London, Feb 8, 2026, 0801 GMT — The market isn’t open.
- RELX slipped 4.6% to 2,145p on Friday, trailing the wider UK market.
- UBS handled another share buyback for the company, disclosed Feb. 6.
- Attention shifts to RELX’s full-year 2025 results, due Feb. 12, and any update on how AI is shaping its outlook.
RELX dropped 4.62% on Friday, finishing at 2,145 pence. That puts the business-information group just above its 52-week low after a turbulent stretch for data and legal stocks. Shares are now down steeply from the year’s 4,205p peak, with roughly 10.1 million changing hands, according to Hargreaves Lansdown.
The recent slide is catching attention: investors have been revaluing “defensive” information services like RELX as generative AI starts to show up in legal and research tasks—central to RELX’s profits. RELX shares kept falling Friday, even with the FTSE 100 finishing the day higher and the Bank of England sounding more dovish on rates. That’s four straight weeks of losses for the company. Reuters
Eyes turn to Thursday, with RELX set to post its full-year figures for the period ending Dec. 31, 2025. The investor calendar marks Feb. 12 as the date for the next official results release.
RELX stuck with its buyback plan, scooping up another 465,361 shares on Feb. 6 via UBS AG’s London branch. Prices: 2,132p up to 2,203p. Those shares are headed for treasury. Since Jan. 2, the company said, it’s picked up a total of 8,838,231 shares.
Selling picked up as investors leaned into the “AI disruption” theme, hammering software and services shares worldwide earlier in the week. The move followed Anthropic’s rollout of new automation tools targeting legal and business tasks. “The seemingly wide moats of these companies feel a lot more narrow today,” said James St. Aubin, chief investment officer at Ocean Park Asset Management, in comments to Reuters. “Perhaps this is an overreaction, but the threat is real.” Reuters
Some investors aren’t seeing doom for incumbents with locked-down content and customer deals. UBS analysts, quoted by Reuters Breakingviews, figure that 88% of RELX’s revenue is exposed to “very little” disruption from large language models. LexisNexis, which sits inside the RELX stable, contributed 12% of operating profit in the company’s latest full year, the analysts noted. Reuters
RELX shares slipped to $29.38 in New York trading, off roughly 2.4% from their previous close, market data show.
Still, the bear case is pretty clear—should clients reallocate budgets more quickly than forecast, or if RELX finds itself shelling out extra to protect its products and pricing power, valuation multiples could keep sliding. Investors aren’t sticking around for vague “wait and see” positions on AI, as the latest share price move makes clear.
Trading picks up again on Monday, and investors are likely to watch for new broker commentary on the stock, plus any hint that the AI sell-off hitting sector peers is starting to settle down. Next up: RELX posts its full-year numbers on Feb. 12, giving guidance and the management’s take on how AI is reshaping demand and margins.
