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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 2025-09-30 Major Shareholding Noti…
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
Form 8.3 - NCC Group 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 during an M&A transaction. It details shareholdings and dealings in NCC Group plc by Perpetual Limited. While it relates to M&A activity, it is specifically a regulatory disclosure of shareholding positions and dealings, which falls under the 'Major Shareholding Notification' category as it tracks significant ownership thresholds and changes.
2025-09-30 English
Form 8.3 - Dowlais Group plc
Major Shareholding Notification Classification · 100% 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 company. It details shareholdings and dealings in the context of a takeover or merger situation. While it relates to M&A activity, it is specifically a regulatory disclosure of share positions rather than a corporate announcement of a merger or acquisition itself. Therefore, it falls under the 'Regulatory Filings' (RNS) category as it is a mandatory disclosure filed via a Regulatory Information Service.
2025-09-30 English
Form 8.3 - American Axle & Mfg.
Major Shareholding Notification Classification · 100% 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. It details shareholdings and recent dealings by Perpetual Limited in relation to American Axle & Manufacturing Holdings, Inc. While it relates to M&A activity, it is specifically a regulatory disclosure of shareholding positions rather than a corporate M&A announcement (TAR). Therefore, it falls under the category of Major Shareholding Notification (MRQ).
2025-09-29 English
Update - Dividend/Distribution - PPT 5 pages 18.7KB
Notice of Dividend Amount Classification · 100% confidence The document is titled 'Appendix 3A.1 - Notification of dividend / distribution' and contains detailed information about a dividend payment, including dividend amount, record date, payment date, dividend reinvestment plan (DRP) details, and related dates. It is an announcement specifically about dividend details and updates to a previous dividend announcement. There is no financial statement or comprehensive report content, only dividend payment specifics. This matches the definition of a 'Notice of Dividend Amount' filing, which announces dividend amounts, payment dates, and details for shareholders.
2025-09-28 English
Notification regarding unquoted securities - PPT 6 pages 19.3KB
Share Issue/Capital Change Classification · 95% confidence The document is titled 'Appendix 3G - Notification of issue, conversion or payment up of unquoted equity securities' and details the issuance of unquoted securities under an employee incentive scheme. It includes specifics such as the number of securities issued, dates, and mentions key management personnel involved. The document is a formal notification of a securities issue rather than a financial report or earnings release. It aligns with announcements related to share issues or capital changes. Therefore, the document fits the category of Share Issue/Capital Change (SHA). The document length is 5684 characters, which is sufficient to be the actual notification rather than a brief announcement or link to a report.
2025-09-28 English
Form 8.3 - NCC Group plc
Major Shareholding Notification Classification · 100% confidence The document is a 'Form 8.3' filing, which is a standard regulatory disclosure required under the UK Takeover Code for persons with interests in relevant securities representing 1% or more during an M&A transaction. It details shareholdings and recent dealings in NCC Group plc by Perpetual Limited. While it relates to M&A activity, it is specifically a regulatory disclosure of share ownership and trading, which falls under the 'Major Shareholding Notification' category as it tracks significant ownership thresholds and changes.
2025-09-26 English

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