Informa (IFJPY) Just Got a Fresh Buy Signal - Here's What You Need to Know

Panmure Gordon doubled down on Informa plc depositary receipts with a Buy rating this week, and the numbers are catching eyes. Analysts are pricing in a 41% upside from current levels ($20.66), with price targets ranging from $25.61 to $34.20.

What's moving the needle? The revenue outlook took a hit—projected to drop 23.36% annually—but that's already baked into analyst expectations. The projected non-GAAP EPS sits at $0.45.

On the institutional side, things are getting interesting. Only 5 funds are holding positions now (down from 6 last quarter), but the average portfolio weight ticked up 17.42%. Here's where it gets spicy: total institutional holdings dropped 38.77% to just 22K shares in three months.

The big movers? Fiduciary Management trimmed 1K shares but actually increased their allocation weight by 10.32%—classic accumulation move on a dip. Meanwhile, Rhumbline Advisers cut deeper, offloading 2K shares (31.67% reduction) and reducing allocation by 19.70%. SP Funds' ex-US ETF added 1K shares, signaling some international fund interest.

Bottom line: Institutions are rotating, but the buy rating + 41% upside forecast suggests smart money sees value at these levels. Watch how fund flows shake out next quarter.