Broker tips: DCC, Mitie, Pearson

Pearson plans to acquire AI skills platform Workera by H2 2026. The deal aims to address AI upskilling gaps, with 60% of workers lacking time for training. Workera's tech assesses workforce capabilities, while Pearson seeks to enhance enterprise learning. The acquisition is expected to close in mid-2026, integrating Workera into Pearson's business unit.

Pearson plc (PSO, PSON.L) announced plans to acquire AI platform Workera, focused on enterprise assessment and skills verification. The deal, expected to close in late 2026, will integrate Workera into Pearson's Enterprise Learning & Skills division. Workera's CEO will join Pearson's leadership team. Pearson shares were up 0.21% on the LSE and down 1.18% on the NYSE.

Pearson (PSON.L) has agreed to acquire Workera, an AI-native skills intelligence platform. Workera's technology helps enterprises assess and develop workforce skills, including AI fluency. The acquisition is expected to close in H2 2026. Workera serves clients like ServiceNow, Accenture, and the U.S. Space Force.

Pearson Plc. acquired Baltimore-based ITS, a provider of assessment technology, to enhance its global assessment capabilities. The deal expands Pearson's professional assessment offerings, including remote testing and proctoring services. Financial terms were not disclosed. Pearson shares were up 0.06% in pre-market trading at $16.01.

Citi downgraded Pearson to a neutral rating but raised its price target. The company's stock has seen a 5-day change of -2.20% and a year-to-date change of +14.19%. The downgrade is based on a weighted average of various ratings, including valuation and EPS revisions.

Pearson (PSO) reported H1 2026 adjusted operating profit of £226m, up 14%, and adjusted EPS of 28.9p, up 19% at constant exchange rates. Adjusted operating margin rose to 15.5%. Free cash flow was £259m. Full-year guidance calls for adjusted operating profit of £640m to £685m and mid-single-digit revenue growth.