Update shared on27 Aug 2025
Fair value Increased 1.15%Analysts have raised TPG’s price target slightly to $64.82, citing strong structural growth opportunities, an attractive setup in alternative asset management, and compelling valuation relative to its high-teens fee-related earnings growth outlook through 2027.
Analyst Commentary
- Bullish analysts highlight long-term structural growth opportunities for TPG in private wealth, credit, insurance, and capital markets.
- The setup in the alternative asset manager space is viewed as attractive for new investments.
- TPG is considered a "quality play" on a cyclical recovery in private equity.
- Several pathways for TPG to achieve high-teens fee-related earnings growth through 2027 are identified.
- TPG's current valuation is seen as especially attractive relative to its growth prospects.
What's in the News
- TPG is in advanced talks to acquire a significant stake in U.K.-based digital banking services platform Tide, with the anticipated valuation of Tide at no less than $1 billion and existing investors expected to sell shares to TPG (Sky News/Key Developments, 30 July & 28 July 2025).
- TPG is evaluating a possible sale of XCL Education, a Singapore-based school operator with 17 campuses across Southeast Asia, which could be valued at up to $1.5 billion; financial advisers have been engaged, but the outcome remains uncertain (Bloomberg, 25 August 2025).
- TPG, alongside other private equity firms, has entered initial or advanced stages of M&A discussions involving medical device manufacturer Sensa Core (potential ~$300M valuation), fund services business IQ-EQ (amounting to ~$5.9B), and is also exploring medical and tech sector deals with Relisys Medical Devices, Tessolve Semiconductor, and share sales in Sai Life Sciences and Tata Technologies (Key Developments, June–July 2025).
- TPG and Aquarian submitted offers above market value for Brighthouse Financial in the final bidding round, but TPG ultimately did not submit a final bid as the process concluded with Aquarian in exclusive acquisition talks (Financial Times/Key Developments, 24 & 15 July 2025).
- TPG has declared a quarterly dividend of $0.59 per Class A common share, payable on September 2, 2025, to shareholders of record as of August 18, 2025 (Key Developments, 6 August 2025).
Valuation Changes
Summary of Valuation Changes for TPG
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $64.08 to $64.82.
- The Future P/E for TPG has significantly risen from 12.73x to 17.88x.
- The Net Profit Margin for TPG has significantly fallen from 50.24% to 36.53%.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.