Informa (LON:INF) Releases Earnings Results

Informa (LON:INF) issued its earnings results on Thursday. The company reported GBX 26.70 EPS for the quarter, Digital Look Earnings reports. Informa had a net margin of 1.64% and a return on equity of 0.87%.

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

• Underlying revenue grew 6.8% in the first half, with profit growth slightly ahead of revenue despite the loss of Middle East revenue; management reaffirmed full-year guidance, expects a slightly higher full-year margin, and increased both the share buyback and interim dividend.
• B2B live events delivered 8% growth, with broad geographic strength and expected acceleration in the second half. Management is targeting at least 7% growth for the full year, supported by pricing, new launches, geographic expansion, ticketing, and greater use of customer data.
• Middle East disruption has caused revenue deferrals and the postponement of some 2026 launches, particularly because international exhibitors face travel and logistics constraints. Informa is retaining its regional cost base and expects to roll some business into 2027, creating execution and near-term earnings risk.
• Taylor & Francis continued to improve, posting slightly more than 5% underlying growth and progressing toward management’s goal of becoming a reliable 5%+ growth business by 2027. The company is investing in international sales, corporate and “prosumer” customers, digital platforms, and AI-enabled processing while maintaining content quality.
• Informa TechTarget remains below expectations, with revenue down 1% amid AI-related displacement, weakness in the U.S. enterprise technology market, and integration complexity. Management estimates a potential revenue gap of roughly $30 million–$50 million and is focused on returning the business to growth before 2027.

Informa Price Performance

INF stock traded up GBX 5.98 during trading on Thursday, reaching GBX 913.80. 3,202,791 shares of the company were exchanged, compared to its average volume of 34,529,473. Informa has a twelve month low of GBX 719 and a twelve month high of GBX 1,000. The company has a debt-to-equity ratio of 61.56, a current ratio of 0.44 and a quick ratio of 1.70. The company has a market capitalization of £11.46 billion, a price-to-earnings ratio of 1,142.25, a P/E/G ratio of 0.75 and a beta of 0.69. The company has a 50-day moving average of GBX 860.08 and a two-hundred day moving average of GBX 832.56.

Analyst Ratings Changes

Several equities research analysts recently commented on INF shares. Citigroup cut their price objective on shares of Informa from GBX 1,000 to GBX 850 and set a “neutral” rating on the stock in a research report on Thursday, April 9th. JPMorgan Chase & Co. dropped their price objective on Informa from GBX 1,300 to GBX 1,285 and set an “overweight” rating on the stock in a research note on Thursday, July 2nd. Five analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of GBX 1,093.33.

Insider Buying and Selling at Informa

In other Informa news, insider Gareth Wright purchased 222 shares of the business’s stock in a transaction dated Wednesday, May 20th. The shares were bought at an average price of GBX 809 per share, for a total transaction of £1,795.98. Also, insider Stephen A. Carter bought 222 shares of Informa stock in a transaction that occurred on Wednesday, May 20th. The stock was bought at an average price of GBX 809 per share, for a total transaction of £1,795.98. 0.39% of the stock is currently owned by corporate insiders.

Informa Company Profile

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.