Update shared on04 Sep 2025
Analyst price target revisions for Partners Group Holding reflect steady operational performance and favorable FX dynamics, offset by concerns around demanding consensus estimates and premium valuation, resulting in an unchanged fair value of CHF1238.
Analyst Commentary
- Bullish analysts cited better than expected exit activity in recent weeks as a driver for price target increases.
- A weaker U.S. dollar was noted as supportive for the company's outlook and valuation.
- Upward price target revisions reflected steady operational performance, though most brokers retained Neutral or Equal Weight ratings, signaling balanced risk/reward.
- Bearish analysts flagged more demanding consensus estimates for Partners Group compared to European peers, raising concerns over 2025 earnings risk.
- Premium valuation was highlighted as a concern, prompting at least one major brokerage to downgrade its rating despite maintaining a relatively high price target.
What's in the News
- Partners Group opened a Miami office to strengthen its business development in Florida and Latin America, sharing space with recently acquired Empira Group.
- The firm established a new regional headquarters in Abu Dhabi to expand its presence in the Middle East.
Valuation Changes
Summary of Valuation Changes for Partners Group Holding
- The Consensus Analyst Price Target remained effectively unchanged, at CHF1238.
- The Discount Rate for Partners Group Holding remained effectively unchanged, at 5.19%.
- The Consensus Revenue Growth forecasts for Partners Group Holding remained effectively unchanged, at 11.7% per annum.
Disclaimer
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