PERPETUAL LIMITED (PPT)
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PPT

PPT - PERPETUAL LIMITED

FNArena Sector : Wealth Management & Investments
Year End: June
GICS Industry Group : Diversified Financials
Debt/EBITDA: 2.8
Index: ASX200 | ASX300 | ALL-ORDS

Perpetual is an Australian investment and trustee company providing investment products, superannuation financial advice and corporate services. The Perpetual Trustee Co was founded in 1886 and became a listed entity in 1964. Its core approach is based on 'value' investing.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$15.50

30 Jun
2026

0.290

OPEN

$15.17

1.91%

HIGH

$15.53

510,001

LOW

$15.15

TARGET
$20.425 31.8% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
AEF . AMP . ASX . BVS . CGF . CVW . DJW . ENN . 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 FY24
Actual		 FY25
Actual		 FY26
Forecast		 FY27
Forecast
EPS (cps) xxx - 52.1 174.3 xxx
DPS (cps) xxx 115.0 113.5 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx - 2.5% - 1.3% xxx
PE Ratio xxx N/A 10.4 xxx
Dividend Yield xxx N/A 6.3% xxx
Div Pay Ratio(%) xxx N/A 65.1% xxx

Dividend yield today if purchased 3 years ago: 4.44%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 6.35

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: 11/09 - (franking ex-div 54.00c)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic 176.3135.0179.673.2-420.8-52.1
DPS All 155.0180.0209.0155.0118.0115.0
Sales/Revenue 490.4 M636.6 M773.5 M1,011.8 M1,333.9 M1,406.5 M
Book Value Per Share 1,400.71,630.61,651.42,171.31,583.01,469.5
Net Operating Cash Flow 149.8 M128.7 M170.8 M134.8 M296.4 M217.1 M
Net Profit Margin 16.72 %11.76 %13.08 %5.83 %-35.40 %-4.14 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 202020212022202320242025
Return on Capital Employed 12.46 %9.56 %11.01 %3.58 %-22.96 %-3.44 %
Return on Invested Capital 11.14 %8.00 %8.47 %2.67 %-18.68 %-2.65 %
Return on Assets 7.06 %5.36 %6.00 %2.07 %-12.86 %-1.71 %
Return on Equity 12.46 %9.56 %11.01 %3.58 %-22.96 %-3.44 %
Return on Total Capital 16.50 %14.62 %13.19 %7.59 %5.65 %7.67 %
Free Cash Flow ex dividends 31.0 M34.4 M43.4 M-22.2 M122.8 M69.7 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 202020212022202320242025
Short-Term Debt 14 M13 M16 M20 M698 M16 M
Long Term Debt 69 M236 M314 M806 M136 M871 M
Total Debt 83 M249 M331 M825 M834 M887 M
Goodwill - Gross 361 M562 M617 M1,580 M1,521 M1,527 M
Cash & Equivalents - Generic 401 M311 M362 M427 M381 M583 M
Price To Book Value 2.122.461.751.191.351.23

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex 13.6 M22.0 M15.0 M25.4 M31.8 M20.7 M
Capex % of Sales 2.78 %3.45 %1.94 %2.51 %2.38 %1.47 %
Cost of Goods Sold 34 M56 M62 M133 M196 M202 M
Selling, General & Admin. Exp & Other 333 M441 M552 M710 M975 M1,009 M
Research & Development ------
Investments - Total 81 M150 M152 M291 M382 M326 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

0.5

No. Of Recommendations

5
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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Bell Potter

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Access Stockbroker Research History >
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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