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
Share Gainers
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Mergers & Acquisitions
Perpetual share price leaps on boosted takeover bid
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Share Gainers
Why A2 Milk, New Hope, Perpetual, and Talga shares are charging higher
Financial Shares
Perpetual share price surges 9% on new takeover bid
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Share Market News
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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.
| Date | Announcement | Price Sensitive? | Time | No. of Pages | File Size |
|---|---|---|---|---|---|
| YesNo |
Director Transactions Data provided by Morningstar.
| Date | Director | Type | Amount | Value | Notes |
|---|---|---|---|---|---|
| 07 Apr 2026 | Fiona Trafford-Walker | Issued | 214 | $3,446 |
Dividend Reinvestment Plan (DRP).
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| 07 Apr 2026 | Gregory Cooper | Issued | 718 | $11,565 |
Dividend Reinvestment Plan (DRP).
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| 07 Apr 2026 | Paul Ruiz | Issued | 377 | $6,072 |
Dividend Reinvestment Plan (DRP).
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| 20 Mar 2026 | Philip Wagstaff | Buy | 4,540 | $77,043 |
On-market trade.
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| 17 Mar 2026 | Fiona Trafford-Walker | Buy | 1,844 | $30,333 |
On-market trade.
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| 17 Mar 2026 | Paul Ruiz | Buy | 1,185 | $20,047 |
On-market trade.
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| 19 Nov 2025 | Bernard Reilly | Issued | 74,059 | $1,329,359 |
Director remuneration. 124615 Rights
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| 03 Oct 2025 | Fiona Trafford-Walker | Issued | 161 | $3,063 |
Dividend Reinvestment Plan (DRP).
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| 03 Oct 2025 | Gregory Cooper | Issued | 540 | $10,276 |
Dividend Reinvestment Plan (DRP).
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| 03 Oct 2025 | Paul Ruiz | Issued | 283 | $5,385 |
Dividend Reinvestment Plan (DRP).
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Directors & Management 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.
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| 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.
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| 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.
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| 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.
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| 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).
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| 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.
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| 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.
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| 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.
| 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% |