UK's YouGov slightly beats FY26 revenue estimates, sets £15 mln buyback

By Reuters News


Overview

  • UK research data group's FY26 revenue grew 2%, slightly beating analyst expectations

  • Adjusted pretax profit for FY26 missed analyst expectations, declining 15% yr/yr

  • Company to replace FY26 dividend with £15 mln share buyback launching immediately


Outlook

  • YouGov expects FY27 adjusted operating profit of £58 mln to £61 mln, up 7%-12% year-on-year

  • Company says investment in Shopper division to continue in FY27 at similar levels to FY26

  • Company says current trading is in line with expectations, with 49% of FY27 revenue contractually secured


Result Drivers

  • DATA PRODUCTS AND RESEARCH - Co said revenue growth was driven by demand in Data Products and Research divisions

  • VDP EXECUTION - Co attributed H2 profit improvement to revenue momentum and execution of Value Delivery Plan

  • SHOPPER INVESTMENT - Co said profit decline in Shopper division reflected targeted investment to expand panels and strengthen client proposition


Company press release:


Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

FY Revenue

Slight Beat*

GBP 396.60 mln

GBP 395.07 mln (7 Analysts)

FY Adjusted Pretax Profit

Miss

GBP 41.30 mln

GBP 42.59 mln (7 Analysts)

FY Adjusted Operating Margin

14.00%

FY Operating Profit

GBP 21.20 mln

FY Pretax Profit

GBP 6.20 mln

*Applies to a deviation of less than 1%; not applicable for per-share numbers.


Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the advertising & marketing peer group is "buy"

  • Wall Street's median 12-month price target for YouGov PLC is GBp370.00, about 37.3% above its October 12 closing price of GBp269.40

  • The stock recently traded at 8 times the next 12-month earnings vs. a P/E of 7 three months ago


Reuters Recommended Reads

  • Oct 12 - British recruiter Hays posts 14th straight net fee drop, shares fall

  • Oct 12 - UK's ActiveOps says major customer contract non-renewal to hurt FY28 revenue

  • Oct 12 - UK's Thruvision H1 revenue steady at £2.6 mln, maintains FY outlook


For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.


(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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