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

$19.37

08 Jan
2026

0.020

OPEN

$19.40

0.10%

HIGH

$19.46

134,141

LOW

$19.21

TARGET
$22.80

-0.04 change from previous day

 17.7% 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 - 52.1 175.0 xxx
DPS (cps) xxx 115.0 114.4 xxx
EPS Growth xxx N/A N/A xxx
DPS Growth xxx - 2.5% - 0.5% xxx
PE Ratio xxx N/A 10.9 xxx
Dividend Yield xxx N/A 6.0% xxx
Div Pay Ratio(%) xxx N/A 65.4% xxx

Dividend yield today if purchased 3 years ago: 4.55%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 6.05

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

Citi

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

3

xxxxx-xxxxxx

$xx.xx

xx.xx%

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Bell Potter

21/10/2025

1

Buy

$25.00

29.07%

Perpetual reported positive FUM and FUA for the September quarter across three of its business units, according to Bell Potter.

Notably, Asset Management exhibited lower outflows than the prior three quarters, with Barrow Hanley and Perpetual Asset Management generating inflows.

Net outflows came in at -$2.2bn, or -1% of opening FUM for the quarter, and below the analyst's estimate of -2% per quarter, with JO Hambro impacted by higher outflows at -6.4% of opening quarter FUM.

The analyst lowers the blended management fees forecast to 39bps from 41bps. Corporate Trust FUA rose further to $1.23trn, up 1.2%.

Bell Potter lowers their FY26 EPS forecast by -0.5% and lifts FY27 by 3.9%. No change to Buy rating. Target price lifted to $25 from $24.

FORECAST
Bell Potter forecasts a full year FY26 dividend of 123.00 cents and EPS of 174.60 cents.
Bell Potter forecasts a full year FY27 dividend of 144.00 cents and EPS of 191.40 cents.

UBS

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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EXTRA COVERAGE
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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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