GB Group

GBG · Main Market · Technology · mcap £344m · 150.2p

GBG sells software that checks who people are, spots fraud and validates addresses and locations for banks, retailers and other firms. It operates in the UK, the Americas and Asia-Pacific.

Recent signals

Positive 2 Sep 2026

Sterling Strategic Value Fund raised stake above 5%

Holding rose from about 3% to 5.07% between October 2025 and September 2026. 2 Sep 2026 23 Oct 2025

Negative 14 Aug 2026

FY27 revenue guidance cut to 1-3% from mid-single digit on Americas attrition

Guidance reduced about ten weeks after results; margin guided to about 21%, below expectations. 14 Aug 2026

Positive 5 Jun 2026

CEO and CFO bought shares in June 2026 and CEO in Oct 2025

Executives purchased shares after share price weakness. 5 Jun 2026 21 Oct 2025

Mixed 2 Jun 2026

£45m buybacks in FY26 plus further £10m

Substantial buybacks reducing share count while net debt rose to £80.1m. 2 Jun 2026 31 Mar 2026 25 Nov 2025

Capital actions

2026-03-31 buyback programme · £10m – Further buyback extension commencing 1 April 2026 31 Mar 2026
2026-03-27 debt refinancing · £175m – Refinanced revolving credit facility, new maturity September 2030 (previously July 2027) 27 Mar 2026
2025-11-25 buyback programme · £10m – Extension bringing FY26 buybacks announced to £45m 25 Nov 2025
2025-10-16 acquisition · AUD 16.0m (£7.9m) – Acquired DataTools, ANZ address validation provider, over 90% recurring revenue 16 Oct 2025
2025-07-23 buyback programme · £25m – Buyback of up to £25m, to run until 30 November 2025; shares cancelled 22 Jul 2025
2025-04-25 buyback programme · £10m – Share repurchase programme commenced immediately 25 Apr 2025

From the company's own announcements · not investment advice

Company filings. Not investment advice.