Wolters Kluwer 2025 revenue up 7%, announces €500 mln buyback

Reuters02-25
Wolters Kluwer 2025 revenue up 7%, announces €500 mln buyback

Overview

  • Professional information solutions firm's 2025 revenue grew 7% in constant currencies

  • Adjusted EPS for 2025 rose 9% in constant currencies

  • Company announced 2026 share buyback of up to €500 mln, €100 mln completed

Outlook

  • Wolters Kluwer expects 2026 adjusted operating profit margin to be approximately 28.0%

  • Company anticipates high single-digit growth in diluted adjusted EPS for 2026

  • Wolters Kluwer plans to increase product development spending to 12-13% of revenues in 2026

Result Drivers

  • CLOUD SOFTWARE GROWTH - Cloud software revenues rose 15% organically, contributing significantly to overall revenue growth

  • AI-POWERED SOLUTIONS - Nearly 70% of digital revenues come from AI-powered solutions, driving growth and positioning for future expansion

  • RECURRING REVENUES - Recurring revenues, which constitute 83% of total revenues, increased 7% organically, supporting overall revenue growth

Company press release: ID:nGNE8BHMbM

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

FY Revenue

EUR 6.13 bln

FY Adjusted EPS

EUR 5.29

FY Adjusted Net Income

EUR 1.23 bln

FY Adjusted EBIT

EUR 1.69 bln

FY Adjusted EBIT Margin

27.50%

Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 12 "strong buy" or "buy", 3 "hold" and 1 "sell" or "strong sell"

  • The average consensus recommendation for the professional information services peer group is "buy"

  • Wall Street's median 12-month price target for Wolters Kluwer NV is €140.00, about 125.1% above its February 24 closing price of €62.20

  • The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 19 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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