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Perpetual Limited — Investor Relations & Filings

Ticker · PPT ISIN · AU000000PPT9 LEI · 549300US8OE0UQWXPO82 ASX Financial and insurance activities
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Filings indexed 6,625 across all filing types
Latest filing 2025-12-17 Capital/Financing Update
Country AU Australia
Listing ASX PPT

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
Update regarding Wealth Management sale 2 pages 166.6KB
Capital/Financing Update Classification · 95% confidence The document is an ASX announcement dated 18 December 2025 providing an update on the sale process of Perpetual Limited's Wealth Management business. It discusses the extension of an exclusivity agreement with Bain Capital Private Equity and states that discussions are ongoing with no certainty of a binding agreement. The document is short (2442 characters), contains no financial statements or detailed financial data, and serves as a market update on a potential transaction. It is not a full report, earnings release, or detailed presentation but rather a regulatory announcement about a capital transaction process. Therefore, it fits best under Capital/Financing Update (CAP).
2025-12-17 English
Becoming a substantial holder for QAL 5 pages 949.0KB
Major Shareholding Notification Classification · 100% confidence The document is a Form 603 Notice of initial substantial holder filed under the Corporations Act 2001. It details the substantial shareholding of Perpetual Limited and its related bodies corporate in Qualitas Limited, including voting power percentages, relevant interests, registered holders, and consideration paid for shares. This type of filing is a notification of a major shareholding level crossing a threshold, which is consistent with the definition of Major Shareholding Notification (MRQ). The document is not a financial report, earnings release, or management report, but a regulatory disclosure of share ownership. The document length and content confirm it is not a brief announcement or certification but a formal notification of substantial shareholding.
2025-12-17 English
Form 8.3 - American Axle & Manufacturing Holdings
Regulatory Filings Classification · 95% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing required under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree during an M&A transaction. While it relates to M&A activity, it is specifically a disclosure of shareholdings and dealings by a third party (Perpetual Limited) rather than a corporate M&A announcement from the companies involved. Given the specific regulatory nature of Form 8.3 filings and their role in market surveillance, 'RNS' (Regulatory Filings) is the most appropriate classification.
2025-12-17 English
Form 8.3 - American Axle & Manufacturing Holdings
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 a 'Public Opening Position Disclosure/Dealing Disclosure' by a person with interests in relevant securities representing 1% or more. This type of document is specifically used to report major shareholding changes and dealings in the context of an M&A offer. While it relates to M&A activity, it is a specific regulatory disclosure form rather than a general M&A announcement (TAR). Given the options, 'MRQ' (Major Shareholding Notification) is the most accurate classification for a disclosure of this nature.
2025-12-16 English
Application for quotation of securities - PPT 7 pages 20.4KB
Share Issue/Capital Change Classification · 100% confidence The document is an Appendix 2A form, which is a standard ASX announcement for the application for quotation of securities. It details the issuance of securities under an employee incentive scheme and the request for these securities to be quoted on the ASX. The document includes specifics such as the number of securities, issue date, and compliance with listing rules. It is not a financial report, earnings release, or management discussion, but rather a formal announcement related to capital changes, specifically the quotation of new securities. Therefore, the appropriate classification is Share Issue/Capital Change (SHA). The document length and content confirm it is a full announcement, not a brief notice or a report publication announcement.
2025-12-16 English
Ceasing to be a substantial holder for QAL 4 pages 532.3KB
Major Shareholding Notification Classification · 100% confidence The document is a Form 605 Notice of ceasing to be a substantial holder under the Corporations Act 2001 Section 671B. It details changes in relevant interests of a substantial shareholder, Perpetual Limited, including dates and share numbers. This type of filing is a notification of changes in significant share ownership levels, which corresponds to the category of Major Shareholding Notification (MRQ). The document is not a financial report, earnings release, or management report, but a regulatory notice about shareholding changes.
2025-12-16 English

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