Wolters Kluwer H1 profit up in constant currencies on divestment impact

Wolters Kluwer

05/08/2026 07:09

Overview
Netherlands professional information provider's H1 revenue up 4% in constant currencies, 5% organically
Adjusted operating profit rose 10% in constant currencies; adjusted EPS up 14%
Company repurchased €244 mln of shares under 2026 buyback program

Outlook
Wolters Kluwer reiterates full-year 2026 guidance for organic growth and margin improvement
Company expects 2026 adjusted operating profit margin of approximately 28.0%
Product development spending to rise to 12%-13% of revenues in 2026, weighted toward second half

Result Drivers
RECURRING CLOUD SOFTWARE - Co said recurring cloud software revenues grew 14% organically, helping drive overall recurring revenue growth
AI SOLUTIONS ADOPTION - Co said advanced AI offerings saw strong early adoption, with Health division's UpToDate Expert AI adopted by over 90% of U.S. Enterprise customers
DIVESTMENT IMPACT - Co said margin improvement partly reflected the divestment of FRR in Financial & Corporate Compliance

Company press release: ID:nGNE7Qm4XD

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
H1 Revenue
 
EUR 3.03 bln
 
H1 Adjusted EPS
 
EUR 2.83
 
H1 Adjusted Net Income
 
EUR 637 mln
 
H1 Adjusted EBIT
 
EUR 893 mln
 
H1 Adjusted EBIT Margin
 
29.40%
 

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 13 "strong buy" or "buy", 3 "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 Wolters Kluwer N.V. is €90.00, about 25.7% above its August 4 closing price of €71.60
The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 11 three months ago

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(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.)