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Informa posts record 2025 results and lifts buybacks as growth accelerates

Story Highlights
  • Informa delivered record 2025 revenue and profits, with strong cash generation funding higher dividends and buybacks despite non-cash charges weighing on statutory earnings.
  • The group is targeting faster underlying growth in 2026, leveraging its One Informa programme, AI and data capabilities, IMEA expansion and a solid balance sheet to increase investment and share repurchases.
  • Looking for the best stocks to buy? Follow the recommendations of top-performing analysts.
Informa posts record 2025 results and lifts buybacks as growth accelerates

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An update from Informa ( (GB:INF) ) is now available.

Informa reported record 2025 revenue of £4.04bn and adjusted operating profit of £1.14bn, driven by strong performance in B2B live events and disciplined cost control, which lifted margins and supported an eleventh consecutive year of double-digit adjusted EPS growth. Robust free cash flow of £884.8m underpinned £620m of shareholder returns through higher dividends and buybacks, even as statutory profit was dampened by non-cash charges related to intangible amortisation and an impairment at Informa TechTarget.

Looking ahead, the group is targeting at least mid-single-digit underlying revenue growth and faster earnings expansion in 2026, supported by strong early trading, high forward bookings and continued momentum in IMEA despite some travel disruption. Its four‑year One Informa programme is accelerating AI adoption, data-led marketing and brand expansion, while balance sheet strength is allowing increased share repurchases and ongoing investment in growth and sustainability initiatives such as its FasterForward strategy.

The most recent analyst rating on (GB:INF) stock is a Buy with a £1240.00 price target. To see the full list of analyst forecasts on Informa stock, see the GB:INF Stock Forecast page.

Spark’s Take on GB:INF Stock

According to Spark, TipRanks’ AI Analyst, GB:INF is a Outperform.

Informa’s strong financial performance and positive earnings call sentiment are major strengths, supporting a stable outlook. However, the high P/E ratio suggests overvaluation, and technical indicators show potential overbought conditions, which moderate the overall score.

To see Spark’s full report on GB:INF stock, click here.

More about Informa

Informa PLC is an international business-to-business group focused on live events, digital services and academic markets, operating major exhibition, conference and festival brands alongside its Taylor & Francis academic publishing arm. The company leverages proprietary first-party data, AI-enabled products and a strong presence in growth regions, particularly in IMEA, to serve specialist professional communities.

Average Trading Volume: 4,358,319

Technical Sentiment Signal: Buy

Current Market Cap: £9.9B

Learn more about INF stock on TipRanks’ Stock Analysis page.

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