Perpetual Limited (ASX: PPT) Share Price and News

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Perpetual Limited Chart and Price Data

Fundamentals Data provided by Morningstar.

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as at 24 Feb 3:44pm

Perpetual Limited (ASX: PPT)
Latest News

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Dividend Investing

10 ASX 200 stocks trading ex-dividend tomorrow

It is almost payday for these popular ASX 200 shares.

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Share Gainers

Here are the top 10 ASX 200 shares today

Guess which ASX 200 stock rocketed on an earnings release today.

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Share Gainers

Here are the top 10 ASX 200 shares today

The ASX 200 finished Friday's session just 1% lower than its all-time record high.

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Mergers & Acquisitions

Perpetual share price gains as $2b Pendal acquisition officially completed

The ASX 200 giant now commands $200 billion of funds under management.

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Share Market News

Here are the 10 most shorted ASX shares

Short sellers are targeting these ASX shares...

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most shorted ASX shares
Share Market News

Here are the 10 most shorted ASX shares

Short sellers are targeting these ASX shares...

Read more »

The words short selling in red against a black background
Share Market News

Here are the 10 most shorted ASX shares

Short sellers are targeting these ASX shares...

Read more »

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Share Market News

5 things to watch on the ASX 200 on Monday

The ASX 200 index is expected to start the week strongly...

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most shorted ASX shares
Share Market News

Here are the 10 most shorted ASX shares

Short sellers are currently targeting these ASX shares...

Read more »

The words short selling in red against a black background
Share Market News

Here are the 10 most shorted ASX shares

Short sellers are currently targeting these ASX shares...

Read more »

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Share Market News

Here are the 10 most shorted ASX shares

Short sellers are currently targeting these ASX shares...

Read more »

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Share Market News

Here are the 10 most shorted ASX shares

Short sellers are currently targeting these ASX shares...

Read more »

PPT ASX Announcements

An announcement is considered as "Price Sensitive" if it is thought that it may have an impact on the price of the security.

DateAnnouncementPrice Sensitive?TimeNo. of PagesFile Size
YesNo

Director Transactions Data provided by Morningstar.

Data provided by Morningstar.
Date Director Type Amount Value Notes
07 Apr 2026 Fiona Trafford-Walker Issued 214 $3,446
Dividend Reinvestment Plan (DRP).
07 Apr 2026 Gregory Cooper Issued 718 $11,565
Dividend Reinvestment Plan (DRP).
07 Apr 2026 Paul Ruiz Issued 377 $6,072
Dividend Reinvestment Plan (DRP).
20 Mar 2026 Philip Wagstaff Buy 4,540 $77,043
On-market trade.
17 Mar 2026 Fiona Trafford-Walker Buy 1,844 $30,333
On-market trade.
17 Mar 2026 Paul Ruiz Buy 1,185 $20,047
On-market trade.
19 Nov 2025 Bernard Reilly Issued 74,059 $1,329,359
Director remuneration. 124615 Rights
03 Oct 2025 Fiona Trafford-Walker Issued 161 $3,063
Dividend Reinvestment Plan (DRP).
03 Oct 2025 Gregory Cooper Issued 540 $10,276
Dividend Reinvestment Plan (DRP).
03 Oct 2025 Paul Ruiz Issued 283 $5,385
Dividend Reinvestment Plan (DRP).

Directors & Management Data provided by Morningstar.

Data provided by Morningstar.
Name Title Start Date Profile
Mr Christopher Jones Non-Executive Director Jan 2023
Mr Jones has over 40 years of experience in the financial services industry across both investments and funds management. Most recently, he was Principal of CMVJ Capital LLC, a private investor and adviser in the financial services, asset management and technology industries. Prior to this, he was Head of Blackrock's US Global Fundamental Equity and Co-head of Global Active Equity. Previously, he spent 32 years in a range of roles at Robert Fleming and Co and JP Morgan Asset Management. He is Member of the Investment Committee and Technology and Cyber Security Committee.
Mr Philip Charles Wagstaff Non-Executive Director Nov 2023
Mr Wagstaff has over 35 years of experience in asset management and has served on the executive committee of several global asset managers including Janus Henderson, M&G and Gartmore. He brings expertise in sales, marketing, brand and product development together with experience of mergers, acquisitions and integrations across the asset management sector. He is Chair of You Investments Limited in the UK and Chair of ABRDN Fund Managers Ltd. He was previously Chair of Jupiter Unit Trust Managers Limited and Henderson Investment Funds Limited. He is Chair of Investment Committee.
Mr Bernard Patrick Reilly Chief Executive OfficerManaging Director Sep 2024
Mr Reilly is an asset management executive with more than 30 years of experience in international and domestic asset management, banking and the finance sector. For the past two years, he was Chief Executive of Australian Retirement Trust (ART), overseeing the merger and integration of Sunsuper and QSuper to form ART in February 2022. Prior to Australian Retirement Trust, he was CEO of Sunsuper (from 2019 to 2022) and Head of NAB Asset Management (from 2015 to 2016). He spent over 24 years at State Street Global Advisors in various senior roles, including Executive Vice President, Global Head of Strategy (Boston) and Head of Asia Pacific, Hong Kong and Sydney.
Ms Fiona Trafford-Walker Non-Executive Director Dec 2019
Ms Trafford-Walker has over 30 years in the investment industry, bringing knowledge of investment management and an institutional and international perspective to the Perpetual Board. She began her career in institutional investment consulting in 1992, spending most of her career at Frontier Advisors where she was, at various times, its Managing Director, Director of Consulting and Investment Director. Currently she is a Non-executive Director of Victorian Funds Management Corporation and FleetPartners Group Limited, an Investment Committee Member of the Walter and Eliza Hall Institute and Independent Advisor to the Investment Committee of the Australian Retirement Trust. She is Member of the Investment Committee, Technology and Cyber Security Committee and Risk and Compliance Committee.
Mr Gregory John Andrew Cooper Non-Executive DirectorNon-Executive Chairman Sep 2019
Mr Cooper has more than 30 years of global investment industry experience in the UK, Asia and Australia with an understanding of international funds management. He brings financial services and strategy expertise to the Perpetual Board predominantly gained from his executive career at Schroders Australia where he was the Chief Executive Officer (CEO) from 2006 to 2018, with responsibility for Schroders institutional business first across Asia Pacific and then globally. He also has experience in the superannuation, banking and technology sectors. He currently serves as Independent Chair of Avanteos Investments Limited (Trustee of the Colonial First State Superannuation Funds).
Mr Paul Ruiz Non-Executive Director Sep 2024
Mr Ruiz was an audit partner with KPMG until 2016. During his audit career, he specialised in the audit of financial services businesses and led the delivery of assurance services to several financial services groups in Australia and internationally. In addition to his financial services experience, his leadership skills include external and internal audit, financial reporting, risk management, mergers and acquisitions, divestments and capital raising. He is Chair of the Risk and Compliance Committee, a member of Technology and Cyber Security Committee.
Ms Mona Aboelnaga Kanaan Non-Executive Director Jun 2021
Ms Kanaan is a CEO, director, entrepreneur and asset management executive having held leadership positions over a career spanning more than 30 years. She is currently the Managing Partner of K6 Investments LLC, an independent private equity firm which she founded in 2011. Previously, she served as President and CEO of Proctor Investment Managers, a firm she founded in 2002 to acquire and scale traditional and alternative asset managers. She is currently the Director of Webster Financial Corporation (NYSE: WBS) where she is Chair of the Technology Committee and a member of the Executive and Nominations and Governance Committees. She is Chair of the Technology and Cyber Security Committee, Member of the Investment Committee and Risk and Compliance Committee.
Ms Sylvie Majella Dimarco Head of Group Company Secretariat & GovernanceCompany Secretary Apr 2020
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Richard McCarthy Chief Executive Corporate Trust
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Mark Smith Chief Executive Wealth Management
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Chris Green Chief Financial Officer
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Sylvie Majella Dimarco Head of Group Company Secretariat & GovernanceCompany Secretary
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Top Shareholders Data provided by Morningstar.

Data provided by Morningstar.
Name Shares Capital
HSBC Custody Nominees 21,443,855 18.70%
Citicorp Nominees Pty Limited 14,867,346 12.96%
JP Morgan Nominees Australia Limited 11,821,865 10.31%
Washington H Soul Pattinson & Co Ltd 7,531,164 6.57%
Woodross Nominees Pty Ltd 3,542,471 3.09%
Pacific Custodians Pty Limited (PPT Plans Ctrl A/C) 2,319,623 2.02%
BNP Paribas Noms Pty Ltd 1,059,232 0.92%
BNP Paribas Nominees Pty Ltd (Agency Lending A/C) 982,400 0.86%
Queensland Trustees Pty Ltd (LTI Plan #Account 2 A/C) 827,622 0.72%
National Nominees Limited 750,763 0.65%
Carlton Hotel Ltd 424,964 0.37%
Netwealth Investments Limited 375,533 0.33%
Enbeear Pty Ltd 369,832 0.32%
BNP Paribas Nominees Pty Ltd (Hub24 Custodial Serv Ltd) 338,383 0.30%
Vesta Investments Pty Ltd (Murray Investment A/C) 312,984 0.27%
Queensland Trustees Pty Ltd 275,409 0.24%
Mutual Trust Pty Ltd 208,376 0.18%
Bond Street Custodians Limited 167,433 0.15%
J S Millner Holdings Pty Limited 166,300 0.14%
BNP Paribas Nominees Pty Ltd (IB AU Noms Retail Client) 152,604 0.13%

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