UBS lifts Partners Group stock rating, raises target to CHF1,378

Published 07/01/2025, 15:08
UBS lifts Partners Group stock rating, raises target to CHF1,378

On Tuesday, Partners Group Holding AG (PGHN:SW) (OTC: PGPHF) received an upgrade from UBS analysts, shifting the stock's rating from Neutral to Buy. Accompanying the upgrade, the price target was also increased from CHF 1,174.00 to CHF 1,378.00.

UBS's decision was influenced by their projections of above-consensus earnings per share (EPS) forecasts for Partners Group, in addition to the company's valuation aligning with its long-term averages on a 12-month forward price-to-earnings (PE) basis.

UBS analysts anticipate Partners Group to achieve a compound annual growth rate (CAGR) of 13% in assets under management (AuM) over the next three years. This growth rate is not only expected to surpass that of all European peers but also to come close to the average of the United States peer group. The analysts predict consistent and predictable growth in AuM, with similar rates projected for each of the years 2025, 2026, and 2027.

Furthermore, with approximately 30% of its AuM in evergreen offerings, Partners Group is considered to be in a strong position to capitalize on growth opportunities through both the wealth management channel and institutional investors moving towards liquid and semi-liquid structures. UBS also highlighted the company's partnership with BlackRock (NYSE:BLK) in providing model portfolios to wealth management clients and financial advisors in the U.S., reinforcing Partners Group's growth expectations of 10-15% per annum in firm AuM.

BlackRock's collaboration with Partners Group is significant, as BlackRock expects managed model portfolios to potentially double in AuM over the next five years, reaching $10 trillion. BlackRock's managed model business for U.S. clients, currently valued at $125 billion, represents its fastest-growing segment, having amassed $31 billion in new assets over the past four years.

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