5G·

Partners Group grows by a fifth in 2025 - dividend to be increased

Revenues increased by 20 percent year-on-year to CHF 2.6 billion in 2025, as Partners Group announced on Tuesday. Operating profit at EBITDA level rose to CHF 1.6 billion (+19 percent) and the bottom line was a net profit of CHF 1.3 billion (+12 percent).

Shareholders can now look forward to a 10 percent higher dividend of CHF 46 per share. In 2025, the company achieved a disproportionately high share of growth within the industry, Partners Group CEO David Layton was quoted as saying in the press release.

https://www.partnersgroup.com/en/shareholders/reports-and-presentations

https://www.cash.ch/news/top-news/partners-group-legt-2025-um-ein-funftel-zu-dividende-wird-erhoht-916740

I immediately increased my position further 🤑

$PGHN (-0,07%)

5 Commenti

Olli@Olli68

Unfortunately, the good result only came about because income from 2026 was brought forward. Hence the weak outlook.

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Stefan@Asgard19

Nice, but a Swiss dividend bank is difficult.

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finanzperpetuum@finanzperpetuum

@Asgard19 Because too much dividend? 🤔

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Stefan@Asgard19

due to taxation

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finanzperpetuum@finanzperpetuum

@Olli68 It's always double-edged. They had a strong window for exits (favorable market conditions) and took the opportunity to sell assets instead of waiting. That's not such a bad thing.

This may mean lower performance fees in 2026, but on the other hand management fees will continue to rise as AuM +21%. This is the more predictable share, which should increase from 65% to 75% of total sales. Still looks solid to me 🤓

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