View ValuationPearson 将来の成長Future 基準チェック /16Pearson利益と収益がそれぞれ年間8.9%と4.4%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13.5% 11.2%なると予測されています。主要情報8.9%収益成長率11.24%EPS成長率Consumer Services 収益成長15.7%収益成長率4.4%将来の株主資本利益率13.55%アナリストカバレッジGood最終更新日08 May 2026今後の成長に関する最新情報お知らせ • Feb 27+ 3 more updatesPearson plc Provides Earnings Guidance for the Full Year 2026Pearson plc provided earnings guidance for the full year 2026. The company expected group sales growth of Mid-single digit growth. Assessment & Qualifications: Low to mid-single digit growth, driven by new contracts, products and pricing. First Quarter to decline due to the loss of the New Jersey contract and PDRI headwinds, returning to growth in subsequent quarters supported by new business and recently awarded contracts. Virtual Learning: Stronger growth than 2025, particularly in H1, driven by a full year of enrolment growth. Higher Education: Will grow more than 2025, supported by continued product and platform innovation, pricing and Inclusive Access in core US courseware business, with improvement in the K12 channel. English Language Learning:Higher growth than 2025 driven by market share gains and pricing, with PTE returning to growth. Growth will again be Fourth Quarter weighted given the seasonality of the business.お知らせ • Oct 17Pearson plc Provides Sales Guidance for the Full Year 2025Pearson plc provided sales guidance for the full year 2025. The company expected group sales growth in line with market expectations for 2025 with stronger sales growth in fourth quarter. Assessment & Qualifications sales to grow low to mid-single digit. Growth will be fourth quarter weighted due to new and renewed contracts. Virtual Learning return to growth in H2, and for the full year, driven by enrolment increases, partially from new school openings, for the 2025/26 academic year. Higher Education sales growth in 2025 will be higher than in 2024 as the company build on the successful results of the company sales team transformation and product innovations, particularly using AI. English Language Learning sales growth will moderate given the impacts of elections on immigration rates in 2025 affecting the company PTE business. The company expected growth to be fourth quarter weighted. The company remain confident in the medium term outlook given demographic projections. Enterprise Learning & Skills sales to grow high single digit with Vocational Qualifications seeing solid growth and the addition of several new contracts for Enterprise Solutions. Growth will be supported by recent customer announcements and pipeline activity.お知らせ • May 02Pearson plc Provides Group Earnings Guidance for the First Half, Second Half and Full Year of 2025Pearson plc provided group earnings guidance for the first half, second half and full year of 2025. For the year, the group expects sales to be In line with market expectations. The company expects low single-digit sales growth in first half with stronger growth in second half.Price Target Changed • Jan 17Price target increased by 7.8% to UK£13.29Up from UK£12.32, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of UK£12.89. Stock is up 36% over the past year. The company is forecast to post earnings per share of UK£0.55 for next year compared to UK£0.53 last year.すべての更新を表示Recent updatesお知らせ • May 04Pearson plc Approves to Elect Simon Robson as Director, Effective 8 May 2026Pearson plc approved to elect Simon Robson as director with effect from 8 May 2026.ナラティブの更新 • Apr 26PSON: AI Partnership And Buybacks Will Support Steady Cash Flow ProfileThe updated analyst price target for Pearson edges higher to about £11.70, with analysts pointing to modest tweaks in revenue growth, profit margin and P/E assumptions, as well as mixed recent Street targets that reflect both model refinements and shifts to peer group valuation multiples. Analyst Commentary Recent Street research on Pearson points to mixed but generally constructive views around valuation, execution and forecast assumptions, with small price target moves reflecting tweaks to models rather than wholesale shifts in conviction.ナラティブの更新 • Apr 08PSON: AI Partnerships And Buybacks Will Support Future Cash Flow ResilienceAnalysts have trimmed Pearson's average price target, with recent cuts to about £13.90 and £11.20 per share. These changes reflect closer alignment of valuation multiples with media peers and slightly softer outer year revenue assumptions, even as profit forecasts stay broadly intact.お知らせ • Mar 26Pearson plc, Annual General Meeting, May 01, 2026Pearson plc, Annual General Meeting, May 01, 2026. Location: the companys registered office, 80 strand, wc2r 0rl, london United Kingdomナラティブの更新 • Mar 25PSON: AI Partnerships And Buybacks Will Support Future Earnings ResilienceAnalysts have trimmed Pearson's aggregated price target, with moves such as BofA cutting to £13.90 from £15.70 and several peers nudging targets slightly lower. The changes mainly reflect alignment with sector peer multiples and modestly reduced outer year revenue assumptions, while profit expectations are left broadly intact.ナラティブの更新 • Mar 11PSON: AI Partnerships And Buyback Programme Will Support Future UpsideAnalysts have lowered their Pearson price targets, with several reductions bringing the average implied value closer to peers at around £13.90. They have adjusted revenue assumptions slightly while keeping profit expectations broadly steady and are applying lower P/E multiples in line with the wider media group.Declared Dividend • Mar 02Final dividend increased to UK£0.17Dividend of UK£0.17 is 4.8% higher than last year. Ex-date: 19th March 2026 Payment date: 8th May 2026 Dividend yield will be 2.6%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (30% 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 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 28Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: UK£0.51 (down from UK£0.65 in FY 2024). Revenue: UK£3.58b (flat on FY 2024). Net income: UK£335.0m (down 23% from FY 2024). Profit margin: 9.4% (down from 12% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.新しいナラティブ • Feb 27AI Skilling Demand And Assessments Will Support Stable Margins And Fairly Priced SharesCatalysts About Pearson Pearson is a global education company focused on assessments, virtual schools, higher education courseware and workforce skills. What are the underlying business or industry changes driving this perspective?お知らせ • Feb 27+ 3 more updatesPearson plc Provides Earnings Guidance for the Full Year 2026Pearson plc provided earnings guidance for the full year 2026. The company expected group sales growth of Mid-single digit growth. Assessment & Qualifications: Low to mid-single digit growth, driven by new contracts, products and pricing. First Quarter to decline due to the loss of the New Jersey contract and PDRI headwinds, returning to growth in subsequent quarters supported by new business and recently awarded contracts. Virtual Learning: Stronger growth than 2025, particularly in H1, driven by a full year of enrolment growth. Higher Education: Will grow more than 2025, supported by continued product and platform innovation, pricing and Inclusive Access in core US courseware business, with improvement in the K12 channel. English Language Learning:Higher growth than 2025 driven by market share gains and pricing, with PTE returning to growth. Growth will again be Fourth Quarter weighted given the seasonality of the business.ナラティブの更新 • Feb 25PSON: AI Partnerships And Recent Buy Rating Will Support Future UpsideAnalysts have fine tuned their Pearson views, with recent Street research showing price targets adjusted around £14.20 and £13.00 as they factor in updated P/E assumptions and reassess how artificial intelligence risks are reflected in the share price. Analyst Commentary Bullish Takeaways Bullish analysts are comfortable maintaining an Overweight stance, even as JPMorgan trims its price target to £14.20 from £14.40, which still implies room for upside based on their current assumptions.ナラティブの更新 • Feb 10PSON: AI Partnerships And Fresh Buy Ratings Will Support Future UpsideNarrative Update on Pearson Analysts have trimmed their Pearson price target by £0.20 to £14.20, reflecting slightly higher discount-rate assumptions and fine tuning to margin and P/E inputs, with recent research highlighting a mix of cautious target adjustments and fresh Buy initiations on what some see as an attractive risk/reward setup around AI concerns. Analyst Commentary Recent research on Pearson presents a mix of optimism and caution, with target tweaks and new coverage reflecting different views on how the shares price in AI related risks and execution on growth plans.Buy Or Sell Opportunity • Feb 03Now 26% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to UK£8.95. The fair value is estimated to be UK£12.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 1.7% per annum over the same time period.ナラティブの更新 • Jan 27PSON: AI Partnerships And Recent Upgrades Will Support Future UpsideAnalysts have trimmed their fair value estimate for Pearson from £12.45 to about £12.07, citing slightly lower margin expectations. This comes even as assumptions for revenue growth and future P/E move higher, supported by a mix of recent target cuts and fresh Buy or upgrade calls from major banks.新しいナラティブ • Jan 24AI Skilling And Assessments Will Drive Long Term Value For This Education LeaderCatalysts About Pearson Pearson is a global education company focused on assessments, qualifications and learning services across schools, higher education, English language learning and workforce skills. What are the underlying business or industry changes driving this perspective?分析記事 • Jan 23Pearson (LON:PSON) Is Looking To Continue Growing Its Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...Buy Or Sell Opportunity • Jan 16Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to UK£9.39. The fair value is estimated to be UK£12.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 1.8% per annum over the same time period.お知らせ • Jan 14Pearson plc to Report Fiscal Year 2025 Results on Feb 27, 2026Pearson plc announced that they will report fiscal year 2025 results on Feb 27, 2026ナラティブの更新 • Jan 11PSON: AI Partnerships And Global Education Demand Will Support Future UpsideThe updated analyst price target for Pearson, now set around £12.45 from £12.51, reflects small refinements to assumptions on discount rate, revenue growth and profit margins, as analysts weigh a higher Street target of £13.30 alongside views that the shares are fairly valued for a mid single digit growth profile. Analyst Commentary Recent Street research gives you a split view on Pearson, with some focusing on upside as the shares track higher targets and others stressing that the current price already reflects a mid single digit growth profile.Recent Insider Transactions Derivative • Jan 08CEO & Executive Director exercised options and sold UK£546k worth of stockOn the 2nd of January, Omar Abbosh exercised 472.95k options at around UK£0.0000082, then sold 52k of the shares acquired at an average of UK£10.50 per share and kept the remainder. For the year to December 2024, Omar's total compensation was 6% salary and 94% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Omar's direct individual holding has increased from 384.85k shares to 805.78k. Company insiders have collectively sold UK£542k more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Jan 03Does Pearson (LON:PSON) Deserve A Spot On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...ナラティブの更新 • Dec 27PSON: AI Partnerships Will Drive Long Term Global Education UpsideAnalysts have nudged our Pearson price target slightly higher to £13.30 from £13.10, reflecting confidence in the company’s steady mid single digit growth prospects and solid positioning in the global education market, even as its current valuation is viewed as broadly fair. Analyst Commentary Bullish analysts highlight Pearson's improving fundamentals and consistent execution against its strategic priorities, which have supported the modest upward revision in the price target.分析記事 • Dec 16We Think Pearson (LON:PSON) Can Stay On Top Of Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...ナラティブの更新 • Dec 12PSON: Global Education Demand Will Drive Long Term Performance And UpsideThe analyst price target for Pearson has edged higher to approximately £12.51 from £12.49 as analysts cite slightly stronger long term revenue growth expectations and a modestly higher valuation multiple, despite a largely unchanged margin and risk outlook. Analyst Commentary Recent Street research on Pearson reflects a balanced mix of optimism around growth prospects and caution on valuation, leading to a modest upward drift in price targets rather than a wholesale change in sentiment.お知らせ • Dec 05Pearson plc Appoints Costis Maglaras to Audit Committee and the Reputation & Responsibility Committee, Effective from January 1, 2026Pearson PLC announced the following changes to the membership of its Board Committees. Costis Maglaras, Non-Executive Director, will be appointed to the Audit Committee and the Reputation & Responsibility Committee with effect from January 1, 2026.ナラティブの更新 • Nov 28PSON: Global Education Demand And New Partnerships Will Drive Strong PerformanceAnalysts have increased their price target for Pearson by £0.20 to £13.30. They cite continued growth prospects in global education, balanced by what they view as a fair valuation for the shares.お知らせ • Nov 19Pearson Launches AI-Powered Communication Coach to Transform Everyday Work into Continuous LearningPearson announced the launch of Communication Coach, an AI-powered learning product developed as part of the company's co-innovation efforts with Microsoft. Integrated into Microsoft 365, Communication Coach is designed to improve the communication ability of both native English and non-native English speakers and can be adapted to any level of professional looking to improve their communication skills. Pearson's Communication Coach analyzes an employee's speech, communication data, and meeting interactions. It then combines that data with Pearson's trusted learning science and learning content. As a result, the Communication Coach delivers real-time tips and feedback on grammar, vocabulary, tone, expression, clarity and professional interactions. Communication Coach is underpinned by Pearson's skills intelligence engine, which draws on data sets from Pearson properties like Faethm and Credly, the world's largest certification platform. In addition, the skills engine can draw on company specific platforms and can be fine-tuned with Microsoft 365 Copilot. Communication Coach is aligned with Pearson's Global Scale of English, the company's proprietary rubber to benchmark English language proficiency.ナラティブの更新 • Nov 14PSON: Global Education Demand Will Support Share Price MomentumThe analyst price target for Pearson has recently been raised slightly, increasing by £0.20 to £13.30. Analysts cite confidence in the company's margins and continued presence in the global education market, despite modestly slower growth expectations.Buy Or Sell Opportunity • Nov 06Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.7% to UK£10.03. The fair value is estimated to be UK£12.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to grow by 0.5% in the next 2 years.分析記事 • Oct 30Pearson plc's (LON:PSON) Business Is Yet to Catch Up With Its Share PriceIt's not a stretch to say that Pearson plc's ( LON:PSON ) price-to-earnings (or "P/E") ratio of 15.8x right now seems...お知らせ • Oct 27Pearson plc Appoints Costis Maglaras as Independent Non-Executive Director, with Effect from 1 November 2025Pearson announced the appointment of Costis Maglaras as independent Non-Executive Director, with effect from 1 November 2025. Costis has held significant leadership positions within higher education and brings significant expertise in business transformation in an era of innovation and AI. Costis is Dean of Columbia Business School, where he is also the David and Lyn Silfen Professor of Business. As a trained technologist he has a focus on enhancing curriculum and learning to meet the demands of the rapidly changing global business landscape and fostering a greater understanding of the role of technological breakthroughs in solving business challenges. His fields of expertise include the impact of transformative technologies such as neural networks, machine vision, blockchain, AI, and robotics. Costis has been with Columbia Business School since 1998, during which time he also has consulted extensively at Goldman Sachs, Bank of America and Mismi Inc, on topics such as algorithmic trading. Costis earned Ph.D. and Master's degrees in Electrical Engineering from Stanford University, along with a Bachelor's degree in Electrical Engineering from Imperial College London.お知らせ • Oct 17Pearson plc Provides Sales Guidance for the Full Year 2025Pearson plc provided sales guidance for the full year 2025. The company expected group sales growth in line with market expectations for 2025 with stronger sales growth in fourth quarter. Assessment & Qualifications sales to grow low to mid-single digit. Growth will be fourth quarter weighted due to new and renewed contracts. Virtual Learning return to growth in H2, and for the full year, driven by enrolment increases, partially from new school openings, for the 2025/26 academic year. Higher Education sales growth in 2025 will be higher than in 2024 as the company build on the successful results of the company sales team transformation and product innovations, particularly using AI. English Language Learning sales growth will moderate given the impacts of elections on immigration rates in 2025 affecting the company PTE business. The company expected growth to be fourth quarter weighted. The company remain confident in the medium term outlook given demographic projections. Enterprise Learning & Skills sales to grow high single digit with Vocational Qualifications seeing solid growth and the addition of several new contracts for Enterprise Solutions. Growth will be supported by recent customer announcements and pipeline activity.分析記事 • Oct 13Is There An Opportunity With Pearson plc's (LON:PSON) 21% Undervaluation?Key Insights Using the 2 Stage Free Cash Flow to Equity, Pearson fair value estimate is UK£13.38 Pearson's UK£10.52...分析記事 • Sep 30Here's Why Pearson (LON:PSON) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...分析記事 • Sep 09Pearson (LON:PSON) Shareholders Will Want The ROCE Trajectory To ContinueWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...お知らせ • Aug 29Pearson Expands AI-Powered Study Prep in Canada, Supporting Personalized Learning to Build A Skilled WorkforcePearson has expanded its AI-powered Study Prep tool to Canada, making it available to over 1.5 million higher education students in the country. This launch is part of Study Prep's 2025 international expansion. Study Prep leverages AI and trusted video content to provide personalized, on-demand academic support across more than 25 subjects. Study Prep's expansion will offer personalized learning and quality AI-powered tools to help Canadian students succeed in the classroom and gain the skills needed to build a stronger, future-ready Canadian workforce. Study Prep helps support Canada's commitment to innovation in education by providing a tool that will aide instructors and students by bringing human expertise together with thoughtfully designed AI built for learning. Students have access to thousands of bite-sized video explanations and practice problems, assistance from expert human tutors, and AI-powered study tools. Study Prep's syllabus-matching technology creates personalized study plans tailored to any student's unique course. Students can engage directly with their video content by clicking on the "ask a question" button to automatically pause the video and have the embedded AI chat bot answer questions on those specific concepts. Students can also use the AI tutor to tackle challenging concepts with scaffolded step-by-step guidance all in the flow of learning. Study Prep offers support in the sciences, math, psychology, business, social sciences and more, complementing a full range of course materials that are assigned to higher education students. Pearson's application of generative AI is backed by learning science, vetted by subject matter experts, and shows tangible improved learning outcomes for students such as more active, engaged study and higher order recognition. With over 80% of products now digital or digitally enabled, Pearson is committed to the responsible application of AI to enhance the teaching and learning experience for educators, students, and employees.Buy Or Sell Opportunity • Aug 26Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.6% to UK£10.85. The fair value is estimated to be UK£13.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to grow by 1.8% in the next 2 years.Buy Or Sell Opportunity • Aug 08Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.7% to UK£10.75. The fair value is estimated to be UK£13.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to grow by 1.8% in the next 2 years.お知らせ • Aug 07Pearson Expands Ai-Powered Study Prep, Supporting Personalized Learning WorldwidePearson announced the international expansion of Study Prep, its AI-enhanced video learning experience that provides personalized study support across more than 25 academic subjects. Launched commercially globally in the first half of 2025, Study Prep will now reach students worldwide, including in Canada, Brazil, the UK, India, China, and South Africa. Study Prep's expansion represents a significant step toward broadening access to AI-powered learning resources around the world. Study Prep delivers a comprehensive learning experience, bringing human expertise together with thoughtfully designed AI purpose-built for learning. Students have access to thousands of bite-sized video explanations and practice problems, assistance from expert human tutors, and AI-powered study tools. Study Prep's curriculumabus-matching technology creates personalized study plans tailored to a student's unique course, as its AI Tutor helps students instantly tackle challenging concepts with scaffolded step-by-step guidance all in the flow of learning. Students can also engage directly with their video content by clicking on the "ask a question" button to automatically pause the video and have the embedded AI chat bot answer questions on those specific concepts. Study Prep offers support in the sciences, math, and psychology, with more disciplines being added soon. Study Prep complements traditional course materials, providing students with on-demand study support that aligns with the specific courses they're enrolled in. Pearson's application of generative AI is backed by learning science, vetted by subject matter experts, and shows tangible improved learning outcomes for students such as more active, engaged study and higher order recognition. With over 80% of products now digital or digitally enabled, Pearson is committed to the responsible application of AI to enhance the teaching and learning experience for educators, students, and employees.Declared Dividend • Aug 04First half dividend increased to UK£0.078Dividend of UK£0.078 is 5.4% higher than last year. Ex-date: 14th August 2025 Payment date: 15th September 2025 Dividend yield will be 2.1%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (25% 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 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Aug 03Pearson (LON:PSON) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Aug 03First half 2025 earnings released: EPS: UK£0.25 (vs UK£0.23 in 1H 2024)First half 2025 results: EPS: UK£0.25 (up from UK£0.23 in 1H 2024). Revenue: UK£1.72b (down 1.8% from 1H 2024). Net income: UK£164.0m (up 4.5% from 1H 2024). Profit margin: 9.5% (in line with 1H 2024). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 01+ 2 more updatesPearson plc Appoints Esther Lee to its Reputation & Responsibility Committee, Effective 1 August 2025Pearson plc announced that Esther Lee (Non-Executive Director) will be appointed to the Reputation & Responsibility Committee with effect from 1 August 2025.お知らせ • Jul 02Pearson plc to Report First Half, 2025 Results on Aug 01, 2025Pearson plc announced that they will report first half, 2025 results on Aug 01, 2025お知らせ • Jun 29Pearson plc Announces the Appointment of Arden Hoffman to Remuneration Committee and the Reputation & Responsibility Committee , Effective 1 July 2025Pearson plc announced that Arden Hoffman (Non-Executive Director) will be appointed to the Remuneration Committee and the Reputation & Responsibility Committee with effect from 1 July 2025.分析記事 • Jun 27Is Now The Time To Put Pearson (LON:PSON) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...お知らせ • Jun 13Pearson plc (LSE:PSON) signed an agreement to acquire eDynamic Holdings LP.Pearson plc (LSE:PSON) signed an agreement to acquire eDynamic Holdings LP on June 13, 2025. The consideration for eDynamic Learning will be funded from existing cash resources and available liquidity. Completion of the acquisition is expected to occur in H2 2025 subject to regular closing conditions, including any required regulatory filings or approvals.??Buy Or Sell Opportunity • Jun 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to UK£10.66. The fair value is estimated to be UK£13.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings are also forecast to grow by 2.8% per annum over the same time period.分析記事 • Jun 12A Look At The Fair Value Of Pearson plc (LON:PSON)Key Insights Pearson's estimated fair value is UK£13.41 based on 2 Stage Free Cash Flow to Equity Pearson's UK£10.85...New Risk • Jun 10New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.2% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Board Change • Jun 03Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 6 highly experienced directors. CEO & Executive Director Omar Abbosh was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 29Pearson Launches an AI-Powered Revision ToolPearson has launched an AI-powered revision tool that promises to transform how students prepare for their GCSE exams. This new AI tool, part of Pearson's longstanding strategic collaboration with Amazon Web Services (AWS) to accelerate AI learning, represents a significant advancement in revision technology. Developed using Amazon Bedrock, it seamlessly bridges traditional study methods with cutting-edge AI to help learners prepare for exams independently and potentially save hours in the process. The assistant launches with GCSE History, where rather than simply testing factual recall, the AI provides real-time feedback to help students improve answers and demonstrate the analytical and evaluative skills that will be assessed in exams. Expanding to more GCSE subjects throughout 2025, the exam practice assistant in Pearson Revise's online platform is among the first of its kind to fully connect both print and online revision material with AI-supported, personalised exam question practice. Designed to help the 1.2 million UK students in year 10 and 11 who revise for GCSEs every year, the tool has been developed with subject advisors to provide students with actionable insights and feedback on their written responses to questions. The new tool provides an array of unique features, including: Personalised, constructive feedback on long-form answers to practice exam-style questions - going beyond theiz-style approach that simply tests knowledge. Customisable feedback, enabling students to personalise how they receive feedback, and supporting learners with SEND by allowing control over the amount of information displayed. Recommendations for students and suggested areas for improvement. Options to create revision flashcards and reminders to take breaks. An online planner, progress tracker and quizzes to help guide revision focus. Initial student response to the exam practice assistant in the pilot stage has been overwhelmingly positive. One Year 11 GCSE student reported: 'a lot of students including myself struggle, especially with writing topics like English and history. There is a lot less out there that supports writing-based subjects. The exam practice assistant is helpful in getting instant feedback. whereas usually it's quite hard to find.分析記事 • May 28Pearson (LON:PSON) Is Experiencing Growth In Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...お知らせ • May 02Pearson plc Provides Group Earnings Guidance for the First Half, Second Half and Full Year of 2025Pearson plc provided group earnings guidance for the first half, second half and full year of 2025. For the year, the group expects sales to be In line with market expectations. The company expects low single-digit sales growth in first half with stronger growth in second half.お知らせ • Mar 31Pearson Announces Executive ChangesPearson announced that Dave Treat, Pearson's Chief Technology Officer, will assume leadership of the company's digital and technology operation alongside his current architectural and innovation responsibilities, effective April 7, 2025. Dave will continue to report to CEO Omar Abbosh and retain his title of Chief Technology Officer. Marykay Wells, who has led the Digital and Technology team as Chief Information Officer, has decided to leave Pearson, effective April 4, 2025. Dave joined Pearson nine months ago and spearheaded the establishment of the company's AI Center of Enablement, while also overseeing the Research & Development and Ventures teams. He brings to the role nearly 30 years of experience, with deep expertise in technology innovation, generative AI, spatial computing, Web 3, and quantum computing. Prior to joining Pearson, Dave held several senior technology roles at Deloitte, UBS Investment Bank, and Accenture. He holds more than 100 patents in distributed ledger technology, digital identity, and confidential computing. He also lends his expertise as an active member of CNBC's Technology Executive Council, the World Economic Forum'sGlobal Futures Council on Financial Education, and as a member of the transitional board of Arya. With his extensive expertise, Dave will play a crucial role in leveraging Pearson's strong technology foundation to scale the company's AI offerings, bolster its innovation pipeline, and improve collaboration across different business units. Dave has helped to found and has served on several technology and industry boards including the Linux Hyperledger Foundation, Linux Open Wallet Foundation, Digital Dollar Project and the Global Business Blockchain Council. Dave earned a Master's degree in Higher Education Administration from the University of Michigan and a degree in Psychology from the University of Pennsylvania. He will continue to be based in Connecticut, USA.お知らせ • Mar 27Pearson plc, Annual General Meeting, May 02, 2025Pearson plc, Annual General Meeting, May 02, 2025. Location: the companys registered office, 80 strand, wc2r 0rl, london United Kingdomお知らせ • Mar 07Pearson plc Appoints Arden Hoffman as an Independent Non-Executive Director, with Effect from 1 June 2025Pearson announced the appointment of Arden Hoffman as an independent Non-Executive Director, with effect from 1 June 2025. Arden has held significant leadership positions within high-profile organizations and brings to Pearson a strong expertise and business perspective on workforce and talent development in an era of innovation and AI. Arden is the Chief People Officer at General Motors, a position she has held since 2023. Arden leads GM's talent management and organisational development and plays a critical role in fostering a culture of innovation, ensuring the company attracts, retains, and develops top talent in a rapidly evolving industry. She brings to the Board a strong background in human resources and talent development in the global automotive, technology, and financial services sectors. Prior to General Motors, Arden served as Chief People Officer at Cruise and as Global Head of Human Resources at Dropbox, in addition to holding senior positions in HR at Google and Goldman Sachs. Arden earned an M.B. A from the Wharton School of the University of Pennsylvania and a bachelor's degree in Rhetoric from the University of California-Berkeley.Declared Dividend • Mar 03Final dividend increased to UK£0.17Dividend of UK£0.17 is 5.7% higher than last year. Ex-date: 20th March 2025 Payment date: 9th May 2025 Dividend yield will be 1.8%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (31% 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 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.新しいナラティブ • Mar 02AI Integration And AWS Partnership Will Transform Future Of Education Partnership with AWS and AI integration will enhance learning experiences, operational efficiency, and support revenue and margin growth. お知らせ • Mar 01+ 1 more updatePearson plc Announces Executive ChangesPearson plc announced the appointment of Sharon Hague, currently Managing Director of the company’s US Student Assessment and UK & International Qualifications businesses, as the new President of English Language Learning, effective March 2025. Sharon will become a member of the Pearson Executive Leadership team, reporting to CEO Omar Abbosh. Gio Giovannelli, current President of English Language Learning, has decided to leave Pearson following a thorough transition. Gio has been instrumental in driving strong financial and operational performance, including accelerated revenue growth in the company’s English Language Learning business unit.Reported Earnings • Feb 28Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: UK£0.65 (up from UK£0.53 in FY 2023). Revenue: UK£3.55b (down 3.3% from FY 2023). Net income: UK£434.0m (up 15% from FY 2023). Profit margin: 12% (up from 10% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 14%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 31% per year.お知らせ • Feb 28Pearson plc Proposes Final Dividend for the Year 2024, Payable on 9 May 2025Pearson plc proposed a final dividend for 2024 of 16.6 pence bringing the total paid and payable in respect of 2024 to 24.0 pence. This final 2024 dividend, which was approved by the Board in February 2025, is subject to approval at the forthcoming AGM. For 2024, the dividend is covered 2.6 times by adjusted earnings. The final dividend will be paid on 9 May 2025 to shareholders who are on the register of members at close of business on 21 March 2025 (the Record Date). Shareholders may elect to reinvest their dividend in the Dividend Reinvestment Plan (DRIP). The last date for receipt of DRIP elections and revocations will be 15 April 2025.Price Target Changed • Jan 17Price target increased by 7.8% to UK£13.29Up from UK£12.32, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of UK£12.89. Stock is up 36% over the past year. The company is forecast to post earnings per share of UK£0.55 for next year compared to UK£0.53 last year.お知らせ • Jan 16+ 1 more updatePearson plc to Report Fiscal Year 2024 Results on Feb 28, 2025Pearson plc announced that they will report fiscal year 2024 results on Feb 28, 2025Buy Or Sell Opportunity • Jan 13Now 20% undervaluedOver the last 90 days, the stock has risen 24% to UK£12.70. The fair value is estimated to be UK£15.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 19%. Revenue is forecast to grow by 8.3% in 2 years. Earnings are forecast to grow by 26% in the next 2 years.Buy Or Sell Opportunity • Dec 19Now 20% undervaluedOver the last 90 days, the stock has risen 23% to UK£12.66. The fair value is estimated to be UK£15.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 19%. Revenue is forecast to grow by 8.2% in 2 years. Earnings are forecast to grow by 26% in the next 2 years.お知らせ • Oct 01Pearson Unveils Generative AI Foundations CertificationPearson announced the launch of its Generative AI Foundations certification. The program is designed to equip professionals and students, including high schoolers, with the essential skills needed to work with generative artificial intelligence (Gen AI) technologies. The certification demonstrates a formal level of Gen AI proficiency for employers who are increasingly using AI tools to boost productivity, efficiency, and workflow. Demand for generative AI skill is skyrocketing across industries and employers are increasingly making it a requirement. According to the 2024 Work Trend Index Annual Report from Microsoft and LinkedIn, 66% of business leaders indicate they would not hire candidates lacking AI skills. Additionally, 71% prefer to hire a less experienced candidate who possesses AI skills over a more experienced one without them. Developed by Certiport, a Pearson VUE business, and a leader in career and skills credentialing, the Generative AI Foundations certification is part of its broader Critical Career Skills portfolio. This initiative provides both training and certification for learners, creating a one-stop shop for AI education and other in-demand skills like communication. To help ensure the certification reflects current industry demands, Pearson has partnered with Mindstone, a global leader in AI training. Mindstone's practical AI application training enhances the relevance and value of Pearson's Generative AI Foundations certification for learners at all stages in their careers. The Generative AI Foundations certification will be available starting October 1 through Mindhub and Certiport. It will also be delivered on Pearson VUE's online testing platform (OnVUE), and in test centers within the Certiport network. Flexible purchasing options are available. This new certification will validate an individual's proficiency in key areas such as: Understanding generative AI methods and models; Mastering the basics of prompt engineering and prompt refinement--a universal process of inquiry with Gen AI systems; Grasping the societal impact of AI, including recognizing bias and understanding privacy concerns.Declared Dividend • Jul 31First half dividend increased to UK£0.074Dividend of UK£0.074 is 5.7% higher than last year. Ex-date: 8th August 2024 Payment date: 16th September 2024 Dividend yield will be 2.2%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (46% earnings payout ratio) and cash flows (32% 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 43% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 30First half 2024 earnings released: EPS: UK£0.23 (vs UK£0.26 in 1H 2023)First half 2024 results: EPS: UK£0.23 (down from UK£0.26 in 1H 2023). Revenue: UK£1.75b (down 6.7% from 1H 2023). Net income: UK£157.0m (down 16% from 1H 2023). Profit margin: 9.0% (in line with 1H 2023). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Consumer Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 23Pearson Announces Appointment of Ginny Cartwright Ziegler as Chief Marketing OfficerPearson announced the appointment of Ginny Cartwright Ziegler as Chief Marketing Officer. Ginny will report to CEO Omar Abbosh and will lead the next generation of the company’s work in marketing, brand and communications, effective 29 July 2024. Ginny succeeds Lynne Frank, who is stepping down from her dual role as Chief Marketing Officer and Co-President, Direct to Consumer. As Pearson increases the intensity of its AI and enterprise learning efforts, Ginny brings more than 30 years of marketing leadership and a proven track record of driving growth for global technology and innovation brands, such as HP, Deutsche Bank, General Motors, IBM, Intuit, Microsoft, NCR, Sun, Philips and Xerox PARC. She will serve on Pearson’s executive management team and her immediate focus will be to innovate new marketing strategies, including infusing AI and other advanced technologies into customers’ journeys, identifying opportunities to scale Pearson’s businesses and advancing Pearson’s brand and market position. Ginny comes to Pearson from Accenture, where she was most recently the Chief Marketing Officer for North America, which is the company’s largest business and represents half its revenue. Ginny was pivotal in driving double-digit growth over four years and creating a collaborative and purpose-focused culture. Prior posts during her 16-year career at Accenture included leading global teams that catapulted the company’s cloud practice to the top market position and generated triple-digit growth for its cybersecurity and talent and organization businesses. Ginny was named one of the Bay Area’s Most Influential Women by the San Francisco Business Times. She is the chair of strategic planning and executive board director for San Francisco Opera Guild, which provides K-12 music arts education programs to more than 64,000 children in over 200 Bay Area schools. She also serves as a strategic advisor for Realize the Dream, a movement led by Martin Luther King III and Arndrea Waters King to inspire and rally communities to perform 100 million service hours by 2029, in honor of the 100th anniversary of the birth of Dr. Martin Luther King Jr. Ginny earned a Bachelor of Arts with joint honors in modern languages, literature and linguistics (French and Spanish) from the University of Bristol. She also attended Université Paris Sorbonne.She is based in the San Francisco Bay Area.お知らせ • Jul 18Pearson Unveils AI Tool to Help Educators Save Time and Prioritize Student LearningAs student usage of generative AI surges in higher education, many instructors report lacking an understanding of how AI can support their teaching. To address this gap, Pearson announced a new generative AI-powered tool for instructors. Pearson's AI tool for instructors will help educators efficiently create assignments that are personalized for their students. This August, the instructor AI tool will be included in MyLab and Mastering, Pearson's teaching and learning platforms, to enhance how faculty teach. Millions of students will have access to these tools this fall semester across 50 titles. Pearson's application of generative AI is backed by learning scientists, vetted by subject matter experts, and based on content from Pearson's library of higher education materials. With more than 80% of its products now digital or digitally enabled, Pearson is committed to investing in the responsible application of AI to advance product innovation and enhance the learning experience.お知らせ • Jul 02Pearson Appoints Dave Treat as Chief Technology OfficerPearson is announcing the appointment of Dave Treat as chief technology officer, effective July 2, 2024. Dave will report to CEO Omar Abbosh. Working in close partnership with Pearson’s Chief Product and Chief Information Officers, he will lead technology innovation and architecture across the company. This includes enhancing the company’s presence in the AI and tech community, driving strategic technology partnerships, and engaging with emerging technology and ed tech start-ups. Dave brings 27 years of expertise and industry leadership in technology, financial services, and strategic business transformation. He joins Pearson from Accenture where he most recently served as a Senior Managing Director. There he led Accenture’s Innovation Incubation Group, focused on helping clients implement new technologies like Generative AI, Digital Identity, Spatial Computing, Blockchain, Web 3, and Quantum Computing. Dave also served in other Accenture leadership roles including as Global Technology Lead for Capital Markets, Co-chair of the New York Fintech Innovation Lab, Global Technology Incubation Lead and Global Blockchain Practice Lead. Prior to Accenture, Dave was a Director at Deloitte and an Executive Director at UBS Investment Bank, working across technology innovation and transformation in both roles. Dave helped to found and has served on several technology and industry boards including the Linux Hyperledger Foundation, Linux Open Wallet Foundation, Digital Dollar Project, and the Global Business Blockchain Council. Dave is an active member of the World Economic Forum, lending his knowledge in areas such as blockchain, digital identity, digital currency, and digital trust. He also holds more than 100 patents. Dave earned a Master’s degree in Higher Education Administration from the University of Michigan and a degree in Psychology from the University of Pennsylvania. He will be based in Connecticut, USA.お知らせ • May 24Pearson plc to Report Q2, 2024 Results on Jul 29, 2024Pearson plc announced that they will report Q2, 2024 results on Jul 29, 2024お知らせ • May 18Pearson Augments Nursing Content with Generative Ai Study Tools to Improve Nursing Education and Address ShortagesPearson announced the integration of AI study tools into its Nursing: A Concept-Based Approach to Learning series, the only nursing concepts curriculum built from the ground up as a comprehensive, cohesive learning system. Pearson's AI study tools combine the power of generative AI technology with trusted Pearson content to provide scaffolded, guided help when students are stuck on homework problems, and personalized explanations, summaries, and practice problems for more efficient studying. The AI study tools beta will be available both in Pearson+ eTextbook and the accompanying MyLab Nursing course in time for Fall 2024. MyLab is an interactive teaching and learning platform, backed by content from Pearson authors. The platform, with integrated eTextbook, allows instructors to design their course, assign homework and assessments, and monitor student progress in real time. The US is experiencing shortages of nurses and nurse educators. The National Academy of Medicine's 2021 report on The Future of Nursing: 2020-2030 notes that, in order to provide sufficient care for an aging population over the next decade, a substantial increase in the nursing workforce will be needed that can practice "in community-based settings with diverse populations that face a variety of lived experiences." The NAM's report also references hundreds of nursing faculty position vacancies that have contributed to tens of thousands of qualified applicants being turned away from nursing school admission due to the inability to adequately meet student demand. Concept-based nursing curriculum is designed to focus on key concepts emphasizing a holistic understanding of nursing principles that can be applied across different patient populations, healthcare settings, and situations. This approach strengthens clinical reasoning skills in the course of patient care. Incorporating generative AI tools into Pearson's concept-based nursing content supports nurse educators in scaling their teaching and students' ability to study more efficiently.A Fall 2023 survey of students using Pearson's AI study tools beta showed strong levels of engagement, with 75% of respondents saying the tools were helpful or very helpful to their studies. The inclusion of generative AI study tools further solidifies Pearson's dedication to providing the most comprehensive and effective learning and teaching resources for nursing students and nurse educators across the US. Pearson's AI study tools are already available in more than 30 Pearson Mastering titles and are set to be integrated into more than 40 Pearson+ eTextbooks and MyLab and Mastering titles across math, science, business, and nursing for August of 2024. Pearson is committed to investing in the responsible application of AI to advance product innovation and enhance the learning experience to educate, certify, and credential students and the workforce. Pearson product experts are available to demo the AI study tools for members of the media. Please request demonstrations with the media contact below.お知らせ • May 08Pearson to Debut Generative AI Study Tools to University Students InternationallyPearson announced that it will expand its generative AI beta study tools into global editions of its leading higher education titles, making the tools available to tens of thousands of students across Australia, Asia-Pacific, Canada, the Middle East, and Europe by August 2024. Pearson's AI beta study tools will expand to dozens of English-language Pearson eTextbook global editions and Canadian adaptations of US-originated content in science, engineering, mathematics, and business. AI study tools will also be available in dozens of science titles within Pearson's Mastering study platform. A survey of US students who used Pearson's beta AI study tools in the August - December 2023 semester showed strong levels of engagement with 75% of respondents saying the tools were helpful or very helpful to their studies. The expansion of these study tools builds on Pearson's commitment to integrate generative AI into more than 40 Pearson+ eTextbooks and MyLab and Mastering titles in the US for August of 2024. Pearson AI study tools are currently in more than 30 Pearson Mastering titles in the US this semester. Pearson is committed to investing in the responsible application of AI to advance product innovation and enhance the learning experience to educate, certify, and credential students and the workforce.業績と収益の成長予測LSE:PSON - 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12/31/20284,089463568716712/31/20273,9034394866701012/31/20263,7294054516211012/31/20253,577335522656N/A9/30/20253,549388569700N/A6/30/20253,520441616744N/A3/31/20253,536438560686N/A12/31/20243,552434503627N/A9/30/20243,551392485607N/A6/30/20243,549349466587N/A3/31/20243,612364433556N/A12/31/20233,674378399525N/A9/30/20233,803335332466N/A6/30/20233,932292264407N/A3/31/20233,887267239384N/A12/31/20223,841242214361N/A9/30/20223,730269205365N/A6/30/20223,619296195368N/A3/31/20223,524237173347N/A12/31/20213,428177150326N/A9/30/20213,465248241392N/A6/30/20213,502279331457N/A3/31/20213,450295293423N/A12/31/20203,397330255389N/A9/30/20203,465288236391N/A6/30/20203,532265217393N/A3/31/20203,701265197381N/A12/31/20193,869264176369N/A9/30/20193,981356N/A419N/A6/30/20194,093447N/A468N/A3/31/20194,111518N/A465N/A12/31/20184,129588N/A462N/A9/30/20184,230600N/A444N/A6/30/20184,331611N/A425N/A3/31/20184,422509N/A362N/A12/31/20174,513406N/A298N/A9/30/20174,623-863N/A366N/A6/30/20174,733-2,133N/A433N/A3/31/20174,643-2,235N/A422N/A12/31/20164,552-2,337N/A410N/A9/30/20164,445-1,409N/A336N/A6/30/20164,337-481N/A262N/A3/31/20164,403-416N/A237N/A12/31/20154,468-352N/A211N/A9/30/20154,479-109N/AN/AN/A6/30/20154,490134N/A385N/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: PSONの予測収益成長率 (年間8.9% ) は 貯蓄率 ( 3.4% ) を上回っています。収益対市場: PSONの収益 ( 8.9% ) UK市場 ( 11.6% ) よりも低い成長が予測されています。高成長収益: PSONの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: PSONの収益 ( 4.4% ) UK市場 ( 4.5% ) よりも低い成長が予測されています。高い収益成長: PSONの収益 ( 4.4% ) 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: PSON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 ( 13.5 %)。成長企業の発掘7D1Y7D1Y7D1YConsumer-services 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 01:18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Pearson plc 10 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。27 アナリスト機関JULIEN ROCHBarclaysNicholas Michael DempseyBarclaysNicholas Michael DempseyBarclays24 その他のアナリストを表示
お知らせ • Feb 27+ 3 more updatesPearson plc Provides Earnings Guidance for the Full Year 2026Pearson plc provided earnings guidance for the full year 2026. The company expected group sales growth of Mid-single digit growth. Assessment & Qualifications: Low to mid-single digit growth, driven by new contracts, products and pricing. First Quarter to decline due to the loss of the New Jersey contract and PDRI headwinds, returning to growth in subsequent quarters supported by new business and recently awarded contracts. Virtual Learning: Stronger growth than 2025, particularly in H1, driven by a full year of enrolment growth. Higher Education: Will grow more than 2025, supported by continued product and platform innovation, pricing and Inclusive Access in core US courseware business, with improvement in the K12 channel. English Language Learning:Higher growth than 2025 driven by market share gains and pricing, with PTE returning to growth. Growth will again be Fourth Quarter weighted given the seasonality of the business.
お知らせ • Oct 17Pearson plc Provides Sales Guidance for the Full Year 2025Pearson plc provided sales guidance for the full year 2025. The company expected group sales growth in line with market expectations for 2025 with stronger sales growth in fourth quarter. Assessment & Qualifications sales to grow low to mid-single digit. Growth will be fourth quarter weighted due to new and renewed contracts. Virtual Learning return to growth in H2, and for the full year, driven by enrolment increases, partially from new school openings, for the 2025/26 academic year. Higher Education sales growth in 2025 will be higher than in 2024 as the company build on the successful results of the company sales team transformation and product innovations, particularly using AI. English Language Learning sales growth will moderate given the impacts of elections on immigration rates in 2025 affecting the company PTE business. The company expected growth to be fourth quarter weighted. The company remain confident in the medium term outlook given demographic projections. Enterprise Learning & Skills sales to grow high single digit with Vocational Qualifications seeing solid growth and the addition of several new contracts for Enterprise Solutions. Growth will be supported by recent customer announcements and pipeline activity.
お知らせ • May 02Pearson plc Provides Group Earnings Guidance for the First Half, Second Half and Full Year of 2025Pearson plc provided group earnings guidance for the first half, second half and full year of 2025. For the year, the group expects sales to be In line with market expectations. The company expects low single-digit sales growth in first half with stronger growth in second half.
Price Target Changed • Jan 17Price target increased by 7.8% to UK£13.29Up from UK£12.32, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of UK£12.89. Stock is up 36% over the past year. The company is forecast to post earnings per share of UK£0.55 for next year compared to UK£0.53 last year.
お知らせ • May 04Pearson plc Approves to Elect Simon Robson as Director, Effective 8 May 2026Pearson plc approved to elect Simon Robson as director with effect from 8 May 2026.
ナラティブの更新 • Apr 26PSON: AI Partnership And Buybacks Will Support Steady Cash Flow ProfileThe updated analyst price target for Pearson edges higher to about £11.70, with analysts pointing to modest tweaks in revenue growth, profit margin and P/E assumptions, as well as mixed recent Street targets that reflect both model refinements and shifts to peer group valuation multiples. Analyst Commentary Recent Street research on Pearson points to mixed but generally constructive views around valuation, execution and forecast assumptions, with small price target moves reflecting tweaks to models rather than wholesale shifts in conviction.
ナラティブの更新 • Apr 08PSON: AI Partnerships And Buybacks Will Support Future Cash Flow ResilienceAnalysts have trimmed Pearson's average price target, with recent cuts to about £13.90 and £11.20 per share. These changes reflect closer alignment of valuation multiples with media peers and slightly softer outer year revenue assumptions, even as profit forecasts stay broadly intact.
お知らせ • Mar 26Pearson plc, Annual General Meeting, May 01, 2026Pearson plc, Annual General Meeting, May 01, 2026. Location: the companys registered office, 80 strand, wc2r 0rl, london United Kingdom
ナラティブの更新 • Mar 25PSON: AI Partnerships And Buybacks Will Support Future Earnings ResilienceAnalysts have trimmed Pearson's aggregated price target, with moves such as BofA cutting to £13.90 from £15.70 and several peers nudging targets slightly lower. The changes mainly reflect alignment with sector peer multiples and modestly reduced outer year revenue assumptions, while profit expectations are left broadly intact.
ナラティブの更新 • Mar 11PSON: AI Partnerships And Buyback Programme Will Support Future UpsideAnalysts have lowered their Pearson price targets, with several reductions bringing the average implied value closer to peers at around £13.90. They have adjusted revenue assumptions slightly while keeping profit expectations broadly steady and are applying lower P/E multiples in line with the wider media group.
Declared Dividend • Mar 02Final dividend increased to UK£0.17Dividend of UK£0.17 is 4.8% higher than last year. Ex-date: 19th March 2026 Payment date: 8th May 2026 Dividend yield will be 2.6%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (30% 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 38% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 28Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: UK£0.51 (down from UK£0.65 in FY 2024). Revenue: UK£3.58b (flat on FY 2024). Net income: UK£335.0m (down 23% from FY 2024). Profit margin: 9.4% (down from 12% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
新しいナラティブ • Feb 27AI Skilling Demand And Assessments Will Support Stable Margins And Fairly Priced SharesCatalysts About Pearson Pearson is a global education company focused on assessments, virtual schools, higher education courseware and workforce skills. What are the underlying business or industry changes driving this perspective?
お知らせ • Feb 27+ 3 more updatesPearson plc Provides Earnings Guidance for the Full Year 2026Pearson plc provided earnings guidance for the full year 2026. The company expected group sales growth of Mid-single digit growth. Assessment & Qualifications: Low to mid-single digit growth, driven by new contracts, products and pricing. First Quarter to decline due to the loss of the New Jersey contract and PDRI headwinds, returning to growth in subsequent quarters supported by new business and recently awarded contracts. Virtual Learning: Stronger growth than 2025, particularly in H1, driven by a full year of enrolment growth. Higher Education: Will grow more than 2025, supported by continued product and platform innovation, pricing and Inclusive Access in core US courseware business, with improvement in the K12 channel. English Language Learning:Higher growth than 2025 driven by market share gains and pricing, with PTE returning to growth. Growth will again be Fourth Quarter weighted given the seasonality of the business.
ナラティブの更新 • Feb 25PSON: AI Partnerships And Recent Buy Rating Will Support Future UpsideAnalysts have fine tuned their Pearson views, with recent Street research showing price targets adjusted around £14.20 and £13.00 as they factor in updated P/E assumptions and reassess how artificial intelligence risks are reflected in the share price. Analyst Commentary Bullish Takeaways Bullish analysts are comfortable maintaining an Overweight stance, even as JPMorgan trims its price target to £14.20 from £14.40, which still implies room for upside based on their current assumptions.
ナラティブの更新 • Feb 10PSON: AI Partnerships And Fresh Buy Ratings Will Support Future UpsideNarrative Update on Pearson Analysts have trimmed their Pearson price target by £0.20 to £14.20, reflecting slightly higher discount-rate assumptions and fine tuning to margin and P/E inputs, with recent research highlighting a mix of cautious target adjustments and fresh Buy initiations on what some see as an attractive risk/reward setup around AI concerns. Analyst Commentary Recent research on Pearson presents a mix of optimism and caution, with target tweaks and new coverage reflecting different views on how the shares price in AI related risks and execution on growth plans.
Buy Or Sell Opportunity • Feb 03Now 26% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to UK£8.95. The fair value is estimated to be UK£12.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 1.7% per annum over the same time period.
ナラティブの更新 • Jan 27PSON: AI Partnerships And Recent Upgrades Will Support Future UpsideAnalysts have trimmed their fair value estimate for Pearson from £12.45 to about £12.07, citing slightly lower margin expectations. This comes even as assumptions for revenue growth and future P/E move higher, supported by a mix of recent target cuts and fresh Buy or upgrade calls from major banks.
新しいナラティブ • Jan 24AI Skilling And Assessments Will Drive Long Term Value For This Education LeaderCatalysts About Pearson Pearson is a global education company focused on assessments, qualifications and learning services across schools, higher education, English language learning and workforce skills. What are the underlying business or industry changes driving this perspective?
分析記事 • Jan 23Pearson (LON:PSON) Is Looking To Continue Growing Its Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Buy Or Sell Opportunity • Jan 16Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 16% to UK£9.39. The fair value is estimated to be UK£12.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Earnings per share has grown by 23%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 1.8% per annum over the same time period.
お知らせ • Jan 14Pearson plc to Report Fiscal Year 2025 Results on Feb 27, 2026Pearson plc announced that they will report fiscal year 2025 results on Feb 27, 2026
ナラティブの更新 • Jan 11PSON: AI Partnerships And Global Education Demand Will Support Future UpsideThe updated analyst price target for Pearson, now set around £12.45 from £12.51, reflects small refinements to assumptions on discount rate, revenue growth and profit margins, as analysts weigh a higher Street target of £13.30 alongside views that the shares are fairly valued for a mid single digit growth profile. Analyst Commentary Recent Street research gives you a split view on Pearson, with some focusing on upside as the shares track higher targets and others stressing that the current price already reflects a mid single digit growth profile.
Recent Insider Transactions Derivative • Jan 08CEO & Executive Director exercised options and sold UK£546k worth of stockOn the 2nd of January, Omar Abbosh exercised 472.95k options at around UK£0.0000082, then sold 52k of the shares acquired at an average of UK£10.50 per share and kept the remainder. For the year to December 2024, Omar's total compensation was 6% salary and 94% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Omar's direct individual holding has increased from 384.85k shares to 805.78k. Company insiders have collectively sold UK£542k more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Jan 03Does Pearson (LON:PSON) Deserve A Spot On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
ナラティブの更新 • Dec 27PSON: AI Partnerships Will Drive Long Term Global Education UpsideAnalysts have nudged our Pearson price target slightly higher to £13.30 from £13.10, reflecting confidence in the company’s steady mid single digit growth prospects and solid positioning in the global education market, even as its current valuation is viewed as broadly fair. Analyst Commentary Bullish analysts highlight Pearson's improving fundamentals and consistent execution against its strategic priorities, which have supported the modest upward revision in the price target.
分析記事 • Dec 16We Think Pearson (LON:PSON) Can Stay On Top Of Its DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
ナラティブの更新 • Dec 12PSON: Global Education Demand Will Drive Long Term Performance And UpsideThe analyst price target for Pearson has edged higher to approximately £12.51 from £12.49 as analysts cite slightly stronger long term revenue growth expectations and a modestly higher valuation multiple, despite a largely unchanged margin and risk outlook. Analyst Commentary Recent Street research on Pearson reflects a balanced mix of optimism around growth prospects and caution on valuation, leading to a modest upward drift in price targets rather than a wholesale change in sentiment.
お知らせ • Dec 05Pearson plc Appoints Costis Maglaras to Audit Committee and the Reputation & Responsibility Committee, Effective from January 1, 2026Pearson PLC announced the following changes to the membership of its Board Committees. Costis Maglaras, Non-Executive Director, will be appointed to the Audit Committee and the Reputation & Responsibility Committee with effect from January 1, 2026.
ナラティブの更新 • Nov 28PSON: Global Education Demand And New Partnerships Will Drive Strong PerformanceAnalysts have increased their price target for Pearson by £0.20 to £13.30. They cite continued growth prospects in global education, balanced by what they view as a fair valuation for the shares.
お知らせ • Nov 19Pearson Launches AI-Powered Communication Coach to Transform Everyday Work into Continuous LearningPearson announced the launch of Communication Coach, an AI-powered learning product developed as part of the company's co-innovation efforts with Microsoft. Integrated into Microsoft 365, Communication Coach is designed to improve the communication ability of both native English and non-native English speakers and can be adapted to any level of professional looking to improve their communication skills. Pearson's Communication Coach analyzes an employee's speech, communication data, and meeting interactions. It then combines that data with Pearson's trusted learning science and learning content. As a result, the Communication Coach delivers real-time tips and feedback on grammar, vocabulary, tone, expression, clarity and professional interactions. Communication Coach is underpinned by Pearson's skills intelligence engine, which draws on data sets from Pearson properties like Faethm and Credly, the world's largest certification platform. In addition, the skills engine can draw on company specific platforms and can be fine-tuned with Microsoft 365 Copilot. Communication Coach is aligned with Pearson's Global Scale of English, the company's proprietary rubber to benchmark English language proficiency.
ナラティブの更新 • Nov 14PSON: Global Education Demand Will Support Share Price MomentumThe analyst price target for Pearson has recently been raised slightly, increasing by £0.20 to £13.30. Analysts cite confidence in the company's margins and continued presence in the global education market, despite modestly slower growth expectations.
Buy Or Sell Opportunity • Nov 06Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.7% to UK£10.03. The fair value is estimated to be UK£12.71, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to grow by 0.5% in the next 2 years.
分析記事 • Oct 30Pearson plc's (LON:PSON) Business Is Yet to Catch Up With Its Share PriceIt's not a stretch to say that Pearson plc's ( LON:PSON ) price-to-earnings (or "P/E") ratio of 15.8x right now seems...
お知らせ • Oct 27Pearson plc Appoints Costis Maglaras as Independent Non-Executive Director, with Effect from 1 November 2025Pearson announced the appointment of Costis Maglaras as independent Non-Executive Director, with effect from 1 November 2025. Costis has held significant leadership positions within higher education and brings significant expertise in business transformation in an era of innovation and AI. Costis is Dean of Columbia Business School, where he is also the David and Lyn Silfen Professor of Business. As a trained technologist he has a focus on enhancing curriculum and learning to meet the demands of the rapidly changing global business landscape and fostering a greater understanding of the role of technological breakthroughs in solving business challenges. His fields of expertise include the impact of transformative technologies such as neural networks, machine vision, blockchain, AI, and robotics. Costis has been with Columbia Business School since 1998, during which time he also has consulted extensively at Goldman Sachs, Bank of America and Mismi Inc, on topics such as algorithmic trading. Costis earned Ph.D. and Master's degrees in Electrical Engineering from Stanford University, along with a Bachelor's degree in Electrical Engineering from Imperial College London.
お知らせ • Oct 17Pearson plc Provides Sales Guidance for the Full Year 2025Pearson plc provided sales guidance for the full year 2025. The company expected group sales growth in line with market expectations for 2025 with stronger sales growth in fourth quarter. Assessment & Qualifications sales to grow low to mid-single digit. Growth will be fourth quarter weighted due to new and renewed contracts. Virtual Learning return to growth in H2, and for the full year, driven by enrolment increases, partially from new school openings, for the 2025/26 academic year. Higher Education sales growth in 2025 will be higher than in 2024 as the company build on the successful results of the company sales team transformation and product innovations, particularly using AI. English Language Learning sales growth will moderate given the impacts of elections on immigration rates in 2025 affecting the company PTE business. The company expected growth to be fourth quarter weighted. The company remain confident in the medium term outlook given demographic projections. Enterprise Learning & Skills sales to grow high single digit with Vocational Qualifications seeing solid growth and the addition of several new contracts for Enterprise Solutions. Growth will be supported by recent customer announcements and pipeline activity.
分析記事 • Oct 13Is There An Opportunity With Pearson plc's (LON:PSON) 21% Undervaluation?Key Insights Using the 2 Stage Free Cash Flow to Equity, Pearson fair value estimate is UK£13.38 Pearson's UK£10.52...
分析記事 • Sep 30Here's Why Pearson (LON:PSON) Has Caught The Eye Of InvestorsIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 • Sep 09Pearson (LON:PSON) Shareholders Will Want The ROCE Trajectory To ContinueWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
お知らせ • Aug 29Pearson Expands AI-Powered Study Prep in Canada, Supporting Personalized Learning to Build A Skilled WorkforcePearson has expanded its AI-powered Study Prep tool to Canada, making it available to over 1.5 million higher education students in the country. This launch is part of Study Prep's 2025 international expansion. Study Prep leverages AI and trusted video content to provide personalized, on-demand academic support across more than 25 subjects. Study Prep's expansion will offer personalized learning and quality AI-powered tools to help Canadian students succeed in the classroom and gain the skills needed to build a stronger, future-ready Canadian workforce. Study Prep helps support Canada's commitment to innovation in education by providing a tool that will aide instructors and students by bringing human expertise together with thoughtfully designed AI built for learning. Students have access to thousands of bite-sized video explanations and practice problems, assistance from expert human tutors, and AI-powered study tools. Study Prep's syllabus-matching technology creates personalized study plans tailored to any student's unique course. Students can engage directly with their video content by clicking on the "ask a question" button to automatically pause the video and have the embedded AI chat bot answer questions on those specific concepts. Students can also use the AI tutor to tackle challenging concepts with scaffolded step-by-step guidance all in the flow of learning. Study Prep offers support in the sciences, math, psychology, business, social sciences and more, complementing a full range of course materials that are assigned to higher education students. Pearson's application of generative AI is backed by learning science, vetted by subject matter experts, and shows tangible improved learning outcomes for students such as more active, engaged study and higher order recognition. With over 80% of products now digital or digitally enabled, Pearson is committed to the responsible application of AI to enhance the teaching and learning experience for educators, students, and employees.
Buy Or Sell Opportunity • Aug 26Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.6% to UK£10.85. The fair value is estimated to be UK£13.59, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to grow by 1.8% in the next 2 years.
Buy Or Sell Opportunity • Aug 08Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.7% to UK£10.75. The fair value is estimated to be UK£13.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Earnings per share has grown by 23%. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to grow by 1.8% in the next 2 years.
お知らせ • Aug 07Pearson Expands Ai-Powered Study Prep, Supporting Personalized Learning WorldwidePearson announced the international expansion of Study Prep, its AI-enhanced video learning experience that provides personalized study support across more than 25 academic subjects. Launched commercially globally in the first half of 2025, Study Prep will now reach students worldwide, including in Canada, Brazil, the UK, India, China, and South Africa. Study Prep's expansion represents a significant step toward broadening access to AI-powered learning resources around the world. Study Prep delivers a comprehensive learning experience, bringing human expertise together with thoughtfully designed AI purpose-built for learning. Students have access to thousands of bite-sized video explanations and practice problems, assistance from expert human tutors, and AI-powered study tools. Study Prep's curriculumabus-matching technology creates personalized study plans tailored to a student's unique course, as its AI Tutor helps students instantly tackle challenging concepts with scaffolded step-by-step guidance all in the flow of learning. Students can also engage directly with their video content by clicking on the "ask a question" button to automatically pause the video and have the embedded AI chat bot answer questions on those specific concepts. Study Prep offers support in the sciences, math, and psychology, with more disciplines being added soon. Study Prep complements traditional course materials, providing students with on-demand study support that aligns with the specific courses they're enrolled in. Pearson's application of generative AI is backed by learning science, vetted by subject matter experts, and shows tangible improved learning outcomes for students such as more active, engaged study and higher order recognition. With over 80% of products now digital or digitally enabled, Pearson is committed to the responsible application of AI to enhance the teaching and learning experience for educators, students, and employees.
Declared Dividend • Aug 04First half dividend increased to UK£0.078Dividend of UK£0.078 is 5.4% higher than last year. Ex-date: 14th August 2025 Payment date: 15th September 2025 Dividend yield will be 2.1%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (25% 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 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Aug 03Pearson (LON:PSON) Has A Pretty Healthy Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Aug 03First half 2025 earnings released: EPS: UK£0.25 (vs UK£0.23 in 1H 2024)First half 2025 results: EPS: UK£0.25 (up from UK£0.23 in 1H 2024). Revenue: UK£1.72b (down 1.8% from 1H 2024). Net income: UK£164.0m (up 4.5% from 1H 2024). Profit margin: 9.5% (in line with 1H 2024). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Consumer Services industry in Europe. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 01+ 2 more updatesPearson plc Appoints Esther Lee to its Reputation & Responsibility Committee, Effective 1 August 2025Pearson plc announced that Esther Lee (Non-Executive Director) will be appointed to the Reputation & Responsibility Committee with effect from 1 August 2025.
お知らせ • Jul 02Pearson plc to Report First Half, 2025 Results on Aug 01, 2025Pearson plc announced that they will report first half, 2025 results on Aug 01, 2025
お知らせ • Jun 29Pearson plc Announces the Appointment of Arden Hoffman to Remuneration Committee and the Reputation & Responsibility Committee , Effective 1 July 2025Pearson plc announced that Arden Hoffman (Non-Executive Director) will be appointed to the Remuneration Committee and the Reputation & Responsibility Committee with effect from 1 July 2025.
分析記事 • Jun 27Is Now The Time To Put Pearson (LON:PSON) On Your Watchlist?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
お知らせ • Jun 13Pearson plc (LSE:PSON) signed an agreement to acquire eDynamic Holdings LP.Pearson plc (LSE:PSON) signed an agreement to acquire eDynamic Holdings LP on June 13, 2025. The consideration for eDynamic Learning will be funded from existing cash resources and available liquidity. Completion of the acquisition is expected to occur in H2 2025 subject to regular closing conditions, including any required regulatory filings or approvals.??
Buy Or Sell Opportunity • Jun 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to UK£10.66. The fair value is estimated to be UK£13.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings are also forecast to grow by 2.8% per annum over the same time period.
分析記事 • Jun 12A Look At The Fair Value Of Pearson plc (LON:PSON)Key Insights Pearson's estimated fair value is UK£13.41 based on 2 Stage Free Cash Flow to Equity Pearson's UK£10.85...
New Risk • Jun 10New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.2% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Board Change • Jun 03Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 6 highly experienced directors. CEO & Executive Director Omar Abbosh was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 29Pearson Launches an AI-Powered Revision ToolPearson has launched an AI-powered revision tool that promises to transform how students prepare for their GCSE exams. This new AI tool, part of Pearson's longstanding strategic collaboration with Amazon Web Services (AWS) to accelerate AI learning, represents a significant advancement in revision technology. Developed using Amazon Bedrock, it seamlessly bridges traditional study methods with cutting-edge AI to help learners prepare for exams independently and potentially save hours in the process. The assistant launches with GCSE History, where rather than simply testing factual recall, the AI provides real-time feedback to help students improve answers and demonstrate the analytical and evaluative skills that will be assessed in exams. Expanding to more GCSE subjects throughout 2025, the exam practice assistant in Pearson Revise's online platform is among the first of its kind to fully connect both print and online revision material with AI-supported, personalised exam question practice. Designed to help the 1.2 million UK students in year 10 and 11 who revise for GCSEs every year, the tool has been developed with subject advisors to provide students with actionable insights and feedback on their written responses to questions. The new tool provides an array of unique features, including: Personalised, constructive feedback on long-form answers to practice exam-style questions - going beyond theiz-style approach that simply tests knowledge. Customisable feedback, enabling students to personalise how they receive feedback, and supporting learners with SEND by allowing control over the amount of information displayed. Recommendations for students and suggested areas for improvement. Options to create revision flashcards and reminders to take breaks. An online planner, progress tracker and quizzes to help guide revision focus. Initial student response to the exam practice assistant in the pilot stage has been overwhelmingly positive. One Year 11 GCSE student reported: 'a lot of students including myself struggle, especially with writing topics like English and history. There is a lot less out there that supports writing-based subjects. The exam practice assistant is helpful in getting instant feedback. whereas usually it's quite hard to find.
分析記事 • May 28Pearson (LON:PSON) Is Experiencing Growth In Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
お知らせ • May 02Pearson plc Provides Group Earnings Guidance for the First Half, Second Half and Full Year of 2025Pearson plc provided group earnings guidance for the first half, second half and full year of 2025. For the year, the group expects sales to be In line with market expectations. The company expects low single-digit sales growth in first half with stronger growth in second half.
お知らせ • Mar 31Pearson Announces Executive ChangesPearson announced that Dave Treat, Pearson's Chief Technology Officer, will assume leadership of the company's digital and technology operation alongside his current architectural and innovation responsibilities, effective April 7, 2025. Dave will continue to report to CEO Omar Abbosh and retain his title of Chief Technology Officer. Marykay Wells, who has led the Digital and Technology team as Chief Information Officer, has decided to leave Pearson, effective April 4, 2025. Dave joined Pearson nine months ago and spearheaded the establishment of the company's AI Center of Enablement, while also overseeing the Research & Development and Ventures teams. He brings to the role nearly 30 years of experience, with deep expertise in technology innovation, generative AI, spatial computing, Web 3, and quantum computing. Prior to joining Pearson, Dave held several senior technology roles at Deloitte, UBS Investment Bank, and Accenture. He holds more than 100 patents in distributed ledger technology, digital identity, and confidential computing. He also lends his expertise as an active member of CNBC's Technology Executive Council, the World Economic Forum'sGlobal Futures Council on Financial Education, and as a member of the transitional board of Arya. With his extensive expertise, Dave will play a crucial role in leveraging Pearson's strong technology foundation to scale the company's AI offerings, bolster its innovation pipeline, and improve collaboration across different business units. Dave has helped to found and has served on several technology and industry boards including the Linux Hyperledger Foundation, Linux Open Wallet Foundation, Digital Dollar Project and the Global Business Blockchain Council. Dave earned a Master's degree in Higher Education Administration from the University of Michigan and a degree in Psychology from the University of Pennsylvania. He will continue to be based in Connecticut, USA.
お知らせ • Mar 27Pearson plc, Annual General Meeting, May 02, 2025Pearson plc, Annual General Meeting, May 02, 2025. Location: the companys registered office, 80 strand, wc2r 0rl, london United Kingdom
お知らせ • Mar 07Pearson plc Appoints Arden Hoffman as an Independent Non-Executive Director, with Effect from 1 June 2025Pearson announced the appointment of Arden Hoffman as an independent Non-Executive Director, with effect from 1 June 2025. Arden has held significant leadership positions within high-profile organizations and brings to Pearson a strong expertise and business perspective on workforce and talent development in an era of innovation and AI. Arden is the Chief People Officer at General Motors, a position she has held since 2023. Arden leads GM's talent management and organisational development and plays a critical role in fostering a culture of innovation, ensuring the company attracts, retains, and develops top talent in a rapidly evolving industry. She brings to the Board a strong background in human resources and talent development in the global automotive, technology, and financial services sectors. Prior to General Motors, Arden served as Chief People Officer at Cruise and as Global Head of Human Resources at Dropbox, in addition to holding senior positions in HR at Google and Goldman Sachs. Arden earned an M.B. A from the Wharton School of the University of Pennsylvania and a bachelor's degree in Rhetoric from the University of California-Berkeley.
Declared Dividend • Mar 03Final dividend increased to UK£0.17Dividend of UK£0.17 is 5.7% higher than last year. Ex-date: 20th March 2025 Payment date: 9th May 2025 Dividend yield will be 1.8%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (37% earnings payout ratio) and cash flows (31% 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 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
新しいナラティブ • Mar 02AI Integration And AWS Partnership Will Transform Future Of Education Partnership with AWS and AI integration will enhance learning experiences, operational efficiency, and support revenue and margin growth.
お知らせ • Mar 01+ 1 more updatePearson plc Announces Executive ChangesPearson plc announced the appointment of Sharon Hague, currently Managing Director of the company’s US Student Assessment and UK & International Qualifications businesses, as the new President of English Language Learning, effective March 2025. Sharon will become a member of the Pearson Executive Leadership team, reporting to CEO Omar Abbosh. Gio Giovannelli, current President of English Language Learning, has decided to leave Pearson following a thorough transition. Gio has been instrumental in driving strong financial and operational performance, including accelerated revenue growth in the company’s English Language Learning business unit.
Reported Earnings • Feb 28Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: UK£0.65 (up from UK£0.53 in FY 2023). Revenue: UK£3.55b (down 3.3% from FY 2023). Net income: UK£434.0m (up 15% from FY 2023). Profit margin: 12% (up from 10% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 14%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 31% per year.
お知らせ • Feb 28Pearson plc Proposes Final Dividend for the Year 2024, Payable on 9 May 2025Pearson plc proposed a final dividend for 2024 of 16.6 pence bringing the total paid and payable in respect of 2024 to 24.0 pence. This final 2024 dividend, which was approved by the Board in February 2025, is subject to approval at the forthcoming AGM. For 2024, the dividend is covered 2.6 times by adjusted earnings. The final dividend will be paid on 9 May 2025 to shareholders who are on the register of members at close of business on 21 March 2025 (the Record Date). Shareholders may elect to reinvest their dividend in the Dividend Reinvestment Plan (DRIP). The last date for receipt of DRIP elections and revocations will be 15 April 2025.
Price Target Changed • Jan 17Price target increased by 7.8% to UK£13.29Up from UK£12.32, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of UK£12.89. Stock is up 36% over the past year. The company is forecast to post earnings per share of UK£0.55 for next year compared to UK£0.53 last year.
お知らせ • Jan 16+ 1 more updatePearson plc to Report Fiscal Year 2024 Results on Feb 28, 2025Pearson plc announced that they will report fiscal year 2024 results on Feb 28, 2025
Buy Or Sell Opportunity • Jan 13Now 20% undervaluedOver the last 90 days, the stock has risen 24% to UK£12.70. The fair value is estimated to be UK£15.95, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 19%. Revenue is forecast to grow by 8.3% in 2 years. Earnings are forecast to grow by 26% in the next 2 years.
Buy Or Sell Opportunity • Dec 19Now 20% undervaluedOver the last 90 days, the stock has risen 23% to UK£12.66. The fair value is estimated to be UK£15.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 19%. Revenue is forecast to grow by 8.2% in 2 years. Earnings are forecast to grow by 26% in the next 2 years.
お知らせ • Oct 01Pearson Unveils Generative AI Foundations CertificationPearson announced the launch of its Generative AI Foundations certification. The program is designed to equip professionals and students, including high schoolers, with the essential skills needed to work with generative artificial intelligence (Gen AI) technologies. The certification demonstrates a formal level of Gen AI proficiency for employers who are increasingly using AI tools to boost productivity, efficiency, and workflow. Demand for generative AI skill is skyrocketing across industries and employers are increasingly making it a requirement. According to the 2024 Work Trend Index Annual Report from Microsoft and LinkedIn, 66% of business leaders indicate they would not hire candidates lacking AI skills. Additionally, 71% prefer to hire a less experienced candidate who possesses AI skills over a more experienced one without them. Developed by Certiport, a Pearson VUE business, and a leader in career and skills credentialing, the Generative AI Foundations certification is part of its broader Critical Career Skills portfolio. This initiative provides both training and certification for learners, creating a one-stop shop for AI education and other in-demand skills like communication. To help ensure the certification reflects current industry demands, Pearson has partnered with Mindstone, a global leader in AI training. Mindstone's practical AI application training enhances the relevance and value of Pearson's Generative AI Foundations certification for learners at all stages in their careers. The Generative AI Foundations certification will be available starting October 1 through Mindhub and Certiport. It will also be delivered on Pearson VUE's online testing platform (OnVUE), and in test centers within the Certiport network. Flexible purchasing options are available. This new certification will validate an individual's proficiency in key areas such as: Understanding generative AI methods and models; Mastering the basics of prompt engineering and prompt refinement--a universal process of inquiry with Gen AI systems; Grasping the societal impact of AI, including recognizing bias and understanding privacy concerns.
Declared Dividend • Jul 31First half dividend increased to UK£0.074Dividend of UK£0.074 is 5.7% higher than last year. Ex-date: 8th August 2024 Payment date: 16th September 2024 Dividend yield will be 2.2%, which is lower than the industry average of 2.4%. Sustainability & Growth Dividend is well covered by both earnings (46% earnings payout ratio) and cash flows (32% 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 43% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 30First half 2024 earnings released: EPS: UK£0.23 (vs UK£0.26 in 1H 2023)First half 2024 results: EPS: UK£0.23 (down from UK£0.26 in 1H 2023). Revenue: UK£1.75b (down 6.7% from 1H 2023). Net income: UK£157.0m (down 16% from 1H 2023). Profit margin: 9.0% (in line with 1H 2023). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Consumer Services industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 23Pearson Announces Appointment of Ginny Cartwright Ziegler as Chief Marketing OfficerPearson announced the appointment of Ginny Cartwright Ziegler as Chief Marketing Officer. Ginny will report to CEO Omar Abbosh and will lead the next generation of the company’s work in marketing, brand and communications, effective 29 July 2024. Ginny succeeds Lynne Frank, who is stepping down from her dual role as Chief Marketing Officer and Co-President, Direct to Consumer. As Pearson increases the intensity of its AI and enterprise learning efforts, Ginny brings more than 30 years of marketing leadership and a proven track record of driving growth for global technology and innovation brands, such as HP, Deutsche Bank, General Motors, IBM, Intuit, Microsoft, NCR, Sun, Philips and Xerox PARC. She will serve on Pearson’s executive management team and her immediate focus will be to innovate new marketing strategies, including infusing AI and other advanced technologies into customers’ journeys, identifying opportunities to scale Pearson’s businesses and advancing Pearson’s brand and market position. Ginny comes to Pearson from Accenture, where she was most recently the Chief Marketing Officer for North America, which is the company’s largest business and represents half its revenue. Ginny was pivotal in driving double-digit growth over four years and creating a collaborative and purpose-focused culture. Prior posts during her 16-year career at Accenture included leading global teams that catapulted the company’s cloud practice to the top market position and generated triple-digit growth for its cybersecurity and talent and organization businesses. Ginny was named one of the Bay Area’s Most Influential Women by the San Francisco Business Times. She is the chair of strategic planning and executive board director for San Francisco Opera Guild, which provides K-12 music arts education programs to more than 64,000 children in over 200 Bay Area schools. She also serves as a strategic advisor for Realize the Dream, a movement led by Martin Luther King III and Arndrea Waters King to inspire and rally communities to perform 100 million service hours by 2029, in honor of the 100th anniversary of the birth of Dr. Martin Luther King Jr. Ginny earned a Bachelor of Arts with joint honors in modern languages, literature and linguistics (French and Spanish) from the University of Bristol. She also attended Université Paris Sorbonne.She is based in the San Francisco Bay Area.
お知らせ • Jul 18Pearson Unveils AI Tool to Help Educators Save Time and Prioritize Student LearningAs student usage of generative AI surges in higher education, many instructors report lacking an understanding of how AI can support their teaching. To address this gap, Pearson announced a new generative AI-powered tool for instructors. Pearson's AI tool for instructors will help educators efficiently create assignments that are personalized for their students. This August, the instructor AI tool will be included in MyLab and Mastering, Pearson's teaching and learning platforms, to enhance how faculty teach. Millions of students will have access to these tools this fall semester across 50 titles. Pearson's application of generative AI is backed by learning scientists, vetted by subject matter experts, and based on content from Pearson's library of higher education materials. With more than 80% of its products now digital or digitally enabled, Pearson is committed to investing in the responsible application of AI to advance product innovation and enhance the learning experience.
お知らせ • Jul 02Pearson Appoints Dave Treat as Chief Technology OfficerPearson is announcing the appointment of Dave Treat as chief technology officer, effective July 2, 2024. Dave will report to CEO Omar Abbosh. Working in close partnership with Pearson’s Chief Product and Chief Information Officers, he will lead technology innovation and architecture across the company. This includes enhancing the company’s presence in the AI and tech community, driving strategic technology partnerships, and engaging with emerging technology and ed tech start-ups. Dave brings 27 years of expertise and industry leadership in technology, financial services, and strategic business transformation. He joins Pearson from Accenture where he most recently served as a Senior Managing Director. There he led Accenture’s Innovation Incubation Group, focused on helping clients implement new technologies like Generative AI, Digital Identity, Spatial Computing, Blockchain, Web 3, and Quantum Computing. Dave also served in other Accenture leadership roles including as Global Technology Lead for Capital Markets, Co-chair of the New York Fintech Innovation Lab, Global Technology Incubation Lead and Global Blockchain Practice Lead. Prior to Accenture, Dave was a Director at Deloitte and an Executive Director at UBS Investment Bank, working across technology innovation and transformation in both roles. Dave helped to found and has served on several technology and industry boards including the Linux Hyperledger Foundation, Linux Open Wallet Foundation, Digital Dollar Project, and the Global Business Blockchain Council. Dave is an active member of the World Economic Forum, lending his knowledge in areas such as blockchain, digital identity, digital currency, and digital trust. He also holds more than 100 patents. Dave earned a Master’s degree in Higher Education Administration from the University of Michigan and a degree in Psychology from the University of Pennsylvania. He will be based in Connecticut, USA.
お知らせ • May 24Pearson plc to Report Q2, 2024 Results on Jul 29, 2024Pearson plc announced that they will report Q2, 2024 results on Jul 29, 2024
お知らせ • May 18Pearson Augments Nursing Content with Generative Ai Study Tools to Improve Nursing Education and Address ShortagesPearson announced the integration of AI study tools into its Nursing: A Concept-Based Approach to Learning series, the only nursing concepts curriculum built from the ground up as a comprehensive, cohesive learning system. Pearson's AI study tools combine the power of generative AI technology with trusted Pearson content to provide scaffolded, guided help when students are stuck on homework problems, and personalized explanations, summaries, and practice problems for more efficient studying. The AI study tools beta will be available both in Pearson+ eTextbook and the accompanying MyLab Nursing course in time for Fall 2024. MyLab is an interactive teaching and learning platform, backed by content from Pearson authors. The platform, with integrated eTextbook, allows instructors to design their course, assign homework and assessments, and monitor student progress in real time. The US is experiencing shortages of nurses and nurse educators. The National Academy of Medicine's 2021 report on The Future of Nursing: 2020-2030 notes that, in order to provide sufficient care for an aging population over the next decade, a substantial increase in the nursing workforce will be needed that can practice "in community-based settings with diverse populations that face a variety of lived experiences." The NAM's report also references hundreds of nursing faculty position vacancies that have contributed to tens of thousands of qualified applicants being turned away from nursing school admission due to the inability to adequately meet student demand. Concept-based nursing curriculum is designed to focus on key concepts emphasizing a holistic understanding of nursing principles that can be applied across different patient populations, healthcare settings, and situations. This approach strengthens clinical reasoning skills in the course of patient care. Incorporating generative AI tools into Pearson's concept-based nursing content supports nurse educators in scaling their teaching and students' ability to study more efficiently.A Fall 2023 survey of students using Pearson's AI study tools beta showed strong levels of engagement, with 75% of respondents saying the tools were helpful or very helpful to their studies. The inclusion of generative AI study tools further solidifies Pearson's dedication to providing the most comprehensive and effective learning and teaching resources for nursing students and nurse educators across the US. Pearson's AI study tools are already available in more than 30 Pearson Mastering titles and are set to be integrated into more than 40 Pearson+ eTextbooks and MyLab and Mastering titles across math, science, business, and nursing for August of 2024. Pearson is committed to investing in the responsible application of AI to advance product innovation and enhance the learning experience to educate, certify, and credential students and the workforce. Pearson product experts are available to demo the AI study tools for members of the media. Please request demonstrations with the media contact below.
お知らせ • May 08Pearson to Debut Generative AI Study Tools to University Students InternationallyPearson announced that it will expand its generative AI beta study tools into global editions of its leading higher education titles, making the tools available to tens of thousands of students across Australia, Asia-Pacific, Canada, the Middle East, and Europe by August 2024. Pearson's AI beta study tools will expand to dozens of English-language Pearson eTextbook global editions and Canadian adaptations of US-originated content in science, engineering, mathematics, and business. AI study tools will also be available in dozens of science titles within Pearson's Mastering study platform. A survey of US students who used Pearson's beta AI study tools in the August - December 2023 semester showed strong levels of engagement with 75% of respondents saying the tools were helpful or very helpful to their studies. The expansion of these study tools builds on Pearson's commitment to integrate generative AI into more than 40 Pearson+ eTextbooks and MyLab and Mastering titles in the US for August of 2024. Pearson AI study tools are currently in more than 30 Pearson Mastering titles in the US this semester. Pearson is committed to investing in the responsible application of AI to advance product innovation and enhance the learning experience to educate, certify, and credential students and the workforce.
