London, June 26, 2026, 12:02 BST
- Experian dropped 2.16% to 2,451p. The FTSE 100 was down around 0.7%.
- The company picked up 470,000 shares Thursday, paying a weighted average price of 2,530.6935p, which is higher than where the market stood at midday Friday.
- Experian has set June 26 as both the record date and the deadline for elections on its 48-cent second interim dividend.
- The July 16 first-quarter FY27 trading update is up next.
Experian PLC (LON:EXPN) dropped over 2% on Friday, trailing the London market. The stock ended below Thursday’s buyback price.
Experian traded at 2,451p, off 54p, or 2.16%, at 12:02 p.m. London time, according to Davy data. Shares moved between 2,449p and 2,503p so far today. Reuters said the FTSE 100 fell 0.7% by 0907 GMT, with commodity weakness and nerves around AI-linked names weighing on London stocks.
Experian’s share buyback stands out. The company said Friday it purchased 470,000 ordinary shares on June 25 through J.P. Morgan Securities plc, a unit of JPMorgan Chase & Co (NYSE:JPM), at a weighted average price of 2,530.6935p per share on the London Stock Exchange. Experian will cancel these shares.
The price sits 79.7p higher than the 2,451p quote seen at midday Friday. Based on company numbers, Thursday’s buyback came to about £11.9 million. The stock traded roughly 3.3% under the buyback level by midday Friday.
Experian picked up 475,319 shares at an average 2,515.2720p each on June 24. Over both reported sessions, the company bought a total of 945,319 shares for around £23.85 million.
Friday’s drop wiped out around £482 million in market cap, far bigger than the two-day buyback. Google Finance shows 892.59 million shares out; a 54p drop means about 40 times what was spent on Thursday’s buyback.
The company said June 24 it applied to have 65,000 new ordinary shares admitted to trading on June 26, tied to its employee share-plan awards. That’s about 6.9% of the shares the company bought back on June 24 and June 25, per RNS filings.
Dividend calendar weighed on the stock. Experian’s second interim payout is 48.00 U.S. cents a share. The ex-dividend date is June 25, with record date on June 26 and payment slated for July 24. Shareholders had a June 26 deadline to choose between U.S. dollar or UK-sourced dividends.
Experian’s drop puts shares far under last year’s top. AJ Bell’s data has the yearly high at 4,101p and the low at 2,203p. At 2,451p, the stock trades 40% under the high, sitting just 11% above the low.
Experian shares have been weak since May after the company guided for FY27 organic revenue growth of 6% to 8%. That’s slightly under where analysts polled by the company expected, Reuters reported. The stock dropped as much as 7.1% the same day.
JPMorgan analyst Jane Sparrow wrote in a note quoted by Reuters that Experian’s May update was “on the front foot” about AI’s impact on revenue and costs. Sparrow said management is likely to repeat that point as it works to ease concern over AI. Reuters
Brian Cassin, CEO, called fiscal 2026 a “record year” in May, citing 15% growth in Benchmark EPS, 13% total revenue growth, and 8% organic revenue growth. Experian also set out a new $1 billion share buyback program running until June 30, 2027. Experian
Experian plans to release its first-quarter FY27 trading update on July 16. The AGM is scheduled for July 22, and the company will pay its second interim dividend on July 24.
