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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Perpetual Group
Perpetual Group (PPT) investor relations material
Perpetual Group AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2026 summary28 Oct, 2026
Opening remarks and agenda
Hybrid AGM opened after quorum confirmation; agenda covered FY26 financial statements, director reappointment, CEO incentive grants and the Remuneration Report.
In-room and online polls were established; resolutions required a simple majority, with results to be released to the ASX.
Financial performance review
FY26 underlying profit after tax was AUD 217.0m, down 16%; operating revenue was AUD 1,374.2m, flat, and underlying EPS was 186.0c, down 3%.
Asset Management revenue was AUD 880.5m, down 3%, with underlying PBT of AUD 207.5m, up 3%; Corporate Trust revenue rose 8% to AUD 220.8m and underlying PBT rose 9% to AUD 98.8m.
Wealth Management revenue was AUD 233.5m, down 1%, and underlying PBT fell 15% to AUD 44m; statutory NPAT was AUD 88.9m versus a AUD 58.2m loss in FY25.
FY27 Q1 Asset Management outflows were AUD 9.6bn, or AUD 8.4bn excluding cash; September-quarter AUM was AUD 212bn, Corporate Trust FUA AUD 1.4tn and Wealth Management FUA AUD 22.1bn.
Significant non-cash fair-value items mainly explained differences between statutory and underlying results and cash flow; underlying profit drives dividends, with closer cash-flow alignment expected in future years.
Board and executive committee updates
Christopher Jones retired after three years on the board; a search began for an independent non-executive director.
Fiona Trafford-Walker was reappointed with board support; she acknowledged shareholder disappointment and apologized for poor outcomes during her tenure.
The Chair noted substantial executive-team changes, including a new CEO and CFO; the CEO said he had been in the role since September 2024.
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Latest events from Perpetual Group
- Record Corporate Trust FUA offset Asset Management outflows; Bain sale process advanced.PPT
Q1 2027 - UPAT rose 6% and NPAT turned positive as the Wealth Management sale advances.PPTH2 2026
- Wealth Management sale refocuses strategy on Asset Management and Corporate Trust, targeting growth and efficiency.PPTInvestor presentation
- AUM fell 3.6% to A$219.2bn as outflows and currency impacts offset growth in Corporate Trust.PPTQ3 2026
- UPAT up 12% and NPAT up to AUD 53.9m, with strong cost savings and a AUD 0.59 dividend declared.PPTH1 2026
- Revenue up 3%, UPAT down 1%, statutory loss from impairment, cost savings ahead of target.PPTH2 2025
- AUM increased 2.5% to A$226.8bn, with growth across all business segments and cost savings achieved.PPTQ4 2025
- KKR deal delivers AUD 8.38–9.82/share as UPAT rises 26% but statutory loss from impairment.PPTH2 2024
- Underlying profit rose 2% and revenue 4%, but NPAT dropped on one-offs; Wealth sale prioritized.PPTH1 2025
Next Perpetual Group earnings date
Investor update20 Nov, 2026
Perpetual Group
Next Perpetual Group earnings date
Investor update20 Nov, 2026
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Frequently asked questions
Perpetual Limited is a diversified financial services company based in Australia, primarily involved in asset management, wealth management, and trustee services. The company operates through several key segments: Asset Management, Wealth Management, Corporate Trust, and Group Support Services. In its Asset Management division, Perpetual runs a global multi-boutique asset management business, offering specialized investment capabilities through various boutique brands worldwide. The Wealth Management division provides a mixture of wealth management, advisory, and trustee services to individuals, families, businesses, and not-for-profit organizations across Australia. Perpetual's Corporate Trust division offers fiduciary and digital solutions to the banking and financial services industry in Australia and Singapore, supported by Group Support Services which include corporate affairs, finance, and marketing. The company is headquartered in Sydney, New South Wales, and its shares are listed on the Australian Securities Exchange.