Informa (LON:INF) Announces Quarterly Earnings Results

Informa (LON:INF) posted its quarterly earnings data on Thursday. The company reported GBX 56 earnings per share (EPS) 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%

Shares of INF traded up GBX 1.80 during trading on Thursday, reaching GBX 780.80. The company’s stock had a trading volume of 10,646,592 shares, compared to its average volume of 27,316,959. The company has a market cap of £9.95 billion, a price-to-earnings ratio of 141.96, a P/E/G ratio of 0.75 and a beta of 0.65. The company has a quick ratio of 1.70, a current ratio of 0.58 and a debt-to-equity ratio of 67.24. The company has a fifty day moving average of GBX 855.24 and a two-hundred day moving average of GBX 896.44. Informa has a twelve month low of GBX 634.20 and a twelve month high of GBX 1,000.

Insider Buying and Selling at Informa

In other news, insider Stephen A. Carter sold 330,249 shares of the firm’s stock in a transaction that occurred on Thursday, January 22nd. The shares were sold at an average price of GBX 934, for a total transaction of £3,084,525.66. Insiders own 0.39% of the company’s stock.

Analysts Set New Price Targets

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

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.