Informa PLC (GB:INF)
LSE:INF
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Informa
(LSE:INF)
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Rating:60Neutral
Price Target:
915.00 p
▲(7.70% Upside)
Action:Reiterated
Date:04/11/26
The score is supported mainly by strong cash generation and solid operational momentum, but it is held back by the sharp drop in reported net income and margin compression, an extremely high P/E valuation risk, and weak longer-term technical trend signals.
Positive Factors
Strong cash generation
Persistent, high free cash flow is a durable strength: FCF rose materially in 2025 and closely tracks reported earnings (FCF to net income ~0.97). This supports reinvestment, dividends or gradual deleveraging, and underpins earnings quality even if accounting profits are volatile.
Negative Factors
Sharp net income decline
A dramatic drop in reported net income signals either large one-offs, impairment or structural profitability issues. This weakens retained earnings and shareholder returns, complicates investor confidence and constrains strategic flexibility until profitability normalizes or is clearly explained.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong cash generation
Persistent, high free cash flow is a durable strength: FCF rose materially in 2025 and closely tracks reported earnings (FCF to net income ~0.97). This supports reinvestment, dividends or gradual deleveraging, and underpins earnings quality even if accounting profits are volatile.
Read all positive factors
Informa (INF) vs. iShares MSCI United Kingdom ETF (EWC)
Market Cap
£10.97B
Dividend Yield2.34%
Average Volume (3M)2.87M
Price to Earnings (P/E)223.1
Beta (1Y)1.22
Revenue Growth13.74%
EPS Growth-95.47%
CountryUK
Employees13,214
SectorCommunication Services
Sector Strength97
IndustryPublishing
Share Statistics
EPS (TTM)0.04
Shares Outstanding1,262,495,100
10 Day Avg. Volume2,724,382
30 Day Avg. Volume2,870,417
Financial Highlights & Ratios
PEG Ratio-10.82
Price to Book (P/B)2.03
Price to Sales (P/S)2.85
P/FCF Ratio13.25
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
£1,000.00Price Target Upside17.70% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering4
EPS Forecast (FY)0.57
Revenue Forecast (FY)£4.34B
Informa Business Overview & Revenue Model
Company Description
Informa plc is a global enterprise specializing in information, events, and academic publishing. Its operations are structured across five key divisions: Informa Connect, Informa Intelligence, Informa Markets, Informa Tech, and Taylor & Francis. T...
How the Company Makes Money
Informa primarily makes money through a mix of (1) subscriptions and licensing, (2) publishing and content-related sales, and (3) events and related marketing services. In academic and professional publishing (notably Taylor & Francis), revenue is...
Informa Earnings Call Summary
Earnings Call Date:Jul 23, 2025
(Q2-2025)
| % Change Since: |
Next Earnings Date:Jul 30, 2026
Earnings Call Sentiment Positive
The earnings call reflected strong revenue growth and strategic initiatives such as increased guidance and share buybacks. However, challenges in the Chinese market and revenue delivery issues in TechTarget were noted. Overall, the positive highlights outweigh the lowlights.Positive Updates
Strong Revenue Growth
The group reported an underlying revenue growth of just below 8%, with the B2B events business slightly over 8% and the academic business touching 12%.
Negative Updates
Challenges in Chinese Market
The Chinese market is growing below the company's tracking average at around 5%, partly due to geopolitical tensions affecting growth.
Read all updates
Q2-2025 Updates
Positive
Negative
Strong Revenue Growth
The group reported an underlying revenue growth of just below 8%, with the B2B events business slightly over 8% and the academic business touching 12%.
Read all positive updates
Company Guidance
In the recent half-year earnings call for fiscal year 2025, Informa plc reported strong financial performance, with revenue growth of 8% and a notable 12% increase in their academic business, partially driven by data licensing agreements. The company highlighted its strategic focus on expanding its B2B Events and Specialist Knowledge sectors, which have shown resilience and growth beyond GDP rates, particularly in the EMEA region. The call also confirmed an increase in the company's growth guidance from 5% to 6% for the year and announced an extension of its share buyback program with an additional GBP 150 million. Additionally, despite potential challenges such as NIH cuts affecting the academic sector and geopolitical tensions impacting Chinese growth, Informa remains confident in its robust forward visibility and the strength of its portfolio, supported by strategic geographic and sectoral positioning. The company is also leveraging technology and first-party data to enhance customer experiences and drive value across its offerings.Informa Financial Statement Overview
Summary
Income Statement
62
Positive
Balance Sheet
66
Positive
Cash Flow
84
Very Positive
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 4.04B | 3.55B | 3.19B | 2.26B | 1.58B |
| Gross Profit | 1.09B | 1.35B | 1.17B | 391.30M | 155.40M |
| EBITDA | 1.24B | 899.00M | 950.90M | 585.90M | 479.70M |
| Net Income | 11.00M | 297.70M | 419.00M | -108.80M | 77.90M |
Balance Sheet | |||||
| Total Assets | 12.32B | 13.69B | 11.52B | 12.15B | 10.20B |
| Cash, Cash Equivalents and Short-Term Investments | 330.50M | 546.10M | 389.30M | 2.13B | 884.80M |
| Total Debt | 3.48B | 3.49B | 1.78B | 2.21B | 2.29B |
| Total Liabilities | 6.06B | 6.37B | 4.34B | 4.68B | 4.15B |
| Stockholders Equity | 5.65B | 6.49B | 6.75B | 7.15B | 5.76B |
Cash Flow | |||||
| Free Cash Flow | 867.50M | 771.00M | 503.60M | 421.70M | 438.30M |
| Operating Cash Flow | 894.90M | 801.60M | 620.20M | 499.00M | 480.00M |
| Investing Cash Flow | -137.60M | -1.35B | -684.30M | 1.47B | 151.50M |
| Financing Cash Flow | -900.80M | 637.40M | -1.63B | -813.80M | -45.60M |
Informa Technical Analysis
Positive
849.60
Price Trends
804.63
Positive
796.26
Positive
849.50
Positive
Market Momentum
17.97
Negative
71.51
Negative
92.18
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:INF, the sentiment is Positive. The current price of 849.6 is above the 20-day moving average (MA) of 823.26, above the 50-day MA of 804.63, and above the 200-day MA of 849.50, indicating a bullish trend. The MACD of 17.97 indicates Negative momentum. The RSI at 71.51 is Negative, neither overbought nor oversold. The STOCH value of 92.18 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GB:INF.
Informa Peers Comparison
UnderperformOutperform
Sector (60)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
82 Outperform | £516.32M | 19.21 | 12.74% | 3.26% | -9.72% | 6.73% | |
74 Outperform | £40.82B | 20.60 | 90.85% | 2.13% | 1.65% | 8.61% | |
65 Neutral | £6.78B | 21.78 | 9.26% | 2.32% | 0.70% | -22.05% | |
64 Neutral | £259.06M | 8.06 | 3.57% | 0.53% | -8.41% | -51.11% | |
60 Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% | |
60 Neutral | £10.97B | 223.11 | 0.87% | 2.34% | 13.74% | -95.47% | |
49 Neutral | £2.95B | -13.71 | -7.54% | 9.68% | -8.08% | -139.61% |
* Communication Services Sector Average
GB:INF
Informa
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11.16%
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Informa Corporate Events
Business Operations and StrategyStock Buyback
Informa Advances £250m Share Buyback, Reduces Share Count
Positive
Jun 22, 2026
Informa PLC has continued executing its 2026 capital allocation plan by advancing a share buyback programme that commits at least £250m to repurchases this year. The group positions buybacks as a key tool for delivering consistent shareholder...
Business Operations and StrategyStock BuybackDividendsShareholder Meetings
Informa shareholders back all resolutions at 2026 AGM, approve 15p dividend
Positive
Jun 18, 2026
Informa PLC reported that all resolutions at its 2026 Annual General Meeting in London were passed by poll, including the re-election of all board directors and the receipt of the 2025 Annual Report and audited financial statements. Shareholder pa...
Business Operations and StrategyStock BuybackFinancial DisclosuresPrivate Placements and Financing
Informa lifts revenue, reaffirms earnings as live events and academic publishing drive growth
Positive
Jun 18, 2026
Informa reported 6.4% underlying revenue growth for the first five months of 2026, driven by 5.5% growth at academic publisher Taylor Francis and 7.6% growth in its B2B live events portfolio, with particularly strong performances in healthcare, f...
Business Operations and StrategyStock Buyback
Informa Advances 2026 £200m Share Buyback With Latest Weekly Purchases
Positive
Jun 15, 2026
Informa PLC has reiterated its focus on returning capital to investors through a substantial share buyback, committing at least £200m to repurchases in 2026 as part of its wider capital allocation strategy. The programme underscores the group...
Business Operations and StrategyStock Buyback
Informa Steps Up 2026 Share Buybacks With £200m Capital Return Plan
Positive
Jun 8, 2026
Informa PLC has continued its 2026 capital return programme by repurchasing 1,103,539 ordinary shares for cancellation between 1 June and 5 June, as part of its minimum £200m share buyback commitment for the year. The buybacks were executed t...
Stock BuybackRegulatory Filings and Compliance
Informa Updates Total Voting Rights After Ongoing Share Buyback
Neutral
Jun 1, 2026
Informa PLC has updated investors on its share capital and voting rights following the ongoing share buyback programme launched in February 2022. By 31 May 2026, the company had repurchased and cancelled 281,897,071 ordinary shares, though this fi...
Business Operations and StrategyStock Buyback
Informa Advances 2026 Share Buyback as It Cancels Over 839,000 Shares
Positive
Jun 1, 2026
Informa PLC has provided an update on its ongoing share buyback programme, which forms part of its broader capital allocation strategy aimed at delivering consistent shareholder returns. For 2026, the company has committed at least £200m to b...
Business Operations and StrategyStock Buyback
Informa Advances £200m 2026 Share Buyback With Latest Weekly Purchases
Positive
May 26, 2026
Informa PLC has provided an update on its 2026 share buyback programme, a key component of its capital allocation strategy aimed at delivering consistent shareholder returns. The company has committed at least £200m to buybacks this year, und...
Executive/Board Changes
Informa Executives Boost Stakes Through ShareMatch Incentive Plan
Positive
May 22, 2026
Informa PLC disclosed that its Group Chief Executive, Stephen A. Carter, and Group Finance Director, Gareth Wright, have each acquired their full annual allocation of shares under the company’s all-colleague equity incentive scheme, ShareMat...
Business Operations and StrategyStock Buyback
Informa Advances 2026 Share Buyback, Cuts Share Count
Positive
May 18, 2026
Informa PLC has continued its 2026 share buyback programme, under which it has committed at least £200m, by repurchasing 1,000,724 ordinary shares for cancellation between 11 and 15 May through Deutsche Bank’s London branch. The buyback...
Business Operations and StrategyStock Buyback
Informa Advances 2026 Share Buyback With 754,511 Shares Repurchased
Positive
May 11, 2026
Informa has updated investors on its ongoing share buyback programme, a key element of its capital allocation strategy aimed at delivering consistent shareholder returns. The group has committed at least £200m to buybacks in 2026, underscorin...
Business Operations and StrategyStock Buyback
Informa Advances £200m 2026 Share Buyback With New Weekly Purchases
Positive
May 5, 2026
Informa PLC has provided an update on its ongoing share buyback programme, part of its broader capital allocation plan aimed at delivering consistent shareholder returns. The company has committed at least £200m to buybacks in 2026, underscor...
Stock BuybackRegulatory Filings and Compliance
Informa Updates Voting Rights After Ongoing Share Buyback
Positive
May 1, 2026
Informa PLC, the international live B2B events, B2B digital services and academic markets group, has been running a share buyback programme since February 2022 as part of its capital management strategy. This positions the company as an active ste...
Financial DisclosuresRegulatory Filings and ComplianceShareholder Meetings
Informa Publishes 2025 Annual Report and Sets Date for 2026 AGM
Neutral
Apr 30, 2026
Informa PLC has published its Annual Report and Financial Statements for the year ended 31 December 2025, alongside its 2025 Sustainability Report, and made them available to shareholders and the public. The company has also issued the formal noti...
Business Operations and StrategyStock Buyback
Informa Advances £200m 2026 Buyback With Nearly 1m Shares Repurchased
Positive
Apr 27, 2026
Informa PLC has continued executing its 2026 capital allocation strategy with a share buyback programme of at least £200m, underlining its commitment to delivering consistent returns to shareholders. During the week of 20–24 April, the ...
Business Operations and StrategyStock Buyback
Informa Cancels 859,270 Shares in Ongoing £200m Buyback Programme
Positive
Apr 20, 2026
Informa PLC has updated the market on its 2026 share buyback programme, part of its wider capital allocation strategy aimed at delivering consistent shareholder returns. The company has committed at least £200m to buybacks this year as it con...
Business Operations and StrategyExecutive/Board Changes
Informa appoints David Lynn as inaugural CEO of Dubai-based inD partnership
Positive
Apr 16, 2026
Informa has appointed former ViacomCBS Networks International chief David Lynn as the inaugural CEO of inD, its Dubai-based partnership with Dubai World Trade Centre. Lynn, who led major digital transformations and integrations at ViacomCBS, will ...
Executive/Board ChangesRegulatory Filings and Compliance
Informa Grants New Long-Term Equity Awards to Top Executives
Positive
Apr 15, 2026
Informa has granted annual equity awards to its executive directors under its Long-Term Incentive Plan and Deferred Share Bonus Plan, tying a significant portion of leadership pay to the company’s future share performance. The LTIP awards, w...
Business Operations and StrategyStock Buyback
Informa Advances £200m 2026 Share Buyback with 769,000-Share Purchase
Positive
Apr 13, 2026
Informa PLC has provided an update on its 2026 share buyback programme, part of its broader capital allocation strategy aimed at delivering consistent shareholder returns. The company has committed at least £200m to buybacks this year as it c...
Business Operations and StrategyStock Buyback
Informa Advances £200m 2026 Share Buyback, Cuts Share Count
Positive
Apr 7, 2026
Informa PLC has provided an update on its 2026 share buyback programme, which forms part of its broader capital allocation strategy aimed at delivering consistent shareholder returns. The company has committed at least £200m to buybacks this ...
Stock BuybackRegulatory Filings and Compliance
Informa Updates Voting Rights After Ongoing Share Buyback
Positive
Apr 1, 2026
Informa PLC has continued its multi‑year share buyback programme, launched in February 2022, and by 31 March 2026 had repurchased and cancelled 273,710,544 ordinary shares. This capital management strategy reduces the number of shares in cir...
Business Operations and StrategyStock Buyback
Informa Steps Up 2026 Buyback With Nearly 1.9m Shares Repurchased
Positive
Mar 30, 2026
Informa PLC, the international B2B events, B2B digital services and academic markets group listed in London, continues to position itself as a key provider of professional information and industry gatherings for business and academic clients. The ...
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.