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

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.)