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WINNERS & LOSERS: Clarkson eyes profit beat; Informa buys Clarion

6th Oct 2026 09:29

(Alliance News) - The following are the leading risers and fallers among FTSE 100 and 250 index constituents on Tuesday.

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FTSE 100 winners

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Informa PLC, up 3.2% at 889.20p, announces acquisition, fundraise and plan to separate unit

Relx PLC, up 2.8% at 2,606.50p

Experian PLC, up 2.6% at 2,529.50p

Weir PLC, up 2.5% at 2,647.00p

Whitbread PLC, up 2.3% at 2,481.00p

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FTSE 100 losers

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BP PLC, down 1.1% at 557.00p, oil price falls below USD100 a barrel

Ithaca Energy PLC, down 1.0% at 278.60p, tracks oil lower

BAE Systems PLC, down 0.9% at 1,917.25p, UK prime minister mulls delaying decision on defence spending

IG Group Holdings PLC, down 0.7% at 979.25p, down 25% since cutting guidance

M&G PLC, down 0.5% at 311.90p

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FTSE 250 winners

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Clarkson PLC, up 6.9% at 5,397.50p, says trades strongly

HgCapital Trust PLC, up 4.1% at 388.25p

Telecom Plus PLC, up 3.7% at 855.50p, backs guidance

Man Group PLC, up 3.5% at 332.50p, Jefferies raises price target to 385p from 345p

Ocado Group PLC, up 3.4% at 265.50p

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FTSE 250 losers

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Inchcape PLC, down 4.1% at 701.50p

RHI Magnesita NV, down 3.1% at 2,790.00p

Baltic Classifieds Group PLC, down 3.1% at 195.80p

Genus PLC, down 1.8% at 2,087.00p

Seraphim Space Investment Trust PLC, down 1.8% at 79.45p

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FTSE 100 & 250 movers in focus:

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Clarkson, up 6.9% at 5,397.50p, 12-month range 3,365.00p-5,485.00p. Shipping services provider Clarkson says trading in August and September was "very strong". Geopolitical worries have created "further volatility across commodity and freight markets", so some areas of its business have seen record freight rates. "The Broking division has delivered revenues significantly ahead of previous expectations, while also adding to the forward order book. Alongside this, the Financial division has executed a number of transactions, resulting in performance also being significantly up on expectations," Clarkson says. As a result, it now expects 2026 underlying pretax profit of no less than GBP135 million. Peel Hunt notes this is ahead of consensus of GBP115.3 million.

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Telecom Plus, up 3.7% at 855.50p, 12-month range 638.00p-1,896.00p. Telecom Plus has backed annual guidance, and it has seen "encouraging progress" since setting out a five-year plan back in June. The London-based provider of bundled household utility services said in a trading statement for the first half ended September 30 that multiservice organic customer numbers increased at an annualised rate of over 11% to around 526,000. This is ahead of its 10% target for the full year. It reiterates its expectation of an annual adjusted pretax profit between GBP80 million and GBP90 million. It issues half-year results on November 24. "Our first half performance builds on the encouraging start to FY27 that we reported at our AGM in August, with growing momentum across all aspects of the business. Multiservice customer growth has been strong, and well ahead of the level we delivered in FY26, driven by the investment we are making in our customer proposition and underpinned by record levels of activity across our partner network," CEO Stuart Burnett says.

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Informa, up 3.2% at 889.20p, 12-month range 719.00p-1,000p. Informa says it will acquire Clarion Events for GBP2.24 billion, and it sets out a plan to separate its academic markets business. The London-based business information and exhibitions group will part-fund the Clarion buy through a placing, it adds. Clarion has an enterprise value of GBP2.24 billion and the deal is to be sealed "towards the end" of the fourth quarter. It will be acquired from Blackstone Inc. Informa plans to raise GBP940 million to part-fund the deal. A placing will be conducted through an accelerated bookbuild. The price per share and final number of shares to be placed will be decided at bookbuild close. It also announces a plan for a retail offer. "Informa will pause its current share buyback programme in order to redirect capital to fund the transaction, whilst maintaining balance sheet flexibility," it adds. In addition, it says it plans to separate Taylor & Francis, its academic markets arm. It has "formally launched a separation process to review all options".

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Domino's Pizza Group, up 3.0% at 218.74p, 12-month range 164.03p-221.60p. Berenberg believes Domino's Pizza Group has a "strong value proposition", leaving it well-placed to eat into a GBP3 billion UK pizza market. In addition, the new Chick 'N' Dip menu "could be transformational for the investment case, earnings and valuation", Berenberg says, in a note fittingly titled "buy the dip".

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BAE Systems, down 0.9% at 1,917.25p, 12-month range 1,529.00p-2,360.00p. The Times reports that UK Prime Minister Andy Burnham is mulling delaying a decision to up defence spending until autumn of next year. A spending review, which was expected to be held in the spring, was set to spell out a timetable for an increase in defence spend. But ministers are now mulling a delay so it can come alongside next year's budget. Citing one Whitehall source, The Times reports that the "working assumption" is that the spending review is to come next October.

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By Eric Cunha, Alliance News news editor

Comments and questions to [email protected]

Copyright 2026 Alliance News Ltd. All Rights Reserved.


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