Experian (LON:EXPN) holds up after new £12m buyback filing

Experian PLC (LON:EXPN) ex-dividend dip masks 0.7% gain as buyback accounted for 12% of two-day volume

June 25, 2026

London, June 25, 2026, 12:10 BST

  • Experian was at 2,532 pence at 1200 BST, down 0.74%, after the stock went ex-dividend for 48 U.S. cents.
  • The dividend was worth an estimated 36.4 pence at morning exchange rates. Adding it back gave a 0.68% gain against Wednesday’s close, while the FTSE 100 rose about 0.3%.
  • Purchases on June 23 and 24 cost about £24.0 million and equalled 11.7% of reported share volume across the two sessions.

Experian PLC (LON:EXPN) traded near 2,533 pence around midday in London, down about 0.7% from Wednesday’s 2,551-pence close. The quoted fall was smaller than the estimated value of the dividend removed from the stock on Thursday.

The second interim dividend is 48 U.S. cents a share. At the morning rate of £0.7582 per dollar, it was worth 36.4 pence. The 2,532-pence quote plus that amount was 2,568.4 pence, or 0.68% above the prior close. Experian will set the final sterling conversion on July 3 unless a shareholder elects payment in dollars.

The dividend-adjusted rise was about twice the FTSE 100’s 0.33% advance. The index was near 10,496 points around midday.

Experian had also been a large buyer of its shares before the ex-date. It bought 480,000 shares on Tuesday at a weighted average 2,514.8559 pence and 475,319 on Wednesday at 2,515.2720 pence. Both lots will be cancelled.

The trades cost £24.03 million. They accounted for 13.0% of Tuesday’s reported volume and 10.7% of Wednesday’s volume, or 11.7% across both sessions. The filings do not show how much the orders affected the price.

That two-day spend was only about 0.11% of Experian’s roughly £22.7 billion market value. A further $1 billion repurchase programme announced in May could buy about 30 million shares at Thursday’s price and exchange rate, equal to 3.3% of shares outstanding, if fully used at those levels.

Experian entered this week about 39% below its July 2025 high of 4,101 pence. Its average daily volume over the preceding 50 sessions was about 3.1 million shares.

Experian Finance US priced $1 billion of 5.35% bonds due August 2036, with the issue scheduled to close on June 24. The announcement said the proceeds would repay debt and fund general corporate purposes.

Full-year ongoing revenue rose 13% to $8.43 billion and benchmark earnings per share rose 15%. Experian forecasts organic revenue growth of 6%-8% for the year to March 2027 and double-digit benchmark EPS growth.

Chief Executive Brian Cassin said in May that Experian saw “no material improvements” and “no material deterioration” in the FY27 outlook. JPMorgan Chase analyst Jane Sparrow said the case for AI benefits was likely to be “a recurring theme in future quarters.” Reuters

Experian is due to issue its first-quarter trading update on July 16. The dividend is scheduled for payment on July 24.

Artur Ślesik

Artur Ślesik is a technology and financial markets journalist at Bez-kabli.pl, covering artificial intelligence, semiconductors, technology stocks and emerging innovations. A graduate of Warsaw University of Technology, he combines a technical background with market analysis to explain how new technologies are shaping industries, businesses and investment trends worldwide.

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