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Partners Group Flags Evergreen Fund Outflows But Reaffirms 2026 Growth Targets

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Partners Group Holding AG ( (CH:PGHN) ) has issued an announcement.

Partners Group, one of the largest players in global private markets, manages over USD 185 billion across private equity, private credit, infrastructure, real estate, royalties, and special opportunities. The firm, rooted in Switzerland with a major presence in Colorado, emphasizes an operationally focused, thematic investing approach aimed at transforming portfolio companies into market leaders.

The company reaffirmed its 2026 gross new client demand target of USD 26 to 32 billion despite heightened volatility in evergreen fund flows and recent pressure on its share price. While net assets under management are expected to grow solidly, Partners Group warned that elevated redemptions in several private equity evergreen funds could slow overall net AuM growth by 1–2% in the second half of 2026 and similarly in 2027.

Redemption requests in the firm’s Luxembourg-domiciled GV SICAV private equity evergreen fund reached about 9.8% of NAV for the second quarter, and a Delaware evergreen vehicle saw estimated repurchase requests slightly above its 5% tender threshold. Three other mature evergreen funds, largely held by institutional investors and totaling USD 9.7 billion, are projected to see second-quarter redemptions between 3.5% and 5%, reflecting broader industry-wide stress in open-ended private market vehicles.

To manage outflows, Partners Group is activating quarterly liquidity limits of up to 5% of NAV on GV SICAV and stands ready to apply similar mechanisms to other funds to protect long-term investors. Management stressed the strength and diversification of the underlying portfolio and investor base, and the firm will also open an additional employee share order window from 5 June 2026 to give staff the chance to increase their shareholdings, signaling confidence in the company’s long-term prospects.

The most recent analyst rating on (CH:PGHN) stock is a Hold
with a CHF1120.00 price target.
To see the full list of analyst forecasts on Partners Group Holding AG stock,
see the CH:PGHN Stock Forecast page.

More about Partners Group Holding AG

Partners Group is a leading global private markets investment firm headquartered in Switzerland, with around 2,000 professionals and over USD 185 billion in assets under management. The company offers investment programs and custom mandates across private equity, private credit, infrastructure, real estate, royalties, and special opportunities, serving a diversified base of institutional and private wealth investors worldwide.

Average Trading Volume: 117,359

Technical Sentiment Signal: Sell

Current Market Cap: CHF21.26B

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