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Partners Group Holding AG (CH:PGHN)
:PGHN
RESEARCH TOOLSreports
Earnings Data
Report Date
Sep 02, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
21.48Last Year’s EPS
19.36Same Quarter Last Year
Moderate Buy
Based on 8 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Mar 11, 2025
|% Change Since: -8.90%
|Next Earnings Date:Sep 02, 2025
Earnings Call Sentiment|Positive
The earnings call reflected strong financial performance with significant growth in performance fees, investment activity, and U.S. market penetration. Despite slight pressure on management fee margins and challenges in the real estate sector, the overall sentiment remains positive due to robust operational results and strategic growth initiatives.Company Guidance
During the call, Partners Group provided detailed guidance on several key metrics for fiscal year 2024 and beyond. Management fees were reported at CHF1.6 billion, consistent with a management fee margin of 1.25% and representing a stable portion of their business at 24% of total revenues. Performance fees were notably up by 38% from the previous year, reaching CHF511 million, and are expected to increase as a percentage of revenue from 20% to 30% in 2025, and potentially between 25% and 40% by 2026 and beyond. The EBITDA margin remained strong at around 63%, while the firm achieved a profit of CHF1.1 billion, marking a 12% increase. The firm proposed a dividend of CHF42 per share, reflecting an 8% rise. Additionally, the investment activity grew significantly by 66% to $22 billion, with realization activity up 53% to $18 billion. The U.S. market contributed 33% of inflows, and total U.S. fundraising increased by more than 50%. Looking forward, the company expects new client assets to range between $26 billion and $31 billion for 2025, maintaining a positive outlook based on a robust fundraising pipeline.Significant Increase in Performance Fees
Performance fees reached CHF511 million, up 38% from the prior year, contributing 24% of total revenues. This was largely driven by private equity and infrastructure, which contributed approximately 89% of the performance fees.
Strong Growth in Investment Activity
Investment activity grew by 66% to $22 billion, and realization activity was up 53% to $18 billion. Fundraising increased by 18% to $22 billion, with bespoke solutions accounting for 78% of the fundraising.
Record U.S. Market Growth
U.S. fundraising increased by more than 50%, with the U.S. now accounting for 24% of the total mix, up 8 points since the U.S. push began 5 years ago.
Stable EBITDA Margin
The EBITDA margin remained stable at approximately 63%, with a proposed dividend increase to CHF42 per share, reflecting confidence in business strength.
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CH:PGHN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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CH:PGHN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 11, 2025 | CHF1292.00 | CHF1269.50 | -1.74% |
Sep 03, 2024 | CHF1223.00 | CHF1110.50 | -9.20% |
Mar 19, 2024 | CHF1254.88 | CHF1215.64 | -3.13% |
Sep 05, 2023 | CHF934.52 | CHF996.16 | +6.60% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Partners Group Holding AG (CH:PGHN) report earnings?
Partners Group Holding AG (CH:PGHN) is schdueled to report earning on Sep 02, 2025, TBA Not Confirmed.
What is Partners Group Holding AG (CH:PGHN) earnings time?
Partners Group Holding AG (CH:PGHN) earnings time is at Sep 02, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Partners Group Holding AG stock?
The P/E ratio of Partners Group Holding AG is N/A.
What is CH:PGHN EPS forecast?
CH:PGHN EPS forecast for the fiscal quarter 2025 (Q2) is 21.48.
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