Update shared on04 Sep 2025
Informa’s valuation outlook remains stable, with negligible changes in both future P/E and revenue growth forecasts, resulting in an unchanged consensus price target of £10.28.
What's in the News
- Interim dividend increased to 7.0p per share (previously 6.4p); DRIP available.
- Full-year 2025 guidance raised to 6% underlying revenue growth (from 5%+), 8%+ in Live B2B Events, and adjusted earnings growth to 10%+; revenue guidance maintained at £4bn despite US dollar weakness.
- Equity buyback authorization increased by £150m, total now £1,710m; 23.5m shares repurchased in H1 2025 for £176.7m, totaling 17.18% of shares repurchased since March 2022.
- Luxury and Lifestyle portfolio expanded with acquisition of Art Monte-Carlo, strengthening Informa's position in international art and luxury events.
- Final 2024 dividend of 13.6p per ordinary share approved at AGM.
Valuation Changes
Summary of Valuation Changes for Informa
- The Consensus Analyst Price Target remained effectively unchanged, at £10.28.
- The Future P/E for Informa remained effectively unchanged, moving only marginally from 20.07x to 20.18x.
- The Consensus Revenue Growth forecasts for Informa remained effectively unchanged, at 5.7% per annum.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.