London, January 30, 2026, 09:19 GMT — Regular session
Experian’s stock jumped roughly 3.5% to 2,789 pence on Friday following the announcement of a $1 billion share buyback, offering a rare boost after its recent decline. 1
Buybacks matter because they reduce the share count—the company repurchasing its own stock—which can boost earnings per share even when profits remain steady. This move also signals confidence, especially following a steep drop in valuations in parts of the sector.
Experian’s stock dropped 2.4% on Wednesday, closing at £27.19. That puts the shares about a third lower than their 52-week peak reached in July, according to MarketWatch data. 2
Experian revealed in a regulatory filing that its share repurchase programme will continue until June 30, 2027, at the latest. The first tranche kicks off immediately, managed by JPMorgan. The company aims to cut outstanding shares and cover about $200 million in obligations linked to employee share plans. The buyback pace will depend on market conditions and its capital requirements. 3
European shares nudged up in early trading, buoyed once more by buybacks providing short-term relief to beaten-down stocks. 4
Experian is riding a surge in credit demand in its largest market. On Jan. 21, the company’s third-quarter update showed 8% organic revenue growth, while it stuck to its full-year outlook. The boost came from a pickup in U.S. lending and robust interest in fraud-prevention services. 5
“Our full year expectations remain unchanged, given the strong momentum we’re seeing,” Chief Executive Brian Cassin said at the time. 6
Credit bureaus like Experian, Equifax, and TransUnion generally track lending volumes, particularly in mortgages, as well as banks’ expenditures on fraud detection and identity verification tools.
That said, a buyback won’t fix the core issue: if lending cools off once more—or if stricter regulations and consumer resistance to data use take hold—growth could stall fast, testing investor patience.
Investors will be watching Experian’s first interim dividend payment on Feb. 6, ahead of full-year results set for May 20. 7
