1. Australia Stocks

  2. •

    Financial Services

  3. •

    Asset Management
Perpetual Limited

Perpetual Limited

PPTTF
Perpetual LimitedUS flagOther OTC
10.44
USD
- -
- -
1.21BMarket Cap
2013 Y
2014 Y
2015 Y
2016 Y
2017 Y
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
Revenue per Share
10.1
10.64
11.06
10.81
11.01
11.46
11.02
10.4
11.24
13.39
12.36
11.62
- -
Basic EPS, GAAP
1.58
1.96
2.74
2.91
3
3.05
2.51
1.76
1.35
1.8
0.73
-4.21
- -
Free Cash Flow per Basic Share
-0.37
-0.16
-0.35
-0.38
-0.27
-0.35
-0.43
-0.29
-0.4
-0.27
-0.32
-0.28
- -
Dividend per Share
0.98
1.7
2.19
2.57
2.65
2.74
2.67
2.26
1.31
1.99
1.63
1.26
- -
Book Value per Share
7.19
12.32
12.52
12.96
13.42
13.86
13.9
13.65
16.41
15.82
27.15
13.89
- -
Tangible Book Value per Share
5.05
5.63
5.61
5.86
6.62
7.25
6.85
4.51
0.75
-0.46
-4.29
-2.86
- -
Basic Weighted Avg Shares
39
42
45
45
46
46
46
47
55
56
81
112
- -
Sales/Revenue/Turnover
389
443
495
491
504
527
509
484
623
755
996
1,304
1,348
Operating Margin (%)
20.18
23.32
32.71
34.48
34.75
34.52
30.36
26.66
14.12
20.09
9.58
8.06
7.73
Depreciation Expense
9
12
15
17
19
18
20
32
46
53
83
118
121
Net Income, GAAP
61
82
122
132
137
140
116
82
75
101
59
-472
-58
Effective Tax Rate (%)
29.31
29.66
28.91
27.99
27.49
26.71
28.51
29.68
29.81
26.29
33.78
- -
- -
Profit Margin (%)
15.66
18.44
24.73
26.91
27.26
26.62
22.78
16.94
12.01
13.41
5.93
-36.22
-4.32
Working Capital
-237
267
276
266
314
328
318
115
96
129
240
-588
261
LT Debt
132
87
87
87
87
87
87
69
236
314
806
136
871
Total Equity
324
556
584
606
634
661
662
654
912
926
2,372
1,741
1,647
Return on Invested Capital (%)
5.27
7.67
13.86
17.25
17.41
17.79
14.7
12.1
5.93
8.05
2.63
- -
- -
Return on Capital (%)
6.18
9.21
15.81
20.27
20.25
19.95
16.23
11.73
8.04
7.9
3.87
- -
- -
Return on Common Equity (%)
23.4
20.67
22.84
22.99
22.83
22.42
18.13
12.84
9.69
11.24
3.83
-25.21
-3.9

Capital Structure

FRC

•

in mil. unless spec.
No data availableFinancial data will appear here once available

Working Capital

FRC

•

in mil. unless spec.
No data availableFinancial data will appear here once available

Growth Rates

FRC

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
17.68%
33.02%
-5.43%
Free Cash Flow
9.2%
17.84%
-34.91%
Net Income, GAAP
-103.59%
-200.65%
-87.67%
Sales/Revenue/Turnover
11.42%
23.23%
3.41%
Total Cash Common Dividend
4.85%
7.64%
-10.65%

Quarterly Revenue

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2023
- -
- -
- -
- -
996
2024
- -
- -
- -
- -
1,304
2025
- -
- -
- -
- -
1,348

Quarterly Earnings Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2023
- -
- -
- -
- -
0.73
2024
- -
- -
- -
- -
-4.21
2025
- -
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2023
- -
- -
- -
- -
1.63
2024
- -
- -
- -
- -
1.26
2025
- -
- -
- -
- -
- -

Company Description

APIChatGPT
CEO
Bernard Patrick Reilly
Full Time Employees
1,789
Sector
Financial Services
Industry
Asset Management
Address
Angel Place Sydney NSW Australia 2000
IPO Date
May 20, 2015
Website
perpetual.com.au
Similar Companies
First Trust Dow Jones Internet ETF (FHC.TO)
AdvisorShares Dorsey Wright (AADR)
Western Alliance Bancorporation SUB DEBENTURS 56 (WALA)
Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX)
13D Activist Fund Class I (DDDIX)
Eagle Point Credit Company Inc. 6.75% NT DE 2027 (ECCY)
Business
Perpetual Limited (Ticker: PPTTF) is an independent financial services company offering wealth management solutions, investment management services, and corporate trust administration. The company provides a range of products and services including managed funds and model portfolios through its Perpetual Asset Management division; platform administration, financial advice, and superannuation services via Pendal Group, its platform and advice business; and corporate trust, responsible entity, and managed investment scheme services through Perpetual Corporate Trust. Perpetual operates primarily in Australia with a focus on institutional and wholesale clients, as well as retail investors, and maintains a presence in select Asia-Pacific markets. Founded in 1886, the company is headquartered in Sydney, Australia. In recent developments, Perpetual completed the acquisition of Pendal Group in early 2024, significantly expanding its asset management capabilities and client base; it also launched new sustainable investment strategies in mid-2025 to address growing demand for ESG-focused products.

Company News

APIChatGPT

  • wsj.com

    Bain Capital to Acquire Australian Wealth Management Business

  • reuters.com

    Perpetual to sell wealth management arm to Bain Capital for $350 million upfront