London, Feb 15, 2026, 14:39 GMT — Market closed.
- Informa closed on Friday at 828.4 pence, down 0.1%, after trading between 822.6p and 836.6p.
- The company disclosed another round of repurchases under its 2026 share buyback.
- Next catalyst: Informa’s full-year results on March 12.
Informa Plc shares ended Friday slightly lower, down 0.1% at 828.4 pence, after moving between 822.6p and 836.6p. The stock has traded between 634.2p and 1,000.0p over the past 52 weeks. (Investing)
With UK markets shut for the weekend, the question into Monday is whether steady buybacks can keep cushioning the stock as investors toggle between a softer-rates story and renewed nerves about how fast artificial-intelligence tools can reshape parts of the information and publishing business.
Britain’s FTSE 100 rose 0.4% on Friday and logged a third straight week of gains, helped by takeover activity and expectations of easier monetary policy, even as investors weighed AI disruption risks. Traders were pricing in about a 63% chance of a 25 basis point (0.25 percentage point) Bank of England cut in March, Reuters reported. (Reuters)
Informa on Friday said it bought 268,000 shares on Feb. 12 for cancellation at an average price of 836.05 pence, part of a 2026 buyback programme with a minimum £200 million commitment. The company said the purchases were executed through Deutsche Bank’s Numis unit. (Investegate)
The repurchases sit alongside a set of targets Informa laid out last month, when it confirmed 6%± underlying revenue growth guidance for 2026 and flagged fresh buybacks. Chief executive Stephen Carter said: “2025 was a strong year for Informa and we have set ourselves the target of delivering another strong performance year in 2026.”
Informa runs large-scale B2B exhibitions and events, and owns academic and specialist information businesses. That mix can make the shares trade like a consumer of corporate confidence on one day and a publishing or data name on the next.
Buybacks can offer a near-term bid by shrinking the share count, but they don’t settle the bigger debate around growth and pricing power when investors are trying to handicap how quickly AI tools can chip away at parts of the old information model.
For the next session, traders will be watching global risk appetite first — any sharp swing in “AI scare” positioning has been moving UK information-related names in bursts — and whether Informa keeps providing regular buyback updates that reassure the market it is still in the market for stock.
There is a downside case. If macro sentiment turns, or if businesses trim travel and marketing budgets, exhibition bookings can wobble. A broader selloff in AI-exposed stocks could also drag INF.L lower regardless of buybacks.
The next hard catalyst is March 12, when Informa is due to publish its 2025 full-year results, according to its financial calendar. Investors will be looking for detail on forward bookings, cash generation and whether management adjusts its shareholder returns plan for the rest of 2026. (Informa)
