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Experian posts record year and launches new US$1bn buyback as earnings surge

Story Highlights
  • Experian delivered record FY26 results with double‑digit revenue and earnings growth, margin expansion and strong returns on capital, supported by broad-based regional performance and rising demand across both B2B and consumer services.
  • Robust cash generation and a solid balance sheet enabled Experian to boost its dividend, step up acquisitions and announce a new US$1bn share repurchase, signalling confidence in sustained growth and its strategic positioning despite macroeconomic risks.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
Experian posts record year and launches new US$1bn buyback as earnings surge

Meet Samuel – Your Personal Investing Prophet

Experian ( (GB:EXPN) ) has provided an update.

Experian reported a record financial year to 31 March 2026, with revenue from ongoing activities rising 13% at actual exchange rates and 8% on an organic basis, and Benchmark EBIT from ongoing activities up 15%, driving margin expansion to 28.6% and a post-tax return on capital employed of 17.2%. Growth was broad-based across regions, with North America up 10%, Latin America 8%, UK and Ireland 2%, and EMEA and Asia Pacific 5%, while both B2B and Consumer Services benefited from sustained demand, cloud migration progress in North America and Brazil, and US$2bn of revenue from new and scaling products.

Benchmark EPS increased 15%, statutory basic EPS rose 29%, and strong cash generation produced a 93% benchmark operating cash flow conversion and net debt to Benchmark EBITDA of 1.7x, allowing Experian to lift its full-year dividend by 11% and execute US$725m of share buybacks. The company invested US$792m in acquisitions to deepen data and technology capabilities and announced a new US$1bn share repurchase programme, underscoring confidence in continued double‑digit earnings growth, further margin gains and expanding addressable markets despite macroeconomic uncertainties, including those linked to the Middle East.

The most recent analyst rating on (GB:EXPN) stock is a Buy with a £3700.00 price target. To see the full list of analyst forecasts on Experian stock, see the GB:EXPN Stock Forecast page.

Spark’s Take on EXPN Stock

According to Spark, TipRanks’ AI Analyst, EXPN is a Outperform.

Experian’s strong financial performance and positive earnings call sentiment are the most significant factors driving the stock score. However, technical indicators suggest a bearish trend, and the high P/E ratio indicates potential overvaluation. The company’s proactive share repurchase program positively impacts shareholder value.

To see Spark’s full report on EXPN stock, click here.

More about Experian

Experian is a global data and technology company that uses data, analytics and platforms to support lending, fraud prevention, healthcare, digital marketing and automotive insights across sectors including financial services, healthcare, automotive, agrifinance and insurance. Listed on the London Stock Exchange and part of the FTSE 100, it employs about 25,200 people in 33 countries and is headquartered in Dublin, Ireland.

The group also runs large-scale consumer services operations, offering tools that help millions of individuals improve their financial health and achieve their goals, with more than 215 million free members worldwide providing a foundation for further product monetisation.

Average Trading Volume: 3,434,296

Technical Sentiment Signal: Sell

Current Market Cap: £23.77B

For detailed information about EXPN stock, go to TipRanks’ Stock Analysis page.

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