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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 6,622 across all filing types
Latest filing 2026-04-22 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 · 88% confidence The document is an RNS Form 8.3 under Rule 8.3 of the UK Takeover Code, disclosing a public opening position and subsequent dealings by Perpetual Limited in NCC Group plc shares (3.30% interest, purchase of 81,640 shares). This is a notification of a significant shareholding position (crossing the 1% threshold) rather than an internal director dealing or broader report. It matches the “Major Shareholding Notification” definition.
2026-04-22 English
Third Quarter FY26 Business Update 7 pages 1.4MB
Interim / Quarterly Report Classification · 95% confidence The document is titled 'Third Quarter FY26 Business Update' and is dated 22 April 2026. It provides detailed financial and operational information for the quarter ended 31 March 2026, including assets under management (AUM), flows, market impacts, and business segment performance. The content includes quantitative data, analysis of business segments, and commentary from the CEO. It is a comprehensive quarterly business update with substantive financial data and analysis, not merely an announcement or a brief summary. The document is not a full annual report (10-K), nor is it an earnings release (ER) which typically contains only key highlights. It is not a call transcript, audit report, or other categories. The detailed quarterly financial and business performance data aligns with the definition of an Interim / Quarterly Report (IR). The document length (15,000 characters) and depth of content confirm it is a full report, not just an announcement or certification. Therefore, the appropriate classification is Interim / Quarterly Report (IR). Q3 2026
2026-04-21 English
Form 8.3 - Picton Property Income Ltd
Major Shareholding Notification Classification · 85% confidence The document is an RNS Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” under Rule 8.3 of the Takeover Code. It is filed by an institutional investor disclosing its holdings and trades in Picton Property Income Limited. This is not an AGM material, earnings release, financing update, or legal proceeding. It is a mandatory disclosure of significant share ownership and related transactions, matching our “Major Shareholding Notification” category (crossing or reporting significant thresholds).
2026-04-21 English
Form 8.3 - NCC Group PLC
Director's Dealing Classification · 88% confidence The document is an RNS Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” under Rule 8.3 of the Takeover Code, detailing shareholdings and share transactions by a person with interests in relevant securities. This matches the definition of a Director’s Dealing report (insider share transactions).
2026-04-21 English
Form 8.3 - NCC Group PLC
Major Shareholding Notification Classification · 95% confidence The document is a Form 8.3 public opening position and dealing disclosure under Rule 8.3 of the UK Takeover Code, showing a major shareholder’s interest (Perpetual Limited) and transactions in NCC Group plc securities. This is not an internal director’s trade or full financial report, but a regulatory notification of significant share ownership and dealing. It matches the definition of a Major Shareholding Notification (MRQ).
2026-04-17 English
Becoming a substantial holder for SEK 7 pages 811.4KB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 603' and references the Corporations Act 2001, Section 671B, which pertains to notices of substantial shareholding. It details the initial substantial holder information for Perpetual Limited and its related bodies corporate, including voting power percentages, relevant interests, and transaction details in annexures. The document is a formal regulatory filing notifying the market and regulators about a substantial shareholding position in SEEK Limited. It does not contain financial statements, earnings data, or management commentary. It is not an announcement of a report but a statutory disclosure of shareholding interests. Therefore, it fits the category of Major Shareholding Notification (MRQ). The document length is substantial and contains detailed transaction data, supporting a high confidence in classification.
2026-04-14 English

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