Oppenheimer Raises GCM Grosvenor Price Target to $20 from $19, Keeps Outperform Rating.

Oppenheimer raised GCM Grosvenor's (GCMG) price target to $20 from $19 and maintains an Outperform rating. The firm's quarterly results showed private markets revenue slightly lower than expected, but absolute return strategies were slightly higher, resulting in a 2% beat in fee-related earnings. Expenses were also fractionally lower.

GCM Grosvenor Inc. (GCMG) reported strong quarterly earnings for the period ending June 30, 2025, with adjusted earnings per share (EPS) of 16 cents, a 6% increase from the same quarter last year when EPS was 15 cents. This beat the mean expectation of five analysts for the quarter, who had forecast 15 cents per share [1].

The company's revenue rose 2.3% to $119.66 million, slightly higher than the analysts' expected $117.30 million. Private markets revenue was slightly lower than expected, while absolute return strategies performed slightly above expectations, contributing to a 2% beat in fee-related earnings. Expenses were also fractionally lower than expected [1].

Oppenheimer & Co. recently raised its price target for GCMG from $19 to $20 and maintained an "Outperform" rating, citing the company's strong performance and growth prospects [2]. The firm's long-term strategy and financial outlook will be presented at its upcoming Investor Day on October 15, 2025, in New York City. The event will feature key executives, including CEO Michael Sacks and CFO Pamela Bentley, and will be available both in-person and virtually through a live webcast [3].

Institutional investors have shown interest in GCMG, with 97 institutions adding shares to their portfolios and 59 decreasing their positions in the most recent quarter. Notable additions include Sumitomo Mitsui Trust Group, Inc. and Penn Capital Management Company, LLC [3].

References:
[1] Reuters. "GCM Grosvenor Inc. Reports Results for the Quarter Ended June 30." Reuters. Accessed July 02, 2025. https://www.tradingview.com/news/reuters.com,2025:newsml_L8N3TZ2SX:0-gcm-grosvenor-inc-reports-results-for-the-quarter-ended-june-30-earnings-summary/
[2] QuiverQuant. "GCM Grosvenor to Host Investor Day on October 15, 2025, in New York City." QuiverQuant. Accessed July 02, 2025. https://www.quiverquant.com/news/GCM+Grosvenor+to+Host+Investor+Day+on+October+15%2C+2025%2C+in+New+York+City
[3] The Motley Fool. "GCM Grosvenor (GCMG) Q2 2025 Earnings Transcript." The Motley Fool. Accessed July 02, 2025. https://www.fool.com/earnings/call-transcripts/2025/08/07/gcm-grosvenor-gcmg-q2-2025-earnings-transcript/