PERPETUAL LIMITED (PPT)
Share Price Analysis and Chart

Enter the company code or Name for stock analysis:

PPT - PERPETUAL LIMITED

FNArena Sector : Wealth Management & Investments
Year End: June
GICS Industry Group : Diversified Financials
Index: ASX200 | ASX300 | ALL-ORDS

Perpetual is an Australian investment and trustee company providing investment products, superannuation financial advice and corporate services. The Perpetual Trustee Co was founded in 1886 and became a listed entity in 1964. Its core approach is based on 'value' investing.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$25.07

05 Dec
2022

0.180

OPEN

$24.95

0.72%

HIGH

$25.20

289,546

LOW

$24.63

TARGET
$28.60 14.1% upside
Franking for last dividend paid out: 100%
OTHER COMPANIES IN THE SAME SECTOR
AMP . ASX . BLA . PDL . CGF . GBST . HGG . IFL . IRE . MFG . PPS . PTM . CVW . JHG . CL1 . ENN . KAM . KSL . BVS . PNI . MOE . NWL . LNK . GBT . HUB . NGI . GDG . AEF . PAC . MQG . MAF . MAI . GDC . GQG . TDI . RZI . HMC . QAL . AVC . RPL .
FNARENA'S MARKET CONSENSUS FORECASTS
PPT: 1
Title FY21
Actual		 FY22
Actual		 FY23
Forecast		 FY24
Forecast
EPS (cps) xxx 179.6 199.9 xxx
DPS (cps) xxx 209.0 168.3 xxx
EPS Growth xxx 33.0% 11.3% xxx
DPS Growth xxx 16.1% - 19.5% xxx
PE Ratio xxx N/A 12.5 xxx
Dividend Yield xxx N/A 6.7% xxx
Div Pay Ratio(%) xxx 116.4% 84.2% xxx

Dividend yield today if purchased 3 years ago: 5.34%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 8.40

Estimated Dividend Growth
(Average Of Past Three Years)

  %

Amount Invested

 $ 

Tell Me The Dividend After This Many Years
Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 08/09 - ex-div 97c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2022 FactSet UK Limited. All rights reserved
Title 201720182019202020212022
EPS Basic xxxxxxxxxxxxxxx179.6
DPS All xxxxxxxxxxxxxxx209.0
Sales/Revenue xxxxxxxxxxxxxxx773.5 M
Book Value Per Share xxxxxxxxxxxxxxx1,651.4
Net Operating Cash Flow xxxxxxxxxxxxxxx170.8 M
Net Profit Margin xxxxxxxxxxxxxxx13.08 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201720182019202020212022
Return on Capital Employed xxxxxxxxxxxxxxx11.01 %
Return on Invested Capital xxxxxxxxxxxxxxx8.47 %
Return on Assets xxxxxxxxxxxxxxx6.00 %
Return on Equity xxxxxxxxxxxxxxx11.01 %
Return on Total Capital xxxxxxxxxxxxxxx13.19 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx43.4 M

Return on Capital Employed

Return on Invested Capital

Return on Assets

Return on Equity

Return on Total Capital

Free Cash Flow ex dividends

This is work in progress. Bear with us. It'll be amazing.

EXPERT VIEWS
Display All Commentary

Sentiment Indicator

0.6

No. Of Recommendations

5
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Ord Minnett

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Credit Suisse

xx/xx/xxxx

3

xxxxxxxxx xx xxxxxxx xxxx xxxxxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

UBS

14/11/2022

3

Neutral

$26.60

6.10%

An increased takeover offer for Perpetual was anticipated by the market, but 10% to $33 per share was perhaps less than the market expected, UBS notes, and is also still a discount to the broker's sum-of-parts valuation. Rejection is thus unsurprising.

The end outcome is highly uncertain at this stage, and UBS estimates the market-implied probability of the Pendal Group ((PDL)) merger progressing has reduced from 50% to 20%, particularly given Perpetual's comments around potential interest from other parties.

Neutral and $26.60 target retained.

Macquarie

xx/xx/xxxx

-1

xx xxxxxx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial

Citi

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

Broker commentary and detailed analysis is available for Full Members Only.
Login above or Get a Free Trial
Access Stockbroker Research History >

PPT STOCK CHART

FNArena News on PPT

1
Australian Broker Call *Extra* Edition – Nov 28, 2022

Nov 28 2022 - Daily Market Reports
2
Australian Broker Call *Extra* Edition – Nov 21, 2022

Nov 21 2022 - Daily Market Reports
3
Weekly Ratings, Targets, Forecast Changes – 18-11-22

Nov 21 2022 - Weekly Reports
4
Australian Broker Call *Extra* Edition – Nov 17, 2022

Nov 17 2022 - Daily Market Reports
5
The Short Report – 10 Nov 2022

Nov 10 2022 - Weekly Reports

Latest Wealth Management & Investments News

1
Treasure Chest: AMP

Nov 02 2022 - Treasure Chest
2
SMSFundamentals: 2022 Fat Cat Funds Report

Oct 19 2022 - SMSFundamentals
3
AMP: Recovery Pending?

Sep 20 2022 - Technicals
4
Hub24: Short-Term Volatility Weighs

Jun 20 2022 - Australia
5
SMSFundamentals: SMAs Hot, Retail Funds Not

Jun 07 2022 - SMSFundamentals
6
Pendal Navigates Volatility With Cost Control

May 13 2022 - Australia
7
In Brief: Debt Doubles, Investment Markets, Homewares Retail

Apr 08 2022 - Weekly Reports
8
Treasure Chest: Undervalued Fund Managers

Mar 21 2022 - Treasure Chest
9
Margins Give Hub24 An Edge on Competitors

Feb 28 2022 - Australia
10
Macquarie On Watch

Feb 01 2022 - Technicals