Perpetual Ltd (ASX: PPT) Share Price and News

Price

 

Movement

   

  (20 mins delayed)

52 Week Range

  -  

 
1 Year Return

 

Perpetual Limited Chart and Price Data

Fundamentals Data provided by Morningstar.

Data provided by Morningstar.
Market Cap $1.89 billion
P/E Ratio 24.57
Dividend Yield 5.51%
Shares Outstanding 56.64 million
Earnings per share 1.332
Dividend per share 1.92
Year To Date Return -9.12%
Earnings Yield 4.07%
Franking 100%
Share Price

Day Change

52 Week Range

-

Yesterday's Close

Today's Open

Days Range

-

Volume

Avg. Volume (1 month)

Turnover

as at 24 Feb 3:44pm

Should you invest $1,000 in right now?

Before you consider , you’ll want to hear this.

Motley Fool Investing expert Scott Phillips just revealed what he believes are the 5 best stocks for investors to buy right now… and wasn’t one of them.

The online investing service he’s run for nearly a decade, Motley Fool Share Advisor, has provided thousands of paying members with stock picks that have doubled, tripled or even more.* And right now, Scott thinks there are 5 stocks that are better buys.

*Returns as of August 16th 2021

Perpetual Ltd (ASX: PPT)
Latest News

two racing cars battle to take first place on a formula one track with one tailing the the leader and looking to overtake the car.
Financial Shares

Move over Magellan (ASX:MFG). This global equities manager is gunning for pole position

When it comes to ASX fund managers, none has been more prominent than Magellan Financial Group Ltd (ASX: MFG) over …

Read more »

Rising share price chart.
Share Gainers

Why Grange, Iluka, Perpetual, and Telix shares are rising today

In afternoon trade, the S&P/ASX 200 Index (ASX: XJO) is on course to end the week on a disappointing note. At the …

Read more »

A satisfied business woman with three fluggly pink clouds in the shape of a heart
Ask a Fund Manager

3 ASX shares the ‘Aussie Berkshire Hathaway’ loves the most right now

Ask A Fund Manager The Motley Fool chats with fund managers so that you can get an insight into how …

Read more »

group of traders cheering at stock market
Share Market News

ASX 200 (ASX:XJO) midday update: Telstra’s acquisition, Mineral Resources jumps

At lunch on Monday, the S&P/ASX 200 Index (ASX: XJO) is on course to start the week with a strong gain. …

Read more »

Young woman in yellow striped top with laptop raises arm in victory
Share Gainers

These were the best performing ASX 200 shares last week

Last week was a good one for the S&P/ASX 200 Index (ASX: XJO). The benchmark index climbed 53.5 points or 0.7% …

Read more »

Happy child jumping for joy.
Earnings Results

Perpetual (ASX:PPT) share price jumps 8% on positive quarterly update

The Perpetual Limited (ASX: PPT) share price is gaining solid ground since Monday, having come off a low of $37.07 …

Read more »

ASX shares investor looking incredulously at phone
Financial Shares

Perpetual (ASX:PPT) share price hits 4-month low following acquisition news

The Perpetual Ltd (ASX: PPT) share price is slipping around 4% into the red during afternoon trade today with its …

Read more »

Investor sitting in front of multiple screens watching share prices
Share Market News

5 things to watch on the ASX 200 on Friday

On Thursday the S&P/ASX 200 Index (ASX: XJO) was on form and charged notably higher. The benchmark index rose 1% to 7,370.2 …

Read more »

Dividend Payment History Data provided by Morningstar.

Data provided by Morningstar.
Ex-Date Amount Franking Type Payable
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 $1.3500 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
01 Sep 2015 $1.2500 100.00% 25 Sep 2015
03 Mar 2015 $1.1500 100.00% 27 Mar 2015
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

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 Limited (ASX: PPT) is an ASX-listed, diversified financial services company which has been working to build wealth for Australians since 1886.

An investment and trustee group, Perpetual provides financial advice, investment products, philanthropic and corporate service to individuals, financial advisers and organisations. Perpetual offers a broad range of investment, superannuation and retirement income products. 

The company listed on the ASX in 1964 and now comprises four core businesses: Perpetual Investment, Perpetual Private, Corporate Trusts and Group Support services.

Perpetual was founded in 1885, when a group of business and professional people – including the Honourable Edmund Barton who later became Australia’s first prime minister – met in Sydney to form a trustee company.

PPT Share Price History Data provided by Morningstar.

Data provided by Morningstar.
Date Close Change % Change Volume Open High Low
27 Jan 2022 $32.69 $-0.20 -0.61% 255,131 $33.72 $34.56 $32.15
25 Jan 2022 $32.89 $-0.90 -2.66% 229,178 $33.70 $33.70 $32.13
24 Jan 2022 $33.79 $-0.49 -1.43% 113,843 $34.00 $34.26 $33.74
21 Jan 2022 $34.28 $-1.32 -3.71% 123,242 $35.01 $35.33 $34.20
20 Jan 2022 $35.60 $-0.78 -2.14% 168,614 $35.90 $36.13 $35.24
19 Jan 2022 $36.38 $-0.30 -0.82% 87,726 $36.30 $36.86 $36.30
18 Jan 2022 $36.68 $0.19 0.52% 85,039 $36.45 $36.98 $36.45
17 Jan 2022 $36.49 $0.65 1.81% 102,086 $35.56 $36.71 $35.56
14 Jan 2022 $35.84 $-0.43 -1.19% 80,058 $36.14 $36.20 $35.64
13 Jan 2022 $36.27 $-0.04 -0.11% 81,474 $36.22 $36.43 $36.00
12 Jan 2022 $36.31 $0.07 0.19% 78,945 $36.68 $36.83 $36.31
11 Jan 2022 $36.24 $0.02 0.06% 57,273 $35.75 $36.52 $35.75
10 Jan 2022 $36.22 $0.19 0.53% 65,493 $35.54 $36.36 $35.51
07 Jan 2022 $36.03 $0.26 0.73% 172,576 $35.50 $36.34 $35.50
06 Jan 2022 $35.77 $-1.01 -2.75% 100,052 $36.00 $36.62 $35.65
05 Jan 2022 $36.78 $-0.21 -0.57% 89,304 $37.20 $37.42 $36.73
04 Jan 2022 $36.99 $1.02 2.84% 101,027 $36.00 $37.06 $36.00
31 Dec 2021 $35.97 $-0.87 -2.36% 85,966 $36.50 $36.86 $35.97
30 Dec 2021 $36.84 $0.21 0.57% 80,510 $36.62 $36.84 $36.26

Director Transactions Data provided by Morningstar.

Data provided by Morningstar.
Date Director Type Amount Value Notes
04 Nov 2021 Robert (Rob) Adams Issued 43 $1,604,495
Issue of securities. 97,546 - Performance Rights and share rights
As per announcement on 04/11/2021.
24 Sep 2021 Gregory Cooper Issued 134 $5,536
Dividend Reinvestment Plan (DRP).
24 Sep 2021 Nancy Fox Issued 131 $5,412
Dividend Reinvestment Plan (DRP).
24 Sep 2021 Fiona Trafford-Walker Issued 42 $1,735
Dividend Reinvestment Plan (DRP).
21 Sep 2021 Mona Kanaan Buy 500 $18,750
On-market trade.
01 Sep 2021 Robert (Rob) Adams Exercise 10 $439,554
Conversion of securities. 54,426 - Performance Rights
01 Sep 2021 Robert (Rob) Adams Buy 10 $439,554
Conversion of securities.
26 Mar 2021 Fiona Trafford-Walker Issued 45 $1,455
Dividend Reinvestment Plan (DRP).
26 Mar 2021 Ian Hammond Issued 190 $6,145
Dividend Reinvestment Plan (DRP).
26 Mar 2021 Ian Hammond Issued 55 $1,778
Dividend Reinvestment Plan (DRP).
26 Mar 2021 Gregory Cooper Issued 145 $4,689
Dividend Reinvestment Plan (DRP).
05 Mar 2021 Ian Hammond Buy 3 $375,457
On-market trade.
26 Feb 2021 Nancy Fox Buy 650 $19,925
On-market trade.
23 Feb 2021 Fiona Trafford-Walker Buy 332 $10,112
On-market trade.
22 Feb 2021 Gregory Cooper Buy 3 $119,631
On-market trade.

Directors & Management Data provided by Morningstar.

Data provided by Morningstar.
Name Title Start Date Profile
Mr Anthony (Tony) Michael D'Aloisio Non-Executive DirectorNon-Executive Chairman Dec 2016
Mr D'Aloisio has served in both executive and non executive roles in commercial and government enterprises. He has held roles of Chief Executive, Chairman and Board member in local and international organisations involved in financial markets and professional services. Mr D'Aloisio became Chairman of Perpetual Limited in May 2017, following his appointment as Independent Non Executive Director in December 2016. Currently he is also a director of the Aikenhead Centre for Medical Discovery Ltd and President of the European Capital Markets Cooperative Research Centre. Mr D'Aloisio was appointed a Commissioner for the Australian Securities and Investments Commission (ASIC) in 2006 and Chairman in 2007 for a fouryear term. He was Chairman of the (International) Joint Forum of the Basel Committee on banking supervision. Prior to joining ASIC he was CEO and MD at the Australian Securities Exchange from 2004 2006. Mr D'Aloisio was Chief Executive Partner at Mallesons Stephen Jaques having first joined the firm in 1977. Mr D'Aloisio has held a number of other nonexecutive directorships (most recently as Chairman of IRESS Limited) and not for profit directorships. Listed company directorships held by him during the past three financial years is IRESS Limited (from June 2012 to May 2021)
Ms Nancy Fox Non-Executive Director Sep 2015
Ms Fox has more than 30 years' experience in financial services, securitisation and risk management gained in Australia, the US and across Asia. A lawyer by training, she was Deputy Chairman of the Board of Taronga Conservation Society Australia until 2021, Managing Director for Ambac Assurance Corporation from 2001 to 2011 and previously Managing Director of ABN Amro Australia from 1997 to 2001. She is currently Chairman of Perpetual Equity Investment Company Limited, a Non-executive Director of ING Bank Australia, Lawcover Pty Limited, Mission Australia and Aspect Studios Pty Limited. She is the Chair of Perpetual's People and Remuneration Committee and a member of the Audit, Risk and Compliance Committee and Nominations Committee. Ms Fox brings to the Board a deep knowledge of developing and leading financial services businesses and experience with securitisation, regulatory frameworks, risk management and governance. Listed company directorships held during the past three financial years by her are as Perpetual Equity Investment Company Limited (from July 2017 to present)
Mr P Craig Ueland Non-Executive Director Sep 2012
Mr Ueland was formerly President and Chief Executive Officer of Russell Investments, a global leader in multi-manager investing. He previously served as Russell's Chief Operating Officer, Chief Financial Officer, and Managing Director of International Operations, which he led from both London and the firm's headquarters in the US. Earlier in his career he opened and headed Russell's first office in Australia. Mr Ueland is a Committee member of the Endowment Investment Committee for The Benevolent Society, a Board member of the Stanford Australia Foundation and the Supervisory Board of OneVentures Innovation and Growth Fund II. He is Chairman of Perpetual's Investment Committee and a member of Perpetual's Audit, Risk and Compliance Committee and Nominations Committee. Mr Ueland brings to the Board detailed knowledge of global financial markets and the investment management industry, gleaned from more than 20 years as a senior executive of a major investment firm, along with a strong commitment to leadership development and corporate strategy development and execution
Mr Ian Hammond Non-Executive Director Mar 2015
Mr Hammond was a partner at PricewaterhouseCoopers for 26 years and during that time held a range of senior management positions including lead partner for several major financial institutions. He has previously been a member of the Australian Accounting Standards Board and represented Australia on the International Accounting Standards Board. Mr Hammond is a Non-executive Director of Suncorp Group Limited and Venues NSW and a Board member of not-for-profit organisations including Mission Australia and Chris O'Brien Lifehouse. He is Chairman of Perpetual's Audit, Risk and Compliance Committee and a member of Perpetual's Investment Committee and Nominations Committee. Mr Hammond has a deep knowledge of the financial services industry and brings to the Board expertise in financial reporting and risk management. Listed company directorships held by her during the past three financial years are as Suncorp Group Limited (from October 2018 to present)
Ms Fiona Trafford-Walker Non-Executive Director Dec 2019
Ms Trafford-Walker has 28 years of senior executive and business management experience within the investment industry, bringing knowledge of investment management and a strong institutional and international perspective to the Perpetual Board. Ms Trafford-Walker began her career in institutional investment consulting in 1992, and until December 2019 was an Investment Director at Frontier Advisors (Frontier). At various times during her tenure, she was responsible for the original development and ongoing management of Frontier's business, as well as providing investment and governance advice to a number of the firm's clients. Currently Ms Trafford-Walker is a Non-executive Director of Victorian Funds Management Corporation, Prospa Group Ltd, Link Administration Holdings, Eclipx Group and an Investment Committee member of the Walter and Eliza Hall Institute. Ms Trafford-Walker is a member of Perpetual's Investment Committee and People and Remuneration Committee. Listed company directorships held by her during the past three financial years are Prospa Group Limited (from March 2018 to present), Link Administration Holdings (from October 2015 to present), Eclipx Limited (from July 2021 to present)
Mr Robert (Rob) Adams Chief Executive OfficerManaging Director Sep 2018
Mr Adams is a proven financial services business leader with over 30 years' experience locally and globally across funds management, financial advice and fiduciary services. Before Perpetual, Mr Adams was Head of Pan-Asia and a member of the Global Executive Committee of Janus Henderson where he had been for six years. Prior to that, he was Chief Executive of Challenger Funds Management, and was previously CEO of First State Investments UK. He is Chairman of the Abbotsleigh
Foundation.
Mr Gregory John Andrew Cooper Non-Executive Director Sep 2019
Mr Cooper has more than 26 years of global investment industry experience in the UK, Asia and Australia with a deep understanding of international funds management. Mr Cooper brings strong 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 from 2006 to 2018 with responsibility for Schroders' institutional business across Asia Pacific and then globally. Mr Cooper currently serves as a Non-executive Director of NSW Treasury Corporation, where he also chairs the Investment Committee. He is currently the Chairman of Colonial First State Investments Limited and Avanteos Investments Limited (collectively known as CFS Group). Mr Cooper is a Non-executive Director of Catholic Church Insurance, OpenInvest Holdings, the Australian Indigenous Education Foundation, Kincoppal-Rose Bay School of Sacred Heart and EdStart. Previously Mr Cooper acted as a Non-executive Director to the Financial Services Council and held the position of Chairman from 2014 to 2016. Mr Cooper is a member of Perpetual's Compliance Committee, Investment Committee and People Committee.
Ms Mona Aboelnaga Kanaan Non-Executive Director Jun 2021
Ms Kanaan is a seasoned director, entrepreneur and asset management executive having held leadership positions over a distinguished 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, Ms Aboelnaga Kanaan served as President and CEO of Proctor Investment Managers, a firm she co-founded in 2002 to acquire and scale traditional and alternative asset managers. Ms Kanaan sold the firm to National Bank of Canada in 2006, acquired affiliates managing nearly $14 billion in assets under management and continued as Proctor's President and CEO until 2013. With expertise in public as well as private financial services firms, Ms Kanaan is currently a Director of Sterling Bancorp (NYSE: STL), FinTech Acquisition Corp VI (Nasdaq: FTVI) and has served as a Board Member of a number of traditional and alternative asset managers in the United States including, Siguler Guff's BDC and Peridiem Global Investors. With a commitment to education and economic empowerment, she also has non-profit Board experience in those fields including as an investment committee member of sizeable educational endowments. Listed company directorships held by her during the past three financial years are Sterling Bancorp (from May 2019 to present) Fintech Acquisition Corp. VI (from February 2021 to present)
Ms Sylvie Dimarco Head of Group Company Secretariat & GovernanceCompany Secretary Apr 2020
-
Chris Green Chief Financial Officer
-
Amanda Gazal Chief Operating Officer
-
Sam Mosse Chief Risk Officer
-
Amanda Gillespie Group Executive Perpetual Asset Management Aust
-
David Lane Group Executive Perpetual Asset Management Int.
-
Richard McCarthy Group Executive Perpetual Corporate Trust
-
Mark Smith Group Executive Perpetual Private
-
Sylvie Dimarco Head of Group Company Secretariat & GovernanceCompany Secretary
-

Top Shareholders Data provided by Morningstar.

Data provided by Morningstar.
Name Shares Capital
HSBC Custody Nominees (Australia) Limited 10,570,161 18.68%
JP Morgan Nominees Australia Pty Limited 5,521,758 9.76%
Citicorp Nominees Pty Limited 4,197,249 7.42%
National Nominees Limited 2,052,289 3.63%
Milton Corporation Limited 1,231,982 2.18%
BNP Paribas Nominees Pty Ltd (Agency Lending) 1,088,819 1.92%
Queensland Trustees Pty Ltd2 (Long Term Incentive Plan) 527,353 0.93%
Carlton Hotel Ltd 424,964 0.75%
Enbeear Pty Ltd 369,832 0.65%
BNP Paribas Noms Pty Ltd (DRP) 340,905 0.60%
Citicorp Nominees Pty Limited (Colonial First State Inv) 254,627 0.45%
David Davidson Financial Services Pty Ltd (David Davidson Financial Services Unit) 216,161 0.38%
Pacific Custodians Pty Limited (PPT Plans Ctrl) 201,701 0.36%
First Samuel Ltd CAN 086243567 (ANF ITS MDA CLIENTS) 188,426 0.33%
BNP Paribas Nominees Pty Ltd HUB24 Custodial Serv Ltd (DRP) 179,098 0.32%
Diversified United Investment Limited 175,000 0.31%
Netwealth Investments Limited (Wrap Services) 167,576 0.30%
J S Millner Holdings Pty Limited 166,300 0.29%
BNP Paribas Nominees Pty Ltd Six Sis Ltd (DRP) 158,182 0.28%
Amp Life Limited 119,667 0.21%

Profile

since

Note