GQG Partners Reports H1 Earnings: $0.08 EPS and $403 Million Revenue

GQG Partners reported H1 EPS of $0.08 and revenue of $403 million. The global boutique asset management firm focuses on active equity portfolios and provides investment advisory and asset management services through its subsidiary, GQG Partners LLC. GQG LLC offers investment services to various clients including investment funds, separately managed accounts, and mutual funds.

GQG Partners Inc., a global boutique asset management firm, has reported robust first-half (H1) financial results, showcasing its commitment to active equity portfolios and investment advisory services. The company reported an earnings per share (EPS) of $0.08 and revenue of $403 million for the period ended June 30, 2025 [2]. This performance highlights the firm's strong financial performance and its ability to deliver value to shareholders.

GQG Partners operates primarily through its subsidiary, GQG Partners LLC (GQG LLC), which provides investment advisory and asset management services to a diverse range of clients, including investment funds, separately managed accounts, and mutual funds [3]. The subsidiary's focus on active equity portfolios has been a key driver of the firm's success.

In addition to its strong financial performance, GQG Partners has been actively managing its portfolio. According to its most recent Form 13F filing with the Securities and Exchange Commission, GQG LLC increased its stake in TotalEnergies SE by 110.6% during the first quarter, acquiring an additional 119,945 shares and raising its total holdings to 228,358 shares worth approximately $14.77 million [1]. This significant increase in holdings underscores the firm's confidence in the long-term prospects of TotalEnergies.

TotalEnergies, a multi-energy company, has recently reported mixed earnings for the last quarter, with earnings per share (EPS) of $1.57 missing analysts' consensus estimates of $1.62. However, the company achieved revenues of $44.68 billion, exceeding analyst expectations [1]. Despite the earnings miss, several analysts have maintained a positive outlook on the company, with some reaffirming their "buy" ratings and setting new price targets [1].

GQG Partners' investment in TotalEnergies is part of a broader trend among institutional investors. Other large investors have also increased their stakes in the company, including Bank of America Corp DE, Federated Hermes Inc., Royal Bank of Canada, Envestnet Asset Management Inc., and Natixis Advisors LLC [1]. This collective interest in TotalEnergies suggests that the market sees potential in the company's long-term growth prospects.

In conclusion, GQG Partners' strong first-half financial results and strategic investment in TotalEnergies highlight the firm's commitment to delivering value to shareholders and its ability to navigate the complex world of active equity portfolios. As the company continues to grow and expand its investment offerings, investors and financial professionals will be closely watching its performance and strategic decisions.

References:
[1] https://www.marketbeat.com/instant-alerts/filing-gqg-partners-llc-purchases-119945-shares-of-totalenergies-se-sponsored-adr-nysette-2025-08-13/
[2] https://www.tipranks.com/news/company-announcements/gqg-partners-inc-reports-strong-half-year-financial-results-and-declares-interim-dividend
[3] https://www.marketscreener.com/quote/stock/GQG-PARTNERS-INC-128506337/