Dimensional Fund Advisors LP Increases Stake in GCM Grosvenor Inc. $GCMG

Key Points

• Dimensional Fund Advisors increased its GCM Grosvenor stake by 17.4% in the first quarter, bringing its holdings to 823,520 shares valued at approximately $8.07 million. Institutional investors collectively own 99.95% of the company.
• GCM Grosvenor exceeded second-quarter expectations, reporting adjusted EPS of $0.19 versus the $0.18 consensus and revenue of $134.34 million versus $131.21 million expected. Fee-related earnings rose 21% year over year and adjusted net income increased 22%.
• Analysts maintain a favorable outlook, with a consensus “Buy” rating and an average price target of $15.33. The company also declared a quarterly dividend of $0.12 per share, representing an annualized yield of about 3.5%.

Dimensional Fund Advisors LP raised its stake in GCM Grosvenor Inc. (NASDAQ:GCMG - Free Report) by 17.4% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 823,520 shares of the company's stock after purchasing an additional 122,110 shares during the quarter. Dimensional Fund Advisors LP owned 0.41% of GCM Grosvenor worth $8,070,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently made changes to their positions in the company. National Bank of Canada FI increased its stake in shares of GCM Grosvenor by 65.5% in the third quarter. National Bank of Canada FI now owns 4,405 shares of the company's stock worth $53,000 after buying an additional 1,743 shares during the period. CANADA LIFE ASSURANCE Co boosted its position in GCM Grosvenor by 44.9% during the 4th quarter. CANADA LIFE ASSURANCE Co now owns 4,570 shares of the company's stock valued at $52,000 after buying an additional 1,417 shares during the period. Tower Research Capital LLC TRC grew its holdings in GCM Grosvenor by 308.5% in the 2nd quarter. Tower Research Capital LLC TRC now owns 5,776 shares of the company's stock worth $67,000 after acquiring an additional 4,362 shares during the last quarter. Quarry LP bought a new stake in GCM Grosvenor in the 3rd quarter worth $71,000. Finally, CWM LLC increased its position in shares of GCM Grosvenor by 104.8% in the fourth quarter. CWM LLC now owns 8,601 shares of the company's stock valued at $97,000 after acquiring an additional 4,402 shares during the period. Institutional investors own 99.95% of the company's stock.

Wall Street Analyst Weigh In

GCMG has been the subject of several recent analyst reports. Weiss Ratings raised shares of GCM Grosvenor from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Tuesday, July 21st. Wall Street Zen downgraded GCM Grosvenor from a "buy" rating to a "hold" rating in a report on Saturday, May 2nd. TD Cowen upped their price target on GCM Grosvenor from $13.50 to $14.00 and gave the company a "buy" rating in a research report on Tuesday, May 26th. Oppenheimer dropped their price objective on GCM Grosvenor from $18.00 to $17.00 and set an "outperform" rating for the company in a report on Friday, July 17th. Finally, Piper Sandler lifted their price objective on GCM Grosvenor from $13.00 to $15.00 and gave the stock an "overweight" rating in a research report on Monday, July 13th. Four equities research analysts have rated the stock with a Buy rating, Based on data from MarketBeat.com, GCM Grosvenor currently has a consensus rating of "Buy" and an average price target of $15.33.

Key Headlines Impacting GCM Grosvenor

Here are the key news stories impacting GCM Grosvenor this week:

• Positive Sentiment: Q2 earnings beat expectations: GCM Grosvenor reported adjusted earnings of $0.19 per share, versus the $0.18 consensus estimate and $0.16 a year earlier. Revenue totaled $134.34 million, exceeding analysts’ $131.21 million forecast. GCM Grosvenor earnings results
• Positive Sentiment: Underlying profitability improved: The company reported $9.6 million in GAAP net income, while fee-related earnings increased 21% year over year and adjusted net income rose 22%. These gains suggest continued growth in recurring management-fee revenue and operating performance. GCM Grosvenor second-quarter earnings release
• Positive Sentiment: Dividend declared: GCM Grosvenor announced a quarterly dividend of $0.12 per share, payable September 15 to shareholders of record September 1. The stated annualized yield is approximately 3.5%, which may appeal to income-oriented investors. GCM Grosvenor dividend announcement
• Neutral Sentiment: Management discussed the second-quarter results during an earnings call, giving investors additional context on performance and outlook, although the supplied transcript details do not identify a specific new catalyst. GCM Grosvenor Q2 2026 earnings call transcript

GCM Grosvenor Trading Up 1.8%

NASDAQ:GCMG opened at $13.82 on Tuesday. The firm has a market capitalization of $2.79 billion, a P/E ratio of 30.71 and a beta of 0.84. The company has a debt-to-equity ratio of 2.97, a current ratio of 4.05 and a quick ratio of 4.05. GCM Grosvenor Inc. has a one year low of $9.30 and a one year high of $14.38. The company's 50-day simple moving average is $12.42 and its 200 day simple moving average is $11.38.

GCM Grosvenor (NASDAQ:GCMG - Get Free Report) last released its earnings results on Monday, August 10th. The company reported $0.19 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.18 by $0.01. GCM Grosvenor had a net margin of 9.05% and a return on equity of 222.78%. The firm had revenue of $134.34 million during the quarter, compared to analyst estimates of $131.21 million. As a group, analysts forecast that GCM Grosvenor Inc. will post 0.66 EPS for the current fiscal year.

GCM Grosvenor Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Tuesday, September 1st will be paid a dividend of $0.12 per share. The ex-dividend date is Tuesday, September 1st. This represents a $0.48 dividend on an annualized basis and a yield of 3.5%. GCM Grosvenor's payout ratio is presently 106.67%.

About GCM Grosvenor

GCM Grosvenor is a global alternative asset management firm that specializes in customized investment solutions across a range of private markets and hedge fund strategies. The firm partners with institutional clients—including pension funds, endowments, insurers and sovereign wealth funds—to design and implement portfolios that span private equity, infrastructure, real estate, credit and multi‐strategy hedge fund products. Through its multi‐manager platforms and direct co‐investment vehicles, GCM Grosvenor provides diversified access to opportunities that can enhance returns and manage risk in client portfolios.

Founded in 1971 as Grosvenor Capital Management, the firm has built a track record of sourcing, structuring and monitoring alternative investments on behalf of its clients.

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