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Added to YB: 2026-10-07

Pitch date: 2026-10-01

PSON.L [neutral]

Pearson plc

+10%

current return

Author Info

No bio for this author

Company Info

Pearson plc provides educational courseware, assessments, and services in the United Kingdom, the United States, Canada, the Asia Pacific, other European countries, and internationally.

Market Cap

GBP 7.4B

Pitch Price

GBP 12.30

Price Target

N/A

Dividend

2.05%

EV/EBITDA

13.77

P/E

24.55

EV/Sales

2.43

Sector

Diversified Consumer Services

Category

special_situation

Show full summary:
This Week in Special Situations: Pearson

PSON.L (update): Cevian’s 19% stake and Artisan’s ~12% put roughly 31% of Pearson in two hands, while Cevian partner Alex Svensson joins the board and governance committee. Without board consent, Cevian cannot requisition a meeting, initiate a merger or asset sale, or publicly push a listing change; the standstill ends upon a firm third-party offer. Pearson repurchased ~£350M at an average 998p, 17% below 1,208p; adjusted EPS rose 18%, and shares trade at ~18x trailing adjusted EPS.

Read full article (1 min)