About Perpetual (ASX: PPT)
Perpetual Limited is a publicly owned investment manager offering a broad range of financial products and services across Australia. The firm operates across funds management, portfolio management, financial planning, trustee and responsible entity services, compliance, executor services, investment administration and custody, and mortgage processing. Its investment capabilities span Australian and global equities, mortgages, cash and fixed interest, and Australian listed property.
For high net worth individuals, Perpetual provides specialist direct-to-client financial services covering fiduciary services such as trust advice, custodial solutions, estate planning and administration, and executorial services, alongside independent financial advice, specialist superannuation offerings, and philanthropic services. The firm also delivers corporate trustee and transaction support services to major banks and non-bank financial institutions, including trustee services for mortgage-backed and other securitisation programs, mortgage preparation, variations and discharges, post-settlement servicing, regulatory compliance services for fund managers, and custody, unit registry and accounting services for property and mortgage funds. Perpetual is headquartered in Sydney, Australia.
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Latest Announcements
- Perpetual (ASX: PPT) – 2026 Operating and Financial ReviewAugust 27, 2026I can see that the PDF text provided cuts off after the table of contents and disclaimer section. The actual financial results, performance metrics, asset management data, and business commentary from the Operating and Financial Review aren’t included in the extract. To write an accurate 400-500 word analyst commentary, I need the substantive sections that […]
- Perpetual (ASX: PPT) – Perpetual Files Results Presentation 35August 27, 2026The extracted announcement text appears incomplete—it ends mid-word at “The applicable PDS should be considered before deciding whether to acquire o” and contains only the cover page, document list, and disclaimers. It doesn’t include the actual FY26 financial results, performance metrics, or business commentary needed to write analyst commentary with specific numbers and details. To […]
- Perpetual (ASX: PPT) – ASX AnnouncementAugust 27, 2026Perpetual Limited reported a 6% increase in underlying profit after tax to $217.0 million for the financial year ended 30 June 2026, demonstrating resilience across its diversified business model despite mixed market conditions and ongoing portfolio restructuring. This earnings growth stands out as the headline achievement, particularly given the backdrop of geopolitical uncertainty and the […]
- Perpetual (ASX: PPT) – Perpetual Files Appendix 4E FilingAugust 27, 2026Perpetual Limited has reported a 253% surge in net profit after tax to $88.9 million for the financial year ended 30 June 2026, marking a substantial jump in profitability that significantly outpaced revenue growth. The company’s revenue from ordinary activities reached $1,143.7 million, excluding $12.6 million from structured investments, demonstrating the scale of its funds […]
- Perpetual (ASX: PPT) – Perpetual Declares Dividend Distribution Number FiveAugust 27, 2026Perpetual Limited has announced an ordinary dividend of AUD 0.63 per share for the six-month period ending 30 June 2026. The distribution will be paid on 2 October 2026 to shareholders on the register as at 11 September 2026, with the ex-date set for 10 September 2026. This represents the latest capital return to shareholders […]
- Perpetual (ASX: PPT) – Perpetual Reports Non-cash Impairment ChargeAugust 21, 2026Perpetual Limited has announced a non-cash impairment charge of A$63.5 million against goodwill for Thompson, Siegel & Walmsley LLC (TSW), its International Equity strategy business. The charge reflects an expected redemption from a major client totaling approximately US$4.6 billion, which the company anticipates processing during the second quarter of FY27. The announcement surfaced weeks after […]
- Perpetual (ASX: PPT) – Further Revised Proposal 2 UpdateJuly 29, 2026Perpetual Limited’s board has rejected EQT AB’s revised takeover proposal at A$22.50 per share as not in the best interests of shareholders, though the door remains open for further engagement. The announcement, made on 29 July 2026, follows a revised indicative proposal from EQT and represents a clear signal that the current price does not […]
- Perpetual (ASX: PPT) – Perpetual FY26 Q4 Business UpdateJuly 29, 2026Perpetual Limited reported solid quarter-to-quarter growth across its business divisions in the fourth quarter of FY26, with total Assets Under Management increasing to A$224.4 billion despite persistent net outflows in its Asset Management segment. The company simultaneously announced a strategic acquisition of a majority stake in Interfi Systems, signaling confidence in future expansion despite near-term […]
- Perpetual (ASX: PPT) – Perpetual Receives Revised Takeover ProposalJuly 27, 2026Perpetual Limited has received yet another revised takeover proposal from EQT AB, this time at A$22.50 per share, marking the third increase in the Swedish private equity firm’s pursuit of the financial services company. The latest bid represents a 2% increase from EQT’s previous proposal of A$22.07, announced just 10-12 days earlier, and a 4% […]
- Perpetual (ASX: PPT) – Perpetual Rejects Non-Binding Indicative ProposalJuly 1, 2026Perpetual Limited has rejected an unsolicited takeover proposal from Windflower Pte Limited, an entity controlled by private equity giant EQT AB, that valued the company at A$21.64 per share in cash. The board determined the non-binding, highly conditional proposal did not adequately represent fair value for shareholders in a change of control transaction and declined […]
- Perpetual (ASX: PPT) – Perpetual Announces Share Trading HaltJuly 1, 2026Perpetual Limited has requested an immediate trading halt on its ASX-listed securities, citing receipt of an approach regarding a potential change of control transaction. The request, lodged on 1 July 2026 by company secretary Sylvie Dimarco, signals that the Sydney-based financial services company is engaged in discussions that could materially alter its ownership structure. The […]
- Perpetual (ASX: PPT) – Perpetual Announces Temporary Trading PauseJuly 1, 2026Trading in Perpetual Limited shares has been temporarily paused pending a further announcement, according to an ASX release dated 1 July 2026. The pause affects all securities in the company, with no timeline currently specified for resumption of trading. A trading halt of this nature typically precedes a material announcement or significant corporate development. The […]
- Perpetual (ASX: PPT) – Perpetual strengthens debt position through PCT acquisitionJune 5, 2026Perpetual Limited announced on 5 June 2026 that it has agreed to acquire a 70% stake in Interfi Systems, a privately owned loan servicing technology provider based in Victoria. The acquisition represents a targeted expansion of Perpetual’s Corporate Trust division and reflects management’s commitment to building capabilities in digital solutions for the non-bank lending market. […]
- Perpetual (ASX: PPT) – Perpetual Macquarie Australia Conference PresentationMay 6, 2026Perpetual Limited has notified the ASX of a presentation being delivered to investors and analysts at the Macquarie Australia Conference on 6 May 2026, with CEO and Managing Director Bernard Reilly as the presenter. While the announcement itself contains no new financial information or strategic updates, the company’s participation in this major institutional investor forum […]
- Perpetual (ASX: PPT) – Third Quarter FY26 Financial Results ReleasedApril 22, 2026Perpetual Limited reported total Assets Under Management of A$219.2 billion as at 31 March 2026, down 3.6% from A$227.5 billion at the end of 2025. While the decline reflects broader market headwinds, the composition of this movement reveals a business navigating significant challenges in its Asset Management division while maintaining momentum in its service-oriented Corporate […]
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