TPG

TPG · NASDAQ

$44.38+$1.28 (+2.97%)TodayMarket closed · Oct 20, 5:11 PM ET

Prev close $43.10

TPG analyst rating

BuyConsensus of 14 analysts over the last 12 months. 71% rate it a buy.

Strong buy0
Buy10
Hold4
Underperform0
Sell0

12-month price target · 17 analysts

Average $61.81 (+39.3% upside)

Low: $50.50
Now: $44.38
High: $71.40

Upgrades and downgrades

The latest rating actions, newest first

TPG analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
TD Cowen	Oct 12, 2026	Maintains	Buy	$64.00 → $60.00	53%
Barclays	Oct 8, 2026	Maintains	Overweight	$64.00 → $60.00	57%
Wells Fargo	Oct 2, 2026	Initiates	Equal-Weight	$47.00	63%
UBS	Aug 5, 2026	Maintains	Buy	$59.00 → $65.00	43%
Keefe, Bruyette & Woods	Aug 5, 2026	Maintains	Outperform	$53.00 → $57.00	43%
RBC Capital	Aug 5, 2026	Maintains	Outperform	$60.00 → $65.00	17%
Evercore ISI Group	Aug 5, 2026	Maintains	In-Line	$47.00 → $50.00	62%
Barclays	Aug 5, 2026	Maintains	Overweight	$58.00 → $64.00	57%
Morgan Stanley	Jul 21, 2026	Maintains	Equal-Weight	$60.00 → $54.00	54%
BMO Capital	Jul 13, 2026	Maintains	Outperform	$52.00 → $50.00	56%

The case for and against

Updated Aug 14, 2024

Bull case

TPG Inc. is positioned favorably for future growth, supported by expectations of improved transaction fees and strong asset under management (AUM) growth in key segments such as Capital and Credit, which could enhance its margins significantly. The firm anticipates more consistent fundraising in 2024, leveraging its size, scale, and diversification, particularly within the Private Wealth and Insurance channels, thereby providing a solid foundation for steady revenue generation. Additionally, the company's robust fourth quarter 2023 FRE margin of 48.5% surpasses previous estimates, indicating operational excellence and effective cost management within its investment platforms.

Bear case

TPG Inc. experienced a challenging market environment, negatively impacted by a higher-than-expected Consumer Price Index (CPI) report. This adverse macroeconomic condition suggests potential difficulties in investment performance and client sentiment, affecting the firm’s ability to generate strong returns across its multi-product platforms. Overall, the current economic climate raises concerns about operational challenges and future profitability for TPG amid rising inflation pressures.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.