PPT Financials: Results, Ratios & Statements | Perpetual

PPT

Perpetual

Financial Services

Perpetual is a diversified financial services company providing asset management, private wealth, and trustee services to local and international clients. With a history dating back to 1886, the company operates across Australia, Asia, Europe, the United Kingdom, and the United States, focusing on client-centric solutions and sustainable growth.

Short position

short percentage4.15%

reported shorts4.8M

shares on issue115.801M

Perpetual (ASX:PPT) has 4.15% of its shares on issue reported as short positions as of 5 Oct 2026, or about 4,809,782 shares. Over the past 30 days that figure has risen 1.18 percentage points, and over 90 days it has risen 1.57 percentage points. Its highest recorded short interest was 14.02% in January 2023. PPT is classified in the Financial Services industry. All figures come from official ASIC short position reports, published with a four trading-day (T+4) delay.

Price & short interest

Toggle series, zoom, and compare · ASIC daily, T+4

Latest result

Year to 30 Jun 2026 (FY26) vs FY25, figures in AUD, the reporting currency · Company filing, 25 Sep 2026

Revenue: $1.16B (source: ASX (Markit))vs $1.35B (FY25); ASX (Markit), as at 29 Sep 2026
NPAT: $88.9M (source: ASX (Markit))vs −$58.2M (FY25); ASX (Markit), as at 29 Sep 2026
EPS (diluted): $0.76 (source: Company filing (extracted))vs −$0.52 (source: Derived: trailing 12 months at year end) (FY25); Company filing (extracted), as at 29 Sep 2026

Rev YoY: −14.2%FY
EPS YoY: n/aFY (source: Company filing (extracted))

EPS: prior loss, now profit (growth is not meaningful against a loss).

ASX (Markit)
Company filing (extracted)
Derived: trailing 12 months at year end

Summary of Annual Report 2026, 25 Sep 2026

Perpetual's FY26 underlying profit after tax rose 6% to $217.0 million, while statutory net profit swung to $88.9 million from a $58.2 million loss last year. The Board declared a total dividend of 122 cents per share, up 6% from FY25. Looking ahead, the company expects the sale of its Wealth Management business to strengthen the balance sheet and support a return to partially franked dividends in FY27.

Automated summary of the filing; the filing itself is the record.

Key ratios

Year to 30 Jun 2026 (FY); no balance sheet aligned with this period; prices to 9 Oct 2026

Gross margin: n/a
Operating margin: n/a
Net margin: 7.7%
FCF margin: n/a
ROE: n/a
ROA: n/a
FCF conversion: n/a
Net debt (excl. leases): n/a
Net debt / EBITDA: n/a
Current ratio: n/a
Interest cover: n/a
Cash dividends paid / net profit: n/a
Market cap: n/a (no share count we can vouch for)
P/E: 22.8×
P/B: n/a (no share count we can vouch for)

Ratios use the reporting currency (AUD); market cap is in AUD. Source: ASX (Markit), as at 29 Sep 2026.

Financial statements

Figures in AUD, the reporting currency; Yahoo Finance unless marked

PPT income, newest period first, figures in AUD
Line item	FY26	FY25	FY24	FY23
Revenue	$1.16B (source: ASX (Markit))	$1.35B	$1.30B	$995.6M
Gross profit	n/a	$1.35B	$1.30B	$995.6M
Operating income	n/a	$104.2M	$105.1M	$95.4M
EBITDA	n/a	$140.3M	−$270.1M	$217.1M
EBIT	n/a	$19.2M	−$388.6M	$133.9M
Interest expense	n/a	$71.0M	$70.3M	$44.8M
Pretax income	n/a	−$51.8M	−$458.9M	$89.1M
Tax	n/a	$6.4M	$13.3M	$30.1M
NPAT	$88.9M (source: ASX (Markit))	−$58.2M	−$472.2M	$59.0M
Net interest income	n/a	−$47.9M	−$52.6M	−$39.4M
EPS basic	n/a	−$0.52 (source: Derived: trailing 12 months at year end)	−$4.21	$0.73
EPS diluted	$0.76 (source: Company filing (extracted))	−$0.52 (source: Derived: trailing 12 months at year end)	−$4.21	$0.71
Shares	n/a	112.1M	110.0M	110.9M

ASX (Markit)
Derived: trailing 12 months at year end
Company filing (extracted)

Financial reports

The company's own filings, newest first

Showing 10 of 22 reports