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Perpetual(ASX) PPT

Market CapA$2.18BMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.
Since IPO (1992)+2,358%
5 Year-39%
1 Year+2%
1 Month+2%
A$19.09
+1.27%
+0.24Today
Perpetual last closing stock price
MetricPriceDate
Last closeAUD 19.092026-09-04
Perpetual stock price return by period
PeriodPrice returnPrice at period startPeriod start date
1 week-1.8%AUD 19.442026-08-28
1 month+2.09%AUD 18.702026-08-05
3 month+21.36%AUD 15.732026-06-05
Year to date+5.96%AUD 18.022025-12-31
1 year+2.2%AUD 18.682025-09-04
3 year+5.25%AUD 18.142023-09-05
5 year-38.65%AUD 31.122021-09-03
Since inception+2,357.51%AUD 0.781992-01-02

Perpetual Financials at a Glance

Market Cap

A$2.18BMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.

Revenue (TTM)

A$2.53B

Net Income (TTM)

A$30.70M

EPS (TTM)

A$0.76

P/E Ratio

24.31

Dividend

A$1.13

Beta (Volatility)

0.07 (Low)

Price

A$19.09

Volume

135,324

Open

A$19.00

Previous Close

A$19.09

Daily Range

A$19.00 - A$19.17

52-Week Range

A$15.10 - A$21.41

Estimated Earnings Date

Feb 24, 2027

PPT News

No articles available.

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About Perpetual

Perpetual Limited is a prominent investment management firm established in 1886, offering a wide range of financial solutions across Australia. The company specializes in fund and portfolio management, financial planning, and various trustee services, catering to both individual and corporate clients.

Products and Services
  • Fund and portfolio management across diverse asset classes
  • Financial planning and independent financial advice
  • Corporate trustee and compliance services for financial institutions
Growth Outlook
  • Recent quarterly revenue reached AUD 704.5 million, indicating strong demand
  • Operating income margin improved to 13.97% in the latest quarter
  • Significant cash flow generation supports future investment opportunities
Financial Highlights
  • Trailing twelve-month revenue of AUD 2.7 billion reflects consistent performance
  • Dividend yield stands at 5.69%, appealing to income-focused investors
  • Current ratio of 40.46 indicates strong liquidity position
Perpetual Limited has demonstrated resilience and adaptability in the competitive asset management industry. The firm’s diverse offerings and strong financial metrics position it well for future growth. Recent quarterly results highlight a robust revenue stream and improved operating margins, showcasing the company's ability to capitalize on market opportunities. The solid dividend yield further enhances its attractiveness to potential investors seeking income alongside capital appreciation. With a strong liquidity position, Perpetual is well-equipped to navigate market fluctuations and pursue strategic initiatives for long-term value creation.
AI Generated • Aug 27, 2026

Industry

Capital Markets

Sector

Financials

Employees

1,764

CEO

Bernard P. Reilly, CFA

Website

www.perpetual.com.au

Headquarters

Sydney, NSW 2000, AU

PPT Financials

Key Financial Metrics (TTM)

Gross Margin

74.50%

Operating Margin

10.06%

Net Income Margin

7.71%

Return on Equity

5.64%

Return on Capital

5.08%

Return on Assets

2.71%

Earnings Yield

4.11%

Dividend Yield

5.92%

Payout Ratio

1.42%

Stock Overview

Market Cap

A$2.18BMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.

Shares Outstanding

114.04M

Volume

135.32K

Avg. Volume

305.31K

Financials (TTM)

Gross Profit

A$810.80M

Operating Income

A$314.40M

EBITDA

A$412.30M

Operating Cash Flow

A$489.40M

Capital Expenditure

-A$36.50M

Free Cash Flow

A$452.90M

Cash & ST Invst.

A$567.10M

Total Debt

A$740.60M

Perpetual Performance Analysis

Perpetual annual revenue and year-over-year revenue growth by fiscal year
Fiscal yearPeriod endRevenueYoY growth
20232023-06-30AUD 1,003,600,00029.7%
20242024-06-30AUD 1,333,900,00032.9%
20252025-06-30AUD 1,170,900,000-12.2%
20262026-06-30AUD 1,152,600,000-1.6%
Perpetual sequential (quarter-over-quarter) revenue growth by fiscal quarter
Fiscal quarterPeriod endQoQ growth
Q22024-12-311.0%
Q42025-06-30-1.5%
Q22025-12-313.2%
Q42026-06-30-36.4%
Perpetual annual diluted earnings per share and year-over-year EPS growth by fiscal year
Fiscal yearPeriod endDiluted EPSYoY growth
20232023-06-30AUD 0.71-59.7%
20242024-06-30AUD -4.21N/A
20252025-06-30AUD -0.52-87.6%
20262026-06-30AUD 0.76N/A
Perpetual sequential (quarter-over-quarter) diluted earnings per share growth by fiscal quarter
Fiscal quarterPeriod endQoQ growth
Q22024-12-31102.4%
Q42025-06-30-672.7%
Q22025-12-31173.0%
Q42026-06-30-34.8%

Revenue Growth Rate

Annual and quarterly growth comparison

Earnings Per Share Growth Rate

Annual and quarterly EPS growth comparison

Quarterly Performance

Name
Q4 2026YOY CHG

Revenue

A$448.10M

-34.7%

Gross Profit

A$313.90M

+18.9%

Gross Margin

70.05%

N/A

Market Cap

A$2.18BMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.

N/A

Market Cap/Employee

A$1.23M

N/A

Employees

1,764

N/A

Net Income

A$35.00M

+106.9%

EBITDA

A$28.00M

-77.4%

Quarterly Fundamentals

Name
Q4 2026YOY CHG

Total Cash

A$567.10M

+156.3%

Total Debt

A$740.60M

-11.2%

Accounts Receivable

A$181.30M

-19.2%

Inventory

A$0.00

N/A

Long Term Debt

A$724.70M

+434.0%

Short Term Debt

A$15.90M

-97.7%

Return on Assets

2.71%

N/A

Return on Invested Capital

3.56%

N/A

Free Cash Flow

A$208.60M

+6.3%

Operating Cash Flow

A$215.50M

+0.8%

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Questions About PPT

What is the current price of Perpetual?

Perpetual is trading at A$19.09 per share.

What is the 52-week range for Perpetual?

Over the past 52 weeks, Perpetual has traded between A$15.10 and A$21.41.

How much debt does Perpetual have?

As of the most recent reporting period, Perpetual reported total debt of A$740.60M.

How much cash does Perpetual have on hand?

Perpetual reported A$330.20M in cash and cash equivalents in its most recent financial results.

What is Perpetual’s dividend yield?

Perpetual currently has a dividend yield of 5.92%.

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