Informa plc

Report azionario LSE:INF

Capitalizzazione di mercato: UK£10.4b

Informa Performance degli utili passati

Criteri Il passato verificati 1/6

Informa ha registrato una crescita degli utili a un tasso medio annuo di 51.5%, mentre il settore Media ha registrato utili in crescita a un tasso medio annuo di 11%. I ricavi sono stati in crescita a un tasso medio annuo di 21.6%.

Informazioni chiave

51.50%

Tasso di crescita degli utili

51.67%

Tasso di crescita dell'EPS

Media Crescita del settore21.64%
Tasso di crescita dei ricavi21.56%
Rendimento del capitale proprio-2.32%
Margine netto0.27%
Ultimo aggiornamento sugli utili31 Dec 2025

Aggiornamenti sulle prestazioni recenti

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...

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...
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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.

Ripartizione dei ricavi e delle spese

Come Informa guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

LSE:INF Ricavi, spese e utili (GBP Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Dec 254,0411190
30 Sep 253,96842100
30 Jun 253,89473100
31 Mar 253,723185100
31 Dec 243,553298100
30 Sep 243,45930580
30 Jun 243,36431360
31 Mar 243,27736660
31 Dec 233,19041960
30 Sep 232,99038650
30 Jun 232,78935340
31 Mar 232,52624640
31 Dec 222,26213840
30 Sep 222,11215740
30 Jun 221,96117640
31 Mar 221,77210540
31 Dec 211,5833440
30 Sep 211,523-17530
30 Jun 211,462-38430
31 Mar 211,561-71330
31 Dec 201,661-1,04230
30 Sep 201,979-88030
30 Jun 202,297-71830
31 Mar 202,594-24630
31 Dec 192,89022630
30 Sep 192,855264210
30 Jun 192,820303390
31 Mar 192,595255390
31 Dec 182,370208390
30 Sep 182,084245350
30 Jun 181,799282300
31 Mar 181,778297300
31 Dec 171,757311300
30 Sep 171,685255280
30 Jun 171,612198260
31 Mar 171,479185260
31 Dec 161,345172250
30 Sep 161,293167230
30 Jun 161,241163210
31 Mar 161,227167210
31 Dec 151,212171210
30 Sep 151,19969200
30 Jun 151,186-33200

Guadagni di qualità: INF ha un grande una tantum perdita di £721.0M che ha avuto un impatto sui suoi ultimi 12 mesi di risultati finanziari pari a 31st December, 2025.

Margine di profitto in crescita: Gli attuali margini di profitto netti di INF (0.3%) sono inferiori rispetto allo scorso anno (8.4%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: INF è diventata redditizia negli ultimi 5 anni, aumentando i guadagni del 51.5% all'anno.

Accelerare la crescita: INF ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.

Guadagni vs Settore: INF ha avuto una crescita negativa degli utili ( -96.3% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Media ( -3% ).


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( -2.3% ) di INF è considerato basso.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/24 23:01
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2025/12/31
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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 26 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.

AnalistaIstituzione
Nicholas Michael DempseyBarclays
Nicholas Michael DempseyBarclays
William LarwoodBerenberg