Experian Launches $1 Billion Buyback

Experian has announced a new share repurchase (buyback) programme of up to 1 billion dollars, to be carried out over the next roughly 18 months.

Key details

• Size: Up to 1 billion US dollars of ordinary shares.​

• Timeline: The programme is scheduled to conclude no later than 30 June 2027 and starts immediately.

• Maximum shares: The board has authority to buy back up to about 89.8 million shares under the mandate granted at the 2025 AGM.​

• Purpose:

  • Reduce the number of shares in issue.​

  • Meet obligations from employee share plans of around 200 million dollars, with the balance used for outright capital reduction.

Rationale and financial stance

• Experian says trading remains strong and it expects to end its current financial year with a favorable leverage position, giving it room to invest in the business and return excess capital.​

• Management describes the buyback as an opportunity to create additional shareholder value through increased repurchases, without changing its medium‑term financial framework, capital allocation framework, or dividend policy.

• Commentators note the move comes after a period of share price weakness (roughly a 20% year‑to‑date decline at the time of announcement), and interpret the buyback as a signal that management views the stock as undervalued.

Market reaction

• Experian’s shares rose on the day of the announcement, ranking among the top gainers in the FTSE 100 as investors responded positively to the programme.