Informa Management

Management criteria checks 4/4

Informa's CEO is Stephen Carter, appointed in Sep 2013, has a tenure of 11.17 years. total yearly compensation is £4.19M, comprised of 21.5% salary and 78.5% bonuses, including company stock and options. directly owns 0.12% of the company’s shares, worth €16.30M. The average tenure of the management team and the board of directors is 10.2 years and 3.7 years respectively.

Key information

Stephen Carter

Chief executive officer

UK£4.2m

Total compensation

CEO salary percentage	21.5%
CEO tenure	11.2yrs
CEO ownership	0.1%
Management average tenure	10.2yrs
Board average tenure	3.7yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Stephen Carter's remuneration changed compared to Informa's earnings?
Date	Total Compensation	Salary	Company Earnings
Jun 30 2024	n/a	n/a	UK£313m
Mar 31 2024	n/a	n/a	UK£366m
Dec 31 2023	UK£4m	UK£902k	UK£419m
Sep 30 2023	n/a	n/a	UK£386m
Jun 30 2023	n/a	n/a	UK£353m
Mar 31 2023	n/a	n/a	UK£246m
Dec 31 2022	UK£4m	UK£876k	UK£138m
Sep 30 2022	n/a	n/a	UK£157m
Jun 30 2022	n/a	n/a	UK£176m
Mar 31 2022	n/a	n/a	UK£105m
Dec 31 2021	UK£3m	UK£842k	UK£34m
Sep 30 2021	n/a	n/a	-UK£175m
Jun 30 2021	n/a	n/a	-UK£384m
Mar 31 2021	n/a	n/a	-UK£713m
Dec 31 2020	UK£3m	UK£772k	-UK£1b
Sep 30 2020	n/a	n/a	-UK£880m
Jun 30 2020	n/a	n/a	-UK£718m
Mar 31 2020	n/a	n/a	-UK£246m
Dec 31 2019	UK£3m	UK£842k	UK£226m
Sep 30 2019	n/a	n/a	UK£264m
Jun 30 2019	n/a	n/a	UK£303m
Mar 31 2019	n/a	n/a	UK£255m
Dec 31 2018	UK£4m	UK£829k	UK£208m
Sep 30 2018	n/a	n/a	UK£245m
Jun 30 2018	n/a	n/a	UK£282m
Mar 31 2018	n/a	n/a	UK£297m
Dec 31 2017	UK£4m	UK£825k	UK£311m

Compensation vs Market: Stephen's total compensation ($USD5.27M) is about average for companies of similar size in the German market ($USD4.78M).

Compensation vs Earnings: Stephen's compensation has been consistent with company performance over the past year.

CEO

Stephen Carter (60 yo)

11.2yrs

Tenure

UK£4,192,423

Compensation

Mr. Stephen Andrew Carter, CBE, is a Director of BolognaFiere S.p.A. He has been Non-Executive Director of Vodafone Group Public Limited Company since July 26, 2022. He has been Group Chief Executive of In...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Stephen Carter	Group Chief Executive & Executive Director	11.2yrs	UK£4.19m	0.12% € 16.3m
Gareth Wright	Group Finance Director & Executive Director	10.3yrs	UK£1.97m	0.041% € 5.7m
Patrick Martell	Group COO	5.8yrs	UK£1.67m	0.017% € 2.3m
Richard Menzies-Gow	Director of Investor Relations	10.8yrs	no data	no data
Rupert John Hopley	Group General Counsel & Company Secretary	13yrs	no data	no data
Peter Miller	Corporate Development Director	no data	no data	no data
Jill Dougan	Group Chief Marketing Officer	less than a year	no data	no data
Sally Ashford	Group HR Director	3.4yrs	no data	no data
Andrew Mullins	Chief Executive Officer of Informa Connect	10.1yrs	no data	no data
Julian Kirby	Managing Director of Global Finance at Informa Connect	no data	no data	no data
Marco Pardi	Managing Director of Horizontal Technologies - Informa Tech	no data	no data	no data
Margaret Connelly	President & CEO of Informa Markets - Asia	no data	no data	no data

10.2yrs

Average Tenure

57.5yo

Average Age

Experienced Management: IEA's management team is seasoned and experienced (10.2 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Stephen Carter	Group Chief Executive & Executive Director	14.5yrs	UK£4.19m	0.12% € 16.3m
Gareth Wright	Group Finance Director & Executive Director	10.3yrs	UK£1.97m	0.041% € 5.7m
Patrick Martell	Group COO	3.7yrs	UK£1.67m	0.017% € 2.3m
Mary McDowell	Senior Independent Director	6.4yrs	UK£98.20k	0.00074% € 101.9k
Andrew Ransom	Non-Executive Director	1.4yrs	UK£38.71k	0.0010% € 143.3k
John Rishton	Independent Non-Executive Chairman	8.2yrs	UK£412.04k	0.0015% € 205.2k
Louise Smalley	Independent Non-Executive Director	3.1yrs	UK£83.19k	0.00061% € 84.0k
Maria Kyriacou	Non-Executive Director	less than a year	no data	no data
Joanne Wilson	Independent Non-Executive Director	3.1yrs	UK£70.43k	0.00041% € 56.5k
Yin Zheng	Independent Non-Executive Director	2.9yrs	UK£72.10k	no data
Gillian Whitehead	Independent Non-Executive Director	5.3yrs	UK£85.39k	0.00032% € 44.1k

3.7yrs

Average Tenure

57yo

Average Age

Experienced Board: IEA's board of directors are considered experienced (3.7 years average tenure).

Informa Management

Management criteria checks 4/4

Key information

Recent management updates

Informa plc Announces Board Changes

High number of new directors

Informa plc Announces Appointment of Maria Kyriacou as Non-Executive Director and a Member of Audit and Nomination Committees

Informa plc Announces Executive Appointments

Informa plc, Annual General Meeting, Jun 21, 2024

Key Executive recently sold €3.6m worth of stock

Recent updates

Informa plc Announces Board Changes

High number of new directors

First half dividend of UK£0.064 announced

First half 2024 earnings released: EPS: UK£0.11 (vs UK£0.18 in 1H 2023)

Informa plc (LSE:INF) made a conditional proposal to acquire Ascential plc (LSE:ASCL) for £1.15 billion.

Informa plc (LSE:INF) made a conditional proposal to acquire Ascential plc (LSE:ASCL) for £1.15 billion.

Informa plc Announces Appointment of Maria Kyriacou as Non-Executive Director and a Member of Audit and Nomination Committees

Informa plc to Report First Half, 2024 Results on Jul 24, 2024

Informa plc Reaffirms Earnings Guidance for the Year 2024

Upcoming dividend of UK£0.12 per share

Informa plc Announces Executive Appointments

Informa plc, Annual General Meeting, Jun 21, 2024

Final dividend of UK£0.12 announced

Full year 2023 earnings released: EPS: UK£0.30 (vs UK£0.095 in FY 2022)

Informa plc Recommends Dividend for Fiscal Year 2023, Payable on July 12,2024

Key Executive recently sold €3.6m worth of stock

Informa plc to Report Q4, 2023 Results on Mar 07, 2024

Upcoming dividend of UK£0.058 per share at 1.7% yield

Informa plc Recommends an Interim Dividend, Payable on 15 September 2023

First half 2023 earnings released: EPS: UK£0.18 (vs UK£0.026 in 1H 2022)

High number of new directors

Informa plc Provides Group Revenue Guidance for the Year 2023

Upcoming dividend of UK£0.068 per share at 1.9% yield

Informa plc (LSE:INF) acquired Winsight, LLC from HPS Investment Partners, LLC for enterprise value of approximately $380 million.

Informa plc (LSE:INF) entered an agreement to acquire Winsight, LLC from HPS Investment Partners, LLC for enterprise value of approximately $380 million.

Now 21% undervalued

Key Executive recently bought €170k worth of stock

Now 23% undervalued

Full year 2022 earnings released: EPS: UK£0.095 (vs UK£0.052 in FY 2021)

Informa plc Revises Earnings Guidance for the Year 2022

Norstella completed the acquisition of Informa Business Intelligence, Inc. from Informa plc (LSE:INF).

Informa plc to Report Fiscal Year 2022 Results on Mar 09, 2023

Montagu Private Equity LLP agreed to acquire 80% stake in Shipping News Business Maritime Intelligence from Informa plc (LSE:INF) for approximately £390 million.

First half 2022 earnings released

Montagu Private Equity LLP agreed to acquire 80% stake in Shipping news business Maritime Intelligence from Informa plc (LSE:INF) for £385 million.

Upcoming dividend of UK£0.03 per share

Montagu Private Equity LLP agreed to acquire Emerging Portfolio Fund Research, Inc. from Informa plc (LSE:INF) for approximately $190 million.

Informa plc (LSE:INF) entered into a definitive agreement to acquire Industry Dive, Inc. from Falfurrias Capital Partners, LP for approximately $530 million.

Informa plc re-confirms Earnings Guidance for the Full Year 2022

Stephen Davidson Not to Stand for Re-Election as Non-Executive Director of Informa plc

Warburg Pincus LLC and Mubadala Investment Company PJSC completed the acquisition of an 85% stake in Pharma Intelligence from Informa plc (LSE:INF).

Full year 2021 earnings released: EPS: UK£0.052 (vs UK£0.73 loss in FY 2020)

High number of new directors

Full year 2021 earnings: EPS in line with expectations, revenues disappoint

Warburg Pincus LLC agreed to acquire 85% stake in Pharma Intelligence from Informa plc (LSE:INF) for £1.7 billion.

High number of new directors

Independent Non-Executive Director recently bought €58k worth of stock

Informa plc (LSE:INF) acquired Netline Corporation.

Randall-Reilly, LLC acquired Asset Intelligence Business Unit from Informa plc (LSE:INF).

High number of new directors

First half 2021 earnings released: UK£0.061 loss per share (vs UK£0.57 loss in 1H 2020)

Senior Independent Non-Executive Director Gareth Bullock has left the company

Non-Executive Chairman Derek Mapp has left the company

Informa plc (LSE:INF) and Inflexion Private Equity Partners LLP entered into an agreement to acquire Novantas, Inc.

Full year 2020 earnings released: UK£0.73 loss per share (vs UK£0.18 profit in FY 2019)

Informa plc Announces Board Changes

New 90-day high: €6.65

Informa Announces Board Changes

New 90-day high: €5.04

New 90-day high: €4.78

Informa plc Proposes No Interim Dividend for the Six Months Ended 30 June 2020

New 90-day low: €3.98

First half earnings released

Informa plc to Report First Half, 2020 Results on Sep 21, 2020

Informa plc (LSE : INF) completed the acquisition of Research Division of Informa Tech.

New 90-day low - €4.48

CEO Compensation Analysis

CEO

Tenure