Analysts have raised their price target for Informa from $10.28 to $10.44. They cite stronger projected revenue growth, which outweighs slightly lower expected profit margins.
What's in the News
- Informa will participate in the Dubai Air Show as part of its Analyst/Investor Day events (Key Developments).
- The company completed the repurchase of 241.1 million shares, representing 17.18% of its shares outstanding, under its buyback program announced in March 2022 (Key Developments).
- Informa raised its equity buyback authorization by £150 million, bringing the total to £1,710 million (Key Developments).
- The board declared an interim dividend of 7.0 pence per share for H1 2025, up from 6.4 pence in H1 2024. The dividend will be paid in September 2025 (Key Developments).
- Updated 2025 earnings guidance states group underlying revenue growth target has been increased to 6 percent, and adjusted earnings growth raised to 10 percent, despite US dollar weakness (Key Developments).
Valuation Changes
- Fair Value has increased slightly from $10.28 to $10.44 per share.
- Discount Rate has declined marginally from 7.40% to 7.36%.
- Revenue Growth projection has risen modestly from 5.65% to 5.78%.
- Net Profit Margin forecast has dropped noticeably from 17.0% to 14.4%.
- Future P/E ratio estimate has increased from 20.2x to 24.2x.
Disclaimer
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