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Experian plc (GB:EXPN)
LSE:EXPN

Experian (EXPN) AI Stock Analysis

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GB:EXPN

Experian

(LSE:EXPN)

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Outperform 75 (OpenAI - 5.2)
Rating:75Outperform
Price Target:
3,021.00p
▲(12.51% Upside)
Action:ReiteratedDate:12/07/25
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.
Positive Factors
Free Cash Flow Strength
Robust cash conversion (FCF growth 22.3%, OCF 1.72x net income) creates durable internal funding for R&D, platform investment, dividends and buybacks. High recurring cash generation reduces reliance on external financing and supports strategic flexibility through cycles.
Margins & Profitability
Strong gross (47.8%) and healthy net margins (15.5%), alongside steady revenue growth, reflect scalable data/analytics economics and pricing power. Recurring B2B contracts and efficient cost structure support sustained profitability and reinvestment capacity over the medium term.
Platform & AI Adoption
Acceleration of Ascend and rollout of AI-driven solutions embeds Experian deeper into client workflows, increasing switching costs and recurring revenue. Platform-led delivery and product expansion broaden TAM and enhance long-term client retention and margin resilience.
Negative Factors
Latin America Macro Exposure
Sustained high interest rates and elevated consumer indebtedness in Latin America depress lending volumes and credit activity, reducing demand for bureau and decisioning services. Prolonged regional weakness can materially dampen revenue and margins given Experian's exposure.
Mature UK&I Market
Low single-digit growth in UK & Ireland points to market maturity and limited organic upside in a core region. Persistent slow growth forces greater dependence on higher-growth geographies or increased investment/M&A to sustain overall company growth rates.
Moderate Leverage
A debt-to-equity near 1.0 denotes moderate leverage that, while manageable, reduces balance-sheet headroom for large acquisitions or shock absorption. In a prolonged downturn or with rising funding costs, financial flexibility and strategic optionality could be constrained.

Experian (EXPN) vs. iShares MSCI United Kingdom ETF (EWC)

Experian Business Overview & Revenue Model

Company DescriptionExperian plc, together with its subsidiaries, operates as a technology company. The company operates through two segments, Business-to-Business and Consumer Services. It provides data services to identify and understand the customers, as well as to manage the risks related with lending. The company also offers analytical and decision tools that enhance businesses to manage their customers, minimize the risk of fraud, comply with legal requirements, and automate decisions and processes. In addition, it provides financial education, free access to Experian credit reports and scores, online educational tools, and applications to manage their financial position, access credit offers, and protect themselves from identity fraud. The company serves customers in financial service, direct-to-consumer, health, retail, automotive, software and professional services, telecommunications and utility, insurance, media and technology, government and public, and other sectors. It operates in North America, Latin America, the United Kingdom, Ireland, Europe, the Middle East, Africa, and the Asia Pacific. The company was formerly known as Experian Group Limited and changed its name to Experian plc in July 2008. Experian plc was founded in 1826 and is headquartered in Dublin, Ireland.
How the Company Makes MoneyExperian generates revenue through multiple key streams. The primary source of income comes from its credit services segment, which includes the sale of credit reports and scores to lenders, financial institutions, and consumers. The company also earns revenue from its decision analytics services, which help businesses manage risk and make strategic decisions based on consumer data analytics. Additionally, Experian's marketing services division provides data-driven marketing solutions, enabling companies to effectively target and engage their customers. Significant partnerships with financial institutions, technology companies, and government agencies enhance Experian's data offerings and expand its market reach, contributing to its overall earnings. Furthermore, the company has been investing in digital solutions and identity protection services, which have shown growth potential in the evolving market landscape.

Experian Earnings Call Summary

Earnings Call Date:Nov 12, 2025
(Q2-2026)
|
% Change Since: |
Next Earnings Date:May 20, 2026
Earnings Call Sentiment Positive
The earnings call reflected a strong overall performance with significant growth in key regions, particularly North America, and successful integration of AI and new products. However, challenges in Latin America and lower growth in the UK&I region were noted. The company remains optimistic about future growth and AI opportunities.
Q2-2026 Updates
Positive Updates
Strong Revenue and Growth
Organic revenue growth accelerated from 8% in Q1 to 9% in Q2, with an average of 8% for the first half. Including acquisitions, total constant currency revenue growth reached 12%.
North America Performance
North America saw strong performance with organic growth accelerating to 12% in Q2, driven by client wins and expansions, and improved lender activity.
Ascend Platform Adoption and AI Integration
Ascend platform adoption continues to accelerate, with new AI-driven products like the Model Governance solution and Patient Access Curator launching.
EBIT Margin and EPS Growth
EBIT margin increased by 50 basis points at constant currency and 30 basis points at actual rates, with double-digit benchmark EPS growth and a 10% interim dividend raise.
Cloud Transformation Progress
Cloud migrations in North America and Brazil are on track, with dual run costs expected to peak this financial year.
Negative Updates
Challenges in Latin America
Fiscal conditions in Latin America, particularly Brazil, remain constrained by high interest rates and consumer indebtedness, affecting margins negatively.
UK&I Low Single-Digit Growth
The UK&I region delivered low single-digit growth overall, though there was excellent adoption of Ascend Sandbox among B2B clients.
Company Guidance
In the recent conference call, Experian's CEO, Brian Cassin, highlighted strong financial performance for the first half of fiscal year 2026, reaching the top end of their guidance range. Key metrics included organic revenue growth, which accelerated from 8% in Q1 to 9% in Q2, averaging 8% for the first half. Total constant currency revenue growth was reported at 12%, incorporating acquisitions. The company experienced a 50 basis point increase in EBIT margin at constant currency and a 30 basis point increase at actual rates. Experian's leverage ratio stood at 1.8x, reflecting robust cash flow growth. The interim dividend was raised by 10%, and North America's organic growth reached 12% in Q2 due to strong client activity. Consumer Services also grew by 9%, with over 208 million free members, while the UK and Ireland delivered low single-digit growth. EMEA and Asia Pacific saw mid-single-digit growth, supported by innovation. The company is focused on leveraging AI to accelerate growth and enhance product offerings, particularly through the Ascend platform.

Experian Financial Statement Overview

Summary
Experian demonstrates strong financial health with robust revenue growth, solid profitability, and efficient cash flow generation. The company maintains a balanced capital structure with manageable debt levels and effective equity utilization. Minor fluctuations in net income are noted but do not significantly impact the overall strong financial position.
Income Statement
85
Very Positive
Experian has demonstrated robust revenue growth, with a consistent upward trend over the past years. The gross profit margin stands at 47.8% for the latest year, indicating efficient cost management. The net profit margin is healthy at 15.5%, and both EBIT and EBITDA margins have shown strong performance, suggesting sound operational profitability. However, a slight decline in net income compared to the previous year indicates potential challenges in maintaining net profitability.
Balance Sheet
78
Positive
The balance sheet reflects a stable financial position with a debt-to-equity ratio of 0.99, indicating moderate leverage. The return on equity is impressive at 23.1%, showcasing effective utilization of equity. However, the equity ratio of 39.2% suggests a balanced but not overly conservative capital structure. Overall, the company maintains a solid equity base with manageable debt levels.
Cash Flow
82
Very Positive
Experian's cash flow position is strong, with significant free cash flow generation and a positive growth rate of 22.3%. The operating cash flow to net income ratio is 1.72, highlighting strong cash conversion efficiency. The free cash flow to net income ratio of 1.16 further underscores the company's ability to generate cash beyond operational needs. While capital expenditures have increased, cash flow remains robust.
BreakdownTTMMar 2025Mar 2024Mar 2023Mar 2022Mar 2021
Income Statement
Total Revenue8.05B7.63B7.09B6.80B6.04B5.68B
Gross Profit2.00B2.94B2.71B2.60B2.22B2.07B
EBITDA2.84B2.50B2.40B2.04B2.16B1.88B
Net Income1.38B1.18B1.20B790.93M1.12B849.56M
Balance Sheet
Total Assets13.58B12.89B11.71B10.86B10.89B10.07B
Cash, Cash Equivalents and Short-Term Investments363.00M404.00M320.76M209.00M186.00M200.00M
Total Debt4.18B5.02B4.27B4.10B4.10B4.34B
Total Liabilities8.14B7.80B7.04B6.90B6.89B6.95B
Stockholders Equity5.40B5.05B4.63B3.93B3.97B3.08B
Cash Flow
Free Cash Flow2.08B1.96B1.11B1.09B1.29B1.07B
Operating Cash Flow2.13B2.00B1.75B1.72B1.80B1.49B
Investing Cash Flow-1.43B-1.85B-1.10B-948.00M-1.12B-827.00M
Financing Cash Flow-677.95M-62.00M-551.00M-722.00M-687.00M-747.00M

Experian Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price2685.00
Price Trends
50DMA
2924.42
Negative
100DMA
3165.82
Negative
200DMA
3477.33
Negative
Market Momentum
MACD
-42.33
Negative
RSI
48.50
Neutral
STOCH
62.57
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:EXPN, the sentiment is Neutral. The current price of 2685 is above the 20-day moving average (MA) of 2576.85, below the 50-day MA of 2924.42, and below the 200-day MA of 3477.33, indicating a neutral trend. The MACD of -42.33 indicates Negative momentum. The RSI at 48.50 is Neutral, neither overbought nor oversold. The STOCH value of 62.57 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for GB:EXPN.

Experian Peers Comparison

Overall Rating
UnderperformOutperform
Sector (63)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
75
Outperform
$24.32B15.2626.88%1.40%5.84%11.65%
71
Outperform
£46.68B26.8370.68%2.13%2.48%3.23%
63
Neutral
$10.79B15.437.44%2.01%2.89%-14.66%
56
Neutral
£522.49M24.993.76%1.19%9.25%-51.82%
* Industrials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GB:EXPN
Experian
2,685.00
-950.90
-26.15%
GB:DATA
GlobalData
74.20
-104.73
-58.53%
GB:REL
RELX plc
2,553.00
-1,133.06
-30.74%

Experian Corporate Events

Business Operations and StrategyStock Buyback
Experian Cancels New Batch of Shares Under Ongoing Buyback Programme
Positive
Mar 4, 2026

Experian has executed part of its previously announced share repurchase programme, buying 399,136 ordinary shares on the London Stock Exchange on 3 March 2026 at a weighted average price of 2,678.4467 pence. The company will cancel the repurchased shares and publish details of all transactions under the programme on its website on a weekly basis, a move that will reduce the share count and may enhance earnings per share and capital efficiency for investors.

The most recent analyst rating on (GB:EXPN) stock is a Hold with a £2959.00 price target. To see the full list of analyst forecasts on Experian stock, see the GB:EXPN Stock Forecast page.

Business Operations and StrategyStock Buyback
Experian Continues Share Buyback With £12m London Stock Purchase
Positive
Mar 3, 2026

Experian has executed part of its previously announced share repurchase programme, buying 437,772 ordinary shares on the London Stock Exchange at prices between 2,725p and 2,783p, with a weighted average of 2,755.388p. The company said the shares acquired on 2 March 2026 will be cancelled, and that it will continue to disclose buyback activity on a weekly basis via its website.

The latest transaction underscores Experian’s ongoing capital management strategy, potentially supporting earnings per share and signalling confidence in its valuation and future cash generation. Regular publication of buyback data provides additional transparency for investors as the company continues to deploy surplus capital while maintaining its positioning as a leading data and technology provider across multiple sectors.

The most recent analyst rating on (GB:EXPN) stock is a Buy with a £3068.00 price target. To see the full list of analyst forecasts on Experian stock, see the GB:EXPN Stock Forecast page.

Stock Buyback
Experian Cancels Newly Repurchased Shares Under Ongoing Buyback
Positive
Mar 2, 2026

Experian has executed a further tranche of its previously announced share repurchase programme, buying 10,228 ordinary shares on the London Stock Exchange via J.P. Morgan Securities at prices between 2,740 and 2,754 pence, with a weighted average of 2,751.1130 pence. The purchased shares will be cancelled, modestly reducing the company’s share count and contributing to capital return for investors, with transaction details to be disclosed weekly on Experian’s website.

The most recent analyst rating on (GB:EXPN) stock is a Buy with a £3134.00 price target. To see the full list of analyst forecasts on Experian stock, see the GB:EXPN Stock Forecast page.

Business Operations and StrategyPrivate Placements and Financing
Experian Expands Equity Base With Additional Share Issuance
Neutral
Feb 27, 2026

Experian has issued and admitted additional ordinary shares to trading on the London Stock Exchange’s Main Market, expanding its equity base under existing block admissions. The issuance covers 10,112 shares between 19 and 31 January 2026 and 34,593 shares between 1 and 27 February 2026, all fully fungible with existing stock.

Following these issuances, Experian’s total ordinary share count rises to 966,855,945, a modest increase that marginally dilutes existing holdings while supporting ongoing share-based schemes or corporate purposes. The move underscores the company’s continued use of capital markets infrastructure to manage its equity structure without requiring a new prospectus.

The most recent analyst rating on (GB:EXPN) stock is a Buy with a £3125.00 price target. To see the full list of analyst forecasts on Experian stock, see the GB:EXPN Stock Forecast page.

Regulatory Filings and Compliance
Experian Updates Market on Total Voting Rights
Neutral
Feb 27, 2026

Experian has confirmed that, as of 27 February 2026, its share capital comprises 966,855,945 ordinary shares with voting rights and 20 non‑voting deferred shares, of which 56,683,651 ordinary shares are held in treasury. This results in a total of 910,172,294 voting rights, a key reference figure for investors monitoring their holdings and regulatory disclosure thresholds under U.K. transparency rules.

The most recent analyst rating on (GB:EXPN) stock is a Buy with a £3125.00 price target. To see the full list of analyst forecasts on Experian stock, see the GB:EXPN Stock Forecast page.

Business Operations and StrategyStock Buyback
Experian Advances Buyback Plan With New Share Repurchase Tranche
Positive
Feb 27, 2026

Experian has executed another tranche of its ongoing share repurchase programme, buying 175,356 ordinary shares on 26 February on the London Stock Exchange at prices between 2,639p and 2,712p, with a weighted average of 2,683.5387p. The company plans to cancel all shares purchased under this programme, effectively reducing its share count and potentially enhancing earnings per share and capital returns for investors.

The latest buyback activity, carried out through J.P. Morgan Securities, underscores Experian’s confidence in its balance sheet and long‑term strategy as it continues to deploy capital into both shareholder distributions and technology investments. By signalling commitment to disciplined capital management while maintaining growth initiatives, Experian reinforces its positioning as a data‑driven infrastructure player across financial services and other key industries.

The most recent analyst rating on (GB:EXPN) stock is a Buy with a £2995.00 price target. To see the full list of analyst forecasts on Experian stock, see the GB:EXPN Stock Forecast page.

Stock Buyback
Experian Advances Share Buyback With Fresh London Stock Purchase
Positive
Feb 26, 2026

Experian, a global data and technology specialist serving financial services, healthcare, automotive and other sectors, provides analytics-driven tools to improve lending, fraud prevention and consumer financial outcomes. The FTSE 100 group is headquartered in Dublin and employs over 25,000 people across 33 countries, reflecting its broad international footprint.

The company has continued its previously announced share repurchase programme, buying 399,433 ordinary shares on 25 February 2026 via J.P. Morgan Securities on the London Stock Exchange at a weighted average price of 2,622.1614 pence. Experian said the repurchased shares will be cancelled, tightening its share base and signalling ongoing capital returns to shareholders, with details of further buyback trades to be posted weekly on its website.

The most recent analyst rating on (GB:EXPN) stock is a Buy with a £4100.00 price target. To see the full list of analyst forecasts on Experian stock, see the GB:EXPN Stock Forecast page.

Business Operations and StrategyStock Buyback
Experian Cancels 399,569 Shares Under Ongoing Buyback Programme
Positive
Feb 25, 2026

Experian has repurchased 399,569 of its 10 US cent ordinary shares on the London Stock Exchange as part of its previously announced buyback programme, paying a weighted average price of 2,543.0813 pence. The company plans to cancel these shares, effectively shrinking its share count and returning capital to investors, with details of further transactions to be updated weekly on its website.

By reducing the number of shares in circulation, Experian may enhance earnings per share and signal confidence in its financial position and long-term strategy. The move underscores the company’s continued focus on shareholder returns while it invests in data and technology capabilities across its core markets.

The most recent analyst rating on (GB:EXPN) stock is a Buy with a £2916.00 price target. To see the full list of analyst forecasts on Experian stock, see the GB:EXPN Stock Forecast page.

Business Operations and StrategyStock Buyback
Experian Cancels 399,019 Shares in Latest Buyback Move
Positive
Feb 24, 2026

Experian has repurchased 399,019 of its ordinary shares on the London Stock Exchange as part of its previously announced buyback programme, paying a weighted average price of 2,571.2535 pence per share within a trading range of 2,520 to 2,605 pence. The shares will be cancelled, reducing the company’s share count and potentially enhancing earnings per share, while transactions under the programme will be disclosed weekly on its website, underscoring continued capital-return efforts to shareholders.

The most recent analyst rating on (GB:EXPN) stock is a Buy with a £2916.00 price target. To see the full list of analyst forecasts on Experian stock, see the GB:EXPN Stock Forecast page.

Stock Buyback
Experian Cancels 399,031 Shares in Ongoing Buyback Programme
Positive
Feb 23, 2026

Experian has continued its previously announced share repurchase programme with the buyback of 399,031 ordinary shares on the London Stock Exchange, executed through J.P. Morgan Securities at a weighted average price of 2,608.1653 pence. The purchased shares will be cancelled, effectively reducing the company’s share count and potentially enhancing earnings per share, while weekly disclosures of transactions will be made available on its website to maintain transparency for investors.

The most recent analyst rating on (GB:EXPN) stock is a Buy with a £2916.00 price target. To see the full list of analyst forecasts on Experian stock, see the GB:EXPN Stock Forecast page.

Business Operations and StrategyStock Buyback
Experian Expands Share Buyback, Lifts Treasury Stock Holdings
Positive
Feb 20, 2026

Experian has repurchased 398,957 of its ordinary shares on the London Stock Exchange as part of an ongoing buyback programme, paying a weighted average price of about 2,576 pence per share via J.P. Morgan Securities. Following this latest transaction, the group holds 56.7 million shares in treasury, has bought a total of 5.68 million shares since launching the programme and now has 911.9 million shares in issue excluding treasury.

The move signals Experian’s continued use of share buybacks as a capital management tool, which can support earnings per share and return surplus capital to investors. Regular publication of transactions on its website provides transparency for shareholders as the FTSE 100 data and technology group refines its capital structure while continuing to position itself as a key player in data-driven financial and commercial services worldwide.

The most recent analyst rating on (GB:EXPN) stock is a Buy with a £2870.00 price target. To see the full list of analyst forecasts on Experian stock, see the GB:EXPN Stock Forecast page.

Business Operations and StrategyStock Buyback
Experian Expands Share Buyback as Treasury Stake Grows
Positive
Feb 19, 2026

Experian has continued its previously announced share repurchase programme, buying 399,760 ordinary shares on 18 February on the London Stock Exchange at a weighted average price of 2,533.8105 pence per share. Following the latest buyback, the company holds 56,683,651 shares in treasury, with 912,324,677 shares now in issue excluding treasury stock, underscoring an ongoing capital return strategy that can support earnings per share and signal confidence in its long-term outlook.

Since launching the buyback at the end of January, Experian has repurchased a total of 5,279,826 shares, and it plans to continue disclosing all transactions on its website on a weekly basis. The steady pace of repurchases highlights management’s focus on balance-sheet efficiency and shareholder returns, potentially tightening the stock’s free float over time while reinforcing its position as a mature, cash-generative player in the global data and technology sector.

The most recent analyst rating on (GB:EXPN) stock is a Buy with a £2855.00 price target. To see the full list of analyst forecasts on Experian stock, see the GB:EXPN Stock Forecast page.

Business Operations and StrategyStock Buyback
Experian Continues Share Buyback, Adds 400,000 Shares to Treasury
Positive
Feb 18, 2026

Experian has continued its previously announced share repurchase programme, buying 400,000 ordinary shares on the London Stock Exchange via J.P. Morgan Securities at a weighted average price of 2,519.7130 pence. Following this latest transaction, the company now holds 56,683,651 shares in treasury, with 912,724,437 shares in issue excluding treasury stock, and has repurchased a total of 4,880,066 shares since the programme began, signalling ongoing capital-return efforts to shareholders.

Experian said it will publish details of all transactions under the buyback programme on its website on a weekly basis, providing investors with regular visibility into the pace and scale of the repurchases. The continued execution of the buyback supports the company’s capital allocation strategy, potentially enhancing earnings per share and reinforcing market confidence in its financial position and long-term prospects.

The most recent analyst rating on (GB:EXPN) stock is a Buy with a £2855.00 price target. To see the full list of analyst forecasts on Experian stock, see the GB:EXPN Stock Forecast page.

Business Operations and StrategyStock Buyback
Experian Buys Back More Shares as Capital Return Programme Advances
Positive
Feb 17, 2026

Experian, the FTSE 100-listed global data and technology company, operates across financial services, healthcare, automotive, agrifinance, insurance and other sectors, providing data-driven lending, fraud prevention, healthcare and digital marketing solutions, alongside tools that help consumers manage and improve their finances. Headquartered in Dublin and active in 33 countries with more than 25,000 employees, the group continues to invest in advanced technologies and talent to expand its analytics and software-led offerings.

The company has continued its previously announced share repurchase programme, buying 400,000 ordinary shares on 16 February 2026 on the London Stock Exchange at a weighted average price of about 2,510 pence. Following these purchases, Experian now holds 56,683,651 shares in treasury and has acquired 4,480,066 shares under the programme to date, a move that reduces the free float to 913,124,437 shares and signals ongoing efforts to manage its capital structure and return cash to shareholders.

The most recent analyst rating on (GB:EXPN) stock is a Buy with a £2855.00 price target. To see the full list of analyst forecasts on Experian stock, see the GB:EXPN Stock Forecast page.

Business Operations and StrategyStock Buyback
Experian Continues Share Buyback, Lifts Treasury Holding
Positive
Feb 16, 2026

Experian has continued its previously announced share repurchase programme, buying 400,000 ordinary shares on the London Stock Exchange at prices between 2,412.0p and 2,566.0p, with a weighted average of 2,516.5430p. Following this latest transaction, the company now holds 56,683,651 shares in treasury and has repurchased a total of 4,080,066 shares, leaving 913,524,437 shares in issue excluding treasury stock.

The ongoing buyback, executed via J.P. Morgan Securities, underscores Experian’s active capital management and may support earnings per share by reducing the free float. Weekly disclosure of transactions on the company’s website provides transparency for investors monitoring the scale and pace of the programme and its implications for shareholder returns and market liquidity.

The most recent analyst rating on (GB:EXPN) stock is a Buy with a £2855.00 price target. To see the full list of analyst forecasts on Experian stock, see the GB:EXPN Stock Forecast page.

Business Operations and StrategyStock Buyback
Experian Advances Share Buyback, Lifts Treasury Holdings to 56.7 Million Shares
Positive
Feb 13, 2026

Experian has continued to execute its previously announced share repurchase programme, buying 434,207 ordinary shares on the London Stock Exchange on 12 February 2026 at a weighted average price of 2,403.8894 pence. Following this latest transaction, the company now holds 56,683,651 shares in treasury, has repurchased a total of 3,680,066 shares under the programme, and has reduced the number of shares in issue excluding treasury to 913,914,996, signaling ongoing efforts to manage its capital structure and enhance shareholder value.

The company plans to publish details of all transactions under this repurchase programme on its website on a weekly basis, providing investors with regular transparency into the scale and pace of buybacks. By shrinking the free float through treasury share accumulation, Experian may improve earnings per share metrics over time and reinforce market confidence in its long-term financial position and cash generation capacity.

The most recent analyst rating on (GB:EXPN) stock is a Buy with a £2787.00 price target. To see the full list of analyst forecasts on Experian stock, see the GB:EXPN Stock Forecast page.

Business Operations and StrategyStock Buyback
Experian Advances Buyback Programme With Fresh Treasury Share Purchases
Positive
Feb 12, 2026

Experian has continued to execute its previously announced share repurchase programme, buying 400,000 ordinary shares on 11 February on the London Stock Exchange via J.P. Morgan Securities. The shares were acquired at prices between 2,363p and 2,477p, with a weighted average of 2,404.358p, as the company returns capital to shareholders while managing its capital structure.

Following the latest buyback, Experian holds 56,683,651 shares in treasury and has repurchased a total of 3,245,859 shares since the programme began. The move leaves 914,349,203 shares in issue excluding treasury stock, with the company committing to publish details of all transactions in the programme on its website on a weekly basis, enhancing transparency for investors.

The most recent analyst rating on (GB:EXPN) stock is a Buy with a £2787.00 price target. To see the full list of analyst forecasts on Experian stock, see the GB:EXPN Stock Forecast page.

Business Operations and StrategyStock Buyback
Experian Expands Share Buyback as Treasury Holdings Grow
Positive
Feb 11, 2026

Experian has continued its previously announced share repurchase programme, buying 398,628 ordinary shares on 10 February 2026 on the London Stock Exchange at a weighted average price of 2,474.8539 pence, with prices ranging between 2,411 and 2,529 pence. Following this latest transaction, the company holds 56,683,651 shares in treasury, has repurchased a total of 2,845,859 shares under the programme so far, and now has 914,749,203 shares in issue excluding treasury stock, signalling ongoing capital return to shareholders and active balance sheet management.

Experian plans to publish details of all transactions under the current buyback programme on its website on a weekly basis, enhancing transparency for investors and other market participants. The continued execution of this repurchase activity may support earnings per share over time by reducing the free float and indicates management’s confidence in the company’s long-term prospects and cash-generation capabilities within the competitive data and technology sector.

The most recent analyst rating on (GB:EXPN) stock is a Buy with a £2814.00 price target. To see the full list of analyst forecasts on Experian stock, see the GB:EXPN Stock Forecast page.

Business Operations and StrategyStock Buyback
Experian advances London share buyback, lifting treasury stock holdings
Positive
Feb 10, 2026

Experian has continued execution of its recently announced share repurchase programme, buying 400,000 ordinary shares on 9 February 2026 on the London Stock Exchange via J.P. Morgan Securities at a weighted average price of 2,518.3077 pence. Following this latest transaction, the company now holds 56,683,651 shares in treasury and has repurchased a total of 2,447,231 shares under the programme, leaving 915,147,831 shares in issue excluding treasury stock.

The latest buyback activity underscores Experian’s ongoing capital management strategy, which can support earnings per share accretion and signal confidence in its long-term growth prospects. Regular publication of programme transactions on the company’s website provides transparency for investors monitoring the impact of treasury share accumulation and overall share capital structure.

The most recent analyst rating on (GB:EXPN) stock is a Buy with a £4750.00 price target. To see the full list of analyst forecasts on Experian stock, see the GB:EXPN Stock Forecast page.

Regulatory Filings and Compliance
Experian Discloses Director Esther Lee’s ADR Purchase Under Market Abuse Rules
Neutral
Feb 9, 2026

Experian plc disclosed that non-executive director Esther Lee acquired American Depositary Receipts in the company through an automatic dividend reinvestment plan. The transaction, conducted over the U.S. over-the-counter market, was formally notified under the UK Market Abuse Regulation, reinforcing Experian’s adherence to regulatory transparency around dealings by senior management.

The purchase involved a small volume of ADRs equivalent to ordinary shares of 10 U.S. cents each, with pricing details reported in line with disclosure rules. While modest in scale, such director share dealings are closely watched by investors as signals of board confidence and governance standards at the FTSE 100 data and technology group.

The most recent analyst rating on (GB:EXPN) stock is a Buy with a £4750.00 price target. To see the full list of analyst forecasts on Experian stock, see the GB:EXPN Stock Forecast page.

Business Operations and StrategyStock Buyback
Experian Expands Share Buyback as Treasury Holdings Rise
Positive
Feb 9, 2026

Experian has continued executing its share repurchase programme, buying 400,000 ordinary shares on 6 February 2026 on the London Stock Exchange at a weighted average price of 2,547.2001 pence per share. The purchases, conducted through J.P. Morgan Securities, reflect ongoing capital management efforts as the company adjusts its share base and deploys cash to buybacks.

Following the latest transaction, Experian now holds 56,683,651 shares in treasury and has repurchased a total of 2,047,231 shares since the programme began, leaving 915,547,831 shares in issue excluding treasury stock. The continued buybacks may enhance earnings per share and signal management’s confidence in the firm’s long-term prospects, with transaction details to be reported weekly on the company’s website.

The most recent analyst rating on (GB:EXPN) stock is a Buy with a £2811.00 price target. To see the full list of analyst forecasts on Experian stock, see the GB:EXPN Stock Forecast page.

Business Operations and StrategyStock Buyback
Experian Buys Back Further Shares as Part of Ongoing Repurchase Programme
Positive
Feb 6, 2026

Experian has continued its previously announced share repurchase programme with the on-market buyback of 399,453 ordinary shares on the London Stock Exchange via J.P. Morgan Securities, at prices between 2,590p and 2,648p per share and a weighted average price of 2,619.2358p. Following this latest transaction, Experian now holds 56,683,651 shares in treasury and has repurchased a total of 1,647,231 shares since the buyback programme began, leaving 915,941,661 shares in issue excluding treasury stock; the ongoing repurchases underscore the company’s capital management strategy and may support earnings per share by reducing the free float, with transaction details to be updated weekly on its website.

The most recent analyst rating on (GB:EXPN) stock is a Buy with a £2864.00 price target. To see the full list of analyst forecasts on Experian stock, see the GB:EXPN Stock Forecast page.

Regulatory Filings and Compliance
Experian Directors Increase Holdings with Insider Share Purchases
Positive
Feb 5, 2026

Experian has disclosed that its chair, non-executive director Mike Rogers, and non-executive director Kathleen DeRose have each purchased ordinary shares in the company, as required under UK Market Abuse Regulation disclosures for persons discharging managerial responsibilities. Rogers acquired 1,600 shares on the London Stock Exchange at £25.56 per share, while DeRose bought 550 shares at $34.2244 per share, moves that modestly increase board-level insider ownership and may be interpreted by investors as a signal of confidence in Experian’s prospects.

The most recent analyst rating on (GB:EXPN) stock is a Buy with a £2874.00 price target. To see the full list of analyst forecasts on Experian stock, see the GB:EXPN Stock Forecast page.

Business Operations and StrategyStock Buyback
Experian Expands Share Buyback With Further 400,000-Share Purchase
Positive
Feb 5, 2026

Experian has continued its previously announced share repurchase programme, buying 400,000 of its own ordinary shares on the London Stock Exchange on 4 February 2026 at prices ranging between 2,494.00p and 2,584.00p, with a weighted average price of 2,550.7437p. Following this latest transaction, the company now holds 56,683,651 shares in treasury and has repurchased a total of 1,247,778 shares since the programme began, leaving 916,341,114 shares in issue excluding treasury stock, a move that underscores Experian’s ongoing capital management strategy and could enhance earnings per share and shareholder value over time.

The most recent analyst rating on (GB:EXPN) stock is a Buy with a £2874.00 price target. To see the full list of analyst forecasts on Experian stock, see the GB:EXPN Stock Forecast page.

Stock Buyback
Experian Buys Back Further 399,778 Shares in Ongoing Repurchase Programme
Positive
Feb 4, 2026

Experian has continued its previously announced share repurchase programme, buying 399,778 of its ordinary shares on the London Stock Exchange on 3 February 2026 at a weighted average price of 2,537.7622 pence per share. Following this latest transaction, the company now holds 56,683,651 shares in treasury and has repurchased a total of 847,778 shares since the buyback began, leaving 916,741,114 shares in issue excluding treasury stock, a move that effectively reduces the free float and can enhance earnings per share and capital returns for investors.

The most recent analyst rating on (GB:EXPN) stock is a Buy with a £3083.00 price target. To see the full list of analyst forecasts on Experian stock, see the GB:EXPN Stock Forecast page.

Business Operations and StrategyStock Buyback
Experian Expands Treasury Stock with Latest Share Buyback
Positive
Feb 3, 2026

Experian has continued its previously announced share repurchase programme with the buyback of 224,000 ordinary shares on 2 February 2026 via J.P. Morgan Securities on the London Stock Exchange, at prices ranging between 2,739.0p and 2,780.0p per share and a weighted average of 2,761.3954p. The repurchased shares will be held in treasury, bringing Experian’s treasury holding to 56,683,651 shares and reducing the number of shares in issue excluding treasury to 917,140,892, a move that can support earnings per share and signal confidence in the company’s valuation, with further transactions under the programme to be disclosed weekly on its website.

The most recent analyst rating on (GB:EXPN) stock is a Buy with a £5550.00 price target. To see the full list of analyst forecasts on Experian stock, see the GB:EXPN Stock Forecast page.

Business Operations and StrategyStock Buyback
Experian Begins Share Buyback with £6.2m London Stock Exchange Purchase
Positive
Feb 2, 2026

Experian has launched its previously announced share repurchase programme with the buyback of 224,000 ordinary shares on the London Stock Exchange on 30 January 2026, at prices between 2,736.0p and 2,800.0p per share and a weighted average price of 2,763.5664p. The purchased shares are being held in treasury, taking treasury holdings to 56,459,651 and leaving 917,364,892 shares in issue excluding treasury, a move that can support earnings per share and capital management while providing flexibility over future share cancellations or use in employee incentive schemes; the company will publish details of transactions under the programme weekly on its website, offering transparency to investors.

The most recent analyst rating on (GB:EXPN) stock is a Buy with a £3103.00 price target. To see the full list of analyst forecasts on Experian stock, see the GB:EXPN Stock Forecast page.

Stock BuybackRegulatory Filings and Compliance
Experian Sets New Total of 917.6 Million Voting Rights Following Treasury Share Position
Neutral
Jan 30, 2026

Experian plc has confirmed that, as of 30 January 2026, its issued share capital comprises 973,824,543 ordinary shares with voting rights and 20 non‑voting deferred shares, with 56,235,651 ordinary shares held in treasury. This leaves a total of 917,588,892 voting rights in the company, a figure that will serve as the reference denominator for shareholders assessing whether they must disclose holdings or changes in holdings under UK financial transparency rules, reinforcing Experian’s compliance with regulatory reporting requirements and providing clarity to investors on its current capital and voting structure.

The most recent analyst rating on (GB:EXPN) stock is a Hold with a £2884.00 price target. To see the full list of analyst forecasts on Experian stock, see the GB:EXPN Stock Forecast page.

Business Operations and StrategyStock BuybackFinancial Disclosures
Experian Launches US$1bn Share Buyback as Strong Trading Boosts Capital Flexibility
Positive
Jan 30, 2026

Experian has announced a US$1bn share repurchase programme, reflecting strong trading performance and a favourable leverage position that allows it to both continue investing in the business and return excess capital to shareholders. The board-approved programme, which runs to no later than 30 June 2027 under existing shareholder authority, is intended to reduce the number of shares in issue and cover roughly US$200m of obligations from employee share plans, with the pace and form of buybacks dependent on market conditions and capital needs; Experian has already mandated JP Morgan for the first tranche, underscoring its commitment to enhanced shareholder returns without altering its existing financial or dividend frameworks.

The most recent analyst rating on (GB:EXPN) stock is a Hold with a £2884.00 price target. To see the full list of analyst forecasts on Experian stock, see the GB:EXPN Stock Forecast page.

Regulatory Filings and Compliance
Experian Discloses Share Purchase by Non-Executive Director Kathleen DeRose
Positive
Jan 27, 2026

Experian has disclosed that non-executive director Kathleen DeRose purchased 500 American Depositary Receipts in the company at a price of $39.9166 per ADR in a transaction executed on 26 January 2026 on the US over-the-counter market. The director dealing, reported in line with UK Market Abuse Regulation requirements, is a routine governance disclosure but may be read by investors as a signal of board-level confidence in Experian’s prospects.

The most recent analyst rating on (GB:EXPN) stock is a Buy with a £3299.00 price target. To see the full list of analyst forecasts on Experian stock, see the GB:EXPN Stock Forecast page.

Business Operations and StrategyFinancial DisclosuresM&A Transactions
Experian Delivers Strong Q3 Growth on Consumer and AI-Driven Services
Positive
Jan 21, 2026

Experian reported a strong third quarter for the three months to 31 December 2025, with total revenue up 12% at actual exchange rates, 10% at constant currency and 8% organically, driven by broad-based growth across North America, Latin America, the UK and Ireland, and EMEA and Asia Pacific. Performance was underpinned by double‑digit organic growth in Consumer Services and solid business‑to‑business gains in financial services and vertical markets, including momentum in US cashflow and mortgage products, automotive and health solutions, as well as significant expansion in Brazil’s consumer platform, which has now reached 100 million free members. Recent acquisitions such as ClearSale in Latin America and KYC360 in the UK contributed to reported growth and strengthened Experian’s fraud prevention and financial crime compliance capabilities, while ongoing investments in AI-powered tools like Patient Access Curator and the new 1250 credit score support the group’s strategy to leverage proprietary data and technology. Management said full-year expectations remain unchanged, indicating confidence in Experian’s growth trajectory and reinforcing its positioning as a data-driven infrastructure provider for lenders, enterprises and consumers globally.

The most recent analyst rating on (GB:EXPN) stock is a Buy with a £45.00 price target. To see the full list of analyst forecasts on Experian stock, see the GB:EXPN Stock Forecast page.

Dividends
Experian Sets Sterling Rate and Tax Terms for First Interim Dividend
Neutral
Jan 16, 2026

Experian has set the sterling conversion rate for its first interim dividend of 21.25 US cents per ordinary share, payable on 6 February 2026 to shareholders on the register as of 9 January 2026, at £1 = $1.33804, resulting in an expected cash dividend of about 15.8814 pence per share for investors who did not opt to receive payment in US dollars. The company also reiterated that shareholders who did not elect to receive UK-sourced dividends via its income access share arrangements may face Irish dividend withholding tax unless valid exemption forms are on file, underlining the administrative and tax implications of past and current election choices for investors.

The most recent analyst rating on (GB:EXPN) stock is a Buy with a £45.00 price target. To see the full list of analyst forecasts on Experian stock, see the GB:EXPN Stock Forecast page.

Business Operations and StrategyExecutive/Board Changes
Experian Chair Mike Rogers to Retire in 2026 as Board Begins Succession Process
Neutral
Jan 8, 2026

Experian has announced that Chair Mike Rogers will retire as director and chair of the board at the conclusion of the company’s Annual General Meeting on 22 July 2026, after nine years on the board and nearly seven years as chair. Rogers, who joined as an independent non-executive director in 2017 and became chair in 2019, was praised by CEO Brian Cassin for strengthening governance, fostering open and constructive board dialogue and helping drive Experian’s strategic and financial progress, with the company stating it is well positioned for its next phase of growth. The board’s Nomination and Corporate Governance Committee, led by Senior Independent Director Alison Brittain, has begun the search process for his successor, a move that signals a planned leadership transition aimed at maintaining continuity in governance and oversight for investors and other stakeholders.

The most recent analyst rating on (GB:EXPN) stock is a Buy with a £3740.00 price target. To see the full list of analyst forecasts on Experian stock, see the GB:EXPN Stock Forecast page.

Regulatory Filings and Compliance
Experian Confirms Total Voting Rights at Year-End 2025
Neutral
Dec 31, 2025

Experian has reported that, as of 31 December 2025, its issued share capital comprises 973,801,204 ordinary shares with voting rights and 20 non‑voting deferred shares, of which 56,247,865 ordinary shares are held in treasury. This leaves a total of 917,553,339 voting rights in the company, a key reference figure that shareholders must use when calculating whether they are required to disclose holdings or changes in their interests under UK financial regulatory transparency rules.

The most recent analyst rating on (GB:EXPN) stock is a Buy with a £3740.00 price target. To see the full list of analyst forecasts on Experian stock, see the GB:EXPN Stock Forecast page.

Dividends
Experian Sets Key Election Deadlines for First Interim Dividend
Neutral
Dec 19, 2025

Experian has reminded shareholders of key administrative deadlines related to its first interim dividend for the financial year ending 31 March 2026, set at 21.25 US cents per ordinary share and payable on 6 February 2026 to investors on the register as of 9 January 2026. Shareholders must confirm by 9 January whether they wish to receive UK-sourced dividends via Income Access Share arrangements or opt for US dollar payments, otherwise existing elections will continue and, in the absence of a US dollar election, payments will default to sterling based on the 16 January exchange rate; investors who do not route dividends through the UK structure are also reminded that their distributions will be treated as Irish-sourced and potentially subject to Irish dividend withholding tax unless valid exemption documentation is on file, underscoring the administrative and tax-planning implications for both domestic and international holders.

The most recent analyst rating on (GB:EXPN) stock is a Buy with a £3740.00 price target. To see the full list of analyst forecasts on Experian stock, see the GB:EXPN Stock Forecast page.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Dec 07, 2025