Informa plc

Informe acción LSE:INF

Capitalización de mercado: UK£11.2b

Informa Dirección

Dirección controles de criterios 4/4

El CEO de Informa es Stephen Carter , nombrado en Sep 2013, tiene una permanencia de 12.92 años. compensación anual total es £5.89M, compuesta por 17% salario y 83% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.064% de las acciones de la empresa, por valor de £7.14M. La antigüedad media del equipo directivo y de la junta directiva es de 11.8 años y 4.8 años, respectivamente.

Información clave

Stephen Carter

Chief Executive Officer (CEO)

UK£5.9m

Compensación total

Porcentaje del salario del CEO17.05%
Permanencia del CEO12.9yrs
Participación del CEO0.06%
Permanencia media de la dirección11.8yrs
Promedio de permanencia en la Junta Directiva4.8yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa Aug 01

INF: Future Returns Will Be Driven By Buybacks And Improving Dividend Visibility

Informa's updated analyst price targets, now ranging from £990 to £1,285, reflect slight adjustments to fair value and discount rate assumptions as analysts factor in revised views on revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent research on Informa highlights a mix of optimism on the earnings and recovery story and some caution on valuation and execution.
Artículo de análisis May 08

Informa's (LON:INF) Conservative Accounting Might Explain Soft Earnings

Shareholders appeared unconcerned with Informa plc's ( LON:INF ) lackluster earnings report last week. Our analysis...
Nueva narrativa Apr 23

Rising Digital Formats And AI Productivity Will Shape Live B2B Events Steadily

Catalysts About Informa Informa operates a global portfolio of B2B live events and specialist academic and professional content services. What are the underlying business or industry changes driving this perspective?
Nueva narrativa Apr 08

Specialist B2B Events And Academic Platforms Will Unlock Powerful Long Term Value

Catalysts About Informa Informa operates a global portfolio of B2B live events and specialist academic knowledge services across multiple industries and regions. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Apr 07

INF: Future Returns Will Be Driven By Buybacks And Resilient Dividend Policy Despite AI Uncertainty

Analysts have trimmed Informa's average price targets by around £35 to £65 per share, citing updated views on sector fundamentals, valuation and the balance between AI related risks and long term growth opportunities. Analyst Commentary Recent Street research on Informa points to a mixed but generally constructive stance, with several firms adjusting price targets while broadly maintaining positive ratings on the shares.
Actualización de narrativa Mar 24

INF: Future Returns Will Be Driven By Ongoing Buybacks Despite AI Uncertainty

Informa's updated analyst price target has moved lower by £0.45 in fair value terms, reflecting a mix of modest target trims from £1,345 to £1,330 and £1,330 to £1,300, alongside one increase to £1,080 and a new £975 initiation, as analysts balance slightly adjusted growth, margin and P/E assumptions. Analyst Commentary Recent research updates present a mixed picture, with several price targets adjusted and one new initiation.
Actualización de narrativa Mar 09

INF: Future Returns Will Be Anchored By Buybacks And AI Execution Risks

Analysts have made only small adjustments to their price targets for Informa, with moves such as Morgan Stanley shifting to £10.80 from £10.70, JPMorgan edging to £13.30 from £13.45, and Citi initiating at £9.75. These changes reflect differing views on growth potential and AI related risks.
Actualización de narrativa Feb 23

INF: Future Returns Will Be Anchored By Buybacks And Higher P/E Expectations

Analysts have made only modest adjustments to Informa's targets, with one increasing the price target to £10.80 and another trimming theirs to £13.30. This reflects mixed views that balance slightly higher revenue growth assumptions with marginally lower profit margin expectations and a higher future P/E.
Actualización de narrativa Feb 08

INF: Future Returns Will Be Driven By Buybacks And Modestly Repriced Earnings Risk

Analysts have made only a slight upward adjustment to their price expectations for Informa, with the latest fair value estimate moving to £10.84. This reflects a blend of modestly updated profit margin and discount rate assumptions, alongside mixed recent price target changes from Morgan Stanley, JPMorgan and Citi.
Actualización de narrativa Jan 24

INF: Future Returns Will Be Underpinned By Buybacks And Repriced Earnings Risk

Analysts have made a modest adjustment to their fair value view on Informa, with the updated analyst price targets moving within a relatively tight band. This is supported by slightly higher assumptions for revenue growth and profit margins, alongside a small reduction in the implied future P/E multiple.
Artículo de análisis Jan 10

Is Informa plc (LON:INF) Trading At A 48% Discount?

Key Insights Informa's estimated fair value is UK£17.26 based on 2 Stage Free Cash Flow to Equity Current share price...
Actualización de narrativa Jan 08

INF: Future Returns Will Be Driven By Lower Risk And Rerated Earnings

Analysts have lifted their price target for Informa to £11.40 from £10.00, reflecting updated assumptions around a slightly lower discount rate, modestly adjusted revenue growth and profit margin expectations, and a small change in future P/E inputs. Analyst Commentary Bullish analysts see the higher £11.40 price target as a reflection of steady execution against earnings expectations and a recalibrated view of risk, rather than a radical change in the story.
Actualización de narrativa Dec 18

INF: Future Returns Will Be Driven By Compounding B2B Events Recovery

Analysts have nudged their price target for Informa higher, reflecting a modest uptick in estimated fair value to about $10.93 and a higher future P E multiple, even as they factor in slightly lower revenue growth and profit margin forecasts. Analyst Commentary Recent research updates point to a constructive stance on Informa, with price targets moving higher as analysts refine their views on the group’s recovery trajectory and earnings power.
Artículo de análisis Dec 08

Revenues Not Telling The Story For Informa plc (LON:INF)

When close to half the companies in the Media industry in the United Kingdom have price-to-sales ratios (or "P/S...
Actualización de narrativa Dec 04

INF: Future Outlook Will Benefit From Compounding Growth In B2B Events

Analysts increased their price target on Informa to about £11.40 from £10.00, reflecting slightly lower long term growth and margin assumptions, offset by a modestly higher valuation multiple that still supports a positive recommendation. Analyst Commentary Recent research points to a more constructive stance on Informa, with the higher price target underpinned by confidence in the company’s ability to execute on its strategy and sustain attractive returns.
Actualización de narrativa Nov 20

INF: Future Outlook Will Reflect Momentum From Compounding Growth Strategies

Informa's analyst price target has increased from £10.83 to £10.91 per share, reflecting analysts' positive outlook following recent price target revisions and continued confidence in the company's growth prospects. Analyst Commentary Bullish Takeaways Bullish analysts have raised their price targets, signaling increased confidence in Informa’s growth trajectory and underlying fundamentals.
Artículo de análisis Nov 11

We Think Informa (LON:INF) Can Stay On Top Of Its Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Actualización de narrativa Nov 06

INF: Future Outlook Will Reflect Earnings Momentum and Competitive Market Risks

Narrative Update: Informa Analyst Price Target Revised Upwards Analysts have increased their price target for Informa by £1.40 to £11.40 per share, citing ongoing business strength and improved forecasts. Analyst Commentary Bullish Takeaways Bullish analysts highlight Informa's sustained earnings momentum and robust financial health as supporting upward price target revisions.
Actualización de narrativa Oct 22

Analysts Lift Informa Fair Value Estimate Following Revenue Growth and Discount Rate Adjustments

Analysts have raised their fair value estimate for Informa from $10.44 to $10.55, citing modest improvements in revenue growth assumptions and a slightly lower discount rate. What's in the News Informa will take part in a visit to the Dubai Air Show (Key Developments) Informa plc has scheduled an Analyst/Investor Day event (Key Developments) Valuation Changes The fair value estimate has risen slightly from $10.44 to $10.55 per share.
Actualización de narrativa Oct 08

Digital Transformation And B2B Events Will Unlock Future Value

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.
Actualización de narrativa Sep 04

Digital Transformation And B2B Events Will Unlock Future Value

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.
Artículo de análisis Aug 22

Risks To Shareholder Returns Are Elevated At These Prices For Informa plc (LON:INF)

When close to half the companies in the Media industry in the United Kingdom have price-to-sales ratios (or "P/S...
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Nueva narrativa Mar 09

AI Investments And Expansion Into US And China Will Drive Future Success In Key Sectors

Informa's strategic focus on high-growth markets and technology investments could enhance revenue, margins, and operational efficiencies.

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Stephen Carter en comparación con los beneficios de Informa?
FechaCompensación totalSalarioIngresos de la empresa
Jun 30 2026n/an/a

UK£221m

Mar 31 2026n/an/a

UK£116m

Dec 31 2025UK£6mUK£1m

UK£11m

Sep 30 2025n/an/a

UK£42m

Jun 30 2025n/an/a

UK£73m

Mar 31 2025n/an/a

UK£185m

Dec 31 2024UK£5mUK£932k

UK£298m

Sep 30 2024n/an/a

UK£305m

Jun 30 2024n/an/a

UK£313m

Mar 31 2024n/an/a

UK£366m

Dec 31 2023UK£4mUK£902k

UK£419m

Sep 30 2023n/an/a

UK£386m

Jun 30 2023n/an/a

UK£353m

Mar 31 2023n/an/a

UK£246m

Dec 31 2022UK£4mUK£876k

UK£138m

Sep 30 2022n/an/a

UK£157m

Jun 30 2022n/an/a

UK£176m

Mar 31 2022n/an/a

UK£105m

Dec 31 2021UK£3mUK£842k

UK£34m

Sep 30 2021n/an/a

-UK£175m

Jun 30 2021n/an/a

-UK£384m

Mar 31 2021n/an/a

-UK£713m

Dec 31 2020UK£3mUK£772k

-UK£1b

Sep 30 2020n/an/a

-UK£880m

Jun 30 2020n/an/a

-UK£718m

Mar 31 2020n/an/a

-UK£246m

Dec 31 2019UK£3mUK£842k

UK£226m

Compensación vs. Mercado: La compensación total ($USD7.94M) de Stephen está en línea con el promedio de empresas de tamaño similar en el mercado UK ($USD7.54M).

Compensación vs. Ingresos: La compensación de Stephen ha sido consistente con los resultados de la empresa en el último año.


CEO

Stephen Carter (62 yo)

12.9yrs
Permanencia
UK£5,885,216
Compensación

Lord Stephen Andrew Carter, CBE, is a Director of BolognaFiere S.p.A. He has been Non-Executive Director of Vodafone Group Public Limited Company since July 26, 2022. He is Director of TechTarget, Inc. sin...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Stephen Carter
Group Chief Executive & Executive Director12.9yrsUK£5.89m0.064%
£ 7.1m
Gareth Wright
Group Finance Director & Executive Director12.1yrsUK£2.52m0.050%
£ 5.6m
Patrick Martell
Group COO & Informa Markets Chief Executive7.6yrsUK£2.57m0%
£ 0
Richard Menzies-Gow
Director of Investor Relations12.6yrssin datossin datos
Rupert John Hopley
Group General Counsel & Company Secretary14.8yrssin datossin datos
Jill Dougan
Group Chief Marketing Officer2.3yrssin datossin datos
Stuart Poyser
Group Director of Corporate Development1.6yrssin datossin datos
Sally Ashford
Group HR Director5.2yrssin datossin datos
Andrew Mullins
Chief Executive Officer of Informa Connect11.8yrssin datossin datos
Julian Kirby
Managing Director of Global Finance at Informa Connectno datasin datossin datos
Gary Nugent
Chief Executive of Informa TechTargetno datasin datossin datos
Marco Pardi
Managing Director of Horizontal Technologies - Informa Techno datasin datossin datos
11.8yrs
Permanencia media
57yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de INF es experimentado (11.8 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Stephen Carter
Group Chief Executive & Executive Director16.3yrsUK£5.89m0.064%
£ 7.1m
Gareth Wright
Group Finance Director & Executive Director12.1yrsUK£2.52m0.050%
£ 5.6m
Andrew Ransom
Independent Non-Executive Director3.2yrsUK£79.05k0.0011%
£ 121.7k
John Rishton
Independent Non-Executive Chairman9.9yrsUK£457.88k0.0018%
£ 198.8k
Catherine Levene
Independent Non-Executive Director1.8yrsUK£85.63k0.00018%
£ 20.1k
Louise Smalley
Senior Independent Non-Executive Director4.8yrsUK£117.32k0.0010%
£ 116.1k
Maria Kyriacou
Independent Non-Executive Director2.1yrsUK£79.40k0.00048%
£ 53.6k
Rosemary Wilson
Independent Non-Executive Director4.8yrsUK£79.57k0.00046%
£ 51.4k
Zheng Yin
Independent Non-Executive Director4.7yrsUK£79.86ksin datos
Gillian Whitehead
Independent Non-Executive Director7yrsUK£99.76k0.00033%
£ 36.9k
4.8yrs
Permanencia media
56.5yo
Promedio de edad

Junta con experiencia: La junta directiva de INF se considera experimentada (4.8 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/08/11 20:32
Precio de las acciones al final del día2026/08/11 00:00
Beneficios2026/06/30
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Informa plc está cubierta por 25 analistas. 13 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Nicholas Michael DempseyBarclays
William LarwoodBerenberg
Christophe CherblancBernstein