Perpetual Limited

Equities

PPT

AU000000PPT9

Investment Management & Fund Operators

Market Closed - Australian S.E. Other stock markets 02:10:43 2024-04-26 am EDT			5-day change	1st Jan Change
23.3 ^AUD	-2.22%		-3.52%	-8.56%

Apr. 24	Perpetual's Assets Under Management Rise 6% in March Quarter; Shares Down 3%	MT
Apr. 22	KKR, Perpetual Reportedly Discuss Buyout	CI

Perpetual Limited Reports Earnings Results for the Half Year Ended December 31, 2023

February 27, 2024 at 04:39 pm EST

Perpetual Limited reported earnings results for the half year ended December 31, 2023. For the half year, the company reported sales was AUD 657.8 million compared to AUD 388.3 million a year ago. Net income was AUD 34.5 million compared to AUD 26.8 million a year ago.

Latest news about Perpetual Limited

Perpetual's Assets Under Management Rise 6% in March Quarter; Shares Down 3%	Apr. 23	MT
KKR, Perpetual Reportedly Discuss Buyout	Apr. 22	CI
PRM Services LLC canceled the acquisition of remaining 88.54% stake in Sierra Rutile Holdings Limited from Samuel Terry Absolute Return Fund managed by Samuel Terry Asset Management Pty Ltd, Perpetual Limited, Ecsson Investments Limited, Rockbridge Overseas Limited, Mano Mining And Logistics Limited, Assaad Yazbeck and Joseph Yazbeck.	Apr. 07	CI
PRM Services LLC made an offer to acquire remaining 88.54% stake in Sierra Rutile Holdings Limited from Samuel Terry Absolute Return Fund managed by Samuel Terry Asset Management Pty Ltd, Perpetual Limited, Ecsson Investments Limited, Rockbridge Overseas Limited, Mano Mining And Logistics Limited, Assaad Yazbeck and Joseph Yazbeck for AUD 35.7 million.	Mar. 19	CI
More Private Equity Firms Reportedly Keen on Perpetual's Trust Unit Sale	Mar. 14	CI
Jarden Research Adjusts Perpetual Limited’s Price Target to AU$26.90 From AU$27.50, Keeps at Overweight	Feb. 28	MT
Perpetual Posts 69% Surge in H1 FY24 Operating Revenue; EPS Contracts; Shares Dip 3%	Feb. 27	MT
Transcript : Perpetual Limited, H1 2024 Earnings Call, Feb 28, 2024	Feb. 27
Perpetual Posts 69% Surge in H1 FY24 Operating Revenue; EPS Contracts	Feb. 27	MT
Perpetual Limited Reports Earnings Results for the Half Year Ended December 31, 2023	Feb. 27	CI
PYFA Australia Pty Ltd entered into a binding scheme implementation deed to acquire remaining 89.67% stake in Probiotec Limited for approximately AUD 240 million	Dec. 21	CI
WHSP raises stake in Australian fund manager Perpetual	Dec. 12	RE
Australia's Perpetual jumps 10% on bidding war prospect	Dec. 06	RE
Perpetual's top investor bids $2 billion to take over the Australian fund manager	Dec. 06	RE
Perpetual Mulls Separation of Corporate Trust, Wealth Management Businesses; Shares Up 5%	Dec. 05	MT
Washington H. Soul Pattinson and Company Limited cancelled the acquisition of Perpetual Limited for AUD 2.7 billion.	Dec. 05	CI
Origin Energy shareholder shows hand and backs $10.5 bln Brookfield bid	Nov. 16	RE
Perpetual Limited Announces Executive Changes	Nov. 01	CI
Transcript : Perpetual Limited - Shareholder/Analyst Call	23-10-18
Perpetual Limited Announces Board Changes	23-10-18	CI
Transcript : Perpetual Limited, 2023 Earnings Call, Aug 24, 2023	23-08-23
Perpetual Limited Announces Executive Changes, Effective August 24, 2023	23-08-23	CI
Perpetual Limited Reports Earnings Results for the Full Year Ended June 30, 2023	23-08-23	CI
Perpetual Limited Announces Fully Franked Dividend for the Six Months Ended June 30, 2023, Payable on September 29, 2023	23-08-23	CI
Australia's Perpetual says 'tech outage' affected some funds in cyber incident	23-06-21	RE

Chart Perpetual Limited

Duration

Period

More charts

Company Profile

Perpetual Limited is a financial services company operating in the asset management business, wealth management and trustee services businesses. The Company operates through four segments: Asset Management, Wealth Management, Corporate Trust, and Group Support Services. Asset Management segment is engaged in the global multi-boutique asset management business offering a range of specialist and differentiated investment capabilities through seven boutique brands in key regions globally. Wealth Management business offers a mix of wealth management, advice and trustee services to individuals, families, businesses, not-for-profit organizations, and Indigenous communities throughout Australia. Corporate Trust business is a provider of fiduciary and digital solutions to the banking and financial services industry in Australia and Singapore. The business units are supported by Group Support Services comprising group investments, finance, corporate affairs, marketing, and more.

Sector

Investment Management & Fund Operators

Calendar

2024-08-20 - Q4 2024 Earnings Release (Projected)

Related indices

S&P/ASX 200

More about the company

Income Statement Evolution

More financial data

Ratings for Perpetual Limited

Trading Rating

Investor Rating

ESG Refinitiv

A-

More Ratings

Analysts' Consensus

Sell

Buy

Mean consensus

OUTPERFORM

Number of Analysts

Last Close Price

23.3 AUD

Average target price

27.04 AUD

Spread / Average Target

+16.03%

Consensus

EPS Revisions

Estimates Revisions

Quarterly revenue - Rate of surprise

Company calendar

Sector Other Investment Management & Fund Operators

	1st Jan change	Capi.
PERPETUAL LIMITED	-8.56%	1.69B
BLACKROCK, INC.	-6.03%	113B
UBS GROUP AG	-3.98%	87.91B
APOLLO GLOBAL MANAGEMENT, INC.	+20.96%	63.76B
BROOKFIELD CORPORATION	+5.29%	61.9B
BANK OF NEW YORK MELLON CORPORATION (THE)	+10.12%	42.86B
AMERIPRISE FINANCIAL, INC.	+7.95%	40.84B
3I GROUP PLC	+18.92%	34.58B
T. ROWE PRICE GROUP INC.	+5.88%	25.48B
STATE STREET CORPORATION	-5.25%	22.13B

Other Investment Management & Fund Operators