Informa (LON:INF) Issues Earnings Results

Informa (LON:INF) released its quarterly earnings data on Thursday. The company reported GBX 26.70 EPS for the quarter, Digital Look Earnings reports. Informa had a net margin of 5.43% and a return on equity of 3.90%.

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 Trading Down 1.1%

Shares of Informa stock opened at GBX 903.46 on Friday. Informa has a 12-month low of GBX 719 and a 12-month high of GBX 1,000. The company has a market cap of £11.33 billion, a price-to-earnings ratio of 1,129.33, a PEG ratio of 0.75 and a beta of 0.69. The company has a current ratio of 0.55, a quick ratio of 1.70 and a debt-to-equity ratio of 64.99. The company’s 50-day moving average price is GBX 864.03 and its 200-day moving average price is GBX 833.15.

Insider Activity at Informa

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

Analyst Ratings Changes

Several equities analysts have recently weighed in on INF shares. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a GBX 1,140 target price on shares of Informa in a research note on Friday. Citigroup reduced their price objective on shares of Informa from GBX 1,000 to GBX 850 and set a “neutral” rating for the company in a research note on Thursday, April 9th. JPMorgan Chase & Co. dropped their target price on Informa from GBX 1,300 to GBX 1,285 and set an “overweight” rating on the stock in a research report on Thursday, July 2nd. Finally, Berenberg Bank raised their price target on Informa from GBX 965 to GBX 1,040 and gave the stock a “buy” rating in a report on Friday. Five investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Informa presently has a consensus rating of “Moderate Buy” and an average target price of GBX 1,095.

More Informa News

Here are the key news stories impacting Informa this week:

• Positive Sentiment: Higher full-year guidance: Informa raised its fiscal-year outlook as first-half growth strengthened, signaling confidence in continued demand across its events, publishing and digital businesses. Informa lifts FY guidance as H1 growth strengthens
• Positive Sentiment: Healthy B2B events performance: The B2B Live Events division delivered 8% underlying revenue growth in the first half. Although some IMEA events were rescheduled, the underlying trend indicates resilient corporate and professional-event demand. Informa H1 2026 Trading Update
• Positive Sentiment: Broker support increased: Berenberg raised its price target from GBX 965 to GBX 1,040 and initiated or reaffirmed a “buy” rating. Deutsche Bank also reaffirmed “buy” with a GBX 1,140 target, implying substantial upside to the recent trading level. Broker views from Digital Look
• Neutral Sentiment: Informa reported quarterly earnings of GBX 26.70 per share. The result provides additional financial confirmation, but the raised outlook and forward guidance are likely more important to the market than the headline quarterly figure.
• Neutral Sentiment: Recent partnerships involving Informa TechTarget, BrightTALK and the fashion supply chain expand the company’s industry reach, but their near-term financial impact is unclear.

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.