Business Context and Reporting Period
This Form 6-K filing by Pearson plc covers the month of February 2026. The document serves as a notification of a major change in shareholding rather than a financial performance report. The filing was signed on February 9, 2026, by Natalie White, Deputy Company Secretary.
Key Financial Metrics
The filing text does not provide a clear value for revenue, profit, cash flow, margins, debt, or liquidity. This document is a regulatory disclosure regarding voting rights and does not contain financial statements.
Material Changes
The primary material change reported is an increase in the voting stake held by Cevian Capital II GP Limited (acting for Cevian Capital II Master Fund L.P.).
- Previous Position: 16.185981% of voting rights.
- Current Position: 17.321718% of voting rights.
- Total Voting Rights Held: 110,063,107 shares.
- Date Threshold Crossed: February 4, 2026.
- Notification Date: February 6, 2026.
The shares are held directly (100% of the position) with no voting rights held through financial instruments. The legal owner of the shares is Aurora Nominees Limited, acting as a nominee for UBS AG (custodian).
Guidance, Outlook, and Risks
The filing text does not provide a clear value for management guidance, future outlook, specific risks, contingencies, or unusual items. The document is strictly a notification of a change in major holdings under UK Disclosure Guidance and Transparency Rules (DTR).
Investor Verification Checklist
- Verify the total number of voting rights held by Cevian Capital (110,063,107) against the company's total issued share capital to confirm the 17.32% stake.
- Confirm the chain of control: Cevian Capital II G.P. Limited acts as the general partner for Cevian Capital II Master Fund L.P.
- Review the company's latest Form 20-F for financial performance data, as this Form 6-K contains no financial metrics.
- Monitor for further filings if the stake increases beyond 20% or decreases below 15%, as these are standard regulatory thresholds.