Perpetual Ltd (ASX: PPT) Share Price and News

Price

$16.58

Movement

0.08 (+0.49%)

as at 2 May - Closed (20 mins delayed)

52 Week Range

$14.98 - $24.35

 
1 Year Return

-29.3%

Perpetual Ltd Chart and Price Data

Fundamentals Data provided by Morningstar.

Data provided by Morningstar.
Market Cap $1.90 billion
P/E Ratio 37.60
Dividend Yield 6.91%
Shares Outstanding 114.61 million
Earnings per share -4.409
Dividend per share 1.14
Year To Date Return -13.98%
Earnings Yield 2.66%
Franking -
Share Price

$16.58

Day Change

0.08 (+0.49%)

52 Week Range

$14.98 - $24.35

Yesterday's Close

$16.50

Today's Open

$16.40

Days Range

$16.30 - $16.79

Volume

265,386

Avg. Volume (1 month)

499,503

Turnover

$4,405,369

as at 2 May - Closed

Perpetual Ltd (ASX: PPT)
Latest News

A young man goes over his finances and investment portfolio at home.
Broker Notes

Brokers name 3 ASX shares to buy now

Here's why brokers are feeling bullish about these three shares this week.

Read more »

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Share Market News

Here are the top 10 ASX 200 shares today

The ASX 200 is stuck in a very interesting pattern this week...

Read more »

Happy woman in purple clothes looking at asx share price on mobile phone
Share Gainers

Why Invictus Energy, Perpetual, Polynovo, and Zip shares are charging higher

These ASX shares are catching the eye on Thursday. What's going on?

Read more »

A woman holds up her hand in a stop gesture with a suspicious look on her face as a man sitting across from her at a cafe table offers her flowers.
Mergers & Acquisitions

Perpetual share price leaps 11% on $3.5 billion Soul Patts takeover rejection

Perpetual’s board believes the Soul Patts takeover offer materially undervalues its businesses.

Read more »

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Share Gainers

Why Chalice Mining, Core Lithium, Perpetual, and Polynovo shares are racing higher

These ASX shares are having a very strong session on Wednesday. But why?

Read more »

Research, collaboration and doctors working digital tablet, analysis and discussion of innovation cancer treatment. Healthcare, teamwork and planning by experts sharing idea and strategy for surgery.
Broker Notes

CSL shares up 15% in 5 weeks amid two hedge funds placing opposing bets

Let's see what these funds have to say about CSL shares.

Read more »

A group of young friends are supposed to be having a rooftop party but the lights have dimmed, the energy is low, and it's a bit of a downer.
Share Market News

Here are the top 10 ASX 200 shares today

Do you own any of today's few winners?

Read more »

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Broker Notes

Leading brokers name 3 ASX shares to buy today

Here's why brokers believe that now could be the time to snap up these shares.

Read more »

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Share Market News

Here are the top 10 ASX 200 shares today

Do you own any of the rare ASX 200 winners from today?

Read more »

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Share Gainers

Why Allkem, Bega Cheese, Lynas, and Perpetual shares are pushing higher today

These ASX shares are ending the week on a positive note.

Read more »

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Share Gainers

Here are the top 10 ASX 200 shares today

It was a Monday that Garfield would have been proud of on the ASX today.

Read more »

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Earnings Results

3 ASX All Ords shares falling hard on results updates

Investors are not thrilled with the latest figures from these companies.

Read more »

Frequently Asked Questions

Dividend Payment History Data provided by Morningstar.

Data provided by Morningstar.
Ex-Date Amount Franking Type Payable
13 Mar 2025 $0.6100 0.00% Interim 04 Apr 2025
12 Sep 2024 $0.5300 50.00% Final 04 Oct 2024
13 Mar 2024 $0.6500 35.00% Interim 08 Apr 2024
07 Sep 2023 $0.6500 40.00% Final 29 Sep 2023
09 Mar 2023 $0.5500 40.00% Interim 31 Mar 2023
09 Jan 2023 $0.3500 100.00% Special Cash 08 Feb 2023
08 Sep 2022 $0.9700 100.00% Final 30 Sep 2022
10 Mar 2022 $1.1200 100.00% Interim 01 Apr 2022
02 Sep 2021 $0.9600 100.00% Final 24 Sep 2021
04 Mar 2021 $0.8400 100.00% Interim 26 Mar 2021
03 Sep 2020 $0.5000 100.00% Final 25 Sep 2020
04 Mar 2020 $1.0500 100.00% Interim 27 Mar 2020
04 Sep 2019 $1.2500 100.00% Final 30 Sep 2019
06 Mar 2019 $1.2500 100.00% Interim 29 Mar 2019
12 Sep 2018 $1.4000 100.00% Final 08 Oct 2018
28 Feb 2018 $1.3500 100.00% Interim 26 Mar 2018
06 Sep 2017 $1.0000 100.00% Final 29 Sep 2017
01 Mar 2017 $1.3000 100.00% Interim 24 Mar 2017
05 Sep 2016 $1.3000 100.00% Final 28 Sep 2016
01 Mar 2016 $1.2500 100.00% Interim 24 Mar 2016
09 Sep 2014 $0.9500 100.00% Final 03 Oct 2014
07 Mar 2014 $0.8000 100.00% Interim 04 Apr 2014
06 Sep 2013 $0.8000 100.00% Final 04 Oct 2013
06 Mar 2013 $0.5000 100.00% Interim 05 Apr 2013
07 Sep 2012 $0.4000 100.00% Final 05 Oct 2012
02 Mar 2012 $0.5000 100.00% Interim 29 Mar 2012
31 Aug 2011 $0.9000 100.00% Final 27 Sep 2011
03 Mar 2011 $0.9500 100.00% Interim 30 Mar 2011
01 Sep 2010 $1.0500 100.00% Final 28 Sep 2010
04 Mar 2010 $1.0500 100.00% Interim 01 Apr 2010
27 Aug 2009 $0.6000 100.00% Final 30 Sep 2009
27 Feb 2006 $1.6200 100.00% Interim 17 Mar 2006
23 Aug 2005 $1.0000 100.00% Special 12 Sep 2005
23 Aug 2005 $1.3000 100.00% Final 12 Sep 2005
03 Jun 2004 $0.5000 100.00% Special Cash 23 Jun 2004
01 Mar 2004 $0.7000 100.00% Interim 19 Mar 2004

PPT ASX Announcements

An announcement is considered as "Price Sensitive" if it is thought that it may have an impact on the price of the security.

DateAnnouncementPrice Sensitive?TimeNo. of PagesFile Size

About Perpetual Ltd

Perpetual Ltd (ASX: PPT) is a global asset manager and one of Australia's oldest financial services companies, founded in 1886. It has three operating segments, with its investments business the company's main earnings generator.

Perpetual is an active manager of listed assets. It also provides financial planning services to high net-worth clients via its private segment. Its trust segment provides outsourced responsible entity services to funds, as well as custodial and trustee services in debt capital markets.

In January 2023, Perpetual acquired Australian funds manager Pendal Group, along with its boutique brands J O Hambro, Regnan, and TSW. The acquisition saw Perpetual's funds under management total around $200 billion at that time. Perpetual describes the acquisition as one of the most defining moments in its history, creating "a global leader in multi-boutique asset management with world-class investment capabilities".

 

PPT Share Price History Data provided by Morningstar.

Data provided by Morningstar.
Date Close Change % Change Volume Open High Low
02 May 2025 $16.58 $0.08 0.48% 265,386 $16.40 $16.79 $16.30
01 May 2025 $16.50 $-0.06 -0.36% 376,147 $16.47 $16.63 $16.33
30 Apr 2025 $16.56 $0.25 1.53% 383,479 $16.34 $16.56 $16.11
29 Apr 2025 $16.31 $0.49 3.10% 463,206 $15.88 $16.31 $15.72
28 Apr 2025 $15.82 $0.09 0.57% 379,912 $15.82 $16.08 $15.76
24 Apr 2025 $15.73 $0.05 0.32% 411,329 $15.68 $15.89 $15.55
23 Apr 2025 $15.68 $0.68 4.53% 592,735 $15.25 $15.83 $15.24
22 Apr 2025 $15.00 $-0.53 -3.41% 568,955 $15.40 $15.53 $14.98
17 Apr 2025 $15.53 $-0.10 -0.64% 606,041 $15.59 $15.73 $15.30
16 Apr 2025 $15.63 $-1.56 -9.08% 749,277 $16.74 $16.80 $15.63
15 Apr 2025 $17.19 $-0.25 -1.43% 479,973 $17.35 $17.55 $16.90
14 Apr 2025 $17.44 $0.21 1.22% 192,836 $17.36 $17.50 $17.14
11 Apr 2025 $17.23 $-0.19 -1.09% 351,953 $16.84 $17.38 $16.68
10 Apr 2025 $17.42 $1.24 7.66% 468,002 $17.43 $17.50 $16.97
09 Apr 2025 $16.18 $-0.40 -2.41% 486,628 $16.23 $16.75 $16.03
08 Apr 2025 $16.58 $0.13 0.79% 706,213 $16.65 $17.16 $16.45
07 Apr 2025 $16.45 $-1.29 -7.27% 782,341 $17.00 $17.00 $16.11
04 Apr 2025 $17.74 $-0.78 -4.21% 647,245 $18.20 $18.23 $17.72
03 Apr 2025 $18.52 $-0.94 -4.83% 660,716 $18.92 $19.03 $18.26

Director Transactions Data provided by Morningstar.

Data provided by Morningstar.
Date Director Type Amount Value Notes
22 Apr 2025 Philip Wagstaff Buy 2,670 $41,118
On-market trade.
17 Apr 2025 Paul Ruiz Buy 3,492 $54,821
On-market trade.
04 Apr 2025 Fiona Trafford-Walker Issued 171 $3,344
Dividend Reinvestment Plan (DRP).
04 Apr 2025 Gregory Cooper Issued 576 $11,264
Dividend Reinvestment Plan (DRP).
04 Apr 2025 Paul Ruiz Issued 196 $3,832
Dividend Reinvestment Plan (DRP).
27 Mar 2025 Christopher Jones Buy 8,000 $159,420
On-market trade.
13 Mar 2025 Philip Wagstaff Buy 2,125 $40,077
On-market trade.
12 Mar 2025 Mona Kanaan Buy 1,111 $21,197
On-market trade.
07 Mar 2025 Mona Kanaan Buy 7,000 $135,578
On-market trade.
07 Mar 2025 Fiona Trafford-Walker Buy 1,026 $19,853
On-market trade.
05 Mar 2025 Philip Wagstaff Buy 1,895 $37,881
On-market trade.
04 Mar 2025 Bernard Reilly Buy 5,180 $101,366
On-market trade.
03 Mar 2025 Gregory Cooper Buy 1,000 $20,049
On-market trade.
28 Feb 2025 Paul Ruiz Buy 4,800 $98,431
On-market trade.
28 Feb 2025 Gregory Cooper Buy 1,000 $20,000
On-market trade.
28 Feb 2025 Fiona Trafford-Walker Buy 984 $19,994
On-market trade.
04 Oct 2024 Nancy Fox Issued 197 $3,623
Dividend Reinvestment Plan (DRP).
04 Oct 2024 Fiona Trafford-Walker Issued 98 $1,802
Dividend Reinvestment Plan (DRP).
04 Oct 2024 Gregory Cooper Issued 462 $8,496
Dividend Reinvestment Plan (DRP).

Directors & Management Data provided by Morningstar.

Data provided by Morningstar.
Name Title Start Date Profile
Mr Christopher Jones Non-Executive Director Jan 2023
Mr Jones has over 40 years of experience in the financial services industry across investments and funds management. Most recently, Mr Jones was Principal of CMVJ Capital LLC, a private investor and adviser in the financial services, asset management and technology industries. Prior to this, he was Head of Blackrock's US Global Fundamental Equity and Co-head of Global Active Equity. Previously, he spent 32 years in a range of roles at Robert Fleming and Co and JP Morgan Asset Management. He is Member of the People Committee, Member of the Investment Committee, Member of the Technology and Cyber Security Committee and Member of the Board Implementation Committee.
Mr Philip Charles Wagstaff Non-Executive Director Nov 2023
Mr Wagstaff has over 35 years of experience in asset management and has served on the executive committee of several global asset managers including Janus Henderson, M&G and Gartmore. Mr Wagstaff brings expertise in sales, marketing, brand and product development together with experience of mergers, acquisitions and integrations across the asset management sector. Mr Wagstaff is Chair of You Investments Limited in the UK and was previously Chair of Jupiter Unit Trust Managers Limited and Henderson Investment Funds Limited. He is Member of the People Committee and Member of the Investment Committee.
Mr Bernard Patrick Reilly Chief Executive OfficerManaging Director Sep 2024
--
Ms Fiona Trafford-Walker Non-Executive Director Dec 2019
Ms Trafford-Walker has over 30 years within the investment industry, bringing knowledge of investment management and institutional and international perspective to the board. Ms Trafford-Walker began her career in institutional investment consulting in 1992, spending most of her career at Frontier Advisors where she was, at times, its Managing Director, Director of Consulting and Investment Director. Currently Ms Trafford-Walker is a Non-executive Director of Victorian Funds Management Corporation, an Investment Committee Member of the Walter and Eliza Hall Institute and Independent Advisor to the Investment Committee of the Australian Retirement Trust. She is Chair of the Board Implementation Committee, Member of the Investment Committee, Member of the People Committee and Member of the Technology and Cyber Security Committee.
Mr Gregory John Andrew Cooper Non-Executive DirectorNon-Executive Chairman Sep 2019
Mr Cooper has more than 30 years of global investment industry experience in the UK, Asia and Australia with understanding of international funds management. Mr Cooper brings financial services and strategy expertise to the board gained from his executive career at Schroders Australia where he was the Chief Executive Officer from 2006 to 2018 with responsibility for Schroders' institutional business across Asia Pacific and then globally and his current non-executive career across the superannuation, banking and technology sectors. Mr Cooper currently serves as a Non-executive Director of NSW Treasury Corporation, where he also chairs the Investment Committee. He is currently the Chairman of Avanteos Investments Limited (part of the Colonial First State Group). Mr Cooper is a Non-executive Director of Australian Payments Plus Limited and some of its subsidiaries/ related entities and a Director of Australian Indigenous Education Foundation and Edstart Pty Ltd. Previously Mr Cooper acted as a Non-executive Director to the Financial Services Council and held the position of Chairman from 2014 to 2016. He is Chairman of the Investment Committee, Member of the Risk and Compliance Committee and Member of the People Committee.
Mr Paul Ruiz Non-Executive Director Sep 2024
Mr Ruiz currently serves as a Non-Executive Director of TAL Dai-ichi Life Australia, one of Australias leading life insurers, where he chairs the Audit Committee. He previously served on the boards and chaired audit committees of AMA Group (ASX:AMA), the Financial Planning Association of Australia, the Fred Hollows Foundation and its controlled entity Alina Vision, as well as serving on a number of NSW Government audit and risk committees. Until 2016, Mr Ruiz was an audit partner with KPMG. During his career, he specialised in the audit of financial services businesses and led the delivery of assurance services to a number of financial services groups in Australia and internationally.
Ms Mona Aboelnaga Kanaan Non-Executive Director Jun 2021
Ms Kanaan is a seasoned CEO, director, entrepreneur and asset management executive having held positions over a career spanning more than thirty years. She is currently the Managing Partner of K6 Investments LLC, an independent private equity firm which she founded in 2011. Previously, Ms Aboelnaga Kanaan served as President and CEO of Proctor Investment Managers, a private equity firm she founded in 2002 to acquire and scale traditional and alternative asset managers. Ms Aboelnaga Kanaan sold the firm to National Bank of Canada in 2006, acquired affiliates managing nearly $14 billion in assets under management and continued as Proctor's President and CEO until 2013. Ms Aboelnaga Kanaan is currently a Director of Webster Financial Corporation (NYSE: WBS) and is Chair of the Technology Committee and a Member of the Executive and Enterprise Risk Committees; a Lead Director of Mondee Holdings (Nasdaq: MOND) and is Chair of the Nominations and Governance Committee and member of the Audit Committee. Listed company directorships held during the past three financial years - Sterling Bancorp NYSE: STL (from May 2019 - February 2022); Fintech Acquisition Corp. VI (from February 2021 to December 2022). She is Chair of the Technology and Cyber Security Committee, Member of the Board Implementation Committee, Member of the Investment Committee and Member of the People Committee.
Ms Sylvie Majella Dimarco Head of Group Company Secretariat & GovernanceCompany Secretary Apr 2020
-
Richard McCarthy Chief Executive Corporate Trus
-
Mark Smith Chief Executive Wealth Management
-
Chris Green Chief Financial Officer
-
Craig Squires Chief Operating Officer
-
Sam Mosse Chief Risk and Sustainability Officer
-
Sylvie Majella Dimarco Head of Group Company Secretariat & GovernanceCompany Secretary
-

Top Shareholders Data provided by Morningstar.

Data provided by Morningstar.
Name Shares Capital
HSBC Custody Nominees 16,326,471 14.31%
JP Morgan Nominees Australia 11,116,321 9.74%
Citicorp Nominees Pty Limited 10,583,369 9.27%
Washington H Soul Pattinson and Company Limited 5,651,727 4.95%
Washington H Soul Pattinson & Co Ltd 5,562,388 4.87%
Pacific Custodians Pty Limited (PPT Plans Ctrl A/C) 3,197,673 2.80%
National Nominees Limited 2,080,219 1.82%
Mutual Trust Pty Ltd 1,203,650 1.05%
BNP Paribas Nominees Pty Ltd (HUB24 Custodial Serv Ltd) 918,523 0.80%
Queensland Trustees Pty Ltd (LTI Plan #Account 2 A/C) 901,699 0.79%
BNP Paribas Noms Pty Ltd i 762,682 0.67%
Netwealth Investments Limited 563,432 0.49%
Equiniti TST (Jersey) Ltd (PDL Emp Benefit TST) 534,056 0.47%
BNP Paribas Noms Pty Ltd ii 481,731 0.42%
Carlton Hotel Ltd 424,964 0.37%
Enbeear Pty Ltd 369,832 0.32%
Citicorp Nominees Pty Limited (Colonial First State Inv A/c) 319,326 0.28%
Queensland Trustees Pty Ltd 271,634 0.24%
First Samuel Ltd ACN 086243567 (ANF ITS MDA Clients A/C) 243,844 0.21%
HSBC Custody Nominees (Australia) Limited (NT Comnwlth Super Corp A/c) 226,959 0.20%

Profile

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