View ValuationInforma 将来の成長Future 基準チェック /36Informa利益と収益がそれぞれ年間29%と6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に15.5% 33.2%なると予測されています。主要情報29.0%収益成長率33.23%EPS成長率Media 収益成長28.5%収益成長率6.0%将来の株主資本利益率15.47%アナリストカバレッジGood最終更新日18 May 2026今後の成長に関する最新情報お知らせ • Jan 20Informa plc Provides Earnings Guidance for the Full Year 2026Informa plc provided earnings guidance for the full year 2026. For the year, the company expects 6%±underlying revenue guidance for 2026.お知らせ • Jul 25+ 1 more updateInforma plc Updates Earnings Guidance for the Full Year 2025Informa plc updated earnings guidance for the full year 2025. For the year company now expects Group underlying revenue growth increased from 5%+ to 6%±, including 8%+ underlying revenue growth in Live B2B Events; On a reported basis, company have maintained full year guidance for Revenue at £4bn±and increased adjusted earnings growth to 10%+. This is despite further weakening of the US dollar.お知らせ • May 02Informa plc Re-Affirms Group Earnings Guidance for the Year 2025Informa plc re-affirmed group earnings guidance for the year 2025. In 2025, Group expects £4.1bn± revenue target.お知らせ • Jun 21Informa plc Reaffirms Earnings Guidance for the Year 2024Informa plc reaffirmed earnings guidance for the year 2024. For the year, the expected Group revenue in the range of £3,450 million to £3,500 million.お知らせ • Jun 15Informa plc Provides Group Revenue Guidance for the Year 2023Informa plc provided group revenue guidance for the year 2023. The company is increasing 2023 Reported Group Revenue guidance to a range of £2.95 billion to £3.05 billion.お知らせ • Nov 14Informa plc Revises Earnings Guidance for the Year 2022Informa plc revised earnings guidance for the year 2022. For the period, the company revised guidance range to Revenue of £2,300 million -£2,350 million against Previous guidance was for Revenue of £2,150 million -£2,250 million.すべての更新を表示Recent updatesDeclared Dividend • 4hFinal dividend of UK£0.15 announcedShareholders will receive a dividend of UK£0.15. Ex-date: 28th May 2026 Payment date: 10th July 2026 Dividend yield will be 2.5%, which is lower than the industry average of 5.1%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 26x earnings). However, it is well covered by cash flows (36% cash payout ratio). The dividend has increased by an average of 1.3% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 2,791% to bring the payout ratio under control. EPS is expected to grow by 136% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.お知らせ • May 01Informa plc, Annual General Meeting, Jun 18, 2026Informa plc, Annual General Meeting, Jun 18, 2026. Location: 240 blackfriars road, se1 8bf, london United Kingdomお知らせ • Apr 17Informa plc Appoints David Lynn as CEO of inD, Its Dubai-Based Partnership with Dubai World Trade Centre, Effective May 4, 2026Informa PLC confirmed that David Lynn has been appointed as Chief Executive of inD, its Dubai-based partnership with Dubai World Trade Centre. Mr. Lynn brings extensive international executive experience to inD from his previous role as President and Chief Executive of ViacomCBS Networks International, a billion-dollar revenue business with 5,000 colleagues across 180 markets. During his successful tenure, he led major digital transformations that disrupted the sector, including the launch of streaming platforms such as Paramount+ and PlutoTV across 20 countries. He also oversaw the successful integration of Network 10, a leading Australian network, Telefe, Argentina's main broadcaster and Channel Five, the UK's fifth terrestrial TV channel. Mr. Lynn will relocate to Dubai, becoming the inaugural CEO of inD from May 4, 2026, with the initial focus on effectively combining the DWTC and Informa B2B event brands and businesses within inD to create a single operating business with a clear growth plan for 2027 to 2029.お知らせ • Mar 13+ 1 more updateInforma plc Announces Appointment of Andy Ransom as A Member of the Audit Committee, Effective March 9, 2026Informa plc announced that With effect from 9 March 2026, Andy Ransom, Non-Executive Director, was appointed as a member of the Audit Committee, joining Gill Whitehead (Committee Chair), Joanne Wilson and Maria Kyriacou. Andy is also a member of the Nomination and Remuneration Committees.お知らせ • Jan 21Informa plc (LSE:INF) announces an Equity Buyback for £200 million worth of its shares.Informa plc (LSE:INF) announces a share repurchase program. Under the program, the company will purchases up to £200 million worth of it's shares.お知らせ • Jan 20Informa plc Provides Earnings Guidance for the Full Year 2026Informa plc provided earnings guidance for the full year 2026. For the year, the company expects 6%±underlying revenue guidance for 2026.お知らせ • Jan 19Informa plc to Report Fiscal Year 2025 Results on Mar 12, 2026Informa plc announced that they will report fiscal year 2025 results on Mar 12, 2026お知らせ • Aug 28Black Hat Announces Executive ChangesBlack Hat announced the appointment of Suzy Pallett as the brand’s new President, effective September 1. Steve Wylie, current head of Black Hat, will be stepping down after 11 years of leading the brand through unprecedented success and growth. Pallett brings over 20 years of experience across global B2B and B2C events, most recently serving as Executive Vice President, Europe and Middle East at Money20/20, the world’s leading global FinTech event series. Pallett will be focused on accelerating the growth of Black Hat's global events, working closely with the community to ensure a smooth transition and continued excellence. Under Pallett's leadership, Black Hat will further cement its position as the cybersecurity industry's most established and in-depth security event series where all career levels and academic disciplines convene to collaborate, network, and discuss the cybersecurity topics that matter most to them.お知らせ • Jul 25+ 1 more updateInforma plc Updates Earnings Guidance for the Full Year 2025Informa plc updated earnings guidance for the full year 2025. For the year company now expects Group underlying revenue growth increased from 5%+ to 6%±, including 8%+ underlying revenue growth in Live B2B Events; On a reported basis, company have maintained full year guidance for Revenue at £4bn±and increased adjusted earnings growth to 10%+. This is despite further weakening of the US dollar.お知らせ • Jul 07Innova plc Adds Art Monte-Carlo to Its Luxury and Lifestyle Portfolio, Informa PrestigeInforma has announced the addition of Art Monte-Carlo, the premier contemporary art event on the Cote d'Azur, to its Luxury and Lifestyle portfolio, Informa Prestige. The news was announced on 7 July, the first day of the 2025 edition of Art Monte-Carlo. The addition of Art Monte- Carlo marks a further extension of Informa's long-term partnership with Monaco, established for more than a decade, which has seen Informa become the largest owner/operator of live events in the Principality. The collaboration now comprises more than 15 Luxury brands across Europe and the US, including the Monaco Yacht Show, Top Marques Monaco and luxury lifestyle publisher BOAT International. Art Monte-Carlo will benefit from the strength and reach of this partnership, including Informa's existing presence in the international art market through Art Miami, and the Miami Beach and Houston editions of Untitled Art. Additionally, it will leverage Informa's international scale and strength in adjacent Luxury and Lifestyle markets including Aviation, Yachting and Boating, Automotive, Technology and Jewellery around the world. Established in 2016, this year's Art Monte-Carlo features 25 international modern and contemporary galleries, as well as special projects and art publishers. The current Art Monte-Carlo team continues to lead its growth and expansion, now with the additional support and resources of one of the world's leading exhibitions attendees.お知らせ • Jun 19+ 1 more updateInforma plc Approves Final Dividend for the Year Ended 31 December 2024Informa PLC held its Annual General Meeting on June 19, 2025, approved a final dividend for the year ended 31 December 2024 of 13.6 pence per ordinary share.お知らせ • May 02Informa plc Re-Affirms Group Earnings Guidance for the Year 2025Informa plc re-affirmed group earnings guidance for the year 2025. In 2025, Group expects £4.1bn± revenue target.お知らせ • Apr 23Informa plc to Report First Half, 2025 Results on Jul 23, 2025Informa plc announced that they will report first half, 2025 results on Jul 23, 2025お知らせ • Apr 08Informa plc, Annual General Meeting, May 28, 2025Informa plc, Annual General Meeting, May 28, 2025.お知らせ • Mar 06+ 1 more updateInforma plc Recommends Final Dividend for Fiscal Year 2024, Payable on 11 July, 2025The Board of Informa plc has recommended a final dividend of 13.6 pence per share for fiscal year 2024 (2023: 12.2 pence per share). The final dividend is scheduled to be paid on 11 July 2025 to ordinary shareholders registered at the close of business on 30 May 2025. This will result in total dividends for the year of 20.0 pence per share (2023: 18.0 pence per share).お知らせ • Jan 29Informa plc to Report Fiscal Year 2024 Results on Mar 06, 2025Informa plc announced that they will report fiscal year 2024 results on Mar 06, 2025お知らせ • Sep 05Informa plc Announces Board ChangesInforma plc announced that its Senior Independent Director, Mary McDowell, has been nominated as the Chair of New TechTarget, and is therefore expected to step down from the Board of Informa PLC. The combination of Informa Tech's Digital Businesses withTechTarget Inc. to create New TechTarget is on track to complete in the fourth quarter of 2024, subject to approval by TechTarget Inc.'s shareholders at a general meeting to be convened later this year. Mary McDowell will step down from the Informa PLC Board at the point of completion. Subject to the above, Louise Smalley, Non-Executive Director and Chair of the Remuneration Committee, will be appointed Senior Independent Director for Informa PLC.Board Change • Aug 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Maria Kyriacou was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Declared Dividend • Jul 26First half dividend of UK£0.064 announcedShareholders will receive a dividend of UK£0.064. Ex-date: 8th August 2024 Payment date: 20th September 2024 Dividend yield will be 2.0%, which is lower than the industry average of 5.1%. Sustainability & Growth Dividend is covered by both earnings (81% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 98% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 25First half 2024 earnings released: EPS: UK£0.11 (vs UK£0.18 in 1H 2023)First half 2024 results: EPS: UK£0.11 (down from UK£0.18 in 1H 2023). Revenue: UK£1.70b (up 12% from 1H 2023). Net income: UK£147.3m (down 42% from 1H 2023). Profit margin: 8.7% (down from 17% in 1H 2023). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 17Informa plc Announces Appointment of Maria Kyriacou as Non-Executive Director and a Member of Audit and Nomination CommitteesInforma announced the appointment of a new Non-Executive Director and confirms new Board responsibilities. Maria Kyriacou joins the Informa Board as a Non-Executive Director with effect from 15 July and becomes a member of Audit and Nomination Committees. Maria brings extensive leadership and operational experience within Global Entertainment businesses and most recently was President Broadcast & Studios for International Markets at Paramount Global. Prior to that, Maria was President, Australia, Israel and UK and led Paramount's operations across these leading international markets including all free-to-air, pay and streaming brands. Previous roles have included being President of International at ITV Studios and Senior Vice President Digital Media Distribution EMEA at The Walt Disney Company. Maria qualified as an ACA with PricewaterhouseCoopers, where she worked in the Audit and Advisory Services Division. Maria was a Non-Executive Director of Wizz Air Holdings plc between September 2018 and July 2021. There is no further information required to be disclosed under the requirements of Listing Rule 9.6.13 in relation to the appointment of Maria Kyriacou.お知らせ • Jul 11Informa plc to Report First Half, 2024 Results on Jul 24, 2024Informa plc announced that they will report first half, 2024 results on Jul 24, 2024お知らせ • Jun 21Informa plc Reaffirms Earnings Guidance for the Year 2024Informa plc reaffirmed earnings guidance for the year 2024. For the year, the expected Group revenue in the range of £3,450 million to £3,500 million.Upcoming Dividend • May 30Upcoming dividend of UK£0.12 per shareEligible shareholders must have bought the stock before 06 June 2024. Payment date: 12 July 2024. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (5.4%).お知らせ • May 09+ 1 more updateInforma plc Announces Executive AppointmentsInforma plc has confirmed two key additions to the Informa Executive Leadership Team, adding further strength both in the management of Brands and Intellectual Property and in the Leadership of Academic Markets business. Penny Ladkin-Brand appointed Chief Executive of Taylor & Francis: Penny Ladkin-Brand joins the Informa Leadership Team as the Chief Executive of Taylor & Francis. She brings considerable growth-oriented leadership experience in specialist publishing, digital acceleration and the development of online platforms. Penny is currently Chief Financial and Strategy Officer at Future plc, having previously been Commercial Director at Autotrader Plc. Penny joined Future, a print-led specialist media business in 2015 and partnered with the CEO to grow the business tenfold into a specialist media platform through a combination of organic and inorganic growth. Penny is also Chair of Next 15 Group Plc, the data-driven growth consultancy. Jill Dougan appointed Group Chief Marketing Officer: Jill Dougan joins the Informa Leadership Team in the newly created role of Group Chief Marketing Officer. She brings over 30 years' experience in Sales, Marketing, Customer Insights, Data Insights and Brand, both in B2B and B2C companies, latterly through a number of senior roles at Centrica plc. As the Group continues to expand internationally, the effective management of First Party Data, Brands and Intellectual Property is becoming increasingly important in unlocking new revenue opportunities. This is illustrated by today's Partnership and Access Agreement (Intellectual Property) and similarly through recent expansion in the Kingdom of Saudi Arabia (Brands) and the TechTarget combination (First Party Data). Jill will focus on creating further value from Informa's First Party Data, Brands and Intellectual Property.お知らせ • Apr 28Informa plc, Annual General Meeting, Jun 21, 2024Informa plc, Annual General Meeting, Jun 21, 2024, at 10:00 Coordinated Universal Time. Location: 240 Blackfriars Road London United Kingdom Agenda: To consider reelection of Directors; to receive the Annual Report and audited financial statements of the company (incorporating the reports of the Directors and Auditor) for the year ended 31 December 2023; to approve the Directors' Remuneration Report; to adopt the Directors' Remuneration Policy; to approve a final dividend for the year ended 31 December 2023; to re-appoint PricewaterhouseCoopers LLP (PwC) as auditor of the company and fix their remuneration; to approve authority to allot shares; to consider authority to purchase own shares; and to consider other matters.Declared Dividend • Mar 11Final dividend of UK£0.12 announcedShareholders will receive a dividend of UK£0.12. Ex-date: 5th June 2024 Payment date: 12th July 2024 Dividend yield will be 2.0%, which is lower than the industry average of 5.1%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 47% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 10Full year 2023 earnings released: EPS: UK£0.30 (vs UK£0.095 in FY 2022)Full year 2023 results: EPS: UK£0.30 (up from UK£0.095 in FY 2022). Revenue: UK£3.19b (up 41% from FY 2022). Net income: UK£419.0m (up 203% from FY 2022). Profit margin: 13% (up from 6.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 125% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 08+ 1 more updateInforma plc Recommends Dividend for Fiscal Year 2023, Payable on July 12,2024Informa plc recommended a final dividend of 12.2 pence per share for Fiscal year 2023 (2022: 6.8 pence per share). The final dividend is scheduled to be paid on 12 July 2024 to ordinary shareholders registered at the close of business on 6 June 2024. This will result in total dividends for the year of 18.0p per share (2022: 9.8 pence per share).Recent Insider Transactions • Dec 11Key Executive recently sold €3.6m worth of stockOn the 6th of December, Stephen Carter sold around 400k shares on-market at roughly €8.93 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Stephen has been a net seller over the last 12 months, reducing personal holdings by €3.4m.お知らせ • Nov 14+ 1 more updateInforma plc to Report Q4, 2023 Results on Mar 07, 2024Informa plc announced that they will report Q4, 2023 results on Mar 07, 2024Upcoming Dividend • Aug 03Upcoming dividend of UK£0.058 per share at 1.7% yieldEligible shareholders must have bought the stock before 10 August 2023. Payment date: 15 September 2023. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (6.3%).お知らせ • Jul 28Informa plc Recommends an Interim Dividend, Payable on 15 September 2023Informa plc announced For H1 2023, the Board has recommended an interim dividend of 5.8 pence per share (H1 2022: 3.0 pence per share). The interim dividend will be paid on 15 September 2023 to ordinary shareholders registered as at the close of business on 11 August 2023. The Dividend Reinvestment Plan (DRIP) will be available for the interim dividend and the last date for receipt of elections for the DRIP will be 29 August 2023.Reported Earnings • Jul 28First half 2023 earnings released: EPS: UK£0.18 (vs UK£0.026 in 1H 2022)First half 2023 results: EPS: UK£0.18 (up from UK£0.026 in 1H 2022). Revenue: UK£1.52b (up 53% from 1H 2022). Net income: UK£253.5m (up UK£214.4m from 1H 2022). Profit margin: 17% (up from 3.9% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 118% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.Board Change • Jul 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Andy Ransom was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 15Informa plc Provides Group Revenue Guidance for the Year 2023Informa plc provided group revenue guidance for the year 2023. The company is increasing 2023 Reported Group Revenue guidance to a range of £2.95 billion to £3.05 billion.Upcoming Dividend • May 25Upcoming dividend of UK£0.068 per share at 1.9% yieldEligible shareholders must have bought the stock before 01 June 2023. Payment date: 14 July 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (6.6%).お知らせ • May 20Informa plc (LSE:INF) acquired Winsight, LLC from HPS Investment Partners, LLC for enterprise value of approximately $380 million.Informa plc (LSE:INF) acquired Winsight, LLC from HPS Investment Partners, LLC for enterprise value of approximately $380 million on May 18, 2023. Earn-up of $20 million, payable subject to the delivery of stretch revenue and EBITDA growth targets. Winsight CEO Mike Wood will continue to lead the business which will become part of the Informa Connect division. Winsight will continue to operate business as usual through 2023 and will rebrand as Informa in the new year once integration planning is complete. Winsight was advised by Amir Akhavan of BrightTower (exclusive financial advisor) and Latham & Watkins LLP (legal advisor). BofA Securities acted as financial advisor to Informa plc (LSE:INF). Informa plc (LSE:INF) completed the acquisition of Winsight, LLC from HPS Investment Partners, LLC on May 18, 2023. Benjamin Sibbett, Kevin Colan, Howard Adler, Paul Koppel, Brian Concklin, David Michnal, Megan Gordon, Renee Latour, Catherine Ennis, Jacqueline Landells, Daryl Fairbairn, Victoria Manthas, James Grayer, and Anthony Candido of Clifford Chance US LLP acted as legal advisors to Informa plc in the deal.Buying Opportunity • Apr 05Now 21% undervaluedOver the last 90 days, the stock is up 7.9%. The fair value is estimated to be €9.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.8% over the last 3 years. Earnings per share has grown by 63%. Revenue is forecast to grow by 31% in 2 years. Earnings is forecast to grow by 154% in the next 2 years.Recent Insider Transactions • Mar 16Key Executive recently bought €170k worth of stockOn the 13th of March, Stephen Carter bought around 23k shares on-market at roughly €7.53 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Stephen has been a buyer over the last 12 months, purchasing a net total of €172k worth in shares.Buying Opportunity • Mar 15Now 23% undervaluedOver the last 90 days, the stock is up 2.0%. The fair value is estimated to be €9.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.8% over the last 3 years. Earnings per share has grown by 63%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings is also forecast to grow by 37% per annum over the same time period.Reported Earnings • Mar 10Full year 2022 earnings released: EPS: UK£0.095 (vs UK£0.052 in FY 2021)Full year 2022 results: EPS: UK£0.095 (up from UK£0.052 in FY 2021). Revenue: UK£2.26b (up 26% from FY 2021). Net income: UK£138.3m (up 78% from FY 2021). Profit margin: 6.1% (up from 4.3% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 14Informa plc Revises Earnings Guidance for the Year 2022Informa plc revised earnings guidance for the year 2022. For the period, the company revised guidance range to Revenue of £2,300 million -£2,350 million against Previous guidance was for Revenue of £2,150 million -£2,250 million.お知らせ • Nov 02Norstella completed the acquisition of Informa Business Intelligence, Inc. from Informa plc (LSE:INF).Norstella agreed to acquire Citeline from Informa plc (LSE:INF) on June 28, 2022. The merger is subject to customary closing conditions and regulatory approvals and is expected to close in the second half of 2022. Jefferies acted as financial advisor to Citeline in the transaction. Adrian Maguire; Keir MacLennan; Dan Clarke; Keri Schick Norton; Jiri Peterka; George Rawlinson; Steven Hunter; Sherlin Wong; Moose Sarfraz; Mo Green; Ben Hai; Shannon Sherman; Tom Lawless; Dylan Mason; Marin Boney; Philipp Gnatzy; and Savannah Malnar-Cole of Kirkland & Ellis acted as legal advisor to Citeline. Norstella completed the acquisition of Informa Business Intelligence, Inc. from Informa plc (LSE:INF) on November 1, 2022.お知らせ • Oct 08+ 1 more updateInforma plc to Report Fiscal Year 2022 Results on Mar 09, 2023Informa plc announced that they will report fiscal year 2022 results on Mar 09, 2023お知らせ • Aug 06Montagu Private Equity LLP agreed to acquire 80% stake in Shipping News Business Maritime Intelligence from Informa plc (LSE:INF) for approximately £390 million.Montagu Private Equity LLP agreed to acquire 80% stake in Shipping News Business Maritime Intelligence from Informa plc (LSE:INF) for approximately £390 million on August 4, 2022. Transaction is subject to subject to finalization of working capital and capital structure. In 2021, Maritime Intelligence reported Gross assets were approximately £100 million. Centerview Partners LLC acted as financial advisor to financial advisor to Informa Plc in the transaction. Alex Woodward, Marly Didizian, Yohan Liyanage, Simon Kerr-Davis, Jamie Coomber, Neil Hoolihan, and Daniel Law of Linklaters LLP acted as legal advisor to Montagu. Katherine Moir, Steven Fox, Zayed Al Jamil, Chinwe Odimba-Chapman and Nicola Hemsley of Clifford Chance LLP acted as legal advisor to Informa.Reported Earnings • Aug 05First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (up UK£91.3m from 1H 2021). Profit margin: (up from net loss in 1H 2021). Over the next year, revenue is forecast to grow 9.0%, compared to a 8.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 9% per year.Upcoming Dividend • Aug 04Upcoming dividend of UK£0.03 per shareEligible shareholders must have bought the stock before 11 August 2022. Payment date: 09 September 2022. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (8.1%).お知らせ • Jul 21Montagu Private Equity LLP agreed to acquire Emerging Portfolio Fund Research, Inc. from Informa plc (LSE:INF) for approximately $190 million.Montagu Private Equity LLP agreed to acquire Emerging Portfolio Fund Research, Inc. from Informa plc (LSE:INF) for approximately $190 million on July 19, 2022. The consideration will be paid in cash. In 2021, Emerging Portfolio Fund Research delivered revenues of £17.2 million ($20.54 million) and gross assets of £43.6 million ($52.1 million). In 2021, EPFR accounted for approximately 6% of reported adjusted operating profit of £109.8 million ($131.14 million).お知らせ • Jul 20Informa plc (LSE:INF) entered into a definitive agreement to acquire Industry Dive, Inc. from Falfurrias Capital Partners, LP for approximately $530 million.Informa plc (LSE:INF) entered into a definitive agreement to acquire Industry Dive, Inc. from Falfurrias Capital Partners, LP for approximately $530 million on July 19, 2022. The initial cash consideration being paid is $389 million. The agreement includes a significant earn-up element, which is designed to drive further growth acceleration. If the earn-up growth acceleration plan is delivered in full, it could see total consideration increase to $525 million by 2024. As of July 19, 2022, Industry Dive reported a revenue of $81.9 million, total assets of $149 million and Profit before tax of $4.1 million for the period ended December 31, 2021. Industry Dive will remain a standalone business at Informa within its Informa Tech division. The transaction is subjected to regulatory approvals and customary closing conditions. The transaction is anticipated to close during the third quarter of 2022. BrightTower LLC acted as financial advisor to Industry Dive and Falfurrias Capital Partners. K&L Gates LLP acted as legal advisor to Industry Dive and Falfurrias Capital Partners.お知らせ • Jul 19Informa plc re-confirms Earnings Guidance for the Full Year 2022Informa plc in June, raised full year expectations for the Informa Group to the upper end of the guidance range provided at the 2021 Full Year Results in March (Revenue of £2,150 million -£2,250 million and adjusted operating profit of £470 million -£490 million).お知らせ • Jun 16Stephen Davidson Not to Stand for Re-Election as Non-Executive Director of Informa plcInforma plc announced that Stephen Davidson, who has been a Non-Executive Director on the Board for the past seven years and who was appointed as Chair of Calnex Solutions plc alongside his other responsibilities, will not seek re-election as an Informa Director at AGM to be held on 16 June 2022.お知らせ • Jun 02Warburg Pincus LLC and Mubadala Investment Company PJSC completed the acquisition of an 85% stake in Pharma Intelligence from Informa plc (LSE:INF).Warburg Pincus LLC and Mubadala Investment Company PJSC signed a binding agreement to acquire 85% stake in Pharma Intelligence from Informa plc (LSE:INF) for £1.7 billion on February 10, 2022. Informa will retain 15% ownership in Pharma Intelligence. Pharma Intelligence reported gross assets of £479.9 million as at June 30, 2021. The acquisition is expected to complete in early June 2022, subject to any relevant regulatory clearances. The deal is subject to Informa plc (LSE:INF) board approval. As of February 10, 2022 Informa plc (LSE:INF) board approved the deal. BofA Securities acted as financial advisor to Informa. Centerview Partners acted as financial advisor to Informa plc. Clifford Chance LLP acted as legal advisor to Informa plc in the transaction. Adrian Maguire, Dan Clarke, Keir MacLennan; Keri Schick Norton, Neel V. Sachdev, Eric J. Wedel, P.C., Ben Steadman, Stefan Arnold-Soulby, Peter Abbott, Sam Trowbridge, Paula Riedel, Matthew Sinclair-Thomson and Jenny Wilson of Kirkland & Ellis acted as legal advisor to Warburg Pincus. Warburg Pincus LLC and Mubadala Investment Company PJSC completed the acquisition of an 85% stake in Pharma Intelligence from Informa plc (LSE:INF) on June 1, 2022.Reported Earnings • Apr 28Full year 2021 earnings released: EPS: UK£0.052 (vs UK£0.73 loss in FY 2020)Full year 2021 results: EPS: UK£0.052 (up from UK£0.73 loss in FY 2020). Revenue: UK£1.80b (up 8.3% from FY 2020). Net income: UK£77.9m (up UK£1.12b from FY 2020). Profit margin: 4.3% (up from net loss in FY 2020). Over the next year, revenue is forecast to grow 22%, compared to a 8.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Yin Zheng was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 16Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: UK£0.052 (up from UK£0.73 loss in FY 2020). Revenue: UK£1.80b (up 8.3% from FY 2020). Net income: UK£77.9m (up UK£1.12b from FY 2020). Profit margin: 4.3% (up from net loss in FY 2020). Revenue missed analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 19%, compared to a 8.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.お知らせ • Feb 11Warburg Pincus LLC agreed to acquire 85% stake in Pharma Intelligence from Informa plc (LSE:INF) for £1.7 billion.Warburg Pincus LLC and Mubadala Investment Company PJSC signed a binding agreement to acquire 85% stake in Pharma Intelligence from Informa plc (LSE:INF) for £1.7 billion on February 10, 2022. Informa will retain 15% ownership in Pharma Intelligence. Pharma Intelligence reported gross assets of £479.9 million as at June 30, 2021. The acquisition is expected to complete in early June 2022, subject to any relevant regulatory clearances. The deal is subject to Informa plc (LSE:INF) board approval. As of February 10, 2022 Informa plc (LSE:INF) board approved the deal.Board Change • Jan 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Yin Zheng was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Dec 18Independent Non-Executive Director recently bought €58k worth of stockOn the 16th of December, David Flaschen bought around 10k shares on-market at roughly €5.76 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.お知らせ • Dec 09Informa plc (LSE:INF) acquired Netline Corporation.Informa plc (LSE:INF) acquired Netline Corporation on December 7, 2021. Netline's founder, Alvin and the entire NetLine team will join Informa Tech, a division of Informa plc, under the leadership of Gary Nugent, Chief Executive Officer of Informa. BrightTower LLC acted as financial advisor to Informa plc. Informa plc (LSE:INF) completed the acquisition of Netline Corporation on December 7, 2021.お知らせ • Dec 02Randall-Reilly, LLC acquired Asset Intelligence Business Unit from Informa plc (LSE:INF).Randall-Reilly, LLC acquired Asset Intelligence Business Unit from Informa plc (LSE:INF) on December 1, 2021. Lazard Ltd (NYSE:LAZ) acted as financial advisor to Randall-Reilly, LLC. Randall-Reilly, LLC completed the acquisition of Asset Intelligence Business Unit from Informa plc (LSE:INF) on December 1, 2021.Board Change • Nov 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Louise Smalley was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Jul 30First half 2021 earnings released: UK£0.061 loss per share (vs UK£0.57 loss in 1H 2020)The company reported a decent first half result with reduced losses and improved control over expenses, although revenues were weaker. First half 2021 results: Revenue: UK£688.9m (down 15% from 1H 2020). Net loss: UK£91.3m (loss narrowed 88% from 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.Executive Departure • Jun 09Senior Independent Non-Executive Director Gareth Bullock has left the companyOn the 3rd of June, Gareth Bullock's tenure as Senior Independent Non-Executive Director ended after 7.0 years in the role. As of March 2021, Gareth still personally held 18.01k shares (€120k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 5.04 years.Executive Departure • Jun 09Non-Executive Chairman Derek Mapp has left the companyOn the 3rd of June, Derek Mapp's tenure as Non-Executive Chairman ended after 17.1 years in the role. As of March 2021, Derek still personally held 216.94k shares (€1.4m worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 5.04 years.お知らせ • Apr 28Informa plc (LSE:INF) and Inflexion Private Equity Partners LLP entered into an agreement to acquire Novantas, Inc.Informa plc (LSE:INF) and Inflexion Private Equity Partners LLP entered into an agreement to acquire Novantas, Inc. on April 26, 2021. As per the transaction, Informa will acquire Novantas on a cash and debt free basis. Informa will combine its existing FBX business with Novantas. At the date of acquisition, Informa will own 57% of the combined business. Inflexion and Novantas shareholders will also hold significant minority stakes in the combined business. The transaction is expected to be completed by the end of June 2021, subject to customary regulatory approvals. Marlin & Associates Holding LLC acted as financial advisor to Novantas, Inc.Reported Earnings • Apr 24Full year 2020 earnings released: UK£0.73 loss per share (vs UK£0.18 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: UK£1.66b (down 43% from FY 2019). Net loss: UK£1.04b (down UK£1.27b from profit in FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 97 percentage points per year, which is a significant difference in performance.お知らせ • Mar 03Informa plc Announces Board ChangesInforma plc announced an update in relation to the Board, including Gareth Bullock stepping down as a Non-Executive Director at the Annual General Meeting in June and the immediate appointment of Patrick Martell as an Executive Director. Gareth Bullock has decided not to stand for re-election at this year's AGM, in order to focus on other interests. Separately, Patrick Martell joins the Board on 1 March 2021 as an Executive Director, having successfully led the Informa Intelligence Division, helping to transform a disparate collection of brands with shrinking revenues into an international digital subscription business with strong renewal rates and consistent underlying growth. Patrick also led on the effective integration of Penton Information Services in 2016/2017. In his current role as Group Chief Operating Officer, Patrick's remit includes responsibility for driving digital product and service acceleration more broadly. Another Non-Executive Board member, Gill Whitehead, who has a background in digital, data and analytics at Google and Channel Four, is currently acting as a Non-Executive advisor on Informa's Smart Connections initiative, which is chaired by Patrick, and brings together a collection of collaborative digital acceleration projects across the Group's Events-led businesses.Is New 90 Day High Low • Jan 08New 90-day high: €6.65The company is up 45% from its price of €4.60 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.43 per share.お知らせ • Jan 06+ 1 more updateInforma Announces Board ChangesInforma announced that the Board, led by Senior Independent Non-Executive Director, Gareth Bullock, and working in partnership with external advisors Spencer Stuart, has confirmed the appointment of John Rishton as the next Chair of the Informa Group, succeeding Derek Mapp. Mr. Rishton, who has extensive international executive experience, brings significant non-executive Board experience to the role from his time on the Board of Unilever, as Chair-elect at Serco, and his period as Chair of the Audit Committee and Non-Executive Director at Informa. He will take over as Chair at the Annual General Meeting in June 2021, allowing for a managed handover period. In June, Gill Whitehead, who has served on Informa's Audit Committee over the last year, will take over from John Rishton as Chair of the Audit Committee.Is New 90 Day High Low • Nov 07New 90-day high: €5.04The company is up 10.0% from its price of €4.58 on 07 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.26 per share.Is New 90 Day High Low • Oct 21New 90-day high: €4.78The company is up 2.0% from its price of €4.71 on 23 July 2020. The German market is down 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.26 per share.お知らせ • Sep 22Informa plc Proposes No Interim Dividend for the Six Months Ended 30 June 2020Informa plc announced that there is no proposed interim dividend for the six months ended 30 June 2020.Is New 90 Day High Low • Sep 22New 90-day low: €3.98The company is down 24% from its price of €5.25 on 24 June 2020. The German market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.29 per share.Reported Earnings • Sep 22First half earnings releasedOver the last 12 months the company has reported total losses of UK£718.3m, with earnings decreasing by UK£1.02b from the prior year. Total revenue was UK£2.30b over the last 12 months, down 19% from the prior year.お知らせ • Aug 09Informa plc to Report First Half, 2020 Results on Sep 21, 2020Informa plc announced that they will report first half, 2020 results on Sep 21, 2020お知らせ • Jul 31Informa plc (LSE : INF) completed the acquisition of Research Division of Informa Tech.Informa plc (LSE : INF) agreed to acquire Research Division of Informa Tech on August 31, 2019. Omdia is a global technology research powerhouse, established following the merger of the Research Division of Informa Tech (Ovum, Heavy Reading and Tractica) and the acquired IHS Markit technology research portfolio. The majority of IHS Markit technology research products and solutions were acquired by Informa in August 2019 and are now part of Omdia Informa plc (LSE : INF) completed the acquisition of Research Division of Informa Tech on August 31, 2019.業績と収益の成長予測DB:IEA - アナリストの将来予測と過去の財務データ ( )GBP Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20284,9126581,0091,1921012/31/20274,6815959341,0761312/31/20264,3474878389231312/31/20254,04111768876N/A9/30/20253,96842753860N/A6/30/20253,89473739844N/A3/31/20253,723185716823N/A12/31/20243,553298693802N/A9/30/20243,459305647759N/A6/30/20243,364313600717N/A3/31/20243,277366552669N/A12/31/20233,190419504620N/A9/30/20232,990386423530N/A6/30/20232,789353342440N/A3/31/20232,526246358446N/A12/31/20222,262138374451N/A9/30/20222,112157423488N/A6/30/20221,961176473525N/A3/31/20221,772105452498N/A12/31/20211,58334430472N/A9/30/20211,523-175158198N/A6/30/20211,462-384-114-76N/A3/31/20211,561-713-155-111N/A12/31/20201,661-1,042-195-146N/A9/30/20201,979-880101170N/A6/30/20202,297-718397480N/A3/31/20202,594-246504600N/A12/31/20192,890226610720N/A9/30/20192,855264N/A691N/A6/30/20192,820303N/A663N/A3/31/20192,595255N/A574N/A12/31/20182,370208N/A486N/A9/30/20182,084245N/A464N/A6/30/20181,799282N/A441N/A3/31/20181,778297N/A437N/A12/31/20171,757311N/A434N/A9/30/20171,685255N/A405N/A6/30/20171,612198N/A375N/A3/31/20171,479185N/A356N/A12/31/20161,345172N/A336N/A9/30/20161,293167N/A317N/A6/30/20161,241163N/A297N/A3/31/20161,227167N/A316N/A12/31/20151,212171N/A334N/A9/30/20151,19969N/A319N/A6/30/20151,186-33N/A305N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: IEAの予測収益成長率 (年間29% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: IEAの収益 ( 29% ) はGerman市場 ( 16.8% ) よりも速いペースで成長すると予測されています。高成長収益: IEAの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: IEAの収益 ( 6% ) German市場 ( 6.7% ) よりも低い成長が予測されています。高い収益成長: IEAの収益 ( 6% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: IEAの 自己資本利益率 は、3年後には低くなると予測されています ( 15.5 %)。成長企業の発掘7D1Y7D1Y7D1YMedia 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/20 03:12終値2026/05/20 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Informa plc 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。26 アナリスト機関Nicholas Michael DempseyBarclaysNicholas Michael DempseyBarclaysWilliam LarwoodBerenberg23 その他のアナリストを表示
お知らせ • Jan 20Informa plc Provides Earnings Guidance for the Full Year 2026Informa plc provided earnings guidance for the full year 2026. For the year, the company expects 6%±underlying revenue guidance for 2026.
お知らせ • Jul 25+ 1 more updateInforma plc Updates Earnings Guidance for the Full Year 2025Informa plc updated earnings guidance for the full year 2025. For the year company now expects Group underlying revenue growth increased from 5%+ to 6%±, including 8%+ underlying revenue growth in Live B2B Events; On a reported basis, company have maintained full year guidance for Revenue at £4bn±and increased adjusted earnings growth to 10%+. This is despite further weakening of the US dollar.
お知らせ • May 02Informa plc Re-Affirms Group Earnings Guidance for the Year 2025Informa plc re-affirmed group earnings guidance for the year 2025. In 2025, Group expects £4.1bn± revenue target.
お知らせ • Jun 21Informa plc Reaffirms Earnings Guidance for the Year 2024Informa plc reaffirmed earnings guidance for the year 2024. For the year, the expected Group revenue in the range of £3,450 million to £3,500 million.
お知らせ • Jun 15Informa plc Provides Group Revenue Guidance for the Year 2023Informa plc provided group revenue guidance for the year 2023. The company is increasing 2023 Reported Group Revenue guidance to a range of £2.95 billion to £3.05 billion.
お知らせ • Nov 14Informa plc Revises Earnings Guidance for the Year 2022Informa plc revised earnings guidance for the year 2022. For the period, the company revised guidance range to Revenue of £2,300 million -£2,350 million against Previous guidance was for Revenue of £2,150 million -£2,250 million.
Declared Dividend • 4hFinal dividend of UK£0.15 announcedShareholders will receive a dividend of UK£0.15. Ex-date: 28th May 2026 Payment date: 10th July 2026 Dividend yield will be 2.5%, which is lower than the industry average of 5.1%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 26x earnings). However, it is well covered by cash flows (36% cash payout ratio). The dividend has increased by an average of 1.3% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 2,791% to bring the payout ratio under control. EPS is expected to grow by 136% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
お知らせ • May 01Informa plc, Annual General Meeting, Jun 18, 2026Informa plc, Annual General Meeting, Jun 18, 2026. Location: 240 blackfriars road, se1 8bf, london United Kingdom
お知らせ • Apr 17Informa plc Appoints David Lynn as CEO of inD, Its Dubai-Based Partnership with Dubai World Trade Centre, Effective May 4, 2026Informa PLC confirmed that David Lynn has been appointed as Chief Executive of inD, its Dubai-based partnership with Dubai World Trade Centre. Mr. Lynn brings extensive international executive experience to inD from his previous role as President and Chief Executive of ViacomCBS Networks International, a billion-dollar revenue business with 5,000 colleagues across 180 markets. During his successful tenure, he led major digital transformations that disrupted the sector, including the launch of streaming platforms such as Paramount+ and PlutoTV across 20 countries. He also oversaw the successful integration of Network 10, a leading Australian network, Telefe, Argentina's main broadcaster and Channel Five, the UK's fifth terrestrial TV channel. Mr. Lynn will relocate to Dubai, becoming the inaugural CEO of inD from May 4, 2026, with the initial focus on effectively combining the DWTC and Informa B2B event brands and businesses within inD to create a single operating business with a clear growth plan for 2027 to 2029.
お知らせ • Mar 13+ 1 more updateInforma plc Announces Appointment of Andy Ransom as A Member of the Audit Committee, Effective March 9, 2026Informa plc announced that With effect from 9 March 2026, Andy Ransom, Non-Executive Director, was appointed as a member of the Audit Committee, joining Gill Whitehead (Committee Chair), Joanne Wilson and Maria Kyriacou. Andy is also a member of the Nomination and Remuneration Committees.
お知らせ • Jan 21Informa plc (LSE:INF) announces an Equity Buyback for £200 million worth of its shares.Informa plc (LSE:INF) announces a share repurchase program. Under the program, the company will purchases up to £200 million worth of it's shares.
お知らせ • Jan 20Informa plc Provides Earnings Guidance for the Full Year 2026Informa plc provided earnings guidance for the full year 2026. For the year, the company expects 6%±underlying revenue guidance for 2026.
お知らせ • Jan 19Informa plc to Report Fiscal Year 2025 Results on Mar 12, 2026Informa plc announced that they will report fiscal year 2025 results on Mar 12, 2026
お知らせ • Aug 28Black Hat Announces Executive ChangesBlack Hat announced the appointment of Suzy Pallett as the brand’s new President, effective September 1. Steve Wylie, current head of Black Hat, will be stepping down after 11 years of leading the brand through unprecedented success and growth. Pallett brings over 20 years of experience across global B2B and B2C events, most recently serving as Executive Vice President, Europe and Middle East at Money20/20, the world’s leading global FinTech event series. Pallett will be focused on accelerating the growth of Black Hat's global events, working closely with the community to ensure a smooth transition and continued excellence. Under Pallett's leadership, Black Hat will further cement its position as the cybersecurity industry's most established and in-depth security event series where all career levels and academic disciplines convene to collaborate, network, and discuss the cybersecurity topics that matter most to them.
お知らせ • Jul 25+ 1 more updateInforma plc Updates Earnings Guidance for the Full Year 2025Informa plc updated earnings guidance for the full year 2025. For the year company now expects Group underlying revenue growth increased from 5%+ to 6%±, including 8%+ underlying revenue growth in Live B2B Events; On a reported basis, company have maintained full year guidance for Revenue at £4bn±and increased adjusted earnings growth to 10%+. This is despite further weakening of the US dollar.
お知らせ • Jul 07Innova plc Adds Art Monte-Carlo to Its Luxury and Lifestyle Portfolio, Informa PrestigeInforma has announced the addition of Art Monte-Carlo, the premier contemporary art event on the Cote d'Azur, to its Luxury and Lifestyle portfolio, Informa Prestige. The news was announced on 7 July, the first day of the 2025 edition of Art Monte-Carlo. The addition of Art Monte- Carlo marks a further extension of Informa's long-term partnership with Monaco, established for more than a decade, which has seen Informa become the largest owner/operator of live events in the Principality. The collaboration now comprises more than 15 Luxury brands across Europe and the US, including the Monaco Yacht Show, Top Marques Monaco and luxury lifestyle publisher BOAT International. Art Monte-Carlo will benefit from the strength and reach of this partnership, including Informa's existing presence in the international art market through Art Miami, and the Miami Beach and Houston editions of Untitled Art. Additionally, it will leverage Informa's international scale and strength in adjacent Luxury and Lifestyle markets including Aviation, Yachting and Boating, Automotive, Technology and Jewellery around the world. Established in 2016, this year's Art Monte-Carlo features 25 international modern and contemporary galleries, as well as special projects and art publishers. The current Art Monte-Carlo team continues to lead its growth and expansion, now with the additional support and resources of one of the world's leading exhibitions attendees.
お知らせ • Jun 19+ 1 more updateInforma plc Approves Final Dividend for the Year Ended 31 December 2024Informa PLC held its Annual General Meeting on June 19, 2025, approved a final dividend for the year ended 31 December 2024 of 13.6 pence per ordinary share.
お知らせ • May 02Informa plc Re-Affirms Group Earnings Guidance for the Year 2025Informa plc re-affirmed group earnings guidance for the year 2025. In 2025, Group expects £4.1bn± revenue target.
お知らせ • Apr 23Informa plc to Report First Half, 2025 Results on Jul 23, 2025Informa plc announced that they will report first half, 2025 results on Jul 23, 2025
お知らせ • Apr 08Informa plc, Annual General Meeting, May 28, 2025Informa plc, Annual General Meeting, May 28, 2025.
お知らせ • Mar 06+ 1 more updateInforma plc Recommends Final Dividend for Fiscal Year 2024, Payable on 11 July, 2025The Board of Informa plc has recommended a final dividend of 13.6 pence per share for fiscal year 2024 (2023: 12.2 pence per share). The final dividend is scheduled to be paid on 11 July 2025 to ordinary shareholders registered at the close of business on 30 May 2025. This will result in total dividends for the year of 20.0 pence per share (2023: 18.0 pence per share).
お知らせ • Jan 29Informa plc to Report Fiscal Year 2024 Results on Mar 06, 2025Informa plc announced that they will report fiscal year 2024 results on Mar 06, 2025
お知らせ • Sep 05Informa plc Announces Board ChangesInforma plc announced that its Senior Independent Director, Mary McDowell, has been nominated as the Chair of New TechTarget, and is therefore expected to step down from the Board of Informa PLC. The combination of Informa Tech's Digital Businesses withTechTarget Inc. to create New TechTarget is on track to complete in the fourth quarter of 2024, subject to approval by TechTarget Inc.'s shareholders at a general meeting to be convened later this year. Mary McDowell will step down from the Informa PLC Board at the point of completion. Subject to the above, Louise Smalley, Non-Executive Director and Chair of the Remuneration Committee, will be appointed Senior Independent Director for Informa PLC.
Board Change • Aug 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Maria Kyriacou was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Declared Dividend • Jul 26First half dividend of UK£0.064 announcedShareholders will receive a dividend of UK£0.064. Ex-date: 8th August 2024 Payment date: 20th September 2024 Dividend yield will be 2.0%, which is lower than the industry average of 5.1%. Sustainability & Growth Dividend is covered by both earnings (81% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 98% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 25First half 2024 earnings released: EPS: UK£0.11 (vs UK£0.18 in 1H 2023)First half 2024 results: EPS: UK£0.11 (down from UK£0.18 in 1H 2023). Revenue: UK£1.70b (up 12% from 1H 2023). Net income: UK£147.3m (down 42% from 1H 2023). Profit margin: 8.7% (down from 17% in 1H 2023). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 17Informa plc Announces Appointment of Maria Kyriacou as Non-Executive Director and a Member of Audit and Nomination CommitteesInforma announced the appointment of a new Non-Executive Director and confirms new Board responsibilities. Maria Kyriacou joins the Informa Board as a Non-Executive Director with effect from 15 July and becomes a member of Audit and Nomination Committees. Maria brings extensive leadership and operational experience within Global Entertainment businesses and most recently was President Broadcast & Studios for International Markets at Paramount Global. Prior to that, Maria was President, Australia, Israel and UK and led Paramount's operations across these leading international markets including all free-to-air, pay and streaming brands. Previous roles have included being President of International at ITV Studios and Senior Vice President Digital Media Distribution EMEA at The Walt Disney Company. Maria qualified as an ACA with PricewaterhouseCoopers, where she worked in the Audit and Advisory Services Division. Maria was a Non-Executive Director of Wizz Air Holdings plc between September 2018 and July 2021. There is no further information required to be disclosed under the requirements of Listing Rule 9.6.13 in relation to the appointment of Maria Kyriacou.
お知らせ • Jul 11Informa plc to Report First Half, 2024 Results on Jul 24, 2024Informa plc announced that they will report first half, 2024 results on Jul 24, 2024
お知らせ • Jun 21Informa plc Reaffirms Earnings Guidance for the Year 2024Informa plc reaffirmed earnings guidance for the year 2024. For the year, the expected Group revenue in the range of £3,450 million to £3,500 million.
Upcoming Dividend • May 30Upcoming dividend of UK£0.12 per shareEligible shareholders must have bought the stock before 06 June 2024. Payment date: 12 July 2024. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (5.4%).
お知らせ • May 09+ 1 more updateInforma plc Announces Executive AppointmentsInforma plc has confirmed two key additions to the Informa Executive Leadership Team, adding further strength both in the management of Brands and Intellectual Property and in the Leadership of Academic Markets business. Penny Ladkin-Brand appointed Chief Executive of Taylor & Francis: Penny Ladkin-Brand joins the Informa Leadership Team as the Chief Executive of Taylor & Francis. She brings considerable growth-oriented leadership experience in specialist publishing, digital acceleration and the development of online platforms. Penny is currently Chief Financial and Strategy Officer at Future plc, having previously been Commercial Director at Autotrader Plc. Penny joined Future, a print-led specialist media business in 2015 and partnered with the CEO to grow the business tenfold into a specialist media platform through a combination of organic and inorganic growth. Penny is also Chair of Next 15 Group Plc, the data-driven growth consultancy. Jill Dougan appointed Group Chief Marketing Officer: Jill Dougan joins the Informa Leadership Team in the newly created role of Group Chief Marketing Officer. She brings over 30 years' experience in Sales, Marketing, Customer Insights, Data Insights and Brand, both in B2B and B2C companies, latterly through a number of senior roles at Centrica plc. As the Group continues to expand internationally, the effective management of First Party Data, Brands and Intellectual Property is becoming increasingly important in unlocking new revenue opportunities. This is illustrated by today's Partnership and Access Agreement (Intellectual Property) and similarly through recent expansion in the Kingdom of Saudi Arabia (Brands) and the TechTarget combination (First Party Data). Jill will focus on creating further value from Informa's First Party Data, Brands and Intellectual Property.
お知らせ • Apr 28Informa plc, Annual General Meeting, Jun 21, 2024Informa plc, Annual General Meeting, Jun 21, 2024, at 10:00 Coordinated Universal Time. Location: 240 Blackfriars Road London United Kingdom Agenda: To consider reelection of Directors; to receive the Annual Report and audited financial statements of the company (incorporating the reports of the Directors and Auditor) for the year ended 31 December 2023; to approve the Directors' Remuneration Report; to adopt the Directors' Remuneration Policy; to approve a final dividend for the year ended 31 December 2023; to re-appoint PricewaterhouseCoopers LLP (PwC) as auditor of the company and fix their remuneration; to approve authority to allot shares; to consider authority to purchase own shares; and to consider other matters.
Declared Dividend • Mar 11Final dividend of UK£0.12 announcedShareholders will receive a dividend of UK£0.12. Ex-date: 5th June 2024 Payment date: 12th July 2024 Dividend yield will be 2.0%, which is lower than the industry average of 5.1%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 47% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 10Full year 2023 earnings released: EPS: UK£0.30 (vs UK£0.095 in FY 2022)Full year 2023 results: EPS: UK£0.30 (up from UK£0.095 in FY 2022). Revenue: UK£3.19b (up 41% from FY 2022). Net income: UK£419.0m (up 203% from FY 2022). Profit margin: 13% (up from 6.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 125% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 08+ 1 more updateInforma plc Recommends Dividend for Fiscal Year 2023, Payable on July 12,2024Informa plc recommended a final dividend of 12.2 pence per share for Fiscal year 2023 (2022: 6.8 pence per share). The final dividend is scheduled to be paid on 12 July 2024 to ordinary shareholders registered at the close of business on 6 June 2024. This will result in total dividends for the year of 18.0p per share (2022: 9.8 pence per share).
Recent Insider Transactions • Dec 11Key Executive recently sold €3.6m worth of stockOn the 6th of December, Stephen Carter sold around 400k shares on-market at roughly €8.93 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Stephen has been a net seller over the last 12 months, reducing personal holdings by €3.4m.
お知らせ • Nov 14+ 1 more updateInforma plc to Report Q4, 2023 Results on Mar 07, 2024Informa plc announced that they will report Q4, 2023 results on Mar 07, 2024
Upcoming Dividend • Aug 03Upcoming dividend of UK£0.058 per share at 1.7% yieldEligible shareholders must have bought the stock before 10 August 2023. Payment date: 15 September 2023. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (6.3%).
お知らせ • Jul 28Informa plc Recommends an Interim Dividend, Payable on 15 September 2023Informa plc announced For H1 2023, the Board has recommended an interim dividend of 5.8 pence per share (H1 2022: 3.0 pence per share). The interim dividend will be paid on 15 September 2023 to ordinary shareholders registered as at the close of business on 11 August 2023. The Dividend Reinvestment Plan (DRIP) will be available for the interim dividend and the last date for receipt of elections for the DRIP will be 29 August 2023.
Reported Earnings • Jul 28First half 2023 earnings released: EPS: UK£0.18 (vs UK£0.026 in 1H 2022)First half 2023 results: EPS: UK£0.18 (up from UK£0.026 in 1H 2022). Revenue: UK£1.52b (up 53% from 1H 2022). Net income: UK£253.5m (up UK£214.4m from 1H 2022). Profit margin: 17% (up from 3.9% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 118% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
Board Change • Jul 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Andy Ransom was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 15Informa plc Provides Group Revenue Guidance for the Year 2023Informa plc provided group revenue guidance for the year 2023. The company is increasing 2023 Reported Group Revenue guidance to a range of £2.95 billion to £3.05 billion.
Upcoming Dividend • May 25Upcoming dividend of UK£0.068 per share at 1.9% yieldEligible shareholders must have bought the stock before 01 June 2023. Payment date: 14 July 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (6.6%).
お知らせ • May 20Informa plc (LSE:INF) acquired Winsight, LLC from HPS Investment Partners, LLC for enterprise value of approximately $380 million.Informa plc (LSE:INF) acquired Winsight, LLC from HPS Investment Partners, LLC for enterprise value of approximately $380 million on May 18, 2023. Earn-up of $20 million, payable subject to the delivery of stretch revenue and EBITDA growth targets. Winsight CEO Mike Wood will continue to lead the business which will become part of the Informa Connect division. Winsight will continue to operate business as usual through 2023 and will rebrand as Informa in the new year once integration planning is complete. Winsight was advised by Amir Akhavan of BrightTower (exclusive financial advisor) and Latham & Watkins LLP (legal advisor). BofA Securities acted as financial advisor to Informa plc (LSE:INF). Informa plc (LSE:INF) completed the acquisition of Winsight, LLC from HPS Investment Partners, LLC on May 18, 2023. Benjamin Sibbett, Kevin Colan, Howard Adler, Paul Koppel, Brian Concklin, David Michnal, Megan Gordon, Renee Latour, Catherine Ennis, Jacqueline Landells, Daryl Fairbairn, Victoria Manthas, James Grayer, and Anthony Candido of Clifford Chance US LLP acted as legal advisors to Informa plc in the deal.
Buying Opportunity • Apr 05Now 21% undervaluedOver the last 90 days, the stock is up 7.9%. The fair value is estimated to be €9.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.8% over the last 3 years. Earnings per share has grown by 63%. Revenue is forecast to grow by 31% in 2 years. Earnings is forecast to grow by 154% in the next 2 years.
Recent Insider Transactions • Mar 16Key Executive recently bought €170k worth of stockOn the 13th of March, Stephen Carter bought around 23k shares on-market at roughly €7.53 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Stephen has been a buyer over the last 12 months, purchasing a net total of €172k worth in shares.
Buying Opportunity • Mar 15Now 23% undervaluedOver the last 90 days, the stock is up 2.0%. The fair value is estimated to be €9.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.8% over the last 3 years. Earnings per share has grown by 63%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings is also forecast to grow by 37% per annum over the same time period.
Reported Earnings • Mar 10Full year 2022 earnings released: EPS: UK£0.095 (vs UK£0.052 in FY 2021)Full year 2022 results: EPS: UK£0.095 (up from UK£0.052 in FY 2021). Revenue: UK£2.26b (up 26% from FY 2021). Net income: UK£138.3m (up 78% from FY 2021). Profit margin: 6.1% (up from 4.3% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 14Informa plc Revises Earnings Guidance for the Year 2022Informa plc revised earnings guidance for the year 2022. For the period, the company revised guidance range to Revenue of £2,300 million -£2,350 million against Previous guidance was for Revenue of £2,150 million -£2,250 million.
お知らせ • Nov 02Norstella completed the acquisition of Informa Business Intelligence, Inc. from Informa plc (LSE:INF).Norstella agreed to acquire Citeline from Informa plc (LSE:INF) on June 28, 2022. The merger is subject to customary closing conditions and regulatory approvals and is expected to close in the second half of 2022. Jefferies acted as financial advisor to Citeline in the transaction. Adrian Maguire; Keir MacLennan; Dan Clarke; Keri Schick Norton; Jiri Peterka; George Rawlinson; Steven Hunter; Sherlin Wong; Moose Sarfraz; Mo Green; Ben Hai; Shannon Sherman; Tom Lawless; Dylan Mason; Marin Boney; Philipp Gnatzy; and Savannah Malnar-Cole of Kirkland & Ellis acted as legal advisor to Citeline. Norstella completed the acquisition of Informa Business Intelligence, Inc. from Informa plc (LSE:INF) on November 1, 2022.
お知らせ • Oct 08+ 1 more updateInforma plc to Report Fiscal Year 2022 Results on Mar 09, 2023Informa plc announced that they will report fiscal year 2022 results on Mar 09, 2023
お知らせ • Aug 06Montagu Private Equity LLP agreed to acquire 80% stake in Shipping News Business Maritime Intelligence from Informa plc (LSE:INF) for approximately £390 million.Montagu Private Equity LLP agreed to acquire 80% stake in Shipping News Business Maritime Intelligence from Informa plc (LSE:INF) for approximately £390 million on August 4, 2022. Transaction is subject to subject to finalization of working capital and capital structure. In 2021, Maritime Intelligence reported Gross assets were approximately £100 million. Centerview Partners LLC acted as financial advisor to financial advisor to Informa Plc in the transaction. Alex Woodward, Marly Didizian, Yohan Liyanage, Simon Kerr-Davis, Jamie Coomber, Neil Hoolihan, and Daniel Law of Linklaters LLP acted as legal advisor to Montagu. Katherine Moir, Steven Fox, Zayed Al Jamil, Chinwe Odimba-Chapman and Nicola Hemsley of Clifford Chance LLP acted as legal advisor to Informa.
Reported Earnings • Aug 05First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (up UK£91.3m from 1H 2021). Profit margin: (up from net loss in 1H 2021). Over the next year, revenue is forecast to grow 9.0%, compared to a 8.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 9% per year.
Upcoming Dividend • Aug 04Upcoming dividend of UK£0.03 per shareEligible shareholders must have bought the stock before 11 August 2022. Payment date: 09 September 2022. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (8.1%).
お知らせ • Jul 21Montagu Private Equity LLP agreed to acquire Emerging Portfolio Fund Research, Inc. from Informa plc (LSE:INF) for approximately $190 million.Montagu Private Equity LLP agreed to acquire Emerging Portfolio Fund Research, Inc. from Informa plc (LSE:INF) for approximately $190 million on July 19, 2022. The consideration will be paid in cash. In 2021, Emerging Portfolio Fund Research delivered revenues of £17.2 million ($20.54 million) and gross assets of £43.6 million ($52.1 million). In 2021, EPFR accounted for approximately 6% of reported adjusted operating profit of £109.8 million ($131.14 million).
お知らせ • Jul 20Informa plc (LSE:INF) entered into a definitive agreement to acquire Industry Dive, Inc. from Falfurrias Capital Partners, LP for approximately $530 million.Informa plc (LSE:INF) entered into a definitive agreement to acquire Industry Dive, Inc. from Falfurrias Capital Partners, LP for approximately $530 million on July 19, 2022. The initial cash consideration being paid is $389 million. The agreement includes a significant earn-up element, which is designed to drive further growth acceleration. If the earn-up growth acceleration plan is delivered in full, it could see total consideration increase to $525 million by 2024. As of July 19, 2022, Industry Dive reported a revenue of $81.9 million, total assets of $149 million and Profit before tax of $4.1 million for the period ended December 31, 2021. Industry Dive will remain a standalone business at Informa within its Informa Tech division. The transaction is subjected to regulatory approvals and customary closing conditions. The transaction is anticipated to close during the third quarter of 2022. BrightTower LLC acted as financial advisor to Industry Dive and Falfurrias Capital Partners. K&L Gates LLP acted as legal advisor to Industry Dive and Falfurrias Capital Partners.
お知らせ • Jul 19Informa plc re-confirms Earnings Guidance for the Full Year 2022Informa plc in June, raised full year expectations for the Informa Group to the upper end of the guidance range provided at the 2021 Full Year Results in March (Revenue of £2,150 million -£2,250 million and adjusted operating profit of £470 million -£490 million).
お知らせ • Jun 16Stephen Davidson Not to Stand for Re-Election as Non-Executive Director of Informa plcInforma plc announced that Stephen Davidson, who has been a Non-Executive Director on the Board for the past seven years and who was appointed as Chair of Calnex Solutions plc alongside his other responsibilities, will not seek re-election as an Informa Director at AGM to be held on 16 June 2022.
お知らせ • Jun 02Warburg Pincus LLC and Mubadala Investment Company PJSC completed the acquisition of an 85% stake in Pharma Intelligence from Informa plc (LSE:INF).Warburg Pincus LLC and Mubadala Investment Company PJSC signed a binding agreement to acquire 85% stake in Pharma Intelligence from Informa plc (LSE:INF) for £1.7 billion on February 10, 2022. Informa will retain 15% ownership in Pharma Intelligence. Pharma Intelligence reported gross assets of £479.9 million as at June 30, 2021. The acquisition is expected to complete in early June 2022, subject to any relevant regulatory clearances. The deal is subject to Informa plc (LSE:INF) board approval. As of February 10, 2022 Informa plc (LSE:INF) board approved the deal. BofA Securities acted as financial advisor to Informa. Centerview Partners acted as financial advisor to Informa plc. Clifford Chance LLP acted as legal advisor to Informa plc in the transaction. Adrian Maguire, Dan Clarke, Keir MacLennan; Keri Schick Norton, Neel V. Sachdev, Eric J. Wedel, P.C., Ben Steadman, Stefan Arnold-Soulby, Peter Abbott, Sam Trowbridge, Paula Riedel, Matthew Sinclair-Thomson and Jenny Wilson of Kirkland & Ellis acted as legal advisor to Warburg Pincus. Warburg Pincus LLC and Mubadala Investment Company PJSC completed the acquisition of an 85% stake in Pharma Intelligence from Informa plc (LSE:INF) on June 1, 2022.
Reported Earnings • Apr 28Full year 2021 earnings released: EPS: UK£0.052 (vs UK£0.73 loss in FY 2020)Full year 2021 results: EPS: UK£0.052 (up from UK£0.73 loss in FY 2020). Revenue: UK£1.80b (up 8.3% from FY 2020). Net income: UK£77.9m (up UK£1.12b from FY 2020). Profit margin: 4.3% (up from net loss in FY 2020). Over the next year, revenue is forecast to grow 22%, compared to a 8.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Yin Zheng was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 16Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: UK£0.052 (up from UK£0.73 loss in FY 2020). Revenue: UK£1.80b (up 8.3% from FY 2020). Net income: UK£77.9m (up UK£1.12b from FY 2020). Profit margin: 4.3% (up from net loss in FY 2020). Revenue missed analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 19%, compared to a 8.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 11Warburg Pincus LLC agreed to acquire 85% stake in Pharma Intelligence from Informa plc (LSE:INF) for £1.7 billion.Warburg Pincus LLC and Mubadala Investment Company PJSC signed a binding agreement to acquire 85% stake in Pharma Intelligence from Informa plc (LSE:INF) for £1.7 billion on February 10, 2022. Informa will retain 15% ownership in Pharma Intelligence. Pharma Intelligence reported gross assets of £479.9 million as at June 30, 2021. The acquisition is expected to complete in early June 2022, subject to any relevant regulatory clearances. The deal is subject to Informa plc (LSE:INF) board approval. As of February 10, 2022 Informa plc (LSE:INF) board approved the deal.
Board Change • Jan 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Yin Zheng was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Dec 18Independent Non-Executive Director recently bought €58k worth of stockOn the 16th of December, David Flaschen bought around 10k shares on-market at roughly €5.76 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
お知らせ • Dec 09Informa plc (LSE:INF) acquired Netline Corporation.Informa plc (LSE:INF) acquired Netline Corporation on December 7, 2021. Netline's founder, Alvin and the entire NetLine team will join Informa Tech, a division of Informa plc, under the leadership of Gary Nugent, Chief Executive Officer of Informa. BrightTower LLC acted as financial advisor to Informa plc. Informa plc (LSE:INF) completed the acquisition of Netline Corporation on December 7, 2021.
お知らせ • Dec 02Randall-Reilly, LLC acquired Asset Intelligence Business Unit from Informa plc (LSE:INF).Randall-Reilly, LLC acquired Asset Intelligence Business Unit from Informa plc (LSE:INF) on December 1, 2021. Lazard Ltd (NYSE:LAZ) acted as financial advisor to Randall-Reilly, LLC. Randall-Reilly, LLC completed the acquisition of Asset Intelligence Business Unit from Informa plc (LSE:INF) on December 1, 2021.
Board Change • Nov 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Louise Smalley was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jul 30First half 2021 earnings released: UK£0.061 loss per share (vs UK£0.57 loss in 1H 2020)The company reported a decent first half result with reduced losses and improved control over expenses, although revenues were weaker. First half 2021 results: Revenue: UK£688.9m (down 15% from 1H 2020). Net loss: UK£91.3m (loss narrowed 88% from 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance.
Executive Departure • Jun 09Senior Independent Non-Executive Director Gareth Bullock has left the companyOn the 3rd of June, Gareth Bullock's tenure as Senior Independent Non-Executive Director ended after 7.0 years in the role. As of March 2021, Gareth still personally held 18.01k shares (€120k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 5.04 years.
Executive Departure • Jun 09Non-Executive Chairman Derek Mapp has left the companyOn the 3rd of June, Derek Mapp's tenure as Non-Executive Chairman ended after 17.1 years in the role. As of March 2021, Derek still personally held 216.94k shares (€1.4m worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 5.04 years.
お知らせ • Apr 28Informa plc (LSE:INF) and Inflexion Private Equity Partners LLP entered into an agreement to acquire Novantas, Inc.Informa plc (LSE:INF) and Inflexion Private Equity Partners LLP entered into an agreement to acquire Novantas, Inc. on April 26, 2021. As per the transaction, Informa will acquire Novantas on a cash and debt free basis. Informa will combine its existing FBX business with Novantas. At the date of acquisition, Informa will own 57% of the combined business. Inflexion and Novantas shareholders will also hold significant minority stakes in the combined business. The transaction is expected to be completed by the end of June 2021, subject to customary regulatory approvals. Marlin & Associates Holding LLC acted as financial advisor to Novantas, Inc.
Reported Earnings • Apr 24Full year 2020 earnings released: UK£0.73 loss per share (vs UK£0.18 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: UK£1.66b (down 43% from FY 2019). Net loss: UK£1.04b (down UK£1.27b from profit in FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 97 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 03Informa plc Announces Board ChangesInforma plc announced an update in relation to the Board, including Gareth Bullock stepping down as a Non-Executive Director at the Annual General Meeting in June and the immediate appointment of Patrick Martell as an Executive Director. Gareth Bullock has decided not to stand for re-election at this year's AGM, in order to focus on other interests. Separately, Patrick Martell joins the Board on 1 March 2021 as an Executive Director, having successfully led the Informa Intelligence Division, helping to transform a disparate collection of brands with shrinking revenues into an international digital subscription business with strong renewal rates and consistent underlying growth. Patrick also led on the effective integration of Penton Information Services in 2016/2017. In his current role as Group Chief Operating Officer, Patrick's remit includes responsibility for driving digital product and service acceleration more broadly. Another Non-Executive Board member, Gill Whitehead, who has a background in digital, data and analytics at Google and Channel Four, is currently acting as a Non-Executive advisor on Informa's Smart Connections initiative, which is chaired by Patrick, and brings together a collection of collaborative digital acceleration projects across the Group's Events-led businesses.
Is New 90 Day High Low • Jan 08New 90-day high: €6.65The company is up 45% from its price of €4.60 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.43 per share.
お知らせ • Jan 06+ 1 more updateInforma Announces Board ChangesInforma announced that the Board, led by Senior Independent Non-Executive Director, Gareth Bullock, and working in partnership with external advisors Spencer Stuart, has confirmed the appointment of John Rishton as the next Chair of the Informa Group, succeeding Derek Mapp. Mr. Rishton, who has extensive international executive experience, brings significant non-executive Board experience to the role from his time on the Board of Unilever, as Chair-elect at Serco, and his period as Chair of the Audit Committee and Non-Executive Director at Informa. He will take over as Chair at the Annual General Meeting in June 2021, allowing for a managed handover period. In June, Gill Whitehead, who has served on Informa's Audit Committee over the last year, will take over from John Rishton as Chair of the Audit Committee.
Is New 90 Day High Low • Nov 07New 90-day high: €5.04The company is up 10.0% from its price of €4.58 on 07 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.26 per share.
Is New 90 Day High Low • Oct 21New 90-day high: €4.78The company is up 2.0% from its price of €4.71 on 23 July 2020. The German market is down 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.26 per share.
お知らせ • Sep 22Informa plc Proposes No Interim Dividend for the Six Months Ended 30 June 2020Informa plc announced that there is no proposed interim dividend for the six months ended 30 June 2020.
Is New 90 Day High Low • Sep 22New 90-day low: €3.98The company is down 24% from its price of €5.25 on 24 June 2020. The German market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.29 per share.
Reported Earnings • Sep 22First half earnings releasedOver the last 12 months the company has reported total losses of UK£718.3m, with earnings decreasing by UK£1.02b from the prior year. Total revenue was UK£2.30b over the last 12 months, down 19% from the prior year.
お知らせ • Aug 09Informa plc to Report First Half, 2020 Results on Sep 21, 2020Informa plc announced that they will report first half, 2020 results on Sep 21, 2020
お知らせ • Jul 31Informa plc (LSE : INF) completed the acquisition of Research Division of Informa Tech.Informa plc (LSE : INF) agreed to acquire Research Division of Informa Tech on August 31, 2019. Omdia is a global technology research powerhouse, established following the merger of the Research Division of Informa Tech (Ovum, Heavy Reading and Tractica) and the acquired IHS Markit technology research portfolio. The majority of IHS Markit technology research products and solutions were acquired by Informa in August 2019 and are now part of Omdia Informa plc (LSE : INF) completed the acquisition of Research Division of Informa Tech on August 31, 2019.