Morningstar Investor users sign in here.

Company Profile

  • Business description

    Perpetual is one of Australia's oldest financial services firms, founded in 1886. It has three operating segments, with the investments business being the main earnings generator. It is an active manager of listed assets. Perpetual also provides financial planning services to high-net-worth clients via its private segment. In its trust segment, it provides outsourced responsible entity services to funds, as well as custodial and trustee services in the debt capital markets, particularly in securitization issuances.

  • Contact

    123 Pitt Street
    Level 18, Angel Place
    Sydney NSW 2000
    AUS

    T: +61 292299000

    E: investments@perpetual.com.au

    https://www.perpetual.com.au

  • Sector

    Financial Services

    Stock type

    Cyclical

  • Industry

    Asset Management

    Fiscal Year End

    30 June 2024

    Employees

    1,870

Perpetual Ltd News & Analysis

stocks

Our top opportunities in the asset manager sector

Signs of stabilisation, but competitive positioning still weakening against passive investments.
stocks

Perpetual takeover bid is lower than our intrinsic assessment

Washington H. Soul Pattinson bids $3 billion for Perpetual
stocks

Opportunities abundant in Aussie financials

Most asset managers and related firms undervalued, with an average discount of 21%

Markets

Index
Last price
Change
% Change
All Ordinaries 7,862.30 147.10 -1.84%
CAC 40 7,932.61 112.50 -1.40%
DAX 40 17,766.23 260.35 -1.44%
Dow JONES (US) 37,798.97 63.86 0.17%
FTSE 100 7,820.36 145.17 -1.82%
HKSE 16,248.97 351.49 -2.12%
NASDAQ 15,865.25 19.77 -0.12%
Nikkei 225 38,471.20 761.60 -1.94%
NZX 50 Index 11,804.84 111.94 -0.94%
S&P 500 5,051.41 10.41 -0.21%
S&P/ASX 200 7,612.50 140.00 -1.81%
SSE Composite Index 3,007.07 50.31 -1.65%

Market Movers

Name
Last price
Change
% Change
The Star Entertainment Group Ltd SGR 0.42 0.07 -14.43%
Sayona Mining Ltd SYA 0.04 0.00 -7.89%
Imugene Ltd IMU 0.08 0.01 -8.79%
Telstra Group Ltd TLS 3.68 0.03 -0.81%
Zip Co Ltd ZIP 1.19 0.15 -10.90%
South32 Ltd S32 3.28 0.16 -4.65%
Resolute Mining Ltd RSG 0.43 0.06 -12.24%
Peninsula Energy Ltd PEN 0.10 0.01 -6.67%
Pilbara Minerals Ltd PLS 3.85 0.05 -1.28%
Piedmont Lithium Inc PLL 0.22 0.07 -22.81%