Perpetual (ASX: PPT) is an Australian-listed company in the Financial Services sector with a market capitalisation of $1.86B and the 233rd-largest security on the ASX by market capitalisation. The PPT share price is $16.10, down 0.86% today and down 12.66% over the past 12 months. Shares have traded between $15.10 and $22.32 over the past 52 weeks. PPT trades on a price-to-earnings ratio of 9.75, above the Financial Services sector median of 6.79, and pays a trailing dividend yield of 2.87%. In its most recent reported period (ending 31 Dec 2025), Perpetual reported revenue of $704.5M and a net profit of $53.9M (7.7% margin).
About Perpetual Limited
Established in 1886, Perpetual Limited (PPT.AX) operates as a publicly traded investment management firm, delivering a comprehensive suite of financial solutions across Australia. Its core offerings encompass fund and portfolio management, financial planning, and a variety of specialized services including trustee, responsible entity, compliance, executor, investment administration, custody, and mortgage processing. The firm boasts expertise in diverse asset classes, managing investments in Australian and international equities, mortgages, cash, fixed interest instruments, and Australian listed property. Perpetual also extends its expertise to high net worth individuals through dedicated direct-to-client financial services. These encompass comprehensive fiduciary support, covering trust and custodial advice, estate planning, administration, and executorial duties. Clients can also access independent financial advice, including specialized and self-managed superannuation solutions, as well as philanthropic services. Beyond individual clients, Perpetual provides extensive corporate trustee and transaction support services. This includes acting as a trustee for securitization programs, such as mortgage-backed schemes, for both major banks and non-bank financial institutions. The firm also handles various mortgage services, from preparation and variations to discharges and post-settlement servicing. Further corporate offerings comprise regulatory compliance for fund managers, comprehensive custody, unit registry, and accounting services for property and mortgage funds, and trusteeships for corporate debt issues and infrastructure projects. Headquartered in Sydney, Australia, Perpetual maintains a national presence with additional branches in Adelaide, Brisbane, Canberra, Melbourne, and Perth.
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CEO
Bernard Patrick Reilly
