TPG (NASDAQ:TPG) Rating Increased to Outperform at Citizens Jmp

TPG (NASDAQ:TPG) was upgraded by analysts at Citizens Jmp from a “market perform” rating to an “outperform” rating in a research note issued on Monday. The brokerage presently has a $75.00 price target on the stock. Citizens Jmp’s price target would suggest a potential upside of 36.31% from the company’s current price.

A number of other brokerages have also weighed in on TPG. Citigroup raised TPG to an “outperform” rating in a research note on Monday. Evercore ISI set a $56.00 price objective on shares of TPG in a research note on Friday. Morgan Stanley set a $67.00 price target on shares of TPG in a research report on Tuesday, January 27th. Evercore set a $56.00 price target on shares of TPG in a report on Friday. Finally, TD Cowen reaffirmed a “hold” rating on shares of TPG in a research report on Wednesday, January 14th. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $69.00.

TPG Price Performance

NASDAQ:TPG opened at $55.02 on Monday. The firm has a market cap of $20.80 billion, a price-to-earnings ratio of 125.05, a price-to-earnings-growth ratio of 0.83 and a beta of 1.50. The company has a current ratio of 0.35, a quick ratio of 0.35 and a debt-to-equity ratio of 0.47. The company’s 50-day moving average is $63.37 and its two-hundred day moving average is $60.23. TPG has a 12-month low of $37.52 and a 12-month high of $70.38.

TPG (NASDAQ:TPG) last issued its quarterly earnings results on Thursday, February 5th. The company reported $0.71 EPS for the quarter, topping analysts’ consensus estimates of $0.65 by $0.06. The business had revenue of $628.00 million during the quarter, compared to the consensus estimate of $548.40 million. TPG had a net margin of 3.95% and a return on equity of 26.96%. The company’s quarterly revenue was up 35.6% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.62 earnings per share. Research analysts expect that TPG will post 2.52 EPS for the current year.

Hedge Funds Weigh In On TPG

A number of institutional investors and hedge funds have recently bought and sold shares of TPG. BNP PARIBAS ASSET MANAGEMENT Holding S.A. acquired a new position in shares of TPG in the second quarter valued at $37,000. International Assets Investment Management LLC acquired a new position in TPG in the fourth quarter worth about $38,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its position in TPG by 268.7% in the second quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 719 shares of the company’s stock worth $38,000 after purchasing an additional 524 shares in the last quarter. EverSource Wealth Advisors LLC lifted its stake in TPG by 2,496.2% during the fourth quarter. EverSource Wealth Advisors LLC now owns 675 shares of the company’s stock worth $43,000 after purchasing an additional 649 shares during the period. Finally, PNC Financial Services Group Inc. boosted its holdings in TPG by 252.7% during the third quarter. PNC Financial Services Group Inc. now owns 790 shares of the company’s stock valued at $45,000 after purchasing an additional 566 shares in the last quarter. Institutional investors own 94.03% of the company’s stock.

Key Headlines Impacting TPG

Here are the key news stories impacting TPG this week:

• Positive Sentiment: Q4 results beat expectations — TPG reported $0.71 EPS and revenue of $628M (rev up 35.6% YoY), topping analyst estimates, supporting growth and fee-income outlook. TPG Inc. (TPG) Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Dividend hike — TPG raised the quarterly dividend ~35.6% to $0.61, increasing yield and returning more cash to shareholders (ex-dividend Feb 19). This makes the stock more attractive to income investors.
• Positive Sentiment: Strategic acquisition — TPG agreed to buy a majority stake in Sabre Industries (power-infrastructure provider) in a deal valuing Sabre at about $3.5B, expanding TPG’s industrial/critical-infra exposure and potential fee and investment growth. TPG buys majority stake in $3.5 billion power infrastructure firm Sabre Industries TPG Seals $3.5 Billion Deal for Power Infra Firm Sabre
• Positive Sentiment: Capital-raising and growth guidance — Management expects 2026 capital raising to exceed $50B and is targeting scaled fee-related earnings and private-wealth expansion, which implies recurring revenue growth and higher fee income over time. TPG expects 2026 capital raising to exceed $50B while scaling fee-related earnings and private wealth expansion
• Positive Sentiment: Record fundraising/investment activity — Company reported record fundraising and investment volumes in 2025, signaling strong deal flow and fee revenue potential. TPG Posts Record Fundraising and Investment Volumes in 2025
• Neutral Sentiment: Investor materials available — Full Q4 presentation and earnings call transcript were posted for deeper analysis (useful for modeling fee revenue cadence and portfolio performance). TPG Inc. 2025 Q4 – Results – Earnings Call Presentation TPG Inc. (TPG) Q4 2025 Earnings Call Transcript

About TPG

TPG Inc (NASDAQ: TPG) is a global alternative asset management firm that invests across a range of strategies including private equity, growth equity, real assets, credit and hedge funds. Founded in 1992 as Texas Pacific Group, the firm has expanded its product set to serve a broad set of institutional and individual investors through commingled funds, separately managed accounts and other customized investment vehicles.

TPG operates investment platforms that target buyouts, growth-stage companies, real estate and credit opportunities, and it has developed dedicated thematic and impact vehicles such as the TPG Rise Fund to pursue social and environmental outcomes alongside financial returns.