LONDON, June 29, 2026, 13:06 BST
- Informa PLC (LON:INF) rose 0.94% to 906.20p as of 13:06 BST. The FTSE 100 (INDEXFTSE:UKX) slipped 0.2% earlier.
- The company repurchased 932,607 shares last week, with venue data showing a weighted average price of 879.35p for the buyback.
- Informa said June 18 trading showed underlying group revenue up 6.4% over the first five months, with B2B Live Events rising 7.6%.
Informa PLC (LON:INF) traded higher by midday in London on Monday, as shares moved against a weaker UK market. Google Finance showed the stock at 906.20p, up 0.94% at 13:06 BST, with 1.72 million shares changing hands. The average daily volume is 4.02 million. Reuters put the FTSE 100 (INDEXFTSE:UKX) down 0.2% at 0949 GMT, with UK equities under pressure.
Informa said it bought back 932,607 ordinary shares for cancellation during the week from June 22 to June 26, as part of its buyback programme of at least £250 million running through 2026. After settlement, Informa said its total share count would be 1,261,562,489, leaving no shares in treasury. The announcement was not tied to sales, but to the share count.
| Buyback metric | Figure | Market read-through |
|---|---|---|
| Shares bought, June 22-26 | 932,607 | This works out to nearly 0.074% of shares after settlement |
| Weighted average buyback price | 879.35p | About 3.1% under Monday’s 906.20p finish |
| Cash spent, calculated from venue data | £8.20 mln | Roughly 3.3% of the £250 mln floor for the programme |
| Programme scale at Monday’s price | 27.6 mln shares | Comes to about 2.2% of the post-settlement total |
This is key for Informa, since its immediate stock setup hinges on growth in live events and how much cash it gives back. The one-week buyback is tiny, but the total £250 million plan nearly matches 2.2% of Monday’s £11.44 billion market cap. Trading volume was still under half the norm by 13:06 BST, so the ongoing buyback stands out.
Shares are trading at 906.20p, a drop of 9.4% from the 52-week high of 1,000p, but up 26.0% over the 52-week low at 719p. That keeps the price within the stock’s recent range, according to Google Finance.
Informa gave its operating base for the buyback in its June 18 AGM update. The company said group underlying revenue rose 6.4% for the first five months of the year, excluding non-recurring data access contracts. B2B Live Events was up 7.6%. Taylor & Francis, the Academic Markets business, had 5.5% growth.
| Operating line | First-five-month signal | 2026 guide or marker |
|---|---|---|
| Group underlying revenue | Up 6.4% | Double-digit underlying adjusted EPS growth kept |
| Taylor & Francis | Up 5.5% | Still looking for 4% full-year underlying growth |
| B2B Live Events | Up 7.6% | Guide at 7% or better full-year underlying growth |
| Full-year revenue visibility | $4 bln or more | Booked, traded or visible through subscriptions and forward contracts |
Informa group chief executive Stephen A. Carter told the AGM: “We have momentum in both our businesses, B2B Live Events and Academic Services.” The company said it is still running its £250 million share buyback. Informa
Event timing is the risk. Reuters said this month about 90% of Informa’s events are growing where the Iran war hasn’t reached, but over 15 brands have been shifted to 2026 and some launches, like Vitafoods Dubai, pushed back to 2027. Informa kept its double-digit group earnings growth forecast, according to Reuters.
Investors are eyeing Informa’s July 30 half-year results for answers on key questions: are brands hit by conflict still weighing on numbers, does the 7% plus B2B Live Events forecast hold up, and how much buyback was completed going into the second half. The company’s investor calendar puts July 30 as the date for its 2026 half-year results.
