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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 2026-01-28 Regulatory Filings
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 - Dauch Corporation
Regulatory Filings Classification · 98% 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 transaction (Takeover Code). While it relates to shareholdings, it is a specific regulatory disclosure form rather than a general 'Major Shareholding Notification' (MRQ) or 'Transaction in Own Shares' (POS). Given the specific regulatory nature and the context of the Takeover Code, 'RNS' (Regulatory Filings) is the most appropriate classification for this type of mandatory disclosure.
2026-01-28 English
Form 8.3 - Rio Tinto PLC and Rio Tinto Limited
Regulatory Filings Classification · 98% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing under the UK Takeover Code. It details a person's interests and dealings in relevant securities of an offeror or offeree (in this case, Rio Tinto). This type of disclosure is specifically used to notify the market of significant shareholding changes or dealings during an M&A process. While it relates to M&A activity, it is a specific regulatory disclosure form rather than a general M&A announcement (TAR). Therefore, it is best classified as a Major Shareholding Notification (MRQ) as it tracks ownership thresholds and dealings.
2026-01-28 English
Form 8.3 - Glencore PLC
Regulatory Filings Classification · 98% 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. It details shareholdings and dealings in Glencore plc. Since this is a specific regulatory disclosure regarding share ownership and dealings during a takeover period, it falls under the 'Regulatory Filings' category as it does not fit into the specific categories for director dealings (which are for company insiders) or major shareholding notifications (which are typically for the company itself or specific threshold triggers, whereas Form 8.3 is a recurring disclosure during an offer).
2026-01-28 English
Form 8.3
Regulatory Filings Classification · 98% 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 during an M&A transaction. It details shareholdings and dealings in Dowlais Group plc. While it relates to M&A activity, it is specifically a regulatory disclosure of share positions rather than a corporate M&A announcement (like a bid or merger agreement). Therefore, it is best classified as a Regulatory Filing (RNS).
2026-01-28 English
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 filing under the UK Takeover Code. It details a major shareholding notification (crossing the 1% threshold) and dealings in the securities of an offeror/offeree (NCC Group plc) by Perpetual Limited. While it relates to M&A activity, the specific nature of the document is a mandatory regulatory disclosure of shareholding positions and dealings, which falls under the 'Major Shareholding Notification' category.
2026-01-28 English
Second Quarter FY26 Business Update 7 pages 1.3MB
Interim / Quarterly Report Classification · 95% confidence The document is titled 'Second Quarter FY26 Business Update' and provides detailed financial and operational information for the quarter ended 31 December 2025. It includes comprehensive data on assets under management, flows, performance, and business segment updates. The document also discusses ongoing sale processes and provides guidance on expenses and significant items. It references the upcoming half year financial results announcement but does not itself constitute a full interim or quarterly report with formal financial statements. The length is substantial (15,000 characters), and it contains substantive financial data and analysis for a period shorter than a full fiscal year, consistent with an interim or quarterly report. Therefore, the document fits the definition of an Interim / Quarterly Report (IR). Q2 2026
2026-01-28 English

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