Informa (LON:INF) Issues Earnings Results

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

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 Up 0.7%

LON:INF traded up GBX 5.98 during mid-day trading on Thursday, hitting GBX 913.80. The company had a trading volume of 3,202,791 shares, compared to its average volume of 34,529,473. The business has a fifty day simple moving average of GBX 860.08 and a 200-day simple moving average of GBX 832.56. The company has a current ratio of 0.44, a quick ratio of 1.70 and a debt-to-equity ratio of 61.56. Informa has a 1 year low of GBX 719 and a 1 year high of GBX 1,000. The firm has a market capitalization of £11.46 billion, a price-to-earnings ratio of 1,142.25, a PEG ratio of 0.75 and a beta of 0.69.

Analysts Set New Price Targets

INF has been the subject of a number of research reports. JPMorgan Chase & Co. decreased their target price on Informa from GBX 1,300 to GBX 1,285 and set an “overweight” rating for the company in a report on Thursday, July 2nd. Citigroup cut their price target on shares of Informa from GBX 1,000 to GBX 850 and set a “neutral” rating on the stock in a report on Thursday, April 9th. Five analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of GBX 1,093.33.

Insider Activity

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

Informa News Summary

Here are the key news stories impacting Informa this week:

• Positive Sentiment: Higher full-year guidance: Informa said first-half growth had strengthened and raised its outlook for the full year, providing the clearest near-term catalyst for the stock. Informa lifts FY guidance as H1 growth strengthens
• Positive Sentiment: New strategic and industry initiatives: Informa’s partnership with the Council of Fashion Designers of America is intended to support U.S. manufacturing and fashion supply-chain innovation. While unlikely to materially affect near-term earnings, it reinforces the company’s industry relationships and event-platform relevance. Reviving American fashion: CFDA and Informa unite for local production
• Neutral Sentiment: Quarterly results: Informa reported quarterly EPS of 26.70 pence. The company’s reported net margin of 1.64% and return on equity of 0.87% indicate that profitability remains relatively modest, making the raised outlook and future earnings delivery important for sustaining investor confidence. Informa quarterly earnings results
• Neutral Sentiment: Technology recognition: Informa TechTarget’s Portal platform won a 2026 CODiE Award, while BrightTALK received a favorable global event-platform ranking. The recognition supports the group’s technology and digital-events brands but is not expected to be a major immediate financial driver. Informa TechTarget Portal wins CODiE Award

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.