TPG Inc. (TPG)
TPG RE Finance Trust: Trading At A Significant Discount To Book Value
I'm bullish on TRTX due to its diversified loan portfolio, strong liquidity with cash of $363 million, and current share buybacks. The mREIT is trading at a 31% discount to its book value of $11.19 per share as of the end of the first quarter. REO assets have grown but are set to be sold to unlock further liquidity to support the dividend and share buybacks. The mREIT is paying out a 12.4% dividend yield.
Germany's Techem still seeking deal after TPG withdraws as buyer, CEO says
German energy firm Techem continues to work towards a deal after its sale to U.S. financial investor TPG and sovereign wealth fund GIC fell through earlier this month, the company's CEO Matthias Hartmann said late on Tuesday.
TPG: Initiating A Strong Buy Following Solid Q1 Results
TPG has outperformed the S&P 500 since its IPO, delivering a 58% total return versus 31% for the index. Q1 2025 results came in slightly better than expected as the company benefited from strong investment performance. TPG is poised for margin expansion and AUM growth, with consensus projecting significant earnings growth in 2026 and 2027.
TPG Inc. (TPG) Q1 2025 Earnings Conference Call Transcript
TPG Inc. (NASDAQ:TPG ) Q1 2025 Earnings Conference Call May 7, 2025 11:00 AM ET Company Participants Gary Stein - Head of IR Jon Winkelried - CEO Jack Weingart - CFO Todd Sisitsky - President Jim Coulter - Executive Chairman and Co-Founder Conference Call Participants Craig Siegenthaler - Bank of America Ken Worthington - JPMorgan Alex Blostein - Goldman Sachs Glenn Schorr - Evercore Brian Bedell - Deutsche Bank Brian McKenna - Citizens Michael Cyprys - Morgan Stanley Mike Brown - Wells Fargo Securities Operator Good morning, and welcome to the TPG's First Quarter 2025 Earnings Conference Call. Currently, all callers have been placed in a listen-only mode and following management prepared remarks, the call will be open to your questions.
TPG Inc. (TPG) Q1 Earnings Lag Estimates
TPG Inc. (TPG) came out with quarterly earnings of $0.48 per share, missing the Zacks Consensus Estimate of $0.50 per share. This compares to earnings of $0.49 per share a year ago.
TPG Inc. (TPG) Reports Next Week: Wall Street Expects Earnings Growth
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) Soars 15.6%: Is Further Upside Left in the Stock?
TPG Inc. (TPG) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
Siemens Energy sells most of Indian wind business to TPG-led investor group
Siemens Energy will sell 90% of its wind business in India and Sri Lanka to an investor group led by the climate investment arm of buyout group TPG , it said on Wednesday, in a push to focus on what it sees as core markets.
Australia backs Vocus' $3.3 billion takeover of TPG Telecom's fibre, fixed assets
Australia's competition watchdog on Thursday approved telco Vocus' A$5.25 billion ($3.34 billion) takeover of local rival TPG Telecom's enterprise, government and wholesale fixed business and fibre network assets.
TPG RE Finance Trust: Buying 8.6% Yielding Preferreds As Rates Face Tariff Chaos
TPG RE Finance is up 12.8% over the last year to trade at a 24% discount to book value. The preferreds offer a yield on cost of 8.6% and trade at a 27% discount, providing a strong margin of safety and a substantial spread over long-term rates. TRTX ended 2024 with $320.8 million in liquidity and maintains solid coverage of its total dividends.
TPG: Now Diversified, With Upside
TPG Inc. has evolved into a more diversified alternative asset manager with $246B AUM and the goal of doubling that to $500B. TPG has expanded in private credit and real assets and is seeing a rising stream of fee-based earnings. TPG offers a higher dividend yield and more favorable valuation multiples than peers like Ares and Blue Owl, making it an attractive option for income and long-term growth.
Australia's TPG Telecom hits four-month peak on upbeat earnings
Shares of Australia's TPG Telecom surged to a more-than-four-month high on Friday after the telco logged a 3.4% rise in its underlying earnings to A$1.99 billion ($1.24 billion) for the year ended December 31.
