CatalystWireBeta

YouGov

YOU · AIM · Media · mcap £318m · 271.0p

YouGov runs online panels of survey respondents and sells opinion data, research and analytics tools to businesses, media and governments. It also tracks consumer shopping through its Shopper and CPS panels.

Recent signals

Positive 10 Aug 2026

Artemis built stake from below 3% to about 9%

Sustained stake building by a large institution between Nov 2025 and Aug 2026. 10 Aug 2026 7 Nov 2025

Positive 6 Aug 2026

Board expects buyback in place of dividend, citing gap between intrinsic value and market price

Management signals view that shares are undervalued and redirects cash to buybacks, confirmed in August 2026. 6 Aug 2026 24 Mar 2026

Positive 21 Apr 2026

Multiple director and CEO purchases at falling prices, 2025-26

Shakespeare, Griffiths, Davis, Martin and Richards bought shares as price fell from about £3.46 to £1.56. 21 Apr 2026 24 Mar 2026 11 Feb 2026 16 Oct 2025 29 Aug 2025

Positive 24 Mar 2026

Strategic review of Shopper division including possible disposal

Board believes Shopper value is not reflected in valuation; options include disposal or combining data assets; preliminary stage. 24 Mar 2026

Negative 24 Mar 2026

Adjusted operating profit down 20% in H1 with FY26 guidance of £52-56m versus £60.7m

Profit falling on Shopper investment amid CEO, CFO and Chair turnover. 24 Mar 2026 14 Oct 2025

Capital actions
  • 2026-08-06 debt refinancing – Term loan and RCF maturity extended to April 2028; €20m instalment due October 2027 6 Aug 2026
  • 2024-08-06 acquisition · £4.5m – Acquired Yabble generative AI company for initial cash plus three-year earn-out 6 Aug 2024
  • 2024-01-09 acquisition · €315m – Completed acquisition of GfK Consumer Panel Services, 18 European countries 9 Jan 2024
  • 2023-10-02 debt refinancing · €280m – Term loan facility of €240m amortising term loan plus €40m RCF to fund GfK Consumer Panel acquisition 2 Oct 2023

From the company's own announcements · not investment advice

Company filings. Not investment advice.

Share this quote

Quote card
Post on X WhatsApp Download image

The link opens this announcement with the quote highlighted. Quotes are checked against the original text.

Add a note