Rothschild Redb Increases Earnings Estimates for Experian

Experian PLC (OTCMKTS:EXPGY) – Analysts at Rothschild Redb lifted their FY2027 EPS estimates for Experian in a note issued to investors on Monday, January 26th. Rothschild Redb analyst S. Clinch now anticipates that the business services provider will earn $2.00 per share for the year, up from their prior estimate of $1.99. The consensus estimate for Experian’s current full-year earnings is $1.56 per share. Rothschild Redb also issued estimates for Experian’s FY2028 earnings at $2.32 EPS.

Other analysts also recently issued reports about the company. Citigroup raised Experian from a “neutral” rating to a “buy” rating in a report on Friday, November 21st. Wolfe Research upgraded shares of Experian from a “hold” rating to a “strong-buy” rating in a report on Wednesday, January 7th. One equities research analyst has rated the stock with a Strong Buy rating and one has issued a Buy rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Strong Buy”.

Experian Stock Up 0.9%

OTCMKTS EXPGY opened at $37.55 on Thursday. Experian has a 1-year low of $36.76 and a 1-year high of $55.21. The stock has a 50-day moving average of $43.93 and a two-hundred day moving average of $47.76.

Key Headlines Impacting Experian

Here are the key news stories impacting Experian this week:

• Positive Sentiment: FTSE-listed Experian launched a surprise US$1bn buyback to run until June 2027, and the market reacted positively with a bounce from multi-year lows — the move is intended to return excess capital while keeping investment plans intact. Experian bounces from 2yr low after announcing surprise share buyback
• Positive Sentiment: Analysts (Rothschild Redb) have nudged up FY2027–FY2028 EPS forecasts, signaling incremental confidence in the company’s earnings trajectory and reducing uncertainty around near-term profit outlooks. MarketBeat: EXPGY analyst notes
• Positive Sentiment: Autonomous Research updated its FY2026–FY2027 EPS projections for Experian, offering fresh analyst coverage that supports expectations for recovering earnings. These revisions reinforce buy-side arguments that the stock may be oversold. MarketBeat: Autonomous Res estimates
• Neutral Sentiment: An article highlights growing investor concern about AI-related risks to parts of Experian’s data and analytics business, but notes analysts view the buyback as a timely countermeasure — this is a mixed signal: fundamental support from capital returns, offset by longer-term structural questions. Experian shares hit by AI concerns but analysts say buyback is buying opportunity
• Neutral Sentiment: Analyst preview pieces (e.g., FY2028 predictions) provide updated consensus views but contain no major surprises; useful for modeling but less likely to move the stock sharply on their own. Analysts Offer Predictions for Experian FY2028 Earnings
• Negative Sentiment: Short interest in EXPGY reportedly surged dramatically (very large percentage increase), which could amplify downside pressure if negative sentiment or catalysts persist — watch for further short-covering volatility or additional bearish flows. Short Interest in Experian PLC Rises By 6,383.1%

About Experian

Experian is a global information services company that specializes in consumer and business credit reporting, data analytics, and decisioning technologies. The company collects and aggregates data from a range of sources to produce credit reports and credit scores, and it provides tools that help lenders, insurers, retailers and other organizations assess credit risk, detect fraud, and make automated decisions. In addition to core credit reporting, Experian offers identity verification, fraud prevention, credit monitoring and consumer education services targeted at both individual consumers and enterprise clients.

Products and services include business credit and risk management solutions, marketing data and analytics to support customer acquisition and segmentation, and software-as-a-service platforms and APIs that enable real-time decisioning and workflow integration.