3i Group (III) Stock Overview
A private equity firm specializing in mature companies, growth capital, middle markets, infrastructure, and management leveraged buyouts and buy-ins. More details
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 2/6 |
| Past Performance | 2/6 |
| Financial Health | 5/6 |
| Dividends | 5/6 |
Rewards
Risk Analysis
III Community Fair Values
Create NarrativeSee what 169 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
3i Group plc Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | UK£21.79 |
| 52 Week High | UK£44.97 |
| 52 Week Low | UK£18.25 |
| Beta | 1.14 |
| 1 Month Change | -15.00% |
| 3 Month Change | -30.16% |
| 1 Year Change | -46.36% |
| 3 Year Change | 11.43% |
| 5 Year Change | 74.04% |
| Change since IPO | 404.28% |
Recent News & Updates
Analysis Article • May 19
Growth Investors: Industry Analysts Just Upgraded Their 3i Group plc (LON:III) Revenue Forecasts By 13%
Shareholders in 3i Group plc ( LON:III ) may be thrilled to learn that the analysts have just delivered a major upgrade...Analysis Article • May 16
3i Group plc Just Missed Earnings And Its Revenue Numbers Were Weaker Than Expected
The analysts might have been a bit too bullish on 3i Group plc ( LON:III ), given that the company fell short of...Recent updates
Analysis Article • May 19
Growth Investors: Industry Analysts Just Upgraded Their 3i Group plc (LON:III) Revenue Forecasts By 13%
Shareholders in 3i Group plc ( LON:III ) may be thrilled to learn that the analysts have just delivered a major upgrade...Analysis Article • May 16
3i Group plc Just Missed Earnings And Its Revenue Numbers Were Weaker Than Expected
The analysts might have been a bit too bullish on 3i Group plc ( LON:III ), given that the company fell short of...
Narrative Update • Apr 08
III: Updated Margin Outlook Will Support Durable Returns And Dividend Visibility
Narrative Update on 3i Group The analyst price target for 3i Group has been trimmed by £2.87 to reflect a lower fair value estimate of £38.44. Analysts are factoring in a slightly reduced profit margin outlook, an updated future P/E of 8.27, and mixed recent target changes from Citi, Barclays, Deutsche Bank, and RBC Capital.Narrative Update • Mar 25
III: Updated Portfolio Assumptions Will Support Durable Returns And Dividend Visibility
The analyst price target for 3i Group has been adjusted slightly lower, reflecting a fair value move from £42.01 to £41.30, as analysts factor in updated assumptions on revenue growth, profit margins and future P/E while balancing recent mixed price target changes in sector peers. Analyst Commentary Recent Street research on 3i Group reflects a mix of optimism on the equity story and caution on near term valuation, with price targets adjusted both higher and lower around the current fair value range.Narrative Update • Mar 08
III: Lower Risk Assumptions Will Support Durable Returns And Dividend Visibility
Analysts have made a small upward adjustment to their fair value estimate for 3i Group to £42.01 per share. This change is supported by fresh research that reflects a slightly lower discount rate and modestly tweaked P/E and margin assumptions following recent price target changes from major banks.Narrative Update • Feb 21
III: Stable Forecasts Suggest Durable Returns And Ongoing Dividend Visibility
Analysts have slightly adjusted their price targets on 3i Group, with recent research showing moves of £1.00 higher and £0.95 lower. These changes leave our fair value estimate essentially unchanged at £42.01, supported by broadly stable assumptions for discount rate, revenue growth, profit margin and future P/E.Narrative Update • Feb 06
III: Slower Momentum Will Still Deliver Durable Returns And Dividend Visibility
Analysts have trimmed their fair value estimate for 3i Group to £42.01 from £42.22, reflecting slightly lower revenue growth and profit margin assumptions, partly offset by updated discount rate and future P/E inputs, along with a mix of recent target changes and rating moves across the Street. Analyst Commentary The recent research updates show a split in opinion on 3i Group, with some analysts adjusting price targets upward and others cutting targets and ratings.Analysis Article • Jan 28
With EPS Growth And More, 3i Group (LON:III) Makes An Interesting Case
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Narrative Update • Jan 22
III: Slower Momentum Will Still Deliver Compounding Returns And Dividend Visibility
Narrative update We trim our 3i Group fair value estimate to £42.22 from £43.94, reflecting analysts' lower price targets, a slightly softer profit margin outlook at 74.90%, and a modestly reduced future P/E assumption of 8.50x. Analyst Commentary Recent Street research on 3i Group has become more mixed, with some bullish analysts adjusting price targets while more cautious voices question how much upside remains at current levels.Narrative Update • Jan 07
III: Slower Momentum Will Still Deliver Compounding Returns And Dividend Support
Analysts have trimmed their 3i Group price target to £31.50 from £41.00, reflecting updated assumptions for the discount rate and earnings multiples as they factor in what they describe as slower momentum for the company. Analyst Commentary Recent research on 3i Group is skewed toward caution, with bearish analysts pointing to slower momentum and a valuation reset as key reasons for trimming expectations.Narrative Update • Dec 19
III: Discount Retail Exposure Will Deliver Compounding Returns Despite Slower Momentum
Analysts have trimmed their price target on 3i Group from approximately £44.44 to about £43.94, citing slower momentum. Despite stronger projected revenue growth and a modestly higher future P/E, they argue this justifies a lower valuation and reduced fair value.Narrative Update • Dec 05
III: European Discount Retail Exposure Will Drive Compounding Returns Amid Mixed Momentum
Analysts have trimmed their price target on 3i Group, reflecting a reduced fair value estimate of approximately £44.44 from about £46.07. This change factors in slightly higher discount rates, softer revenue growth assumptions, and moderating profit margins, despite continued conviction in the long term compounding potential of its core assets.Analysis Article • Nov 24
Benign Growth For 3i Group plc (LON:III) Underpins Stock's 26% Plummet
3i Group plc ( LON:III ) shares have had a horrible month, losing 26% after a relatively good period beforehand...Narrative Update • Nov 15
III: Strong European Retail Exposure Will Drive Compounding Returns Through 2028
Analysts have lowered their fair value estimate for 3i Group from £46.65 to £46.07, citing slower momentum and reduced growth expectations as key factors driving the change. Analyst Commentary Recent Street Research has revealed a mix of optimistic and cautious outlooks regarding 3i Group's future performance.Narrative Update • Oct 31
III: Resilient Retail Exposure And Compounding Set To Sustain Long-Term Momentum
Analysts have raised their price target for 3i Group slightly from £46.48 to £46.65, citing the company's robust growth trajectory and the strength of its leading retail investment. Analyst Commentary Bullish Takeaways Bullish analysts highlight the company's prominent stake in a leading European discount variety retailer, viewing it as a key driver for long-term growth.Analysis Article • Oct 30
Does 3i Group (LON:III) Deserve A Spot On Your Watchlist?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Narrative Update • Oct 17
Expansion In Private Equity And Resilient Sectors Will Boost Future Performance
Analysts have modestly increased their price target for 3i Group to £49.98 from £49.40, citing confidence in the company's robust growth outlook and the compounding value potential of its key assets. Analyst Commentary Analyst reports on 3i Group have highlighted both positive and cautious perspectives surrounding the company's valuation, growth potential, and execution strategy.Narrative Update • Oct 03
Expansion In Private Equity And Resilient Sectors Will Boost Future Performance
Analysts have raised their price target for 3i Group from £45.18 to £46.48, citing strong growth prospects for the company’s portfolio as well as robust net asset value compounding potential. Analyst Commentary Bullish analysts have highlighted several positive factors underpinning 3i Group's outlook, citing both the strength and potential of its core assets as well as the robust trajectory of its net asset value growth.Analysis Article • Aug 11
3i Group plc's (LON:III) Subdued P/E Might Signal An Opportunity
With a price-to-earnings (or "P/E") ratio of 7.8x 3i Group plc ( LON:III ) may be sending very bullish signals at the...Analysis Article • Jun 19
Shareholders May Not Be So Generous With 3i Group plc's (LON:III) CEO Compensation And Here's Why
Key Insights 3i Group's Annual General Meeting to take place on 26th of June Salary of UK£744.0k is part of CEO Simon...Analysis Article • Jun 18
3i Group (LON:III) Has Announced That It Will Be Increasing Its Dividend To £0.425
The board of 3i Group plc ( LON:III ) has announced that it will be paying its dividend of £0.425 on the 25th of July...
New Narrative • Feb 23
Expansion In Private Equity And Resilient Sectors Will Boost Future Performance
Focusing on expanding Private Equity and strategic disposals positions 3i Group for sustainable growth, enhancing future revenue and return on investments.Shareholder Returns
| III | GB Capital Markets | GB Market | |
|---|---|---|---|
| 7D | -5.7% | -1.4% | -0.3% |
| 1Y | -46.4% | -8.5% | 18.4% |
Return vs Industry: III underperformed the UK Capital Markets industry which returned -8.5% over the past year.
Return vs Market: III underperformed the UK Market which returned 18.4% over the past year.
Price Volatility
| III volatility | |
|---|---|
| III Average Weekly Movement | 8.8% |
| Capital Markets Industry Average Movement | 4.5% |
| Market Average Movement | 5.7% |
| 10% most volatile stocks in GB Market | 11.8% |
| 10% least volatile stocks in GB Market | 3.2% |
Stable Share Price: III's share price has been volatile over the past 3 months compared to the UK market.
Volatility Over Time: III's weekly volatility (9%) has been stable over the past year, but is still higher than 75% of UK stocks.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1945 | 223 | Simon Borrows | www.3i.com |
3i Group plc is a private equity firm specializing in mature companies, growth capital, middle markets, infrastructure, and management leveraged buyouts and buy-ins. The firm also provides infrastructure financing and debt management. For debt management, it invests in senior and mezzanine corporate debt in typically large and private companies in United Kingdom, Europe, Asia, and North America.
3i Group plc Fundamentals Summary
| III fundamental statistics | |
|---|---|
| Market cap | UK£22.18b |
| Earnings (TTM) | UK£5.29b |
| Revenue (TTM) | UK£5.58b |
4.2x
P/E Ratio4.0x
P/S RatioIs III overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| III income statement (TTM) | |
|---|---|
| Revenue | UK£5.58b |
| Cost of Revenue | UK£0 |
| Gross Profit | UK£5.58b |
| Other Expenses | UK£288.00m |
| Earnings | UK£5.29b |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
Jul 23, 2026
| Earnings per share (EPS) | 5.20 |
| Gross Margin | 100.00% |
| Net Profit Margin | 94.84% |
| Debt/Equity Ratio | 3.9% |
How did III perform over the long term?
See historical performance and comparisonDividends
3.9%
Current Dividend Yield16%
Payout RatioDoes III pay a reliable dividends?
See III dividend history and benchmarks| 3i Group dividend dates | |
|---|---|
| Ex Dividend Date | Jun 18 2026 |
| Dividend Pay Date | Jul 24 2026 |
| Days until Ex dividend | 16 days |
| Days until Dividend pay date | 52 days |
Does III pay a reliable dividends?
See III dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/01 05:30 |
| End of Day Share Price | 2026/06/01 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2026/03/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
3i Group plc is covered by 19 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Michael Sanderson | Barclays |
| Daniel Garrod | Barclays |
| Michael Sanderson | Barclays |