TPG

TPG

Market cap $10.1B

TPG Inc. (TPG) is downgraded to Buy from Strong Buy after a 42% total return since May 2025, due in part to reduced relative valuation appeal. The strategic partnership with Jackson Financial adds a minimum of $12B AUM, preserves TPG's capital light business model, and will significantly strengthen TPG's insurance asset management business. TPG shares continue to trade at an attractive valuation relative to the broader market.

SAN FRANCISCO & FORT WORTH, Texas--(BUSINESS WIRE)--TPG Inc. (NASDAQ: TPG), a leading global alternative asset management firm, announced today that it will release financial results for the fourth quarter and full year ended December 31, 2025 before the market opens on Monday, February 9, 2026 and host a conference call and live webcast at 11:00 a.m. ET. The conference call may be accessed by dialing (800) 245-3047 (US toll-free) or (203) 518-9765 (international), using the conference ID TPGQ4.

U.S. private equity firm TPG is close to acquiring UnitedHealth's Optum UK business, in a deal worth between 1.2 billion pounds ($1.62 billion) and 1.4 billion pounds, Sky News reported on Tuesday.

LANSING, Mich.--(BUSINESS WIRE)--Jackson Financial Inc.1 (NYSE: JXN) (Jackson®) announced today that it has entered a long-term strategic partnership with TPG Inc. (NASDAQ: TPG), combining the strength of Jackson's annuity product expertise and broad distribution network with TPG's best-in-class, scaled private credit platform. The partnership aims to expand Jackson's spread-based product sales and to provide flexibility for future innovative insurance solutions. The benefits of this strategic.

SAN FRANCISCO & FORT WORTH, Texas & LANSING, Mich.--(BUSINESS WIRE)--TPG Inc. (NASDAQ: TPG), a leading global alternative asset management firm and Jackson Financial Inc. (NYSE: JXN) (Jackson®), a leading U.S. retirement services firm, today announced that they have established a long-term, strategic investment management partnership. Under the agreement, TPG will manage a minimum commitment of $12 billion of AUM for Jackson, with economic incentives aligned to a long-term target of $20 billion.

SAN FRANCISCO--(BUSINESS WIRE)--TPG, a leading global alternative asset management firm, announced today that The Rise Funds, the multi-sector strategy of its global impact investing platform, has made a majority investment in Trustwell, a leading provider of SaaS-based regulatory, compliance, and traceability solutions for the food industry. Following TPG's investment, The Riverside Company has fully exited its investment in Trustwell. Financial terms of the transaction were not disclosed. Foo.

TPG Mortgage Investment Trust, previously known as AG Mortgage Investment Trust, has recently increased its dividend following an improvement in underlying profitability. While MITT's payout relative to Q3 2025 distributable earnings now stands at 100%, I see the payout dipping below 95% in 2026 as the Fed finalizes its policy normalization. Aside from an attractive current yield, the shares also trade at a circa 18% book value discount, providing a margin of safety as well as capital gain potential.

RIVER HEIGHTS, Utah & SAN FRANCISCO & FORT WORTH, Texas & BOSTON--(BUSINESS WIRE)--TPG, a leading global alternative asset management firm, today announced the signing of a definitive agreement to acquire a majority stake in Conservice (the “Company”), a leading utility management platform for the property management industry. TPG will invest in Conservice through TPG Capital, the firm's U.S. and European private equity platform, and will join leading global private equity investor Advent Inter.

Italian fintech company Nexi said on Thursday it will not proceed with U.S. private equity fund TPG's offer to buy its digital banking unit.

TPG Inc. (TPG) Presents at Goldman Sachs 2025 U.S. Financial Services Conference Transcript