FY update, banking facility, CEO appointment

YouGov PLC

06 August 2026

 

6 August 2026

YouGov plc

("YouGov" or "the Group" or "the Company")

Full-year trading update, confirmation of banking facility extension and CEO appointment

YouGov, the international research and data analytics group, today issues an update for the full year ended 31 July 2026.

Current trading

The Company expects to deliver full-year performance in line with the previously issued guidance at our HY26 results.

Business update

During H2, YouGov has also successfully launched several new products and functionality such as:

·    Support for the Model Context Protocol (MCP) standard, allowing clients to connect its data directly into their AI-native workflows and agent environments; and

·    Launch of YouGov Parallax - a new product that combines digital twin simulation with real-world human verification to give clients full transparency when using AI-generated responses.

Extension of banking facilities

The Group is pleased to announce that it has extended its term loan and revolving credit facility (RCF). Under the terms of the extension, the final maturity date of the term loan and RCF has been extended to April 2028, and the full repayment originally due by September 2027 has been replaced with a €20 million instalment due in October 2027.  The extension provides the Company with flexibility as it conducts the strategic review of the Shopper business while continuing to invest in our products, panel and platform.

The margin and financial covenants on the facility remain unchanged, reflecting our strong credit profile. The facility extension has been signed with the Group's existing core relationship banks, reflecting the continued support from our longstanding banking relationships.

Confirmation of share buy back

At the time of the interim results, the Board believed that there was a dislocation between the Group's intrinsic value and the market value. The Board continues to believe that this is the case. The terms of the banking facilities have therefore been amended to permit a share buyback programme. 

Provided that the dislocation persists, the Group intends to commence a discretionary share buyback programme once we exit the closed period immediately following our FY26 results announcement in October. This will be in lieu of our FY26 annual dividend and full details will be provided at the time of our full year results.

Leadership Changes

Separately, the Board is pleased to announce the future appointment of Wayne Levings as the new Chief Executive Officer. Wayne will join the Company on 1 November 2026 as Chief Executive Officer Elect and will assume the role of Chief Executive Officer and join the Board of Directors by 1 February 2027. Upon this transition, Stephan Shakespeare will step down as CEO and remain on the Board as a Non-Executive Director. In recognition of the strategic importance of innovation to the Company's future growth, Stephan will also serve as Chair of a newly established Board committee focused on Innovation. Further details on the directorate changes are outlined in the accompanying announcement.

Enquiries

YouGov plc Stephan Shakespeare, CEO James Davies, CFO Hannah Jethwani, Head of Corporate Strategy and Investor Relations	020 7012 6000
FTI Consulting Charles Palmer / Dwight Burden / Valerija Cymbal / Jemima Gurney	020 3727 1000
J.P. Morgan Cazenove (NOMAD and Joint Broker) Bill Hutchings / James Summer	020 7742 4000
Berenberg (Joint Broker) Mark Whitmore / Marie Moy	020 3207 7800
Morgan Stanley & Co. International plc (Joint Broker) Andrew Foster / Josh Williams	020 7425 8000

About YouGov

YouGov is a global research data and analytics group.

Our mission is to offer unparalleled insight into what the world really thinks and does. With operations in the US, the Americas, Europe, the Middle East, India and Asia Pacific, we have one of the world's largest research networks.

Above all, YouGov is powered by reality. That stems from a unique panel of millions of registered members across 64 markets, encapsulating some 18 million shopping trips and millions of interconnected data points.

Our unique approach to recruiting and engaging with our panel, combined with our state-of-the-art technology platforms, enables us to deliver real-world, real-time insights that lead to better decision-making and a competitive advantage for our clients.

As innovators and pioneers of online market research, we have a strong reputation as a trusted source of accurate data and insights. Testament to this, YouGov data is regularly referenced by the global press, and we are consistently one of the most quoted market research sources in the world.

YouGov /Research Reality

For further information, visit business.yougov.com

 

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