Little Excitement Around TPG Inc.'s (NASDAQ:TPG) Revenues As Shares Take 26% Pounding
TPG Inc. (NASDAQ:TPG) shares have fallen 26% in the last month and 17% over the past year, leading to a low price-to-sales (P/S) ratio of 1.6x compared to the industry average. While the company has shown strong past revenue growth of 33% in the last year, analysts forecast a 46% revenue decrease for the coming year, which explains the market's lack of enthusiasm and the low P/S ratio. This pessimistic outlook on future revenue growth suggests that the current low P/S ratio might accurately reflect investor sentiment and could continue to limit share price appreciation.
Jackson Financial Inc. And TPG Inc. Announce Launch Of Long-Term Strategic Partnership
Jackson Financial Inc. (NYSE: JXN) and TPG Inc. (NASDAQ: TPG) have officially launched their previously announced long-term strategic partnership. This collaboration includes a $500 million common equity investment from TPG to accelerate Jackson's growth, and a non-exclusive investment management arrangement for TPG to provide investment capabilities. Both companies expressed excitement about the partnership, highlighting its potential to enhance competitiveness, drive growth, and deliver value to stakeholders and clients.
Jackson Financial Inc. and TPG Inc. Announce Launch of Long-Term Strategic Partnership
Jackson Financial Inc. and TPG Inc. have officially launched their strategic partnership, including a $500 million common equity investment from TPG into Jackson to boost Jackson's growth strategy in spread-based businesses and facilitate innovative insurance solutions. This collaboration also establishes a long-term investment management arrangement where TPG will provide Investment Grade Asset Based Finance and Direct Lending capabilities. Both companies expressed enthusiasm for the partnership, emphasizing shared goals of innovation, disciplined execution, and delivering value to clients and stakeholders.
TPG Inc. Posts Record Fundraising, Confident 2026 Outlook
TPG Inc.'s Q4 earnings call highlighted record fundraising of $51 billion in 2025 and a confident outlook for 2026, with expectations to surpass $50 billion again. The firm also saw record capital deployment, growing assets under management to $303 billion, and expanding fee-related revenue and margins, despite acknowledging some investor skepticism around direct lending and short-term cost pressures. Management emphasized strong portfolio performance, significant dry powder, and rapid growth in private wealth offerings, underscoring the firm's robust growth trajectory.
How To YieldBoost TPG To 14.8% Using Options
This article explains how shareholders of Tpg Inc - Class A (TPG) can achieve a 14.8% annualized rate of return, combining their 4.5% dividend yield with a 10.3% "YieldBoost" by selling January 2027 covered calls at the $62.50 strike price. The strategy involves evaluating the stock's historical volatility and fundamental analysis to weigh the reward against the risk of the stock being called away if it rises above the strike price.
TPG (TPG) EPS Breakout To US$0.50 Tests Bullish Profitability Narratives
TPG (TPG) has reported strong Q4 FY 2025 results with basic EPS of US$0.50 and trailing twelve-month revenue reaching US$4.7 billion. Despite analysts forecasting earnings growth, there are concerns about projected revenue declines, a high P/E ratio of 45.6x, and weak dividend coverage at a 3.16% yield. The article discusses how these results challenge and support differing narratives regarding TPG's profitability and valuation.
TPG Launches Third Wave Insurance As Earnings Mix Evolves
TPG Inc. has launched Third Wave Insurance, a new retail insurance brokerage platform led by Brian Bair and formed in partnership with Palmer & Cay. This move diversifies TPG's business beyond traditional alternative asset management, aligning it more closely with diversified peers and potentially impacting its earnings mix, risk profile, and recurring revenue streams. The launch presents both expansion opportunities for long-duration, fee-based earnings and challenges related to execution complexity, competition, and regulatory compliance.
TPG expects 2026 capital raising to exceed $50B while scaling fee-related earnings and private wealth expansion
TPG Inc. is projecting its fundraising for 2026 to surpass $50 billion, driven by its strategic focus on expanding fee-related earnings and its private wealth initiatives. The company's future growth is expected to come from scaling these key areas.
Is TPG’s (TPG) Tech-Driven Insurance Push Reframing Its Core Value-Creation Playbook?
TPG Inc. has launched Third Wave Insurance, a new technology-focused retail insurance brokerage, partnering with Palmer & Cay. This initiative aims to build a modern insurance distribution platform, integrating digital tools with established regional expertise. While this move is seen as a brand and capability builder rather than an immediate earnings catalyst, it introduces a new execution risk for TPG as it builds a tech-enabled platform from scratch.
RSI Alert: Tpg Now Oversold
TPG Inc. (Symbol: TPG) has fallen into oversold territory with an RSI of 26.1, suggesting a potential entry point for investors. The stock's current annualized dividend yield is 3.21% based on a share price of $56.09. This technical indicator, coupled with the dividend yield, may make TPG an attractive option for bullish dividend investors.
TPG-Backed Captive Reinsurer And Earnings Beat Might Change The Case For Investing In JXN
Jackson Financial (JXN) recently reported Q3 2025 results that exceeded analyst expectations for earnings and revenue. The company also announced a US$500 million equity investment from TPG Inc. for a new captive reinsurer in Michigan, aiming to make its annuities business more predictable through disciplined balance sheet management and reinsurance. This move could influence Jackson Financial's capital strength, earnings quality, and the sustainability of its dividends and buybacks, though it also introduces new complexities and regulatory risks.
Is It Time To Reassess TPG (TPG) After Recent Share Price Pullback?
This article analyzes TPG (TPG) after a recent share price pullback, noting a 94.4% gain over three years despite short-term declines. Using Excess Returns and Price-to-Earnings models, Simply Wall St assesses TPG as overvalued by 17.2% and expensive compared to its industry and fair ratio, respectively. The article introduces "Narratives" as a way for investors to personalize their valuation outlook.
Assessing Whether TPG (TPG) Shares Look Slightly Overvalued After Recent Performance Shifts
TPG (TPG) shares are currently trading at $67.27, which is slightly above the estimated fair value of $66.00, suggesting they may be overvalued. Despite a strong 135.12% three-year shareholder return, recent momentum has eased, and analysts project a 16.5% annual revenue decrease for the next three years, though profit margins are expected to increase significantly. The P/S ratio of 2.4x is below the industry average but above the fair ratio indicated by regression analysis, presenting a nuanced picture of its valuation.
Jackson Financial Inc. and TPG Inc. Announce Long-Term Strategic Partnership
Jackson Financial Inc. (NYSE: JXN) and TPG Inc. (NASDAQ: TPG) have announced a long-term strategic partnership aimed at expanding Jackson's annuity product sales and enhancing profitability. TPG will provide a $500 million common equity investment in Jackson, and Jackson will receive $150 million in TPG common stock. The partnership involves establishing Hickory Re, a captive reinsurer, and leveraging TPG's private credit platform alongside Jackson's subsidiary PPM America, Inc.'s investment management capabilities.
Why TPG (TPG) Is Up 8.3% After Striking A $20 Billion Jackson Asset Partnership
TPG Inc. saw an 8.3% increase in its stock price after announcing a significant long-term investment management partnership with Jackson Financial Inc. This deal involves TPG managing at least $12 billion of Jackson's assets, targeting $20 billion, along with a $500 million equity investment in Jackson and $150 million in TPG stock issued to Jackson. The partnership strengthens TPG's position in fee-based income from insurance and credit, though investors are still advised to consider the risks associated with industry-wide fundraising slowdowns and AUM growth.
Jackson Financial Inc. and TPG Inc. Announce Long-Term Strategic Partnership
Jackson Financial Inc. and TPG Inc. have formed a long-term strategic partnership, with TPG making a $500 million common equity investment in Jackson and Jackson receiving $150 million in TPG common stock. This collaboration aims to enhance Jackson's investment capabilities through TPG's Investment Grade Asset Based Finance and Direct Lending expertise, supporting the growth of Jackson's fixed and fixed index annuity sales and increasing profitability and value for stakeholders. The partnership also involves the establishment of Hickory Re, a new Michigan-based captive reinsurer, capitalized by TPG's investment and Jackson's excess cash.
Penticton Herald: Finance - Jackson Financial Inc. and TPG Inc. Announce Long-Term Strategic Partnership
Jackson Financial Inc. (NYSE: JXN) and TPG Inc. (NASDAQ: TPG) have formed a long-term strategic partnership to expand Jackson’s annuity sales and enhance profitability. TPG will make a $500 million common equity investment in Jackson, and Jackson will receive $150 million in TPG common stock. The partnership involves TPG providing Investment Grade Asset Based Finance and Direct Lending investment capabilities to complement Jackson’s subsidiary, PPM America, Inc., and will support the capitalization of Jackson’s new captive reinsurer, Hickory Re, to drive growth in fixed and fixed index annuity products.
TPG Inc. approves long-term equity awards for CEO and senior executives
TPG Inc. announced long-term incentive awards for its CEO, Jon Winkelried, and other senior executives, including CFO Jack Weingart and COO Anilu Vazquez-Ubarri. The awards, granted in restricted stock units (RSUs), have specific vesting schedules contingent on continued service and include provisions for various termination scenarios. These grants follow recent financial performance reports and strategic ventures, such as a new AI data center joint venture and a significant real estate CLO closing.
TPG Inc. approves long-term equity awards for CEO and senior executives
TPG Inc. announced long-term equity incentive awards for its CEO, Jon Winkelried, valued at $25 million in restricted stock units (RSUs). Similar awards were also approved for CFO Jack Weingart ($7.5 million) and COO Anilu Vazquez-Ubarri ($5 million), all granted on January 13, 2026, with multi-year vesting schedules. These awards are contingent on continued service and subject to the company's recoupment policies.
TPG Inc. approves long-term equity awards for CEO and senior executives
TPG Inc. announced that its independent Compensation Committee approved long-term equity awards for CEO Jon Winkelried, CFO Jack Weingart, and COO Anilu Vazquez-Ubarri. The awards, in the form of restricted stock units (RSUs), are intended to incentivize continued service and have specific vesting schedules and forfeiture conditions. These executive compensation decisions come as TPG navigates recent financial results and strategic initiatives, including a new joint venture with Tata Consultancy Services and a $1.1 billion commercial real estate collateralized loan obligation.
Analysts Offer Insights on Financial Companies: TPG (TPG), Voya Financial (VOYA) and Itau Unibanco (ITUB)
Analysts from Bank of America Securities and J.P. Morgan have provided insights into several financial companies. Craig Siegenthaler maintained a Buy rating on TPG, Joshua Shanker maintained a Sell rating on Voya Financial, and Mario Pierry maintained a Buy rating on Itau Unibanco. The article includes analyst ratings, price targets, and success rates for each company.
BETA Technologies, Inc. Prices Upsized Initial Public Offering
BETA Technologies, Inc. announced the pricing of its upsized initial public offering of 29,852,941 shares of Class A common stock at $34.00 per share. The company also granted underwriters a 30-day option to purchase additional shares. The shares are expected to begin trading on the NYSE under the symbol “BETA” on November 4, 2025, with the offering closing on November 5, 2025.
TPG Inc. Reports Strong Q3 2025 Results
TPG Inc. announced strong Q3 2025 earnings, highlighting robust capital formation of over $18 billion and a record deployment of nearly $15 billion, a 70% increase year-over-year. The alternative asset management firm also declared a quarterly dividend of $0.45 per share for its Class A common stock. Management remains optimistic about future growth, citing scale and diversification as key drivers for long-term shareholder value.
TPG Inc. Declares Quarterly Dividend on Class A Common Stock, Payable on December 1, 2025
TPG Inc. has announced a quarterly dividend of $0.45 per share for its Class A common stock. The dividend will be paid on December 1, 2025, to shareholders of record as of November 14, 2025. This declaration provides key financial information for investors tracking TPG Inc. (TPG).
TPG Inc (NASDAQ:TPG) Reports Mixed Q3 2025 Results, Misses on Revenue and Earnings
TPG Inc. (NASDAQ: TPG) reported mixed financial results for Q3 2025, with revenue of $509.4 million and EPS of $0.53, both missing analyst estimates. Despite the financial misses, the alternative asset manager highlighted strong operational performance, including raising over $18 billion and deploying nearly $15 billion in capital, a 70% year-over-year increase. The market reacted negatively to the earnings and revenue miss, leading to a decline in pre-market trading, although management remains optimistic about future growth.
Earnings call transcript: TPG Q3 2025 results miss forecasts, stock falls
TPG Inc. reported Q3 2025 earnings that missed analyst expectations, with EPS of $0.53 against a forecast of $0.57 and revenue of $509.4 billion compared to the expected $540.03 million. This resulted in a significant stock decline. Despite the earnings miss, the company highlighted strong growth in assets under management (AUM), increased capital formation, and strategic initiatives, including expansion into private wealth and credit platforms, and optimistic outlook for robust fundraising in 2026.
TPG Reports Third Quarter 2025 Results
TPG Inc. reported strong third quarter 2025 results, demonstrating momentum with robust capital formation, a record quarter for deployment, and strong investment performance. The firm raised over $18 billion in capital and deployed nearly $15 billion, a 70% increase year-over-year. TPG also declared a quarterly dividend of $0.45 per share of Class A common stock.
GrowthCap’s Top 25 Software Investors of 2022
GrowthCap announced its Top 25 Software Investors of 2022, recognizing individuals who demonstrated exceptional performance in a challenging economic environment. Nominees were evaluated based on feedback from colleagues, portfolio company CEOs, and peers, along with deal experience, recent investments, exits, leadership, and unique capabilities. The list highlights leading investors from prominent firms like TPG, TA Associates, General Atlantic, and Thoma Bravo, showcasing their significant contributions to the software investment landscape.
TPG Reports Strong Q1 2025 Results
TPG Inc. reported strong financial results for Q1 2025, highlighting the resilience of its business with $57 billion in investment capital ready for deployment. The global investment firm also announced its agreement to acquire Peppertree Capital Management, specializing in digital infrastructure, and declared a quarterly dividend of $0.41 per share. CEO Jon Winkelried emphasized that market dislocations often present the best investment opportunities.
Altus Power Stockholders Approve Agreement to be Acquired by TPG
Altus Power, Inc. (NYSE: AMPS) announced that its stockholders have approved the definitive agreement for the company to be acquired by TPG through its TPG Rise Climate Transition Infrastructure strategy. Stockholders will receive $5.00 in cash per share, and the transaction is expected to close on April 16, 2025, subject to customary closing conditions. This acquisition aims to unlock significant value for stockholders and enable Altus Power to continue its growth in providing sustainable power solutions.
Major Solar Acquisition: TPG Pays Massive 66% Premium for Altus Power in $2.2B Takeover
Altus Power (NYSE: AMPS) announced its acquisition by TPG through its TPG Rise Climate Transition Infrastructure strategy for $5.00 per share in an all-cash transaction, valuing the company at approximately $2.2 billion including debt. This represents a 66% premium to Altus Power’s unaffected closing price and will result in Altus Power becoming a privately-held company. The partnership is expected to enhance Altus Power's ability to expand access to clean electric power for both commercial and Community Solar customers and accelerate its operational scaling.
TPG Inc: director Messemer sells $101k in shares
TPG Inc. director Deborah M. Messemer sold 1,796 shares of Class A Common Stock for $101,148 on July 16, 2025, at a weighted average price of $56.3187. This transaction follows her acquisition of 2,762 shares of restricted stock units on July 15, 2025. The article also highlights TPG's recent acquisition of remaining DIRECTV stake, TPG Rise Climate's acquisition of a majority stake in Aurora Energy Research, and an outperform rating from Wolfe Research.
TD Asset Management Inc Buys 107,744 Shares of TPG Inc. $TPG - MarketBeat
TD Asset Management Inc significantly increased its stake in TPG Inc. by purchasing an additional 107,744 shares, bringing its total ownership to 256,344 shares valued over $13 million. Other institutional investors also adjusted their holdings in TPG. The article details TPG's stock performance, recent earnings, dividend increase, and updated price targets from various brokerage firms.
TPG Inc. $TPG Position Trimmed by William Blair Investment Management LLC
William Blair Investment Management LLC has reduced its stake in TPG Inc. by 1.8%, now holding 1.74 million shares valued at $91.4 million. Despite the trim, analysts maintain a "Moderate Buy" consensus rating with a target price of $64.50, and TPG recently increased its quarterly dividend to $0.59 per share, offering a 4.3% yield. Other hedge funds have also adjusted their positions in TPG, which recently beat earnings estimates and saw an 8.9% increase in revenue year-over-year.
TPG RE Finance Trust, Inc. Announces Third Quarter 2025 Earnings Release and Conference Call Dates - MarketScreener
TPG RE Finance Trust, Inc. announced that it will release its third-quarter 2025 financial results and file its Form 10-Q after market close on Tuesday, October 28, 2025. The company will host a conference call and webcast to discuss these results on Wednesday, October 29, 2025, at 9:00 a.m. ET. Replay information for the call and webcast details are provided for interested investors and parties.
JLL arranges $65.4M financing for Class A industrial facility in Northern New Jersey
JLL has successfully arranged $65.4 million in financing for a Class A industrial facility located in Northern New Jersey. The article mentions the involvement of Stonemont Financial Group and TPG, indicating key players in the transaction.
Blackstone and TPG Eye Hologic Acquisition: Latest Updates
Private equity firms Blackstone and TPG have reportedly renewed their interest in acquiring medical device maker Hologic, following an earlier declined $16 billion non-binding offer. This renewed interest was confirmed by a source close to the transaction and comes after an initial report by Bloomberg News. The firms are keen on purchasing Hologic, highlighting a continued pursuit in the medical device sector.
A Look at TPG (TPG) Valuation After Major Earnix Investment Spurs Growth in Insurtech
TPG (TPG) has made a significant investment in Insurtech company Earnix, signaling its strategic focus on innovative sectors. While the prevailing narrative suggests TPG is undervalued with a fair value of $64.82, a DCF model presents a more cautious outlook, finding the stock overvalued. This discrepancy highlights the varied perspectives on TPG's future valuation and risks.
Broad Street Development and TPG Angelo Gordon Complete Acquisition of Tribeca Property 139 Franklin Street Residential Conversion Planned
Broad Street Development and TPG Angelo Gordon have acquired 139 Franklin Street, a historic Tribeca building, with plans to convert it into a luxury residential property. The redevelopment aims to maintain the building's architectural integrity while creating modern, spacious residences under BSD's "Broad Street Bespoke" brand. This project marks the beginning of several new residential redevelopments for BSD, leveraging their experience in repositioning properties in historic Manhattan neighborhoods.
JLL Capital Markets arranges $352.7M financing for Fundrise National Industrial Portfolio
JLL Capital Markets has secured a $352.7 million financing package for the Fundrise National Industrial Portfolio, comprising 12 industrial buildings totaling 3.18 million square feet across various U.S. high-growth markets. The loan was obtained from Goldman Sachs and TPG Real Estate Credit for affiliate funds of Fundrise. These institutional-quality assets are strategically located in key logistics corridors in the Mid-Atlantic and Sunbelt regions, benefiting from strong industrial sector tailwinds.
Why TPG (TPG) Is Up 10.5% After Earnings Beat and New Private Markets Fundraising Progress
TPG Inc. reported strong Q2 2025 earnings, achieving a turnaround to US$14.94 million in net income and US$920.54 million in revenue, leading to a 10.5% stock increase. The firm is actively investing in high-growth sectors and successfully completed the first close of its second GP-led vehicle at US$1.3 billion, highlighting continued investor interest despite cautious private market sentiment. Despite robust fundraising and revenue growth, analysts project a 15.4% annual revenue decline but an $835.6 million earnings increase by 2028, with current fair value estimates suggesting a 4% upside.
News | Investment firm TPG, with $13 billion to spend, buys two New York office towers
Alternative asset manager TPG, with approximately $13 billion for commercial real estate investments, has acquired two adjacent high-quality office towers in a prime New York City submarket. This acquisition is part of TPG's strategy to capitalize on market dislocation, having deployed $1.53 billion into real estate in the second quarter. The firm sees a growing pipeline of attractive investment opportunities and noted strong performance in its existing data center, industrial, and residential investments.
TPG Reports Second Quarter 2025 Results
TPG Inc. reported outstanding unaudited second quarter 2025 results, with Distributable Earnings increasing 26% year-over-year and their second highest fundraising quarter ever. The global alternative asset management firm declared a record quarterly dividend of $0.59 per share and is entering the second half of the year with significant momentum across its platforms. TPG will host a conference call and live webcast to discuss these results.
Elite to Be Acquired by Francisco Partners From Thomson Reuters, TPG
Francisco Partners will acquire Elite from Thomson Reuters and TPG. Francisco Partners has a history of investing in legal technology companies, including Aderant and LegalZoom. The acquisition signals continued investment and consolidation within the legal tech sector.
TPG Inc. board approves $50 million equity award for founder James Coulter
TPG Inc.'s board of directors has approved a significant long-term performance incentive award for founder and chairman James Coulter, valued at $50 million. This award, consisting of restricted and performance-based stock units, is designed to vest over several years, tied to continued service and specific stock price milestones. The announcement comes as TPG Inc. also makes headlines for its completed acquisition of DIRECTV and positive analyst ratings.
Broad Street Development pays $44M for Tribeca conversion opportunity
Broad Street Development, in a joint venture with TPG Angelo Gordon, has acquired a 10-story self-storage facility at 139 Franklin St. in Tribeca for $43.5 million. JLL Capital Markets arranged the sale from the Sofia family. The building, originally constructed in 1915, is slated for residential conversion, offering a unique opportunity in a market with limited development potential, despite not qualifying for the new 467m tax incentive.
TPG-owned digital engineering company Altimetrik to acquire SLK Software for $600 million
Altimetrik, an AI, data, and digital engineering solutions company, is set to acquire SLK Software, a global technology services firm, for $600 million. This acquisition will strengthen Altimetrik's end-to-end enablement services, expand its customer reach, and help it accelerate towards a goal of $1 billion in annual revenue. The combined entity will employ over 10,000 professionals and serve more than 150 global businesses, including Fortune 500 companies.
Implant maker Exactech may conclude bankruptcy without TPG settlement
Exactech, a medical implant maker currently in bankruptcy, has abandoned plans to protect its owner TPG from lawsuits alleging defective knee implants. The company will now pursue a bankruptcy plan that does not resolve TPG's liability, a move prompted by creditor resistance. This decision allows lawsuits against TPG to proceed, reflecting a trend of greater difficulty for wealthy corporate owners to shield themselves from litigation through subsidiary bankruptcies.
LEG buys 170-unit Long Branch rental property with $122 million equity, debt deal
Lincoln Equities Group has acquired Ocean Gate, a 170-unit luxury multifamily property in Long Branch, through a $121.5 million equity and financing deal involving Walker & Dunlop, RWN Real Estate Partners, Avenue Realty Capital, and TPG Real Estate Credit. Originally designed as condominiums, the property currently operates as rentals, but LEG plans to market the units for sale. The acquisition highlights the strong demand for housing in Monmouth County, especially given the proximity to new developments like Netflix's East Coast campus and expanded medical facilities.
TPG Stock Price, News & Analysis
TPG Inc. (NASDAQ: TPG) is a global alternative asset management firm founded in 1992, specializing in private equity, impact, credit, real estate, and market solutions. The company trades on the Nasdaq Global Select Market and has a market capitalization of $9.6 billion. Recent activities include a strategic partnership with Jackson Financial Inc. and regular updates through SEC filings, detailing financial results, corporate actions, and dividend declarations from associated entities like TPG RE Finance Trust and TPG Mortgage Investment Trust, Inc.
