LONDON, July 3, 2026, 13:16 BST
- Experian ended mostly flat in London trading. The clearer sign was in new share-count filings, not in the stock price.
- Buybacks on July 1 and 2 hit 941,547 shares, roughly 14.5 times the 65,000 shares in the employee plan admission.
- Investors are looking to the July 16 first-quarter update after FY27 organic growth guidance kept them cautious.
London Stock Exchange traded in its usual hours Friday, from 8:00 a.m. to 4:30 p.m. BST. Shares of Experian plc (LON:EXPN) were at 2,623p, up 0.04%, at 12:58 BST. The FTSE 100 stood at 10,630.04, down 0.21%, with index data delayed at least 15 minutes.
Experian disclosed it bought back 467,376 shares on July 2 at an average 2,593.7994p each. On July 1, the company picked up another 474,171 shares at 2,537.2294p. All the shares will be cancelled.
The company has filed for 65,000 new ordinary shares to start trading July 3, tied to employee share-plan awards. By the filings, buybacks from the two reported days took out 14.5 times more shares than the new admissions, or a net 876,547 shares, before counting any other share-plan settlements.
| Share-count item | Shares | Price/status | Capital effect |
|---|---|---|---|
| Buyback on July 2, announced July 3 | 467,376 | 2,593.7994p average | Marked for cancellation |
| Buyback on July 1, announced July 2 | 474,171 | 2,537.2294p average | Marked for cancellation |
| Employee share plan admission July 3 | 65,000 | Issued as new ordinary shares | Same rights as current shares |
| Net after both buybacks and admission | 876,547 | Based on regulatory filing | Total shares fall |
As of June 30, Experian held 891,533,002 voting rights, net of treasury shares. The company’s new $1 billion buyback plan authorizes the purchase of up to 63,288,150 ordinary shares by June 30, 2027. That equals about 7.1% of its voting rights if the whole amount is used.
Experian is launching the buyback while the stock is trading well off its highs. Shares are roughly 36% under the 52-week peak of 4,101p. Trading Economics shows the stock is down 31.38% over the past year. By comparison, FTSE 100’s one-year return was 20.48%, according to Investors Chronicle data from LSEG.
| Market measure | Experian plc (LON:EXPN) | FTSE 100 |
|---|---|---|
| July 3 intraday quote | 2,623p, up 0.04% | 10,630.04, down 0.21% |
| Day range | 2,605p to 2,640p | 10,604.25 to 10,701.32 |
| One-year move | fell 31.38% | rose 20.48% |
| 52-week range | 2,203p to 4,101p | 8,774.66 to 10,934.94 |
Capital returns are coming in while Experian’s business keeps growing. For FY26, the company booked $8.43 billion in ongoing revenue, a 13% climb at actual rates. Benchmark EBIT from ongoing activities rose 15% to $2.41 billion. Guidance for FY27 calls for total revenue growth between 8% and 11%, organic growth at 6%-8%, and a target of double-digit benchmark EPS growth.
“FY26 was a record year for Experian,” Chief Executive Brian Cassin said in the results statement. He linked the additional $1 billion buyback to cash the company generated and balance-sheet flexibility. Experian
Caution showed up in Experian’s growth outlook. Reuters said on May 20 that Experian shares dropped as much as 7.1% after its FY27 organic growth forecast missed the low end of its own analyst poll range, which was 6.3% to 9.8%. CEO Brian Cassin told analysts there’s no “material deterioration,” but Reuters noted he flagged more caution from clients in areas like credit cards. Jane Sparrow at JPMorgan Chase & Co NYSE:JPM said AI reassurance could keep coming up in future quarters. Reuters
Experian’s next event on the calendar is its first-quarter trading update, set for July 16. The company earlier posted a July 3 item about the sterling-dollar exchange rate for its second interim dividend, according to Experian’s financial calendar.
