Perpetual (PPT) Stock Price, Fundamentals & Analysis

What PPT does

Perpetual (PPT) is a publicly owned investment manager listed on the ASX. It offers funds management, portfolio management, financial planning, trustee and responsible entity services, executor services, investment administration and custody, and mortgage processing. The firm invests across Australian and global equities, mortgages, cash and fixed interest, and Australian listed property, and provides specialist direct-to-client services for high net worth individuals, including fiduciary advice, estate planning, and philanthropic services.

Key numbers explained

• The current price is 16.81 AUD, down 1.18% today.
• The trailing P/E ratio of 33 shows how much investors pay per dollar of the last 12 months' earnings; a higher number can reflect growth expectations.
• The forward P/E ratio of 10.6 uses expected future earnings and is often compared with the trailing P/E to gauge whether the market expects earnings to grow or shrink.
• The dividend yield of 7.5% tells you the annual dividend as a percentage of the current share price; it is a measure of cash return, not total return.
• The ex-dividend date is Sep 10, 2026; to receive the next dividend, you must own the stock before this date.
• The share of earnings paid out as dividends is 223%, meaning the dividend exceeds trailing earnings, often funded by past reserves or other sources.
• The beta of 0.86 suggests the share has tended to move less than the broader market; it is a measure of relative price volatility.
• The 52-week range is 15.1 to 21.41 AUD, with a year-on-year price change of -10.5%.

What to watch

• The operating margin of 14.5% and profit margin of 7.7% show how efficiently Perpetual converts revenue into operating profit and net income.
• The return on equity of 3.7% indicates the return generated on shareholders' capital.
• The debt-to-equity ratio of 47.6% reflects the balance between borrowed funds and equity, a common measure of financial leverage.
• The price-to-book ratio of 1.24 compares the share price to the company's book value per share.
• Perpetual operates in the Financial Services sector and Asset Management industry, where regulatory changes, interest rates, and flows of capital into funds can affect results.
• As a component of the ASX 200, PPT's movements are often compared with peers such as MFF Capital Investments (MFF), BSP Financial Group (BFL), and Steadfast Group (SDF).

FAQ

Q: Does PPT pay a dividend? A: Yes. Perpetual has a dividend yield of 7.5%, with the next ex-dividend date on Sep 10, 2026.

Q: What is the PPT P/E ratio? A: The trailing P/E ratio is 33, while the forward P/E ratio on expected earnings is 10.6.

Q: Where can I buy PPT? A: PPT trades on the ASX under the symbol PPT; you can buy it through any broker that offers access to ASX stocks.

Q: What does Perpetual do? A: Perpetual is an investment manager that provides funds management, financial planning, trustee and executor services, custody, mortgage processing, and specialist services for high net worth individuals.

Q: How big is Perpetual? A: Perpetual has a market capitalisation of 1.94 billion AUD, 1,764 employees, and headquarters in Sydney, Australia.

Q: What is the 52-week price range for PPT? A: Over the last 52 weeks, PPT has traded between 15.1 AUD and 21.41 AUD.