CFRA cuts Partners Group stock rating to hold, lowers target

Published 2025/03/12, 14:42
CFRA cuts Partners Group stock rating to hold, lowers target

Partners Group reported a significant increase in its exit activities during the second half of 2024, with realizations growing 53% year-over-year to USD18 billion. Starting in 2025, the company is set to change its key profitability measure from EBIT margin to EBITDA margin to better align with its growing involvement in mergers and acquisitions.In 2024, Partners Group’s EBITDA margin saw a slight improvement of 0.2 percentage points, reaching 63.6%. The company maintains strong financial health with a current ratio of 3.16, indicating robust liquidity. However, for 2025, the analyst anticipates the EBITDA margin to remain stable, as the company is likely to face higher operating expenses and currency headwinds due to the strengthening of the Swiss Franc.

Partners Group reported a significant increase in its exit activities during the second half of 2024, with realizations growing 53% year-over-year to USD18 billion. Starting in 2025, the company is set to change its key profitability measure from EBIT margin to EBITDA margin to better align with its growing involvement in mergers and acquisitions.In 2024, Partners Group’s EBITDA margin saw a slight improvement of 0.2 percentage points, reaching 63.6%. The company maintains strong financial health with a current ratio of 3.16, indicating robust liquidity. However, for 2025, the analyst anticipates the EBITDA margin to remain stable, as the company is likely to face higher operating expenses and currency headwinds due to the strengthening of the Swiss Franc.

Partners Group reported a significant increase in its exit activities during the second half of 2024, with realizations growing 53% year-over-year to USD18 billion. Starting in 2025, the company is set to change its key profitability measure from EBIT margin to EBITDA margin to better align with its growing involvement in mergers and acquisitions.

In 2024, Partners Group’s EBITDA margin saw a slight improvement of 0.2 percentage points, reaching 63.6%. However, for 2025, the analyst anticipates the EBITDA margin to remain stable, as the company is likely to face higher operating expenses and currency headwinds due to the strengthening of the Swiss Franc.

In other recent news, Partners Group Holding AG has seen significant upgrades from major financial institutions. JPMorgan upgraded Partners Group’s stock rating from Neutral to Overweight, highlighting the company’s strong position in the private wealth sector. Analyst Angeliki Bairaktari pointed to the potential for double-digit growth in assets under management from 2025, expecting a 14% compound annual growth rate in earnings per share from 2024 to 2028. Similarly, UBS shifted its rating for Partners Group from Neutral to Buy, citing above-consensus earnings per share forecasts and an increase in the price target to CHF 1,378.00. UBS analysts predict a 13% annual growth rate in assets under management over the next three years, driven by the company’s strong positioning in the wealth management channel and partnerships like the one with BlackRock (NYSE:BLK). BlackRock’s collaboration is expected to significantly boost Partners Group’s growth, with managed model portfolios potentially doubling in assets under management over the next five years. Both JPMorgan and UBS upgrades reflect a positive outlook on Partners Group’s growth potential and earnings trajectory. These developments indicate a strong investor interest in Partners Group’s future prospects.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2025 - Fusion Media Limited. All Rights Reserved.