Experian, the Industrials sector company, was revisited by a Wall Street analyst today. Analyst Annelies Vermeulen from Morgan Stanley maintained a Buy rating on the stock and has a p4,700.00 price target.
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Annelies Vermeulen has given his Buy rating due to a combination of factors related to Experian’s solid operational and financial performance. The company delivered third-quarter organic revenue growth of 8%, matching its full‑year target and broadly aligning with market expectations, with total revenue expanding even faster once acquisitions and currency effects are included. Growth was particularly robust in North America, supported by strong momentum in financial services, mortgage activity, and new product offerings, while U.S. Consumer Services also posted healthy gains. Latin America and other regions contributed, with especially strong consumer-facing activity in Latam despite macroeconomic headwinds, including rising membership and increased marketplace volumes.
Annelies Vermeulen’s rating is based on the view that the company’s guidance and margin trajectory remain attractive and well underpinned. Management has reiterated full‑year expectations for 11% total revenue growth and 8% organic growth alongside margin expansion, even after absorbing the temporary drag from recently acquired, lower-margin businesses. Underlying profitability is projected to improve meaningfully, supported by operating leverage and a modest foreign-exchange benefit, and current consensus forecasts are consistent with this outlook. Given the company’s ability to deliver in line with its growth targets amid sector noise and macro concerns, Vermeulen sees Experian as well positioned for continued earnings expansion, justifying a Buy recommendation.
According to TipRanks, Vermeulen is a 2-star analyst with an average return of 1.1% and a 51.22% success rate. Vermeulen covers the Industrials sector, focusing on stocks such as Experian, Diploma, and Ashtead.
In another report released today, UBS also maintained a Buy rating on the stock with a p4,300.00 price target.