US · Real Estate · REIT - Mortgage
EPS came in at 0.05 against a street estimate of 0.23 — a miss of 78.3%.
Analysts rate TPG RE Finance Trust Inc a buy (5 buy, 0 hold, 1 sell out of 6) with an average price target of $9.54.
MIXED TRTX grew earning assets and net interest income, while credit remained broadly stable. A $13 million realized loss, higher leverage and lower book value highlight ongoing risks. Q3 FY26 Multifamily and industrial together represented approximately 75% of the portfolio. A Sunbelt multifamily property experienced higher vacancy and required modification. Analysts focused on rate sensitivity, origination momentum, REO monetization and legacy credit. Management emphasized newer-vintage assets, stable liabilities, selective underwriting and property-specific remediation. 2026-10-27…
Full summary in the app.
| Fund | Stake |
|---|---|
| Long Pond Capital, LP | 9.16% |
| BlackRock Inc | 8.46% |
| Vanguard Capital Management, LLC | 4.37% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 4.28% |
| State of New Jersey Common Pension Fd A | 4.10% |
| TPG GP A, LLC | 3.12% |
| GRATIA CAPITAL, LLC | 2.69% |
| Geode Capital Management, LLC | 2.55% |
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.24 / share ex-date Sep 28, 2026 · pay Oct 23, 2026 | 2026-09-28 |
| Dividend | $0.24 / share ex-date Jun 26, 2026 · pay Jul 24, 2026 | 2026-06-26 |
| Dividend | $0.24 / share ex-date Mar 27, 2026 · pay Apr 24, 2026 | 2026-03-27 |
| Dividend | $0.24 / share ex-date Dec 26, 2025 · pay Jan 23, 2026 | 2025-12-26 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for TPG RE Finance Trust Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.