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About the company
Perpetual Limited is a global financial services organization operating a multi-boutique asset management business, as well as wealth management and trustee services businesses. Its segments include Asset Management, Wealth Management, and Corporate Trust. The Asset Management business is a global multi-boutique asset management business offering an extensive range of specialist and differentiated investment capabilities through six boutique and seven brands in key regions globally. The Wealth Management business consists of perpetual private and three other distinct specialist businesses (Fordham, Jacaranda and Priority Life), offering a mix of wealth management, advice and trustee services to individuals, families, businesses, not-for-profit organizations and Indigenous communities throughout Australia. The Corporate Trust business is a provider of fiduciary and digital solutions to the banking and financial services industry in Australia and Singapore.
- Revenue in AUD (TTM)1.40bn
- Net income in AUD-16.30m
- Incorporated1963
- Employees1.79k
- LocationPerpetual Ltd18/123 PITT STREETSYDNEY 2000AustraliaAUS
- Phone+61 29229-3162
- Fax+61 29232-8936
- Websitehttps://www.perpetual.com.au/
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Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Regal Partners Ltd | 369.03m | 130.55m | 1.15bn | -- | 9.23 | 1.36 | 7.64 | 3.11 | 0.337 | 0.337 | 0.9737 | 2.28 | 0.358 | -- | 2.94 | -- | 12.80 | 8.90 | 14.23 | 9.71 | 96.89 | -- | 35.75 | 28.75 | -- | -- | 0.0348 | 103.60 | 45.75 | 45.10 | 97.08 | 38.18 | 72.04 | -8.38 |
| Navigator Global Investments Ltd | 552.88m | 65.03m | 1.20bn | 286.00 | 20.67 | 1.07 | 15.11 | 2.17 | 0.118 | 0.118 | 1.00 | 2.28 | 0.4259 | -- | 6.13 | -- | 5.01 | 8.70 | 5.58 | 9.98 | 36.51 | 47.69 | 11.76 | 26.93 | -- | 3.82 | 0.0699 | 32.22 | 32.40 | 29.22 | 80.02 | 45.75 | -6.67 | -22.72 |
| Gryphon Capital Income Trust | 76.01m | 68.79m | 1.29bn | 0.00 | 12.16 | 1.01 | -- | 16.99 | 0.1669 | 0.1669 | 0.1831 | 2.01 | 0.0874 | -- | 22.40 | -- | 7.91 | 6.95 | 7.97 | 7.01 | 91.73 | 90.53 | 90.51 | 88.95 | -- | -- | 0.00 | 97.86 | 41.65 | 35.73 | 40.75 | 39.04 | -- | 13.87 |
| Australian United Investment Company Ltd | 56.23m | 51.64m | 1.39bn | 0.00 | 26.91 | 1.05 | -- | 24.65 | 0.4162 | 0.4162 | 0.4532 | 10.69 | 0.0343 | -- | 21.92 | -- | 3.15 | 3.72 | 3.30 | 3.77 | 96.17 | 94.11 | 91.84 | 88.55 | -- | -- | 0.0638 | 93.35 | -1.31 | 4.14 | 1.53 | 3.92 | -- | 0.5495 |
| BKI Investment Company Ltd | 72.36m | 65.01m | 1.40bn | 0.00 | 21.59 | 0.9712 | -- | 19.41 | 0.0806 | 0.0806 | 0.0897 | 1.79 | 0.0467 | -- | 11.20 | -- | 4.19 | 4.94 | 4.20 | 4.95 | 97.79 | 98.12 | 89.84 | 91.32 | -- | -- | 0.00 | 43.60 | 0.6485 | 5.50 | -3.93 | 4.93 | -- | 5.85 |
| Magellan Financial Group Ltd | 281.89m | 139.96m | 1.42bn | 111.00 | 10.50 | 1.49 | 9.90 | 5.04 | 0.8058 | 0.8058 | 1.62 | 5.68 | 0.2654 | -- | 6.53 | 2,539,523.00 | 13.18 | 21.09 | 13.87 | 24.20 | 93.44 | 96.55 | 49.65 | 51.49 | -- | -- | 0.0038 | 95.37 | -15.76 | -14.40 | -30.88 | -16.07 | 4.26 | -24.62 |
| PM Capital Global Opportunities Fund Ltd | 485.20m | 305.61m | 1.49bn | 0.00 | 4.86 | 1.26 | -- | 3.07 | 0.6375 | 0.6375 | 1.01 | 2.45 | 0.3775 | -- | 1,102.54 | -- | 23.78 | 14.67 | 25.84 | 16.11 | 88.65 | 89.52 | 62.99 | 64.01 | -- | -- | 0.058 | 36.60 | 32.15 | -- | 33.98 | -- | -- | 20.64 |
| Centuria Capital Group | 433.82m | 117.78m | 1.61bn | -- | 13.80 | 1.06 | 12.88 | 3.72 | 0.1373 | 0.1373 | 0.5067 | 1.78 | 0.1193 | -- | 4.25 | -- | 3.09 | 2.95 | 4.52 | 3.46 | 90.37 | 82.83 | 25.90 | 23.92 | -- | 30.96 | 0.2476 | 102.76 | 38.24 | 22.73 | -19.04 | 31.41 | 79.56 | 1.43 |
| MA Financial Group Ltd | 1.80bn | 10.39m | 1.75bn | 900.00 | 149.68 | 3.41 | 55.58 | 0.9755 | 0.0601 | 0.0601 | 10.25 | 2.64 | 0.2067 | -- | 6.65 | 1,997,525.00 | 0.1270 | 0.8481 | 0.1699 | 1.12 | 48.53 | 48.19 | 0.6147 | 3.21 | -- | 1.07 | 0.9483 | 98.46 | 48.47 | 59.28 | -75.14 | -17.07 | 94.31 | 14.87 |
| Generation Development Group Ltd | 539.79m | -33.78m | 1.86bn | 200.00 | -- | 2.62 | 6.68 | 3.44 | -0.0955 | -0.0955 | 1.42 | 1.78 | 0.1004 | -- | -- | -- | 4.79 | 5.19 | -- | -- | -- | -- | 47.70 | 60.66 | -- | 180.00 | 0.061 | 43.87 | 63.95 | -- | 554.91 | -- | 45.83 | 1.26 |
| Wam Leaders Ltd | 198.98m | 124.92m | 1.96bn | -- | 15.62 | 1.08 | -- | 9.83 | 0.0909 | 0.0909 | 0.1449 | 1.32 | 0.108 | -- | 11.63 | -- | 6.78 | 6.51 | 6.90 | 6.89 | 84.89 | 78.65 | 62.78 | 60.95 | -- | -- | 0.00 | 97.26 | 131.29 | 31.24 | 185.75 | 64.29 | -- | 7.97 |
| Wam Capital Ltd | 152.96m | 93.88m | 1.97bn | 30.00 | 20.84 | 1.08 | -- | 12.88 | 0.0835 | 0.0835 | 0.1358 | 1.61 | 0.0792 | -- | 20.72 | -- | 4.86 | 6.65 | 5.02 | 6.93 | 83.05 | 79.77 | 61.37 | 60.79 | -- | -- | 0.00 | 135.76 | -6.60 | -- | -4.19 | -- | -- | 0.00 |
| Perpetual Ltd | 1.40bn | -16.30m | 2.12bn | 1.79k | -- | 1.29 | 19.71 | 1.52 | -0.1628 | -0.1628 | 12.29 | 14.23 | 0.4017 | -- | 5.85 | 783,454.40 | -0.4671 | -2.28 | -0.6142 | -2.95 | -- | -- | -1.16 | -5.73 | -- | 3.27 | 0.3607 | -- | 3.30 | 23.13 | 87.67 | -- | 8.74 | -5.80 |
| Deterra Royalties Ltd | 272.48m | 178.95m | 2.35bn | 11.00 | 13.15 | 16.93 | 13.08 | 8.62 | 0.3376 | 0.3376 | 0.5141 | 0.2623 | 0.6297 | -- | 3.66 | -- | 41.36 | 102.78 | 41.95 | 106.11 | 44.22 | 99.38 | 65.67 | 64.34 | -- | 15.34 | 0.5298 | 88.18 | 9.53 | -- | 0.5223 | -- | -- | -- |
| L1 Long Short Fund Ltd | 1.13bn | 589.38m | 2.76bn | -- | 4.66 | 1.18 | -- | 2.45 | 0.9362 | 0.9362 | 1.79 | 3.68 | 0.2134 | -- | 15,027.37 | -- | 11.16 | 5.41 | 26.94 | 12.36 | 79.54 | 78.04 | 52.29 | 43.48 | -- | 23.79 | 0.00 | 27.32 | -6.49 | 40.28 | -41.56 | -- | -- | -- |
| MFF Capital Investments Ltd | 379.79m | 260.23m | 2.84bn | -- | 10.86 | 1.09 | 10.91 | 7.48 | 0.4439 | 0.4439 | 0.649 | 4.44 | 0.1244 | -- | 271.38 | -- | 8.52 | 11.13 | 8.59 | 12.35 | 97.82 | 96.50 | 68.52 | 67.33 | -- | -- | 0.0056 | 24.31 | -6.59 | 69.06 | -3.44 | 76.68 | -- | 25.32 |
Data as of Mar 03 2026. Currency figures normalised to Perpetual Ltd's reporting currency: Australian Dollar AUD
31.34%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Washington H. Soul Pattinson & Co. Ltd. (Invt Mgmt)as of 25 Sep 2025 | 7.88m | 6.82% |
| Norges Bank Investment Managementas of 10 Feb 2025 | 5.62m | 4.86% |
| State Street Global Advisors, Australia, Ltd.as of 12 Feb 2025 | 5.14m | 4.45% |
| The Vanguard Group, Inc.as of 04 Feb 2026 | 4.14m | 3.59% |
| Macquarie Bank Ltd. (Private Banking)as of 16 Sep 2025 | 4.14m | 3.59% |
| Vanguard Investments Australia Ltd.as of 31 Jan 2026 | 2.65m | 2.30% |
| BlackRock Fund Advisorsas of 24 Nov 2025 | 2.38m | 2.06% |
| Dimensional Fund Advisors LPas of 05 Feb 2026 | 1.71m | 1.48% |
| DFA Australia Ltd.as of 31 Jan 2026 | 1.29m | 1.12% |
| Macquarie Investment Management Global Ltd.as of 16 Sep 2025 | 1.25m | 1.08% |
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Data from 31 Dec 2025 - 27 Feb 2026Source: FactSet Research Systems Inc.
