TPG Reports Record Capital Raising and Deployment in 2025 Earnings Call
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2d ago
0mins
Should l Buy TPG?
Source: seekingalpha
- Record Capital Raising: TPG successfully raised $51 billion in 2025, marking a 71% increase over 2024, which not only highlights the company's strong performance in capital markets but also lays a solid foundation for future investment opportunities.
- Significant Growth in Management Fees: Management fees reached $475 million in Q4, an 18% year-over-year increase, reflecting the firm's ongoing expansion and profitability in asset management, which is expected to further drive overall revenue growth.
- Strategic Partnerships and Acquisitions: TPG's acquisition of Peppertree enhances its digital infrastructure capabilities, while a long-term strategic partnership with Jackson Financial is anticipated to provide new revenue streams and competitive advantages in the market.
- Optimistic Future Outlook: Management expects capital raising in 2026 to exceed $50 billion, with plans for growth in real estate, credit, and private wealth channels, demonstrating the company's confidence in future market opportunities and strategic positioning.
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Analyst Views on TPG
Wall Street analysts forecast TPG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TPG is 70.10 USD with a low forecast of 55.00 USD and a high forecast of 82.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
10 Analyst Rating
7 Buy
3 Hold
0 Sell
Moderate Buy
Current: 53.540
Low
55.00
Averages
70.10
High
82.00
Current: 53.540
Low
55.00
Averages
70.10
High
82.00
About TPG
TPG Inc. is an alternative asset management company. The Company invests in a diversified set of strategies, including private equity, impact, credit, real estate, and market solutions. It consists of multi-strategy investment platforms: Capital, Growth, Impact, TPG Angelo Gordon, Real Estate, and Market Solutions. Its Capital platform focuses on control-oriented private equity investments. Its Capital platform products include TPG Capital, and TPG Healthcare Partners. Its Growth platform products include TPG Growth and TPG Digital Media. Its Impact platform products include The Rise Funds and TPG NEXT. Its TPG Angelo Gordon platform products include TPG AG Credit Solutions and TPG AG Net Lease. Its Real Estate platform products include TPG Real Estate Partners and Real Estate Credit. Its Market Solutions products include Public Market Investing and Capital Markets. Its TPG Peppertree focuses on wireless communications towers and related critical communications assets.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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