Informa plc

LSE:INF Aktierapport

Börsvärde: UK£10.2b

Informa Framtida tillväxt

Future kriterier kontrolleras 4/6

Informa förväntas öka intäkter och intäkter med 29% respektive 6% per år. EPS förväntas tillväxt med 33.2% per år. Avkastningen på eget kapital förväntas bli 15.5% om 3 år.

Viktig information

29.0%

Tillväxttakt i vinsten

33.23%

Tillväxttakt för EPS

Media vinsttillväxt29.2%
Intäkternas tillväxttakt6.0%
Framtida avkastning på eget kapital15.47%
Bevakning av analytiker

Good

Senast uppdaterad21 Apr 2026

Senaste uppdateringarna om framtida tillväxt

Recent updates

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?

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?

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.

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.

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.

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.

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.

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.

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

Jan 10
Is Informa plc (LON:INF) Trading At A 48% Discount?

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.

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.

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

Dec 08
Revenues Not Telling The Story For Informa plc (LON:INF)

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.

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.

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

Nov 11
We Think Informa (LON:INF) Can Stay On Top Of Its Debt

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.

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.

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.

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.

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

Aug 22
Risks To Shareholder Returns Are Elevated At These Prices For Informa plc (LON:INF)

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

Jul 26
Informa (LON:INF) Has Announced A Dividend Of £0.07

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

Jul 08
Is Informa plc (LON:INF) Trading At A 46% Discount?
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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.

Prognoser för vinst- och omsättningstillväxt

LSE:INF - Analytikernas framtida uppskattningar och tidigare finansiella data (GBP Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
12/31/20284,9146581,0131,19910
12/31/20274,6835959381,08313
12/31/20264,35048783892313
12/31/20254,04111768876N/A
9/30/20253,96842753860N/A
6/30/20253,89473739844N/A
3/31/20253,723185716823N/A
12/31/20243,553298693802N/A
9/30/20243,459305647759N/A
6/30/20243,364313600717N/A
3/31/20243,277366552669N/A
12/31/20233,190419504620N/A
9/30/20232,990386423530N/A
6/30/20232,789353342440N/A
3/31/20232,526246358446N/A
12/31/20222,262138374451N/A
9/30/20222,112157423488N/A
6/30/20221,961176473525N/A
3/31/20221,772105452498N/A
12/31/20211,58334430472N/A
9/30/20211,523-175158198N/A
6/30/20211,462-384-114-76N/A
3/31/20211,561-713-155-111N/A
12/31/20201,661-1,042-195-146N/A
9/30/20201,979-880101170N/A
6/30/20202,297-718397480N/A
3/31/20202,594-246504600N/A
12/31/20192,890226610720N/A
9/30/20192,855264N/A691N/A
6/30/20192,820303N/A663N/A
3/31/20192,595255N/A574N/A
12/31/20182,370208N/A486N/A
9/30/20182,084245N/A464N/A
6/30/20181,799282N/A441N/A
3/31/20181,778297N/A437N/A
12/31/20171,757311N/A434N/A
9/30/20171,685255N/A405N/A
6/30/20171,612198N/A375N/A
3/31/20171,479185N/A356N/A
12/31/20161,345172N/A336N/A
9/30/20161,293167N/A317N/A
6/30/20161,241163N/A297N/A
3/31/20161,227167N/A316N/A
12/31/20151,212171N/A334N/A
9/30/20151,19969N/A319N/A
6/30/20151,186-33N/A305N/A

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: INF s prognostiserade vinsttillväxt ( 29% per år) är över sparkvoten ( 3.2% ).

Resultat vs marknad: INF s intäkter ( 29% per år) förväntas växa snabbare än marknaden för UK ( 12.2% per år).

Höga tillväxtresultat: INF s intäkter förväntas växa avsevärt under de kommande 3 åren.

Intäkt vs marknad: INF s intäkter ( 6% per år) förväntas växa snabbare än UK marknaden ( 4.4% per år).

Hög tillväxtintäkter: INF s intäkter ( 6% per år) förväntas växa långsammare än 20% per år.

Tillväxtprognoser för vinst per aktie

Framtida avkastning på eget kapital

Framtida ROE: INF s avkastning på eget kapital förväntas bli låg om 3 år ( 15.5 %).

Upptäck tillväxtföretag

7D

1Y

7D

1Y

7D

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Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/03 07:55
Aktiekurs vid dagens slut2026/05/01 00:00
Intäkter2025/12/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Informa plc bevakas av 26 analytiker. 13 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Nicholas Michael DempseyBarclays
Nicholas Michael DempseyBarclays
William LarwoodBerenberg