ADVFN Logo ADVFN

We could not find any results for:
Make sure your spelling is correct or try broadening your search.

Trending Now

Toplists

It looks like you aren't logged in.
Click the button below to log in and view your recent history.

Hot Features

Registration Strip Icon for alerts Register for real-time alerts, custom portfolio, and market movers

EXPN Experian Plc

3,245.00
20.00 (0.62%)
Last Updated: 10:25:41
Delayed by 15 minutes
Experian Investors - EXPN

Experian Investors - EXPN

Share Name Share Symbol Market Stock Type
Experian Plc EXPN London Ordinary Share
  Price Change Price Change % Share Price Last Trade
20.00 0.62% 3,245.00 10:25:41
Open Price Low Price High Price Close Price Previous Close
3,256.00 3,235.00 3,273.00 3,225.00
more quote information »
Industry Sector
SUPPORT SERVICES

Top Investor Posts

Top Posts
Posted at 14/12/2020 01:56 by davidosh
Just to mention that the Xmas MelloMonday special guest may mention Experian and I think shareholders and potential investors will appreciate his thoughts. There is an interview tonight with Keith Ashworth Lord who is a highly respected fund manager and well worth listening to. Keith's fund Castlefield are of course one of the larger shareholders in Experian and I think it is one of their top ten positions.

The Mello Monday event starts at 6pm
The full programme is available on the website.

Also of interest may be the MelloBASH... The analysts, fund manager and well known investors on the panel will give their honest verdicts on whether four companies are a Buy Avoid Sell or Hold at this current juncture in the markets.



All investors welcome and if you use the code MMTADVFN50 you will get a half price ticket. Great investor content and entertainment. We had nearly 400 investors attend last month so these are very popular.
Posted at 19/1/2020 15:11 by imperial3
From Proactive investors:

Nicholas Hyett,analyst at Hargreaves Lansdown said the dip in decisioning is a short term "blip" while the increasing importance of data paves the way for growth.

"Experian's core product is indispensable to its customers and expansion into new markets like automotive and healthcare provide long term growth potential" he said in an email.
Posted at 28/1/2015 12:36 by mike740
Experian surprises with share buyback and new dividend ratio

Wed 28 January 2015 09:17

Credit checking group Experian has announced a $600m share buyback and made positive noises about growing its dividend, hidden among details of an investor seminar to be held on Wednesday afternoon.

The FTSE 100 group said the repurchase programme of 5% of its shares had been decided following a full capital framework review.

The review concluded that, given the group's strong cash generation, acquisitions will still be a key tenet of growth but that the strong cash profile "provides the potential to progress the ordinary dividend payout" in line with or ahead of earnings and a new target leverage range will be adopted of 2.0 times to 2.5 times net debt/EBITDA.

"There is now scope to enhance the efficiency of the capital structure, whilst sustaining strong investment grade credit ratings and sufficient flexibility for future investment," the group said in its statement.

The $600m buyback will be completed over 14 months, well ahead of the schedule.

Broker Liberum said it expected a return to additional capital returns.

"This new return guidance will be further supported by the growth initiatives expected to set out this afternoon, where we would expect focus on growth initiatives in credit services as well as plans to stabilise and improve its US consumer division."
Posted at 28/1/2015 10:25 by mike740
EXPN Experian, Chart looking very bullish momentum very strong look for further gains med term . Investors day today should see Broker updates maybe upgrades. (im long)
Posted at 30/6/2014 09:00 by 2ngh
Analysts at Credit Suisse lowered their target price on shares of Experian plc (LON:EXPN) from GBX 1,230 ($20.93) to GBX 1,100 ($18.72) in a research report issued to clients and investors on Friday. The firm currently has an "outperform" rating on the stock. Credit Suisse's price target suggests a potential upside of 12.59% from the stock's current price. Shares of Experian plc (LON:EXPN) opened at 982.50 on Friday. Experian plc has a 52 week low of GBX 962.50 and a 52 week high of GBX 1275.00. The stock has a 50-day moving average of GBX 1030. and a 200-day moving average of GBX 1073.. The company's market cap is £9.600 billion.

Other equities research analysts have also recently issued reports about the stock. Analysts at Liberum Capital reiterated a "hold" rating on shares of Experian plc in a research note on Thursday, June 19th. They now have a GBX 1,230 ($20.93) price target on the stock. Separately, analysts at Citigroup Inc. reiterated a "buy" rating on shares of Experian plc in a research note on Friday, May 9th. They now have a GBX 1,410 ($24.00) price target on the stock. Finally, analysts at Deutsche Bank reiterated a "buy" rating on shares of Experian plc in a research note on Thursday, May 8th. They now have a GBX 1,300 ($22.12) price target on the stock. One analyst has rated the stock with a sell rating, two have assigned a hold rating and eleven have assigned a buy rating to the company. The company has a consensus rating of "Buy" and an average price target of GBX 1,233.14 ($20.99).
Experian plc is a provider of global information services. The Company provides data and analytical tools to organizations in North America, Latin America, the United Kingdom and Ireland, Europe, the Middle East and Africa (LON:EXPN) and Asia Pacific.
Posted at 08/11/2013 10:10 by davenpd
Results were consistant with previous years. Maybe some investors just don't like companies that consistently make profit?!

Good solid company this and I am invested here. Says a lot seeing as though I actually work for them....
Posted at 19/4/2010 12:49 by wad collector
In more detail

Midas update: Experian coming good for investors

It was back in the heady days of January 2007 when Midas first tipped the credit checking business Experian.

Lending was still booming and the future looked bright. Midas warned that this could end, but we took the view that the company could even benefit as tougher times made lenders more eager to use its services, which provide information on the credit worthiness of would-be borrowers. We judged the shares a buy at 589p.

As none of us needs reminding, the crunch was particularly severe and lending volumes dropped so much that Experian could not escape the squeeze. Profits fell in 2007 and the shares followed. But Midas kept a close eye on the firm and in April last year, as the worst of the crisis eased, we again recommended the shares, this time at the much lower price of 442p.

What a difference a year makes. The shares ended last week at 614½p - a rise of 39% since last April. Even those who bought in 2007 have seen a gain of almost five per cent over the past three years --better than the FTSE 100, even before we add in the 32p in dividends.

The shares have been even higher, but a trading statement last week showed the developed markets in Europe were still sluggish, with the British revenues actually shrinking. This is a concern, but the group reported the American market was beginning to see a growth in lending that was feeding through to rising use of its services.

It is not unrealistic to hope that Britain will eventually pick up too. It is certainly unlikely to slump back to crisis levels. Meanwhile, Experian's expansion into emerging markets should give it plenty of room for growth.

Profits for the year just completed are due next month and analysts are predicting a rise from £513 million last year to more than £530m. As we have said before, earnings and dividends declared in dollars mean a weakening pound boosts prospective earnings for investors who take their payouts in sterling.

Investors should consider banking some profits, but it is worth holding on to some shares because there is room for more growth.

A second recession cannot be ruled out, but the worst should be in the past and Experian has successfully ridden out that crisis.

If and when lending starts to rise again, Experian will thrive.




I'm looking for a £6 reentry still, looks plausible still.
Posted at 28/5/2009 06:28 by playboyofthewesternworld
This checker deserves credit for its canny business modelNick Hasell: Tempus Experian may sit in the support services sector but its share price – up 80 per cent from last year's low – makes it look more like a bank. That is perhaps not surprising, given that banks are the biggest customers of the FTSE 100 credit reference agency and that its fortunes remain closely linked with the availability of credit to European and American consumers.

But despite bold policy measures that should work in its favour – sharp cuts in interest rates, quantitative easing in Britain and President Obama's mortgage refinancing moves in the United States – Experian resisted the temptation to talk green shoots at yesterday's full-year results. Increased stability in financial services "has yet to translate into a significant change in client behaviour", it said. Meanwhile, patterns in the two economic indicators from which Experian usually takes its cue, unemployment and consumer loan defaults, continue to worsen.

This means that investors must be content for now that underlying revenues and operating profits are still on the rise: up 3 per cent and 8 per cent respectively. Even better, the 8 per cent increase in the dollar-denominated dividend translated into a 40 per cent improvement for sterling-based shareholders.

There were some encouraging straws in the wind. A clutch of US credit card issuers are beginning to prepare campaigns for prescreening new customers for later in the year, the first hint of expansion in more than a year. Conversely, Experian is benefiting from moves by banks to repair their balance sheets – the need to pull in deposits has increased demand for verifying the identity of new savers. In the meantime, sales at Experian's Serasa division in Brazil are growing in double digits and the company is taking its first tentative steps into India, having won its first licence earlier this month.

But the beauty of Experian is its ability to cut the same information in different ways for different customers: in essence, it buys data once but sells it many times over. That explains why its operating margins have now risen to 23.3 per cent and should continue to advance.

At 493p, up 7p, or 12 times current-year earnings, the shares have begun to price in recovery but should advance further as economic signals improve. Buy on weakness.
Posted at 16/5/2009 07:57 by playboyofthewesternworld
If EXPN really does go ahead and put forward a progressive dividend policy, I feel that could provide EXACTLY the right stimulus to get the share price heading back towards 600p. Look at the following article and you'll see why:

From The Times May 16, 2009

Investors to lose more income as companies trim dividends
Miles Costello and Marcus Leroux

Shareholder income could fall by a further 35 per cent as more companies cut dividends to preserve cash, leading investors fear.

BT became the latest big company to cut its payout this week and Marks & Spencer is forecast to halve its final dividend when it announces its annual results on Tuesday.

Richard Batty, global investment strategist for Standard Life, predicts that dividends across the stock market will fall by up to 35 per cent between now and 2011. Some City traders, who have developed a market for trading dividends, are even more pessimistic and are predicting that leading companies will cut payouts by up to 50 per cent during the current financial year.

Mr Batty said: "The cuts we are seeing are pretty unprecedented. You have to go back to recessions and world wars before you see anything like it."

The fall in income will be a further blow to pension funds and to private investors, who are hurting from low interest rates that have wiped out interest payments from their bank savings.

About eight million pensioners rely on dividends or savings income to supplement their state pension. More than a million private investors suffered as a result of BT's dividend cut. The top 100 companies have reduced their dividends by about 15 per cent since late last year and analysts' estimates suggest cuts of a further 10 per cent to 15 per cent by next April.

Roger Lawson, a director of the UK Shareholders' Association, which represents individual share owners, said that the stability of dividend payments was particularly important to retail investors. He said that although some companies were being prudent, others were using the recession as a way of cutting the payout by more than necessary. He cited Legal & General, the insurer, which in March cut its dividend for the first time in its history.

Mr Batty said that despite the drastic cut in expected dividend income, institutional shareholders were broadly supportive of efforts by companies to preserve capital. He said: "We are seeing the severest recession since the 1930s. That impacts on corporate profitability. To some extent companies are being forced to cut dividends.

"Usually, it is a lack of confidence in the outlook that prompts a dividend cut; now it is about management taking action. If this action means that the company survives, investors will give that the thumbs up."

Leading City fund managers said they were hoping that the present round of dividend cuts would be a one-off. Investors will begin to ask questions if companies try to push through an unexpected second round of smaller payouts next year, they said.

Mr Batty added that Standard Life Investments was bullish on company shares. The yield on FTSE 100 shares, at about 5 per cent, compared with cash, is at its highest level for 100 years, he said. In November, Sir Stuart Rose, the executive chairman of M&S, held the interim dividend at 8.3p, despite cutting capital expenditure after a plunge in profits and sales.

Analysts suggest that M&S will post pre-tax profits of £615 million, down 46 per cent on last year. Some analysts believe that the retailer will maintain its final dividend, although most are expecting a cut. M&S declined to comment.

More than one million private shareholders in BT, the struggling telecoms group, lost out this week when Ian Livingston, the chief executive, cut the annual payout from 15.8p to 6.5p a share.

Enterprise Inns joined a growing line of companies to reduce their annual dividends last week in a desperate attempt to conserve cash as they battle to endure the recession.

As well as hammering the value of retail investors' share portfolios, the dividend cuts will hit company pension schemes that are heavily invested in shares. Institutional fund managers, which rely on dividend income to generate returns, will also see income hit.
Posted at 01/4/2009 22:23 by nscap
Jonny33

Off the top of my head now as I'm out the office...

Current eps with fx factor = 30p with an approximate multiplication of 14x earnings.
Broker forcast $4.03b in sales justifying an approximate 40p (fx factored) in eps. With brazil in the loop and no immediate reports on capex problems I estimate the higher of broker figures of around 60c which is around 45p taking it to around $4.4b.

That's neither here or there, but the above consensus places a lower value on the companay at only 10x earnings and thus in order to satisfy a current day value on "new EPS" the price must rise to 635p in order for it to be valued at the same price investors value it today ...i.e 14x.

Let me know how your hat tastes...

NSC

Your Recent History

Delayed Upgrade Clock