Could Leadership Transition at EQT (OM:EQT) Shape Its Long-Term Global Growth Ambitions?

• In recent news, EQT AB announced that Conni Jonsson will step down as Chairperson at the May 2026 Annual Shareholders' Meeting, with the Nomination Committee proposing Jean Eric Salata as his successor and Jonsson remaining involved as Honorary Chair and Founder.
• This leadership transition comes as EQT reports strong third-quarter fundraising and exit activity, along with recent expansions in U.S. and European real estate investments.
• We'll examine how EQT's robust global fundraising and leadership continuity may influence its long-term growth and investment outlook.

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EQT Investment Narrative Recap

To own EQT stock, you need to believe in the continued global shift toward private markets and the firm’s ability to drive long-term growth through fundraising and international expansion. The announcement of Conni Jonsson stepping down as Chairperson, while suggesting stability through his ongoing involvement, does not appear to materially change the most important near-term catalyst, institutional capital raising, or the biggest risk: execution challenges from leadership and organizational changes. The succession plan signals continuity, minimizing uncertainty around board transitions.

In this context, EQT’s strong third-quarter fundraising progress, especially in new evergreen and private wealth products, reinforces the company’s efforts to tap growing global allocations to private capital. Sustained momentum in inflows, paired with consistent exit activity, remains vital as the business navigates both opportunities and risks tied to operational complexity and leadership moves.

However, with ongoing leadership transitions, it is just as important for investors to stay alert to execution risks that could emerge if...

Read the full narrative on EQT (it's free!)

EQT's narrative projects €4.0 billion revenue and €1.9 billion earnings by 2028. This requires 14.2% yearly revenue growth and a €1.06 billion earnings increase from €840.3 million.

Uncover how EQT's forecasts yield a SEK373.79 fair value, a 19% upside to its current price.

Exploring Other Perspectives

Seven Simply Wall St Community members estimate EQT’s fair value across a wide range from SEK40.55 to SEK405.52. While some expect outsized growth, upcoming organizational changes could influence the firm’s ability to maintain robust fundraising and earnings momentum.

Explore 7 other fair value estimates on EQT - why the stock might be worth as much as 29% more than the current price!

Build Your Own EQT Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your EQT research is our analysis highlighting 3 key rewards that could impact your investment decision.
• Our free EQT research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate EQT's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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