Informa (INF) — Dividend Yield: 2.62%

Informa (LON: INF) is a leading international events, digital services, and academic knowledge group, listed on the FTSE 100 with a market capitalisation of approximately £10.1 billion. The company is one of the world's largest business-to-business events organisers, operating major trade shows and conferences across technology, life sciences, financial services, and numerous other sectors. Informa also provides specialist data, intelligence, and academic publishing services through its Taylor & Francis division.

Informa's dividend yield of approximately 2.62% reflects the company's recovery and growth following the pandemic-related disruption to its live events business. The company has restored and grown its dividend, supported by the strong rebound in events revenues and the continued growth of its digital and academic publishing divisions. Informa's diversified revenue mix combines cyclical events income with more stable subscription-based services.

For investors seeking media and events exposure within the FTSE 100, Informa offers a unique business model that combines the irreplaceable value of face-to-face business interactions with growing digital and data revenue streams. Major trade shows create powerful network effects, as industry participants must attend to meet customers, showcase products, and gather market intelligence. This makes Informa's leading events extremely difficult for competitors to replicate.

Informa's strategic focus on expanding its digital capabilities, including virtual event platforms, content marketing services, and specialist data products, is creating new revenue opportunities and enhancing the value of its live events. The Taylor & Francis academic publishing division provides stable, recurring revenues from research journals and academic content, benefiting from structural growth in global research output. Informa's recent acquisition activity has focused on strengthening its positions in the most attractive vertical markets. With its market-leading events portfolio, growing digital services, and academic publishing stability, Informa offers a distinctive and attractive investment within the FTSE 100.