PERPETUAL LIMITED (PPT)
Share Price Analysis and Chart

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PPT

PPT - PERPETUAL LIMITED

FNArena Sector : Wealth Management & Investments
Year End: June
GICS Industry Group : Diversified Financials
Debt/EBITDA: 3.18
Index: ASX200 | ASX300 | ALL-ORDS

Review on completion. Possible wording: Perpetual is an Australian financial services group focused on asset management and corporate trust services, after announcing the sale of its wealth management business in 2026.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$20.23

27 Aug
2026

0.650

OPEN

$19.60

3.32%

HIGH

$20.26

450,744

LOW

$18.91

TARGET
$21.283

-0.38 change from previous day

 5.2% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
AEF . AMP . ASX . BVS . CGF . DJW . GDG . GQG . HMC . HUB . IFT . IRE . KAM . KSL . MAF . MFG . MQG . NGI . NWL . PAC . PNI . PPS . QAL . RPL . RZI . WHF .
FNARENA'S MARKET CONSENSUS FORECASTS
PPT: 1
Title FY25
Actual		 FY26
Actual		 FY27
Forecast		 FY28
Forecast
EPS (cps) xxx 78.5 160.7 xxx
DPS (cps) xxx 122.0 112.3 xxx
EPS Growth xxx N/A 100.0% xxx
DPS Growth xxx 6.1% - 8.0% xxx
PE Ratio xxx N/A 12.1 xxx
Dividend Yield xxx N/A 5.8% xxx
Div Pay Ratio(%) xxx 155.5% 69.9% xxx

Dividend yield today if purchased 3 years ago: 5.79%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 6.28

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 12/03 - ex-div 59c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202120222023202420252026
EPS Basic xxxxxxxxxxxxxxx78.5
DPS All xxxxxxxxxxxxxxx122.0
Sales/Revenue xxxxxxxxxxxxxxx1,152.6 M
Book Value Per Share xxxxxxxxxxxxxxx1,352.2
Net Operating Cash Flow xxxxxxxxxxxxxxx272.3 M
Net Profit Margin xxxxxxxxxxxxxxx5.13 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202120222023202420252026
Return on Capital Employed xxxxxxxxxxxxxxx3.71 %
Return on Invested Capital xxxxxxxxxxxxxxx2.47 %
Return on Assets xxxxxxxxxxxxxxx1.77 %
Return on Equity xxxxxxxxxxxxxxx3.71 %
Return on Total Capital xxxxxxxxxxxxxxx4.80 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx130.0 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

Title 202120222023202420252026
Short-Term Debt xxxxxxxxxxxxxxx16 M
Long Term Debt xxxxxxxxxxxxxxx725 M
Total Debt xxxxxxxxxxxxxxx741 M
Goodwill - Gross xxxxxxxxxxxxxxx1,547 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx567 M
Price To Book Value xxxxxxxxxxxxxxx1.15

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202120222023202420252026
Capex xxxxxxxxxxxxxxx15.8 M
Capex % of Sales xxxxxxxxxxxxxxx1.37 %
Cost of Goods Sold xxxxxxxxxxxxxxx177 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx860 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx353 M

Capex

Capex % of Sales

Cost of Goods Sold

Selling, General & Admin. Exp & Other

Research & Development

Investments - Total

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.3

No. Of Recommendations

4
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Citi

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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UBS

17/03/2026

-1

No Rating

-

Perpetual has agreed to sell its Wealth division to Bain Capital for $500-600m, UBS notes, including $500m upfront and potential completion and earn-out payments.

The broker states the consideration implies a 14-17x price-earnings multiple based on FY27 consensus forecasts and completion targeted by end-2026, subject to approvals.

Perpetual will retain ownership of the Perpetual brand, alongside a 15-year licensing arrangement with the buyer.

Net upfront proceeds around $450m after tax are estimated, with funds largely directed to reducing roughly $740m in gross debt, highlights the broker.

UBS is currently on research restriction for Perpetual. No target price or rating is offerred.

Morgan Stanley

xx/xx/xxxx

3

xxxxx-xxxxxx

$xx.xx

xx.xx%

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EXTRA COVERAGE
Display All Commentary

No. Of Recommendations

0

Please note: unlike Broker Call Report, BC Extra is not updated daily. The info you see might not be the latest. FNArena does its best to update ASAP.

BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY
Access Extra Coverage Research History >

PPT STOCK CHART

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