FTSE 100 shares round-up: Rolls-Royce, BP, Informa, Computacenter
Despite giving up the previous session’s gains, there are still some big risers in the UK’s blue-chip index. City writer Graeme Evans runs through the winners and losers.
27th October 2026 13:57
by Graeme Evans from interactive investor
A Rolls-Royce employee works on the first power gearbox delivered for the UltraFan technology. Credit: Rolls-Royce via Flickr.
The end of red October for Rolls-Royce Holdings (LSE:RR.) shares today eased the strain on the FTSE 100 index as the engines giant and resurgent miners offset the slide of heavily weighted HSBC Holdings (LSE:HSBA).
Rolls put on another 17p to 1,251.8p, having jumped 6% on Monday after Prime Minister Andy Burnham said the Autumn Budget would set out a path for UK defence spending to reach 3% of GDP.
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The two-day rally has cut this month’s deficit for Rolls shares to about 14%, which includes an 8% fall on Friday amid the read-across to a disappointing update by widebody peer Safran SA (EURONEXT:SAF).
Shares were a record 1,586p a few days after Rolls said in 30 July interim results that all its divisions performed ahead of expectations, leading to upgraded operating profit guidance for this year of between £4.7 billion and £4.9 billion. Its next update is due on 12 November.
Morgan Stanley, which recently disclosed a price target of 2,000p, expects continued strength in profit and cash generation.
The City bank added: “This reflects ongoing momentum in the delivery of management’s transformation strategy, despite engine flying hours tracking towards the lower end of the guidance range as well as ongoing supply chain challenges.”
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Rolls was joined on today’s FTSE 100 risers board by several mining stocks as a revival for the AI-fuelled copper price benefited Antofagasta (LSE:ANTO), Glencore (LSE:GLEN) and Anglo American (LSE:AAL).
Their gains, however, were insufficient to mask the underperformance of the FTSE 100 index after the 9% weighted HSBC and Reckitt Benckiser Group (LSE:RKT) suffered sharply negative sessions.
BP (LSE:BP.) and Shell (LSE:SHEL) also lost ground due to a slightly weaker oil price, with NatWest Group (LSE:NWG) and Diageo (LSE:DGE) among the other heavyweight blue-chip fallers.
Informa (LSE:INF) fared better after posting its third-quarter update, even though the live events group has been forced to reschedule two of its large shows in Saudi Arabia.
The disruption caused by the escalation of the Middle East conflict will mean that underlying revenues growth for the year will be closer to 3%, rather than the rate of 6% indicated by today’s in-line trading update.
The group, which expects to complete its acquisition of Clarion Events in the first two weeks of December, today rose 1.2p to 834.8p after an initial fall to 815p in early trading.
The FTSE 100-listed shares were 838p before the start of the Middle East war and 993p last November.
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Panmure Liberum, which retained its Buy rating and 1,200p target price, said following today’s update: “Prolonged uncertainty remains unhelpful for the stock, but Informa is already trading at a discount to peers that, in our view, more than prices that in.
“Informa is managing well through the disruption, front-footed in execution of its strategy, and growing strongly ex-disruption.”
Other risers included fast-growing FTSE 100 newcomer Computacenter (LSE:CCC), which built on last night’s 13% advance by adding another 40p to 5,230p.
The IT services firm yesterday upgraded annual profit guidance for the third time this year to no less than £425 million as it hailed an “excellent” trading performance in the third quarter.
Boosted by hyperscale and neocloud customers in North America and the UK, the company reported a record £12.6 billion order backlog compared with £9.3 billion at the end of June.
The shares trade on about 18.5 times Bank of America’s forecast earnings, which compares with the average of 13 times for the European IT names in its coverage.
However, the bank believes the premium is justified by Computacenter’s stronger growth profile, as well as growing exposure to AI infrastructure deployments and a proven track record of earnings delivery and cash conversion.
BofA unveiled a new price target of 7,299p, which compares with UBS at 7,000p and Berenberg’s 6,750p. The shares are up by more than 80% since March, although they had been 5,695p as recently as a fortnight ago.
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