LONDON, June 27, 2026, 19:06 BST
- Experian finished Friday at 2,520p, gaining 0.6% for the session but still off 0.9% since June 19.
- The FTSE 100 gained 1.4% in the same close-to-close period, so Experian lagged the index by roughly 2.3 percentage points.
- Company filings report 2.38 million shares bought back for cancellation over five days. The next dividend date is July 3.
Experian PLC (LON:EXPN) finished Friday under the FTSE 100 even as the company kept buying back shares in size. London was shut Saturday so there was no new move for the stock.
Credit data firm picked up around 2.38 million shares in five sessions reported in this week’s RNS filings. It spent close to 60.0 million pounds, going by purchase totals and weighted average price. That was about 8.4% of the trades during those days.
Experian shares closed Friday at 2,520p, down 0.9% from 2,542p on June 19. Over that period, the FTSE 100 moved up to 10,508.02 from 10,363.27. The 2,435p hit on Friday was the lowest price listed in the recent one-month table. Shares remain about 39% under the 52-week high of 4,101p.
Experian kept buying back its own shares last week, picking up 478,000 on June 19, then 472,000 on June 22, 480,000 on June 23, 475,319 on June 24, and 470,000 on June 25. Prices for these trades were between 2,514.8559p and 2,542.6483p. Experian said all the shares will be cancelled.
Average buyback price for the five filings came in at 2,527.9p, based on calculations. That’s roughly 0.3% more than where shares closed on Friday. The key for holders: the buyback size moves the share count but hasn’t yet shifted the market’s growth view.
Experian’s share-count update got a minor offset from a June 24 filing. The company is asking for 65,000 ordinary shares to come to market on June 26, tied to employee share schemes.
Pound-dollar exchange rate locks in July 3 ahead of Experian’s second interim dividend. The focus shifts to July 16, when Experian will post its Q1 trading update. The annual general meeting is on July 22, and the second interim dividend is set for payment on July 24.
July’s update faces a tough comparison coming after a strong FY26. Chief Executive Brian Cassin called FY26 a record year, pointing to 15% growth in Benchmark EPS, 13% ongoing revenue growth, and 8% organic growth. He also mentioned the $1 billion buyback.
FY27 guidance is the sticking point. Experian is looking for 6%-8% organic revenue growth and 8%-11% total revenue growth. Russ Mould, investment director at AJ Bell (LON:AJB), told Dow Jones/MarketWatch the outlook “unlikely to drive consensus upgrades.” MarketWatch
Cassin told analysts last month that Experian hasn’t seen “no material improvements” or “no material deterioration” for 2027, according to Reuters. JPMorgan Chase NYSE:JPM analyst Jane Sparrow said the company was “on the front foot” about the advantages from AI. Sparrow expects to hear more on that in coming quarters. Reuters
The July 16 update is now the next test for the stock. The buyback at nearly 8% of daily volume has room to help per-share earnings if shares get cancelled. Traders have a narrow band to track, with 2,435p as support and 2,566p at last week’s high.
