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Informa plcLSE:INF 주식 보고서

시가총액 UK£10.4b
주가
UK£8.09
UK£10.39
22.2% 저평가 내재 할인율
1Y1.0%
7D0.8%
포트폴리오 가치
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Informa plc

LSE:INF 주식 리포트

시가총액: UK£10.4b

INF Community Fair Values

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Informa plc 경쟁사

가격 이력 및 성과

Informa 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가UK£8.09
52주 최고가UK£10.00
52주 최저가UK£7.19
베타0.70
1개월 변동-1.27%
3개월 변동-2.77%
1년 변동0.97%
3년 변동15.58%
5년 변동49.56%
IPO 이후 변동131.09%

최근 뉴스 및 업데이트

분석 기사 May 08

Informa's (LON:INF) Conservative Accounting Might Explain Soft Earnings

Shareholders appeared unconcerned with Informa plc's ( LON:INF ) lackluster earnings report last week. Our analysis...
새로운 내러티브 Apr 23

Rising Digital Formats And AI Productivity Will Shape Live B2B Events Steadily

Catalysts About Informa Informa operates a global portfolio of B2B live events and specialist academic and professional content services. What are the underlying business or industry changes driving this perspective?
새로운 내러티브 Apr 08

Specialist B2B Events And Academic Platforms Will Unlock Powerful Long Term Value

Catalysts About Informa Informa operates a global portfolio of B2B live events and specialist academic knowledge services across multiple industries and regions. What are the underlying business or industry changes driving this perspective?

Recent updates

분석 기사 May 08

Informa's (LON:INF) Conservative Accounting Might Explain Soft Earnings

Shareholders appeared unconcerned with Informa plc's ( LON:INF ) lackluster earnings report last week. Our analysis...
새로운 내러티브 Apr 23

Rising Digital Formats And AI Productivity Will Shape Live B2B Events Steadily

Catalysts About Informa Informa operates a global portfolio of B2B live events and specialist academic and professional content services. What are the underlying business or industry changes driving this perspective?
새로운 내러티브 Apr 08

Specialist B2B Events And Academic Platforms Will Unlock Powerful Long Term Value

Catalysts About Informa Informa operates a global portfolio of B2B live events and specialist academic knowledge services across multiple industries and regions. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 Apr 07

INF: Future Returns Will Be Driven By Buybacks And Resilient Dividend Policy Despite AI Uncertainty

Analysts have trimmed Informa's average price targets by around £35 to £65 per share, citing updated views on sector fundamentals, valuation and the balance between AI related risks and long term growth opportunities. Analyst Commentary Recent Street research on Informa points to a mixed but generally constructive stance, with several firms adjusting price targets while broadly maintaining positive ratings on the shares.
내러티브 업데이트 Mar 24

INF: Future Returns Will Be Driven By Ongoing Buybacks Despite AI Uncertainty

Informa's updated analyst price target has moved lower by £0.45 in fair value terms, reflecting a mix of modest target trims from £1,345 to £1,330 and £1,330 to £1,300, alongside one increase to £1,080 and a new £975 initiation, as analysts balance slightly adjusted growth, margin and P/E assumptions. Analyst Commentary Recent research updates present a mixed picture, with several price targets adjusted and one new initiation.
내러티브 업데이트 Mar 09

INF: Future Returns Will Be Anchored By Buybacks And AI Execution Risks

Analysts have made only small adjustments to their price targets for Informa, with moves such as Morgan Stanley shifting to £10.80 from £10.70, JPMorgan edging to £13.30 from £13.45, and Citi initiating at £9.75. These changes reflect differing views on growth potential and AI related risks.
내러티브 업데이트 Feb 23

INF: Future Returns Will Be Anchored By Buybacks And Higher P/E Expectations

Analysts have made only modest adjustments to Informa's targets, with one increasing the price target to £10.80 and another trimming theirs to £13.30. This reflects mixed views that balance slightly higher revenue growth assumptions with marginally lower profit margin expectations and a higher future P/E.
내러티브 업데이트 Feb 08

INF: Future Returns Will Be Driven By Buybacks And Modestly Repriced Earnings Risk

Analysts have made only a slight upward adjustment to their price expectations for Informa, with the latest fair value estimate moving to £10.84. This reflects a blend of modestly updated profit margin and discount rate assumptions, alongside mixed recent price target changes from Morgan Stanley, JPMorgan and Citi.
내러티브 업데이트 Jan 24

INF: Future Returns Will Be Underpinned By Buybacks And Repriced Earnings Risk

Analysts have made a modest adjustment to their fair value view on Informa, with the updated analyst price targets moving within a relatively tight band. This is supported by slightly higher assumptions for revenue growth and profit margins, alongside a small reduction in the implied future P/E multiple.
분석 기사 Jan 10

Is Informa plc (LON:INF) Trading At A 48% Discount?

Key Insights Informa's estimated fair value is UK£17.26 based on 2 Stage Free Cash Flow to Equity Current share price...
내러티브 업데이트 Jan 08

INF: Future Returns Will Be Driven By Lower Risk And Rerated Earnings

Analysts have lifted their price target for Informa to £11.40 from £10.00, reflecting updated assumptions around a slightly lower discount rate, modestly adjusted revenue growth and profit margin expectations, and a small change in future P/E inputs. Analyst Commentary Bullish analysts see the higher £11.40 price target as a reflection of steady execution against earnings expectations and a recalibrated view of risk, rather than a radical change in the story.
내러티브 업데이트 Dec 18

INF: Future Returns Will Be Driven By Compounding B2B Events Recovery

Analysts have nudged their price target for Informa higher, reflecting a modest uptick in estimated fair value to about $10.93 and a higher future P E multiple, even as they factor in slightly lower revenue growth and profit margin forecasts. Analyst Commentary Recent research updates point to a constructive stance on Informa, with price targets moving higher as analysts refine their views on the group’s recovery trajectory and earnings power.
분석 기사 Dec 08

Revenues Not Telling The Story For Informa plc (LON:INF)

When close to half the companies in the Media industry in the United Kingdom have price-to-sales ratios (or "P/S...
내러티브 업데이트 Dec 04

INF: Future Outlook Will Benefit From Compounding Growth In B2B Events

Analysts increased their price target on Informa to about £11.40 from £10.00, reflecting slightly lower long term growth and margin assumptions, offset by a modestly higher valuation multiple that still supports a positive recommendation. Analyst Commentary Recent research points to a more constructive stance on Informa, with the higher price target underpinned by confidence in the company’s ability to execute on its strategy and sustain attractive returns.
내러티브 업데이트 Nov 20

INF: Future Outlook Will Reflect Momentum From Compounding Growth Strategies

Informa's analyst price target has increased from £10.83 to £10.91 per share, reflecting analysts' positive outlook following recent price target revisions and continued confidence in the company's growth prospects. Analyst Commentary Bullish Takeaways Bullish analysts have raised their price targets, signaling increased confidence in Informa’s growth trajectory and underlying fundamentals.
분석 기사 Nov 11

We Think Informa (LON:INF) Can Stay On Top Of Its Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
내러티브 업데이트 Nov 06

INF: Future Outlook Will Reflect Earnings Momentum and Competitive Market Risks

Narrative Update: Informa Analyst Price Target Revised Upwards Analysts have increased their price target for Informa by £1.40 to £11.40 per share, citing ongoing business strength and improved forecasts. Analyst Commentary Bullish Takeaways Bullish analysts highlight Informa's sustained earnings momentum and robust financial health as supporting upward price target revisions.
내러티브 업데이트 Oct 22

Analysts Lift Informa Fair Value Estimate Following Revenue Growth and Discount Rate Adjustments

Analysts have raised their fair value estimate for Informa from $10.44 to $10.55, citing modest improvements in revenue growth assumptions and a slightly lower discount rate. What's in the News Informa will take part in a visit to the Dubai Air Show (Key Developments) Informa plc has scheduled an Analyst/Investor Day event (Key Developments) Valuation Changes The fair value estimate has risen slightly from $10.44 to $10.55 per share.
내러티브 업데이트 Oct 08

Digital Transformation And B2B Events Will Unlock Future Value

Analysts have raised their price target for Informa from $10.28 to $10.44. They cite stronger projected revenue growth, which outweighs slightly lower expected profit margins.
내러티브 업데이트 Sep 04

Digital Transformation And B2B Events Will Unlock Future Value

Informa’s valuation outlook remains stable, with negligible changes in both future P/E and revenue growth forecasts, resulting in an unchanged consensus price target of £10.28. What's in the News Interim dividend increased to 7.0p per share (previously 6.4p); DRIP available.
분석 기사 Aug 22

Risks To Shareholder Returns Are Elevated At These Prices For Informa plc (LON:INF)

When close to half the companies in the Media industry in the United Kingdom have price-to-sales ratios (or "P/S...
분석 기사 Jul 26

Informa (LON:INF) Has Announced A Dividend Of £0.07

Informa plc ( LON:INF ) has announced that it will pay a dividend of £0.07 per share on the 19th of September. Although...
분석 기사 Jul 08

Is Informa plc (LON:INF) Trading At A 46% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Informa fair value estimate is UK£15.09 Informa's UK£8.11...
User avatar
새로운 내러티브 Mar 09

AI Investments And Expansion Into US And China Will Drive Future Success In Key Sectors

Informa's strategic focus on high-growth markets and technology investments could enhance revenue, margins, and operational efficiencies.

주주 수익률

INFGB MediaGB 시장
7D0.8%4.4%0.5%
1Y1.0%-13.4%18.0%

수익률 대 산업: INF은 지난 1년 동안 -13.4%의 수익을 기록한 UK Media 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: INF은 지난 1년 동안 18%를 기록한 UK 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is INF's price volatile compared to industry and market?
INF volatility
INF Average Weekly Movement4.1%
Media Industry Average Movement6.2%
Market Average Movement5.7%
10% most volatile stocks in GB Market12.0%
10% least volatile stocks in GB Market3.1%

안정적인 주가: INF는 지난 3개월 동안 UK 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: INF의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
199814,052Stephen Carterwww.informa.com

Informa plc는 영국, 유럽 대륙, 북미, 중국 및 전 세계에서 국제 이벤트, 디지털 서비스 및 학술 연구 회사로 운영되고 있습니다. 이 회사는 다섯 가지 부문으로 운영됩니다: Informa Markets, Informa Connect, Informa Festivals, Taylor & Francis, Infroma TechTarget입니다. Informa Markets 부문은 구매자, 판매자 및 의사 결정권자가 다양한 전문 시장에서 신제품을 만나고, 발견하고, 선보일 수 있도록 지원할 뿐만 아니라 연례 B2B 전시회, 전문 콘텐츠, 구매자와 공급업체를 디지털 방식으로 연결하는 데 도움이 되는 리드 및 수요 창출 솔루션을 포함한 라이브 이벤트를 제공합니다.

Informa plc 기초 지표 요약

Informa의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
INF 기초 통계
시가총액UK£10.36b
순이익 (TTM)UK£11.00m
매출 (TTM)UK£4.04b
929.0x
주가수익비율(P/E)
2.5x
주가매출비율(P/S)

INF는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
INF 손익계산서 (TTM)
매출UK£4.04b
매출원가UK£2.51b
총이익UK£1.53b
기타 비용UK£1.52b
순이익UK£11.00m

최근 보고된 실적

Dec 31, 2025

다음 실적 발표일

해당 없음

주당순이익(EPS)0.0087
총이익률37.93%
순이익률0.27%
부채/자본 비율50.9%

INF의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

2.7%
현재 배당 수익률
2,602%
배당 성향

INF는 안정적으로 배당을 지급합니까?

INF 배당 기록 및 벤치마크 보기
다가오는 배당을 받으려면 언제까지 INF를 매수해야 하나요?
Informa 배당 일정
배당락일May 28 2026
배당 지급일Jul 10 2026
배당락일까지 남은 일수6 days
배당 지급일까지 남은 일수49 days

INF는 안정적으로 배당을 지급합니까?

INF 배당 기록 및 벤치마크 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 18:13
종가2026/05/21 00:00
수익2025/12/31
연간 수익2025/12/31

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Informa 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.

분석가기관
Nicholas Michael DempseyBarclays
Nicholas Michael DempseyBarclays
William LarwoodBerenberg