Informa PLC (GB:INF)
LSE:INF
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Informa
(LSE:INF)
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Rating:62Neutral
Price Target:
815.00 p
▲(7.07% Upside)
Action:DowngradedDate:03/13/26
The score is supported by strong cash flow and a constructive earnings-call outlook (raised guidance and additional buybacks). It is held back by a pronounced technical downtrend and an exceptionally high P/E, with added concern from the sharp drop in reported net income and margin compression in 2025.
Positive Factors
Cash generation
Consistent, high free cash flow provides durable funding for reinvestment, buybacks and debt servicing. Strong cash conversion (FCF near reported earnings) supports strategic flexibility, funds growth initiatives and cushions the business through events sector cycles.
Negative Factors
Net income collapse
A dramatic drop in reported net income and sharp gross margin compression point to structural mix shift, one-off charges or rising costs that impair earnings durability. Even with operating margin gains, bottom-line volatility raises uncertainty about sustainable profitability.
Read all positive and negative factors
Positive Factors
Negative Factors
Cash generation
Consistent, high free cash flow provides durable funding for reinvestment, buybacks and debt servicing. Strong cash conversion (FCF near reported earnings) supports strategic flexibility, funds growth initiatives and cushions the business through events sector cycles.
Read all positive factors
Informa (INF) vs. iShares MSCI United Kingdom ETF (EWC)
Market Cap
£9.54B
Dividend Yield2.34%
Average Volume (3M)2.87M
Price to Earnings (P/E)32.2
Beta (1Y)1.21
Revenue Growth15.73%
EPS Growth-76.05%
CountryUK
Employees13,214
SectorCommunication Services
Sector Strength97
IndustryPublishing
Share Statistics
EPS (TTM)0.26
Shares Outstanding1,276,121,100
10 Day Avg. Volume2,724,382
30 Day Avg. Volume2,870,417
Financial Highlights & Ratios
PEG Ratio-10.87
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
£1,086.88Price Target Upside42.79% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering9
EPS Forecast (FY)0.57
Revenue Forecast (FY)£4.33B
Informa Business Overview & Revenue Model
Company Description
Informa plc operates as an intelligence, events, and scholarly research company worldwide. It operates through five divisions: Informa Connect, Informa Intelligence, Informa Markets, Informa Tech, and Taylor & Francis. The Informa Connect division...
How the Company Makes Money
Informa makes money through a mix of events-led revenues, subscription and data revenues, and academic publishing revenues. (1) Events: A major portion of earnings is generated by organizing and running exhibitions, trade shows, and conferences un...
Informa Earnings Call Summary
Earnings Call Date:Jul 23, 2025
(Q2-2025)
| % Change Since: |
Next Earnings Date:Jul 23, 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
Negative
761.20
Price Trends
829.82
Negative
875.10
Negative
873.86
Negative
Market Momentum
-22.92
Positive
39.41
Neutral
38.39
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:INF, the sentiment is Negative. The current price of 761.2 is below the 20-day moving average (MA) of 782.18, below the 50-day MA of 829.82, and below the 200-day MA of 873.86, indicating a bearish trend. The MACD of -22.92 indicates Positive momentum. The RSI at 39.41 is Neutral, neither overbought nor oversold. The STOCH value of 38.39 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative 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 |
|---|---|---|---|---|---|---|---|
76 Outperform | £450.35M | 7.41 | 10.70% | 3.26% | -11.68% | -40.06% | |
72 Outperform | £43.54B | 26.83 | 70.68% | 2.13% | 2.48% | 3.23% | |
65 Neutral | £5.86B | 20.41 | 11.94% | 2.32% | -0.82% | 30.81% | |
63 Neutral | £370.92M | 10.45 | 6.22% | 0.53% | -6.22% | -6.69% | |
62 Neutral | £9.54B | 32.17 | 1.20% | 2.34% | 15.73% | -76.05% | |
60 Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% | |
49 Neutral | £2.44B | -16.88 | 11.44% | 9.68% | -4.54% | 86.79% |
* Communication Services Sector Average
GB:INF
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761.20
-22.47
-2.87%
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Informa Corporate Events
Business Operations and StrategyStock BuybackDividendsFinancial Disclosures
Informa posts record 2025 results and lifts buybacks as growth accelerates
Positive
Mar 12, 2026
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 do...
Business Operations and StrategyStock Buyback
Informa Advances £200m 2026 Share Buyback, Cutting Share Count
Positive
Mar 9, 2026
Informa 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 repurchases this year, undersc...
Stock BuybackRegulatory Filings and Compliance
Informa Updates Total Voting Rights After Ongoing Share Buybacks
Positive
Mar 2, 2026
Informa PLC has provided an update on its capital structure, confirming that under its ongoing share buyback programme, launched in February 2022, it has repurchased and cancelled 266,410,544 ordinary shares as of 28 February 2026. Following these...
Business Operations and StrategyStock Buyback
Informa Advances 2026 Share Buyback with £200m Commitment
Positive
Mar 2, 2026
Informa PLC has reaffirmed its focus on shareholder returns within its capital allocation strategy by committing at least £200 million to share buybacks in 2026. As part of this programme, the group recently repurchased 265,000 ordinary share...
Business Operations and StrategyExecutive/Board Changes
Informa Reshapes Board Roles as Patrick Martell Takes Chair at TechTarget
Positive
Feb 27, 2026
Informa PLC has appointed Patrick Martell as Non-Executive Chair of Informa TechTarget, effective 1 March 2026, while he continues as Chief Executive of Informa Markets. Martell will step down from the Informa PLC Board to concentrate more closely...
Business Operations and StrategyStock Buyback
Informa Advances £200m 2026 Buyback With New Share Repurchase
Positive
Feb 27, 2026
Informa PLC has reaffirmed its capital allocation strategy by committing at least £200m to its 2026 share buyback programme as part of its broader focus on delivering consistent shareholder returns. The initiative underscores the group’...
Business Operations and StrategyStock Buyback
Informa Advances 2026 Share Buyback With £200m Commitment
Positive
Feb 26, 2026
Informa PLC, the London-listed international B2B events, digital services and academic markets group, operates global exhibitions, information platforms and scholarly content services for professional and research customers. The company’s di...
Business Operations and StrategyStock Buyback
Informa Advances 2026 Share Buyback with £200m Commitment
Positive
Feb 25, 2026
Informa PLC has reaffirmed its capital allocation strategy by committing at least £200m to share buybacks in 2026 as part of its broader programme to deliver consistent shareholder returns. The company is emphasizing an ongoing approach to re...
Business Operations and StrategyStock Buyback
Informa Advances £200m 2026 Buyback With Latest Share Repurchase
Positive
Feb 24, 2026
Informa PLC has reaffirmed its focus on shareholder returns through its 2026 capital allocation programme, which includes a commitment of at least £200m to share buybacks. The company operates globally in B2B events, B2B digital services and ...
Business Operations and StrategyStock Buyback
Informa Advances £200m 2026 Share Buyback With New Repurchase
Positive
Feb 23, 2026
Informa PLC has reaffirmed its commitment to shareholder returns under its capital allocation programme, earmarking at least £200m for share buybacks in 2026. As part of this plan, the company repurchased 270,000 ordinary shares on 20 Februar...
Business Operations and StrategyStock Buyback
Informa Advances £200m 2026 Share Buyback With New Repurchase
Positive
Feb 20, 2026
Informa PLC has reaffirmed its capital allocation strategy by committing a minimum of £200m to share buybacks in 2026, underlining its focus on delivering consistent returns to shareholders. The group continues to leverage its B2B events, dig...
Business Operations and StrategyStock Buyback
Informa Advances 2026 Share Buyback With £200m Commitment
Positive
Feb 18, 2026
Informa PLC has reaffirmed its commitment to shareholder returns through its 2026 capital allocation programme, which includes a minimum £200m share buyback. As part of this initiative, the company repurchased 272,000 ordinary shares on 17 Fe...
Business Operations and StrategyStock Buyback
Informa Advances 2026 Share Buyback with £200m Commitment
Positive
Feb 17, 2026
Informa has reiterated its focus on capital allocation and shareholder returns, confirming a minimum commitment of £200m to its 2026 share buyback programme. The group is using buybacks as a core tool to return capital to investors and manage...
Business Operations and StrategyStock Buyback
Informa Advances £200m 2026 Share Buyback With Latest Purchase
Positive
Feb 16, 2026
Informa PLC has reaffirmed its commitment to shareholder returns as part of its capital allocation programme, with a minimum of £200m allocated to share buybacks in 2026. The company executed a purchase of 270,000 ordinary shares on 13 Februa...
Business Operations and StrategyStock Buyback
Informa Advances 2026 Capital Plan With £200m Share Buyback
Positive
Feb 13, 2026
Informa PLC has reaffirmed its capital allocation priorities by committing at least £200m to share buybacks in 2026 as part of its broader programme of consistent shareholder returns. This underlines the group’s confidence in its balanc...
Business Operations and StrategyStock Buyback
Informa Advances £200m Share Buyback with Latest Share Repurchase
Positive
Feb 12, 2026
Informa PLC has reaffirmed its commitment to shareholder returns in 2026 by allocating at least £200m to its ongoing share buyback programme as part of its wider capital allocation strategy. The company is using repurchases to manage its capi...
Business Operations and StrategyStock Buyback
Informa Advances £200m 2026 Buyback with New Share Repurchase
Positive
Feb 11, 2026
Informa PLC has reiterated its focus on shareholder returns as part of its capital allocation strategy, committing at least £200m to share buybacks in 2026. The group operates across B2B events, digital services and academic markets, position...
Business Operations and StrategyStock Buyback
Informa Advances 2026 Buyback With £200m Commitment and New Share Cancellation
Positive
Feb 10, 2026
Informa PLC has reaffirmed its focus on shareholder returns within its broader capital allocation strategy, highlighting a 2026 commitment of at least £200m to share buybacks. The company positions this programme as a means of returning capit...
Business Operations and StrategyStock Buyback
Informa Advances £200m 2026 Share Buyback with Latest Repurchase
Positive
Feb 9, 2026
Informa PLC has reaffirmed its commitment to shareholder returns through its 2026 capital allocation programme, earmarking at least £200m for share buybacks during the year. The strategy underlines the group’s focus on capital disciplin...
Business Operations and StrategyStock Buyback
Informa Advances £200m 2026 Share Buyback with Latest Share Repurchase
Positive
Feb 6, 2026
Informa PLC has reaffirmed its commitment to shareholder returns in 2026 by allocating at least £200 million to a share buyback programme as part of its broader capital allocation strategy. As a latest step in this plan, the company repurchas...
Business Operations and StrategyStock Buyback
Informa Advances £200m 2026 Share Buyback with Latest Share Repurchase
Positive
Feb 5, 2026
Informa PLC has reaffirmed its commitment to shareholder returns by allocating a minimum of £200 million to its 2026 share buyback programme, as part of its broader capital allocation strategy. On 4 February 2026, the company repurchased 270,...
Business Operations and StrategyStock Buyback
Informa Advances £200m 2026 Share Buyback with Latest Market Purchases
Positive
Feb 4, 2026
Informa PLC has updated investors on its ongoing share buyback activity, confirming that as part of its wider capital allocation strategy it has committed at least £200m to repurchasing shares in 2026 to support consistent shareholder returns...
Business Operations and StrategyStock Buyback
Informa Advances £200m 2026 Share Buyback with Latest Share Cancellation
Positive
Feb 3, 2026
Informa PLC has reaffirmed its commitment to shareholder returns under its capital allocation programme, earmarking a minimum of £200m for share buybacks in 2026. As part of this initiative, the company repurchased 175,000 ordinary shares for...
Stock BuybackRegulatory Filings and Compliance
Informa Updates Total Voting Rights After Ongoing Share Buyback
Neutral
Feb 2, 2026
Informa PLC has updated investors on its total voting rights following the continuation of its share buyback programme, which began in February 2022 and has resulted in the repurchase and cancellation of 260,464,992 ordinary shares as of 31 Januar...
Business Operations and StrategyStock Buyback
Informa Advances £200m 2026 Share Buyback with Latest £153k Share Repurchase
Positive
Feb 2, 2026
Informa PLC has reaffirmed its commitment to shareholder returns through its 2026 capital allocation programme, earmarking a minimum of £200 million for share buybacks this year. As part of this initiative, the company repurchased 173,000 ord...
Business Operations and StrategyStock Buyback
Informa Advances 2026 Share Buyback with £200m Commitment
Positive
Jan 30, 2026
Informa PLC has updated investors on its ongoing share buyback programme, confirming a minimum commitment of £200m to repurchases during 2026 as part of its wider capital allocation strategy aimed at delivering consistent shareholder returns....
Business Operations and StrategyStock Buyback
Informa Advances 2026 Share Buyback with £200m Commitment
Positive
Jan 29, 2026
Informa PLC has reaffirmed its commitment to shareholder returns by allocating a minimum of £200m to its 2026 share buyback programme as part of its broader capital allocation strategy. On 28 January 2026, the company repurchased 174,000 ordi...
Business Operations and StrategyStock Buyback
Informa Advances 2026 Buyback with £200m Pledge and Fresh Share Cancellation
Positive
Jan 28, 2026
Informa PLC has reaffirmed its commitment to shareholder returns by allocating a minimum of £200 million to its 2026 share buyback programme as part of its broader capital allocation strategy. On 27 January 2026, the company repurchased 170,0...
Business Operations and StrategyStock Buyback
Informa Advances 2026 Capital Return Plan with Latest £200m Share Buyback
Positive
Jan 27, 2026
Informa PLC has reaffirmed its focus on shareholder returns through its 2026 capital allocation programme, committing a minimum of £200m to share buybacks during the year. As part of this initiative, the company repurchased 168,000 ordinary s...
Executive/Board ChangesRegulatory Filings and Compliance
Informa CEO Stephen Carter Exercises Options and Sells Shares in Equity-Based Pay Move
Neutral
Jan 26, 2026
Informa PLC reported that Group Chief Executive Stephen A. Carter has exercised long-term incentive awards and sold a portion of the resulting ordinary shares, with his total holding now standing at 1,841,142 shares and vested and unvested long-te...
Business Operations and StrategyStock Buyback
Informa Steps Up Shareholder Returns With £200m 2026 Buyback Commitment
Positive
Jan 26, 2026
Informa PLC has reaffirmed its capital allocation strategy with a commitment to allocate at least £200m to share buybacks in 2026 as part of its focus on delivering consistent shareholder returns. As part of this programme, the company repurc...
Business Operations and StrategyStock Buyback
Informa Advances 2026 Share Buyback with £200m Commitment
Positive
Jan 23, 2026
Informa PLC has provided an update on its ongoing share buyback programme, confirming a minimum commitment of £200m to repurchases in 2026 as part of its broader capital allocation strategy aimed at delivering consistent shareholder returns. ...
Business Operations and StrategyStock Buyback
Informa Advances 2026 Capital Return Plan With New Share Buybacks
Positive
Jan 22, 2026
Informa PLC has reaffirmed its commitment to shareholder returns as part of its capital allocation strategy, with a minimum of £200m earmarked for its 2026 share buyback programme. The company repurchased 167,000 ordinary shares on 21 January...
Business Operations and StrategyStock Buyback
Informa Launches £200m 2026 Share Buyback Programme
Positive
Jan 21, 2026
Informa PLC has launched its 2026 share buyback programme with an initial minimum commitment of £200 million, appointing Deutsche Numis to execute purchases of its ordinary shares on the London Stock Exchange and other venues as riskless prin...
Executive/Board Changes
Informa Chair John Rishton to Become Imperial Brands Chair Designate
Neutral
Jan 20, 2026
Informa PLC has announced that its Board Chair, John Rishton, will join the Board of Imperial Brands PLC as a Non-Executive Director and Chair Designate from 13 July 2026, and will assume the role of Chair at Imperial Brands on 1 December 2026. Th...
Business Operations and StrategyStock BuybackDividendsFinancial Disclosures
Informa Lifts 2026 Growth Targets on Strong 2025 Performance and UAE Expansion
Positive
Jan 20, 2026
Informa has confirmed a strong performance in 2025, expecting group revenues to exceed £4.0bn with more than 12.5% reported growth, double-digit earnings expansion and over £860m in adjusted free cash flow, driven particularly by robust ...
Business Operations and StrategyFinancial Disclosures
Informa and Dubai World Trade Centre Launch inD to Drive IMEA B2B Events Growth
Positive
Jan 20, 2026
Informa has formed a strategic partnership with Dubai World Trade Centre to combine their respective B2B live events operations in the UAE and the wider IMEA region into a new operating business called inD, which will be Informa’s largest pa...
Financial Disclosures
Informa Sets Dates for Year-End Market Update and 2025 Results
Neutral
Jan 19, 2026
Informa PLC has announced the timing of two key financial communications, stating it will release its year-end market update on 20 January 2026, followed by its 2025 full-year results statement on 12 March 2026. The scheduled disclosures will prov...
Stock BuybackRegulatory Filings and Compliance
Informa Updates Total Voting Rights After Ongoing Share Buyback
Neutral
Jan 2, 2026
Informa PLC has provided an update on its total voting rights following the continuation of its share buyback programme, which began in February 2022 and has resulted in the repurchase and cancellation of 260,464,992 ordinary shares as of 31 Decem...
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.