BeBeez Trading Floor roundup with eToro support about the performances of private capital firms listed on global exchanges.
The performance of listed European private capital firms replied the results of golf Ryder Cup of Farmingdale (New York). European players outperformed overseas peers without exception. Even though the administration shutdown following the failure of the debt deal in Congress did not impress market participants, there is a strong and generalised increase in uncertainty over the US economy as the Fed may not cut further the interest rate considering labour market data. Donald Trump’s administration could in fact take advantage of the shutdown to intensify the Doge (Department of Government Efficiency) campaign for public expenses review. This could have unpredictable repercussions for the economy in general. The disruption also involved the Bureau of Labor Statistics, the provider of the much-anticipated monthly data, so that the markets and the Fed itself now have to resort to less reliable sources (such as the ADP), which increases the risk of wrong decisions.
Investors are perceiving the European economy as more stable, and this is a benefit to listed private capital firms. UBS analysts changed their view about London-listed 3i (+9.4%) from Neutral to Buy and increased the target price to 47 GBP (previously 44.50 GBP). UBS previously downgraded 3i due to the slow growth of discount chain Action, the main asset in the British group’s portfolio. However, the Swiss investment bank believes that the slowdown now ended, and that 3i has more attractive valuations.
Paris-listed Eurazeo (+9.2%) fetched 138 million euros or 2.1 cash multiple out of the sale of online pet food retailer Ultra Premium Direct to Inspired Pet Nutrition, a Capvest portfolio company (press release).
Milan Italmobiliare (+6.2%) soprattutto perché il broker TP ICAP Midcap ha avviato la copertura sul titolo assegnandogli un Buy e un target price di 37,3 euro (contro i 31,75 dell’ultima chiusura). Peraltro il gruppo di Via Borgonuovo tratta sul mercato a uno sconto largamente considerato eccessivo.
NYSE-listed Blackstone Mortgage Trust market capitalization increased by only +0.5%.
NYSE-listed Hamilton Lane plummeted by 9.4% despite having announced the launch of a venture capital fund (press release). In September 2025, the firm concluded the 77.5 million US Dollars worth placement of Class A stocks. However, BMO Capital just started to cover Hamilton Lane with an Outperform rating while setting a target price of 150 US Dollars from 128 US Dollars at the last closure.
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