UK's YouGov slightly beats FY26 revenue estimates, sets £15 mln buyback
UK's YouGov slightly beats FY26 revenue estimates, sets £15 mln buyback
Overview
UK research data group's FY26 revenue grew 2%, slightly beating analyst expectations
Adjusted pretax profit for FY26 missed analyst expectations, declining 15% yr/yr
Company to replace FY26 dividend with £15 mln share buyback launching immediately
Outlook
YouGov expects FY27 adjusted operating profit of £58 mln to £61 mln, up 7%-12% year-on-year
Company says investment in Shopper division to continue in FY27 at similar levels to FY26
Company says current trading is in line with expectations, with 49% of FY27 revenue contractually secured
Result Drivers
DATA PRODUCTS AND RESEARCH - Co said revenue growth was driven by demand in Data Products and Research divisions
VDP EXECUTION - Co attributed H2 profit improvement to revenue momentum and execution of Value Delivery Plan
SHOPPER INVESTMENT - Co said profit decline in Shopper division reflected targeted investment to expand panels and strengthen client proposition
Company press release: ID:nRSM6468Ya
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
FY Revenue | Slight Beat* | GBP 396.60 mln | GBP 395.07 mln (7 Analysts) |
FY Adjusted Pretax Profit | Miss | GBP 41.30 mln | GBP 42.59 mln (7 Analysts) |
FY Adjusted Operating Margin |
| 14.00% |
|
FY Operating Profit |
| GBP 21.20 mln |
|
FY Pretax Profit |
| GBP 6.20 mln |
|
*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 6 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
The average consensus recommendation for the advertising & marketing peer group is "buy"
Wall Street's median 12-month price target for YouGov PLC is GBp370.00, about 37.3% above its October 12 closing price of GBp269.40
The stock recently traded at 8 times the next 12-month earnings vs. a P/E of 7 three months ago
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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.)