Eurazeo

Eurazeo has opened its first Middle East office in Abu Dhabi's ADGM, creating a new hub that brings the French investment group closer to Gulf institutional and sovereign investors. The move comes as Eurazeo's shares have fallen 12.10% year to date and delivered a 1 year total shareholder return decline of 19.43%, though the stock has gained 1.64% over the past day and 2.32% over the past week. The most followed valuation narrative on the company points to a fair value of €72.50 per share against a latest close of €45.84, framing the Abu Dhabi expansion as a discounted platform. Eurazeo has committed to increasing shareholder returns through dividends and buybacks, with a planned 50% increase in 2025 relative to 2024. Legacy asset write downs and pressure on valuations for holdings such as WorldStrides could still disrupt cash flows and weaken the rerating story.