Perpetual posts solid Q1 FY26 business update as AUM rises

Perpetual's Q1 FY26 business update reveals higher AUM and business line growth.

| More on:

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Learn More

Key points
  • Perpetual increased its assets under management (AUM) by 2.3% to $232.0 billion, alongside growth in its Corporate Trust and Wealth Management divisions, aided by positive market trends and new product offerings.
  • The company launched its third active ETF, the Diversified Income Active ETF (ASX: DIFF), and is progressing with the sale of its Wealth Management business, while continuing to expand its digital and markets segments.
  • Looking ahead, Perpetual focuses on further product innovation and capacity building, with an emphasis on continuous growth in both domestic and international markets, despite its shares remaining flat over the past year compared to the ASX 200's 8% rise.

The Perpetual Ltd (ASX: PPT) share price is in focus today after the company reported a lift in assets under management (AUM) to $232.0 billion and continued growth across its Asset Management, Corporate Trust, and Wealth Management businesses in the first quarter of FY26.

A smartly-dressed businesswoman walks outside while making a trade on her mobile phone.

Image source: Getty Images

What did Perpetual report?

  • Total group AUM rose 2.3% to $232.0 billion as at 30 September 2025, up from $226.8 billion at 30 June 2025
  • Corporate Trust funds under administration reached $1.29 trillion, increasing by 1.2% over the quarter
  • Wealth Management funds under advice grew to $21.9 billion, a 2% rise on the previous quarter
  • Positive market movements and product innovation contributed to higher average AUM of $230.2 billion
  • Key asset management boutiques, such as Barrow Hanley and Perpetual Asset Management, saw net inflows and positive market momentum

What else do investors need to know?

Perpetual launched its third active exchange traded fund, the Diversified Income Active ETF (ASX: DIFF), which has attracted early interest. Offshore, a new CEO has joined J O Hambro, with a focus on revitalising that business.

The company is advancing the sale of its Wealth Management business. Despite this ongoing process, Wealth Management delivered growth in funds under advice during the quarter. In Corporate Trust, new clients were secured by the Digital and Markets segment, underlining the group's efforts to diversify and grow.

What did Perpetual management say?

Commenting on the result, Chief Executive Officer and Managing Director Bernard Reilly said:

It was a positive quarter for the business, with each of our three business lines reporting growth in assets managed, assets under advice or administration, largely benefiting from continued growth in the markets in which they operate.

What's next for Perpetual?

Perpetual will continue to focus on product innovation and expanding its capabilities, with ongoing interest in new offerings like the DIFF ETF. The company remains committed to providing updates on the proposed sale of its Wealth Management business in line with continuous disclosure obligations.

Management is focused on supporting growth across all business lines, including Corporate Trust services and digital expansion, as well as strengthening investment performance in both domestic and offshore markets.

Perpetual share price snapshot

Perpetual shares are flat over the past year, trailing the S&P/ASX 200 Index (ASX: XJO) which has lifted around 8% over the same period.

View Original Announcement

Motley Fool contributor Laura Stewart has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips. This article was prepared with the assistance of Large Language Model (LLM) tools for the initial summary of the company announcement. Any content assisted by AI is subject to our robust human-in-the-loop quality control framework, involving thorough review, substantial editing, and fact-checking by our experienced writers and editors holding appropriate credentials. The Motley Fool Australia stands behind the work of our editorial team and takes ultimate responsibility for the content published by The Motley Fool Australia.

More on Earnings Results

A man rests his chin in his hands, pondering what is the answer?
Earnings Results

CBA shares: What to expect from Wednesday's FY26 earnings

Australia’s biggest bank opens its books this week.

Read more »

Man sits smiling at a computer showing graphs.
Exchange-Traded Funds (ETFs)

IonQ just posted record revenue. What does it mean for the ASX's newest quantum computing ETF?

A record quarter, a brand new fund, and one big catch.

Read more »

Business people discussing project on digital tablet.
Earnings Results

Charter Hall Retail REIT lifts FY26 profit and distributions

Here's what the property company reported for FY 2026.

Read more »

Broker looking at the share price on her laptop with green and red points in the background.
Earnings Results

ResMed posts strong Q4 earnings, lifts dividend

The sleep disorder treatment company had another record quarter.

Read more »

happy investor, celebrating investor, good news, share price rise, up, increase
Earnings Results

Nick Scali shares in focus after 22% NPAT jump in FY26 earnings

The furniture retailer reported a 22% jump in net profit.

Read more »

Two happy construction workers discussing share price performance with each other.
Earnings Results

James Hardie lifts outlook as Q1 sales jump 64%

James Hardie reported adjusted EBITDA of US$422 million, which is a jump of 79% year over year.

Read more »

A businessman points to an arrow going up on a graph, indicating a share price rise for an ASX company.
Earnings Results

Up 98% since March, why are AMP shares leaping higher again on Thursday?

ASX investors are piling into AMP shares on Thursday. But why?

Read more »

A toy house sits on a pile of Australian $100 notes.
Earnings Results

REA Group boosts dividend payout as results defy the housing downturn

The company is expecting to be resilient in the face of challenges going forward.

Read more »