LONDON, July 4, 2026, 16:01 BST
- Experian ended Friday at 2,644p, gaining 4.9% for the week. The FTSE 100 added 1.6% over that period.
- Experian said four buyback notices showed 1.89 million shares repurchased, worth around £48.3 million in total, with an average price of 2,554p each.
- The repurchases were roughly 28 times the 66,956 shares issued or reserved for employee plan use.
- Next set for July: first-quarter trading update on July 16, AGM on July 22, and dividend goes out July 24.
Experian PLC (LON:EXPN) finished the week with its capital-return moves more visible than the share price action suggested. The credit data firm repurchased nearly 1.9 million shares across four reported trades. New share awards for staff stayed small next to that.
Experian ended Friday up 0.84% at 2,644p, while the FTSE 100 (INDEXFTSE:UKX) added 0.25%. The stock climbed 4.9% from last Friday’s 2,520p close. The index was up 1.6% for the same period.
| Tape check | Experian | FTSE 100 |
|---|---|---|
| Friday close | 2,644p | 10,679.03 |
| Friday move | up 0.84% | up 0.25% |
| Week move | up 4.9% | up 1.6% |
| Experian outperformance | lead by 3.3 percentage points |
The RNS feed gave investors the numbers: Experian said it bought 476,000 shares on June 29, 472,000 on June 30, 474,171 on July 1 and 467,376 on July 2. All shares bought in the programme are set to be cancelled.
| Purchase date | Shares bought | Weighted average price | Est. value |
|---|---|---|---|
| June 29 | 476,000 | 2,539.6014p | £12.09 mln |
| June 30 | 472,000 | 2,546.8208p | £12.02 mln |
| July 1 | 474,171 | 2,537.2294p | £12.03 mln |
| July 2 | 467,376 | 2,593.7994p | £12.12 mln |
| Total | 1,889,547 | 2,554.2153p | £48.26 mln |
It’s a small figure compared to Experian as a whole, but not small in terms of weekly dilution. In June, Experian reported 1,956 ordinary shares issued and admitted, plus 65,000 more to be admitted July 3 for settling employee share-plan awards. The four buyback notices covered about 28.2 times the combined 66,956 shares.
Experian had 891.5 million voting rights as of June 30, and the four share purchases represent about 0.21% of that. The larger buyback plan announced June 30 allows for up to US$1 billion and a maximum of 63.3 million ordinary shares, set to finish by June 30, 2027.
That’s important as Experian still has ground to make up. Shares closed Friday about 35.5% under the 4,101p high AJ Bell tracked for the year, even after rising last week. Market cap is at £23.49 billion with a 1.9% dividend yield, according to AJ Bell.
Experian updated its cash-return line on Friday, setting the conversion rate for its second interim dividend at £1=$1.33576. The 48.00 U.S. cent payout comes to about 35.9345p per share for shareholders getting payments in sterling instead of dollars. The dividend is due July 24.
| Investor date | Event | Why it matters |
|---|---|---|
| July 16 | First-quarter trading update | Investors get first look at FY27 organic growth here |
| July 22 | Annual General Meeting | Shareholders vote; it’s the governance check-in |
| July 24 | Second interim dividend payment | Dividend pays out, with about 35.9345p per share |
The May outlook is still the main hurdle. Experian kept its forecast for 6% to 8% organic revenue growth for the year ending March 2027. That’s below the top end of an analyst range pulled together by the company, which runs from 6.3% to 9.8%. CEO Brian Cassin told analysts, “We don’t see any material improvements; we don’t see any material deterioration either at the same time.” Reuters said Cassin also mentioned that credit-card clients are showing more caution. Reuters
The AI story is still part of the debate over valuations. Experian shares had dropped 19.4% in 2026 as some investors asked if AI could handle data analysis, Reuters reported in May. JPMorgan Chase & Co. NYSE:JPM analyst Jane Sparrow called the company’s comments “on the front foot” for laying out expected AI revenue and cost gains. Reuters
North America remains the top driver in the July update. Experian posted fiscal 2026 North America revenue of $5.59 billion with 10% organic growth. UK and Ireland booked $942 million in revenue, up 2% organically. Benchmark EBIT came in 15% higher at $2.41 billion.
