Shares of Experian plc (EXPGY.PK), the Dublin-based credit data and analytics firm, were trading down mid-morning U.S. trading on Wednesday, extending a recent downtrend as the stock continues to trade well below its 52-week peak. The move came on volume above recent averages. The stock has been range-bound within a 52-week range of roughly 3,049p to 4,101p on the London market, signalling a moderation from multi-month highs.
Experian’s market capitalisation stands near £30–31 billion in London quotes and roughly $39–40 billion on U.S. OTC quotes, reflecting slightly higher dollar valuations.
Experian PLC is a global data and technology group focused on consumer and business credit reporting, analytics, fraud prevention and decisioning software. The company serves lenders, corporates and consumers in over 30 countries, with a significant presence in North America, Latin America, and Europe. It is listed on the London Stock Exchange and is a FTSE 100 component.
In its latest half-year financial results for the six months ended Sept. 30, 2025, Experian reported total revenue up about 12% at constant currency and organic revenue growth of 8%. Benchmark EBIT rose 14%, and benchmark EPS increased approximately 12% at actual exchange rates. Statutory profit before tax jumped 36% to roughly $975 million, while cash conversion improved to around 77%. The interim dividend was raised 10% to 21.25 U.S. cents per share.
Management also reiterated that margin accretion of 30–50 basis points remains expected for the full fiscal year and raised its outlook, forecasting total revenue growth of about 11% and organic growth of roughly 8%, both at the top end of prior guidance ranges.
For the full year ended March 31, 2025 (FY25), Experian delivered modest growth, with revenue from ongoing activities rising about 8% at constant currency and 7% on a reported basis. Organic revenue expanded around 7% for the year. Benchmark EBIT and EPS also rose in the high single digits, and the full-year dividend was increased.
The company’s growth has been supported by broad-based demand for analytics, identity solutions and fraud prevention, particularly in North America. Expansion into adjacent data services and technology investments, including AI-driven automation, was highlighted by management in recent filings.
Despite solid results and tightened guidance, the stock has lagged broader indices over recent months. Shares have traded below their mid-2025 highs by a significant margin, even as other FTSE 100 members posted gains. Market participants have pointed to valuation stretches and sector rotation as factors for subdued price action.
U.S. trading of Experian’s OTC shares has similarly shown pressure, with the share price sliding from prior peaks as investors weigh growth prospects against macro uncertainty and competitive dynamics.
Equity analysts have generally maintained positive views, noting Experian’s resilient organic growth and diversified earnings mix. Recent consensus data indicates a predominance of buy ratings, with average price targets above current levels, implying potential upside from present trading levels.
However, some analysts have also flagged competitive risks — including moves by rival data providers to alter credit score distribution models — as well as regulatory scrutiny in key markets. Commentary has remained balanced, emphasising execution on strategic initiatives and consistency in margin delivery as key drivers for future performance.
Experian is scheduled to update on third-quarter trading on Jan. 21, 2026, and investors will focus on whether recent momentum in organic revenue and cash flow persists into the second half of the fiscal year. The company’s outlook retains its medium-term organic growth framework, while capital returns through dividends and share repurchases remain part of its policy.
For the full fiscal year to March 2026, Experian’s guidance implies continued double-digit total revenue growth and organic expansion at the upper end of targeted ranges, albeit against a backdrop of cautious broader economic conditions and evolving credit environments.
The post Experian PLC Shares Dip, Latest Results Highlight Solid Growth but Price Lags first appeared on AlphaStreet.
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