CLVT · NYSE · Information Technology Services

Clarivate

Provides data, analytics, workflow tools, and expert services for research and intellectual-property customers.

$2.02
After-hours close−0.00 (−0.25%)
At close$2.03(−0.25%)
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Profile

Clarivate PlcCLVTInformation Technology

Sells data, analytics, workflow solutions, and expert services to academia, government, and intellectual-property customers. Its portfolio was built through a carve-out and acquisitions, while the agreed sale of Life Sciences & Healthcare would concentrate it on the other two markets.

Data, analytics, workflow solutions, and expert services support Academia & Government, Intellectual Property, and Life Sciences & Healthcare. The portfolio includes inherited brands such as Web of Science, Cortellis, Derwent, CompuMark, MarkMonitor, and Techstreet, while ProQuest broadened the academic software, content, data, and analytics offering.

Created from Thomson Reuters’ Intellectual Property & Science business, the business expanded through acquisitions including Decision Resources Group, CPA Global, and ProQuest. Its public-market route was a merger with Churchill Capital Corp rather than a conventional operating-company IPO. A July 2026 agreement to sell Life Sciences & Healthcare is intended to focus operations on Academia & Government and Intellectual Property, subject to closing conditions.

Company facts

CEOMatti Shem Tov
ListedMay 13, 2019
ExchangeNYSE
HeadquartersLondon, United Kingdom
CountryUnited Kingdom
Employees12,000
CIK0001764046
ISINJE00BJJN4441

Key statistics

Market cap$1.29B
EPS (ttm)−$0.5203
P/E (ttm)−3.88
ROE-7.0%
P/B0.2846
P/S0.5355
Dividend yield
Beta0.97vs XLK −1.08

Year to date −37.5% · Average volume (30d) 5.1M

Analysts

Price target, next 12 months$2.00−1.0%Median of 21 analysts · vs the Aug 28 close
ConsensusHold6 of 21 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRatingPrior targetTarget
Jul 30, 2026BarclaysReiterateUnderweight$2.50$2
Jul 7, 2026BarclaysReiterateUnderweight$2.50
Jan 8, 2026Goldman SachsDowngradeBuyNeutral$4.20$3.60
Dec 17, 2025Morgan StanleyDowngradeEqual WeightUnderweight$12$3
Oct 30, 2025Goldman SachsTarget$20$4.20

Earnings

EPS

Estimate$0.19
ReportedDue Nov 4, 2026

Revenue

Estimate$566.8M
ReportedDue Nov 4, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Jul 29, 2026Q2 FY26$0.18$0.19+4.6%$589.7M$587.3M−0.4%−10.42%
Apr 29, 2026Q1 FY26$0.14$0.18+28.6%$569.5M$585.5M+2.8%+0.35%
Feb 24, 2026Q4 FY25$0.16$0.20+25.0%$604.8M$617.0M+2.0%−2.13%
Oct 29, 2025Q3 FY25$0.16$0.18+12.5%$604.8M$623.1M+3.0%−7.16%
View details

Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$593.7M$621.4M$623.1M$617.0M$585.5M$587.3M
Gross profit$386.7M$417.8M$404.9M$412.2M$393.4M$401.8M
Operating income−$20.8M$6.9M$44.0M$41.4M$30.2M−$200.2M
Net income−$103.9M−$72.0M−$28.3M$3.1M−$40.2M−$268.6M
Diluted EPS−$0.15−$0.11−$0.04$0.00−$0.06−$0.42
Gross margin65.1%67.2%65.0%66.8%67.2%68.4%
Operating margin-3.5%1.1%7.1%6.7%5.2%-34.1%

Fiscal years (4-quarter sums)FY21 $1.88B · FY22 $2.66B · FY23 $2.63B · FY24 $2.56B · FY25 $2.46B

Revenue by product · Q2 FY26

Recurring Revenues$512.6M · 50%
Subscription Revenues$403.3M · 39%
Re-Occurring Revenues$109.3M · 11%

Revenue by geography · FY25

North America$1.30B · 53%
EMEA$654.8M · 27%
Asia Pacific$497.4M · 20%

Balance sheet, Jun 30, 2026Cash & short-term investments $217.7M · Total debt $4.26B · Total assets $10.49B · Shareholders' equity $4.54B

Dividends

No dividends on record.

Ownership

Institutions 92.19%589.72M sharesInsiders 3.93%25.11M sharesOther 3.88%24.83M shares

Shares outstanding 639.66M · Float 334.75M · 52.3% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
Leonard Green & Partners, L.P.116.67M18.24%13FAug 14, 2026
Exor N.V.67.29M10.52%13FAug 3, 2026
Clarkston Capital Partners, LLC45.73M7.15%13FAug 11, 2026
Seth A. Klarman38.93M5.38%13GNov 13, 2024
BlackRock, Inc.31.15M4.87%13FAug 7, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 7, 2026Kenneth L. Cornickdirector+250,000$1.85
Aug 6, 2026Kenneth L. Cornickdirector+650,000$1.86
Aug 3, 2026Andrew Miles Snyderdirector−2,489,618$1.94
Dec 1, 2025Bar Veinsteinofficer: President, A&G−309,902$3.74
Nov 10, 2025Kenneth L. Cornickdirector+100,000$3.45
View details

Peers

  • RELX (ADR)

    Scientific research analytics and patent-search overlap

  • Wiley Class A

    Research publishing and digital research solutions overlap

CompareAfter-hours close

CompanyPriceChange
Clarivate$2.02−0.25%$1.29B2.80.5−5.5%
RELX (ADR)$36.540.00%$63.79B21.34.8+0.4%
Wiley Class A$53.71+0.03%$2.82B12.911.21.7+1.2%
Median17.111.23.2+0.8%