Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$562.7M
77M shares
52-week range
$7.29 – $9.42
2% from low
Sector
REAL ESTATE INVESTMENT TRUSTS
Exchange
NYSE
CS
P/S (TTM)
2.1
EV / FCF (TTM)
48.4
TPG RE Finance Trust Inc is a commercial real estate finance company. It originates, acquires, and manages commercial mortgage loans and other commercial real estate-related debt instruments consisting of first mortgage loans and senior participation interests in first mortgage loans secured by institutional-quality properties in primary and select secondary markets in the United States. The company's objective is to provide attractive risk-adjusted returns to its stockholders over time through cash distributions and capital appreciation. It focuses on directly originating and selectively acquiring floating-rate first mortgage loans that are secured by high-quality commercial real estate properties undergoing some form of transition and value creation.
www.tpgrefinance.comNo one on the platform currently holds TRTX.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 185,505 | $1.4M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-06-26 | $0.2400 | 2026-07-24 |
| 2026-03-27 | $0.2400 | 2026-04-24 |
| 2025-12-26 | $0.2400 | 2026-01-23 |
| 2025-09-26 | $0.2400 | 2025-10-24 |
| 2025-06-27 | $0.2400 | 2025-07-25 |
| 2025-03-28 | $0.2400 | 2025-04-25 |
| 2024-12-27 | $0.2400 | 2025-01-24 |
| 2024-09-27 | $0.2400 | 2024-10-25 |
| 2024-06-27 | $0.2400 | 2024-07-25 |
| 2024-03-27 | $0.2400 | 2024-04-25 |
No one on the platform has traded TRTX yet.
| 2023-12-28 | $0.2400 | 2024-01-25 |
| 2023-09-27 | $0.2400 | 2023-10-25 |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 5.6% | — | — | — | ||
| Rev. Growth % | -5.2% | 32.7% | ||||
| Profit Margin % | 18.1% | 9.5% | 4.8% | |||
| Free Cash Flow Margin % | 25.3% | 32.2% | 50.1% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +5.6% on the P/E track.
At today's price, your expected annual return is +8.1% on the P/E track.
At today's price, your expected annual return is +10.4% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $149M | -0.4% | $1.01 | $0.98–$1.07 | 7.3× | 3 |
| 2027 | $155M | +4.4% | $1.12 | $1.07–$1.17 | 6.6× | 3 |
| 2028 | $156M | +0.6% | $1.15 | $1.12–$1.18 | 6.4× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 3 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-28 | $0.26 | $0.23 | -10.1% |
| 2026-04-28 | $0.25 | $0.25 | +0.0% |
| 2026-02-17 | $0.27 | $0.24 | -11.1% |
| 2025-10-28 | $0.26 | $0.25 | -3.8% |
| 2025-07-29 | $0.24 | $0.24 | +0.0% |
| 2025-04-29 | $0.26 | $0.24 | -7.7% |
| 2025-02-18 | $0.26 | $0.10 | -61.5% |
| 2024-10-29 | $0.27 | $0.28 | +3.7% |
| $649M |
| — |
| IVRInvesco Mortgage Capital Inc. | $6.53 | -2.03% | $606M | — |
| MITTTPG Mortgage Investment Trust Inc | $6.41 | -1.38% | $204M | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$TRTX Commercial mortgage REITs and real estate finance companies are executing liability restructuring and capital deployment programs to navigate evolving market conditions, with strong liquidity positions and improved financing terms supporting earnings stability. Learn more: https://axlfi.com/themes/463
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https://www.marketbeat.com/earnings/reports/2026-7-28-tpg-re-finance-trust-inc-stock/ $TRTX TPG RE Finance Trust Earnings Transcript
View on StockTwits ↗$TRTX Commercial mortgage REITs and real estate finance companies are executing liability restructuring and capital deployment programs to navigate evolving market conditions, with strong liquidity positions and improved financing terms supporting earnings stability. Learn more: https://axlfi.com/themes/463
View on StockTwits ↗
$TRTX Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $0.12 down -42.86% YoY • Reported revenue of $34.01M down -21.22% YoY
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$TRTX looking forward to earning that $0.24 per share tomorrow
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$TRTX Excellent article that nails exactly where TRTX stands right now. So if you want to update your TRTX knowledge or get acquainted with TRTX, this is a must read. https://everyticker.com/quote/TRTX/analysis/trtx-s-new-vintage-advantage-why-tpg-s-transformed-cre-lender-trades-at-a-steep-discount-to-its-fortress-balance-sheet-nyse-trtx
View on StockTwits ↗$TRTX Q1 '26 Earnings Results & Recap • Reported GAAP EPS of $0.19 up 58.33% YoY • Reported revenue of $37.31M up 0.75% YoY
View on StockTwits ↗$TVTX this reminds me of $QURE on Sept 24th, 2025. They voluntarily halted the stock in order to have an emergency press release and conference call to announce stellar results from their phase I/II trial in Huntington's disease. After the morning conference call, and right before the market opened, they unhalted it and the share price went from $13.66 before the halt to $39.36 at the open. Then it kept going up to $59 two days later and on it's way to $70 after a couple of weeks. The only reason it crashed is because Marty Makary went on CNBC and said that they were not going to approve a gene therapy for Huntingtons that drills into peoples skulls. They completely singled out $QURE. Fortunately, thats not the situation with $TVTX because this is actual FDA approval in a lucrative indication, not just good trial results. Also note, $QURE had about the same short float % during that run up as $TRTX currently has. We could see a similar couple weeks once this halt is removed.
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i made more moves. sold $TRTX prc added 50 $ABR D another 50 $CIM a ontop what moves previously listed
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$TRTX - TPG RE Finance Trust Inc - 10K - Updated Risk Factors TRTX’s 2026 10-K sharpens risk around leverage and financing, adds a full new “Risks Related to Our Financing” suite, broadens loan, real estate, cyber, AI, and macro volatility risks, leans harder into REIT qualification and tax complexity, and makes manager, licensing, and governance constraints more explicit while trimming some older, redundant risk detail. #RealEstateInvestmentTrust #LeverageRisk #FinancingRisk #Cybersecurity #MacroVolatility 🟢 Added 🟠 Removed https://d-risk.ai/TRTX/10-K/2026-02-17
View on StockTwits ↗$TRTX Q4 '25 Earnings Results & Recap • Reported GAAP EPS of $0.00 • Reported revenue of $35.04M up 0.87% YoY
View on StockTwits ↗
$TRTX Current Stock Price: $8.98 Contracts to trade: $9.0 TRTX Feb 20 2026 Call Entry: $0.05 Exit: $0.09 ROI: 77% Hold ~26 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
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$TRTX is a REIT focused on commercial real estate lending; it faces headwinds from rising interest rates and potential credit issues in its loan portfolio, particularly office properties.
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$TRTX JPM with the 10.50 price tag. Yield plus some upside… You hold & collect.
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