Latest news with #PartnersGroupHoldingAG
Yahoo
09-05-2025
- Business
- Yahoo
Partners Group Holding (VTX:PGHN) Will Pay A Larger Dividend Than Last Year At CHF42.00
The board of Partners Group Holding AG (VTX:PGHN) has announced that it will be paying its dividend of CHF42.00 on the 27th of May, an increased payment from last year's comparable dividend. This will take the annual payment to 3.8% of the stock price, which is above what most companies in the industry pay. Our free stock report includes 2 warning signs investors should be aware of before investing in Partners Group Holding. Read for free now. Impressive dividend yields are good, but this doesn't matter much if the payments can't be sustained. Before making this announcement, the company's dividend was much higher than its earnings. Without profits and cash flows increasing, it would be difficult for the company to continue paying the dividend at this level. Earnings per share is forecast to rise by 47.5% over the next year. If the dividend continues along recent trends, we estimate the payout ratio could reach 75%, which is on the higher side, but certainly still feasible. See our latest analysis for Partners Group Holding The company has been paying a dividend for a long time, and it has been quite stable which gives us confidence in the future dividend potential. Since 2015, the annual payment back then was CHF8.50, compared to the most recent full-year payment of CHF42.00. This means that it has been growing its distributions at 17% per annum over that time. It is good to see that there has been strong dividend growth, and that there haven't been any cuts for a long time. The company's investors will be pleased to have been receiving dividend income for some time. Partners Group Holding has impressed us by growing EPS at 5.1% per year over the past five years. Although per-share earnings are growing at a credible rate, the massive payout ratio may limit growth in the company's future dividend payments. Overall, we always like to see the dividend being raised, but we don't think Partners Group Holding will make a great income stock. Although they have been consistent in the past, we think the payments are a little high to be sustained. We would probably look elsewhere for an income investment. Market movements attest to how highly valued a consistent dividend policy is compared to one which is more unpredictable. Still, investors need to consider a host of other factors, apart from dividend payments, when analysing a company. To that end, Partners Group Holding has 2 warning signs (and 1 which doesn't sit too well with us) we think you should know about. Is Partners Group Holding not quite the opportunity you were looking for? Why not check out our selection of top dividend stocks. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Insider
26-04-2025
- Business
- Business Insider
Partners Group Holding AG (PGHN) was upgraded to a Hold Rating at Kepler Capital
Partners Group Holding AG (PGHN – Research Report) received a Hold rating and a CHF1,200.00 price target from Kepler Capital analyst Nicolas Payen on April 24. The company's shares closed yesterday at CHF1,098.50. Stay Ahead of the Market: Discover outperforming stocks and invest smarter with Top Smart Score Stocks. Filter, analyze, and streamline your search for investment opportunities using Tipranks' Stock Screener. According to TipRanks, Payen is a 5-star analyst with an average return of 10.2% and a 62.23% success rate. The word on The Street in general, suggests a Hold analyst consensus rating for Partners Group Holding AG with a CHF1,194.88 average price target, representing an 8.77% upside. In a report released on April 15, Citi also downgraded the stock to a Hold with a CHF1,120.00 price target.
Yahoo
10-04-2025
- Business
- Yahoo
Partners Group Holding's (VTX:PGHN) Dividend Will Be Increased To CHF42.00
Partners Group Holding AG (VTX:PGHN) has announced that it will be increasing its dividend from last year's comparable payment on the 27th of May to CHF42.00. This takes the dividend yield to 4.4%, which shareholders will be pleased with. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. Impressive dividend yields are good, but this doesn't matter much if the payments can't be sustained. Before making this announcement, the company's dividend was much higher than its earnings. Without profits and cash flows increasing, it would be difficult for the company to continue paying the dividend at this level. Over the next year, EPS is forecast to expand by 48.6%. Under the assumption that the dividend will continue along recent trends, we think the payout ratio could be 74% which would be quite comfortable going to take the dividend forward. See our latest analysis for Partners Group Holding Even over a long history of paying dividends, the company's distributions have been remarkably stable. Since 2015, the dividend has gone from CHF8.50 total annually to CHF42.00. This implies that the company grew its distributions at a yearly rate of about 17% over that duration. It is good to see that there has been strong dividend growth, and that there haven't been any cuts for a long time. Investors who have held shares in the company for the past few years will be happy with the dividend income they have received. We are encouraged to see that Partners Group Holding has grown earnings per share at 5.1% per year over the past five years. However, the payout ratio is very high, not leaving much room for growth of the dividend in the future. Overall, this is probably not a great income stock, even though the dividend is being raised at the moment. Although they have been consistent in the past, we think the payments are a little high to be sustained. We would probably look elsewhere for an income investment. Investors generally tend to favour companies with a consistent, stable dividend policy as opposed to those operating an irregular one. Still, investors need to consider a host of other factors, apart from dividend payments, when analysing a company. To that end, Partners Group Holding has 2 warning signs (and 1 which doesn't sit too well with us) we think you should know about. Looking for more high-yielding dividend ideas? Try our collection of strong dividend payers. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Bloomberg
18-03-2025
- Business
- Bloomberg
Partners Group in $2.2 Billion Deal to Buy California Gas Plants
Partners Group Holding AG, a Switzerland-based private equity firm, agreed to acquire a portfolio of 11 natural gas power plants in California from Avenue Capital Group. The transaction values the 1.9-gigawatt portfolio, along with Middle River Power, which operates the plants and is included in the deal, at $2.2 billion, according to a statement Tuesday from Partners Group.
Yahoo
15-03-2025
- Business
- Yahoo
Partners Group Holding AG Just Recorded A 5.3% EPS Beat: Here's What Analysts Are Forecasting Next
Partners Group Holding AG (VTX:PGHN) just released its latest annual results and things are looking bullish. The company beat expectations with revenues of CHF2.1b arriving 2.1% ahead of forecasts. Statutory earnings per share (EPS) were CHF43.08, 5.3% ahead of estimates. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year. Check out our latest analysis for Partners Group Holding Taking into account the latest results, the current consensus from Partners Group Holding's twelve analysts is for revenues of CHF2.56b in 2025. This would reflect a substantial 21% increase on its revenue over the past 12 months. Per-share earnings are expected to step up 14% to CHF49.72. In the lead-up to this report, the analysts had been modelling revenues of CHF2.57b and earnings per share (EPS) of CHF50.27 in 2025. So it's pretty clear that, although the analysts have updated their estimates, there's been no major change in expectations for the business following the latest results. The analysts reconfirmed their price target of CHF1,405, showing that the business is executing well and in line with expectations. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. There are some variant perceptions on Partners Group Holding, with the most bullish analyst valuing it at CHF1,550 and the most bearish at CHF1,210 per share. This is a very narrow spread of estimates, implying either that Partners Group Holding is an easy company to value, or - more likely - the analysts are relying heavily on some key assumptions. Another way we can view these estimates is in the context of the bigger picture, such as how the forecasts stack up against past performance, and whether forecasts are more or less bullish relative to other companies in the industry. The analysts are definitely expecting Partners Group Holding's growth to accelerate, with the forecast 21% annualised growth to the end of 2025 ranking favourably alongside historical growth of 4.5% per annum over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to grow their revenue at 5.3% per year. It seems obvious that, while the growth outlook is brighter than the recent past, the analysts also expect Partners Group Holding to grow faster than the wider industry. The most important thing to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates. With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have forecasts for Partners Group Holding going out to 2027, and you can see them free on our platform here. It is also worth noting that we have found 2 warning signs for Partners Group Holding (1 is a bit unpleasant!) that you need to take into consideration. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sign in to access your portfolio
