Perpetual Equity Investment Company (ASX: PIC) — Perfil da empresa, notícias e dados financeiros
Perpetual Equity Investment Company invests in a diversified portfolio of Australian and global equities for long-term growth.
Perpetual Equity Investment Company
Perpetual Equity Investment Company is an Australian investment company that provides investors with access to a concentrated portfolio of domestic and international securities. Managed by Perpetual Investment Management Limited, the company aims to deliver regular income streams through fully franked dividends and generate long-term capital growth. Its investment framework allows allocation across Australian equities, global equities up to 35%, and cash, deposit products, or senior debt instruments up to 25%. The company employs a value-based, fundamental research approach to identify quality businesses with competitive strengths, capable management teams, and sound capital structures.
Resumo
Operações
Produtos e/ou serviços de Perpetual Equity Investment Company
- Australian Equities: Primary investment allocation focused on listed Australian securities, selecting quality, value-oriented companies through fundamental research and bottom-up research analysis to generate consistent long-term capital growth and fully franked dividend income.
- Global Equities: Tactical portfolio allocation allowing up to 35% of total investment funds to be invested in international listed securities, providing geographic diversification and direct investment exposure to global growth opportunities across major international markets.
- Cash and Deposit Products: Flexible liquidity allocation allowing up to 25% of total portfolio assets to be held in cash, term deposits, and cash-equivalent instruments to preserve investment capital and maintain operational agility during periods of market volatility.
- Debt Securities: Fixed income allocation permitting up to 25% of investment assets to be allocated to senior debt instruments, corporate bonds, and fixed income products to secure stable interest returns and protect overall portfolio capital.
- Dividend Income Distribution: Income generation mechanism providing regular, fully franked dividend distributions to investors, sourced from accumulated portfolio investment returns, corporate dividend receipts, realized capital gains, and dedicated reserves set aside for ongoing yield stability.
- Active Security Selection: Research-driven investment methodology focused on fundamental equity analysis, conducting thorough corporate evaluations to identify undervalued companies with robust financial structure, durable competitive advantages, and strong free cash flow potential.
equipe executiva do Perpetual Equity Investment Company
- Amanda AptedExecutive Director
- Vince PezzulloDeputy Head of Equities & Portfolio Manager of Perpetual Invest Management Ltd
- Sylvie DimarcoCompany Secretary
- Sean RogerCo-Portfolio Manager - PIC
- Nick BuismanEquities Analyst of Perpetual Asset Management
Comunicados recentes
O que a Perpetual Equity Investment Company (PIC) comunicou ao mercado, do mais recente para o mais antigo.
- Daily Net Tangible Asset Statement
- Daily Net Tangible Asset Statement
- Daily Net Tangible Asset Statement
- Daily Net Tangible Asset Statement
- Daily Net Tangible Asset Statement
- Daily Net Tangible Asset Statement
- Daily Net Tangible Asset Statement
- Change of Director's Interest Notice - M Clarke
Histórico de dividendos
Dividendos por ação pagos pela Perpetual Equity Investment Company, por ano fiscal.
| Ano fiscal | Intermediário | Final | Especial | Total |
|---|---|---|---|---|
| FY2027(até o momento) | A$0.0400 | — | — | A$0.0400 |
| FY2026 | A$0.0400 | A$0.0400 | — | A$0.0800 |
| FY2025 | A$0.0400 | A$0.0400 | — | A$0.0800 |
| FY2024 | A$0.0400 | A$0.0400 | — | A$0.0800 |
| FY2023 | A$0.0330 | A$0.0330 | — | A$0.0660 |
Principais indicadores financeiros
Resultados divulgados pela Perpetual Equity Investment Company, em AUD.
- Cap. de mercado
- 415,4 mi
- Receita (TTM)
- 21,5 mi
- P/L
- 35.8
- LPA (diluído, TTM)
- 0.0
- Dividend yield
- 7.3%
- Margem de lucro
- 56.2%
| Fim do ano fiscal | Receita | Resultado operacional | Lucro líquido |
|---|---|---|---|
| 54,8 mi | 14 mi | 12,1 mi | |
| 30,8 mi | 25 mi | 21,7 mi | |
| 43,6 mi | 35,9 mi | 28,6 mi | |
| 20,2 mi | 73,3 mi | 55 mi |