The private markets firm's chief executive said he sees opportunity in market turmoil.
TPG Inc. (TPG) came out with quarterly earnings of $0.71 per share, beating the Zacks Consensus Estimate of $0.64 per share. This compares to earnings of $0.62 per share a year ago.
TPG Inc. (TPG) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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.
Jackson Financial remains a "Strong Buy," with a compelling value proposition and ~20% upside to a $135 fair value target. The TPG partnership delivers private credit capabilities, a $500 million equity investment, and aligned incentives, enhancing JXN's investment platform and capital flexibility. Hickory Re, the new captive reinsurer, diversifies risk, stabilizes capital, and enables $10 billion–15 billion in additional annuity sales capacity.
TPG Mortgage Investment Trust, previously known as AG Mortgage Investment Trust, has recently increased its dividend following an improvement in underlying profitability. While MITT's payout relative to Q3 2025 distributable earnings now stands at 100%, I see the payout dipping below 95% in 2026 as the Fed finalizes its policy normalization. Aside from an attractive current yield, the shares also trade at a circa 18% book value discount, providing a margin of safety as well as capital gain potential.
TPG Inc. (TPG) Presents at Goldman Sachs 2025 U.S. Financial Services Conference Transcript
Australia's TPG Telecom said on Tuesday a customer died after failing to make emergency triple zero ("000") calls on the company's network from a Samsung device that was operating out-of-date software.
TPG Telecom Limited (OTCPK:TPGTF) Shareholder/Analyst Call November 11, 2025 12:00 AM EST Company Participants Trent Ashley Czinner - Company Secretary and Group Executive of Legal & External Affairs Kin Ning Fok Iñaki Berroeta - CEO, MD & Director Presentation Trent Ashley Czinner Company Secretary and Group Executive of Legal & External Affairs Good morning, everyone. My name is Trent Czinner, and I am the Group Executive, Legal and External Affairs and Company Secretary.
TPG Inc. ( TPG ) Q3 2025 Earnings Call November 4, 2025 11:00 AM EST Company Participants Gary Stein - Head of Investor Relations Jon Winkelried - CEO & Director Jack Weingart - Chief Financial Officer Todd Sisitsky - President, Managing Partner of North America and Head of North American & Europe Private Equity Conference Call Participants Glenn Schorr - Evercore ISI Institutional Equities, Research Division Craig Siegenthaler - BofA Securities, Research Division Kenneth Worthington - JPMorgan Chase & Co, Research Division Alexander Blostein - Goldman Sachs Group, Inc., Research Division Steven Chubak - Wolfe Research, LLC Brian Bedell - Deutsche Bank AG, Research Division Michael Cyprys - Morgan Stanley, Research Division William Katz - TD Cowen, Research Division Presentation Operator Good morning, and welcome to the TPG's Third Quarter 2025 Earnings Conference Call. [Operator Instructions] Please be advised that today's call is being recorded.
TPG Inc. (TPG) came out with quarterly earnings of $0.53 per share, missing the Zacks Consensus Estimate of $0.55 per share. This compares to earnings of $0.45 per share a year ago.
TPG RE Finance Trust trades at a significant discount to book value and is paying out a covered 11% dividend yield. The Series C Preferreds currently yield 8.8% and trade at a 30% discount to liquidation value, providing an attractive risk-reward profile. Despite lower Fed funds rates, TRTX preferreds have dipped versus their year-ago level as long-term Treasury yields remain elevated.