Equity Research, Broker Reports, and media content on Pearson PLC

  • Access the latest forecasts, broker valuations, multiples, and video content from the city about Pearson PLC
  • See live updates from analysts, company announcements, and other news in a personalised/single dashboard
  • 30 Oct 23
Testing is not just for Covid

Pearson released a decent Q3 trading update thanks to the very strong dynamism in Pearson VUE and PTE sale offsetting the Higher Education division which continues to suffer. This publication was welcomed by the markets due to the upwards revision to the guidance.

Companies: Pearson PLC

AlphaValue
  • 31 Jul 23
H1 23: Robust results amid AI concerns

Pearson delivered decent results in H1 23 with consensus-beating revenue and operating profit in line. (Generative) Artificial Intelligence was at the heart of this earnings release but for the moment there is no materiality in one sense or the other. The group reaffirmed its guidance for FY23 and its mid-term outlook.

Companies: Pearson PLC

AlphaValue
  • 03 May 23
A Q1 23 full of positive surprises/ Chegg shock

Following a good Q1 23 trading update, Pearson reaffirmed its guidance and announced a share buyback programme of £350m starting in H2 23. On May, 2 Pearson was rocked by negative inferences from GPTs on Chegg’s business

Companies: Pearson PLC

AlphaValue
  • 03 Mar 23
Pearson, the threat of declining HE revenues overshadows the good FY22 results.

Pearson’s stock is down 2% after the FY22 report. Profits posted an increase although Higher Education declined. The FY dividend was raised. The share buy-back programme of £350m in FY22 went smoothly but was not exceeded unlike for many of the peers.

Companies: Pearson PLC

AlphaValue
  • 24 Oct 22
Q3 22: Back-to-school in (almost) full force

Pearson is up as much as +10% today after issuing a reassuring 9-month 2022 trading update, stating that it is “confident of being able to navigate the challenging macro-economic environment”. The FY22e guidance was re-affirmed. After FY21, Q1 22, and H1 22 updates, this is the fourth publication that has been acclaimed by investors, giving increasing credibility to the group’s digital transformation.

Companies: Pearson PLC

AlphaValue
  • 01 Aug 22
The digital strategy is paying off

Pearson was up as much as 12% today after reporting better-than-expected H1 22 results. The company said that it will meet its FY25 guidance two years in advance, i.e. in FY23, thanks to £100m in cost savings identified (synergies and efficiencies from the recent reorganisation). Again, a very pleasant surprise.

Companies: Pearson PLC

AlphaValue
  • 29 Apr 22
Solid Q1 22 paints a rosy picture for the full-year and beyond

Pearson’s stock is up 3% following an encouraging Q1 22 trading update in which the company reaffirmed its guidance and announced a promising acquisition.

Companies: Pearson PLC

AlphaValue
  • 25 Feb 22
Pearson boosts investor morale with a buy-back and an upbeat outlook

Pearson’s stock is up 12% after the company confirmed its recent FY21 estimates and raised its FY dividend. Investors also welcomed an unexpected £350m share buy-back programme for FY22e.

Companies: Pearson PLC

AlphaValue
  • 19 Jan 22
A good run in FY21 despite some setbacks

Pearson issued a very satisfactory trading update (FY21 unaudited figures), highlighting a strong top- and bottom-line performance, ahead of expectations, as well as a robust financial position. Although Higher Education continued to decline, it did so at a slower rate than anticipated.

Companies: Pearson PLC

AlphaValue
  • 15 Oct 21
Q3 21 trading update: good but not great

Pearson shares are down 12% this morning following the publication of the group’s 9-month trading update. The drop in Higher Education has dampened investors’ confidence.

Companies: Pearson PLC

AlphaValue
  • 30 Jul 21
Lukewarm H1 21 results

Pearson published satisfactory H1 results, with revenues and adjusted OP above expectations. However, as international markets are reopening more slowly than anticipated due to new COVID-19 variants, the group left its FY21e guidance unchanged. The strategic review of international courseware local publishing businesses launched in March is now largely complete.

Companies: Pearson PLC

AlphaValue
  • 26 Apr 21
The digital strategy is starting to bear fruit

Pearson published an encouraging Q1 21 trading update, with revenues up 5% organically despite tough comparisons. The FY21e guidance remains unchanged.

Companies: Pearson PLC

AlphaValue
  • 10 Mar 21
New year, new reorganisation, fed up

Pearson confirmed its recent FY20 estimates (see our Latest, 20/01/2021), reporting in line figures (-10% organic growth, adjusted OP: £313m, adjusted EPS: 28.7p). Final dividend is unchanged at 13.5p. Positive outlook: Despite a tough FY20, the group forecasts a return to revenue growth from Q2 21 and adjusted OP to be in line with current market expectations. Pearson also announced plans to cut office space and a new reorganisation into five divisions in FY21e at a cost of £40-70m.

Companies: Pearson PLC

AlphaValue
  • 20 Jan 21
FY20 in line, surfing on the wave of online learning

Pearson’s 2020 trading update is in line with a 10% organic sales decline and adjusted operating profit in the range of £310-315m (AV at £309m). Global Online Learning (+30% in Q4) pulled the group due to the wave of distance learning. The pandemic still clouds visibility.

Companies: Pearson PLC

AlphaValue
  • 14 Oct 20
In line with expectations but still high uncertainties ahead

Pearson’s 9-month trading update highlighted that the rising digital activities were unable to offset the test centre and school closures linked to COVID-19. The group’s solid financial position remains a positive point to retain. We are likely to raise our forecasts considering our below average expectations but expect to reiterate our cautious view on the stock.

Companies: Pearson PLC

AlphaValue

Pearson PLC

Company Profile

Research, Charts & Company Announcements

Research Tree provides access to ongoing research coverage, media content and regulatory news on Pearson PLC. We currently have 450 research reports from 7 professional analysts.

Latest News/RNS

(more news)
Date Source Announcement
19Apr24 07:00 RNS Pearson PLC - Transaction in Own Shares
18Apr24 07:00 RNS Pearson PLC - Transaction in Own Shares
17Apr24 07:00 RNS Pearson PLC - Transaction in Own Shares
16Apr24 07:00 RNS Pearson PLC - Transaction in Own Shares
15Apr24 07:00 RNS Pearson PLC - Transaction in Own Shares
12Apr24 07:00 RNS Pearson PLC - Transaction in Own Shares
11Apr24 15:59 RNS Pearson PLC - Director/PDMR Shareholding
Get free RNS email alerts

  • Frequency of research reports

     

  • Research reports on

    Pearson PLC

  • Providers covering

    Pearson PLC

  • 28 Mar 24
S4 Capital - Extension of recovery horizon

S4 Capital had a difficult FY23, as flagged, with reduced client confidence and spend, particularly from those clients in the tech sector, and on larger transformation projects. Management is cautious in the short term, with no substantive changes likely in H124, but sees conditions likely to improve in H224 as economic pressures ease. The group’s longer-term prospects should be buoyed by its positioning across data and digital marketing and, in particular, in incorporating AI into hyper-persona

Companies: S4 Capital plc

Edison
  • 29 Jan 24
Next 15 - FY24 Full Year update

If one focused solely on the share price chart, it would appear Next 15 had experienced a near death experience in 2023 with multiple, and extensive downgrades. The reality has been somewhat different. Next 15 will exit FY24 delivering both top line growth and year on year margin progression.

Companies: Next 15 Group plc

H2 Radnor
  • 18 Apr 24
LBG Media (LBG LN) - Strong momentum into FY24

Resilient growth in core markets: Revenue of £67.5m is +7.5% YOY (FY22: £62.8m) and +0.7% vs. Zeus estimate of £67.0m, with growth across Direct and Indirect divisions benefitting from increased activity with new and existing clients.

Companies: LBG Media Plc

Zeus Capital
  • 20 Jul 20
Still going strong

Future today released an update highlighting FY’20E adj EBITDA which is trading towards the top-end of consensus (£86.3m-£91.0m; N1Se: £88.5m). Strong performance has been supported by acceleration of the consumer shift to digital, positive cost control and cost synergy extraction from the TI Media acquisition (c.£9m annualised savings delivered so far). Migration of TI Media sites to the Group’s Vanilla platform are underway, whilst Hawk (price comparison platform) has been successfully deploye

Companies: Future plc

Singer Capital Markets