- Price
- $34.68 → $32.65(−5.9%)
- Discount
- 36.9% → 40.6%(+3.7 pts)
- Recent events
- 2026-09-09: Fannie Mae and Freddie Mac opened VantageScore 4.0 to all approved mortgage lenders. Lenders no longer need prior written approval. Experian co-owns VantageScore with Equifax and TransUnion.
2026-07-16: Experian's Q1 FY27 trading update showed total revenue up 10% at actual rates, 7% organically, in the middle of its 6%-8% full-year guidance range. North America B2B grew 11% organically while North America Consumer Services fell 2% as a data-breach response contract wound down. Full-year guidance was left unchanged.
2026-07-01: Experian's Brazilian unit, Serasa, completed its acquisition of idwall, a digital-identity and fraud-prevention specialist, for about BRL 400 million (roughly $71 million).
2026-05-20: Experian reported record FY26 full-year results (year ended March 31, 2026): revenue of $8,425 million, up 13% at actual rates and 8% organically; Benchmark EBIT margin of 28.6%, up 50-60 basis points; Benchmark EPS up 15%. The board raised the full-year dividend 11% to 69.25 US cents and announced a new $1 billion buyback through June 2027, after buying back $725 million of stock in FY26. Shares still fell on the day on continued AI-disruption worries despite the beat.
2026-04-21: Experian named Adam Crozier, former CEO of ITV and Royal Mail, as chair-designate, to succeed Mike Rogers as chair once the July 2026 annual meeting concluded.
2026-01-26: Experian shares extended a slide to a two-year low, down about 13% for the month, after analysts (including Panmure Liberum) pointed to fears that AI will disrupt the credit-bureau business, alongside a weak US dollar and FICO's move to sell mortgage credit scores directly to lenders.
2025-11-12: Experian reported H1 FY26 results (six months to September 30, 2025): total revenue up 12% at constant currency, 8% organically, with organic growth accelerating from 8% in Q1 to 9% in Q2. Benchmark EBIT grew 14% and margin rose 50 basis points. The board raised the interim dividend 10% and lifted full-year organic revenue guidance to the top of its prior range, around 8%.
2025-10-22: A US federal court denied Experian's motion to dismiss the Consumer Financial Protection Bureau's January 2025 lawsuit, which alleges Experian ran "sham investigations" of consumer credit-report disputes in violation of the Fair Credit Reporting Act, and ordered Experian to answer the complaint. Litigation is ongoing, with a court ruling on Experian's affirmative defenses following in January 2026.
2025-10-02: FICO announced it will license its credit scores directly to mortgage resellers and lenders, letting them bypass bureaus like Experian for part of the mortgage credit-score fee. Experian responded by cutting the price of its own VantageScore 4.0 offering and offering it free for a limited time.