TriplePoint Venture Growth BDC (NYSE:TPVG) Price Target Cut to $5.00 by Analysts at Wells Fargo & Company

TriplePoint Venture Growth BDC (NYSE:TPVG) had its price target lowered by Wells Fargo & Company from $5.50 to $5.00 in a research report sent to investors on Thursday,Benzinga reports. Wells Fargo & Company currently has an underweight rating on the investment management company’s stock.

Several other brokerages also recently issued reports on TPVG. Weiss Ratings upgraded TriplePoint Venture Growth BDC from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Monday, February 9th. Wall Street Zen upgraded TriplePoint Venture Growth BDC from a “sell” rating to a “hold” rating in a research report on Saturday, December 6th. Finally, Zacks Research raised shares of TriplePoint Venture Growth BDC from a “strong sell” rating to a “hold” rating in a research note on Monday, December 8th. Six equities research analysts have rated the stock with a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, TriplePoint Venture Growth BDC presently has a consensus rating of “Reduce” and an average target price of $6.05.

TriplePoint Venture Growth BDC Stock Performance

Shares of TPVG stock opened at $5.39 on Thursday. The stock has a fifty day moving average price of $6.05 and a 200 day moving average price of $6.09. The stock has a market cap of $217.76 million, a PE ratio of 4.38 and a beta of 1.37. TriplePoint Venture Growth BDC has a 1 year low of $5.03 and a 1 year high of $7.66.

TriplePoint Venture Growth BDC (NYSE:TPVG) last released its quarterly earnings data on Wednesday, March 4th. The investment management company reported $0.25 EPS for the quarter, missing the consensus estimate of $0.26 by ($0.01). The business had revenue of $3.42 million during the quarter, compared to analysts’ expectations of $23.78 million. TriplePoint Venture Growth BDC had a return on equity of 12.07% and a net margin of 54.12%. As a group, equities research analysts predict that TriplePoint Venture Growth BDC will post 1.4 earnings per share for the current year.

Insiders Place Their Bets

In other news, CEO James Labe purchased 23,799 shares of the company’s stock in a transaction on Monday, January 12th. The stock was bought at an average cost of $6.66 per share, for a total transaction of $158,501.34. Following the completion of the purchase, the chief executive officer directly owned 1,998,489 shares of the company’s stock, valued at $13,309,936.74. The trade was a 1.21% increase in their position. The purchase was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Sajal Srivastava acquired 23,799 shares of TriplePoint Venture Growth BDC stock in a transaction dated Monday, January 12th. The stock was purchased at an average cost of $6.66 per share, for a total transaction of $158,501.34. Following the completion of the purchase, the insider directly owned 1,998,489 shares in the company, valued at approximately $13,309,936.74. This represents a 1.21% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last 90 days, insiders have bought 1,222,700 shares of company stock valued at $7,890,076. Insiders own 1.46% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of TPVG. XTX Topco Ltd acquired a new stake in shares of TriplePoint Venture Growth BDC in the fourth quarter valued at about $354,000. Oxford Asset Management LLP purchased a new position in TriplePoint Venture Growth BDC in the 4th quarter worth approximately $74,000. Millennium Management LLC grew its position in TriplePoint Venture Growth BDC by 20.3% in the fourth quarter. Millennium Management LLC now owns 28,036 shares of the investment management company’s stock valued at $183,000 after acquiring an additional 4,729 shares in the last quarter. Kovack Advisors Inc. raised its stake in shares of TriplePoint Venture Growth BDC by 13.1% during the fourth quarter. Kovack Advisors Inc. now owns 59,383 shares of the investment management company’s stock valued at $388,000 after purchasing an additional 6,864 shares during the period. Finally, Trexquant Investment LP lifted its position in shares of TriplePoint Venture Growth BDC by 48.1% during the fourth quarter. Trexquant Investment LP now owns 190,996 shares of the investment management company’s stock worth $1,249,000 after purchasing an additional 62,023 shares in the last quarter. Hedge funds and other institutional investors own 12.77% of the company’s stock.

Key Stories Impacting TriplePoint Venture Growth BDC

Here are the key news stories impacting TriplePoint Venture Growth BDC this week:

• Positive Sentiment: Management announced a new quarterly fundings target of $25M–$50M and described a shift toward an AI-focused portfolio for 2026, signaling potential growth in deal activity and future income that investors viewed favorably. TriplePoint Venture Growth outlines $25M–$50M quarterly fundings target amid AI portfolio shift
• Positive Sentiment: Despite a slight Q4 earnings miss, the stock ticked up as the market focused on funding targets and portfolio repositioning rather than the headline numbers. Short-term investor sentiment was positive on the news flow. TriplePoint Venture Growth BDC posts slight Q4 earnings miss; stock rises
• Neutral Sentiment: The full Q4 2025 earnings call transcript is available for investors who want detail on management’s outlook, portfolio composition, and funding cadence. Use the transcript to assess execution risk on the new funding targets. Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Company press releases and filings detailing Q4 and FY2025 results are available for verification and additional financial detail. Press Release — Q4 and FY2025 Results
• Negative Sentiment: Q4 results missed expectations: EPS $0.25 vs. consensus $0.26 and revenue came in far below estimates ($3.42M reported vs. ~$23.8M expected), highlighting near-term earnings pressure and lower realized income. TPVG misses Q4 earnings and revenue estimates
• Negative Sentiment: Analyst actions are mixed-to-negative: Wells Fargo cut its price target to $5.00 and set an “underweight” rating, signaling downside risk relative to current levels. Benzinga — Wells Fargo PT cut
• Negative Sentiment: Keefe, Bruyette & Woods trimmed their target to $6.50 and moved to “market perform,” reducing enthusiasm from that brokerage even though the PT still implies upside. This contributes to mixed analyst sentiment driving volatility. Benzinga — KBW PT cut

About TriplePoint Venture Growth BDC

TriplePoint Venture Growth BDC Inc is a closed-end management investment company externally managed by TriplePoint Capital LLC. The firm specializes in providing customized debt and equity financing to growth-stage, venture capital– and private equity–backed companies. Its financing solutions include senior secured loans, unitranche facilities, subordinated debt and selective equity co-investments tailored to support expansion, working capital needs and strategic initiatives.

Launched in September 2018 and listed on the New York Stock Exchange under the symbol TPVG, TriplePoint Venture Growth BDC leverages the deep industry expertise and established underwriting capabilities of TriplePoint Capital, a venture lender since 2003.