View ValuationInforma 将来の成長Future 基準チェック /46Informa利益と収益がそれぞれ年間29%と6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に15.5% 33.2%なると予測されています。主要情報29.0%収益成長率33.23%EPS成長率Media 収益成長30.2%収益成長率6.0%将来の株主資本利益率15.47%アナリストカバレッジGood最終更新日18 May 2026今後の成長に関する最新情報お知らせ • Jan 20Informa plc Provides Earnings Guidance for the Full Year 2026Informa plc provided earnings guidance for the full year 2026. For the year, the company expects 6%±underlying revenue guidance for 2026.お知らせ • Jul 25+ 1 more updateInforma plc Updates Earnings Guidance for the Full Year 2025Informa plc updated earnings guidance for the full year 2025. For the year company now expects Group underlying revenue growth increased from 5%+ to 6%±, including 8%+ underlying revenue growth in Live B2B Events; On a reported basis, company have maintained full year guidance for Revenue at £4bn±and increased adjusted earnings growth to 10%+. This is despite further weakening of the US dollar.お知らせ • May 02Informa plc Re-Affirms Group Earnings Guidance for the Year 2025Informa plc re-affirmed group earnings guidance for the year 2025. In 2025, Group expects £4.1bn± revenue target.お知らせ • Jun 21Informa plc Reaffirms Earnings Guidance for the Year 2024Informa plc reaffirmed earnings guidance for the year 2024. For the year, the expected Group revenue in the range of £3,450 million to £3,500 million.お知らせ • Jun 15Informa plc Provides Group Revenue Guidance for the Year 2023Informa plc provided group revenue guidance for the year 2023. The company is increasing 2023 Reported Group Revenue guidance to a range of £2.95 billion to £3.05 billion.すべての更新を表示Recent updatesDeclared Dividend • May 20Final dividend increased to UK£0.15Dividend of UK£0.15 is 10% higher than last year. Ex-date: 28th May 2026 Payment date: 10th July 2026 Dividend yield will be 2.7%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 26x earnings). However, it is well covered by cash flows (36% cash payout ratio). The dividend has increased by an average of 1.3% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 2,791% to bring the payout ratio under control. EPS is expected to grow by 136% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.お知らせ • May 01Informa plc, Annual General Meeting, Jun 18, 2026Informa plc, Annual General Meeting, Jun 18, 2026. Location: 240 blackfriars road, se1 8bf, london United Kingdomお知らせ • Apr 17Informa plc Appoints David Lynn as CEO of inD, Its Dubai-Based Partnership with Dubai World Trade Centre, Effective May 4, 2026Informa PLC confirmed that David Lynn has been appointed as Chief Executive of inD, its Dubai-based partnership with Dubai World Trade Centre. Mr. Lynn brings extensive international executive experience to inD from his previous role as President and Chief Executive of ViacomCBS Networks International, a billion-dollar revenue business with 5,000 colleagues across 180 markets. During his successful tenure, he led major digital transformations that disrupted the sector, including the launch of streaming platforms such as Paramount+ and PlutoTV across 20 countries. He also oversaw the successful integration of Network 10, a leading Australian network, Telefe, Argentina's main broadcaster and Channel Five, the UK's fifth terrestrial TV channel. Mr. Lynn will relocate to Dubai, becoming the inaugural CEO of inD from May 4, 2026, with the initial focus on effectively combining the DWTC and Informa B2B event brands and businesses within inD to create a single operating business with a clear growth plan for 2027 to 2029.お知らせ • Mar 13+ 1 more updateInforma plc Announces Appointment of Andy Ransom as A Member of the Audit Committee, Effective March 9, 2026Informa plc announced that With effect from 9 March 2026, Andy Ransom, Non-Executive Director, was appointed as a member of the Audit Committee, joining Gill Whitehead (Committee Chair), Joanne Wilson and Maria Kyriacou. Andy is also a member of the Nomination and Remuneration Committees.お知らせ • Jan 21Informa plc (LSE:INF) announces an Equity Buyback for £200 million worth of its shares.Informa plc (LSE:INF) announces a share repurchase program. Under the program, the company will purchases up to £200 million worth of it's shares.お知らせ • Jan 20Informa plc Provides Earnings Guidance for the Full Year 2026Informa plc provided earnings guidance for the full year 2026. For the year, the company expects 6%±underlying revenue guidance for 2026.お知らせ • Jan 19Informa plc to Report Fiscal Year 2025 Results on Mar 12, 2026Informa plc announced that they will report fiscal year 2025 results on Mar 12, 2026お知らせ • Aug 28Black Hat Announces Executive ChangesBlack Hat announced the appointment of Suzy Pallett as the brand’s new President, effective September 1. Steve Wylie, current head of Black Hat, will be stepping down after 11 years of leading the brand through unprecedented success and growth. Pallett brings over 20 years of experience across global B2B and B2C events, most recently serving as Executive Vice President, Europe and Middle East at Money20/20, the world’s leading global FinTech event series. Pallett will be focused on accelerating the growth of Black Hat's global events, working closely with the community to ensure a smooth transition and continued excellence. Under Pallett's leadership, Black Hat will further cement its position as the cybersecurity industry's most established and in-depth security event series where all career levels and academic disciplines convene to collaborate, network, and discuss the cybersecurity topics that matter most to them.お知らせ • Jul 25+ 1 more updateInforma plc Updates Earnings Guidance for the Full Year 2025Informa plc updated earnings guidance for the full year 2025. For the year company now expects Group underlying revenue growth increased from 5%+ to 6%±, including 8%+ underlying revenue growth in Live B2B Events; On a reported basis, company have maintained full year guidance for Revenue at £4bn±and increased adjusted earnings growth to 10%+. This is despite further weakening of the US dollar.お知らせ • Jul 07Innova plc Adds Art Monte-Carlo to Its Luxury and Lifestyle Portfolio, Informa PrestigeInforma has announced the addition of Art Monte-Carlo, the premier contemporary art event on the Cote d'Azur, to its Luxury and Lifestyle portfolio, Informa Prestige. The news was announced on 7 July, the first day of the 2025 edition of Art Monte-Carlo. The addition of Art Monte- Carlo marks a further extension of Informa's long-term partnership with Monaco, established for more than a decade, which has seen Informa become the largest owner/operator of live events in the Principality. The collaboration now comprises more than 15 Luxury brands across Europe and the US, including the Monaco Yacht Show, Top Marques Monaco and luxury lifestyle publisher BOAT International. Art Monte-Carlo will benefit from the strength and reach of this partnership, including Informa's existing presence in the international art market through Art Miami, and the Miami Beach and Houston editions of Untitled Art. Additionally, it will leverage Informa's international scale and strength in adjacent Luxury and Lifestyle markets including Aviation, Yachting and Boating, Automotive, Technology and Jewellery around the world. Established in 2016, this year's Art Monte-Carlo features 25 international modern and contemporary galleries, as well as special projects and art publishers. The current Art Monte-Carlo team continues to lead its growth and expansion, now with the additional support and resources of one of the world's leading exhibitions attendees.お知らせ • Jun 19+ 1 more updateInforma plc Approves Final Dividend for the Year Ended 31 December 2024Informa PLC held its Annual General Meeting on June 19, 2025, approved a final dividend for the year ended 31 December 2024 of 13.6 pence per ordinary share.お知らせ • May 02Informa plc Re-Affirms Group Earnings Guidance for the Year 2025Informa plc re-affirmed group earnings guidance for the year 2025. In 2025, Group expects £4.1bn± revenue target.お知らせ • Apr 23Informa plc to Report First Half, 2025 Results on Jul 23, 2025Informa plc announced that they will report first half, 2025 results on Jul 23, 2025お知らせ • Apr 08Informa plc, Annual General Meeting, May 28, 2025Informa plc, Annual General Meeting, May 28, 2025.お知らせ • Mar 06+ 1 more updateInforma plc Recommends Final Dividend for Fiscal Year 2024, Payable on 11 July, 2025The Board of Informa plc has recommended a final dividend of 13.6 pence per share for fiscal year 2024 (2023: 12.2 pence per share). The final dividend is scheduled to be paid on 11 July 2025 to ordinary shareholders registered at the close of business on 30 May 2025. This will result in total dividends for the year of 20.0 pence per share (2023: 18.0 pence per share).お知らせ • Jan 29Informa plc to Report Fiscal Year 2024 Results on Mar 06, 2025Informa plc announced that they will report fiscal year 2024 results on Mar 06, 2025お知らせ • Sep 05Informa plc Announces Board ChangesInforma plc announced that its Senior Independent Director, Mary McDowell, has been nominated as the Chair of New TechTarget, and is therefore expected to step down from the Board of Informa PLC. The combination of Informa Tech's Digital Businesses withTechTarget Inc. to create New TechTarget is on track to complete in the fourth quarter of 2024, subject to approval by TechTarget Inc.'s shareholders at a general meeting to be convened later this year. Mary McDowell will step down from the Informa PLC Board at the point of completion. Subject to the above, Louise Smalley, Non-Executive Director and Chair of the Remuneration Committee, will be appointed Senior Independent Director for Informa PLC.お知らせ • Jul 17Informa plc Announces Appointment of Maria Kyriacou as Non-Executive Director and a Member of Audit and Nomination CommitteesInforma announced the appointment of a new Non-Executive Director and confirms new Board responsibilities. Maria Kyriacou joins the Informa Board as a Non-Executive Director with effect from 15 July and becomes a member of Audit and Nomination Committees. Maria brings extensive leadership and operational experience within Global Entertainment businesses and most recently was President Broadcast & Studios for International Markets at Paramount Global. Prior to that, Maria was President, Australia, Israel and UK and led Paramount's operations across these leading international markets including all free-to-air, pay and streaming brands. Previous roles have included being President of International at ITV Studios and Senior Vice President Digital Media Distribution EMEA at The Walt Disney Company. Maria qualified as an ACA with PricewaterhouseCoopers, where she worked in the Audit and Advisory Services Division. Maria was a Non-Executive Director of Wizz Air Holdings plc between September 2018 and July 2021. There is no further information required to be disclosed under the requirements of Listing Rule 9.6.13 in relation to the appointment of Maria Kyriacou.お知らせ • Jul 11Informa plc to Report First Half, 2024 Results on Jul 24, 2024Informa plc announced that they will report first half, 2024 results on Jul 24, 2024お知らせ • Jun 21Informa plc Reaffirms Earnings Guidance for the Year 2024Informa plc reaffirmed earnings guidance for the year 2024. For the year, the expected Group revenue in the range of £3,450 million to £3,500 million.お知らせ • May 09+ 1 more updateInforma plc Announces Executive AppointmentsInforma plc has confirmed two key additions to the Informa Executive Leadership Team, adding further strength both in the management of Brands and Intellectual Property and in the Leadership of Academic Markets business. Penny Ladkin-Brand appointed Chief Executive of Taylor & Francis: Penny Ladkin-Brand joins the Informa Leadership Team as the Chief Executive of Taylor & Francis. She brings considerable growth-oriented leadership experience in specialist publishing, digital acceleration and the development of online platforms. Penny is currently Chief Financial and Strategy Officer at Future plc, having previously been Commercial Director at Autotrader Plc. Penny joined Future, a print-led specialist media business in 2015 and partnered with the CEO to grow the business tenfold into a specialist media platform through a combination of organic and inorganic growth. Penny is also Chair of Next 15 Group Plc, the data-driven growth consultancy. Jill Dougan appointed Group Chief Marketing Officer: Jill Dougan joins the Informa Leadership Team in the newly created role of Group Chief Marketing Officer. She brings over 30 years' experience in Sales, Marketing, Customer Insights, Data Insights and Brand, both in B2B and B2C companies, latterly through a number of senior roles at Centrica plc. As the Group continues to expand internationally, the effective management of First Party Data, Brands and Intellectual Property is becoming increasingly important in unlocking new revenue opportunities. This is illustrated by today's Partnership and Access Agreement (Intellectual Property) and similarly through recent expansion in the Kingdom of Saudi Arabia (Brands) and the TechTarget combination (First Party Data). Jill will focus on creating further value from Informa's First Party Data, Brands and Intellectual Property.お知らせ • Apr 28Informa plc, Annual General Meeting, Jun 21, 2024Informa plc, Annual General Meeting, Jun 21, 2024, at 10:00 Coordinated Universal Time. Location: 240 Blackfriars Road London United Kingdom Agenda: To consider reelection of Directors; to receive the Annual Report and audited financial statements of the company (incorporating the reports of the Directors and Auditor) for the year ended 31 December 2023; to approve the Directors' Remuneration Report; to adopt the Directors' Remuneration Policy; to approve a final dividend for the year ended 31 December 2023; to re-appoint PricewaterhouseCoopers LLP (PwC) as auditor of the company and fix their remuneration; to approve authority to allot shares; to consider authority to purchase own shares; and to consider other matters.Declared Dividend • Mar 11Final dividend increased to UK£0.12Dividend of UK£0.12 is 79% higher than last year. Ex-date: 6th June 2024 Payment date: 12th July 2024 Dividend yield will be 2.2%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 47% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 10Full year 2023 earnings released: EPS: UK£0.30 (vs UK£0.095 in FY 2022)Full year 2023 results: EPS: UK£0.30 (up from UK£0.095 in FY 2022). Revenue: UK£3.19b (up 41% from FY 2022). Net income: UK£419.0m (up 203% from FY 2022). Profit margin: 13% (up from 6.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 125% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 08+ 1 more updateInforma plc Recommends Dividend for Fiscal Year 2023, Payable on July 12,2024Informa plc recommended a final dividend of 12.2 pence per share for Fiscal year 2023 (2022: 6.8 pence per share). The final dividend is scheduled to be paid on 12 July 2024 to ordinary shareholders registered at the close of business on 6 June 2024. This will result in total dividends for the year of 18.0p per share (2022: 9.8 pence per share).Recent Insider Transactions • Dec 11Key Executive recently sold UK£3.1m worth of stockOn the 6th of December, Stephen Carter sold around 400k shares on-market at roughly UK£7.66 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Stephen has been a net seller over the last 12 months, reducing personal holdings by UK£2.9m.お知らせ • Nov 14+ 1 more updateInforma plc to Report Q4, 2023 Results on Mar 07, 2024Informa plc announced that they will report Q4, 2023 results on Mar 07, 2024New Risk • Sep 19New major risk - Revenue and earnings growthEarnings have declined by 2.8% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Upcoming Dividend • Aug 03Upcoming dividend of UK£0.058 per share at 1.7% yieldEligible shareholders must have bought the stock before 10 August 2023. Payment date: 15 September 2023. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of British dividend payers (6.2%). Lower than average of industry peers (3.2%).Reported Earnings • Jul 28First half 2023 earnings released: EPS: UK£0.18 (vs UK£0.026 in 1H 2022)First half 2023 results: EPS: UK£0.18 (up from UK£0.026 in 1H 2022). Revenue: UK£1.52b (up 53% from 1H 2022). Net income: UK£253.5m (up UK£214.4m from 1H 2022). Profit margin: 17% (up from 3.9% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 118% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 28Informa plc Recommends an Interim Dividend, Payable on 15 September 2023Informa plc announced For H1 2023, the Board has recommended an interim dividend of 5.8 pence per share (H1 2022: 3.0 pence per share). The interim dividend will be paid on 15 September 2023 to ordinary shareholders registered as at the close of business on 11 August 2023. The Dividend Reinvestment Plan (DRIP) will be available for the interim dividend and the last date for receipt of elections for the DRIP will be 29 August 2023.Board Change • Jul 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Andy Ransom was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 15Informa plc Provides Group Revenue Guidance for the Year 2023Informa plc provided group revenue guidance for the year 2023. The company is increasing 2023 Reported Group Revenue guidance to a range of £2.95 billion to £3.05 billion.Upcoming Dividend • May 26Upcoming dividend of UK£0.068 per share at 1.9% yieldEligible shareholders must have bought the stock before 01 June 2023. Payment date: 14 July 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.9%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (3.3%).お知らせ • May 20Informa plc (LSE:INF) acquired Winsight, LLC from HPS Investment Partners, LLC for enterprise value of approximately $380 million.Informa plc (LSE:INF) acquired Winsight, LLC from HPS Investment Partners, LLC for enterprise value of approximately $380 million on May 18, 2023. Earn-up of $20 million, payable subject to the delivery of stretch revenue and EBITDA growth targets. Winsight CEO Mike Wood will continue to lead the business which will become part of the Informa Connect division. Winsight will continue to operate business as usual through 2023 and will rebrand as Informa in the new year once integration planning is complete. Winsight was advised by Amir Akhavan of BrightTower (exclusive financial advisor) and Latham & Watkins LLP (legal advisor). BofA Securities acted as financial advisor to Informa plc (LSE:INF). Informa plc (LSE:INF) completed the acquisition of Winsight, LLC from HPS Investment Partners, LLC on May 18, 2023. Benjamin Sibbett, Kevin Colan, Howard Adler, Paul Koppel, Brian Concklin, David Michnal, Megan Gordon, Renee Latour, Catherine Ennis, Jacqueline Landells, Daryl Fairbairn, Victoria Manthas, James Grayer, and Anthony Candido of Clifford Chance US LLP acted as legal advisors to Informa plc in the deal.Recent Insider Transactions • Mar 17Key Executive recently bought UK£150k worth of stockOn the 13th of March, Stephen Carter bought around 23k shares on-market at roughly UK£6.64 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Stephen has been a buyer over the last 12 months, purchasing a net total of UK£152k worth in shares.Buying Opportunity • Mar 15Now 21% undervaluedOver the last 90 days, the stock is up 5.6%. The fair value is estimated to be UK£8.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.8% over the last 3 years. Earnings per share has grown by 63%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings is also forecast to grow by 37% per annum over the same time period.Reported Earnings • Mar 11Full year 2022 earnings released: EPS: UK£0.095 (vs UK£0.052 in FY 2021)Full year 2022 results: EPS: UK£0.095 (up from UK£0.052 in FY 2021). Revenue: UK£2.26b (up 26% from FY 2021). Net income: UK£138.3m (up 78% from FY 2021). Profit margin: 6.1% (up from 4.3% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Feb 07Now 21% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be UK£8.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 18% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 27% in 2 years. Earnings is forecast to grow by 37% in the next 2 years.お知らせ • Oct 08+ 1 more updateInforma plc to Report Fiscal Year 2022 Results on Mar 09, 2023Informa plc announced that they will report fiscal year 2022 results on Mar 09, 2023Reported Earnings • Aug 05First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (up UK£91.3m from 1H 2021). Profit margin: (up from net loss in 1H 2021). Over the next year, revenue is forecast to grow 9.0%, compared to a 8.6% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.Upcoming Dividend • Aug 04Upcoming dividend of UK£0.03 per shareEligible shareholders must have bought the stock before 11 August 2022. Payment date: 09 September 2022. Trailing yield: 1.0%. Lower than top quartile of British dividend payers (5.1%). Lower than average of industry peers (2.3%).Reported Earnings • Apr 28Full year 2021 earnings released: EPS: UK£0.052 (vs UK£0.73 loss in FY 2020)Full year 2021 results: EPS: UK£0.052 (up from UK£0.73 loss in FY 2020). Revenue: UK£1.80b (up 8.3% from FY 2020). Net income: UK£77.9m (up UK£1.12b from FY 2020). Profit margin: 4.3% (up from net loss in FY 2020). Over the next year, revenue is forecast to grow 22%, compared to a 11% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Yin Zheng was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 16Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: UK£0.052 (up from UK£0.73 loss in FY 2020). Revenue: UK£1.80b (up 8.3% from FY 2020). Net income: UK£77.9m (up UK£1.12b from FY 2020). Profit margin: 4.3% (up from net loss in FY 2020). Revenue missed analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 19%, compared to a 11% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Board Change • Jan 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Yin Zheng was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Dec 20Independent Non-Executive Director recently bought UK£49k worth of stockOn the 16th of December, David Flaschen bought around 10k shares on-market at roughly UK£4.89 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Recent Insider Transactions • Dec 18Independent Non-Executive Director recently bought UK£49k worth of stockOn the 16th of December, David Flaschen bought around 10k shares on-market at roughly UK£4.89 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Board Change • Nov 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Louise Smalley was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Jul 30First half 2021 earnings released: UK£0.061 loss per share (vs UK£0.57 loss in 1H 2020)The company reported a decent first half result with reduced losses and improved control over expenses, although revenues were weaker. First half 2021 results: Revenue: UK£688.9m (down 15% from 1H 2020). Net loss: UK£91.3m (loss narrowed 88% from 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.Executive Departure • Jun 09Senior Independent Non-Executive Director Gareth Bullock has left the companyOn the 3rd of June, Gareth Bullock's tenure as Senior Independent Non-Executive Director ended after 7.0 years in the role. As of March 2021, Gareth still personally held 18.01k shares (UK£102k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 5.04 years.Executive Departure • Jun 09Non-Executive Chairman Derek Mapp has left the companyOn the 3rd of June, Derek Mapp's tenure as Non-Executive Chairman ended after 17.1 years in the role. As of March 2021, Derek still personally held 216.94k shares (UK£1.2m worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 5.04 years.Reported Earnings • Apr 25Full year 2020 earnings released: UK£0.73 loss per share (vs UK£0.18 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: UK£1.66b (down 43% from FY 2019). Net loss: UK£1.04b (down UK£1.27b from profit in FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 97 percentage points per year, which is a significant difference in performance.Is New 90 Day High Low • Mar 09New 90-day high: UK£5.88The company is up 4.0% from its price of UK£5.65 on 08 December 2020. The British market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£7.75 per share.業績と収益の成長予測BATS-CHIXE:INFL - アナリストの将来予測と過去の財務データ ( )GBP Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20284,9126581,0091,1921012/31/20274,6815959341,0761312/31/20264,3474878389231312/31/20254,04111768876N/A9/30/20253,96842753860N/A6/30/20253,89473739844N/A3/31/20253,723185716823N/A12/31/20243,553298693802N/A9/30/20243,459305647759N/A6/30/20243,364313600717N/A3/31/20243,277366552669N/A12/31/20233,190419504620N/A9/30/20232,990386423530N/A6/30/20232,789353342440N/A3/31/20232,526246358446N/A12/31/20222,262138374451N/A9/30/20222,112157423488N/A6/30/20221,961176473525N/A3/31/20221,772105452498N/A12/31/20211,58334430472N/A9/30/20211,523-175158198N/A6/30/20211,462-384-114-76N/A3/31/20211,561-713-155-111N/A12/31/20201,661-1,042-195-146N/A9/30/20201,979-880101170N/A6/30/20202,297-718397480N/A3/31/20202,594-246504600N/A12/31/20192,890226610720N/A9/30/20192,855264N/A691N/A6/30/20192,820303N/A663N/A3/31/20192,595255N/A574N/A12/31/20182,370208N/A486N/A9/30/20182,084245N/A464N/A6/30/20181,799282N/A441N/A3/31/20181,778297N/A437N/A12/31/20171,757311N/A434N/A9/30/20171,685255N/A405N/A6/30/20171,612198N/A375N/A3/31/20171,479185N/A356N/A12/31/20161,345172N/A336N/A9/30/20161,293167N/A317N/A6/30/20161,241163N/A297N/A3/31/20161,227167N/A316N/A12/31/20151,212171N/A334N/A9/30/20151,19969N/A319N/A6/30/20151,186-33N/A305N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: INFLの予測収益成長率 (年間29% ) は 貯蓄率 ( 3.4% ) を上回っています。収益対市場: INFLの収益 ( 29% ) はUK市場 ( 11.5% ) よりも速いペースで成長すると予測されています。高成長収益: INFLの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: INFLの収益 ( 6% ) UK市場 ( 4.5% ) よりも速いペースで成長すると予測されています。高い収益成長: INFLの収益 ( 6% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: INFLの 自己資本利益率 は、3年後には低くなると予測されています ( 15.5 %)。成長企業の発掘7D1Y7D1Y7D1YMedia 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 14:03終値2026/05/22 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Informa plc 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。26 アナリスト機関Nicholas Michael DempseyBarclaysNicholas Michael DempseyBarclaysWilliam LarwoodBerenberg23 その他のアナリストを表示
お知らせ • Jan 20Informa plc Provides Earnings Guidance for the Full Year 2026Informa plc provided earnings guidance for the full year 2026. For the year, the company expects 6%±underlying revenue guidance for 2026.
お知らせ • Jul 25+ 1 more updateInforma plc Updates Earnings Guidance for the Full Year 2025Informa plc updated earnings guidance for the full year 2025. For the year company now expects Group underlying revenue growth increased from 5%+ to 6%±, including 8%+ underlying revenue growth in Live B2B Events; On a reported basis, company have maintained full year guidance for Revenue at £4bn±and increased adjusted earnings growth to 10%+. This is despite further weakening of the US dollar.
お知らせ • May 02Informa plc Re-Affirms Group Earnings Guidance for the Year 2025Informa plc re-affirmed group earnings guidance for the year 2025. In 2025, Group expects £4.1bn± revenue target.
お知らせ • Jun 21Informa plc Reaffirms Earnings Guidance for the Year 2024Informa plc reaffirmed earnings guidance for the year 2024. For the year, the expected Group revenue in the range of £3,450 million to £3,500 million.
お知らせ • Jun 15Informa plc Provides Group Revenue Guidance for the Year 2023Informa plc provided group revenue guidance for the year 2023. The company is increasing 2023 Reported Group Revenue guidance to a range of £2.95 billion to £3.05 billion.
Declared Dividend • May 20Final dividend increased to UK£0.15Dividend of UK£0.15 is 10% higher than last year. Ex-date: 28th May 2026 Payment date: 10th July 2026 Dividend yield will be 2.7%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 26x earnings). However, it is well covered by cash flows (36% cash payout ratio). The dividend has increased by an average of 1.3% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 2,791% to bring the payout ratio under control. EPS is expected to grow by 136% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
お知らせ • May 01Informa plc, Annual General Meeting, Jun 18, 2026Informa plc, Annual General Meeting, Jun 18, 2026. Location: 240 blackfriars road, se1 8bf, london United Kingdom
お知らせ • Apr 17Informa plc Appoints David Lynn as CEO of inD, Its Dubai-Based Partnership with Dubai World Trade Centre, Effective May 4, 2026Informa PLC confirmed that David Lynn has been appointed as Chief Executive of inD, its Dubai-based partnership with Dubai World Trade Centre. Mr. Lynn brings extensive international executive experience to inD from his previous role as President and Chief Executive of ViacomCBS Networks International, a billion-dollar revenue business with 5,000 colleagues across 180 markets. During his successful tenure, he led major digital transformations that disrupted the sector, including the launch of streaming platforms such as Paramount+ and PlutoTV across 20 countries. He also oversaw the successful integration of Network 10, a leading Australian network, Telefe, Argentina's main broadcaster and Channel Five, the UK's fifth terrestrial TV channel. Mr. Lynn will relocate to Dubai, becoming the inaugural CEO of inD from May 4, 2026, with the initial focus on effectively combining the DWTC and Informa B2B event brands and businesses within inD to create a single operating business with a clear growth plan for 2027 to 2029.
お知らせ • Mar 13+ 1 more updateInforma plc Announces Appointment of Andy Ransom as A Member of the Audit Committee, Effective March 9, 2026Informa plc announced that With effect from 9 March 2026, Andy Ransom, Non-Executive Director, was appointed as a member of the Audit Committee, joining Gill Whitehead (Committee Chair), Joanne Wilson and Maria Kyriacou. Andy is also a member of the Nomination and Remuneration Committees.
お知らせ • Jan 21Informa plc (LSE:INF) announces an Equity Buyback for £200 million worth of its shares.Informa plc (LSE:INF) announces a share repurchase program. Under the program, the company will purchases up to £200 million worth of it's shares.
お知らせ • Jan 20Informa plc Provides Earnings Guidance for the Full Year 2026Informa plc provided earnings guidance for the full year 2026. For the year, the company expects 6%±underlying revenue guidance for 2026.
お知らせ • Jan 19Informa plc to Report Fiscal Year 2025 Results on Mar 12, 2026Informa plc announced that they will report fiscal year 2025 results on Mar 12, 2026
お知らせ • Aug 28Black Hat Announces Executive ChangesBlack Hat announced the appointment of Suzy Pallett as the brand’s new President, effective September 1. Steve Wylie, current head of Black Hat, will be stepping down after 11 years of leading the brand through unprecedented success and growth. Pallett brings over 20 years of experience across global B2B and B2C events, most recently serving as Executive Vice President, Europe and Middle East at Money20/20, the world’s leading global FinTech event series. Pallett will be focused on accelerating the growth of Black Hat's global events, working closely with the community to ensure a smooth transition and continued excellence. Under Pallett's leadership, Black Hat will further cement its position as the cybersecurity industry's most established and in-depth security event series where all career levels and academic disciplines convene to collaborate, network, and discuss the cybersecurity topics that matter most to them.
お知らせ • Jul 25+ 1 more updateInforma plc Updates Earnings Guidance for the Full Year 2025Informa plc updated earnings guidance for the full year 2025. For the year company now expects Group underlying revenue growth increased from 5%+ to 6%±, including 8%+ underlying revenue growth in Live B2B Events; On a reported basis, company have maintained full year guidance for Revenue at £4bn±and increased adjusted earnings growth to 10%+. This is despite further weakening of the US dollar.
お知らせ • Jul 07Innova plc Adds Art Monte-Carlo to Its Luxury and Lifestyle Portfolio, Informa PrestigeInforma has announced the addition of Art Monte-Carlo, the premier contemporary art event on the Cote d'Azur, to its Luxury and Lifestyle portfolio, Informa Prestige. The news was announced on 7 July, the first day of the 2025 edition of Art Monte-Carlo. The addition of Art Monte- Carlo marks a further extension of Informa's long-term partnership with Monaco, established for more than a decade, which has seen Informa become the largest owner/operator of live events in the Principality. The collaboration now comprises more than 15 Luxury brands across Europe and the US, including the Monaco Yacht Show, Top Marques Monaco and luxury lifestyle publisher BOAT International. Art Monte-Carlo will benefit from the strength and reach of this partnership, including Informa's existing presence in the international art market through Art Miami, and the Miami Beach and Houston editions of Untitled Art. Additionally, it will leverage Informa's international scale and strength in adjacent Luxury and Lifestyle markets including Aviation, Yachting and Boating, Automotive, Technology and Jewellery around the world. Established in 2016, this year's Art Monte-Carlo features 25 international modern and contemporary galleries, as well as special projects and art publishers. The current Art Monte-Carlo team continues to lead its growth and expansion, now with the additional support and resources of one of the world's leading exhibitions attendees.
お知らせ • Jun 19+ 1 more updateInforma plc Approves Final Dividend for the Year Ended 31 December 2024Informa PLC held its Annual General Meeting on June 19, 2025, approved a final dividend for the year ended 31 December 2024 of 13.6 pence per ordinary share.
お知らせ • May 02Informa plc Re-Affirms Group Earnings Guidance for the Year 2025Informa plc re-affirmed group earnings guidance for the year 2025. In 2025, Group expects £4.1bn± revenue target.
お知らせ • Apr 23Informa plc to Report First Half, 2025 Results on Jul 23, 2025Informa plc announced that they will report first half, 2025 results on Jul 23, 2025
お知らせ • Apr 08Informa plc, Annual General Meeting, May 28, 2025Informa plc, Annual General Meeting, May 28, 2025.
お知らせ • Mar 06+ 1 more updateInforma plc Recommends Final Dividend for Fiscal Year 2024, Payable on 11 July, 2025The Board of Informa plc has recommended a final dividend of 13.6 pence per share for fiscal year 2024 (2023: 12.2 pence per share). The final dividend is scheduled to be paid on 11 July 2025 to ordinary shareholders registered at the close of business on 30 May 2025. This will result in total dividends for the year of 20.0 pence per share (2023: 18.0 pence per share).
お知らせ • Jan 29Informa plc to Report Fiscal Year 2024 Results on Mar 06, 2025Informa plc announced that they will report fiscal year 2024 results on Mar 06, 2025
お知らせ • Sep 05Informa plc Announces Board ChangesInforma plc announced that its Senior Independent Director, Mary McDowell, has been nominated as the Chair of New TechTarget, and is therefore expected to step down from the Board of Informa PLC. The combination of Informa Tech's Digital Businesses withTechTarget Inc. to create New TechTarget is on track to complete in the fourth quarter of 2024, subject to approval by TechTarget Inc.'s shareholders at a general meeting to be convened later this year. Mary McDowell will step down from the Informa PLC Board at the point of completion. Subject to the above, Louise Smalley, Non-Executive Director and Chair of the Remuneration Committee, will be appointed Senior Independent Director for Informa PLC.
お知らせ • Jul 17Informa plc Announces Appointment of Maria Kyriacou as Non-Executive Director and a Member of Audit and Nomination CommitteesInforma announced the appointment of a new Non-Executive Director and confirms new Board responsibilities. Maria Kyriacou joins the Informa Board as a Non-Executive Director with effect from 15 July and becomes a member of Audit and Nomination Committees. Maria brings extensive leadership and operational experience within Global Entertainment businesses and most recently was President Broadcast & Studios for International Markets at Paramount Global. Prior to that, Maria was President, Australia, Israel and UK and led Paramount's operations across these leading international markets including all free-to-air, pay and streaming brands. Previous roles have included being President of International at ITV Studios and Senior Vice President Digital Media Distribution EMEA at The Walt Disney Company. Maria qualified as an ACA with PricewaterhouseCoopers, where she worked in the Audit and Advisory Services Division. Maria was a Non-Executive Director of Wizz Air Holdings plc between September 2018 and July 2021. There is no further information required to be disclosed under the requirements of Listing Rule 9.6.13 in relation to the appointment of Maria Kyriacou.
お知らせ • Jul 11Informa plc to Report First Half, 2024 Results on Jul 24, 2024Informa plc announced that they will report first half, 2024 results on Jul 24, 2024
お知らせ • Jun 21Informa plc Reaffirms Earnings Guidance for the Year 2024Informa plc reaffirmed earnings guidance for the year 2024. For the year, the expected Group revenue in the range of £3,450 million to £3,500 million.
お知らせ • May 09+ 1 more updateInforma plc Announces Executive AppointmentsInforma plc has confirmed two key additions to the Informa Executive Leadership Team, adding further strength both in the management of Brands and Intellectual Property and in the Leadership of Academic Markets business. Penny Ladkin-Brand appointed Chief Executive of Taylor & Francis: Penny Ladkin-Brand joins the Informa Leadership Team as the Chief Executive of Taylor & Francis. She brings considerable growth-oriented leadership experience in specialist publishing, digital acceleration and the development of online platforms. Penny is currently Chief Financial and Strategy Officer at Future plc, having previously been Commercial Director at Autotrader Plc. Penny joined Future, a print-led specialist media business in 2015 and partnered with the CEO to grow the business tenfold into a specialist media platform through a combination of organic and inorganic growth. Penny is also Chair of Next 15 Group Plc, the data-driven growth consultancy. Jill Dougan appointed Group Chief Marketing Officer: Jill Dougan joins the Informa Leadership Team in the newly created role of Group Chief Marketing Officer. She brings over 30 years' experience in Sales, Marketing, Customer Insights, Data Insights and Brand, both in B2B and B2C companies, latterly through a number of senior roles at Centrica plc. As the Group continues to expand internationally, the effective management of First Party Data, Brands and Intellectual Property is becoming increasingly important in unlocking new revenue opportunities. This is illustrated by today's Partnership and Access Agreement (Intellectual Property) and similarly through recent expansion in the Kingdom of Saudi Arabia (Brands) and the TechTarget combination (First Party Data). Jill will focus on creating further value from Informa's First Party Data, Brands and Intellectual Property.
お知らせ • Apr 28Informa plc, Annual General Meeting, Jun 21, 2024Informa plc, Annual General Meeting, Jun 21, 2024, at 10:00 Coordinated Universal Time. Location: 240 Blackfriars Road London United Kingdom Agenda: To consider reelection of Directors; to receive the Annual Report and audited financial statements of the company (incorporating the reports of the Directors and Auditor) for the year ended 31 December 2023; to approve the Directors' Remuneration Report; to adopt the Directors' Remuneration Policy; to approve a final dividend for the year ended 31 December 2023; to re-appoint PricewaterhouseCoopers LLP (PwC) as auditor of the company and fix their remuneration; to approve authority to allot shares; to consider authority to purchase own shares; and to consider other matters.
Declared Dividend • Mar 11Final dividend increased to UK£0.12Dividend of UK£0.12 is 79% higher than last year. Ex-date: 6th June 2024 Payment date: 12th July 2024 Dividend yield will be 2.2%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 47% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 10Full year 2023 earnings released: EPS: UK£0.30 (vs UK£0.095 in FY 2022)Full year 2023 results: EPS: UK£0.30 (up from UK£0.095 in FY 2022). Revenue: UK£3.19b (up 41% from FY 2022). Net income: UK£419.0m (up 203% from FY 2022). Profit margin: 13% (up from 6.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 125% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 08+ 1 more updateInforma plc Recommends Dividend for Fiscal Year 2023, Payable on July 12,2024Informa plc recommended a final dividend of 12.2 pence per share for Fiscal year 2023 (2022: 6.8 pence per share). The final dividend is scheduled to be paid on 12 July 2024 to ordinary shareholders registered at the close of business on 6 June 2024. This will result in total dividends for the year of 18.0p per share (2022: 9.8 pence per share).
Recent Insider Transactions • Dec 11Key Executive recently sold UK£3.1m worth of stockOn the 6th of December, Stephen Carter sold around 400k shares on-market at roughly UK£7.66 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Stephen has been a net seller over the last 12 months, reducing personal holdings by UK£2.9m.
お知らせ • Nov 14+ 1 more updateInforma plc to Report Q4, 2023 Results on Mar 07, 2024Informa plc announced that they will report Q4, 2023 results on Mar 07, 2024
New Risk • Sep 19New major risk - Revenue and earnings growthEarnings have declined by 2.8% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Upcoming Dividend • Aug 03Upcoming dividend of UK£0.058 per share at 1.7% yieldEligible shareholders must have bought the stock before 10 August 2023. Payment date: 15 September 2023. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of British dividend payers (6.2%). Lower than average of industry peers (3.2%).
Reported Earnings • Jul 28First half 2023 earnings released: EPS: UK£0.18 (vs UK£0.026 in 1H 2022)First half 2023 results: EPS: UK£0.18 (up from UK£0.026 in 1H 2022). Revenue: UK£1.52b (up 53% from 1H 2022). Net income: UK£253.5m (up UK£214.4m from 1H 2022). Profit margin: 17% (up from 3.9% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 118% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 28Informa plc Recommends an Interim Dividend, Payable on 15 September 2023Informa plc announced For H1 2023, the Board has recommended an interim dividend of 5.8 pence per share (H1 2022: 3.0 pence per share). The interim dividend will be paid on 15 September 2023 to ordinary shareholders registered as at the close of business on 11 August 2023. The Dividend Reinvestment Plan (DRIP) will be available for the interim dividend and the last date for receipt of elections for the DRIP will be 29 August 2023.
Board Change • Jul 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Andy Ransom was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 15Informa plc Provides Group Revenue Guidance for the Year 2023Informa plc provided group revenue guidance for the year 2023. The company is increasing 2023 Reported Group Revenue guidance to a range of £2.95 billion to £3.05 billion.
Upcoming Dividend • May 26Upcoming dividend of UK£0.068 per share at 1.9% yieldEligible shareholders must have bought the stock before 01 June 2023. Payment date: 14 July 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.9%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (3.3%).
お知らせ • May 20Informa plc (LSE:INF) acquired Winsight, LLC from HPS Investment Partners, LLC for enterprise value of approximately $380 million.Informa plc (LSE:INF) acquired Winsight, LLC from HPS Investment Partners, LLC for enterprise value of approximately $380 million on May 18, 2023. Earn-up of $20 million, payable subject to the delivery of stretch revenue and EBITDA growth targets. Winsight CEO Mike Wood will continue to lead the business which will become part of the Informa Connect division. Winsight will continue to operate business as usual through 2023 and will rebrand as Informa in the new year once integration planning is complete. Winsight was advised by Amir Akhavan of BrightTower (exclusive financial advisor) and Latham & Watkins LLP (legal advisor). BofA Securities acted as financial advisor to Informa plc (LSE:INF). Informa plc (LSE:INF) completed the acquisition of Winsight, LLC from HPS Investment Partners, LLC on May 18, 2023. Benjamin Sibbett, Kevin Colan, Howard Adler, Paul Koppel, Brian Concklin, David Michnal, Megan Gordon, Renee Latour, Catherine Ennis, Jacqueline Landells, Daryl Fairbairn, Victoria Manthas, James Grayer, and Anthony Candido of Clifford Chance US LLP acted as legal advisors to Informa plc in the deal.
Recent Insider Transactions • Mar 17Key Executive recently bought UK£150k worth of stockOn the 13th of March, Stephen Carter bought around 23k shares on-market at roughly UK£6.64 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Stephen has been a buyer over the last 12 months, purchasing a net total of UK£152k worth in shares.
Buying Opportunity • Mar 15Now 21% undervaluedOver the last 90 days, the stock is up 5.6%. The fair value is estimated to be UK£8.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.8% over the last 3 years. Earnings per share has grown by 63%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings is also forecast to grow by 37% per annum over the same time period.
Reported Earnings • Mar 11Full year 2022 earnings released: EPS: UK£0.095 (vs UK£0.052 in FY 2021)Full year 2022 results: EPS: UK£0.095 (up from UK£0.052 in FY 2021). Revenue: UK£2.26b (up 26% from FY 2021). Net income: UK£138.3m (up 78% from FY 2021). Profit margin: 6.1% (up from 4.3% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Media industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 63% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Feb 07Now 21% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be UK£8.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 18% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 27% in 2 years. Earnings is forecast to grow by 37% in the next 2 years.
お知らせ • Oct 08+ 1 more updateInforma plc to Report Fiscal Year 2022 Results on Mar 09, 2023Informa plc announced that they will report fiscal year 2022 results on Mar 09, 2023
Reported Earnings • Aug 05First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (up UK£91.3m from 1H 2021). Profit margin: (up from net loss in 1H 2021). Over the next year, revenue is forecast to grow 9.0%, compared to a 8.6% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.
Upcoming Dividend • Aug 04Upcoming dividend of UK£0.03 per shareEligible shareholders must have bought the stock before 11 August 2022. Payment date: 09 September 2022. Trailing yield: 1.0%. Lower than top quartile of British dividend payers (5.1%). Lower than average of industry peers (2.3%).
Reported Earnings • Apr 28Full year 2021 earnings released: EPS: UK£0.052 (vs UK£0.73 loss in FY 2020)Full year 2021 results: EPS: UK£0.052 (up from UK£0.73 loss in FY 2020). Revenue: UK£1.80b (up 8.3% from FY 2020). Net income: UK£77.9m (up UK£1.12b from FY 2020). Profit margin: 4.3% (up from net loss in FY 2020). Over the next year, revenue is forecast to grow 22%, compared to a 11% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Yin Zheng was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 16Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: UK£0.052 (up from UK£0.73 loss in FY 2020). Revenue: UK£1.80b (up 8.3% from FY 2020). Net income: UK£77.9m (up UK£1.12b from FY 2020). Profit margin: 4.3% (up from net loss in FY 2020). Revenue missed analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 19%, compared to a 11% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Board Change • Jan 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Yin Zheng was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Dec 20Independent Non-Executive Director recently bought UK£49k worth of stockOn the 16th of December, David Flaschen bought around 10k shares on-market at roughly UK£4.89 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Recent Insider Transactions • Dec 18Independent Non-Executive Director recently bought UK£49k worth of stockOn the 16th of December, David Flaschen bought around 10k shares on-market at roughly UK£4.89 per share. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Board Change • Nov 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Louise Smalley was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jul 30First half 2021 earnings released: UK£0.061 loss per share (vs UK£0.57 loss in 1H 2020)The company reported a decent first half result with reduced losses and improved control over expenses, although revenues were weaker. First half 2021 results: Revenue: UK£688.9m (down 15% from 1H 2020). Net loss: UK£91.3m (loss narrowed 88% from 1H 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.
Executive Departure • Jun 09Senior Independent Non-Executive Director Gareth Bullock has left the companyOn the 3rd of June, Gareth Bullock's tenure as Senior Independent Non-Executive Director ended after 7.0 years in the role. As of March 2021, Gareth still personally held 18.01k shares (UK£102k worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 5.04 years.
Executive Departure • Jun 09Non-Executive Chairman Derek Mapp has left the companyOn the 3rd of June, Derek Mapp's tenure as Non-Executive Chairman ended after 17.1 years in the role. As of March 2021, Derek still personally held 216.94k shares (UK£1.2m worth at the time). A total of 2 executives have left over the last 12 months. The current median tenure of the management team is 5.04 years.
Reported Earnings • Apr 25Full year 2020 earnings released: UK£0.73 loss per share (vs UK£0.18 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: UK£1.66b (down 43% from FY 2019). Net loss: UK£1.04b (down UK£1.27b from profit in FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 97 percentage points per year, which is a significant difference in performance.
Is New 90 Day High Low • Mar 09New 90-day high: UK£5.88The company is up 4.0% from its price of UK£5.65 on 08 December 2020. The British market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£7.75 per share.