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GB Group plc

LSE:GBG Stock Report

Market Cap: UK£347.5m

  • Company Overview
  • Valuation
  • Future Growth
  • Past Performance
  • Financial Health
  • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

GB Group Dividends and Buybacks

Dividend criteria checks 3/6

GB Group is a dividend paying company with a current yield of 2.89%.

Key information

2.9%

Dividend yield

13.3%

Buyback Yield

Total Shareholder Yield16.2%
Future Dividend Yield3.3%
Dividend Growth7.8%
Next dividend pay daten/a
Ex dividend daten/a
Dividend per sharen/a
Payout ratio-14%

Recent dividend and buyback updates

Recent updates

User avatar
Narrative Update • Sep 03

GBG: Reset Expectations And Identity Exposure Will Support Long Term Earnings

Analysts have trimmed their price targets on GB Group, with recent research pointing to a move from around £2.60 to between £1.90 and £2.10 as they factor in reduced guidance, contract losses and questions over the durability of growth in the Americas identity business. Analyst Commentary on GB Group Recent research on GB Group highlights a more cautious stance from the Street, with price targets reset in light of reduced guidance and contract losses.
User avatar
Narrative Update • Aug 17

GBG: US Partnership Expansion And Growth Investment Will Support Future Confidence

Analysts have trimmed their price target on GB Group to £2.70 from £3.20, citing lower fair value estimates and revenue growth assumptions, slightly higher profit margin expectations, a reduced future P/E multiple, and ongoing investment in growth as a key factor. What's in the News for GB Group GB Group issued updated earnings guidance for fiscal 2027, now expecting total group revenue growth in a range of 1% to 3%.
User avatar
Narrative Update • Jul 08

GBG: US Partnership Expansion Will Support Confidence Despite Recent Price Pressure

Analysts have trimmed their price target on GB Group to £2.70 from £3.20, citing the near term impact of a £6m growth investment on the company’s valuation, while highlighting progress with key customers as support for the longer term growth case. What’s in the News for GB Group GB Group and Equifax are expanding their partnership into the United States, aiming to strengthen identity and fraud protection offerings for business customers.
User avatar
Narrative Update • Jun 24

GBG: Growth Investment And Equifax Partnership Will Support Stronger Long Term Earnings

Analysts have trimmed their price target for GB Group from £3.20 to £2.70, citing the near term impact of the planned £6m growth investment. They also highlighted customer wins and growing management confidence as support for the longer term opportunity.
User avatar
Narrative Update • Jun 06

GBG: Expanded Equifax Partnership And Growth Investment Will Support Future Earnings Confidence

Analysts have trimmed their price target on GB Group from £3.20 to £2.70, citing a higher discount rate, updated growth assumptions, and recent commentary around the £6m growth investment and customer traction with companies like Uber as key factors in the recalibration. What's in the News Equifax and GB Group agreed to expand their partnership into the United States, integrating Equifax Identity and Fraud solutions into GBG's adaptive identity platform, GBG Go. (Source: Client Announcements) The integration is intended to let GBG customers use Equifax data to support identity resolution and fraud defenses, including synthetic identity fraud, credit ghosting, and first party fraud.
User avatar
Narrative Update • May 17

GBG: Updated Discount Rate And Margins Will Underpin Future Earnings Confidence

Analysts have adjusted their price target for GB Group to £39.94 from £39.43, citing updated assumptions around the discount rate, revenue growth, profit margin, and future P/E that keep the overall fair value view broadly unchanged. Valuation Changes Fair Value: kept flat at £4.5, with no change in the overall fair value estimate.
User avatar
Narrative Update • May 02

GBG: Refined Forecast Assumptions Will Support Confidence In Future Earnings Potential

Analysts have lifted their price target on GB Group to £4.50, with the move underpinned by updated assumptions that keep fair value at £4.50 while adjusting the discount rate, revenue growth, profit margin and future P/E inputs. Valuation Changes Fair Value: kept steady at £4.50, indicating no change in the central valuation estimate.
User avatar
Narrative Update • Apr 18

GBG: Refined Assumptions Will Support Confidence In Future Earnings Potential

Analysts have nudged their price target on GB Group slightly higher to £X.XX from £X.XX, citing updated assumptions around the discount rate, revenue growth, profit margin and forward P/E that leave their overall fair value view broadly unchanged. Valuation Changes Fair Value: The fair value estimate is unchanged at 4.5, indicating no material shift in the core valuation output.
User avatar
Narrative Update • Apr 02

GBG: Slightly Improved Assumptions Will Support Confidence In Future Earnings Potential

Analysts have nudged their price target on GB Group slightly higher to £X.X, reflecting small adjustments to assumptions around the discount rate, revenue growth, profit margins and future P/E, while keeping estimated fair value broadly unchanged at £4.50. Valuation Changes Fair Value: kept unchanged at £4.50, indicating no shift in the central valuation anchor.
User avatar
Narrative Update • Mar 18

GBG: Index Additions Will Support Confidence In Future Earnings Potential

Analysts have nudged their price target on GB Group slightly higher to £4.50. This reflects small refinements to assumptions around discount rate, revenue growth, profit margin and future P/E that leave their overall valuation view broadly unchanged.
User avatar
Narrative Update • Mar 03

GBG: Index Additions Will Support Confidence In Future Earnings Potential

Analysts have trimmed their price target on GB Group by £0.40. This reflects updated assumptions that include a higher discount rate, revised revenue growth and profit margin expectations, and a lower future P/E multiple.
Analysis Article • Nov 26

GB Group plc's (LON:GBG) Share Price Is Matching Sentiment Around Its Revenues

You may think that with a price-to-sales (or "P/S") ratio of 2.2x GB Group plc ( LON:GBG ) is a stock worth checking...
Analysis Article • Sep 13

Is There An Opportunity With GB Group plc's (LON:GBG) 39% Undervaluation?

Key Insights GB Group's estimated fair value is UK£3.78 based on 2 Stage Free Cash Flow to Equity Current share price...
Analysis Article • Jun 28

Statutory Profit Doesn't Reflect How Good GB Group's (LON:GBG) Earnings Are

GB Group plc's ( LON:GBG ) earnings announcement last week was disappointing for investors, despite the decent profit...
Analysis Article • Apr 25

More Unpleasant Surprises Could Be In Store For GB Group plc's (LON:GBG) Shares After Tumbling 26%

Unfortunately for some shareholders, the GB Group plc ( LON:GBG ) share price has dived 26% in the last thirty days...
User avatar
New Narrative • Mar 19

Investments In Identity And Location Segments Will Drive Future Upsell Opportunities

New focuses on operational efficiencies and innovation should enhance revenue growth and net margins through improved customer engagement and retention.
Analysis Article • Nov 27

Investors Shouldn't Be Too Comfortable With GB Group's (LON:GBG) Earnings

Unsurprisingly, GB Group plc's ( LON:GBG ) stock price was strong on the back of its healthy earnings report. However...
Analysis Article • Jun 14

UK£4.21 - That's What Analysts Think GB Group plc (LON:GBG) Is Worth After These Results

GB Group plc ( LON:GBG ) last week reported its latest full-year results, which makes it a good time for investors to...
Analysis Article • Apr 19

Is GB Group plc (LON:GBG) Trading At A 35% Discount?

Key Insights The projected fair value for GB Group is UK£3.82 based on 2 Stage Free Cash Flow to Equity GB Group's...
Analysis Article • Feb 15

Here's Why GB Group (LON:GBG) Can Afford Some Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Analysis Article • Jan 18

Is There An Opportunity With GB Group plc's (LON:GBG) 28% Undervaluation?

Key Insights The projected fair value for GB Group is UK£3.64 based on 2 Stage Free Cash Flow to Equity GB Group is...
Analysis Article • Dec 22

What GB Group plc's (LON:GBG) P/S Is Not Telling You

With a median price-to-sales (or "P/S") ratio of close to 2.5x in the Software industry in the United Kingdom, you...
Analysis Article • Jul 14

Estimating The Fair Value Of GB Group plc (LON:GBG)

Key Insights The projected fair value for GB Group is UK£2.82 based on 2 Stage Free Cash Flow to Equity With UK£2.43...
Analysis Article • Jun 17

We Think GB Group (LON:GBG) Has A Fair Chunk Of Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Analysis Article • Mar 23

Calculating The Fair Value Of GB Group plc (LON:GBG)

Key Insights The projected fair value for GB Group is UK£3.48 based on 2 Stage Free Cash Flow to Equity Current share...
Analysis Article • Feb 09

GB Group (LON:GBG) Takes On Some Risk With Its Use Of Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Analysis Article • Nov 11

GB Group plc (LON:GBG) Shares Could Be 35% Below Their Intrinsic Value Estimate

Today we will run through one way of estimating the intrinsic value of GB Group plc ( LON:GBG ) by estimating the...
Analysis Article • Sep 30

Should You Think About Buying GB Group plc (LON:GBG) Now?

GB Group plc ( LON:GBG ), is not the largest company out there, but it led the AIM gainers with a relatively large...

Stability and Growth of Payments

Fetching dividends data

Stable Dividend: GBG's dividend payments have been volatile in the past 10 years.

Growing Dividend: GBG's dividend payments have increased over the past 10 years.


Dividend Yield vs Market

GB Group Dividend Yield vs Market
How does GBG dividend yield compare to the market?
SegmentDividend Yield
Company (GBG)2.9%
Market Bottom 25% (GB)2.1%
Market Top 25% (GB)5.5%
Industry Average (Software)2.6%
Analyst forecast (GBG) (up to 3 years)3.3%

Notable Dividend: GBG's dividend (2.89%) is higher than the bottom 25% of dividend payers in the UK market (2.08%).

High Dividend: GBG's dividend (2.89%) is low compared to the top 25% of dividend payers in the UK market (5.52%).


Earnings Payout to Shareholders

Earnings Coverage: GBG is paying a dividend but the company is unprofitable.


Cash Payout to Shareholders

Cash Flow Coverage: With its reasonably low cash payout ratio (26.1%), GBG's dividend payments are well covered by cash flows.


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/13 09:58
End of Day Share Price 2026/09/11 00:00
Earnings2026/03/31
Annual Earnings2026/03/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* 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 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

GB Group plc is covered by 18 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Nicholas Michael DempseyBarclays
James ZarembaBarclays
Alexander James ShortBerenberg

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