London, Jan 10, 2026, 09:48 GMT — Market closed
- Experian shares ended Friday at 3,478 pence, rising 2.05% and beating the FTSE 100
- The company has launched the search for a new chair following Mike Rogers’ announcement that he plans to step down come July
- Upcoming key events are U.S. inflation figures on Jan. 13, UK monthly GDP on Jan. 15, and Experian’s Q3 update due Jan. 21
Experian shares closed Friday up 2.05% at 3,478 pence, outpacing the FTSE 100’s 0.8% gain. The stock fluctuated between 3,405p and 3,510p during the session. It’s trading roughly 15% below its 52-week peak of 4,101p, yet well above the year’s low of 3,049p. The shares are now ex-dividend, so anyone buying in won’t receive the upcoming payout. The price-to-earnings ratio stands near 29, a standard valuation metric, according to data from Hargreaves Lansdown.
With the London market closed for the weekend, focus shifts to what lies ahead rather than past trades. Experian faces a busy schedule over the coming weeks, and investors often view even a slight slip in momentum as expensive when a stock is priced for consistent performance.
In November, Experian forecast fiscal 2026 revenue growth around 11%, with organic revenue growth—excluding acquisitions and currency effects—expected at the high end of its 6% to 8% range, citing early signs of recovery in U.S. lending. Investors will watch the January update closely to see if that outlook remains steady and whether demand for analytics and fraud tools is holding firm. (Reuters)
Experian announced on Jan. 8 that chair Mike Rogers will step down after the annual general meeting on July 22, ending his nine-year tenure on the board. He will not seek re-election. The nomination and corporate governance committee, led by senior independent director Alison Brittain, has already begun the hunt for his replacement. Rogers said, “I shall leave knowing that Experian is well-positioned for the next phase of its journey.” CEO Brian Cassin added, “I want to thank Mike for the enormous value he has brought to Experian.” (Investegate)
The dividend clock is ticking. Investors recorded as shareholders by the close of business on Jan. 9—the record date—will get the first interim dividend of 21.25 U.S. cents per share on Feb. 6, the company announced. If investors don’t opt for payment in dollars, Experian will set the sterling payout using the exchange rate from Jan. 16.
The next update comes with the third-quarter trading statement on Jan. 21, followed by full-year results on May 20, per the financial calendar. The January report tends to be brief, leaving out many details, but it usually shifts expectations for the year ahead. (Experian)
Macro data might set the initial tone. The US will release its December consumer price index on Jan. 13, followed by Britain’s November GDP estimate on Jan. 15. Both numbers are closely watched for signals on interest rate directions and, in turn, credit demand.
Near-term risks point in the opposite direction. A fresh lending slowdown, stricter data regulations, or a chaotic leadership transition could dent growth forecasts and challenge a valuation that’s priced for steady gains.
All eyes are on Jan. 21, when Experian releases its Q3 trading update. Investors will be watching closely for any shifts in full-year guidance and the trajectory of organic growth.
