Update shared on08 Aug 2025
Fair value Increased 10%Analysts have raised their price targets for TPG to $64.08, citing strong structural growth opportunities, robust sector momentum, and expectations for high-teens fee-related earnings growth through 2027, with valuation still seen as compelling.
Analyst Commentary
- Bullish analysts highlight long-term structural growth opportunities for TPG across private wealth, credit, insurance, and capital markets.
- Upward adjustments in estimates reflect broader strength in the alternative asset manager sector.
- TPG is well positioned to benefit from a cyclical recovery in private equity, supporting potential outperformance.
- Expectations for high-teens fee-related earnings growth through 2027 are driving optimism.
- TPG’s valuation is considered attractively low relative to its growth prospects.
What's in the News
- TPG declared a quarterly dividend of $0.59 per Class A share.
- TPG is in early-stage discussions to acquire a majority stake in Sensa Core Medical Instrumentation, an Indian medical device manufacturer, along with other PE firms.
- TPG is in advanced talks to acquire a significant stake in UK fintech Tide, with a company valuation of at least $1 billion.
- TPG was a finalist in the Brighthouse Financial acquisition process but did not submit a final bid, as Aquarian Holdings entered exclusive talks.
- TPG is considering a bid for Luxembourg-based fund services business IQ-EQ, valued around €5 billion, amid competitive interest from major private equity firms.
Valuation Changes
Summary of Valuation Changes for TPG
- The Consensus Analyst Price Target has significantly risen from $58.25 to $64.08.
- The Future P/E for TPG has significantly fallen from 40.26x to 12.73x.
- The Net Profit Margin for TPG has significantly risen from 37.28% to 50.24%.
Disclaimer
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