London, Feb 16, 2026, 11:47 GMT — Regular session
- WPP shares slipped, while the FTSE 100 moved higher mid-morning.
- With WPP’s full-year numbers and a fresh strategy update expected later this month, investors are making their moves.
- Investors are eyeing UK inflation and retail sales data due out later this week, with both reports seen as key for rate expectations.
WPP slipped 0.15% to 272.50 pence on Monday, trailing the broader London market. Shares moved within a range from 272.10 to 278.20 during the session. (Reuters)
That shift lands as markets juggle a packed UK data slate—traders are recalibrating interest-rate wagers—alongside WPP’s overhaul, which could alter its expenses and the way it approaches clients. The FTSE 100 inched up 0.41%, supported by a bounce in financial stocks. Eyes now turn to key numbers on inflation, retail sales, and business activity, all on deck later this week. (Reuters)
Advertising stocks usually mirror shifts in the economy. When businesses cut back on marketing spend, agency earnings and forecasts tend to reflect those changes fast.
WPP, in a Jan. 20 filing, pinned its preliminary 2025 numbers and strategic update for Feb. 26. Management is pitching a streamlined client approach, plans to “harness” AI, sharper execution, more enterprise and tech business, and stricter capital discipline. The company also scheduled a morning investor and analyst meeting in London that day. (Stock Titan)
This month’s trading has been choppy for the shares. WPP closed out Friday at 272.90 pence, swinging sharply earlier in the week, price data from Investing.com show. (Investing)
Cindy Rose, who took over as chief executive last year, is under growing scrutiny to deliver results quickly. Earlier this month, the Financial Times said WPP was gearing up to fold Ogilvy, VML and AKQA together within a new “WPP Creative” brand, aiming to streamline its pitch to clients. Rose herself has promised to “dramatically” simplify the group. (Reuters)
WPP kicked off its previous major overhaul on the back of a profit warning. In October, Rose labeled the results “unacceptable” following weakness at the company’s media-buying division. The group pointed to client losses as shares dropped to levels not seen in decades. (Reuters)
Rival firms are moving quickly. Publicis has grabbed market share as clients push for simplicity, more data, and clear results. In the U.S., Omnicom and Interpublic are doubling down on bundling creative work with media buying.
Even so, there’s a chance the strategy day just turns into another round of talk. Investors are pushing for concrete details: exactly which costs are being cut, what assets could be sold or merged, and how WPP plans to keep margins intact if ad spending loses steam or AI starts to pressure agency operations.
