Partners Group Holding stock
PGHN.SWSIXPartners Group Holding AG, Financial ServicesISIN CH0024608827
78Score 78 out of 100, Strong
Price and trend
56 / 100
Price history
−32% in one yearThe chart shows daily closes over 20 years, adjusted for stock splits and without dividends. Click into the chart to set a price alert at that price.
Below the 200-day line: the price is 12% below it.
Since April 2025 the 50-day line has been below the 200-day line; the trend has turned down.
Normal: the price is neither overheated nor sold off (RSI 66).
The price is 40% below its 52-week high. Largest decline in 20 years: 69% (July 2007 to March 2009).
Chart figures for advanced users
- SMA 50$755.03
- Average price of the last 50 trading days, shows the short-term trend.
- SMA 200$907.39
- Average price of the last 200 trading days, shows the long-term trend.
- RSI (14)66
- Relative strength over the last 14 days on a scale from 0 to 100. Above 70 the price counts as overheated, below 30 as sharply fallen.
- MACDabove the signal line
- Compares a fast and a slow price average. Above its signal line momentum is rising, below it momentum is fading.
- Support$707.45
- The lowest closing price of the last twelve months.
- Resistance$1,315.51
- The highest closing price of the last twelve months.
Snapshot
Computed from the data by fixed rules, no AI
- Partners Group Holding AG belongs to the Asset Management industry (Switzerland) and, with a market value of $20.48B, is number 18 of 131 companies in its industry on MEQIRI.
- In fiscal 2025 it reported revenue of $3.37B (up 32.2% year on year) and earnings of $1.51B (up 11.8%).
- For fiscal 2026, analysts expect on average revenue of $2.73B (down 18.9%) and adjusted earnings per share of $48.02 (down 17.3%).
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- MEQIRI Score 78 out of 100 (Strong): rank 136 of 975 in Financial Services, median 68.
- The P/E is 14.4 (Asset Management median 14, own median of recent years 24.8).
- Our model puts fair value at $1,256.32, with the price 37% below it.
In plain words
The numbers on this page in plain words, written by an AI
Strengths
- High return on equityReturn on equity 64.9% over the last 12 months.Profitability 100
- High dividend yieldDividend yield 6.94%, Asset Management median 4.38%.Capital allocation 85
- Reliable dividendNo dividend cut for 19 years.Capital allocation 85
Weaknesses
- Share price fell sharplyDown 30% over the last 12 months.Momentum 30
Its standout strengths are fundamentals and profitability, while momentum holds the score back.
Daily figure as of 13 Nov 2026
How the score is calculatedScore overview
The fundamentals are strong overall.
Score history
The full history of up to 20 years comes with MEQIRI Pro.
See plansCrash risk medium
How well MEQIRI warnsIn the middle among stocks ranked 101 to 1,000.
From 2016 to 2025, 13 in 100 such stocks fell 30% or more within a year, against a group average of 15 in 100.
What drives the risk
- price far below its 52-week high
What lowers it
- solid fundamentals
Valuation
Valuation signal
Significantly undervaluedIn our model the price counts as cheap below $897.37 and expensive above $2,093.86 (uncertainty high, one part of the fair value is more than twice the other).
The two parts of the fair value come to $1,742.00 (cash-flow model) and $770.64 (industry comparison), and the gap between them shows how uncertain the estimate is.
Calculated with a cost of equity of 5.6%. At 6.6% the fair value would be $1,096.46, at 4.6% it would be $1,497.42.
Valuation metrics
Half from the cash-flow model, half from earnings times the industry P/E (14).
Calculate with your own assumptionsCompany performance
This shows several years of history with an automatic assessment.
Revenue
In the twelve months to 30 Jun 2026, revenue rose 20.7% on the twelve months before. Revenue has grown strongly since 2006, at around 13% per year.
Margins
- Operating margin
- Net margin
In fiscal 2025: operating 58%, net 45%. Banks and insurers have no gross margin, and their net margin is not comparable with other industries. The score leaves both out.
Debt & balance sheet
latest quarterFor banks and insurers, deposits and liabilities are the business. Debt to equity and the current ratio say little here, and the score does not rate them.
Earnings
- Next earnings
- 16 Mar 2027in 123 days
- Last reported
- 1 Sep 2026EPS reported $23.38 (expected $26.08)below expectations
Analyst estimates
Earnings estimates have barely changed since 15 Oct 2026.
- Earnings per share
- $48.02−0.4%
- Revenue
- $2.73B+0.1%
- Earnings per share
- $53.85+0.1%
- Revenue
- $3.01B+0.4%
MEQIRI has stored the estimates since 15 Oct 2026. Until 30 days are available, the card shows the change since that day. Mean estimate according to Financial Modeling Prep. No price target and no recommendation.
Company outlook confirmed
Share price after the results: −8.2%Full-year fundraising guidance reconfirmed; some realizations may slip into next year, and a range of around 20% to 25% is guided for 2026.
“This brings us to guide towards a range of around 20% to 25% for 2026.”The outlook is not part of the score and not a recommendation to buy or sell.
From the earnings call on 1 Sep 2026 (fiscal Q2 2026), read by AI.
What happened at Partners Group Holding
The key events of the last six months from our own data. A click takes you to the matching card.
Sector comparison
975 rated companies in Financial Services
- This company
- 78
- Sector median
- 68
Categories against the sector median
The median is the middle value: half of the companies in the sector lie above it, half below. Categories with too few comparable companies are left out.
Competitors in Asset Management
The next larger and next smaller companies by market value
- Principal Financial GroupPFG $23.99B73
- AB Industrivärden (publ)INDU-A.ST $23.75B78
- T. Rowe Price GroupTROW $23.09B75
- AmundiAMUN.PA $21.81B74
- TPGTPG $18.44B72
- Franklin ResourcesBEN $18.22B62
- Julius Baer GruppeBAER.SW $17.73B73
- Pershing SquarePS $17.6B32
ETFs that hold Partners Group Holding
Held by 97 ETFs on Xetra. Shown per index: the ETF with the largest weight.
| ETF | Weight | Cost | Fund size |
|---|---|---|---|
| iShares Listed Private Equity UCITS ETFIQQL | 4.15% | 0.75% | €685.36M |
| iShares STOXX Europe 600 Financial Services UCITS ETF (DE)EXH2 | 2.98% | 0.46% | €98.93M |
| Xtrackers SLI UCITS ETF 1DDXS0 | 1.50% | 0.25% | €581.63M |
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| Franklin Global Quality Dividend UCITS ETFFLXX | 1.29% | 0.30% | €141.87M |
| Amundi DJ Switzerland Titans 30 UCITS ETF DistC030 | 1.04% | 0.25% | €239.17M |
| iShares Edge MSCI Europe Quality Factor UCITS ETFCEMQ | 0.64% | 0.25% | €631.09M |
| iShares MSCI Europe Financials Sector UCITS ETFESIF | 0.50% | 0.18% | €664.36M |
| State Street SPDR MSCI Europe Financials UCITS ETFSPYZ | 0.49% | 0.18% | €829.48M |
Holdings as reported by the funds via FMP, excluding swap ETFs (their holdings are only collateral).
Data status and sources
- Score
- Daily value of 13 Nov 2026, recalculated nightly
- Price
- Closing price of 12 Nov 2026
- Latest annual report
- Fiscal year 2025, period end 31 Dec 2025
- Currency
- Amounts in US dollars, converted at the ECB reference rate of 12 Nov 2026 ($1 = CHF 0.8331)
- Source
- Financial statements, ratios and prices from Financial Modeling Prep (FMP), based on the company's reports. MEQIRI calculates the score and fair value from them.
Mandatory disclosures for this rating
- ; time horizon around 12 months
- Rated Strong, published since 7 Nov 2026 (in the score history since 27 Jun 2025)
- Valuation signal Undervalued since 7 Nov 2026
- End-of-day prices, metrics cached for up to 24 hours
- Score and fair value are estimates from a disclosed model. They are not facts and not a price target.
- Produced by SSM Ventures UG (haftungsbeschränkt), responsible person Sven Brostmeyer, Managing Director, automatically according to the disclosed model.
- Not investment advice. Losses up to and including a total loss are possible. Personal circumstances are not considered.