Update shared on 02 Dec 2025
Fair value Increased 0.23%Analysts have modestly increased their fair value estimate for TPG to $66.00, supported by expectations of robust fundraising, improved profit margins, and positive momentum within alternative asset managers.
Analyst Commentary
Recent Street research reflects a mix of optimism and caution regarding TPG's valuation, execution, and growth prospects. The following summarizes key bullish and bearish themes from the latest analyst updates:
Bullish Takeaways- Multiple analysts have raised their price targets, citing robust fundraising and improving investment activity. These factors position TPG well for near-term growth.
- Recent coverage initiations highlight strong execution in both fundraising and product expansion. Asset managers view TPG as having one of the strongest quarters among its peer group.
- Expansion into Wealth Management and the continuing strength of TPG's brand are seen as supporting future growth opportunities beyond the core business.
- Projected upside to consensus earnings estimates supports analyst confidence in TPG's ability to enhance profitability and deliver on growth expectations.
- One major firm lowered its price target, reflecting some caution after the recent quarterly report. However, the firm maintained a positive overall rating.
- Credit market concerns may weigh on near-term valuations for alternative asset managers in general, including TPG.
- Analysts note that while capital markets activity is showing signs of recovery, the sector overall remains sensitive to broader market volatility and economic uncertainty.
What's in the News
- TPG and Blackstone are reportedly in advanced talks to acquire medical device maker Hologic for over $17 billion. A deal may be announced soon, according to Bloomberg.
- Global buyout firms including TPG, KKR, and Warburg Pincus have advanced to the second round of bidding to acquire Hong Kong-based Acclime in a deal that could value the company at over $900 million, as reported by Reuters.
- Shares of Hologic rose sharply after renewed interest in its acquisition by Blackstone and TPG, while both firms continue due diligence and negotiations with Hologic’s board, according to Bloomberg.
- TPG recently declared a quarterly dividend of $0.45 per share of Class A common stock, to be paid in December 2025.
Valuation Changes
- Fair Value Estimate has risen slightly to $66.00 from just under $65.85.
- Discount Rate has decreased marginally to 8.38% from 8.39% previously, reflecting a minimal change in perceived risk.
- Revenue Growth projections remain negative but have improved mildly, rising from -17.63% to -17.45%.
- Net Profit Margin is up slightly to 37.26% from 37.15%, indicating a modest increase in expectations for profitability.
- Future P/E Ratio has fallen minimally to 17.61x from 17.74x, signaling a small change in anticipated earnings multiples.
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