TPG Inc.

NasdaqGS:TPG 株式レポート

時価総額:US$16.0b

TPG マネジメント

マネジメント 基準チェック /34

TPGの CEO はJon Winkelriedで、 May2021年に任命され、 の在任期間は 34.33年です。 の年間総報酬は$ 29.90Mで、 1.7%給与と98.3%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.54%を直接所有しており、その価値は$ 86.08M 。経営陣と取締役会の平均在任期間はそれぞれ4.1年と19.3年です。

主要情報

Jon Winkelried

最高経営責任者

US$29.9m

報酬総額

CEO給与比率1.67%
CEO在任期間5yrs
CEOの所有権0.5%
経営陣の平均在職期間4.1yrs
取締役会の平均在任期間19.3yrs

経営陣の近況

Recent updates

ナラティブの更新 Mar 30

TPG: Capital Markets Recovery And AI Partnerships Will Support Earnings Expansion

Analysts have lowered their average price target on TPG by $12 to reflect reduced earnings assumptions across alternative asset managers and business development company related activities, while still highlighting the firm's private equity track record and earnings profile as key supports for the updated view. Analyst Commentary Recent research on TPG reflects a mix of reduced price targets and ongoing confidence in the business model, with several bullish analysts still highlighting earnings potential and the company’s position within alternative asset management.
ナラティブの更新 Mar 16

TPG: Capital Markets Recovery And Hologic Deal Pipeline Will Drive Earnings Expansion

TPG's analyst fair value estimate has been trimmed from $82 to $80 as analysts factor in assumptions of lower revenue growth and higher future P/E multiples, a trend reflected in a series of reduced price targets across the alternative asset manager group. Analyst Commentary Recent Street research on TPG shows a mix of trimmed targets and supportive ratings, with several bullish analysts still seeing room for execution on growth initiatives and potential upside relative to where the stock trades today.
ナラティブの更新 Mar 02

TPG: Healthcare Deals And AI Selloff Set Up Bullish Repricing Potential

Analysts have trimmed their average price target on TPG from about $62 to roughly $49. The revision reflects updated assumptions for softer revenue growth, slightly lower profit margins and revised earnings expectations across the alternative asset manager group, even as several firms maintain positive ratings on the stock.
ナラティブの更新 Feb 16

TPG: Future Deal Pipeline And M&A Integration Will Drive Performance

The updated analyst price target for TPG moves from $66 to about $68.87, reflecting that analysts are balancing recent target cuts and upgrades with assumptions for a modestly higher fair value, a slightly lower discount rate, and a higher future P/E, even as they factor in softer revenue growth and a small profit margin compression. Analyst Commentary Recent research on TPG reflects a mix of enthusiasm and caution, with several firms adjusting price targets in both directions over a relatively short period.
分析記事 Feb 16

Little Excitement Around TPG Inc.'s (NASDAQ:TPG) Revenues As Shares Take 26% Pounding

TPG Inc. ( NASDAQ:TPG ) shareholders won't be pleased to see that the share price has had a very rough month, dropping...
ナラティブの更新 Feb 02

TPG: Deal Activity And Healthcare Exposure Will Shape Balanced Risk Reward

Narrative Update on TPG The analyst fair value estimate for TPG has been raised from US$55 to US$62, as analysts factor in updated assumptions on discount rate, profit margin and future P/E multiples, alongside a series of recent price target increases and broadly supportive research commentary on the stock. Analyst Commentary Street research on TPG over recent months has leaned supportive, with several firms lifting price targets and maintaining positive ratings.
ナラティブの更新 Jan 19

TPG: Credit Concerns And Healthcare Deal Risk Will Cap Future Upside

Narrative Update: TPG Analysts have lifted their average price targets on TPG by a few dollars into the US$80 range, citing updated assumptions for slightly better revenue trends, a modestly stronger profit margin, a lower future P/E multiple, supportive views on alternative asset managers, and the pending Hologic acquisition. Analyst Commentary Recent Street research around TPG has been active, with several firms adjusting price targets and updating views in light of broader Capital Markets expectations and the pending Hologic acquisition.
Seeking Alpha Jan 14

TPG: Jackson Financial Deal A Positive But Valuation Now Less Compelling (Ratings Downgrade)

Summary TPG Inc. (TPG) is downgraded to Buy from Strong Buy after a 42% total return since May 2025, due in part to reduced relative valuation appeal. The strategic partnership with Jackson Financial adds a minimum of $12B AUM, preserves TPG's capital light business model, and will significantly strengthen TPG's insurance asset management business. TPG shares continue to trade at an attractive valuation relative to the broader market. Private credit fundraising has potential to slow down in the near-term as investors take a wait and see approach following recent headlines. Read the full article on Seeking Alpha
ナラティブの更新 Jan 05

TPG Credit Market Headwinds Will Limit Upside Despite Large Buyout Activity

Analysts have nudged their fair value estimate for TPG higher from $46 to $55, reflecting increased confidence in the company`s ability to convert stronger projected profit margins and a more attractive future P E multiple into shareholder returns, despite modestly higher discount rate assumptions and lingering credit market concerns. Analyst Commentary Recent Street research on TPG presents a mixed picture, with headline price targets remaining comfortably above the current fair value estimate yet showing pockets of caution around execution and market conditions.
ナラティブの更新 Dec 16

TPG Robust Fundraising And Hologic Deal Pipeline Will Drive Earnings Expansion

Our fair value estimate for TPG has increased to $82.00 from $67.89, as analysts highlight robust fundraising, improving investing activity, and a more compelling earnings and margin outlook, even though some firms have slightly tempered their price targets. Analyst Commentary Bullish analysts remain constructive on TPG, citing a combination of robust fundraising trends, improving deployment, and an increasingly supportive earnings profile.
ナラティブの更新 Dec 02

TPG: Ongoing Deal Activity And Fundraising Will Drive Strong Performance Ahead

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.
ナラティブの更新 Nov 17

TPG: Fundraising Momentum And Deal Activity Will Support Outperformance Ahead

Analysts have slightly reduced their price target for TPG, now forecasting a modest decrease. They cite ongoing market challenges but continue to express optimism around fundraising and operational improvements.
ナラティブの更新 Nov 03

TPG: Strong Fundraising And Major Acquisition Will Drive Future Outperformance

Analysts have raised their price targets for TPG, with recent updates moving estimates from $58 to as high as $69 per share. Strong fundraising activity and improving capital market conditions support a positive outlook for the firm.
ナラティブの更新 Oct 20

Institutional Capital Flows Will Unlock Enduring Alternative Market Value

The analyst price target for TPG has been raised by $4 to $69. Analysts cite robust fundraising, improving investment activity, and ongoing strength in product expansion and execution as key drivers behind the updated outlook.
ナラティブの更新 Oct 05

Institutional Capital Flows Will Unlock Enduring Alternative Market Value

Analysts have raised their price target for TPG from $65 to $69, citing robust fundraising, improved investing activity, and strong fundamentals that are driving earnings potential this quarter. Analyst Commentary Bullish Takeaways Analysts have noted robust fundraising and improving investing activity, with TPG seen as poised for one of the strongest quarters among its asset manager peers.
ナラティブの更新 Aug 27

Institutional Capital Flows Will Unlock Enduring Alternative Market Value

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.
分析記事 Aug 09

TPG's (NASDAQ:TPG) Dividend Will Be Increased To $0.59

TPG Inc. ( NASDAQ:TPG ) has announced that it will be increasing its periodic dividend on the 2nd of September to...
ナラティブの更新 Aug 08

Institutional Capital Flows Will Unlock Enduring Alternative Market Value

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.
Seeking Alpha Mar 03

TPG: Now Diversified, With Upside

Summary TPG Inc. has evolved into a more diversified alternative asset manager with $246B AUM and the goal of doubling that to $500B. TPG has expanded in private credit and real assets and is seeing a rising stream of fee-based earnings. TPG offers a higher dividend yield and more favorable valuation multiples than peers like Ares and Blue Owl, making it an attractive option for income and long-term growth. With a current stock price of ~$52 and bullish price targets in the $65–$70 range, I rate TPG a Buy for long-term investors. Read the full article on Seeking Alpha
Seeking Alpha Nov 05

Capture Growth In Alternative Investments With TPG Stock

Summary TPG's outstanding management and successful IPO have driven strong performance, outpacing the S&P500 and supporting further acquisitions with a robust balance sheet. The acquisition of Angelo Gordon has proven accretive, boosting TPG's assets under management to $239 billion. Despite risks from economic shocks and competition, TPG's growth in AUM positions it for continued outperformance and capital appreciation. I rate TPG as a Strong Buy for capital appreciation, with a secondary focus on income. Read the full article on Seeking Alpha

CEO報酬分析

TPG の収益と比較して、Jon Winkelried の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$90m

Dec 31 2025US$30mUS$500k

US$124m

Sep 30 2025n/an/a

US$62m

Jun 30 2025n/an/a

US$16m

Mar 31 2025n/an/a

US$10m

Dec 31 2024US$33mUS$500k

-US$307k

Sep 30 2024n/an/a

-US$3m

Jun 30 2024n/an/a

US$10m

Mar 31 2024n/an/a

US$64m

Dec 31 2023US$199mUS$510k

US$71m

Sep 30 2023n/an/a

US$103m

Jun 30 2023n/an/a

US$121m

Mar 31 2023n/an/a

US$79m

Dec 31 2022US$34mUS$512k

US$87m

Sep 30 2022n/an/a

US$2b

Jun 30 2022n/an/a

US$2b

Mar 31 2022n/an/a

US$2b

Dec 31 2021US$20mUS$700k

US$0

Sep 30 2021n/an/a

US$412m

Dec 31 2020US$9mUS$700k

US$732m

報酬と市場: Jonの 総報酬 ($USD 29.90M ) は、 US市場 ($USD 14.79M ) の同規模の企業の平均を上回っています。

報酬と収益: Jonの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Jon Winkelried (65 yo)

5yrs
在職期間
US$29,897,761
報酬

Mr. Jon Winkelried serves as Independent Director at McAfee Corp. since January 2018 and served as its Independent Chairman. He served as Chief Executive Officer and a Partner of TPG based in San Francisco...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
James Coulter
Founder & Executive Chairman34.3yrsUS$72.75m1.48%
$ 236.4m
Jon Winkelried
CEO & Director5yrsUS$29.90m0.54%
$ 86.1m
Todd Sisitsky
President & Director34.3yrsUS$14.80m0.32%
$ 50.7m
Jack Weingart
Chief Financial Officer4.8yrsUS$17.96m0.43%
$ 68.2m
Jennifer Chu
Corporate Secretary1.2yrsUS$14.40m0.015%
$ 2.4m
Anilu Vazquez-Ubarri
COO & Director2.7yrsUS$10.61m0.14%
$ 22.7m
Martin Davidson
Chief Accounting Officerno dataデータなし0.013%
$ 2.1m
Gary Stein
Head of Investor Relationsno dataデータなしデータなし
Roberta Harris
Chief Compliance Officerno dataデータなし0.0073%
$ 1.2m
Anna Edwin
Global Head of Human Resources2.7yrsデータなしデータなし
Ganendran Sarvananthan
Managing Partner2.7yrsデータなし0.89%
$ 142.7m
Doug Bouquard
Partner4.1yrsデータなしデータなし
4.1yrs
平均在職期間
52yo
平均年齢

経験豊富な経営陣: TPGの経営陣は 経験豊富 であると考えられます ( 4.1年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
James Coulter
Founder & Executive Chairman34.3yrsUS$72.75m1.48%
$ 236.4m
Jon Winkelried
CEO & Director34.3yrsUS$29.90m0.54%
$ 86.1m
Todd Sisitsky
President & Director34.3yrsUS$14.80m0.32%
$ 50.7m
Anilu Vazquez-Ubarri
COO & Directorno dataUS$10.61m0.14%
$ 22.7m
Ganendran Sarvananthan
Managing Partnerno dataデータなし0.89%
$ 142.7m
Kelvin Davis
Director34.3yrsデータなし0.46%
$ 73.1m
Mary Cranston
Independent Director4.3yrsUS$339.73k0.017%
$ 2.8m
Jeffrey Rhodes
Director2.4yrsデータなし0.076%
$ 12.2m
Nehal Raj
Director2.4yrsデータなし1.33%
$ 212.7m
David Trujillo
Director34.3yrsデータなし0.028%
$ 4.5m
Deborah Messemer
Independent Director4.3yrsUS$349.73k0.0088%
$ 1.4m
Gunther Bright
Independent Director3.8yrsUS$349.73k0.022%
$ 3.5m
19.3yrs
平均在職期間
57.5yo
平均年齢

経験豊富なボード: TPGの 取締役会 は経験豊富で 経験豊富 です ( 19.3年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/25 20:35
終値2026/05/22 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

TPG Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。22

アナリスト機関
Benjamin BudishBarclays
Brennan HawkenBMO Capital Markets Equity Research
Arnaud Maurice GiblatBNP Paribas