Balanced Outlook for Bridgepoint Group Plc: Hold Rating Reflects Strong Fundraising and Modest Financial Performance

Bridgepoint Group Plc (BPT – Research Report), the Financial sector company, was revisited by a Wall Street analyst today. Analyst Marina Massuti from Morgan Stanley maintained a Hold rating on the stock and has a p380.00 price target.

Marina Massuti’s rating is based on a combination of factors that suggest a balanced outlook for Bridgepoint Group Plc. The company’s assets under management are in line with expectations, and its fundraising efforts are progressing well, with a target of €24 billion by the end of 2026. This includes the activation of several funds, which indicates a strong fundraising momentum. However, the expected earnings and revenue growth are modest, with the EBITDA margin projected to be between 52-55% in 2025 and 2026, which aligns with the global sector average.
While the deployment pace and exit pipeline for 2025 are encouraging, providing good visibility for future growth, the overall financial results are only slightly better than consensus. The stock is trading at approximately 19 times the 2025 price-to-earnings ratio, which is in line with the sector average, suggesting limited immediate upside potential. Therefore, the Hold rating reflects a cautious stance, balancing the positive fundraising outlook with the modest financial performance expectations.