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 has a record level of dry powder that's not yet generating fees. Deployment of this capital has the potential to drive significant earnings growth in 2026. For investors, FRE margin and FAUM conversion are key metrics to watch. Management is targeting ~$450M in incremental FRE by early 2026. Valuation at 23x 2025 earnings appears reasonable and offers double-digit annualized return potential through 2027. The 4% dividend adds to an attractive total return.
TPG Inc. (TPG) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Irth provides cloud software to help energy, utility and telecommunications providers manage risks.
Australia's No. 2 internet provider TPG Telecom said on Tuesday it is investigating a cyber incident where an unknown third party secured unauthorized access to an order management system under its iiNet system.
TPG RE Finance Trust is paying out a double-digit 10.5% dividend yield that was 100% covered by second-quarter distributable earnings. The CRE mREIT saw its book value per share expand by 1 cent sequentially during the second quarter. A material ramp-up in origination volume seen during the second quarter should help drive future gains in book value and help improve coverage.
TPG Inc. (NASDAQ:TPG ) Q2 2025 Earnings Conference Call August 6, 2025 11:00 AM ET Company Participants Gary Stein - Head of Investor Relations Jack Charles Weingart - Chief Financial Officer James George Coulter - Founder & Executive Chairman Jon Winkelried - CEO & Director Conference Call Participants Alexander Blostein - Goldman Sachs Group, Inc., Research Division Brian Bertram Bedell - Deutsche Bank AG, Research Division Daniel Thomas Fannon - Jefferies LLC, Research Division Glenn Paul Schorr - Evercore ISI Institutional Equities, Research Division Kenneth Brooks Worthington - JPMorgan Chase & Co, Research Division Kyle Kenneth Voigt - Keefe, Bruyette, & Woods, Inc., Research Division Michael J. Cyprys - Morgan Stanley, Research Division Steven Joseph Chubak - Wolfe Research, LLC William Raymond Katz - TD Cowen, Research Division Operator Good morning, and welcome to the TPG's Second Quarter 2025 Earnings Conference Call.
TPG Inc. (TPG) came out with quarterly earnings of $0.69 per share, beating the Zacks Consensus Estimate of $0.45 per share. This compares to earnings of $0.49 per share a year ago.
Australia's Infomedia said on Wednesday it has agreed to be acquired by the Asia-focused private equity arm of asset manager TPG for an equity value of A$651 million ($421.33 million).
TPG's business mix has worked against it this year. But the building blocks are in place for a move higher. Long TPG as a private equity ‘catch-up' play.
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.
Australia's TPG Telecom said on Monday that Macquarie-backed Vocus Group has secured the final approval for its A$5.25 billion ($3.42 billion) acquisition of TPG's enterprise, government and wholesale fixed-line and fibre assets.