Experian (LON:EXPN) holds up after new £12m buyback filing

Experian (LON:EXPN) holds up after new £12m buyback filing

June 23, 2026

London, June 23, 2026, 13:10 BST

Experian added 0.6% to 2,513 pence by 12:31 BST on Tuesday, moving against a 0.5% drop in the FTSE 100. Investors watched for the latest buyback from the credit-data group. Shares started at 2,484 pence and went up to 2,519 pence.

Experian shares finished up after a rough Monday. The stock shed 1.73% to close at 2,498 pence even as the FTSE 100 rose 0.72%. Shares are trading about 39% under the 52-week high of 4,101 pence.

Experian said it spent about £12 million to buy 472,000 shares on June 22 via J.P. Morgan Securities, paying a weighted average price of 2,542.6483 pence. The purchase price ranged from 2,491 to 2,566 pence. Experian plans to cancel the shares.

The shares rallied Tuesday but are still trading around 1.2% under what Experian paid on average for buybacks Monday. Scrapping stock cuts the share count and can boost earnings per share if profit does not change. It doesn’t affect the demand for Experian’s services.

FTSE 100 drops 0.6% as miners, tech funds slide The FTSE 100 slipped around 0.6%, with miners and tech investment funds taking the biggest hit. Investors faced higher rate forecasts, shakier risk appetite worldwide, and more political uncertainty in the UK.

Experian annual results showed steady gains. Revenue from ongoing operations hit $8.43 billion and organic growth—the company’s constant-currency sales measure—came in at 8%. Benchmark EBIT, its preferred profit metric, was up 15% to $2.41 billion. CEO Brian Cassin called fiscal 2026 “a record year for Experian.” Looking to fiscal 2027, the company forecast organic growth at 6% to 8%, a more measured outlook. Experian

Risks are still there. Experian said rate uncertainty and economic swings might make clients pull back, especially on credit cards. “We don’t see any material improvements; we don’t see any material deterioration either at the same time,” Cassin told analysts. JPMorgan’s Jane Sparrow said Experian is “on the front foot” when talking up AI. The company said AI boosted coding productivity by 10% to 15% last year. Reuters

Equifax and TransUnion are still the main competitors in credit info, and Credit Karma and ClearScore are up against each other in consumer finance platforms. The industry keeps facing the same big factors: borrowing activity, fraud risks, regulatory rules, and if AI boosts their proprietary data models or just makes their analytics easier for others to copy.

Experian shares will go ex-dividend on June 25. The company reports its first-quarter trading update on July 16, with the dividend expected to be paid July 24. Until then, holders have only the ongoing buyback, with no new trading numbers yet to show if growth can hit the top of management’s 6%-to-8% range.

Mateusz Ługowik

Mateusz Ługowik is a senior markets reporter at Bez-kabli.pl, specializing in technology stocks, artificial intelligence and global financial markets. A graduate of the University of Gdańsk, he previously worked in investment research and market analysis. His coverage helps readers understand the key trends, companies and innovations influencing investors worldwide.

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