View ValuationInforma 향후 성장Future 기준 점검 4/6Informa (는) 각각 연간 29% 및 6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 33.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 15.5% 로 예상됩니다.핵심 정보29.0%이익 성장률33.23%EPS 성장률Media 이익 성장30.2%매출 성장률6.0%향후 자기자본이익률15.47%애널리스트 커버리지Good마지막 업데이트18 May 2026최근 향후 성장 업데이트공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.모든 업데이트 보기Recent 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.공시 • May 01Informa plc, Annual General Meeting, Jun 18, 2026Informa plc, Annual General Meeting, Jun 18, 2026. Location: 240 blackfriars road, se1 8bf, london United Kingdom공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2026공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2025공시 • Apr 08Informa plc, Annual General Meeting, May 28, 2025Informa plc, Annual General Meeting, May 28, 2025.공시 • 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).공시 • 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, 2025공시 • 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.공시 • 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.공시 • 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, 2024공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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%).공시 • 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.공시 • 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.이익 및 매출 성장 예측BATS-CHIXE:INFL - 애널리스트 향후 추정치 및 과거 재무 데이터 (GBP Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20284,9126581,0091,1921012/31/20274,6815959341,0761312/31/20264,3474878389231312/31/20254,04111768876N/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/A더 보기애널리스트 향후 성장 전망수입 대 저축률: INFL 의 연간 예상 수익 증가율(29%)이 saving rate(3.4%)보다 높습니다.수익 vs 시장: INFL 의 연간 수익(29%)이 UK 시장(11.4%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: INFL 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: INFL 의 수익(연간 6%)이 UK 시장(연간 4.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: INFL 의 수익(연간 6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: INFL의 자본 수익률은 3년 후 15.5%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMedia 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 11:17종가2026/05/21 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Informa plc는 26명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Nicholas Michael DempseyBarclaysNicholas Michael DempseyBarclaysWilliam LarwoodBerenberg23명의 분석가 더 보기
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • Apr 08Informa plc, Annual General Meeting, May 28, 2025Informa plc, Annual General Meeting, May 28, 2025.
공시 • 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).
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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%).
공시 • 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.
공시 • 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.