99 AUD
0.00 AUD
0.00 AUD
Jan 1, 2023
1.91 AUD
0.00 AUD
0.50 AUD
Jan 1, 2024
1.39 AUD
0.00 AUD
0.00 AUD
Jan 1, 2025
1.15 AUD
0.00 AUD
0.00 AUD
Jan 1, 2026
1.13 AUD
0.00 AUD
0.00 AUD
Jan 1, 2027 (e)
0.00 AUD
1.13 AUD
0.00 AUD
Jan 1, 2028 (e)
0.00 AUD
1.13 AUD
0.00 AUD

Perpetual dividend payout ratio

In 2025, Perpetual had a payout ratio of -220.56%. The payout ratio indicates the percentage of the company's profits that Perpetual distributes as dividends.

  • 3 Years

  • 5 Years

  • 10 Years

  • 25 Years

  • Max

Payout ratio
Details
Date
Payout ratio
Jan 1, 2021
193.11 %
Jan 1, 2022
169.19 %
Jan 1, 2023
268.15 %
Jan 1, 2024
-33.06 %
Jan 1, 2025
-220.56 %
Jan 1, 2026 (e)
60.89 %
Jan 1, 2027 (e)
63.73 %
Jan 1, 2028 (e)
60.78 %

Current Perpetual forecasts and price targets in August 2026

Analyst Price Targets 2026
Δ MOM Price Target
6.28 %
Buy
45.45 % (5)
Hold
54.55 % (6)
Sell
0.00 % (0)
12M Price Target
20.55
Last Price
19.55
Currency
AUD
12M Return Potential
5.13 %
LTM Return
0 %

Perpetual Earnings Calls

Perpetual Earnings Estimates & Surprises

DateEPS estimateEPS ActualRevenue EstimatePrice reactionQuarterly report
2/21/20240.93AUD-660.26 MAUD-2024 Q2
8/23/20230.93AUD-390.04 MAUD-2023 Q4
2/22/20231.02AUD-382.53 MAUD-2023 Q2
8/25/20221.19AUD-396.08 MAUD-2022 Q4
2/24/20221.34AUD-389.09 MAUD-2022 Q2
8/19/20210.94AUD-357.59 MAUD-2021 Q4
2/18/20210.87AUD-280.94 MAUD-2021 Q2
8/20/20200.75AUD-238.93 MAUD-2020 Q4
2/20/20201.15AUD-259.64 MAUD-2020 Q2
8/22/20191.27AUD-263.44 MAUD-2019 Q4

EESG©

Eulerpool ESG Scorecard© for the Perpetual stock

84/100
99
Environment
99
Social
54
Governance
E

Environment

20
Scope 1 - Direct Emissions3
Scope 2 - Indirect emissions from purchased energy1,537
Scope 3 - Indirect emissions within the value chain13,419
Total CO₂ emissions1,540
CO₂ reduction strategy
Coal energy
Nuclear power
Animal experiments
Fur & Leather—
Pesticides—
Palm Oil—
Tobacco
Genetically modified organisms
Climate concept—
Sustainable forestry—
Recycling regulations
Environmentally friendly packaging
Hazardous substances
Fuel consumption and efficiency
Water consumption and efficiency
S

Social

20
Percentage of female employees—
Percentage of women in management—
Percentage of Asian employees—
Share of Asian management—
Percentage of Hispanic/Latino employees—
Hispano/Latino Management share—
Percentage of Black employees—
Black Management Share—
Percentage of white employees—
White Management Share—
Adult content
Alcohol
Weapons—
Firearms
Gambling
Military contracts
Human rights concept
Privacy concept—
Occupational health and safety
Catholic
G

Governance (Corporate Governance)

4
Environmental reporting
Stakeholder Engagement
Call Back Policies
Antitrust law

The Eulerpool ESG Scorecard© is the strictly copyrighted intellectual property of Eulerpool Research Systems. Any unauthorized use, imitation, or infringement will be actively pursued and may lead to significant legal consequences. For licenses, collaborations, or usage rights, please contact us directly via our contact form. Contact Form to us.

Perpetual shareholder structure

% Name
4.78272%
Norges Bank Investment Management (NBIM)
Norges Bank Investment Management (NBIM)
3.05243%
BlackRock Institutional Trust Company, N.A.
BlackRock Institutional Trust Company, N.A.
2.32949%
Vanguard Investments Australia Ltd.
Vanguard Investments Australia Ltd.
1.40389%
Dimensional Fund Advisors, L.P.
Dimensional Fund Advisors, L.P.
1.11694%
BlackRock Investment Management (Australia) Ltd.
BlackRock Investment Management (Australia) Ltd.
1.06366%
DFA Australia Ltd.
DFA Australia Ltd.

Perpetual Beneficial Ownership Filings (SEC 13D/G)

Free Float
89.6%
Float Shares
-
Shares Outstanding
-

Perpetual Executives and Management Board

14 members · avg. age 59 · 29 % women

MS

Mr. Mark Smith

Chief Executive - Wealth Management

2.37 M AUD

Management

CG

Mr. Christopher Green

Chief Financial Officer

1.79 M AUD
RM

Mr. Richard Mccarthy

Chief Executive - Corporate Trust

1.76 M AUD
SM

Ms. Sam Mosse

Chief Risk and Sustainability Officer

1.41 M AUD
CS

Mr. Craig Squires

Executive - Transitional Services

780,155.00 AUD
BR

Mr. Bernard Reilly

Chief Executive Officer, Managing Director, Executive Director · since 2024

–
JM

Mr. James MacNevin

Chief Operating Officer

–

Board of Directors

CJ

Mr. Christopher Jones (69)

Independent Non-Executive Director

350,876.00 AUD
MK

Ms. Mona Kanaan (56)

Independent Non-Executive Director

349,495.00 AUD
GC

Mr. Gregory Cooper (53)

Independent Non-Executive Deputy Chairman of the Board

242,871.00 AUD
FT

Ms. Fiona Trafford-Walker (57)

Independent Non-Executive Director

227,688.00 AUD
PW

Mr. Philip Wagstaff (60)

Independent Non-Executive Director

204,642.00 AUD
PR

Mr. Paul Ruiz

Non-Executive Director

–

Perpetual Supply Chain

Perpetual Supply Chain

Correlation: how closely stock prices move together

Same directionNo relationOpposite
22 companies
#NameTrend
1
BlackRock
Supplier·Customer·Capital Markets·US
0.16
0.50
0.61
0.65
0.72
0.84
2
JPMorgan Chase
Supplier·Customer·Banks·US
0.22
0.36
0.71
0.75
0.67
0.77
3
Brookside Energy
Supplier·Customer·Oil, Gas & Consumable Fuels·AU
0.63
0.62
0.08
-0.30
0.67
0.76
4
Citigroup
Supplier·Customer·Banks·US
-0.39
0.28
0.68
0.61
0.79
0.76
5
Premier Investments
Supplier·Customer·Specialty Retail·AU
0.38
0.58
0.69
0.70
0.35
0.71
#NameTrend
1
Redcape Hotel Group
Supplier·Customer·AU
0.16
-0.40
-0.37
-0.54
-0.79
—
2
NobleOak Life
Supplier·Customer·Insurance·AU
0.05
0.40
0.71
0.64
—
—
3
ClearView Wealth
Supplier·Customer·Diversified Financial Services·AU
-0.06
0.50
-0.60
0.01
-0.64
—
4
Japara Healthcare Ltd
Supplier·Customer·Health Care Providers & Services·AU
-0.07
-0.32
-0.62
-0.47
-0.84
—
5
AusCann Group Holdings
Supplier·Customer·Pharmaceuticals·AU
-0.28
0.39
0.20
0.68
0.81
-0.37

Frequently asked questions about Perpetual

Perpetual Ltd operates as a leading diversified financial services company in Australia. The company primarily focuses on delivering services in three main areas: Perpetual Investments, Perpetual Private, and Perpetual Corporate Trust. Perpetual Investments offers a range of investment solutions, including equities, fixed income, multi-asset strategies, and responsible investment options. Perpetual Private provides comprehensive wealth management services, tailored financial advice, and investment solutions for high-net-worth individuals and families. Perpetual Corporate Trust acts as a trusted custodian and provider of corporate trust services, specializing in fiduciary services, structured finance, and agency services. Perpetual Ltd's versatile business model enables it to cater to a diverse range of client needs and deliver strong outcomes.

Perpetual Ltd is primarily active in the financial services industry.

The main competitors of Perpetual Ltd in the market include companies such as Magellan Financial Group, IOOF Holdings Ltd, and Pendal Group.

Perpetual Ltd is an Australian financial services company with a rich history and background. Established in 1885, Perpetual has been providing various wealth management, trustee, and investment services for over a century. The company has built a strong reputation in the industry for its expertise in managing and safeguarding assets, including funds, trusts, and estates. With a client-centric approach, Perpetual strives to deliver long-term value by tailoring solutions to meet the specific needs of individuals, families, and businesses. This commitment, coupled with their extensive experience and dedication, has made Perpetual a trusted name in the financial services sector.

Perpetual Ltd, a renowned financial services company, has achieved significant milestones throughout its journey. Over the years, the company has established a strong reputation as a leader in investment management and trustee services. Key milestones include expanding their global presence, delivering consistent financial performance, and building strong client relationships. Perpetual Ltd has also been recognized for its commitment to corporate social responsibility, earning accolades for sustainability initiatives and community engagement. The company's dedication to excellence, innovation, and client satisfaction remains integral to its success in the ever-changing financial industry.

Perpetual Ltd is primarily present in Australia.

Perpetual Ltd represents values of trust, integrity, and long-term vision. The company is committed to providing exceptional investment and financial services to its clients. Perpetual's corporate philosophy revolves around building strong relationships with their clients by understanding their unique needs and delivering tailored solutions. The company's expertise, experience, and diverse range of investment products enable them to generate sustainable and consistent returns. Perpetual Ltd's commitment to ethical business practices and a client-focused approach has solidified its position as a trusted and reputable name in the financial industry.

Analysts currently set an average price target of 21.12 AUD for the Perpetual stock (median: 20.55 AUD), implying +8.0 % versus the latest price. The consensus is based on 11 analyst ratings.

Perpetual Analyst Price Targets 2026

11 analysts currently rate the Perpetual stock: 5 recommend buying, 6 holding and 0 selling. For 2026, analysts expect Perpetual to generate revenue of 1.38 B AUD and earnings per share of 1.86 AUD.

Perpetual Analyst Price Targets 2026

Converted at the current exchange rate, the Perpetual share trades at 11.99 EUR (19.55 AUD).

The Perpetual share (PPT.AX) is listed on 4 stock exchanges, including: Frankfurt (PVQ.F), München (PVQ.MU), ASX (PPT.AX).

Perpetual Ltd is a leading Australian company in the field of asset management and investment. It was founded in 1886 and focuses on providing financial services to clients in Australia and New Zealand.

The expected revenue of Perpetual is 1.38 B AUD. This figure is based on current financial data and reflects the company's business performance.

The expected profit of Perpetual is 207.15 M AUD. The net profit reflects the company's profitability after deducting all expenses.

The price-to-earnings ratio (P/E) of Perpetual is currently 10.53. The P/E ratio compares the current share price to the earnings per share and helps investors assess the valuation of the Perpetual stock.

The price-to-sales ratio (P/S) of Perpetual is currently 1.58. The P/S ratio compares the market capitalization to the annual revenue and serves as a valuation metric for the Perpetual stock.

The Eulerpool Quality Score for Perpetual is 4/10.

The ISIN of Perpetual is AU000000PPT9. The ISIN (International Securities Identification Number) is a globally unique identifier for securities.

The WKN of Perpetual is 872071. The WKN (Wertpapierkennnummer) is a six-digit German security identification number.

The ticker of Perpetual is PPT.AX. The ticker symbol is used to trade Perpetual shares on the stock exchange.

Over the past 12 months, Perpetual paid a dividend of 1.15 AUD . This corresponds to a dividend yield of about 5.88 %. For the coming 12 months, Perpetual is expected to pay a dividend of 1.13 AUD.

The current dividend yield of Perpetual is 5.88 %.

Perpetual pays a dividend, distributed in the months of , , , .

Perpetual paid dividends every year for the past 36 years.

For the upcoming 12 months, dividends amounting to 1.13 AUD are expected. This corresponds to a dividend yield of 5.78 %.

Perpetual is assigned to the 'Finance' sector.

To receive the latest dividend of Perpetual from amounting to 0.59 AUD, you needed to have the stock in your portfolio before the ex-date on .

The last dividend was paid out on .

In the year 2025, Perpetual distributed 1.51 AUD as dividends.

The dividends of Perpetual are distributed in AUD.

All fundamentals and in-depth analysis of Perpetual

Our stock analysis for Perpetual stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of Perpetual. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.

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