Informa Gestione
Criteri Gestione verificati 4/4
Informa Il CEO è Stephen Carter, nominato in Sep2013, e ha un mandato di 12.75 anni. la retribuzione annua totale è £ 5.89M, composta da 17% di stipendio e 83% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.064% delle azioni della società, per un valore di £ 6.48M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 11.7 anni e 4.7 anni.
Informazioni chiave
Stephen Carter
Amministratore delegato
UK£5.9m
Compenso totale
| Percentuale dello stipendio del CEO | 17.05% |
| Mandato del CEO | 12.8yrs |
| Proprietà del CEO | 0.06% |
| Durata media del management | 11.7yrs |
| Durata media del Consiglio di amministrazione | 4.7yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Articolo di analisi • 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...
Nuova narrazione • 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?
Nuova narrazione • 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?
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • Jul 26
Informa (LON:INF) Has Announced A Dividend Of £0.07
Informa plc ( LON:INF ) has announced that it will pay a dividend of £0.07 per share on the 19th of September. Although...Articolo di analisi • Jul 08
Is Informa plc (LON:INF) Trading At A 46% Discount?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Informa fair value estimate is UK£15.09 Informa's UK£8.11...
Nuova narrazione • 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.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Dec 31 2025 | UK£6m | UK£1m | UK£11m |
| Sep 30 2025 | n/a | n/a | UK£42m |
| Jun 30 2025 | n/a | n/a | UK£73m |
| Mar 31 2025 | n/a | n/a | UK£185m |
| Dec 31 2024 | UK£5m | UK£932k | UK£298m |
| Sep 30 2024 | n/a | n/a | UK£305m |
| Jun 30 2024 | n/a | n/a | UK£313m |
| Mar 31 2024 | n/a | n/a | UK£366m |
| Dec 31 2023 | UK£4m | UK£902k | UK£419m |
| Sep 30 2023 | n/a | n/a | UK£386m |
| Jun 30 2023 | n/a | n/a | UK£353m |
| Mar 31 2023 | n/a | n/a | UK£246m |
| Dec 31 2022 | UK£4m | UK£876k | UK£138m |
| Sep 30 2022 | n/a | n/a | UK£157m |
| Jun 30 2022 | n/a | n/a | UK£176m |
| Mar 31 2022 | n/a | n/a | UK£105m |
| Dec 31 2021 | UK£3m | UK£842k | UK£34m |
| Sep 30 2021 | n/a | n/a | -UK£175m |
| Jun 30 2021 | n/a | n/a | -UK£384m |
| Mar 31 2021 | n/a | n/a | -UK£713m |
| Dec 31 2020 | UK£3m | UK£772k | -UK£1b |
| Sep 30 2020 | n/a | n/a | -UK£880m |
| Jun 30 2020 | n/a | n/a | -UK£718m |
| Mar 31 2020 | n/a | n/a | -UK£246m |
| Dec 31 2019 | UK£3m | UK£842k | UK£226m |
Compensazione vs Mercato: La retribuzione totale di Stephen ($USD 7.87M ) è circa la media per le aziende di dimensioni simili nel mercato UK ($USD 7.37M ).
Compensazione vs guadagni: La retribuzione di Stephen è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Stephen Carter (62 yo)
12.8yrs
Mandato
UK£5,885,216
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Group Chief Executive & Executive Director | 12.8yrs | UK£5.89m | 0.064% £ 6.5m | |
| Group Finance Director & Executive Director | 11.9yrs | UK£2.52m | 0.050% £ 5.1m | |
| Group COO & Informa Markets Chief Executive | 7.4yrs | UK£2.57m | 0% £ 0 | |
| Director of Investor Relations | 12.4yrs | Nessun dato | Nessun dato | |
| Group General Counsel & Company Secretary | 14.6yrs | Nessun dato | Nessun dato | |
| Group Chief Marketing Officer | 2.1yrs | Nessun dato | Nessun dato | |
| Group Director of Corporate Development | 1.4yrs | Nessun dato | Nessun dato | |
| Group HR Director | 5yrs | Nessun dato | Nessun dato | |
| Chief Executive Officer of Informa Connect | 11.7yrs | Nessun dato | Nessun dato | |
| Managing Director of Global Finance at Informa Connect | no data | Nessun dato | Nessun dato | |
| Chief Executive of Informa TechTarget | no data | Nessun dato | Nessun dato | |
| Managing Director of Horizontal Technologies - Informa Tech | no data | Nessun dato | Nessun dato |
11.7yrs
Durata media
57yo
Età media
Gestione esperta: Il team dirigenziale di INF è esperto e expertise (durata media dell'incarico 11.7 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Group Chief Executive & Executive Director | 16.1yrs | UK£5.89m | 0.064% £ 6.5m | |
| Group Finance Director & Executive Director | 11.9yrs | UK£2.52m | 0.050% £ 5.1m | |
| Independent Non-Executive Director | 3yrs | UK£79.05k | 0.0011% £ 111.0k | |
| Independent Non-Executive Chairman | 9.8yrs | UK£457.88k | 0.0018% £ 180.2k | |
| Independent Non-Executive Director | 1.6yrs | UK£85.63k | 0.00017% £ 17.3k | |
| Senior Independent Non-Executive Director | 4.7yrs | UK£117.32k | 0.0010% £ 104.9k | |
| Independent Non-Executive Director | 1.9yrs | UK£79.40k | 0.00048% £ 48.9k | |
| Independent Non-Executive Director | 4.7yrs | UK£79.57k | 0.00046% £ 46.8k | |
| Independent Non-Executive Director | 4.5yrs | UK£79.86k | Nessun dato | |
| Independent Non-Executive Director | 6.8yrs | UK£99.76k | 0.00033% £ 33.6k |
4.7yrs
Durata media
56.5yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di INF sono considerati esperti (durata media dell'incarico 4.7 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/10 04:55 |
| Prezzo dell'azione a fine giornata | 2026/06/10 00:00 |
| Utili | 2025/12/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Informa plc è coperta da 24 analisti. 13 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Nicholas Michael Dempsey | Barclays |
| William Larwood | Berenberg |
| Christophe Cherblanc | Bernstein |