About Perpetual Limited (PPT)
Perpetual Limited is a Asset Management company operating in the Financial Services sector. The company is headquartered in Sydney, Australia. PPT has been publicly traded since 1989, giving it 37+ years of trading history.
Perpetual Limited (PPT) has been publicly traded since 1989, making it a 37-year-old public company. It operates in the Asset Management industry within the Financial Services sector. The company is headquartered in Sydney, Australia and employs approximately 1,789 people. With a market capitalization of A$1876 million, PPT is a smaller company with higher growth potential.
PPT trades on the Australian Securities Exchange and is classified as a small-cap-cap stock with a market capitalization of approximately A$1876 million. The company employs approximately 1,789 people worldwide.
Key Statistics
- Current Price
- A$16.24
- Market Cap
- A$1.88B
- 52-Week High
- A$22.32
- 52-Week Low
- A$14.98
- Sector
- Financial Services
- Industry
- Asset Management
PPT Investment Performance
PPT has declined 9.9% year-to-date in 2026. Over the past 5 years, a A$1,000 investment in PPT would have grown to A$670, representing a -33.0% total return. Since its IPO in 1989, a A$1,000 investment would now be worth A$20,636.
A$1,000 Invested in Perpetual Limited (PPT)
How much would A$1,000 invested in PPT be worth today?
What would A$1,000 invested in PPT 1 year ago be worth today?
A A$1,000 investment in Perpetual Limited (PPT) in 2025 would be worth A$892 as of March 2026, representing a -10.8% total return.
What would A$1,000 invested in PPT 3 years ago be worth today?
A A$1,000 investment in Perpetual Limited (PPT) in 2023 would be worth A$885 as of March 2026, representing a -11.5% total return.
What would A$1,000 invested in PPT 5 years ago be worth today?
A A$1,000 investment in Perpetual Limited (PPT) in 2021 would be worth A$670 as of March 2026, representing a -33.0% total return.
What would A$1,000 invested in PPT 10 years ago be worth today?
A A$1,000 investment in Perpetual Limited (PPT) in 2016 would be worth A$666 as of March 2026, representing a -33.4% total return.
What would A$1,000 invested in PPT at IPO be worth today?
A A$1,000 investment in Perpetual Limited (PPT) at IPO would be worth A$20,636 as of March 2026, representing a +1963.6% total return.
Monthly Returns Heatmap
Over the past 36+ years (436 months), Perpetual Limited (PPT) has averaged a monthly return of +1.00% with a median return of +1.34%. The stock had 255 positive months (58%) and 176 negative months (40%). The best month in PPT's history was February 2019 with a +25.7% return, while the worst was March 2020 at -32.4%. Historically, August tends to be the strongest month (averaging +3.8%), and June the weakest (-0.5%).
PPT's longest winning streak was 10 consecutive months of gains, while its longest losing streak was 6 consecutive months of losses. The best full year was 2000 with a cumulative return of +64.5%, and the worst was 2008 at -41.9%.
Annual Returns
Over 37 years of trading history, Perpetual Limited (PPT) has delivered an average annual return of +12.84% with a median return of +8.79%. The compound annual growth rate (CAGR) is +8.51%. The stock posted gains in 22 years (59%) and losses in 15 years (41%).
PPT's best year was 2000 with a +84.90% gain, while the worst was 2008 at -40.09%. The longest streak of consecutive positive years was 6, and the longest losing streak was 3 years. PPT achieved double-digit gains (10%+) in 18 years. It suffered double-digit losses in 11 years.
| Year | Return | Start | End |
|---|---|---|---|
| 2026 | -9.86% | A$18.02 | A$16.24 |
| 2025 | -0.43% | A$18.09 | A$18.02 |
| 2024 | -17.55% | A$21.94 | A$18.09 |
| 2023 | +10.60% | A$19.84 | A$21.94 |
| 2022 | -26.65% | A$27.05 | A$19.84 |
| 2021 | +8.79% | A$24.86 | A$27.05 |
| 2020 | -11.69% | A$28.15 | A$24.86 |
| 2019 | +35.18% | A$20.83 | A$28.15 |
| 2018 | -28.76% | A$29.23 | A$20.83 |
| 2017 | +4.26% | A$28.04 | A$29.23 |
| 2016 | +10.77% | A$25.31 | A$28.04 |
| 2015 | +6.00% | A$23.88 | A$25.31 |
| 2014 | -0.64% | A$24.04 | A$23.88 |
| 2013 | +43.57% | A$16.74 | A$24.04 |
| 2012 | +76.23% | A$9.50 | A$16.74 |
| 2011 | -30.24% | A$13.62 | A$9.50 |
| 2010 | -10.46% | A$15.21 | A$13.62 |
| 2009 | +3.27% | A$14.73 | A$15.21 |
| 2008 | -40.09% | A$24.58 | A$14.73 |
| 2007 | -11.29% | A$27.71 | A$24.58 |
| 2006 | +22.17% | A$22.68 | A$27.71 |
| 2005 | +14.45% | A$19.82 | A$22.68 |
| 2004 | +64.71% | A$12.03 | A$19.82 |
| 2003 | +39.59% | A$8.62 | A$12.03 |
| 2002 | -23.79% | A$11.31 | A$8.62 |
| 2001 | +31.81% | A$8.58 | A$11.31 |
| 2000 | +84.90% | A$4.64 | A$8.58 |
| 1999 | +15.35% | A$4.02 | A$4.64 |
| 1998 | +64.58% | A$2.44 | A$4.02 |
| 1997 | +54.23% | A$1.59 | A$2.44 |
| 1996 | +68.57% | A$0.94 | A$1.59 |
| 1995 | -10.03% | A$1.05 | A$0.94 |
| 1994 | +14.87% | A$0.91 | A$1.05 |
| 1993 | +30.53% | A$0.70 | A$0.91 |
| 1992 | -9.12% | A$0.77 | A$0.70 |
| 1991 | +19.99% | A$0.64 | A$0.77 |
| 1990 | -18.86% | A$0.79 | A$0.64 |
PPT Investment Analysis: Valuation, Risk & Dividends
Key factors to consider when evaluating Perpetual Limited as an investment
Valuation
The forward P/E ratio is 9.2. The price-to-book ratio stands at 1.1. The price-to-sales ratio is 1.3.
Dividends
Perpetual Limited pays a dividend to shareholders with a current yield of 6.96%. This translates to A$1.13 per share annually. The payout ratio of 2% indicates sustainable dividend coverage.
Risk & Volatility
PPT has a beta of 0.81, indicating it is similarly volatile to the overall market. The stock's 52-week range is A$14.98 to A$22.32, and it currently trades near its 52-week low.
Analyst Ratings
Based on 8 analyst opinions, PPT has a consensus "buy" rating. The average price target of A$20.75 suggests 27.8% upside from current levels.
Frequently Asked Questions: PPT
What sector is PPT in? ▼
PPT operates in the Financial Services sector, specifically in the Asset Management industry. This sector includes banks, insurance companies, asset managers, and fintech companies.
How has PPT performed historically? ▼
Over 37 years of trading history, PPT has posted gains in 22 years (59% of the time). The best year was 2000 with a +84.9% return. Past performance does not guarantee future results.
How can I invest in PPT? ▼
You can invest in PPT through any brokerage account that offers access to the Australian Securities Exchange. Popular options include commission-free brokers like Fidelity, Charles Schwab, or Robinhood (US), or international brokers like Interactive Brokers. You can buy individual shares or invest through ETFs that hold PPT.
Does PPT pay dividends? ▼
Perpetual Limited pays a dividend to shareholders with a current yield of 6.96%. This translates to A$1.13 per share annually. The payout ratio of 2% indicates sustainable dividend coverage.
What does Perpetual Limited do? ▼
Perpetual Limited is a Asset Management company operating in the Financial Services sector. The company is headquartered in Sydney, Australia.
What sector is PPT in? ▼
PPT operates in the Financial Services sector, specifically in the Asset Management industry.
When did PPT go public? ▼
Perpetual Limited went public in 1989, making it a 37-year-old public company as of 2026.
How much would A$1,000 invested in PPT 5 years ago be worth today? ▼
A A$1,000 investment in PPT five years ago would be worth approximately A$670 today, representing a -33.0% return.
How much would A$1,000 invested in PPT 10 years ago be worth today? ▼
A A$1,000 investment in PPT ten years ago would be worth approximately A$666 today, representing a -33.4% total return over the decade.
What is PPT's 3-year return? ▼
Over the past 3 years, PPT has returned -11.5%. A A$1,000 investment would have grown to A$885.
How much would A$1,000 invested in PPT at IPO be worth today? ▼
If you invested A$1,000 in PPT at its IPO in 1989, it would be worth approximately A$20,636 today, a 1,963.6% return over 37 years.
Does PPT pay dividends? ▼
Yes, Perpetual Limited pays a dividend with a current yield of 6.96%, which is A$1.13 per share annually.
What is PPT's market cap? ▼
Perpetual Limited has a market capitalization of A$1876 million, classifying it as a small-cap company.
Is PPT a buy, hold, or sell? ▼
Based on 8 opinions, PPT has a consensus "buy" rating. The average price target is A$20.75.
Last updated: 3/15/2026