Informa (LON:INF) Posts Quarterly Earnings Results

Informa (LON:INF) posted its earnings results on Thursday. The company reported GBX 26.70 earnings per share (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 Stock Performance

Shares of LON:INF opened at GBX 901.40 on Friday. 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 business’s 50 day moving average price is GBX 862.18 and its 200-day moving average price is GBX 832.65. The firm has a market capitalization of £11.30 billion, a PE ratio of 1,126.75, a P/E/G ratio of 0.75 and a beta of 0.69. Informa has a 1 year low of GBX 719 and a 1 year high of GBX 1,000.

Insider Buying and Selling at Informa

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

Informa News Summary

Here are the key news stories impacting Informa this week:

• Positive Sentiment: Full-year guidance raised: Informa said first-half growth strengthened and lifted its outlook for the year, suggesting resilient demand across its exhibitions, digital services and specialist information businesses. The improved forecast should support expectations for revenue and earnings growth. Informa lifts FY guidance as H1 growth strengthens
• Positive Sentiment: Technology-platform recognition: Informa TechTarget’s Portal platform won a 2026 CODiE Award, while BrightTALK received a leading global-event-platform ranking. The recognition reinforces the quality and competitive positioning of Informa’s technology offerings, although the direct near-term financial effect is likely limited. Informa TechTarget platform wins CODiE Award
• Positive Sentiment: Fashion-industry partnership: Informa’s SOURCING business and the Council of Fashion Designers of America launched a partnership focused on local manufacturing and supply-chain innovation. The initiative could strengthen Informa’s industry relationships and support future event and commercial opportunities. CFDA and SOURCING by Informa partnership
• Neutral Sentiment: Quarterly results: Informa reported earnings per share of 26.70 pence, with a 1.64% net margin and 0.87% return on equity. The figures provide support for the upgraded outlook, but the low profitability ratios remain a consideration for investors. Informa quarterly earnings report

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on INF shares. Citigroup reduced their price objective on Informa from GBX 1,000 to GBX 850 and set a “neutral” rating for the company in a research note on Thursday, April 9th. Berenberg Bank boosted their price target on Informa from GBX 965 to GBX 1,040 and gave the company a “buy” rating in a report on Friday. JPMorgan Chase & Co. dropped their price objective on shares of 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. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a GBX 1,140 target price on shares of Informa in a report on Friday. Five research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of GBX 1,095.

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.