LONDON, June 30, 2026, 16:03 BST
- London was open for regular trading at the dateline, with LSE hours set at 08:00-16:30 BST.
- Experian traded at 2,556p, up 0.20%, at 15:46:45 BST in delayed data.
- The company picked up 476,000 shares on June 29 at a weighted average price of 2,539.6014p, for about £12.1 million before fees.
- Experian posted a one-year total return loss of 32.51% through June 29, while the FTSE 100 total return index gained 22.95%.
Experian PLC (LON:EXPN) ticked up 0.2% to 2,556p in Tuesday’s delayed London session. Shares traded just 0.6% higher than where the credit-data firm did its buyback on Monday, keeping the repurchase program near the market price.
Experian said in a new RNS that it picked up 476,000 ordinary shares in the London market via J.P. Morgan Securities plc, paying an average of 2,539.6014p. The buyback prices ran from 2,521p to 2,560p. The company will cancel these shares.
Why it matters: The Monday buyback soaked up about 13% of the day’s 3.6 million volume, or about 0.05% of the 948.31 million shares out. That’s a small slice of the total, but it suggests the company is putting cash to work with the stock around 38% off its 52-week peak of 4,101p.
Key prices:
| Measure | Latest data |
|---|---|
| Latest delayed price | 2,556p |
| Day change | up 5p, or 0.20% |
| Previous close | 2,551p |
| Intraday range | traded between 2,520p and 2,569.53p |
| June 29 buyback price | 2,539.6014p |
| June 29 buyback size | 476,000 shares |
| 52-week range | 2,203p to 4,101p |
Experian ended up 1.23% at £25.51 on Monday, even with the FTSE 100 slipping 0.23% to 10,484.22. About 3.6 million shares traded, topping the 50-day average of 3.3 million. Buyback hopes colored the session.
The stock is still far behind its index. Morningstar’s total-return numbers to June 29 reported the gap as follows:
| Period to June 29 | Experian | FTSE 100 TR GBP |
|---|---|---|
| 1 day | up 1.23% | down 0.23% |
| 1 month | added 0.56% | gained 0.84% |
| 3 months | rose 3.37% | climbed 6.09% |
| 1 year | dropped 32.51% | up 22.95% |
The buyback is under a sharper spotlight now because of that gap. Experian is up since hitting 2,203p on May 26, but it’s still trailing the FTSE 100 total return over the last year.
Guidance is weighing. Experian on May 20 guided for FY27 organic revenue growth of 6% to 8%, just under the 6.3% to 9.8% range from its own poll, Reuters said. “We don’t see any material improvements; we don’t see any material deterioration either at the same time,” CEO Brian Cassin told analysts. Reuters
Experian’s May update reported FY26 revenue from ongoing activities up 13% at actual rates to $8.425 billion, with benchmark EBIT from ongoing activities up 15% to $2.407 billion and benchmark EPS up 15% to 179.8 cents. CEO Brian Cassin called FY26 “a record year” and said the new $1 billion buyback was linked to strong cash generation and a flexible balance sheet. Experian
AI risk figures into the debate on value. Experian reported AI boosted coding output by 10% to 15% for FY26. JPMorgan’s Jane Sparrow noted management will probably keep talking about “AI-related nervousness,” Reuters said. Reuters
Analysts are still betting on a rebound. Investors Chronicle data from LSEG showed 16 analysts with a median 12-month target at 3,932.87p, up 54.17% from the last price in the data. As of June 25, the recommendations split was 6 buy, 12 outperform, 1 sell, and 1 strong sell.
| Consensus item | Value |
|---|---|
| Latest price used | 2,551p |
| Median target for 12 months | 3,932.87p |
| Top price target | 5,178.20p |
| Lowest target | 2,339.81p |
| Median upside from here | 54.17% |
Experian is set for a first-quarter trading update on July 16, with its AGM on July 22 and the second interim dividend due July 24, according to its financial calendar.
