LONDON, June 29, 2026, 11:03 BST
- Experian PLC (LON:EXPN) was up 0.24% to 2,526p at 10:46 BST, but shares were still down 38% from the 52-week high.
- The latest RNS shows the company bought back 486,200 shares on Friday, about £12.0 million at the weighted average price reported.
- The company bought back 2.38 million shares over five sessions through Friday, roughly 0.27% of its shares outstanding.
- The first-quarter trading update on July 16 is the next check for FY27 organic growth. Company-compiled analyst estimates put that at 7.2% on average.
Experian PLC (LON:EXPN) was up slightly in London on Monday, but what stood out to investors was the latest buyback. The credit-data group bought back shares equal to only about a tenth of its usual daily volume. The stock still lagged the FTSE 100 on a total-return basis.
The London Stock Exchange was trading during the dateline; normal hours are 0800 to 1630 local. At 10:46 BST, Experian traded at 2,526p, up 6p, or 0.24%. The stock moved between 2,519p and 2,557p so far. Investors Chronicle lists average volume at 4.84 million and total shares outstanding at 892.12 million.
| Market read-through | Latest data |
|---|---|
| Latest share price | 2,526p |
| Move today | +0.24% |
| Last close | 2,520p |
| Range past year | 2,203p–4,101p |
| Market value | £22.46 bln |
| Average daily volume | 4.84 mln shares |
Experian said in an RNS Monday it bought 486,200 ordinary shares on June 26 at a weighted average price of 2,474.7312p. Experian will cancel the shares. The total value for the day’s buyback was around £12.0 million.
RNS filings show the company bought shares each day from June 22 through June 26, buying around 470,000 to 486,200 shares per session. The filings put the five-day total at 2.38 million shares, with an average price of around 2,515.38p.
| Purchase date | Shares bought | Weighted avg price | Implied value |
|---|---|---|---|
| June 22 | 472,000 | 2,542.6483p | £12.0 mln |
| June 23 | 480,000 | 2,514.8559p | £12.1 mln |
| June 24 | 475,319 | 2,515.2720p | £12.0 mln |
| June 25 | 470,000 | 2,530.6935p | £11.9 mln |
| June 26 | 486,200 | 2,474.7312p | £12.0 mln |
| Five sessions | 2,383,519 | 2,515.3807p | £60.0 mln |
That five-day sum is about 0.27% of Experian’s shares out. Daily, the buyback was about 9.8% of average volume. The repurchase is big enough to keep demand steady, but it hasn’t closed Experian’s one-year lag versus the UK large-cap index.
Experian’s one-year total return was down 31.93%, Morningstar data showed. Over the same period, the FTSE 100 total-return index gained 24.13% as of June 26. The three-month spread narrowed but Experian still lagged.
| Total return period | Experian | FTSE 100 TR | Gap |
|---|---|---|---|
| 1 month | -0.92% | +0.38% | -1.30 pct pts |
| 3 months | +0.45% | +6.28% | -5.83 pct pts |
| 1 year | -31.93% | +24.13% | -56.06 pct pts |
The gap stands out since the last full-year figures weren’t soft. Experian posted FY26 revenue of $8.445 billion, up 12%. Benchmark EPS climbed 15%. Return on capital employed was 17.2%. CEO Brian Cassin described FY26 as “a record year” in the May statement.
FY27 is in focus. Experian is looking for organic revenue to grow 6% to 8%, with total revenue up 8% to 11%, and it said it expects another year of double-digit benchmark EPS growth. “We don’t see any material improvements; we don’t see any material deterioration either at the same time,” Cassin told analysts, according to Reuters after the results. Reuters
Analyst consensus compiled by the company shows an average forecast of 7.2% organic revenue growth for FY27, with individual estimates spread from 6.6% to 7.8%. Deutsche Bank, the only firm to update its number in June, is also at 7.2%.
Experian has its first-quarter trading update due July 16, the annual general meeting set for July 22, and plans to pay its second interim dividend July 24.
