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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 6,662 across all filing types
Latest filing 2026-07-09 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 - LondonMetric Property PLC
Major Shareholding Notification Classification · 95% confidence The document is a 'Form 8.3', which is a standard regulatory disclosure required under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree. This document specifically details shareholdings and dealings by Perpetual Limited in relation to LondonMetric Property plc. While it relates to M&A activity, it is a mandatory regulatory disclosure of share ownership rather than a merger announcement or takeover bid document itself. Therefore, it falls under the 'Major Shareholding Notification' category.
2026-07-09 English
Change in substantial holding for APZ 7 pages 582.9KB
Major Shareholding Notification Classification · 100% confidence The document is a 'Form 604: Notice of change of interests of substantial holder' under the Corporations Act 2001. This is a standard regulatory filing used in Australia to report when a shareholder's interest in a company crosses a specific threshold (substantial holding). This fits the definition of a 'Major Shareholding Notification' (MRQ).
2026-07-09 English
Form 8.3 - LondonMetric Property PLC
Major Shareholding Notification Classification · 95% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing under the UK Takeover Code. It details the interests and dealings in relevant securities by a person with interests representing 1% or more in a company involved in an M&A transaction (LondonMetric Property plc and Schroder Real Estate Investment Trust Limited). While it relates to M&A activity, it is specifically a regulatory disclosure of shareholdings and dealings, not the M&A announcement itself. Therefore, it falls under the 'Major Shareholding Notification' category, which covers disclosures of significant share ownership levels and changes therein.
2026-07-07 English
FY26 Full Year Results Briefing 2 pages 385.8KB
Report Publication Announcement Classification · 100% confidence The document is a short announcement (2734 characters) from Perpetual Limited regarding an upcoming results briefing. It explicitly states that the company 'will be releasing its full year 2026 financial results' on a future date and provides details for an invitation to a virtual results briefing/webcast. Per the 'Menu vs Meal' rule, this is an announcement of a future event/report rather than the report itself, and it fits the definition of a Report Publication Announcement (RPA) as it invites stakeholders to an upcoming results call/webcast.
2026-07-07 English
Notification of cessation of securities - PPT 4 pages 14.6KB
Regulatory Filings Classification · 95% confidence The document is an 'Appendix 3H' filing from the ASX, which is a standard regulatory form used to notify the market of the cessation of securities (in this case, performance rights). This type of filing relates to changes in capital structure and securities status. While it involves share-related data, it does not fit the 'Transaction in Own Shares' (buybacks) or 'Share Issue' categories perfectly, and it is a standard regulatory disclosure required by the exchange. Therefore, it falls under the 'Regulatory Filings' (RNS) category as a miscellaneous regulatory announcement.
2026-07-03 English
Form 8.3 - DCC plc
Major Shareholding Notification Classification Held out of the broad gpt-era re-classification: filing ingested <48h ago, so a realtime re-analysis could re-fire a filing.processed webhook. Prior label kept. 2026-07-04.
2026-07-02 English

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