Experian caught in the AI crossfire, but fundamentals still standing, says UBS
Experian PLC has been swept up in the market's broader anxiety about AI disruption, but UBS argues the sell-off has gone further than the fundamentals justify. The bank says fears around artificial intelligence undermining data and software businesses need to be taken seriously, which is why it has carried out a deep dive into Experian's barriers to entry, customers, regulation and potential new competitors.
Experian shares hit by AI concerns but analysts say buyback is buying opportunity
Experian PLC's (LSE:EXPN) surprise $1 billion share buyback plan drew support from analysts, who see it as a timely move to restore confidence after a sharp fall in the credit data firm's share price. The FTSE 100 group unveiled the programme on Thursday, saying it will run until June 2027.
Experian bounces from 2yr low after announcing surprise share buyback
Experian PLC (LSE:EXPN) shares climbed 2.4% to 2,759p after the FTSE 100 group announced the launch of a US$1bn share buyback on the back of its weak share price and recent trading that it said remained strong. Expecting to end the current financial year to March in a "favourable leverage position", the credit checking group said this enabled it to continue to both invest in the business and return excess capital to shareholders.
Experian sinks to two-year low as 'distractions' override solid update
Shares in Experian PLC (LSE:EXPN) fell to a two-year low despite the credit checking giant reporting 8% organic growth in the past quarter, in line with expectations and keeping full-year guidance unchanged. In a thiurd-quarter update from the FTSE 100 group is said it expects 8% growth in the final quarter of its financial year.
Experian plc (EXPGY) Q3 2026 Sales/Trading Call Transcript
Experian plc (EXPGY) Q3 2026 Sales/Trading Call Transcript
Experian chair Mike Rogers to retire from board in July
Experian PLC (LSE:EXPN) announced that chair Mike Rogers will retire at the conclusion of the company's annual general meeting on 22 July 2026. The data company said Rogers will not stand for re-election, ending a nine-year tenure on the board.
2 Stocks to Watch From the Booming Business Information Industry
Increased demand for risk mitigation, cost reduction and productivity improvement solutions will likely help the Zacks Business - Information Services industry prosper. EXPGY and IKTSY are well-positioned to benefit from this surge.
Are Business Services Stocks Lagging Experian (EXPGY) This Year?
Here is how Experian PLC (EXPGY) and FirstCash Holdings (FCFS) have performed compared to their sector so far this year.
Has Cap Gemini (CGEMY) Outpaced Other Business Services Stocks This Year?
Here is how Cap Gemini SA (CGEMY) and Experian PLC (EXPGY) have performed compared to their sector so far this year.
Experian: Attractive Setup Given Cheap Relative Valuation And Solid Fundamentals
Experian is rated a 'Buy', driven by strong platforms, consistent growth, and an attractive multi-year low valuation. EXPGF's Ascend and Consumer Services platforms are deeply integrated, creating high switching costs and significant data advantages over competitors. Fears of AI disruption are overstated; the company's proprietary data and infrastructure are enhanced, not threatened, by AI advancements.
Leading bank upgrades Experian to ‘buy' on margin upside in North America
Citi has upgraded Experian PLC (LSE:EXPN) to 'buy', citing overlooked margin expansion potential in the group's North American division. The broker raised its target price to £39.07, sending shares in the credit data group up 2.4% to 3,316p in Friday trading.
Experian plc (EXPGY) Presents at J.P. Morgan 2025 Ultimate Services Investor Conference Transcript
Experian plc (OTCQX:EXPGY) J.P. Morgan 2025 Ultimate Services Investor Conference November 18, 2025 7:00 PM EST Company Participants Lloyd Pitchford - CFO & Executive Director Conference Call Participants Jane Sparrow - JPMorgan Chase & Co, Research Division Presentation Jane Sparrow JPMorgan Chase & Co, Research Division Okay.
