TPG Telecom Limited (TPGTF) Q2 2026 Earnings Call Transcript
TPG Telecom Limited (TPGTF) Q2 2026 Earnings Call Transcript
TPG - TPG Inc.
Price:
--
--
|
CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$58.88
DETAILS
HIGH:
$65.00
LOW:
$50.00
MEDIAN:
$61.50
CONSENSUS:
$58.88
UPSIDE:
12.37%
Stock News
TPG Mortgage Investment Trust: The Forward Earnings Case Is Getting Stronger
TPG Mortgage Investment Trust (MITT) retains a Buy rating as Q2 results improved the forward earnings outlook despite a thinner dividend cushion. Book value stabilized at $10.00, high-teen ROEs are emerging, and capital rotation from legacy WMC assets is progressing with quantified EAD upside. MITT trades at a 33% discount to book, with a reasonable-value target of $8 (0.80x book), offering a 12% yield at that level.
TPG Mortgage Investment Trust, Inc. Reports Second Quarter 2026 Results
NEW YORK--(BUSINESS WIRE)--TPG Mortgage Investment Trust, Inc. ("MITT," "we," the "Company," or "our") (NYSE: MITT) today reported financial results for the quarter ended June 30, 2026. MANAGEMENT REMARKS "Despite a challenging interest rate environment, our disciplined leverage profile, consistent capital rotation into highreturning residential credit strategies, and strong momentum at Arc Home produced EAD of $0.24 per share for the second quarter, fully covering our dividend while increasing.
TPG Mortgage Investment Trust and Cherry Hill Mortgage Investment Corporation Announce Definitive Merger Agreement
NEW YORK--(BUSINESS WIRE)--TPG Mortgage Investment Trust, Inc. (NYSE: MITT) (“MITT”), a publicly traded residential mortgage REIT managed by AG REIT Management, LLC, an affiliate of TPG Inc. (“TPG”) (NASDAQ: TPG), a leading global alternative asset management firm with $327 billion in assets under management, and Cherry Hill Mortgage Investment Corporation (NYSE: CHMI) (“CHMI”), a residential mortgage REIT, today announced that they have entered into a definitive merger agreement, pursuant to w.
TPG RE Finance Trust: We Continue To Find The Series C Preferred Shares Attractive
TPG Real Estate Finance Trust (TRTX) Series C Preferred (TRTX.PR.C) remains a Buy, supported by robust Q2 2026 financials and prudent portfolio management. TRTX has reduced office exposure to 4.3% and shifted toward multifamily and industrial assets, mitigating sector risk. Leverage increased to 3.3x, balanced by conservative underwriting and a capital structure reset with long-term, non-mark-to-market debt.
Broad Sky Partners Completes Sale of Smith + Howard to TPG
NEW YORK--(BUSINESS WIRE)--Broad Sky Partners, a private equity firm that partners with essential services businesses in the middle market, today announced it has completed the sale of Smith + Howard, a nationally recognized assurance, tax, advisory and wealth management firm, to TPG, a leading global alternative asset management firm. TPG invested in Smith + Howard through TPG Growth, the firm's middle market and growth equity platform. Terms of the transaction were not disclosed. During Broad.
California State Teachers Retirement System Increases Stock Position in TPG Inc. $TPG
California State Teachers Retirement System lifted its stake in TPG Inc. (NASDAQ: TPG) by 22.4% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 160,790 shares of the company's stock after acquiring an additional 29,445 shares during the quarter. California State
TPG Inc. (TPG) Q2 2026 Earnings Call Transcript
TPG Inc. (TPG) Q2 2026 Earnings Call Transcript
TPG Q2 Earnings Call Highlights
TPG NASDAQ: TPG reported second-quarter results marked by higher fee-related revenue, fundraising, deployment and assets under management, while management said it expects continued management-fee growth and a stronger pace of realizations toward the end of 2026 and into 2027.
TPG Inc. (TPG) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for TPG Inc. (TPG) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
TPG Inc. (TPG) Q2 Earnings and Revenues Beat Estimates
TPG Inc. (TPG) came out with quarterly earnings of $0.69 per share, beating the Zacks Consensus Estimate of $0.59 per share. This compares to earnings of $0.69 per share a year ago.
TPG Reports Second Quarter 2026 Results
SAN FRANCISCO & FORT WORTH, Texas--(BUSINESS WIRE)--TPG Inc. (NASDAQ: TPG), a leading global alternative asset management firm, today reported its unaudited results for the second quarter ended June 30, 2026. A detailed presentation is available through the Investor Relations section of TPG's website at shareholders.tpg.com. “TPG delivered record results during the first half of 2026, reflecting the strength of our diversified and growing franchise,” said Jon Winkelried, Chief Executive Officer.
TPG Mortgage Investment Trust, Inc. Schedules Second Quarter 2026 Earnings Release and Conference Call
NEW YORK--(BUSINESS WIRE)--TPG Mortgage Investment Trust, Inc. (NYSE: MITT) (the “Company”) announced today that it will release second quarter 2026 financial results prior to market open on Monday, August 10, 2026. The Company will host a conference call to discuss the results on Monday, August 10, 2026, at 8:30 a.m. Eastern Time. To participate in the call by telephone, please dial (800) 347-6865 at least five minutes prior to the start time. International callers should dial (203) 518-9757.
TPG RE Finance Trust Q2 Earnings Call Highlights
TPG RE Finance Trust NYSE: TRTX reported second-quarter 2026 GAAP net income of $9.4 million and distributable earnings of $17.6 million, or $0.23 per common share, as it expanded its loan portfolio and reworked its financing structure.
TPG RE Finance Trust, Inc. Reports Operating Results for the Quarter Ended June 30, 2026
NEW YORK--(BUSINESS WIRE)--TPG RE Finance Trust, Inc. (NYSE: TRTX) (“TRTX” or the “Company”) reported its operating results for the quarter ended June 30, 2026. Regarding second quarter results, Doug Bouquard, Chief Executive Officer of TRTX, said: "TRTX delivered strong first-half results, generating Distributable Earnings of $0.48 per share that fully covered our year-to-date common stock dividend. We had a highly active second quarter, investing $466 million into new loans across our target.
Analysts Estimate TPG Inc. (TPG) to Report a Decline in Earnings: What to Look Out for
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.
Bank of New York Mellon Corp Lowers Stake in TPG Inc. $TPG
Bank of New York Mellon Corp lessened its holdings in TPG Inc. (NASDAQ: TPG) by 6.8% during the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 685,125 shares of the company's stock after selling 50,324 shares during the quarter. Bank of New York Mellon
Entropy Technologies LP Purchases New Position in TPG Inc. $TPG
Entropy Technologies LP acquired a new position in shares of TPG Inc. (NASDAQ: TPG) during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 48,399 shares of the company's stock, valued at approximately $1,961,000. Several other institutional investors have
TPG: 5%-Yielding Growth Stock In Plain Sight
TPG Inc. remains undervalued at a 15x forward P/E and 5.5% yield, despite recent outperformance and robust AUM growth. TPG's diversified platform limits exposure to AI-disrupted software, with only 7% of software investments at risk and 60% expected to benefit from AI. Record fee-related earnings, strong fundraising momentum, and expanding deployment support a compelling growth and income thesis for TPG.
TPG Mortgage Investment Trust PFD Update: Only 1 Keeps Its Hold Rating
TPG Mortgage Investment Trust, Inc. preferreds face heightened risk, with Series A and B downgraded to Sell due to insufficient yield amid economic uncertainty. MITT's Series C preferred, MITT.PC, is maintained at Hold, offering a 90-100 bps yield advantage and floating rate protection, though call risk remains if rates decline. TPG's preferred dividend coverage ratio has deteriorated from 5.8x (2021) to 1.7x, and the TCE/PFD value ratio has weakened to 1.5x, highlighting rising risk.
Price Targets
TPG price target raised to $62 from $53 at Deutsche Bank
$62.00
(was $48.10)
Deutsche Bank
TPG price target raised to $65 from $59 at UBS
$65.00
(was $48.67)
Michael Brown
·
UBS
TPG price target raised to $50 from $47 at Evercore ISI
$50.00
(was $48.76)
Evercore ISI
TPG price target raised to $65 from $60 at RBC Capital
$65.00
(was $48.77)
Bart Dziarski
·
RBC Capital
TPG price target raised to $64 from $58 at Barclays
$64.00
(was $48.98)
Benjamin Budish
·
Barclays
TPG price target lowered to $54 from $60 at Morgan Stanley
$54.00
(was $43.00)
Morgan Stanley
TPG price target lowered to $50 from $52 at BMO Capital
$50.00
(was $42.27)
BMO Capital
TPG price target raised to $61 from $55 at Goldman Sachs
$61.00
(was $45.03)
Goldman Sachs
TPG price target raised to $59 from $54 at UBS
$59.00
(was $46.23)
Michael Brown
·
UBS
TPG price target lowered to $55 from $58 at Deutsche Bank
$55.00
(was $45.96)
Deutsche Bank
TPG price target raised to $58 from $56 at Barclays
$58.00
(was $44.22)
Benjamin Budish
·
Barclays
TPG price target lowered to $60 from $67 at Morgan Stanley
$60.00
(was $46.20)
Michael Cyprys
·
Morgan Stanley
TPG price target raised to $47 from $45 at Evercore ISI
$47.00
(was $46.07)
Evercore ISI
TPG initiated with an Outperform at RBC Capital
$59.00
(was $42.34)
RBC Capital
TPG price target lowered to $60 from $83 at UBS
$60.00
(was $44.24)
Michael Brown
·
UBS
TPG price target lowered to $56 from $62 at Evercore ISI
$56.00
(was $54.22)
Evercore ISI
TPG price target lowered to $69 from $78 at Barclays
$69.00
(was $53.54)
Barclays
TPG initiated with an Overweight at Barclays
$78.00
(was $59.84)
Benjamin Budish
·
Barclays
TPG price target raised to $67 from $63 at Morgan Stanley
$67.00
(was $60.88)
Morgan Stanley
TPG price target raised to $62 from $55 at Evercore ISI
$62.00
(was $63.72)
Evercore ISI