TPG RE Finance Trust, Inc.

TPG RE Finance Trust, Inc.

TRTXยทNYSE

$8.38

-1.4%
Real EstateREIT - Mortgage

TPG RE Finance Trust, Inc., a commercial real estate finance company, originates, acquires, and manages commercial mortgage loans and other commercial real estate-related debt instruments in the United States. It invests in commercial mortgage loans; subordinate mortgage interests, mezzanine loans, secured real estate securities, note financing, preferred equity, and miscellaneous debt instruments; and commercial real estate collateralized loan obligations and commercial mortgage-backed securities secured by properties primarily in the office, multifamily, life science, mixed-use, hospitality, industrial, and retail real estate sectors. The company qualifies as a real estate investment trust for federal income tax purposes. It generally would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. TPG RE Finance Trust, Inc. was incorporated in 2014 and is based in New York, New York.

At a Glance

Live Snapshot
Market Cap$647.84M
EPS0.5700
P/E Ratio14.70
Earnings Date08/04/2026
trtx

TPG RE Finance Trust, Inc. Street Expectations Map

TRTX ยท NYSE

Wall Street analysts project that TRTX stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 10.00, with estimates ranging from a low of 10.00 to a high of 10.00.

Lowest Target
10.00
19.33%
Consensus Target
10.00
19.33%
Highest Target
10.00
19.33%

The consensus 1-year price target stands at 10.00, with estimates ranging from a low of 10.00 to a high of 10.00.

Analyst Consensus Analysis

Upside Potential

+19.3%

Strong upside potential. Consensus indicates attractive return opportunity with favorable risk-reward profile.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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TPG RE Finance Trust, Inc. Forward Estimates of Revenue

TRTX ยท NYSE
Latest Revenue
332.57M
FY 2025
Avg Estimate
159.94M
FY 2026
Estimate Range
153.84M - 164.23M
Analyst Spread

Forward Growth Analysis

Projected Growth-51.9%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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TPG RE Finance Trust, Inc. Forward Estimates of Net Income

TRTX ยท NYSE
Latest Net Income
60.32M
FY 2025
Avg Estimate
87.88M
FY 2026
Estimate Range
77.93M - 97.60M
Analyst Spread

Forward Growth Analysis

Projected Growth+45.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread22%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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TPG RE Finance Trust, Inc. Forward Estimates of EPS

TRTX ยท NYSE
Latest EPS
0.57
FY 2025
Avg Estimate
$1.13
FY 2026
Estimate Range
$1.00 - $1.26
Analyst Spread

Forward Growth Analysis

Projected Growth+98.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread22%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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TPG RE Finance Trust, Inc. Forward Estimates of EBIT

TRTX ยท NYSE
Latest EBIT
249.66M
FY 2025
Avg Estimate
25.37M
FY 2026
Estimate Range
24.40M - 26.05M
Analyst Spread

Forward Growth Analysis

Projected Growth-89.8%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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TPG RE Finance Trust, Inc. Forward Estimates of EBITDA

TRTX ยท NYSE
Latest EBITDA
262.38M
FY 2025
Avg Estimate
52.39M
FY 2026
Estimate Range
50.39M - 53.79M
Analyst Spread

Forward Growth Analysis

Projected Growth-80.0%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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TPG RE Finance Trust, Inc. Forward Estimates of SG&A Expense

TRTX ยท NYSE
Latest SG&A Expense
42.58M
FY 2025
Avg Estimate
-4.09M
FY 2026
Estimate Range
-4.20M - -3.93M
Analyst Spread

Forward Growth Analysis

Projected Growth-109.6%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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TPG RE Finance Trust, Inc. Insider Positioning

TRTX ยท NYSE

During the last 12 months, insiders have purchased $53K and sold $2.19M worth of TRTX shares, resulting in $2.14M of net selling activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

3.1K

26.99K

Sold

0

0.00

Net Activity

+27K

+$27K

9-12 Months

Bought

3.4K

26.21K

Sold

285.6K

2.19M

Net Activity

-2.2M

-$2.17M

Top Buyers

1
SW

Silverstein Wendy

Director

2.1K sharesโ€ข2 transactions

$17K

2
GM

Gillmore Michael

Director

2.1K sharesโ€ข2 transactions

$17K

3
SMB

Smith Michael Bradley

Director

2.1K sharesโ€ข2 transactions

$17K

4
ST

Schuster Todd

Director

286 sharesโ€ข2 transactions

$2K

Top Sellers

1
BD

Bouquard Doug

Director, Officer: Chief Executive Officer

164.1K sharesโ€ข1 transactions

$1.26M

2
FR

Foley Robert

Officer: Chief Financial Officer

58.2K sharesโ€ข1 transactions

$447K

3
CM

Coleman Matthew

Officer: President

36.7K sharesโ€ข1 transactions

$282K

4
BA

Banyasz Avi

Director

14.1K sharesโ€ข1 transactions

$109K

5
FBC

Fox Brandon C

Officer: Chief Accounting Officer

7.9K sharesโ€ข1 transactions

$61K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $2.14M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.02:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

Moderate Selling

5 insider sellers vs. 4 buyers. More insiders selling than buying suggests cautious or negative sentiment.