London, May 18, 2026, 16:08 BST
- Experian traded 3.39% higher at 2,685p/2,687p in delayed action in London, ahead of a stronger FTSE 100. Barclays Smart Investor
- Experian is set to release its full-year results on May 20. The company said in January that it was keeping its full-year outlook unchanged. Experian
- Fresh AI deals with ServiceNow and Akamai have given Experian a new angle going into results. Experian
Experian shares jumped in London on Monday, leading the market after the credit-data group revealed two AI partnerships late last week. The move comes two days ahead of full-year results.
The stock traded at 2,685p to sell and 2,687p to buy at 15:48 London time, up 3.39%, per Barclays data delayed by at least 15 minutes. The FTSE 100 was up 1.25% at the same time. Barclays Smart Investor
Timing is key for Experian as it reports full-year numbers on Wednesday for the 12 months to March 31. Investors will look for signs that demand for Experian’s credit, fraud, and decisioning products held up after a stretch of choppy trading in data and software names. Back in January, Experian said third-quarter revenue climbed 12% at actual rates and 8% on an organic basis, which strips out currency changes and deals. CEO Brian Cassin then said, “full year expectations are unchanged.” Experian
FTSE 250 slips on inflation and Starmer worries, FTSE 100 up The London market was mixed. The FTSE 250 midcap index dropped after inflation concerns and uncertainty over Prime Minister Keir Starmer hurt domestic shares, Reuters said Monday. The FTSE 100 gained. James Smith, developed markets economist at ING, said “there are limits” to pressure to loosen fiscal rules, pointing out UK risk is still an issue. Reuters
Experian didn’t release a profit update this time. On May 15, the company said it would team up with ServiceNow in a global deal to bring Experian’s Ascend decisioning tools into ServiceNow’s workflows. The companies said they expect Agentic AI, which acts with little human direction, to first roll out for things like employee onboarding, third-party risk checks and model governance. Experian
Keith Little, president of Experian Software Solutions, said the deal brings Experian’s “intelligence and decisioning capabilities” into ServiceNow workflows. Cathy Mauzaize, ServiceNow’s EMEA president, said the tie-up will help companies move “beyond experimentation.” Experian
Experian said the same day that Akamai has joined its Agent Trust partner group, which checks AI agents, their human controllers, and whether transactions are valid. “Agentic commerce will not scale without trust,” said Kathleen Peters, Experian chief innovation officer. Patrick Sullivan, security strategy CTO at Akamai, said agent-led commerce introduces “a new set of security expectations.” Experian
The competitive landscape is moving. Reuters said in April that Fannie Mae and Freddie Mac will start accepting mortgages scored with VantageScore 4.0. That model, jointly owned by Equifax, Experian and TransUnion, goes up against Fair Isaac’s FICO score. It’s meant to drive more competition. Reuters
Experian wants to prove its data holds pricing power as companies shift to AI for decisions. Reuters calls Experian a global data and tech company with a wide reach in lending, fraud, healthcare, digital marketing and automotive analytics. Reuters
But the rally might stall if Wednesday’s numbers don’t deliver. The shares are still trading much lower than their 52-week high of 4,101p, and doubts around lender demand, consumer credit, or AI costs could shift focus back to margins instead of partnerships. Ajbell
