Partners Group jumps 4% as H1 earnings beat forecasts, performance fees surge

Published 02/09/2025, 06:24
Updated 02/09/2025, 08:46
© Reuters

Investing.com -- Shares of Partners Group (SIX:PGHN) rose over 4% on Tuesday after the Swiss asset manager posted first-half 2025 earnings that beat expectations, lifted by a surge in performance fees.

Revenue reached CHF1.17 billion, 4% ahead of consensus forecasts and up 20% from a year earlier. 

Performance fees totaled CHF314 million, representing 27% of revenue. That figure was 25% above estimates and 95% higher than the previous year. 

Management fees came in at CHF854 million, 2% below consensus but 5% higher year-over-year, as lower late management fees and treasury management services income weighed on results despite an improvement in recurring fee margins.

EBITDA stood at CHF733 million, exceeding estimates by 4% and rising 17% from last year. The EBITDA margin of 62.7% was in line with consensus of 62.8% but down from 64.1% a year earlier. 

By mix, management fee-related margin was 62.2% while performance fee-related margin was 64.3%. 

The margin was affected by a foreign exchange headwind of about 0.4% and the integration of Empira, which has a lower margin profile.

Net profit was CHF578 million, 1% ahead of consensus and 14% higher than a year ago. Personnel costs increased to CHF375 million, above consensus of CHF356 million, driven by CHF112 million of performance fee-related expenses. 

Non-performance fee-related costs rose 9% from last year as average headcount expanded by 256 from the Empira acquisition. 

Other operating expenses were CHF60 million, slightly below consensus of CHF62 million, but up 21% year-over-year.

Performance fees were supported by direct asset exits, including GreenTea and Greenlink, along with portfolio disposals. 

Private equity accounted for 66% of performance fees, infrastructure 24% and private credit 8%. Evergreen programs contributed 37% of total performance fees, with more than 90 investment programs and mandates adding to results in the period.

Partners Group reiterated its 2025 fundraising target of $22 billion to $27 billion, compared with consensus of $24.5 billion, and maintained guidance for taildowns and redemptions of $9 billion to $10 billion from closed-end programs. 

The company also advanced its performance fee guidance, now expecting them to contribute 25% to 40% of revenue in 2025, up from 20% previously. Guidance for 2026 and beyond remains unchanged.

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