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

$34.28

21 Jan
2022

-1.320

OPEN

$35.01

-3.71%

HIGH

$35.33

123,242

LOW

$34.20

TARGET
$40.803 19.0% 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 . TDI . RZI . HMC .
FNARENA'S MARKET CONSENSUS FORECASTS
PPT: 1
Title FY20
Actual		 FY21
Actual		 FY22
Forecast		 FY23
Forecast
EPS (cps) xxx 135.0 250.2 xxx
DPS (cps) xxx 180.0 197.4 xxx
EPS Growth xxx - 23.4% 85.3% xxx
DPS Growth xxx 16.1% 9.7% xxx
PE Ratio xxx N/A 13.7 xxx
Dividend Yield xxx N/A 5.8% xxx
Div Pay Ratio(%) xxx 133.3% 78.9% xxx

Dividend yield today if purchased 3 years ago: 5.50%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

 5.25

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: 02/09 - ex-div 96c (franking 100%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2022 FactSet UK Limited. All rights reserved
Title 201620172018201920202021
EPS Basic xxxxxxxxxxxxxxx135.0
DPS All xxxxxxxxxxxxxxx180.0
Sales/Revenue xxxxxxxxxxxxxxx636.6 M
Book Value Per Share xxxxxxxxxxxxxxx1,630.6
Net Operating Cash Flow xxxxxxxxxxxxxxx128.7 M
Net Profit Margin xxxxxxxxxxxxxxx11.76 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

Title 201620172018201920202021
Return on Capital Employed xxxxxxxxxxxxxxx9.56 %
Return on Invested Capital xxxxxxxxxxxxxxx8.00 %
Return on Assets xxxxxxxxxxxxxxx5.36 %
Return on Equity xxxxxxxxxxxxxxx9.56 %
Return on Total Capital xxxxxxxxxxxxxxx14.62 %
Free Cash Flow ex dividends xxxxxxxxxxxxxxx34.4 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

7
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Citi

xx/xx/xxxx

1

xxxxxxx xx xxx xxxx xxxxxxx

$xx.xx

xx.xx%

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

UBS

xx/xx/xxxx

3

xxxxxxxxxx xx xxxxxxxx xxxx xxxxxxx

$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

1

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

22/10/2021

1

Overweight

$45.00

31.27%

September quarter inflows of $0.1bn to Perpetual was a beat versus Morgan Stanley's -$1.3bn estimate, driven by global equities. Assets under management (AUM) were also ahead of the broker's forecast.

After an improved performance by most funds and a strong performance in Wealth and Corporate Trust, the broker retains its Overweight rating and $45 target price. Industry view: In-Line.

FORECAST
Morgan Stanley forecasts a full year FY22 dividend of 189.00 cents and EPS of 265.00 cents.
Morgan Stanley forecasts a full year FY23 dividend of 221.00 cents and EPS of 309.00 cents.

Ord Minnett

xx/xx/xxxx

3

xxxx

$xx.xx

(xx/xx/xxxx)

xx.xx%

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

Morgans

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

Macquarie

xx/xx/xxxx

3

xxxxxxx

$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
Weekly Ratings, Targets, Forecast Changes – 10-12-21

Dec 13 2021 - Weekly Reports
2
The Wrap: Fund Managers, Lockdown Habits, Gas & Banks And Bond Yields

Nov 12 2021 - Weekly Reports
3
September In Review: First Decline In 12 Months

Oct 06 2021 - Australia
4
Australian Broker Call *Extra* Edition – Sep 15, 2021

Sep 15 2021 - Daily Market Reports
5
Rudi’s View: Investment Themes For The Year Ahead

Sep 09 2021 - Rudi's View

Latest Wealth Management & Investments News

1
Hub24: More Patience Required

Jan 11 2022 - Technicals
2
More Mandate Losses Expected For Magellan

Dec 22 2021 - Australia
3
Australian Super Offering Lower Fees, Better Returns

Nov 02 2021 - Australia
4
Has The Market Over-Reacted To Pendal Group?

Oct 18 2021 - Australia
5
Breakout For Hub24

Aug 31 2021 - Technicals
6
Pinnacle Scales Higher Peaks

Aug 16 2021 - Australia
7
Downside Risks Loom For Magellan Financial

Jul 08 2021 - Australia
8
Upside Potential For ASX As Rates Rise

Jul 07 2021 - Australia
9
Challenger Takes Shelter In Higher Capital

Jun 21 2021 - Australia
10
Pendal’s Transformational Shift Into Value

May 11 2021 - Australia