
What smart money is saying about Informa plc
2 funds in our archive have pitched Informa plc — most recently Ariel International Fund in September 2025.
Informa plc operates as an intelligence, events, and scholarly research company worldwide. It operates through five divisions: Informa Connect, Informa Intelligence, Informa Markets, Informa Tech, and Taylor & Francis. The Informa Connect division delivers specialist content and live experiences through in-person and virtual events, and digital platforms and services that enables businesses and professionals to meet, connect, learn, and share knowledge. This division operates events in the finance, biotech and pharma, and other specialist markets, including food and hospitality, marketing, and pop culture. The Informa Intelligence division offers critical data and specialist intelligence to businesses in the areas of pharma, finance, and maritime. The Informa Markets division connects buyers and sellers and supports the flow of business and trade in various specialist markets. Its major brands help businesses meet, discover products, trade and grow through major exhibitions, virtual events, digital marketplaces, and specialist content and data services. The Informa Tech division offers research, media, training, and events that inform, educate, and connect businesses and professionals working in technology. The Taylor & Francis division commissions, curates, produces, and publishes scholarly research and reference-led content in specialist subject areas, which assists to advance research and enabling knowledge to be discovered and shared. This segment houses teaching guides, videos, case studies, and approximately 18,000 book chapters and journal articles. The company was formerly known as T&F Informa plc and changed its name to Informa plc in August 2005. Informa plc was founded in 1998 and is headquartered in London, the United Kingdom.
Fund coverage · 2 theses
- Ariel International FundSeptember 2025
Informa plc is well-positioned for a re-rating due to its strong free cash flow growth, improving margins, disciplined capital allocation, and upcoming catalysts that could unlock further value in the next 12-24 months.
Read the full thesis - Third PointJune 2025
Informa PLC is a leading B2B live events company with strong margins and significant growth potential, especially in the Middle East, while trading at an attractive valuation.
Read the full thesis
Read every full thesis on Informa plc
Unlock all 2 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→