London, June 15, 2026, 16:20 BST
- Informa was up 3.70% at 846.40p by 16:02 BST. The shares moved in a range of 832p–853p today. Davy Group
- Informa bought back 1,044,693 ordinary shares for cancellation from June 8 to June 12, according to the company. Investegate
- Informa’s 2026 AGM lands on June 18, making it the next notable date to watch. Informa
Informa Plc pushed higher for a second straight day in London on Monday, adding to Friday’s rally and beating the wider UK market. Davy’s late reading had the shares at 846.40p, up 30.20p. At 15:47 BST, Fidelity showed Informa up 3.68%. The FTSE All-Share slipped 0.27%. Informa’s moves are tied to demand in live B2B events, academic subscriptions, and returns, with heavy UK exposure in events, digital, and research. Davy Group
Informa said Monday it bought 1,044,693 shares between June 8 and June 12, and will cancel them all. In its latest buyback update, the company repeated its pledge to spend at least £200 million on buybacks in 2026. The programme was increased by £50 million to £250 million in March, before the AGM. Investegate
Bull case rides on strong numbers. Informa posted 2025 revenue of £4.04 billion and adjusted operating profit at £1.14 billion. Free cash flow was £884.8 million. Adjusted diluted EPS hit 55.6p. EPS means earnings per share. Adjusted results take out one-off and accounting items; underlying revenue takes out the impact of M&A, disposals, currency, and timing. CEO Stephen A. Carter called it “an outstanding performance in 2025, delivering double-digit growth in revenues, adjusted earnings per share and cash flow,” according to the annual statement. Informa
Informa stays under pressure. The group posted a statutory pre-tax loss of £64.3 million for 2025, pointing to a non-cash impairment at Informa TechTarget. Leverage stands at 2.4 times net debt to adjusted EBITDA, using the standard debt-to-earnings ratio. In March, Reuters said Informa put off events under more than 10 brands in the Middle East and mentioned rescheduling costs tied to the conflict. Investors now focus on the AGM for word on event schedules, any cash payout, and if management sticks to its 2026 trade outlook. Informa
Shares changed hands at 846.40p today, putting the stock at around 15.2 times forecast 2025 adjusted EPS. 15 analysts on MarketScreener’s consensus page give it a mean Buy call and see an average price target of £10.24, a premium to the latest price. Some aren’t so bullish—lowest target is £8.50, which is about where shares were on Monday. Risks haven’t gone away: a pause in event growth, more Middle East disruption, or pushback on the use of adjusted figures over statutory could all hit the shares. Stocks in an uptrend tend to find support if cash flow or returns are rising; they come under pressure if growth, margins, or faith in the numbers falter. Marketscreener
