LONDON, June 24, 2026, 11:16 BST
Experian traded 1.8% lower at around 2,475 pence by 1052 BST on Wednesday, while the FTSE 100 slipped 0.1%.
Experian said it’s applied to admit 65,000 shares for trading on June 26 to settle staff awards. This block admission covers shares tied to employee plans. At Wednesday’s price, the shares are worth about 1.6 million pounds, or around 0.007% of Experian’s 894 million shares.
Experian bought 480,000 shares back on June 23, paying an average 2,514.8559 pence per share, according to a filing out Wednesday. The group spent roughly 12.07 million pounds. These shares will be cancelled.
Experian bought 472,000 shares on June 22, paying an average 2,542.6483 pence each, Tuesday’s filing said. The repurchase cost about 12 million pounds. The company will cancel the shares.
Experian picked up 952,000 shares over the two days, spending £24.07 million. That’s 14.6 times more than the staff-plan award. If the full 65,000 staff shares are given out, the net cut is still 887,000 shares, or near 0.10% of shares outstanding.
The company paid a blended 2,528.6 pence per share, or roughly 2.1% more than Wednesday’s close. At 2,475 pence, buying the same 952,000 shares would have been about 510,000 pounds cheaper. The difference puts the timing of the buyback in question, despite the shares going to cancellation.
Experian is set to close its $1 billion 5.35% bond deal due 2036 on Wednesday, pending standard closing conditions. The bonds pay $53.5 million in yearly interest. Proceeds are earmarked for general corporate needs and to repay debt, Experian said, with no mention of a buyback in connection with the deal.
Experian reported $2.2 billion in benchmark operating cash flow for the year ending March 31 and spent $725 million on buybacks. The company has started another $1 billion repurchase program, which runs through June 30, 2027. Looking at fiscal 2027, Experian is guiding for organic revenue growth between 6% and 8%, along with double-digit growth in benchmark, or adjusted, EPS. Organic growth strips out acquisitions and currency swings.
Experian’s analyst consensus puts organic growth at 8.0% and forecasts fiscal 2027 earnings at 203.1 US cents per share. The current revenue estimate is at the high end of Experian’s guided range, so there’s not much leeway if numbers come in lower.
Chief Executive Brian Cassin told analysts on May 20, “We don’t see any material improvements; we don’t see any material deterioration either.” JPMorgan’s Jane Sparrow said AI at Experian will remain “a recurring theme in future quarters” as management continues to tackle questions about competition from AI. Reuters
Equifax slipped 0.6% on Tuesday, but TransUnion gained 2.4%. U.S. peers did not point to a clear sector move.
Experian’s 48-cent second interim dividend goes ex-div Thursday, so shares bought from then miss out. The record date is June 26, with payment set for July 24. First-quarter trading figures come on July 16.
But even a smaller share count won’t make up for a sales or profit miss. Consensus is at the high end of guidance, so if first-quarter organic growth comes in near the 6% low, estimates could get cut. The stock closed Monday down 39.1% from its 52-week high.
