LONDON, July 6, 2026, 17:11 BST
- Experian gained 0.34%. FTSE 100 slipped after the London close.
- The RNS out Monday said the company picked up 228,171 shares on July 3, paying an average of 2,626.6184p each.
- Experian’s own site shows analysts see 7.2% organic revenue growth for FY27 and expect benchmark EPS at 202.2 cents.
- The next key test is the July 16 first-quarter trading update.
Experian PLC (LON:EXPN) edged up 9p, or 0.34%, to 2,653p on Monday. The move came as the FTSE 100 (INDEXFTSE:UKX) slipped 27.26 points, or 0.26%, according to Hargreaves Lansdown’s delayed London close data.
AJ Bell data showed Experian traded as high as 2,723p with volume at 2.66 million shares. Market value came in at 23.57 billion pounds. The shares traded at 2,653p, about 20% higher than the year low of 2,203p, but around 35% off the 4,101p high. That’s a wide range for a company still guiding for double-digit benchmark EPS growth.
Buyback details stood out in the latest RNS. Experian bought 228,171 shares on July 3, paying between 2,607p and 2,647p, with the average price at 2,626.6184p. Total spend was around 6.0 million pounds. On Monday, the stock quoted about 1.0% higher than that average buyback price.
The buyback now acts as real support, not just a promise from the board. Experian put a $1 billion cap on the new repurchase plan, which started June 30. The program covers up to 63,288,150 ordinary shares and expires by June 30, 2027, once the earlier plan is finished.
The main valuation question is if buybacks are enough to close the gap between the share price and what analysts still expect. Experian put out full-year numbers for 2026: ongoing revenue at $8.425 billion, benchmark EBIT at $2.407 billion, EPS at 179.8 cents and a total dividend of 69.25 cents. Analyst estimates for FY27, as compiled by the company, are for $9.206 billion revenue, $2.676 billion EBIT, EPS at 202.2 cents and a 77.5-cent dividend.
| Metric | FY26 actual | FY27 analyst average | Implied change |
|---|---|---|---|
| Ongoing revenue | $8.425 bln | $9.206 bln | up 9.3% |
| Organic revenue growth | 8.0% | 7.2% | down 0.8 points |
| Benchmark EBIT | $2.407 bln | $2.676 bln | up 11.2% |
| Benchmark EPS | 179.8 cents | 202.2 cents | up 12.5% |
| Total dividend | 69.25 cents | 77.5 cents | up 11.9% |
Broker EPS forecasts for FY27 are tight on revenue but show more distance on profits. RBC is at 193.1 cents in its benchmark EPS, while UBS puts it at 204.2 cents. Revenue estimates in the Experian table run from $9.062 billion to $9.312 billion.
| Broker | FY27 revenue | Organic growth | Benchmark EBIT | Benchmark EPS | Dividend |
|---|---|---|---|---|---|
| JPMorgan NYSE:JPM | $9.241 bln | 7.8% | $2.685 bln | 203.6c | 78.4c |
| Morgan Stanley NYSE:MS | $9.209 bln | 7.6% | $2.679 bln | 203.7c | 78.4c |
| Redburn Atlantic | $9.202 bln | 6.6% | $2.686 bln | 203.1c | 72.8c |
| RBC (TSE:RY) | $9.165 bln | 7.3% | $2.650 bln | 193.1c | 73.4c |
| UBS (SWX:UBSG) | $9.312 bln | 7.7% | $2.704 bln | 204.2c | 77.6c |
| Average | $9.206 bln | 7.2% | $2.676 bln | 202.2c | 77.5c |
Organic growth is still lagging. Experian in May guided for organic revenue growth between 6% and 8% for FY27, and total revenue growth of 8% to 11%. “We don’t see any material improvements; we don’t see any material deterioration either,” CEO Brian Cassin told analysts. JPMorgan’s Jane Sparrow said the company was “on the front foot” when talking up AI’s potential impact. Reuters
Cash return lands soon. Experian set its second interim dividend at around 35.9345p a share, using an exchange rate of 1 pound to $1.33576 for investors taking sterling. The payout hits on July 24. Holders who didn’t opt for dollars get the sterling rate.
Next up for Experian is a first-quarter trading update set for July 16, according to its financial calendar. The annual general meeting is on July 22, with the second interim dividend hitting July 24.
