Perpetual Ltd (ASX: PPT) Share Price and News

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Perpetual Ltd Chart and Price Data

Fundamentals Data provided by Morningstar.

Data provided by Morningstar.
Market Cap $1.83 billion
P/E Ratio 37.60
Dividend Yield 6.40%
Shares Outstanding 115.53 million
Earnings per share -0.162
Dividend per share 1.13
Year To Date Return -9.81%
Earnings Yield 2.66%
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as at 24 Feb 3:44pm

Perpetual Ltd (ASX: PPT)
Latest News

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Earnings Results

Perpetual share price slides following $7.5 billion of quarterly outflows

The ASX investment fund posted its quarterly earnings today.

Read more »

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Financial Shares

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In the past 12 months, Pendal shares have fallen by 44%.

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Share Market News

Here are the top 10 ASX shares today

These 10 stocks posted the biggest gains on Tuesday.

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Dividend Investing

Buy these good value ASX dividend shares: brokers

These two stocks could deliver a mixture of big dividends and capital growth, according to experts.

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52-Week Lows

Here's why the Perpetual share price just slumped to a new 52-week low

Here's what might be weighing on the financial services provider's stock today.

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Share Fallers

Why Adbri, Eroad, Lynas, and Perpetual shares are tumbling

These ASX shares are falling on Wednesday...

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Share Market News

ASX 200 midday update: Pendal rejects takeover offer, Mineral Resources rises on broker upgrade

The ASX 200 is having a tough day...

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Mergers & Acquisitions

Pendal share price falls amid Perpetual takeover rejection: What now?

Pendal has rejected Perpetual's takeover offer...

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Mergers & Acquisitions

Pendal (ASX:PDL) share price in the spotlight as analysts tip higher takeover bid

Let's take a closer look.

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Share Fallers

Why Air NZ, Bank of Queensland, Domain, and Perpetual shares are dropping

These ASX shares are falling on Monday...

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Mergers & Acquisitions

Perpetual (ASX:PPT) share price halted amid Pendal takeover bid

The company's shares have been placed on ice pending an important release.

Read more »

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Share Market News

ASX 200 (ASX:XJO): Perpetual makes Pendal offer, Iluka hits record high

The ASX 200 has started the week strongly...

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Dividend Payment History Data provided by Morningstar.

Data provided by Morningstar.
Ex-Date Amount Franking Type Payable
12 Mar 2026 $0.5900 0.00% Interim 07 Apr 2026
11 Sep 2025 $0.5400 0.00% Final 03 Oct 2025
13 Mar 2025 $0.6100 0.00% Interim 04 Apr 2025
12 Sep 2024 $0.5300 50.00% Final 04 Oct 2024
13 Mar 2024 $0.6500 35.00% Interim 08 Apr 2024
07 Sep 2023 $0.6500 40.00% Final 29 Sep 2023
09 Mar 2023 $0.5500 40.00% Interim 31 Mar 2023
09 Jan 2023 $0.3500 100.00% Special Cash 08 Feb 2023
08 Sep 2022 $0.9700 100.00% Final 30 Sep 2022
10 Mar 2022 $1.1200 100.00% Interim 01 Apr 2022
02 Sep 2021 $0.9600 100.00% Final 24 Sep 2021
04 Mar 2021 $0.8400 100.00% Interim 26 Mar 2021
03 Sep 2020 $0.5000 100.00% Final 25 Sep 2020
04 Mar 2020 $1.0500 100.00% Interim 27 Mar 2020
04 Sep 2019 $1.2500 100.00% Final 30 Sep 2019
06 Mar 2019 $1.2500 100.00% Interim 29 Mar 2019
12 Sep 2018 $1.4000 100.00% Final 08 Oct 2018
28 Feb 2018 $1.3500 100.00% Interim 26 Mar 2018
06 Sep 2017 $1.0000 100.00% Final 29 Sep 2017
01 Mar 2017 $1.3000 100.00% Interim 24 Mar 2017
05 Sep 2016 $1.3000 100.00% Final 28 Sep 2016
01 Mar 2016 $1.2500 100.00% Interim 24 Mar 2016
09 Sep 2014 $0.9500 100.00% Final 03 Oct 2014
07 Mar 2014 $0.8000 100.00% Interim 04 Apr 2014
06 Sep 2013 $0.8000 100.00% Final 04 Oct 2013
06 Mar 2013 $0.5000 100.00% Interim 05 Apr 2013
07 Sep 2012 $0.4000 100.00% Final 05 Oct 2012
02 Mar 2012 $0.5000 100.00% Interim 29 Mar 2012
31 Aug 2011 $0.9000 100.00% Final 27 Sep 2011
03 Mar 2011 $0.9500 100.00% Interim 30 Mar 2011
01 Sep 2010 $1.0500 100.00% Final 28 Sep 2010
04 Mar 2010 $1.0500 100.00% Interim 01 Apr 2010
27 Aug 2009 $0.6000 100.00% Final 30 Sep 2009
27 Feb 2006 $1.6200 100.00% Interim 17 Mar 2006
23 Aug 2005 $1.0000 100.00% Special 12 Sep 2005
23 Aug 2005 $1.3000 100.00% Final 12 Sep 2005
03 Jun 2004 $0.5000 100.00% Special Cash 23 Jun 2004
01 Mar 2004 $0.7000 100.00% Interim 19 Mar 2004

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

About Perpetual Ltd

Perpetual is one of Australia's oldest financial-services firms, founded in 1886. It has three operating segments, with the investments business being the main earnings generator. It is an active manager of listed assets. Perpetual also provides financial planning services to high-net-worth clients via its private wealth segment, though this business is currently being sold. In its trust segment, it provides outsourced responsible entity services to funds, as well as custodial and trustee services in the debt capital markets, particularly in securitization issuances.

PPT Share Price History Data provided by Morningstar.

Data provided by Morningstar.
Date Close Change % Change Volume Open High Low
19 Mar 2026 $15.88 $-0.36 -2.22% 545,483 $16.10 $16.10 $15.63
18 Mar 2026 $16.24 $0.13 0.81% 284,935 $16.00 $16.24 $15.93
17 Mar 2026 $16.11 $-0.42 -2.54% 293,357 $16.97 $16.97 $16.07
16 Mar 2026 $16.53 $0.29 1.79% 216,114 $16.50 $16.70 $16.30
13 Mar 2026 $16.24 $0.02 0.12% 157,290 $16.11 $16.41 $16.11
12 Mar 2026 $16.22 $-0.87 -5.09% 389,131 $16.28 $16.58 $16.10
11 Mar 2026 $17.09 $-0.10 -0.58% 326,559 $17.22 $17.30 $17.09
10 Mar 2026 $17.19 $0.16 0.94% 221,181 $17.52 $17.52 $17.05
09 Mar 2026 $17.03 $-0.67 -3.79% 412,816 $17.30 $17.49 $16.70
06 Mar 2026 $17.70 $-0.12 -0.67% 172,247 $17.65 $17.84 $17.56
05 Mar 2026 $17.82 $0.14 0.79% 343,655 $17.84 $18.00 $17.63
04 Mar 2026 $17.68 $-0.29 -1.61% 193,443 $17.80 $17.95 $17.62
03 Mar 2026 $17.97 $-0.42 -2.28% 290,400 $18.34 $18.34 $17.73
02 Mar 2026 $18.39 $-0.15 -0.81% 341,120 $18.58 $18.72 $17.91
27 Feb 2026 $18.54 $-0.04 -0.22% 516,892 $18.67 $18.68 $18.10
26 Feb 2026 $18.58 $1.43 8.34% 492,776 $17.35 $18.59 $17.24
25 Feb 2026 $17.15 $0.17 1.00% 171,962 $16.91 $17.21 $16.91
24 Feb 2026 $16.98 $-0.19 -1.11% 170,818 $17.10 $17.29 $16.91
23 Feb 2026 $17.17 $-0.25 -1.44% 182,316 $17.41 $17.45 $17.10
20 Feb 2026 $17.42 $-0.23 -1.30% 187,313 $17.40 $17.45 $17.01
19 Feb 2026 $17.65 $0.17 0.97% 262,891 $17.60 $17.72 $17.37
18 Feb 2026 $17.48 $0.49 2.88% 189,534 $17.10 $17.48 $16.98

Director Transactions Data provided by Morningstar.

Data provided by Morningstar.
Date Director Type Amount Value Notes
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).
01 May 2025 Bernard Reilly Issued 50,556 $834,174
Issue of securities. 50,556 Performance Rights
22 Apr 2025 Philip Wagstaff Buy 2,670 $41,118
On-market trade.
17 Apr 2025 Paul Ruiz Buy 3,492 $54,821
On-market trade.
04 Apr 2025 Paul Ruiz Issued 196 $3,832
Dividend Reinvestment Plan (DRP).
04 Apr 2025 Fiona Trafford-Walker Issued 171 $3,344
Dividend Reinvestment Plan (DRP).
04 Apr 2025 Gregory Cooper Issued 576 $11,264
Dividend Reinvestment Plan (DRP).
27 Mar 2025 Christopher Jones Buy 8,000 $159,420
On-market trade.

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%

Profile

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