Perpetual Ltd (ASX: PPT) Share Price and News

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Perpetual Limited Chart and Price Data

Fundamentals Data provided by Morningstar.

Data provided by Morningstar.
Market Cap $1.61 billion
P/E Ratio 15.41
Dividend Yield 7.35%
Shares Outstanding 56.71 million
Earnings per share 1.838
Dividend per share 2.24
Year To Date Return -18.18%
Earnings Yield 6.49%
Franking 100%
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as at 24 Feb 3:44pm

Perpetual Ltd (ASX: PPT)
Latest News

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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.

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Dividend Payment History Data provided by Morningstar.

Data provided by Morningstar.
Ex-Date Amount Franking Type Payable
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 $1.3500 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
04 Jul 2022 $28.31 $-0.95 -3.25% 215,322 $29.63 $29.63 $28.29
01 Jul 2022 $29.26 $0.38 1.32% 108,625 $29.12 $29.68 $29.12
30 Jun 2022 $28.88 $-0.95 -3.18% 162,969 $29.78 $29.81 $28.88
29 Jun 2022 $29.83 $0.08 0.27% 129,092 $29.70 $29.94 $29.20
28 Jun 2022 $29.75 $-0.39 -1.29% 170,680 $30.02 $30.21 $29.74
27 Jun 2022 $30.14 $0.79 2.69% 152,814 $29.66 $30.24 $29.58
24 Jun 2022 $29.35 $0.43 1.49% 178,450 $29.38 $29.49 $28.46
23 Jun 2022 $28.92 $-0.02 -0.07% 179,193 $29.21 $29.40 $28.73
22 Jun 2022 $28.94 $0.35 1.22% 250,270 $28.59 $29.24 $28.59
21 Jun 2022 $28.59 $0.72 2.58% 161,401 $28.14 $28.89 $28.13
20 Jun 2022 $27.87 $-0.32 -1.14% 218,827 $28.32 $28.42 $27.84
17 Jun 2022 $28.19 $-0.04 -0.14% 455,330 $27.70 $28.19 $27.32
16 Jun 2022 $28.23 $-0.09 -0.32% 258,979 $28.60 $28.87 $28.18
15 Jun 2022 $28.32 $-0.02 -0.07% 280,155 $28.23 $28.78 $28.09
14 Jun 2022 $28.34 $-1.82 -6.03% 355,303 $28.88 $28.88 $27.67
10 Jun 2022 $30.16 $-0.24 -0.79% 119,279 $30.45 $30.45 $30.07
09 Jun 2022 $30.40 $-0.48 -1.55% 225,748 $30.63 $30.80 $30.12
08 Jun 2022 $30.88 $-0.39 -1.25% 160,526 $31.36 $31.54 $30.81
07 Jun 2022 $31.27 $-0.86 -2.68% 132,553 $31.99 $32.09 $31.16

Director Transactions Data provided by Morningstar.

Data provided by Morningstar.
Date Director Type Amount Value Notes
01 Apr 2022 Nancy Fox Issued 186 $6,448
Dividend Reinvestment Plan (DRP).
01 Apr 2022 Fiona Trafford-Walker Issued 60 $2,080
Dividend Reinvestment Plan (DRP).
01 Apr 2022 Gregory Cooper Issued 190 $6,587
Dividend Reinvestment Plan (DRP).
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 Fiona Trafford-Walker Issued 42 $1,735
Dividend Reinvestment Plan (DRP).
24 Sep 2021 Nancy Fox Issued 131 $5,412
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.

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
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Chris Green Chief Financial Officer
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Amanda Gazal Chief Operating Officer
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Sam Mosse Chief Risk Officer
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Amanda Gillespie Group Executive Perpetual Asset Management Aust
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David Lane Group Executive Perpetual Asset Management Int.
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Richard McCarthy Group Executive Perpetual Corporate Trust
-
Mark Smith Group Executive Perpetual Private
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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%

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