Experian has announced a new $1 billion share buyback and is keeping its outlook for solid mid‑single‑digit organic growth. It told investors it still expects organic revenue to rise 6 to 8 percent in its 2026 financial year and says it can return more cash while continuing to invest in the business.
New $1 Billion Buyback to Run through 2027
Experian’s board has approved a 1 billion dollar share repurchase program that starts immediately and can run until June 30, 2027. The company says the plan will reduce the number of shares in circulation and cover about 200 million dollars of obligations from employee share plans, with JPMorgan handling the first tranche and the pace of buying depending on market conditions and capital needs.
Management says strong trading and a favorable leverage position give it room to increase buybacks without changing its overall capital allocation framework. Experian is keeping its dividend policy and medium‑term financial targets in place, signaling it views the buyback as an add‑on rather than a strategy shift, and it has also spent about 1.2 billion dollars on acquisitions in its 2025 fiscal year, including the purchase of Brazilian fraud prevention firm ClearSale.
Guidance Reaffirms 6–8% Organic Revenue Growth
Experian expects total revenue to grow 9 to 11 percent in FY26, with organic revenue up 6 to 8 percent at constant currency. That outlook follows an FY25 where revenue from ongoing activities rose 8 percent, organic revenue increased 7 percent and EBIT grew 11 percent.
The company highlights broad‑based momentum across its Consumer Services and Business‑to‑Business units. In the latest quarter, organic revenue grew 10 percent in North America, 6 percent in Latin America and 3 percent in both the UK & Ireland and EMEA/Asia Pacific. Consumer Services, which now has more than 200 million free members worldwide, delivered 7 to 9 percent organic growth, while B2B revenue rose 6 to 8 percent, led by analytics, mortgage, alternative data and other key verticals.
Experian says strong demand for data, analytics and AI‑powered decision tools supports its growth outlook. It has been investing heavily in data platforms and new AI‑driven products for lenders, healthcare providers and other clients, which it believes will sustain “strong and consistent” performance. With the new buyback, Experian is signaling that it can fund these investments while still returning meaningful cash to shareholders over the next two years.
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