UK's Experian FY26 revenue slightly tops estimates on strong B2B demand; launches $1 bln buyback

Experian

20/05/2026 07:14

Overview

UK data analytics firm's FY26 revenue grew and slightly beat analyst expectations

Benchmark EPS for FY26 rose 15%

Company announced new $1 bln share repurchase program

Outlook

Experian expects FY27 total revenue growth of 8-11%

Company forecasts FY27 organic revenue growth of 6-8%

Experian anticipates double-digit Benchmark EPS growth for FY27

Result Drivers

B2B DEMAND - Co said sustained demand for proprietary data, analytics and platform solutions drove B2B organic revenue growth, with strong commercial execution and expanded client relationships

CONSUMER SERVICES PLATFORM - Co said organic revenue growth in Consumer Services was supported by expanding membership, enhanced products, and new marketplace offerings

AI-DRIVEN EFFICIENCY - Co said margin expansion and productivity gains were achieved through AI-driven improvements in coding and operational workflows

Company press release: ID:nRST9859Ea

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
FY Revenue
Slight Beat*
$8.45 bln
$8.41 bln (19 Analysts)
FY Dividend
$0.69
FY EBIT
$2.05 bln
FY Pretax Profit
$1.95 bln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 18 "strong buy" or "buy", no "hold" and 2 "sell" or "strong sell"

The average consensus recommendation for the professional information services peer group is "buy"

Wall Street's median 12-month price target for Experian PLC is GBp4,100.00, about 51.3% above its May 19 closing price of GBp2,710.00

The stock recently traded at 18 times the next 12-month earnings vs. a P/E of 19 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)