Subscribe

Informa plc (IFPJF)

USD11.70 +0.00 (+0.00%)
GB OTC Communication Services Publishing
Address 5 Howick Place SW1P 1WG
London, GB
CEO Andrew Oliver Mullins
IPO 2014-11-11
ISIN GB00BMJ6DW54

Explore sections of this company profile

Also trades on London Stock Exchange · INF.L (GBp) Other OTC · IFJPY (USD) Other OTC · IFPJF (USD)
Description

Informa plc operates globally as a prominent enterprise specializing in intelligence services, event management, and scholarly publishing. The company organizes its operations into five distinct segments: Informa Connect, Informa Intelligence, Informa Markets, Informa Tech, and Taylor & Francis. Through its Informa Connect division, the company delivers specialized content and dynamic live experiences, utilizing both physical and online events, alongside digital platforms and services. This division aims to facilitate networking, learning, and knowledge exchange among businesses and professionals. It orchestrates events in diverse fields such such as finance, biotechnology, pharmaceuticals, as well as other niche markets including food and hospitality, marketing, and pop culture. The Informa Intelligence segment is dedicated to providing critical data and expert insights to businesses, particularly within the pharmaceutical, financial, and maritime industries. Informa Markets serves as a vital bridge connecting buyers and sellers, thereby supporting the flow of commerce and trade across a variety of specialized sectors. Its key brands empower businesses to meet, discover new products, conduct transactions, and foster growth through a combination of major exhibitions, virtual gatherings, digital marketplaces, and specialized content and data offerings. Focusing on the technology industry, Informa Tech offers research, media content, professional training, and events, all designed to inform, educate, and link technology-focused businesses and individuals. Finally, the Taylor & Francis division is responsible for commissioning, curating, producing, and disseminating academic research and authoritative reference materials in various specialist subject areas. Its objective is to advance research and ensure that knowledge is discovered and shared effectively. This division's extensive resources include teaching guides, videos, case studies, and roughly 18,000 book chapters and journal articles. Founded in 1998, the company was originally named T&F Informa plc before officially changing to Informa plc in August 2005. Its corporate headquarters are located in London, United Kingdom.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD11.70 +0.00 (+0.00%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
586
Beta
0.69
Float Shares
1.25B
Free Float %
99.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.02% -1.01% -0.83% -2.00% -16.11% -10.17% +1.41% +28.64% +39.64% +24.91% +31.46%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (2 ratings, all time) Buy
Price Targets & DCF
Current price
11.70
DCF (Unlevered) 31.77 +171.5%
DCF (Levered) 18.03 +54.1%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Quality scores
Altman Z-Score
2.04
Grey zone
Piotroski F-Score
6 / 9
Average
MOAT Score
4 / 10
Developing
Operational MOAT
✗ Below peers
  • Revenue growth Publishing: +0.8%
    +13.7% Q4'25: +20.1% (vs Q4'23)
  • EPS growth Publishing: +9.6%
    -96.2% Q4'25: -43.9% (vs Q4'23)
  • FCF margin FCF growth · Publishing: +28.6%
    +24.5% Q4'25: +27.1% (vs Q4'23)
  • EBIT margin Publishing: +12.9%
    +19.6% Q4'25: +19.7% (vs Q4'23)
  • ROIC Publishing: +7.5%
    +8.4% Q4'25: +11.1% (vs Q4'23)
  • Share dilution Publishing: +0.0%
    -2.5% Q4'25: -5.2% (vs Q4'23)
  • Debt / EBITDA Net debt/EBITDA · Publishing: -0.41×
    2.81× Q4'25: 1.41× (vs Q4'23)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.70) × ERP
WACC = 75% × Ke + 25% × Kd (4.6%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 31.77 Current price: 11.70
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
13 Rev. Ana.
1 EPS Ana.
Dec 2027
13 Rev. Ana.
1 EPS Ana.
Dec 2028
8 Rev. Ana.
1 EPS Ana.
Dec 2029
12 Rev. Ana.
1 EPS Ana.
Revenue
1.21B
est: 1.79B (-32.4%)
1.35B
est: 1.69B (-20.4%)
1.76B
est: 2.35B (-25.1%)
2.37B
est: 2.98B (-20.6%)
2.89B
est: 3.79B (-23.6%)
1.66B
est: 2.28B (-27.3%)
1.58B
est: 2.45B (-35.4%)
2.26B
est: 2.88B (-21.4%)
3.19B
est: 4.04B (-21.0%)
3.55B
est: 3.56B (-0.1%)
4.04B
est: 4.02B (+0.5%)
4.32B
4.27B – 4.35B
+7.4% YoY
4.66B
4.56B – 4.74B
+7.9% YoY
4.91B
4.83B – 4.97B
+5.4% YoY
4.26B
4.19B – 4.31B
-13.3% YoY
EBITDA
368.50M
est: 240.20M (+53.4%)
372.00M
est: 226.43M (+64.3%)
576.30M
est: 314.41M (+83.3%)
670.00M
est: 399.93M (+67.5%)
839.40M
est: 507.20M (+65.5%)
-739.50M
est: 305.88M (-341.8%)
479.70M
est: 328.53M (+46.0%)
588.60M
est: 385.67M (+52.6%)
955.20M
est: 540.77M (+76.6%)
897.50M
est: 1.01B (-11.2%)
1.24B
est: 1.14B (+8.3%)
1.23B
1.21B – 1.24B
+7.4% YoY
1.33B
1.30B – 1.35B
+7.9% YoY
1.40B
1.37B – 1.41B
+5.4% YoY
1.21B
1.19B – 1.23B
-13.3% YoY
EBIT
250.10M
est: -40.86M (+712.1%)
217.80M
est: -38.51M (+665.5%)
327.40M
est: -53.48M (+712.2%)
370.80M
est: -68.03M (+645.1%)
434.80M
est: -86.28M (+604.0%)
-1.05B
est: -52.03M (-1,914.4%)
149.40M
est: -55.88M (+367.3%)
241.60M
est: -65.60M (+468.3%)
561.50M
est: -91.99M (+710.4%)
497.20M
est: 1.07B (-53.5%)
793.77M
est: 1.21B (-34.3%)
1.30B
1.28B – 1.31B
+7.4% YoY
1.40B
1.37B – 1.42B
+7.9% YoY
1.47B
1.45B – 1.49B
+5.4% YoY
1.28B
1.26B – 1.30B
-13.3% YoY
Net Income
171.40M
est: 505.18M (-66.1%)
171.60M
est: 567.34M (-69.8%)
311.30M
est: 634.55M (-50.9%)
207.90M
est: 613.18M (-66.1%)
225.50M
est: 701.71M (-67.9%)
-1.04B
est: 133.99M (-877.3%)
77.90M
est: 209.76M (-62.9%)
1.63B
est: 330.23M (+394.0%)
419.00M
est: 596.17M (-29.7%)
297.70M
est: 661.85M (-55.0%)
11.00M
est: 725.76M (-98.5%)
747.13M
731.32M – 759.90M
+2.9% YoY
864.01M
845.72M – 878.79M
+15.6% YoY
928.92M
909.26M – 944.81M
+7.5% YoY
1.07B
1.05B – 1.09B
+15.7% YoY
SGA
1.30M
est: 3.90M (-66.6%)
1.40M
est: 3.67M (-61.9%)
2.10M
est: 5.10M (-58.8%)
3.20M
est: 6.49M (-50.7%)
3.30M
est: 8.23M (-59.9%)
3.20M
est: 4.96M (-35.5%)
3.80M
est: 5.33M (-28.7%)
3.90M
est: 6.26M (-37.7%)
6.30M
est: 8.77M (-28.2%)
10.10M
est: 57.78M (-82.5%)
292.15M
est: 65.31M (+347.3%)
70.16M
69.39M – 70.73M
+7.4% YoY
75.72M
74.12M – 77.07M
+7.9% YoY
79.77M
78.48M – 80.82M
+5.4% YoY
69.17M
68.04M – 70.08M
-13.3% YoY
EPS
0.24
est: 0.38 (-36.1%)
0.24
est: 0.42 (-43.1%)
0.38
est: 0.47 (-19.5%)
0.20
est: 0.46 (-56.2%)
0.18
est: 0.52 (-65.5%)
-0.73
est: 0.10 (-832.2%)
0.02
est: 0.16 (-85.5%)
0.10
est: 0.25 (-61.3%)
0.30
est: 0.44 (-32.4%)
0.22
est: 0.51 (-56.5%)
0.01
est: 0.55 (-98.5%)
0.57
0.56 – 0.58
+2.9% YoY
0.66
0.65 – 0.67
+15.6% YoY
0.71
0.69 – 0.72
+7.5% YoY
0.82
0.80 – 0.83
+15.7% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-05 B- 3/5 4/5 2/5 3/5 2/5 1/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
1.77B
OE per share TTM
1.33
Owner's Yield
12.74%
Maintenance CapEx ratio
20.21%
Maint CapEx / Avg PPE
10.2%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock

This company is not held by any ETF in our universe.

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
60.1K
Shares Outstanding
1.26B

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Lord Stephen Andrew Carter Group Chief Executive & Executive Director 4M
Patrick Martell Group COO & Informa Markets Chief Executive 2M male
Gareth Richard Wright Group Finance Director & Executive Director 2M male
Richard Menzies-Gow Director of Investor Relations, Corporation Communications & Brand male
Rupert John Joseph Hopley Group General Counsel & Company Secretary male
Sally Anne Ashford Group HR Director female
Stuart Poyser Group Director of Corporate Development male
Andrew Oliver Mullins Chief Executive Officer of Informa Connect male
Suzy Pallett President female
Jill Dougan Group Chief Marketing Officer female
Julian Kirby Managing Director of Global Finance at Informa Connect male
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

Share your view on this stock and instantly see how the community has voted over the last 6 months.

These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits