Declared Dividend • 17h
Final dividend of UK£0.15 announced Shareholders will receive a dividend of UK£0.15. Ex-date: 28th May 2026 Payment date: 10th July 2026 Dividend yield will be 2.5%, which is lower than the industry average of 5.1%. 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. Tillkännagivande • May 01
Informa plc, Annual General Meeting, Jun 18, 2026 Informa plc, Annual General Meeting, Jun 18, 2026. Location: 240 blackfriars road, se1 8bf, london United Kingdom Tillkännagivande • Apr 17
Informa plc Appoints David Lynn as CEO of inD, Its Dubai-Based Partnership with Dubai World Trade Centre, Effective May 4, 2026 Informa 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. Tillkännagivande • Jan 21
Informa 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. Tillkännagivande • Jan 20
Informa plc Provides Earnings Guidance for the Full Year 2026 Informa plc provided earnings guidance for the full year 2026. For the year, the company expects 6%±underlying revenue guidance for 2026. Tillkännagivande • Jan 19
Informa plc to Report Fiscal Year 2025 Results on Mar 12, 2026 Informa plc announced that they will report fiscal year 2025 results on Mar 12, 2026 Tillkännagivande • Aug 28
Black Hat Announces Executive Changes Black 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. Tillkännagivande • Jul 07
Innova plc Adds Art Monte-Carlo to Its Luxury and Lifestyle Portfolio, Informa Prestige Informa 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. Tillkännagivande • May 02
Informa plc Re-Affirms Group Earnings Guidance for the Year 2025 Informa plc re-affirmed group earnings guidance for the year 2025. In 2025, Group expects £4.1bn± revenue target. Tillkännagivande • Apr 23
Informa plc to Report First Half, 2025 Results on Jul 23, 2025 Informa plc announced that they will report first half, 2025 results on Jul 23, 2025 Tillkännagivande • Apr 08
Informa plc, Annual General Meeting, May 28, 2025 Informa plc, Annual General Meeting, May 28, 2025. Tillkännagivande • Jan 29
Informa plc to Report Fiscal Year 2024 Results on Mar 06, 2025 Informa plc announced that they will report fiscal year 2024 results on Mar 06, 2025 Tillkännagivande • Sep 05
Informa plc Announces Board Changes Informa 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. Board Change • Aug 01
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Maria Kyriacou was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Declared Dividend • Jul 26
First half dividend of UK£0.064 announced Shareholders will receive a dividend of UK£0.064. Ex-date: 8th August 2024 Payment date: 20th September 2024 Dividend yield will be 2.0%, which is lower than the industry average of 5.1%. Sustainability & Growth Dividend is covered by both earnings (81% earnings payout ratio) and cash flows (40% 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 98% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Jul 25
First half 2024 earnings released: EPS: UK£0.11 (vs UK£0.18 in 1H 2023) First half 2024 results: EPS: UK£0.11 (down from UK£0.18 in 1H 2023). Revenue: UK£1.70b (up 12% from 1H 2023). Net income: UK£147.3m (down 42% from 1H 2023). Profit margin: 8.7% (down from 17% in 1H 2023). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth. Tillkännagivande • Jul 17
Informa plc Announces Appointment of Maria Kyriacou as Non-Executive Director and a Member of Audit and Nomination Committees Informa 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. Tillkännagivande • Jul 11
Informa plc to Report First Half, 2024 Results on Jul 24, 2024 Informa plc announced that they will report first half, 2024 results on Jul 24, 2024 Tillkännagivande • Jun 21
Informa plc Reaffirms Earnings Guidance for the Year 2024 Informa 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. Upcoming Dividend • May 30
Upcoming dividend of UK£0.12 per share Eligible shareholders must have bought the stock before 06 June 2024. Payment date: 12 July 2024. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (5.4%). Tillkännagivande • Apr 28
Informa plc, Annual General Meeting, Jun 21, 2024 Informa 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 11
Final dividend of UK£0.12 announced Shareholders will receive a dividend of UK£0.12. Ex-date: 5th June 2024 Payment date: 12th July 2024 Dividend yield will be 2.0%, which is lower than the industry average of 5.1%. 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 10
Full 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 4.0% growth forecast for the Media industry in Germany. 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 11% per year, which means it is significantly lagging earnings growth. Recent Insider Transactions • Dec 11
Key Executive recently sold €3.6m worth of stock On the 6th of December, Stephen Carter sold around 400k shares on-market at roughly €8.93 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 €3.4m. Upcoming Dividend • Aug 03
Upcoming dividend of UK£0.058 per share at 1.7% yield Eligible 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 German dividend payers (4.7%). Lower than average of industry peers (6.3%). Tillkännagivande • Jul 28
Informa plc Recommends an Interim Dividend, Payable on 15 September 2023 Informa 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. Reported Earnings • Jul 28
First 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 4.7% growth forecast for the Media industry in Germany. 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 26% per year, which means it is significantly lagging earnings growth. Board Change • Jul 02
High number of new directors There 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. Tillkännagivande • Jun 15
Informa plc Provides Group Revenue Guidance for the Year 2023 Informa 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 25
Upcoming dividend of UK£0.068 per share at 1.9% yield Eligible 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 German dividend payers (4.7%). Lower than average of industry peers (6.6%). Tillkännagivande • May 20
Informa 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. Buying Opportunity • Apr 05
Now 21% undervalued Over the last 90 days, the stock is up 7.9%. The fair value is estimated to be €9.73, 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%. Revenue is forecast to grow by 31% in 2 years. Earnings is forecast to grow by 154% in the next 2 years. Recent Insider Transactions • Mar 16
Key Executive recently bought €170k worth of stock On the 13th of March, Stephen Carter bought around 23k shares on-market at roughly €7.53 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 €172k worth in shares. Buying Opportunity • Mar 15
Now 23% undervalued Over the last 90 days, the stock is up 2.0%. The fair value is estimated to be €9.41, 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 10
Full 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 5.1% growth forecast for the Media industry in Germany. 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 7% per year, which means it is significantly lagging earnings growth. Tillkännagivande • Nov 14
Informa plc Revises Earnings Guidance for the Year 2022 Informa plc revised earnings guidance for the year 2022. For the period, the company revised guidance range to Revenue of £2,300 million -£2,350 million against Previous guidance was for Revenue of £2,150 million -£2,250 million. Tillkännagivande • Nov 02
Norstella completed the acquisition of Informa Business Intelligence, Inc. from Informa plc (LSE:INF). Norstella agreed to acquire Citeline from Informa plc (LSE:INF) on June 28, 2022. The merger is subject to customary closing conditions and regulatory approvals and is expected to close in the second half of 2022. Jefferies acted as financial advisor to Citeline in the transaction. Adrian Maguire; Keir MacLennan; Dan Clarke; Keri Schick Norton; Jiri Peterka; George Rawlinson; Steven Hunter; Sherlin Wong; Moose Sarfraz; Mo Green; Ben Hai; Shannon Sherman; Tom Lawless; Dylan Mason; Marin Boney; Philipp Gnatzy; and Savannah Malnar-Cole of Kirkland & Ellis acted as legal advisor to Citeline.
Norstella completed the acquisition of Informa Business Intelligence, Inc. from Informa plc (LSE:INF) on November 1, 2022. Tillkännagivande • Aug 06
Montagu Private Equity LLP agreed to acquire 80% stake in Shipping News Business Maritime Intelligence from Informa plc (LSE:INF) for approximately £390 million. Montagu Private Equity LLP agreed to acquire 80% stake in Shipping News Business Maritime Intelligence from Informa plc (LSE:INF) for approximately £390 million on August 4, 2022. Transaction is subject to subject to finalization of working capital and capital structure. In 2021, Maritime Intelligence reported Gross assets were approximately £100 million. Centerview Partners LLC acted as financial advisor to financial advisor to Informa Plc in the transaction. Alex Woodward, Marly Didizian, Yohan Liyanage, Simon Kerr-Davis, Jamie Coomber, Neil Hoolihan, and Daniel Law of Linklaters LLP acted as legal advisor to Montagu. Katherine Moir, Steven Fox, Zayed Al Jamil, Chinwe Odimba-Chapman and Nicola Hemsley of Clifford Chance LLP acted as legal advisor to Informa. Reported Earnings • Aug 05
First half 2022 earnings released First 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 8.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 9% per year. Upcoming Dividend • Aug 04
Upcoming dividend of UK£0.03 per share Eligible shareholders must have bought the stock before 11 August 2022. Payment date: 09 September 2022. Trailing yield: 1.0%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (8.1%). Tillkännagivande • Jul 21
Montagu Private Equity LLP agreed to acquire Emerging Portfolio Fund Research, Inc. from Informa plc (LSE:INF) for approximately $190 million. Montagu Private Equity LLP agreed to acquire Emerging Portfolio Fund Research, Inc. from Informa plc (LSE:INF) for approximately $190 million on July 19, 2022. The consideration will be paid in cash. In 2021, Emerging Portfolio Fund Research delivered revenues of £17.2 million ($20.54 million) and gross assets of £43.6 million ($52.1 million). In 2021, EPFR accounted for approximately 6% of reported adjusted operating profit of £109.8 million ($131.14 million). Tillkännagivande • Jul 20
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 (LSE:INF) entered into a definitive agreement to acquire Industry Dive, Inc. from Falfurrias Capital Partners, LP for approximately $530 million on July 19, 2022. The initial cash consideration being paid is $389 million. The agreement includes a significant earn-up element, which is designed to drive further growth acceleration. If the earn-up growth acceleration plan is delivered in full, it could see total consideration increase to $525 million by 2024. As of July 19, 2022, Industry Dive reported a revenue of $81.9 million, total assets of $149 million and Profit before tax of $4.1 million for the period ended December 31, 2021. Industry Dive will remain a standalone business at Informa within its Informa Tech division. The transaction is subjected to regulatory approvals and customary closing conditions. The transaction is anticipated to close during the third quarter of 2022. BrightTower LLC acted as financial advisor to Industry Dive and Falfurrias Capital Partners. K&L Gates LLP acted as legal advisor to Industry Dive and Falfurrias Capital Partners. Tillkännagivande • Jul 19
Informa plc re-confirms Earnings Guidance for the Full Year 2022 Informa plc in June, raised full year expectations for the Informa Group to the upper end of the guidance range provided at the 2021 Full Year Results in March (Revenue of £2,150 million -£2,250 million and adjusted operating profit of £470 million -£490 million). Tillkännagivande • Jun 16
Stephen Davidson Not to Stand for Re-Election as Non-Executive Director of Informa plc Informa plc announced that Stephen Davidson, who has been a Non-Executive Director on the Board for the past seven years and who was appointed as Chair of Calnex Solutions plc alongside his other responsibilities, will not seek re-election as an Informa Director at AGM to be held on 16 June 2022. Tillkännagivande • Jun 02
Warburg Pincus LLC and Mubadala Investment Company PJSC completed the acquisition of an 85% stake in Pharma Intelligence from Informa plc (LSE:INF). Warburg Pincus LLC and Mubadala Investment Company PJSC signed a binding agreement to acquire 85% stake in Pharma Intelligence from Informa plc (LSE:INF) for £1.7 billion on February 10, 2022. Informa will retain 15% ownership in Pharma Intelligence. Pharma Intelligence reported gross assets of £479.9 million as at June 30, 2021. The acquisition is expected to complete in early June 2022, subject to any relevant regulatory clearances. The deal is subject to Informa plc (LSE:INF) board approval. As of February 10, 2022 Informa plc (LSE:INF) board approved the deal. BofA Securities acted as financial advisor to Informa. Centerview Partners acted as financial advisor to Informa plc. Clifford Chance LLP acted as legal advisor to Informa plc in the transaction. Adrian Maguire, Dan Clarke, Keir MacLennan; Keri Schick Norton, Neel V. Sachdev, Eric J. Wedel, P.C., Ben Steadman, Stefan Arnold-Soulby, Peter Abbott, Sam Trowbridge, Paula Riedel, Matthew Sinclair-Thomson and Jenny Wilson of Kirkland & Ellis acted as legal advisor to Warburg Pincus.
Warburg Pincus LLC and Mubadala Investment Company PJSC completed the acquisition of an 85% stake in Pharma Intelligence from Informa plc (LSE:INF) on June 1, 2022. Reported Earnings • Apr 28
Full 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 8.4% growth forecast for the industry in Germany. 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 27
High number of new directors There 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 16
Full year 2021 earnings: EPS in line with expectations, revenues disappoint 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). Revenue missed analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 19%, compared to a 8.7% growth forecast for the industry in Germany. 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 10% per year, which means it has not declined as severely as earnings. Tillkännagivande • Feb 11
Warburg Pincus LLC agreed to acquire 85% stake in Pharma Intelligence from Informa plc (LSE:INF) for £1.7 billion. Warburg Pincus LLC and Mubadala Investment Company PJSC signed a binding agreement to acquire 85% stake in Pharma Intelligence from Informa plc (LSE:INF) for £1.7 billion on February 10, 2022. Informa will retain 15% ownership in Pharma Intelligence. Pharma Intelligence reported gross assets of £479.9 million as at June 30, 2021. The acquisition is expected to complete in early June 2022, subject to any relevant regulatory clearances. The deal is subject to Informa plc (LSE:INF) board approval. As of February 10, 2022 Informa plc (LSE:INF) board approved the deal. Board Change • Jan 02
High number of new directors There 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 18
Independent Non-Executive Director recently bought €58k worth of stock On the 16th of December, David Flaschen bought around 10k shares on-market at roughly €5.76 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. Tillkännagivande • Dec 09
Informa plc (LSE:INF) acquired Netline Corporation. Informa plc (LSE:INF) acquired Netline Corporation on December 7, 2021. Netline's founder, Alvin and the entire NetLine team will join Informa Tech, a division of Informa plc, under the leadership of Gary Nugent, Chief Executive Officer of Informa. BrightTower LLC acted as financial advisor to Informa plc.
Informa plc (LSE:INF) completed the acquisition of Netline Corporation on December 7, 2021. Tillkännagivande • Dec 02
Randall-Reilly, LLC acquired Asset Intelligence Business Unit from Informa plc (LSE:INF). Randall-Reilly, LLC acquired Asset Intelligence Business Unit from Informa plc (LSE:INF) on December 1, 2021. Lazard Ltd (NYSE:LAZ) acted as financial advisor to Randall-Reilly, LLC.
Randall-Reilly, LLC completed the acquisition of Asset Intelligence Business Unit from Informa plc (LSE:INF) on December 1, 2021. Board Change • Nov 02
High number of new directors There 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 30
First 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 87 percentage points per year, which is a significant difference in performance. Executive Departure • Jun 09
Senior Independent Non-Executive Director Gareth Bullock has left the company On 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 (€120k 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 09
Non-Executive Chairman Derek Mapp has left the company On 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 (€1.4m 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. Tillkännagivande • Apr 28
Informa plc (LSE:INF) and Inflexion Private Equity Partners LLP entered into an agreement to acquire Novantas, Inc. Informa plc (LSE:INF) and Inflexion Private Equity Partners LLP entered into an agreement to acquire Novantas, Inc. on April 26, 2021. As per the transaction, Informa will acquire Novantas on a cash and debt free basis. Informa will combine its existing FBX business with Novantas. At the date of acquisition, Informa will own 57% of the combined business. Inflexion and Novantas shareholders will also hold significant minority stakes in the combined business. The transaction is expected to be completed by the end of June 2021, subject to customary regulatory approvals. Marlin & Associates Holding LLC acted as financial advisor to Novantas, Inc. Reported Earnings • Apr 24
Full 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. Tillkännagivande • Mar 03
Informa plc Announces Board Changes Informa plc announced an update in relation to the Board, including Gareth Bullock stepping down as a Non-Executive Director at the Annual General Meeting in June and the immediate appointment of Patrick Martell as an Executive Director. Gareth Bullock has decided not to stand for re-election at this year's AGM, in order to focus on other interests. Separately, Patrick Martell joins the Board on 1 March 2021 as an Executive Director, having successfully led the Informa Intelligence Division, helping to transform a disparate collection of brands with shrinking revenues into an international digital subscription business with strong renewal rates and consistent underlying growth. Patrick also led on the effective integration of Penton Information Services in 2016/2017. In his current role as Group Chief Operating Officer, Patrick's remit includes responsibility for driving digital product and service acceleration more broadly. Another Non-Executive Board member, Gill Whitehead, who has a background in digital, data and analytics at Google and Channel Four, is currently acting as a Non-Executive advisor on Informa's Smart Connections initiative, which is chaired by Patrick, and brings together a collection of collaborative digital acceleration projects across the Group's Events-led businesses. Is New 90 Day High Low • Jan 08
New 90-day high: €6.65 The company is up 45% from its price of €4.60 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 15% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.43 per share. Is New 90 Day High Low • Nov 07
New 90-day high: €5.04 The company is up 10.0% from its price of €4.58 on 07 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.26 per share. Is New 90 Day High Low • Oct 21
New 90-day high: €4.78 The company is up 2.0% from its price of €4.71 on 23 July 2020. The German market is down 2.0% 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 €5.26 per share. Tillkännagivande • Sep 22
Informa plc Proposes No Interim Dividend for the Six Months Ended 30 June 2020 Informa plc announced that there is no proposed interim dividend for the six months ended 30 June 2020. Is New 90 Day High Low • Sep 22
New 90-day low: €3.98 The company is down 24% from its price of €5.25 on 24 June 2020. The German market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.29 per share. Reported Earnings • Sep 22
First half earnings released Over the last 12 months the company has reported total losses of UK£718.3m, with earnings decreasing by UK£1.02b from the prior year. Total revenue was UK£2.30b over the last 12 months, down 19% from the prior year. Tillkännagivande • Aug 09
Informa plc to Report First Half, 2020 Results on Sep 21, 2020 Informa plc announced that they will report first half, 2020 results on Sep 21, 2020 Tillkännagivande • Jul 31
Informa plc (LSE : INF) completed the acquisition of Research Division of Informa Tech. Informa plc (LSE : INF) agreed to acquire Research Division of Informa Tech on August 31, 2019. Omdia is a global technology research powerhouse, established following the merger of the Research Division of Informa Tech (Ovum, Heavy Reading and Tractica) and the acquired IHS Markit technology research portfolio. The majority of IHS Markit technology research products and solutions were acquired by Informa in August 2019 and are now part of Omdia
Informa plc (LSE : INF) completed the acquisition of Research Division of Informa Tech on August 31, 2019. 
