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Cevian boosts Pearson (NYSE: PSO) voting stake to 18.09% of shares

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
6-K

Rhea-AI Filing Summary

Pearson plc reports a change in a major shareholding under a TR-1 notification. Aurora Nominees Limited in London is listed as the registered shareholder.

The filing shows that Cevian Capital II Master Fund L.P., controlled by Cevian Capital II G.P. Limited, now holds 114,944,951 voting rights in Pearson, representing 18.090022% of voting rights, up from 17.321718% in the previous notification.

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Insights

Cevian’s disclosed stake in Pearson rises to just over 18%.

The notification shows Cevian Capital II Master Fund L.P., via Aurora Nominees Limited, holding 114,944,951 voting rights in Pearson plc. This represents 18.090022% of voting rights attached to shares, with no additional exposure through financial instruments.

The prior notification showed a 17.321718% interest, so Cevian’s stake has increased modestly. Actual implications depend on Cevian’s strategy and future actions, which are not described. Subsequent company disclosures may clarify any governance or strategic effects of this larger holding.

 
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
 
 
FORM 6-K
 
 
REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO RULE 13a-16 OR 15d-16 UNDER
THE SECURITIES EXCHANGE ACT OF 1934
 
 
For the month of February 2026
 
 
PEARSON plc
(Exact name of registrant as specified in its charter)
 
N/A
 
(Translation of registrant's name into English)
 
80 Strand
London, England WC2R 0RL
44-20-7010-2000
(Address of principal executive office)
 
 
Indicate by check mark whether the Registrant files or will file annual reports
under cover of Form 20-F or Form 40-F:
 
 
 
Form 20-F X                                                Form 40-F
 
 
 
Indicate by check mark whether the Registrant by furnishing the information
contained in this Form is also thereby furnishing the information to the
Commission pursuant to Rule 12g3-2(b) under the Securities Exchange Act of 1934
 
 
 
Yes                                              No X
 
 
 
 
TR-1: Standard form for notification of major holdings
 
 
1. Issuer Details
 
ISIN
GB0006776081
 
Issuer Name
PEARSON PLC
 
UK or Non-UK Issuer
UK
 
2. Reason for Notification
 
An acquisition or disposal of voting rights
 
3. Details of person subject to the notification obligation
 
Name
Cevian Capital II GP Limited
 
City of registered office (if applicable) 
`St Helier
 
Country of registered office (if applicable)
Jersey
 
4. Details of the shareholder
 
Name
 
City of registered office
 
Country of registered office
 
Aurora Nominees Limited
 
London
 
England
 
 
5. Date on which the threshold was crossed or reached
 
09-Feb-2026
 
6. Date on which Issuer notified
 
11-Feb-2026
 
7. Total positions of person(s) subject to the notification obligation
 
 
% of voting rights attached to shares (total of 8.A)
 
% of voting rights through financial instruments (total of 8.B 1 + 8.B 2)
 
Total of both in % (8.A + 8.B)
 
Total number of voting rights held in issuer
 
Resulting situation on the date on which threshold was crossed or reached
 
18.090022
 
0.000000
 
18.090022
 
114944951
 
Position of previous notification (if applicable)
 
17.321718
 
0.000000
 
17.321718
 
 
 
8. Notified details of the resulting situation on the date on which the threshold was crossed or reached
 
8A. Voting rights attached to shares
Class/Type of shares ISIN code(if possible)
 
Number of direct voting rights (DTR5.1)
 
Number of indirect voting rights (DTR5.2.1)
 
% of direct voting rights (DTR5.1)
 
% of indirect voting rights (DTR5.2.1)
 
GB0006776081
 
 
114944951
 
 
18.090022
 
Sub Total 8.A
 
114944951
 
18.090022%
 
 
8B1. Financial Instruments according to (DTR5.3.1R.(1) (a))
Type of financial instrument
 
Expiration date
 
Exercise/conversion period
 
Number of voting rights that may be acquired if the instrument is exercised/converted
 
% of voting rights
 
 
 
 
 
 
Sub Total 8.B1
 
 
 
 
 
8B2. Financial Instruments with similar economic effect according to (DTR5.3.1R.(1) (b))
Type of financial instrument
 
Expiration date
 
Exercise/conversion period
 
Physical or cash settlement
 
Number of voting rights
 
% of voting rights
 
 
 
 
 
 
 
Sub Total 8.B2
 
 
 
 
 
9. Information in relation to the person subject to the notification obligation
 
2. Full chain of controlled undertakings through which the voting rights and/or the financial instruments are effectively held starting with the ultimate controlling natural person or legal entities (please add additional rows as necessary)
 
Ultimate controlling person
 
Name of controlled undertaking
 
% of voting rights if it equals or is higher than the notifiable threshold
 
% of voting rights through financial instruments if it equals or is higher than the notifiable threshold
 
Total of both if it equals or is higher than the notifiable threshold
 
 
Cevian Capital II G.P. Limited
 
Cevian Capital II Master Fund L.P.
 
18.090022
 
 
18.090022%
 
 
 
10. In case of proxy voting
 
Name of the proxy holder
 
 
The number and % of voting rights held
 
 
The date until which the voting rights will be held
 
 
11. Additional Information
 
Cevian Capital II G.P. Limited acts as general partner for Cevian Capital II Master Fund L.P. The legal owner of the shares is Aurora Nominees Limited (acting as nominee) which holds the shares on behalf of UBS AG (acting as custodian).
 
12. Date of Completion
 
11-Feb-2026
 
13. Place Of Completion
 
Jersey
 
 
 
SIGNATURE
 
 
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
 
 
 
PEARSON plc
 
 
Date: 12 February 2026
 
 
By: /s/ NATALIE WHITE
 
 
 
------------------------------------
 
Natalie White
 
Deputy Company Secretary

FAQ

What does Pearson plc (PSO) disclose in this February 2026 6-K?

Pearson plc discloses a TR-1 notification of major holdings. The filing reports that a significant shareholder has increased its voting interest in the company, providing updated percentages and total voting rights now held in Pearson shares.

Which shareholder is named in Pearson plc (PSO)’s major holdings notification?

The filing lists Aurora Nominees Limited of London, England as the shareholder. It also identifies Cevian Capital II Master Fund L.P., controlled by Cevian Capital II G.P. Limited, as the entity effectively holding the voting rights reported in the TR-1 notification.

What percentage of Pearson plc (PSO) voting rights does Cevian now hold?

Cevian Capital II Master Fund L.P. is reported as holding 114,944,951 voting rights in Pearson plc, representing 18.090022% of voting rights attached to shares. This updated percentage reflects the situation when the relevant ownership threshold was crossed or reached.

How did Cevian’s holding in Pearson plc (PSO) change compared with the previous notification?

The previous notification showed a 17.321718% interest in Pearson plc. The new TR-1 filing reports that Cevian Capital II Master Fund L.P. now holds 18.090022% of voting rights, indicating a modest increase in its ownership stake in the company.

Are any financial instruments reported in Pearson plc (PSO)’s TR-1 notification?

The TR-1 notification shows all reported exposure through voting rights attached to shares. The sections for financial instruments (8.B1 and 8.B2) list no positions, so the total reported percentage comes solely from directly held voting rights in Pearson shares.

Who signed the February 2026 6-K for Pearson plc (PSO)?

The 6-K is signed on behalf of Pearson plc by Natalie White, Deputy Company Secretary. The signature block confirms that the registrant caused the report to be signed by a duly authorized officer of the company on the stated completion date.
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