Wolters Kluwer 2025 revenue up 7%, announces €500 mln buyback

Wolters Kluwer

25/02/2026 07:09

Overview

Professional information solutions firm's 2025 revenue grew 7% in constant currencies

Adjusted EPS for 2025 rose 9% in constant currencies

Company announced 2026 share buyback of up to €500 mln, €100 mln completed

Outlook

Wolters Kluwer expects 2026 adjusted operating profit margin to be approximately 28.0%

Company anticipates high single-digit growth in diluted adjusted EPS for 2026

Wolters Kluwer plans to increase product development spending to 12-13% of revenues in 2026

Result Drivers

CLOUD SOFTWARE GROWTH - Cloud software revenues rose 15% organically, contributing significantly to overall revenue growth

AI-POWERED SOLUTIONS - Nearly 70% of digital revenues come from AI-powered solutions, driving growth and positioning for future expansion

RECURRING REVENUES - Recurring revenues, which constitute 83% of total revenues, increased 7% organically, supporting overall revenue growth

Company press release: ID:nGNE8BHMbM

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
FY Revenue
EUR 6.13 bln
FY Adjusted EPS
EUR 5.29
FY Adjusted Net Income
EUR 1.23 bln
FY Adjusted EBIT
EUR 1.69 bln
FY Adjusted EBIT Margin
27.50%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 12 "strong buy" or "buy", 3 "hold" and 1 "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 Wolters Kluwer NV is €140.00, about 125.1% above its February 24 closing price of €62.20

The stock recently traded at 11 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.)