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Informa
(LSE:INF)
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Rating:69Neutral
Price Target:
998.00 p
▲(13.28% Upside)
Action:Reiterated
Date:08/06/26
The score is driven primarily by solid financial performance powered by strong revenue and free cash flow, alongside a supportive uptrend in technicals. The main restraint is valuation: the high P/E leaves less room for error given the sharp deterioration in reported net income and margin pressure.
Positive Factors
Strong free cash flow
Sustained high free cash flow (~£868m, +33% in 2025) provides durable financial flexibility. With FCF roughly matching reported earnings (FCF to net income ~0.97), the company can fund capex, dividends, buybacks or pay down debt without relying on volatile accounting profits, supporting long-term capital allocation.
Negative Factors
Collapsed reported net income
A dramatic fall in reported net income to ~£11m (net margin ~0.3%) materially weakens reported profitability and could reflect one-offs, impairment or tax impacts. Persistently low reported earnings would constrain distributable profits and raise market and creditor scrutiny, affecting long-term strategic options.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong free cash flow
Sustained high free cash flow (~£868m, +33% in 2025) provides durable financial flexibility. With FCF roughly matching reported earnings (FCF to net income ~0.97), the company can fund capex, dividends, buybacks or pay down debt without relying on volatile accounting profits, supporting long-term capital allocation.
Read all positive factors
Informa (INF) vs. iShares MSCI United Kingdom ETF (EWC)
Market Cap
£11.31B
Dividend Yield1.63%
Average Volume (3M)2.87M
Price to Earnings (P/E)52.8
Beta (1Y)1.19
Revenue Growth4.51%
EPS Growth216.21%
CountryUK
Employees14,052
SectorCommunication Services
Sector Strength97
IndustryPublishing
Share Statistics
EPS (TTM)0.17
Shares Outstanding1,257,011,700
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
£1,114.29Price Target Upside26.48% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering7
EPS Forecast (FY)0.57
Revenue Forecast (FY)£4.32B
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:Mar 11, 2027
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 | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 4.07B | 4.04B | 3.55B | 3.19B | 2.26B | 1.58B |
| Gross Profit | 764.50M | 1.09B | 1.35B | 1.17B | 391.30M | 155.40M |
| EBITDA | 1.22B | 539.10M | 899.00M | 950.90M | 585.90M | 479.70M |
| Net Income | 221.10M | 11.00M | 297.70M | 419.00M | -108.80M | 77.90M |
Balance Sheet | ||||||
| Total Assets | 13.51B | 12.32B | 13.69B | 11.52B | 12.15B | 10.20B |
| Cash, Cash Equivalents and Short-Term Investments | 597.60M | 330.50M | 546.10M | 389.30M | 2.13B | 884.80M |
| Total Debt | 3.69B | 3.48B | 3.49B | 1.78B | 2.21B | 2.29B |
| Total Liabilities | 6.69B | 6.06B | 6.37B | 4.34B | 4.68B | 4.15B |
| Stockholders Equity | 5.68B | 5.65B | 6.49B | 6.75B | 7.15B | 5.76B |
Cash Flow | ||||||
| Free Cash Flow | 834.90M | 867.50M | 771.00M | 503.60M | 421.70M | 438.30M |
| Operating Cash Flow | 862.20M | 894.90M | 801.60M | 620.20M | 499.00M | 480.00M |
| Investing Cash Flow | -125.40M | -137.60M | -1.35B | -684.30M | 1.47B | 151.50M |
| Financing Cash Flow | -934.70M | -900.80M | 637.40M | -1.63B | -813.80M | -45.60M |
Informa Technical Analysis
Positive
881.00
Price Trends
868.01
Positive
821.08
Positive
841.70
Positive
Market Momentum
8.49
Negative
52.54
Neutral
34.79
Neutral
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 881 is below the 20-day moving average (MA) of 885.53, above the 50-day MA of 868.01, and above the 200-day MA of 841.70, indicating a bullish trend. The MACD of 8.49 indicates Negative momentum. The RSI at 52.54 is Neutral, neither overbought nor oversold. The STOCH value of 34.79 is Neutral, 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 | £529.35M | 19.48 | 12.74% | 2.67% | -9.72% | 6.73% | |
78 Outperform | £45.83B | 20.71 | 125.53% | 2.63% | 1.95% | 20.56% | |
69 Neutral | £11.31B | 52.77 | 3.90% | 2.50% | 4.51% | 216.21% | |
65 Neutral | £7.33B | 23.87 | 9.26% | 2.06% | 3.24% | -25.23% | |
64 Neutral | £291.18M | 8.92 | 3.57% | 5.72% | -8.41% | -51.11% | |
60 Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% | |
56 Neutral | £4.44B | -17.58 | -7.54% | 5.31% | -6.47% | -162.96% |
* Communication Services Sector Average
GB:INF
Informa
901.80
61.21
7.28%
GB:BMY
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642.00
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37.88%
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Future plc
329.00
-380.52
-53.63%
GB:PSON
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1,203.50
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15.92%
GB:REL
RELX plc
2,608.00
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GB:WPP
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16.47%
Informa Corporate Events
Business Operations and StrategyStock BuybackRegulatory Filings and Compliance
Informa Updates Total Voting Rights After Ongoing Share Buybacks
Positive
Aug 3, 2026
Informa PLC said it has continued its share buyback programme, launched in February 2022, and by 31 July 2026 had repurchased and cancelled 290,922,972 ordinary shares, reducing its share count. The company reported that its issued share capital a...
Business Operations and StrategyStock Buyback
Informa Advances £250m 2026 Buyback with Fresh Share Cancellations
Positive
Aug 3, 2026
Informa PLC has continued its 2026 capital allocation strategy by advancing its share buyback programme, under which it has committed at least £250m for the year. Between 27 and 29 July, the company repurchased a total of 632,718 ordinary sha...
Business Operations and StrategyStock BuybackDividendsFinancial DisclosuresPrivate Placements and Financing
Informa lifts buyback and dividend as B2B events and academic units drive H1 growth
Positive
Jul 30, 2026
In its 2026 half-year results, Informa PLC reported 6.8% underlying revenue growth and 6.9% underlying operating profit growth, driven by strong performances in B2B Live Events and Academic Markets despite biennial phasing and disruptions in confl...
Business Operations and StrategyStock Buyback
Informa Advances £250m Share Buyback With Latest Repurchases
Positive
Jul 27, 2026
Informa PLC has provided an update on its 2026 share buyback programme, part of a broader capital allocation strategy aimed at delivering consistent shareholder returns. The company has committed at least £250m to buybacks this year, undersco...
Business Operations and StrategyStock Buyback
Informa Advances £250m Share Buyback With Latest Weekly Purchases
Positive
Jul 20, 2026
Informa PLC has provided an update on its 2026 share buyback programme, part of a broader capital allocation strategy aimed at delivering consistent shareholder returns. The group has committed at least £250m to repurchases this year, undersc...
DividendsRegulatory Filings and Compliance
Informa Executives Increase Holdings Through Dividend Reinvestment Plans
Neutral
Jul 14, 2026
Informa PLC disclosed routine share transactions by senior executives Stephen A. Carter, group chief executive, and Gareth Wright, group finance director. The dealings involved the automated reinvestment of dividends into ordinary shares of 0.1 pe...
Business Operations and StrategyStock Buyback
Informa Advances 2026 Buyback With Over 1 Million Shares Repurchased
Positive
Jul 13, 2026
Informa PLC has provided an update 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 £250 million to repurchases this year...
Business Operations and StrategyExecutive/Board Changes
Informa Names Former Reuters Chief Tom Glocer as Chair-Elect
Positive
Jul 9, 2026
Informa PLC has appointed former Reuters and Thomson Reuters chief executive Tom Glocer as chair-elect, marking the conclusion of a succession process begun earlier this year. Glocer will join the board as a non-executive director on 1 October 202...
Business Operations and StrategyStock Buyback
Informa Updates 2026 Share Buyback as £250m Capital Return Continues
Positive
Jul 6, 2026
Informa PLC has provided an update on its ongoing share buyback programme, part of a broader capital allocation strategy aimed at delivering consistent shareholder returns. For 2026, the group has committed at least £250m to share repurchases...
Business Operations and StrategyStock BuybackRegulatory Filings and Compliance
Informa Updates Share Buyback and Total Voting Rights
Positive
Jul 1, 2026
Informa has provided an update on its ongoing share buyback programme, confirming that since its launch in February 2022 the company has repurchased and cancelled 286,372,174 ordinary shares as of 30 June 2026. This sustained reduction in share co...
Business Operations and StrategyStock Buyback
Informa Advances 2026 Share Buyback with Weekly Purchases and Share Cancellations
Positive
Jun 29, 2026
Informa PLC has provided an update on its ongoing share buyback programme, a key element of its capital allocation strategy aimed at delivering consistent shareholder returns. For 2026, the company has committed at least £250 million to buyba...
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...
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.