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: 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

$18.99

29 Jan
2026

0.190

OPEN

$18.92

1.01%

HIGH

$19.29

423,882

LOW

$18.75

TARGET
$21.55

-1.25 change from previous day

 13.5% upside
OTHER COMPANIES IN THE SAME SECTOR
AEF . AMP . ASX . BVS . CGF . CVW . DJW . ENN . GDG . GQG . HMC . HUB . IFL . 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 - 52.1 176.0 xxx
DPS (cps) xxx 115.0 114.2 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx - 2.5% - 0.7% xxx
PE Ratio xxx N/A 10.3 xxx
Dividend Yield xxx N/A 6.3% xxx
Div Pay Ratio(%) xxx N/A 64.9% xxx

Dividend yield today if purchased 3 years ago: 4.51%

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-di

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2026 FactSet UK Limited. All rights reserved
Title 202020212022202320242025
EPS Basic xxxxxxxxxxxxxxx-52.1
DPS All xxxxxxxxxxxxxxx115.0
Sales/Revenue xxxxxxxxxxxxxxx1,406.5 M
Book Value Per Share xxxxxxxxxxxxxxx1,469.5
Net Operating Cash Flow xxxxxxxxxxxxxxx217.1 M
Net Profit Margin xxxxxxxxxxxxxxx-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 xxxxxxxxxxxxxxx-3.44 %
Return on Invested Capital xxxxxxxxxxxxxxx-2.65 %
Return on Assets xxxxxxxxxxxxxxx-1.71 %
Return on Equity xxxxxxxxxxxxxxx-3.44 %
Return on Total Capital xxxxxxxxxxxxxxx7.67 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx69.7 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 xxxxxxxxxxxxxxx16 M
Long Term Debt xxxxxxxxxxxxxxx871 M
Total Debt xxxxxxxxxxxxxxx887 M
Goodwill - Gross xxxxxxxxxxxxxxx1,527 M
Cash & Equivalents - Generic xxxxxxxxxxxxxxx583 M
Price To Book Value xxxxxxxxxxxxxxx1.23

Short-Term Debt

Long Term Debt

Total Debt

Goodwill - Gross

Cash & Equivalents - Generic

Price To Book Value

Title 202020212022202320242025
Capex xxxxxxxxxxxxxxx20.7 M
Capex % of Sales xxxxxxxxxxxxxxx1.47 %
Cost of Goods Sold xxxxxxxxxxxxxxx202 M
Selling, General & Admin. Exp & Other xxxxxxxxxxxxxxx1,009 M
Research & Development xxxxxxxxxxxxxxx-
Investments - Total xxxxxxxxxxxxxxx326 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

0.4

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

30/01/2026

3

Neutral

$20.60

8.48%

UBS points to a soft but largely expected 1H26 trading update from Perpetual, with flows and earnings reflecting ongoing pressure in the Australian platform business.

The broker notes stabilisation in advice net flows, although institutional and offshore mandates remain challenged, limiting near-term operating leverage.

Cost discipline continues to be key in the broker's view, with management reiterating its focus on margin protection while investing selectively in growth initiatives.

UBS left earnings forecasts broadly unchanged, preferring to wait for clearer evidence of sustained flow recovery before turning more constructive.

Target slips to $20.60 from $22.40. No change to Neutral rating.

FORECAST
UBS forecasts a full year FY26 dividend of 115.00 cents and EPS of 190.00 cents.
UBS forecasts a full year FY27 dividend of 99.00 cents and EPS of 164.00 cents.

Bell Potter

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Login above or Get a Free Trial

Morgan Stanley

xx/xx/xxxx

3

xxxxx-xxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial
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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