OM:EQTCapital Markets
Does JPMorgan’s Upgrade And Portfolio Moves Change The Bull Case For EQT (OM:EQT)?
In recent days, JPMorgan upgraded EQT AB from Neutral to Overweight, highlighting past Q3 2025 results and a pipeline of fundraising milestones through 2026 that it believes could support higher carried interest and investment income forecasts.
Alongside this shift in analyst sentiment, EQT has been actively reshaping its portfolio through real estate acquisitions, a partial exit from Galderma to L’Oréal, and a lender-led exit from elderly care operator Colisée.
We’ll now examine how...