TPG Built a Record Year, Then Lost 40%—Is the Selloff Overdone?

TPG Inc. achieved record performance in 2025 with $303B in AUM, 23% growth, and $51B in new capital raised, but its stock fell 40% in early 2026 amid geopolitical tensions, AI concerns, and industry-wide liquidity worries. Despite strong fundamentals and a 5.5% dividend yield, analysts maintain a Moderate Buy rating with a $64 price target, suggesting the selloff may be overdone for patient investors.

04/16/2026, 12:38 PM • Investing

Hologic Goes Private In $18 Billion Blackstone, TPG Acquisition

Hologic has completed its acquisition by Blackstone and TPG for approximately $18.3 billion. Shareholders receive $76 per share in cash plus a contingent value right (CVR) worth up to $3 per share tied to Breast Health business revenue milestones. The company has been delisted from Nasdaq, and José E. Almeida has been appointed as the new CEO.

04/08/2026, 11:09 AM • Benzinga

Nvidia Hit by Profit Taking but $300 Target Still in Sight

Nvidia experienced profit-taking after earnings despite beating expectations, but analyst maintains $300 price target by end of 2026 and $500 by decade's end. Data center stocks also beat guidance with rising backlogs. Market volatility was driven by Blue Owl's private credit redemption freeze, impacting financial stocks. Despite recent volatility, strong economic growth and accommodative Fed policy are expected to support stock market momentum.

02/26/2026, 3:37 PM • Investing

Blue Owl Trades Like a Levered Bet on Private Credit, Not a Safe Yield Play

Blue Owl Capital (OWL) stock, trading near 52-week lows at $10.20-$10.30, offers an 8.7-9.0% dividend yield but carries significant risks. The company's heavy concentration in private credit, particularly AI infrastructure and tech lending, exposes it to valuation repricing risks. Recent redemptions of $527M from its tech-focused fund and elevated redemptions across multiple vehicles signal client concerns. With adjusted free cash flow yield of only 3.1% after accounting for stock-based compensation, the dividend appears partially funded by share dilution. The article concludes OWL is a leveraged macro trade on private credit rather than a safe yield play, recommending avoidance for cautious investors.

02/24/2026, 3:18 PM • Investing

KKR Reportedly Seals $1.3 Billion Deal For Majority Stake In XCL Education

KKR has agreed to acquire a controlling stake in XCL Education Holdings, a Singapore-based K-12 education operator, at an enterprise value of approximately $1.3 billion. The stake is being sold by TPG, with KKR prevailing over other bidders including Warburg Pincus, Blackstone, and EQT AB in a competitive process. The deal is expected to close pending regulatory approvals.

02/23/2026, 1:16 PM • Benzinga

BGB Group Acquires Hayden Consulting Group to Bolster Market Access and Patient Services

BGB Group announced the acquisition of Hayden Consulting Group, a market access and patient services consultancy. The combined entity will offer integrated commercial solutions spanning strategic advisory, market access, patient services, medical communications, and advertising across the pharmaceutical industry's full portfolio and brand lifecycles.

01/07/2026, 8:00 AM • GlobeNewswire

Cencora Strikes $5 Billion OneOncology Deal, Pauses Stock Buyback

Cencora agreed to acquire a majority stake in OneOncology for $5 billion, funded through new debt financing. The transaction is expected to close by the end of fiscal 2026 second quarter and is anticipated to be earnings neutral in the first twelve months.

12/15/2025, 9:09 AM • Benzinga

Hologic Agrees To $18.3 Billion Buyout By Blackstone And TPG

Hologic will be acquired by funds managed by Blackstone and TPG for $18.3 billion, with a purchase price of $79 per share representing a 46% premium. The transaction is expected to close in the first half of 2026.

10/21/2025, 12:02 PM • Benzinga

AVIDXCHANGE HOLDINGS INVESTOR ALERT BY THE FORMER ATTORNEY GENERAL OF LOUISIANA: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of AvidXchange Holdings, Inc. - AVDX

Law firm Kahn Swick & Foti is investigating the proposed $10.00 per share sale of AvidXchange Holdings to TPG Inc., examining whether the transaction adequately values the company.

08/19/2025, 9:30 PM • GlobeNewswire

AvidXchange Announces Second-Quarter 2025 Financial Results

AvidXchange reported Q2 2025 financial results with total revenue of $110.6 million, a 5.2% year-over-year increase. The company experienced a net loss of $9.5 million and is pending acquisition by TPG in partnership with Corpay.

08/06/2025, 8:00 PM • GlobeNewswire