FTSE 100 news / Companies and sectors / Informa / 15 October 2026

Informa (INF): news on Thursday 15 October 2026

+8.0 strongly positive

Coverage focused on the Clarion deal and the start of the Taylor & Francis separation. It leans positive as JP Morgan raised earnings estimates and a US bank sees a re-rating as a pure-play B2B business.

What drove it

Clarion deal
Taylor & Francis separation
analyst upgrades

The 6 stories

Each headline's own score, strongest first. Links go to the publisher.

+10.0 US bank sees Informa re-rating as Taylor & Francis exit unlocks pure-play B2B value Proactive Investors UK
US bank sees re-rating from becoming pure-play B2B.
+10.0 Informa earnings estimates rise at JP Morgan after Clarion deal Proactive financial news
JP Morgan raises earnings estimates after Clarion deal.
+6.7 The Numbers Behind Informa’s Clarion Deal: A Platform Play Find More Africa
Analysis framing Clarion deal as a platform play.
+5.0 Informa begins separation process for Taylor & Francis The Bookseller
Separation of Taylor & Francis begins, a strategic step.
+5.0 Informa plc (LSE:INF): what does the current Clarion acquisition and portfolio split mean? Kalkine Media
Explainer on Clarion acquisition and portfolio split.
+2.5 Informa plc (INF.L) - What Are Analysts Saying About This Stock? MarketBeat
Analyst overview of the stock, mildly informative.

Informa: every day · Media and technology on 15 October 2026 · FTSE 100 overview for the day