Informa (LON:INF) Releases Quarterly Earnings Results

Key Points

• Informa delivered a strong 2025 with double‑digit reported growth, operating profit rising faster than revenue and a double‑digit dividend increase; its B2B live‑events franchise — ~75% of group revenue (~£4bn) — grew nearly 10% like‑for‑like, giving scope for pricing, yield and geographic expansion.
• Regional conflict in the Middle East has forced rescheduling of major events into H2 2026 (LEAP still under review), posing timing and near‑term cost risks even though cancellations have so far been limited.
• A healthy balance sheet and improved free cash flow underpin ongoing ~3% capex, an increased share buyback program and selective M&A when valuations and terms are attractive.

Informa (LON:INF - Get Free Report) announced its earnings results on Thursday. The company reported GBX 56 earnings per share for the quarter, Digital Look Earnings reports. Informa had a net margin of 3.88% and a return on equity of 1.83%.

Here are the key takeaways from Informa's conference call:

• 2025 produced a strong set of results — double‑digit reported growth, operating profit rising faster than revenue, lower leverage and a double‑digit dividend increase.
• The B2B live‑events franchise is the core engine (~75% of group revenue, ~£4bn), grew nearly 10% like‑for‑like in 2025, and management highlights ~800 brands plus 20 planned extensions as clear runway for pricing, yield and geographic expansion.
• Regional conflict in the Middle East has forced rescheduling of major events into H2 2026 (LEAP still under review); management reports few cancellations so far but acknowledges timing risk that could affect near‑term costs and calendar planning.
• The academic business is steady (3.6% growth in 2025, targeting ~4% in 2026 and a path to >5%), while the newer B2B digital services arm underperformed in 2025 and is a priority to return to growth in 2026.
• A healthy balance sheet and cash generation (free cash flow improvement, one refinancing this year) support ongoing ~3% capex, an increased share buyback program and selective M&A when valuations and terms are attractive.

Informa Stock Up 0.2%

LON:INF traded up GBX 1.80 during mid-day trading on Thursday, hitting GBX 780.80. The company had a trading volume of 10,646,592 shares, compared to its average volume of 27,316,959. The business has a fifty day simple moving average of GBX 855.24 and a 200-day simple moving average of GBX 896.44. The firm has a market capitalization of £9.95 billion, a price-to-earnings ratio of 141.96, a PEG ratio of 0.75 and a beta of 0.65. Informa has a 1 year low of GBX 634.20 and a 1 year high of GBX 1,000. The company has a current ratio of 0.58, a quick ratio of 1.70 and a debt-to-equity ratio of 67.24.

Analyst Ratings Changes

A number of equities analysts have recently commented on the company. Panmure Gordon restated a "buy" rating and issued a GBX 1,200 price objective on shares of Informa in a report on Wednesday, November 19th. Berenberg Bank reiterated a "buy" rating and set a GBX 1,030 target price on shares of Informa in a report on Wednesday, January 21st. JPMorgan Chase & Co. dropped their target price on shares of Informa from GBX 1,345 to GBX 1,330 and set an "overweight" rating for the company in a research report on Monday, January 12th. Finally, Citigroup raised their price target on shares of Informa from GBX 975 to GBX 1,000 and gave the company a "neutral" rating in a report on Thursday, January 22nd. Six analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to MarketBeat.com, Informa presently has an average rating of "Moderate Buy" and an average target price of GBX 1,097.86.

Insider Buying and Selling at Informa

In other news, insider Stephen A. Carter sold 330,249 shares of the company's stock in a transaction dated Thursday, January 22nd. The stock was sold at an average price of GBX 934, for a total value of £3,084,525.66. 0.39% of the stock is owned by insiders.

About Informa

Our events, digital products and academic research services connect specialists with knowledge, helping them learn more, know more and do more. We do this in dozens of specialist markets and subject matter categories, including in Healthcare & Pharma, Technology, Finance, Education, Marketing, Health & Nutrition, Foodservice, and many more. And we do this through a range of products and services, including major live events, specialist media and content, expert research articles, books and open research platforms, accredited training, buyer discovery services, and digital demand and lead-generation services.

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