Back to News
Market Impact: 0.5

UBS Reiterates Experian plc

UBSEXPGYAPIENDAQ
Analyst EstimatesAnalyst InsightsCompany FundamentalsCorporate EarningsInvestor Sentiment & Positioning
UBS Reiterates Experian plc

UBS reiterated a "Buy" recommendation for Experian plc (EXPGY) on November 7, 2025, setting an average one-year price target of $60.13, which implies a 29.21% upside from its $46.54 closing price. The company projects annual revenue of $7.626 billion, a 1.37% increase, and non-GAAP EPS of $1.63. While the number of institutional owners increased by 3.57% and their average portfolio weight in EXPGY rose by 24.53% in the last quarter, total institutional shares owned decreased by 3.85% to 2.347 million, indicating mixed institutional sentiment despite the positive analyst outlook.

Analysis

UBS has reiterated a "Buy" recommendation for Experian plc (EXPGY), setting an average one-year price target of $60.13/share, which represents a substantial 29.21% upside from its latest closing price of $46.54. This strong analyst conviction is supported by a forecast range extending up to $77.16, indicating significant potential for capital appreciation. The company's fundamental projections include an annual revenue of $7,626 million, reflecting a modest 1.37% increase, alongside a projected non-GAAP EPS of $1.63. While revenue growth appears conservative, the positive analyst sentiment suggests confidence in Experian's earnings power and market position. Institutional sentiment presents a mixed picture; the number of funds reporting positions in EXPGY increased by 3.57% and their average portfolio weight rose by 24.53% in the last quarter. However, total shares owned by institutions decreased by 3.85% to 2,347K shares, with some firms like Henry James International Management increasing holdings by 25.99% while Aristotle Capital Management reduced shares by 2.49% but increased portfolio allocation. This indicates a nuanced positioning among institutional investors.

AllMind AI Terminal

AI-powered research, real-time alerts, and portfolio analytics for institutional investors.

Request a Demo

Market Sentiment

Overall Sentiment

strongly positive

Sentiment Score

0.70

Ticker Sentiment

APIE0.00
EXPGY0.80
NDAQ0.00
UBS0.00

Key Decisions for Investors

  • Investors should consider the significant 29.21% price target upside from UBS's reiterated "Buy" rating as a strong indicator of potential capital appreciation.
  • Monitor future institutional ownership reports closely, particularly the divergence between increasing fund participation and decreasing total shares held, to gauge evolving sentiment.
  • Evaluate the modest 1.37% projected revenue growth in conjunction with the positive EPS forecast and analyst conviction to assess the company's long-term growth trajectory.