Experian Share Discussion Threads

[mike740] 30/1/2015 11:52

Experian buyback plans music to analysts’ ears Citywire 30/1/2015

Shares in credit check company Experian (EXPN) have been boosted after the buyback plan was more positive than expected.

Jefferies analyst Kean Marden retained his ‘buy’ recommendation and target price of £12.40 on the shares, which edged a penny lower to £11.83 yesterday.

‘Experian̵7;s capital framework contained the buyback we predicted but was more positive than expected,’ he said.

‘Risk-adjusted hurdle rates and benchmarking organic/ inorganic investment against share repurchase is music to our ears… The increased focus on return on invested capital should support an ongoing buyback and more generous dividend. These characteristics are highly desirable in the current economic environment.’

[mike740] 30/1/2015 11:50

No probs i3

[imperial3] 29/1/2015 11:42

Thanks mike740

[mike740] 29/1/2015 07:53

Experian broker views

Date Broker Recommendation Price Old target price New target price Notes

29 Jan Nomura Buy 1,197.50 - 1,260.00 Retains
29 Jan Deutsche Bank Buy 1,197.50 1,150.00 1,300.00 Reiterates
29 Jan JP Morgan Cazenove Overweight 1,197.50 1,347.00 1,347.00 Reiterates
28 Jan Liberum Capital Buy 1,197.50 1,230.00 1,230.00 Reiterates

[jeffcranbounre] 28/1/2015 18:22

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[mike740] 28/1/2015 16:17

Experian's cash generation a 'key strength', says Liberum
28 January 2015 12:10

Broker Liberum reiterated its 'buy' rating on Experian stock after the information services firm announced an unexpected $600m (£394.7m) buyback, which amounts to 5% of its stock.
On Wednesday, the FTSE 100 group announced a share repurchase programme after conducting a full capital framework review, pledging to return surplus capital to shareholders from time to time

The evaluation concluded that given the group's strong cash generation acquisitions will still form part of the business growth mix, while dividend will remain in line with or ahead of earnings.

"This new return guidance will be further supported by the growth initiatives [...] where we would expect focus on growth initiatives in credit services as well as plans to stabilise and improve its US consumer division," Liberum said in a note.

The company also said it is adopting a new target leverage range of 2 to 2.5 times net debt to earnings before interest, tax, depreciation and amortisation (EBITDA), moving away from its previous target of 1.75 to 2 times net debt to EBITDA.

"Experian's sustainable superior cash generation remains a key strength," Liberum added.

Experian shares were up 3.00% to 1,200.00p at 12:06 on Wednesday.

Related Companies: EXPN

[mike740] 28/1/2015 16:15

FTSE 100 movers: Experian boosted by new growth strategy, Anglo disappoints with 2015 guidance
Jack Pusey | Sharecast | 28 Jan, 2015 13:35 - Updated: 15:56

Credit-checking firm Experian was a high riser after unveiling an unexpected $600m share buyback and outlining plans to “deliver annual average growth in organic revenue in the mid-single digit range”. The company also said it has the potential for “strong growth” in earnings per share.

[mike740] 28/1/2015 12:36

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."

[mike740] 28/1/2015 10:44

28 Jan 2015 Experian PLC EXPN Liberum Capital Buy 1,209.00 1,165.00 1,230.00 1,230.00 Reiterates

SP TARGET 1230p

[mike740] 28/1/2015 10:25

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)

[davenpd] 06/11/2014 14:13

Let's hope so, the wife wants a new car so could do with selling some shortly :-)

[disc0dave] 06/11/2014 13:50

Up it would seem.... Let's hope last two days will reset the trend..

[davenpd] 05/11/2014 10:29

Half year results due out tomorrow, which way will this go??

[betman] 08/10/2014 14:12

Not much of a surge in EXPN !! Whats going on with this share ? Is it the countries its in or the particular markets ? Have the Hedgies got their shorts rolling ? Its more than just FTSE falling, it has massively underperformed the FTSE100
Grateful for any insights

[imperial3] 06/10/2014 12:53

The Brazilian stock market surged today on political hopes.

[imperial3] 06/10/2014 12:28

Recovering?

[betman] 03/10/2014 22:25

I saw on news that there are elections coming up in Brazil, could this be a factor ?

[davenpd] 25/9/2014 15:28

What's the reason for the sudden dip?

[imperial3] 11/7/2014 11:41

Any analysts' reports out yet?

[2ngh] 11/7/2014 10:22

Top

Great strength considering the market free fall this week.

Expect a steady grind up from here.

[topdoc] 11/7/2014 08:59

muted response lets see what next week brings looks like might have to wait a bit longer before the next uptick at least needs to stay above 10

[2ngh] 08/7/2014 09:48

Great relative strength today.

If the results are positive Friday then watch this fly.