Informa plc

LSE:INF Voorraadrapport

Marktkapitalisatie: UK£11.1b

Informa Inkomsten in het verleden

Verleden criteriumcontroles 1/6

Informa is de winst gegroeid met een gemiddeld jaarlijks percentage van 51.5%, terwijl de Media industrie de winst jaarlijks groeide met 12%. De inkomsten zijn gegroeid met een gemiddelde van 21.6% per jaar.

Belangrijke informatie

51.50%

Groei van de winst

51.67%

Groei van de winst per aandeel

Media Groei van de industrie21.64%
Inkomstengroei21.56%
Rendement op eigen vermogen-2.32%
Nettomarge0.27%
Volgende winstupdate30 Jul 2026

Recente prestatie-updates uit het verleden

Analyse-artikel 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...

Recent updates

Analyse-artikel 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...
Nieuw narratief 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?
Nieuw narratief 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?
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Analyse-artikel 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...
Narratiefupdate 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.
Narratiefupdate 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.
Analyse-artikel 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...
Narratiefupdate 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.
Narratiefupdate 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.
Analyse-artikel 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...
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Analyse-artikel 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...
Analyse-artikel 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...
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Nieuw narratief 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.

Opbrengsten en kosten

Hoe Informa geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.


Inkomsten en omzetgeschiedenis

LSE:INF Opbrengsten, kosten en inkomsten (GBP Millions )
DatumInkomstenInkomstenG+A UitgavenR&D-uitgaven
31 Dec 254,0411190
30 Sep 253,96842100
30 Jun 253,89473100
31 Mar 253,723185100
31 Dec 243,553298100
30 Sep 243,45930580
30 Jun 243,36431360
31 Mar 243,27736660
31 Dec 233,19041960
30 Sep 232,99038650
30 Jun 232,78935340
31 Mar 232,52624640
31 Dec 222,26213840
30 Sep 222,11215740
30 Jun 221,96117640
31 Mar 221,77210540
31 Dec 211,5833440
30 Sep 211,523-17530
30 Jun 211,462-38430
31 Mar 211,561-71330
31 Dec 201,661-1,04230
30 Sep 201,979-88030
30 Jun 202,297-71830
31 Mar 202,594-24630
31 Dec 192,89022630
30 Sep 192,855264210
30 Jun 192,820303390
31 Mar 192,595255390
31 Dec 182,370208390
30 Sep 182,084245350
30 Jun 181,799282300
31 Mar 181,778297300
31 Dec 171,757311300
30 Sep 171,685255280
30 Jun 171,612198260
31 Mar 171,479185260
31 Dec 161,345172250
30 Sep 161,293167230
30 Jun 161,241163210
31 Mar 161,227167210
31 Dec 151,212171210
30 Sep 151,19969200

Kwaliteitswinsten: INF heeft een grote eenmalige verlies van £721.0M wat gevolgen heeft voor de financiële resultaten van de laatste 12 maanden tot 31st December, 2025.

Groeiende winstmarge: De huidige netto winstmarges (0.3%) INF } zijn lager dan vorig jaar (8.4%).


Analyse vrije kasstroom versus winst


Analyse van de winstgroei in het verleden

Winsttrend: INF is de afgelopen 5 jaar winstgevend geworden en heeft de winst met 51.5% per jaar laten groeien.

Versnelling van de groei: De winstgroei INF is het afgelopen jaar negatief geweest en kan daarom niet worden vergeleken met het 5-jarig gemiddelde.

Winst versus industrie: INF had het afgelopen jaar een negatieve winstgroei ( -96.3% ), waardoor het moeilijk is om te vergelijken met het branchegemiddelde Media ( -15.5% ).


Rendement op eigen vermogen

Hoge ROE: Het Rendement op eigen vermogen ( -2.3% ) van INF wordt als laag beschouwd.


Rendement op activa


Rendement op geïnvesteerd vermogen


Ontdek sterk presterende bedrijven uit het verleden

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/07/17 09:04
Aandelenkoers aan het einde van de dag2026/07/17 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Informa plc wordt gevolgd door 25 analisten. 14 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Nicholas Michael DempseyBarclays
William LarwoodBerenberg
Christophe CherblancBernstein