First Trust Advisors LP boosted its stake in TPG Inc. (NASDAQ: TPG) by 262.0% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 747,913 shares of the company's stock after purchasing an additional 541,304 shares during the quarter. First
TPG Telecom Limited (TPGTF) Q4 2025 Earnings Call Transcript
TPG Mortgage Investment Trust baby bonds MITN and MITP offer similar 9.5% coupons, but MITN carries greater call risk. I favor MITP over MITN due to reduced call risk, despite nearly identical yield-to-maturity and price levels. Both baby bonds trade slightly above call value, reflecting market confidence in MITT's ability to repay debt despite past equity destruction.
TPG Inc. (TPG) Presents at Bank of America Financial Services Conference 2026 Transcript
TPG Inc. (TPG) Q4 2025 Earnings Call Transcript
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