3i Share Discussion Threads

[shaker45] 09/6/2026 09:07:48

Action is very dependent on new stores for growth. Opportunities in Europe are harder to find but the usa experiment is expensive and, critically, it lacks the low cost bulk cross border buying opportunities. If Action is running out of steam, maybe it's time to move on. Thoughts? Am I overlooking something?

[dudishes] 26/5/2026 09:32:47

Whilst Director buys a good sign, err....

21 May, SB invested £1.1M @ 22.29, nice.

Not forgetting previous DBs' £8.9M @ 25.55.

Yahoo have strong buys 6; buy 3; short 1; strong short 1.

Short again @ 23.31.

PS: I may be wrong...seems to be the case HSBA (losing).

[anhar] 22/5/2026 12:50:07

On 21 May 2026 Simon Borrows purchased 50,000 shares at a price of £22.2863 per share.

Total cost about £1.1m. Quite a vote of confidence though large scale director buying is not an infallible guide to future performance.

[waldron] 19/5/2026 16:58:16

3i Group plc

2,204GBXD
+122+5.86%

Last update at 17:37 GMT+2

[waldron] 19/5/2026 16:40:45

3i Group plc

2,206GBXD+124+5.96%


As of today at 17:26 GMT+2

[biggest bill] 19/5/2026 12:59:29

Assigning a more sensible valuation to the Action shares reduces the nav to around £24. This means that the shares are currently trading at a discount of around 10%. This seems like a fair price to me.

[waldron] 18/5/2026 23:22:47

TradingView

Key facts: 3i £5.3bn return NAV 3,030p; £750m buyback, Action weak


May 15, 2026, 09:15 GMT+2

3i Group (III) posted FY to 31 Mar: total return £5.30bn (+22%), NAV per share 3,030p, Action drove £4.51bn investment return, liquidity £1.86bn, debt gearing 2%, total dividend 84.5p


3i Group (III) announced a £750m share buyback. Weak trading at top holding Action—slower like‑for‑;like sales and lower margins—may dent 3i’s full‑year results and investor outlook.

[waldron] 18/5/2026 23:16:15

Bernstein Slashes 3i Group Price Target as Action Sales Growth Disappoints

Published on 05/18/2026 at 10:23 am BST
MT Newswires

[waldron] 18/5/2026 23:11:48

Latest Dividends

Summary Previous dividend Next dividend

Status Paid Declared

Type Interim Final

Per share 36.5p 48p

Declaration date 13 Nov 2025 (Thu) 14 May 2026 (Thu)

Ex-div date 27 Nov 2025 (Thu) 18 Jun 2026 (Thu)

Pay date 09 Jan 2026 (Fri) 24 Jul 2026 (Fri)

[waldron] 18/5/2026 23:02:29

Outlook

The Group's performance in FY2026 was underpinned by our two high-quality long-term hold assets delivering consistent compounding growth and a broader portfolio that has, once again, demonstrated resilience through periods of uncertainty and disruption. This performance provides a strong foundation as we enter FY2027 against an increasingly uncertain geopolitical backdrop.



We are committed to allocating capital efficiently and in the best interests of shareholders to drive sustainable long-term returns. Our capital management approach incorporates our disciplined focus on new investments and realisations, further investment in existing portfolio companies when opportunities arise, and the active management of our own capital structure.



Despite the progress in the year, the Board is conscious that the second half of the year has been challenging for shareholders, as the share price has adjusted from the significant premium to NAV that had built up, particularly over the preceding two years. Our focus is, as it has been since 2012, on building sustainable value in the portfolio as measured by growth in NAV and dividends per share, where the benefits of compounding returns accrue to shareholders over the long term. FY2026 was another year of consistent delivery of returns in excess of our 15% return target per annum, whilst the performance of the portfolio underpins our confidence for the future.



David Hutchison

Chair

13 May 2026

[waldron] 18/5/2026 23:01:10

Technical analysis trends

Short Term Mid-Term Long Term

Resistance 2,535 2,668.5 3,122

Support 2,112 2,112 1,772.73

marketscreener



Analysts' Consensus


Mean consensus
OUTPERFORM

Number of Analysts
11

Last Close Price
22.10GBP

Average target price
35.52GBP
Spread / Average Target
+60.70%

High Price Target
43.00GBP
Spread / Highest target
+94.57%

Low Price Target
18.50GBP
Spread / Lowest Target
-16.29%

[waldron] 18/5/2026 22:57:19

3i Group plc

2,082GBXD −128 −5.79%


At close at 18:34 GMT+2

[dudishes] 18/5/2026 22:48:46

Fools stuffed for £46K!

Catch you later.

[dudishes] 15/5/2026 15:40:21

Harvey Jones ramp more like. He;s in for wipe out!

Do you remember his previous ramps?

Fools and Horse's?

[tsmith2] 15/5/2026 15:33:21

good show of faith by directors

[dudishes] 15/5/2026 15:32:26

Double pump by Jones of fools. whoops! Gotcha at £29!

Fools rush in.

[dudishes] 15/5/2026 15:32:25

Double pump by Jones of fools. whoops! Gotcha at £29!

Fools rush in.

[martinmc123] 14/5/2026 11:19:03

.wealthoracle.co.uk/company-results

3i Group delivered another strong year, with a total return of £5,304m or 22% on opening shareholders' funds and NAV per share up to 3,030p from 2,542p. The Private Equity portfolio generated a gross investment return of 23%, with Action again the dominant driver — GIR of £4,510m or 25% on opening value. Action grew 2025 net sales 16% to €16.0bn, with LFL sales growth of 4.9% and EBITDA up 14% to €2,367m; 3i increased its stake from 57.9% to 65.4% and values it at £23,743m on an unchanged 18.5x run-rate multiple. Year-to-date Action LFL has slowed to 2.4% on consumer caution in France and Germany plus cooler weather. Infrastructure GIR was 7%. The Group received £1.9bn of cash proceeds, ending with net debt of £547m and 2% gearing. Total dividend up to 84.5p from 73.0p. A new buyback of up to £750m was announced, to complete by end-2026. Vs consensus: Total return of 22% and NAV per share of 3,030p ahead of the trajectory implied by the H1 NAV of 2,542p; the £750m buyback is a clear positive surprise. Softer Action year-to-date LFL is the watch item. Verdict: BEAT

.wealthoracle.co.uk/company-results

[chc15] 14/5/2026 10:46:55

Capital notification, so they were selling last few days. Big holding, wonder if they'll dump or buy more..

[chc15] 14/5/2026 10:41:28

Burrows i guess, he's in so deep, this is his project, so has blinders on. Wonder how long he'll stay at 3i, retirement is due.

[riverman77] 14/5/2026 10:30:33

Why an earth did 3i keep adding to their already huge position? From a portfolio management perspective surely they should have been trimming their position to rebalance the fund, especially given that growth was bound to slow at some point.

[eigthwonder] 14/5/2026 09:58:54

Valuation of Action is too high in objective terms, but the way unquoted investments are valued, where recent transactions carry a lot of weight, meant that because 3i kept buying out other investors at that silly price then the NAV stayed high. A bit like a MM or other investor in a losing position holding the bid rather than mark lower.

The US may work. Eventually. I note that the European retail formats which have made a go of it in the US are at the discount end of the spectrum without pretensions on brand and the associated cost base. But there is a massive valuation and momentum chasm in the 3i share story between now and the proof.