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Perpetual Limited — Investor Relations & Filings

Listed IPO Jun 1964
Ticker · PPT ISIN · AU000000PPT9 LEI · 549300US8OE0UQWXPO82 ASX Financial and insurance activities
Filings indexed 6,657 across all filing types
Latest filing 2026-07-02 Major Shareholding Noti…
Country AU Australia
Listing ASX PPT · 5 venues

About Perpetual Limited

https://www.perpetual.com.au/

Perpetual Limited is a financial services organization providing asset management, wealth management, and corporate trustee services. The company operates a multi-boutique asset management business, offering investment products and portfolio management to a global client base. Its wealth management division delivers financial advice and planning for high-net-worth individuals, families, and businesses. As a provider of corporate trustee services, it offers solutions for fixed income and debt markets. The firm also provides philanthropic and advisory services. Founded in 1886, the company focuses on creating enduring prosperity and building long-term, trusted client relationships.

Recent filings

Filing Released Lang Actions
Form 8.3 - DCC plc
Major Shareholding Notification Classification · 95% confidence The document is titled FORM 8.3, referencing the Irish Takeover Panel Rules, 2022 and pertains to Opening Position Disclosure and Dealing Disclosure under Rule 8.3. It details shareholding interests and transactions by Perpetual Limited in relation to DCC plc. The form includes disclosure of share ownership percentages, share sales, and explanations related to derivative and option agreements. This type of filing corresponds to notifying significant shareholdings and related transactions as required by takeover or market regulations. The content aligns precisely with disclosures of major shareholding notifications under takeover rules rather than an annual report, earnings release, or management/board changes. Given the nature and detailed shareholding disclosure, the best matching filing type is Major Shareholding Notification (MRQ). The full content and substantial length also confirm it is not an announcement or a brief notice, but a formal regulatory filing of share ownership and dealings. Confidence is high due to explicit reference to Rule 8.3 disclosures and detailed share dealing tables.
2026-07-02 English
Form 8.3 - DCC plc
Major Shareholding Notification Classification · 100% confidence The document is a FORM 8.3 filing under Rule 8.3 of the Irish Takeover Panel Act, 1997, Takeover Rules, 2022. It is an opening position disclosure/dealing disclosure for persons with interests in relevant securities of DCC plc. It includes details about share holdings and dealings, per regulatory requirements associated with takeover rules. This type of document is a mandatory notification about significant shareholdings or dealings in securities. Such filings are typically classified under Major Shareholding Notification filings as they disclose interests in voting securities at or above 1%.
2026-07-01 English
Perpetual rejects non-binding indicative proposal 1 page 356.9KB
M&A Activity Classification · 95% confidence The document is an ASX announcement dated 1 July 2026 regarding Perpetual Limited's rejection of a non-binding indicative proposal for an acquisition by way of a Scheme of Arrangement. The announcement details the nature of the proposal, the board's assessment, and the decision to reject the proposal. There is no detailed financial data, no full financial results, no earnings figures or periodic reporting, nor a board or management change statement specifically about personnel. The document is an announcement about a corporate transaction proposal rejection, not a merger completion or takeover finalization. This fits best under the category of M&A Activity since it relates to merger or acquisition intentions and the company's response to such activity. The document length is 2656 characters, which is not a brief notice but a fuller announcement of an M&A related subject. Based on this analysis, the appropriate classification is M&A Activity (TAR).
2026-07-01 English
Trading Halt 2 pages 322.9KB
Regulatory Filings Classification · 100% confidence The document is a market announcement on the ASX regarding a request by Perpetual Limited for a trading halt of its securities pending an important announcement. The key content is a letter requesting the trading halt due to a pending announcement about a potential change of control transaction. The document contains no financial data, report content, or detailed disclosures but rather is a formal notification to the exchange. This document clearly fits the description of a Regulatory Filing (RNS), which covers general regulatory announcements and compliance communications that do not fall into more specific categories such as financial reports or management information.
2026-07-01 English
Pause in Trading 1 page 114.0KB
Regulatory Filings Classification · 95% confidence The document is a brief market announcement from ASX stating that trading in securities of Perpetual Limited will be temporarily paused pending a further announcement. It does not contain financial data, report details, or any comprehensive content, and is clearly an announcement about trading status. This fits the category of Regulatory Filings (RNS) as a general regulatory announcement without detailed financial or corporate report information.
2026-07-01 English
Form 8.3 - DCC plc
Major Shareholding Notification Classification · 100% confidence The document is titled 'FORM 8.3' and refers to the 'IRISH TAKEOVER PANEL' with the subject described as 'DEALING DISCLOSURE UNDER RULE 8.3 OF THE IRISH TAKEOVER PANEL ACT, 1997, TAKEOVER RULES, 2022 BY PERSONS WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE.' The document contains detailed disclosures regarding a significant shareholding position, changes in ownership percentage, and share dealings by Perpetual Limited related to DCC plc shares. This matches exactly the definition of a Major Shareholding Notification (MRQ), which involves notifications of changes in significant share ownership levels crossing thresholds. The document is not an announcement of results of voting, board or management changes, nor a financial report. Therefore, the classification is Major Shareholding Notification (MRQ) with high confidence.
2026-06-30 English

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