TPG Beheer
Beheer criteriumcontroles 3/4
De CEO TPG is Jon Winkelried, benoemd in May2021, heeft een ambtstermijn van 34.33 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 29.90M, bestaande uit 1.7% salaris en 98.3% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 1.27% van de aandelen van het bedrijf, ter waarde $ 219.01M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 4.1 jaar en 19.3 jaar.
Belangrijke informatie
Jon Winkelried
Algemeen directeur
US$29.9m
Totale compensatie
| Percentage CEO-salaris | 1.67% |
| Dienstverband CEO | 5yrs |
| Eigendom CEO | 1.3% |
| Management gemiddelde ambtstermijn | 4.1yrs |
| Gemiddelde ambtstermijn bestuur | 19.3yrs |
Recente managementupdates
Recent updates
Analyse-update • 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.Analyse-update • 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.
Analyse-update • 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.
Analyse-update • 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.Analyse-artikel • 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...Analyse-update • 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.Analyse-update • 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 AlphaAnalyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-update • 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.Analyse-artikel • 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...Analyse-update • 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 AlphaSeeking 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 AlphaAnalyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$90m |
| Dec 31 2025 | US$30m | US$500k | US$124m |
| Sep 30 2025 | n/a | n/a | US$62m |
| Jun 30 2025 | n/a | n/a | US$16m |
| Mar 31 2025 | n/a | n/a | US$10m |
| Dec 31 2024 | US$33m | US$500k | -US$307k |
| Sep 30 2024 | n/a | n/a | -US$3m |
| Jun 30 2024 | n/a | n/a | US$10m |
| Mar 31 2024 | n/a | n/a | US$64m |
| Dec 31 2023 | US$199m | US$510k | US$71m |
| Sep 30 2023 | n/a | n/a | US$103m |
| Jun 30 2023 | n/a | n/a | US$121m |
| Mar 31 2023 | n/a | n/a | US$79m |
| Dec 31 2022 | US$34m | US$512k | US$87m |
| Sep 30 2022 | n/a | n/a | US$2b |
| Jun 30 2022 | n/a | n/a | US$2b |
| Mar 31 2022 | n/a | n/a | US$2b |
| Dec 31 2021 | US$20m | US$700k | US$0 |
| Sep 30 2021 | n/a | n/a | US$608m |
| Dec 31 2020 | US$9m | US$700k | US$732m |
Compensatie versus markt: De totale vergoeding ($USD 29.90M ) Jon } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.74M ).
Compensatie versus inkomsten: De vergoeding van Jon is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Jon Winkelried (65 yo)
5yrs
Tenure
US$29,897,761
Compensatie
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Founder & Executive Chairman | 34.3yrs | US$72.75m | 1.48% $ 255.7m | |
| CEO & Director | 5yrs | US$29.90m | 1.27% $ 219.0m | |
| President & Director | 34.3yrs | US$14.80m | 0.32% $ 54.8m | |
| Chief Financial Officer | 4.8yrs | US$17.96m | 0.43% $ 73.8m | |
| Corporate Secretary | 1.2yrs | US$14.40m | 0.015% $ 2.6m | |
| COO & Director | 2.7yrs | US$10.61m | 0.14% $ 24.5m | |
| Chief Accounting Officer | no data | geen gegevens | 0.013% $ 2.3m | |
| Head of Investor Relations | no data | geen gegevens | geen gegevens | |
| Chief Compliance Officer | no data | geen gegevens | 0.0073% $ 1.3m | |
| Global Head of Human Resources | 2.7yrs | geen gegevens | geen gegevens | |
| Managing Partner | 2.7yrs | geen gegevens | 0.89% $ 154.3m | |
| Partner | 4.1yrs | geen gegevens | geen gegevens |
4.1yrs
Gemiddelde duur
52yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van TPG wordt beschouwd als ervaren (gemiddelde ambtstermijn 4.1 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Founder & Executive Chairman | 34.3yrs | US$72.75m | 1.48% $ 255.7m | |
| CEO & Director | 34.3yrs | US$29.90m | 1.27% $ 219.0m | |
| President & Director | 34.3yrs | US$14.80m | 0.32% $ 54.8m | |
| COO & Director | no data | US$10.61m | 0.14% $ 24.5m | |
| Managing Partner | no data | geen gegevens | 0.89% $ 154.3m | |
| Director | 34.3yrs | geen gegevens | 0.46% $ 79.1m | |
| Independent Director | 4.3yrs | US$339.73k | 0.017% $ 3.0m | |
| Director | 2.4yrs | geen gegevens | 0.076% $ 13.2m | |
| Director | 2.4yrs | geen gegevens | 1.33% $ 230.0m | |
| Director | 34.3yrs | geen gegevens | 0.028% $ 4.8m | |
| Independent Director | 4.3yrs | US$349.73k | 0.0088% $ 1.5m | |
| Independent Director | 3.8yrs | US$349.73k | 0.022% $ 3.8m |
19.3yrs
Gemiddelde duur
57.5yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van TPG zijn ervaren en ervaren (gemiddelde ambtstermijn van 19.3 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/07 11:19 |
| Aandelenkoers aan het einde van de dag | 2026/05/07 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
TPG Inc. wordt gevolgd door 21 analisten. 7 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Benjamin Budish | Barclays |
| Brennan Hawken | BMO Capital Markets Equity Research |
| Arnaud Maurice Giblat | BNP Paribas |