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

Experian PLC (LON:EXPN) ex-dividend dip masks 0.7% gain as buyback accounted for 12% of two-day volume

June 25, 2026

London, June 25, 2026, 12:10 BST

  • Experian was at 2,532 pence at 1200 BST, down 0.74%, after the stock went ex-dividend for 48 U.S. cents.
  • The dividend was worth an estimated 36.4 pence at morning exchange rates. Adding it back gave a 0.68% gain against Wednesday’s close, while the FTSE 100 rose about 0.3%.
  • Purchases on June 23 and 24 cost about £24.0 million and equalled 11.7% of reported share volume across the two sessions.

Experian PLC (LON:EXPN) traded near 2,533 pence around midday in London, down about 0.7% from Wednesday’s 2,551-pence close. The quoted fall was smaller than the estimated value of the dividend removed from the stock on Thursday.

The second interim dividend is 48 U.S. cents a share. At the morning rate of £0.7582 per dollar, it was worth 36.4 pence. The 2,532-pence quote plus that amount was 2,568.4 pence, or 0.68% above the prior close. Experian will set the final sterling conversion on July 3 unless a shareholder elects payment in dollars.

The dividend-adjusted rise was about twice the FTSE 100’s 0.33% advance. The index was near 10,496 points around midday.

Experian had also been a large buyer of its shares before the ex-date. It bought 480,000 shares on Tuesday at a weighted average 2,514.8559 pence and 475,319 on Wednesday at 2,515.2720 pence. Both lots will be cancelled.

The trades cost £24.03 million. They accounted for 13.0% of Tuesday’s reported volume and 10.7% of Wednesday’s volume, or 11.7% across both sessions. The filings do not show how much the orders affected the price.

That two-day spend was only about 0.11% of Experian’s roughly £22.7 billion market value. A further $1 billion repurchase programme announced in May could buy about 30 million shares at Thursday’s price and exchange rate, equal to 3.3% of shares outstanding, if fully used at those levels.

Experian entered this week about 39% below its July 2025 high of 4,101 pence. Its average daily volume over the preceding 50 sessions was about 3.1 million shares.

Experian Finance US priced $1 billion of 5.35% bonds due August 2036, with the issue scheduled to close on June 24. The announcement said the proceeds would repay debt and fund general corporate purposes.

Full-year ongoing revenue rose 13% to $8.43 billion and benchmark earnings per share rose 15%. Experian forecasts organic revenue growth of 6%-8% for the year to March 2027 and double-digit benchmark EPS growth.

Chief Executive Brian Cassin said in May that Experian saw “no material improvements” and “no material deterioration” in the FY27 outlook. JPMorgan Chase (NYSE:JPM) analyst Jane Sparrow said the case for AI benefits was likely to be “a recurring theme in future quarters.” Reuters

Experian is due to issue its first-quarter trading update on July 16. The dividend is scheduled for payment on July 24.

Artur Ślesik

Artur Ślesik is a technology and financial markets journalist at Bez-kabli.pl, covering artificial intelligence, semiconductors, technology stocks and emerging innovations. A graduate of Warsaw University of Technology, he combines a technical background with market analysis to explain how new technologies are shaping industries, businesses and investment trends worldwide.

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