- Perpetual reported net outflows of A$3.8 billion for the second quarter.
- Assets under management (AUM) reached A$230.2 billion, marking a 3.6% increase from the previous quarter.
- The first half of the year expenses are projected at the high end of a 2% to 4% increase.
- Perpetual and KKR continue constructive discussions regarding their transaction.
- The cost to income ratio for the group is expected to remain relatively stable between the first halves of 2024 and 2025.
- Significant items after tax for the first half of 2025 are anticipated to be between A$85 million and A$92 million, pending audit completion.
- The increase in AUM was mainly driven by positive currency movements amounting to A$15.8 billion.
- This growth was partially offset by net outflows of A$3.8 billion and negative market impacts of A$4.1 billion.
- Regarding investment recommendations: 8 buys, 2 holds, and 0 sells were noted.
- Comparisons are based on figures reported in the company’s original disclosures.
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A look at Perpetual Ltd Smart Scores
Factor | Score | Magnitude |
---|---|---|
Value | 4 | |
Dividend | 4 | |
Growth | 2 | |
Resilience | 2 | |
Momentum | 3 | |
OVERALL SMART SCORE | 3.0 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Perpetual Limited, a financial services company, operates within the wealth management and corporate trust sectors. With a favorable Smartkarma Smart Score in both Value and Dividend factors, Perpetual Ltd appears well-positioned for long-term growth and income generation. The company’s strong focus on delivering value and dividends to its investors underscores its commitment to providing attractive returns. However, it’s worth noting that the Growth and Resilience scores are comparatively lower, suggesting potential areas for improvement in terms of expanding market opportunities and enhancing business stability. The moderate Momentum score indicates a steady but not rapid pace of development for the company.
In summary, Perpetual Ltd‘s Smartkarma Smart Scores paint a picture of a company that offers solid value and dividend potential, albeit with room for growth and resilience enhancements. Investors may find Perpetual Ltd an appealing choice for income generation and value investing, given its strong performance in the value and dividend categories. With a diverse range of financial services offerings, including funds management, trustee services, and financial planning, Perpetual Ltd is well-positioned to capitalize on evolving market trends and investor preferences in the long run.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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