LONDON, July 1, 2026, 21:02 BST
- Experian was last up 1.42% at 2,579p at 17:12 BST. The FTSE 100 ended down 0.18%.
- New RNS filings show buybacks running well ahead of this week’s reported share-plan awards.
- Experian’s $1 billion buyback program could take in as many as 63.3 million shares, or 7.1% of the current voting rights if the cap is hit.
Experian PLC (LON:EXPN) traded higher Wednesday. The stock picked up after the credit-data company cancelled more shares in repurchases than it revealed for employee-share issuance this week. No new earnings numbers out.
The shares last traded at 2,579p, up 36p on the day, after swinging between 2,459.2p and 2,592p. Trading volume hit 3.21 million. Shares stayed 37.1% under the 52-week top of 4,101p, even with the move higher.
The FTSE 100 slipped 0.18% to 10,478.34. Reuters said healthcare and energy stocks weighed on the market. Experian traded higher, pausing its streak of trailing the index. Morningstar data through June 30 put Experian’s one-year total return at minus 30.83%, while the FTSE 100 total-return index was up 23.64%.
Experian said it bought back 472,000 ordinary shares on June 30, paying a weighted average price of 2,546.8208p per share through J.P. Morgan Securities. The group said all the shares will be cancelled. Experian also reported 1,956 new ordinary shares were issued and admitted during June, and on Wednesday it applied to admit another 65,000 shares on July 3 for employee share-plan settlements. The June 30 buyback is about 7 times higher than the total 66,956 shares newly admitted or reserved this week.
| Measure | Latest figure | Investor read-through |
|---|---|---|
| Experian last quoted price | 2,579p | Shares closed up 1.42% |
| 52-week high | 4,101p | Still down 37.1% from the top |
| June 30 buyback | 472,000 shares | Roughly £12.0 million at the average |
| June issuance plus July 3 reserved shares | 66,956 shares | Buyback was around 7 times this figure |
| Latest reported voting rights | 891,533,002 | Forms the base for ownership alerts |
Experian said on June 30 that its next buyback plan, which was first flagged with full-year numbers, will go ahead after the current programme wraps up. The new repurchase is set to run up to June 30, 2027, with a $1 billion limit. Maximum buy is 63,288,150 shares, about 6.7% of the outstanding ordinary shares or 7.1% of reported voting rights as of June 30.
The stock is moving more on growth prospects than on last year’s numbers, as questions hang over credit demand, rates and AI. Experian posted full-year revenue from ongoing operations at $8.43 billion, up 13%, with benchmark EBIT also up 15% at $2.41 billion, and benchmark EPS at 179.8 U.S. cents, up 15%.
Brian Cassin, CEO, called FY26 “a record year for Experian” in May and pointed to a new $1 billion buyback, with the company still able to invest. Experian is guiding for FY27 total revenue growth of 8% to 11%, organic growth between 6% and 8%, and double-digit benchmark EPS expansion again. Experian
Guidance left some questions. In May, Reuters said Experian shares dropped as much as 7.1% after the company’s FY27 organic growth outlook of 6% to 8% came in a bit under the analyst range of 6.3% to 9.8% compiled by the company. “We don’t see any material improvements; we don’t see any material deterioration either,” Cassin told analysts. Reuters
AI is putting some pressure on the group. Reuters said Experian claimed AI boosted coding output by 10% to 15% in FY26. Jane Sparrow, analyst at JPMorgan NYSE:JPM, called the comments “on the front foot” on AI, and said management will probably keep talking about AI to calm “AI-related nervousness.” Reuters
| FY27 measure | Company guidance / market data |
|---|---|
| Company sees organic revenue up 6% to 8% | 6% to 8% |
| Street looking for 7.2% organic revenue growth | 7.2% |
| Consensus calls for $9.21 billion in revenue | $9.21 billion |
| EBIT on average comes in at $2.68 billion | $2.68 billion |
| EPS seen at 202.2 cents, consensus | 202.2 cents |
Experian’s analyst-estimates page, which now has May and June broker numbers, puts average organic revenue growth for FY27 at 7.2%. EBIT comes in at $2.68 billion, and benchmark EPS lands at 202.2 cents. The company’s organic growth guidance midpoint is 7.0%, so the first-quarter update has only a small gap to close.
Experian’s latest product launch didn’t move the stock much. The company rolled out Identity Connect in the UK on Wednesday, pitching it as a package that links biometric checks, ID document scans, fraud intelligence and bureau data with a single API. “Getting it right has never mattered more,” said Paul Weathersby, Experian UK&I’s chief product officer for Identity and Fraud. Experian
Experian has its next test set for July 16, a first-quarter FY27 trading update. The company shows a 9:00 a.m. webcast on its website, a detail it also pointed to in its FY26 results statement.
