Berenberg keeps Buy on Informa stock at GBp 1,040

Published on 10/08/2026 at 15:48 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Berenberg kept its Buy rating and set a GBp 1,040 target on October 8, 2026. Informa stock costs EUR 10.60 after EUR 10.35, plus 2.42 percent.

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Informa stock (ISIN GB00BMJ6DW54) was trading at EUR 10.60 at Lang & Schwarz on October 8, 2026 at 3:36 p.m. CEST, up 2.42 percent versus the prior close of EUR 10.35. On the same date, MarketBeat reported that Berenberg reaffirmed its Buy rating and set a GBp 1,040 price target.

Berenberg keeps a positive view

The Berenberg target is above the London-listed share price, while the current euro quote gives German investors a separate trading reference. MarketBeat also said six analysts rated Informa a Buy and that the average target stood at GBp 1,135 on October 8, 2026.

Informa's London Stock Exchange price was last at GBp 886.60 on October 8, 2026 at 2:46 p.m. BST. The same quote showed a 52-week range of GBp 719.00 to GBp 1,000.00 and a market capitalization of GBP 11.1 billion.

What does the issue change?

The strategic backdrop is the acquisition of Clarion Events and the planned separation of Taylor & Francis. AJ Bell reported on October 6, 2026 that Informa was raising GBP 940 million for the GBP 2.24 billion Clarion transaction and continuing to guide for 6.00 percent underlying revenue growth in 2026.

The equity issue was completed at GBp 860.00 per share. Investegate reported on October 6, 2026 that the issue comprised 109,302,326 new shares, equal to 8.70 percent of the pre-issue share capital, with admission expected on October 8, 2026.

Three dated operating milestones

On March 12, 2026, Informa reported fiscal 2025 revenue of GBP 4.04 billion and underlying earnings per share of GBp 55.60, according to AJ Bell. On July 30, 2026, MarketBeat reported quarterly earnings per share of GBp 26.70. On October 6, 2026, Investegate reported the GBP 938 million gross placing and retail offer as part of the Clarion funding.

Upcoming reporting dates

Informa's next listed financial dates are the ten-month trading update on November 17, 2026 and the 2026 full-year results on March 11, 2027, according to the company's investor calendar.

Stock context stays mixed

The market picture combines a 2.42 percent intraday gain in the euro quote with a share price below the GBp 1,000.00 52-week high. For investors, the key comparison is whether Clarion's expected growth and Informa's business-to-business concentration can justify the additional equity issued at GBp 860.00.

Informa was trading at EUR 10.60 at Lang & Schwarz on October 8, 2026 at 3:36 p.m. CEST, plus 2.42 percent versus the prior close of EUR 10.35. The further course of trading is shown by the continuously updated real-time quote of Informa stock.