FTSE 100 news / Daily overviews / 3 October 2026
FTSE 100 news overview: Saturday 3 October 2026
Average tone of news coverage across 90 FTSE 100 companies with relevant stories: +3.0 (slightly positive), against +2.1 the day before. 642 relevant stories in all; 54 companies had 3 or more, and 10 had none.
Most positive coverage
- Next +9.7
Coverage was dominated by Next raising its profit guidance, with its shares holding firm. - Endeavour Mining +9.5
Coverage centred on Endeavour's record cash flow, net cash balance sheet and dividend, with a large cash position said to support growth. - BP +8.7
Coverage was mainly about analyst upgrades from Wells Fargo and HSBC, with Wells Fargo pointing to debt progress. - Centrica +8.7
Coverage was mainly about broker support, with JPMorgan adding Centrica to its analyst focus list and a US bank calling earlier downgrades overdone. - Vodafone Group +8.7
Coverage centred on Berenberg starting coverage with a buy rating and raising its price target, alongside a share price rise.
Most negative coverage
- IG Group −10.0
Coverage focused on IG Group's third-quarter update, which showed revenue down 14% and a cut to its 2026 revenue growth outlook. - EasyJet −7.8
Coverage was dominated by the cabin crew strike in Portugal, which cancelled hundreds of flights and put Christmas travel at risk. - Anglo American −5.7
Coverage was dominated by reports that China is demanding copper supply commitments before approving the Anglo-Teck merger, which adds uncertainty to the deal. - JD Sports −2.8
Coverage leaned slightly negative, with a Shore Capital downgrade to Hold, a share price slip and a Nike update described as a headwind. - Pershing Square Holdings −2.3
Coverage mainly focused on the quarterly dividend being cut to $0.103 a share from $0.122, which leans negative.
Biggest moves from the day before
- Shell −2.5 → +7.2
Coverage was led by Shell approving a doubling of LNG Canada capacity, alongside a new carbon storage deal for the Northern Lights venture and small share price gains. - Games Workshop −3.0 → +6.0
Coverage centred on Games Workshop's share price rising by around 2 percent and a declared dividend. - NatWest Group −5.5 → +3.3
Coverage was mildly positive, with NatWest shares rising and the ongoing share buyback continuing. - Burberry Group −3.2 → +5.2
Coverage was mildly positive, with Taylor Swift wearing a Burberry outfit, a Barclays price target and a small share price rise.
Strongest and weakest tone
Next had the most positive coverage on 3 October 2026 and IG Group the most negative
Tone of coverage, −10 to +10, for the 5 strongest and 5 weakest of 54 companies with 3+ relevant stories.
Next is the largest at 9.7, ahead of Endeavour Mining (9.5). IG Group is the lowest at −10.0. 5 of the 10 are below zero.
Companies with fewer than 3 relevant stories are left out, as in the lists below. This is the tone of coverage, not a share price.Source: MarketFrame news analysis
| company | Tone |
|---|---|
| Next | 9.7 |
| Endeavour Mining | 9.5 |
| BP | 8.7 |
| Centrica | 8.7 |
| Vodafone Group | 8.7 |
| Pershing Square Holdings | −2.3 |
| JD Sports | −2.8 |
| Anglo American | −5.7 |
| EasyJet | −7.8 |
| IG Group | −10.0 |
By sector
| Sector | Average tone | Stories |
|---|---|---|
| Oil and gas | +7.9 | 13 |
| Telecoms | +5.3 | 38 |
| Investment trusts | +5.0 | 4 |
| Aerospace and defence | +4.8 | 20 |
| Mining | +4.8 | 61 |
| Real estate | +4.7 | 15 |
| Industrials and support services | +3.8 | 27 |
| Housebuilders | +3.4 | 3 |
| Media and technology | +3.4 | 8 |
| Travel and leisure | +3.3 | 37 |
| Retail | +3.2 | 100 |
| Utilities | +2.4 | 29 |
| Insurance | +2.1 | 55 |
| Consumer staples | +1.7 | 50 |
| Banks | +1.5 | 76 |
| Pharma and healthcare | +1.4 | 36 |
| Financial services | −0.1 | 70 |