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Perpetual Limited - Investor Relations & Filings

Listed IPO Jun 1964
Ticker · PPT ISIN · AU000000PPT9 LEI · 549300US8OE0UQWXPO82 ASX Financial and insurance activities
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Filings indexed 6,659 across all filing types
Latest filing 2026-02-25 Interim / Quarterly Rep…
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
Results Presentation 38 pages 1.3MB
Interim / Quarterly Report Classification · 95% confidence The document is titled 'Perpetual Half Year Financial Results' and includes references to '1H26 Results Presentation', 'Half Yearly Report and Accounts', and 'Operating and Financial Review – 31 December 2025'. It contains detailed financial data, performance highlights, and management commentary for the half year ending 31 December 2025. The presence of a detailed results presentation and substantive financial data indicates this is a comprehensive interim financial report rather than a brief announcement or a simple presentation. The document is about half-year financial results, which fits the definition of an Interim / Quarterly Report (IR). It is not a full annual report (10-K), nor is it just an earnings release (ER) since it contains more detailed financial and operational information. Therefore, the correct classification is Interim / Quarterly Report (IR). H1 2026
2026-02-25 English
Operating and Financial Review 35 pages 1.0MB
Interim / Quarterly Report Classification · 100% confidence The document is titled 'Perpetual Half Year Financial Results' and includes detailed financial performance data for the six months ended 31 December 2025 (1H26). It contains comprehensive financial statements, key performance indicators, segment results, and management discussion of financial results and outlook. The presence of actual financial data, analysis, and a review of operations for a half-year period clearly indicates this is a financial report for a period shorter than a full fiscal year. The document is not merely an announcement or a presentation but a substantive interim report with financial statements and analysis. Therefore, the appropriate classification is Interim / Quarterly Report (IR). H1 2026
2026-02-25 English
Change in substantial holding for EVT 8 pages 611.9KB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 604' and references the Corporations Act 2001, specifically Section 671B, which pertains to notices of change of interests of substantial holders. It details changes in voting power and relevant interests of a substantial shareholder, Perpetual Limited, including transaction dates, types, and quantities of shares affected. This type of filing is a formal notification of changes in significant share ownership levels, consistent with a Major Shareholding Notification. The document is lengthy and contains detailed transaction data, not just an announcement or summary, confirming it is the actual notification form rather than a report publication or regulatory filing. Therefore, the appropriate classification is Major Shareholding Notification (MRQ).
2026-02-25 English
Form 8.3 - NCC Group PLC
Major Shareholding Notification Classification · 100% confidence The document is a Form 8.3, which is a public opening position disclosure/dealing disclosure by a person with interests in relevant securities representing 1% or more, as per Rule 8.3 of the Takeover Code. It details shareholdings and transactions by Perpetual Limited in NCC Group plc securities, including purchases and holdings percentages. The document is a regulatory disclosure about shareholdings and dealings, not a financial report, earnings release, or management report. It fits the definition of Major Shareholding Notification (MRQ), which covers notifications of changes in significant share ownership levels crossing thresholds. The document length is 7647 characters, sufficient for detailed disclosure. Therefore, the correct classification is MRQ with high confidence.
2026-02-24 English
Form 8.3 - NCC Group PLC
Director's Dealing Classification · 100% confidence The document is a Form 8.3 filing, which is a Public Opening Position Disclosure/Dealing Disclosure by a person with interests in relevant securities representing 1% or more, under Rule 8.3 of the Takeover Code. It details shareholdings and recent dealings by Perpetual Limited in securities of NCC Group plc. The content focuses on insider share transactions and disclosures related to significant shareholdings and dealings, not on financial results, management changes, or other report types. This matches the definition of Director's Dealing filings, which report personal share transactions by company directors and executives (insider trades). The document length and content confirm it is not a brief announcement or a report publication notice, but a full disclosure form. Therefore, the correct classification is DIRS.
2026-02-23 English
Form 8.3 - International Personal Finance PLC
Major Shareholding Notification Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory requirement under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree company. This specific form details shareholdings and dealings in International Personal Finance plc by Perpetual Limited. Since this is a mandatory regulatory disclosure regarding share ownership and dealings during a takeover period, it falls under the 'Major Shareholding Notification' category.
2026-02-20 English

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