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Defence Industry News 17 January 2026 - 4 February 2026

BAE Systems share price ticks up as Ukraine air-defence buy, $195m US Marines order and buyback hit tape

BAE Systems share price ticks up as Ukraine air-defence buy, $195m US Marines order and buyback hit tape

BAE Systems shares edged up 0.1% to 1,933.5 pence in London after new Ukraine and U.S. defense contracts. The company secured a $195 million U.S. Marine Corps order and will supply air defense systems to Ukraine via a Swedish-Danish deal. Over 1,200 BAE workers in northwest England began a strike Feb. 2 over pay. BAE repurchased 110,541 shares for cancellation on Feb. 3.
4 February 2026
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BAE Systems share price slips 2.5% as buyback update lands and defence funding headlines bite

BAE Systems share price slips 2.5% as buyback update lands and defence funding headlines bite

BAE Systems shares fell 2.5% to 1,924 pence by 09:22 GMT after the company announced a fresh share buyback, repurchasing 108,575 shares at an average 1,970.97 pence each. The drop came as European defence stocks weakened and investors awaited BAE’s Feb. 18 results and policy signals on defence spending.
2 February 2026
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BAE Systems share price flat near £20 after buyback update as Feb results loom

BAE Systems share price flat near £20 after buyback update as Feb results loom

BAE Systems repurchased 107,347 shares on Tuesday at a VWAP of 1,993.5 pence as part of its ongoing £1.5 billion buyback program. Shares held steady at 2,012 pence by 0852 GMT Wednesday. Investors are awaiting BAE’s full-year results on Feb. 18 for updates on cash returns and outlook. Trading volume Tuesday was 3.4 million shares, below the 50-day average.
28 January 2026
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BAE Systems share price ticks up on buyback update after Monday slide — what to watch next

BAE Systems share price ticks up on buyback update after Monday slide — what to watch next

BAE Systems shares edged up 0.3% to £19.80 early Tuesday after the company disclosed repurchasing 106,953 shares for cancellation. The move followed a 2.66% drop on Monday, leaving the stock about 9% below its January peak. Investors are watching for full-year results on Feb. 18 for updates on targets and cash flow.
27 January 2026
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BAE Systems share price ends week higher — what to watch before London reopens

BAE Systems share price ends week higher — what to watch before London reopens

BAE Systems shares rose 2.1% to 2,027 pence Friday after the company reported new buyback activity and corrected a shareholder disclosure. The firm acquired 105,143 shares for cancellation and clarified Silchester Investors no longer holds a notifiable stake. BAE also secured a $73.8 million U.S. contract for aircraft countermeasures. Full-year results are due February 18.
25 January 2026
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BAE Systems share price: fresh buyback filing hits tape before London open

BAE Systems share price: fresh buyback filing hits tape before London open

London, Jan 21, 2026, 07:48 GMT — Premarket BAE Systems revealed on Wednesday that it repurchased 103,099 shares on Tuesday as part of its ongoing buyback programme, with plans to cancel them. The defence giant paid between 2,047 pence and 2,079 pence per share, according to a regulatory filing. The volume-weighted average price came in at 2,065.30 pence. So far, the company has repurchased 15.22 million shares in this tranche, which kicked off last July. (TradingView) BAE stock is trying to regain ground after slipping in the previous session, just as the company announces a buyback update amid a busy
21 January 2026
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BAE Systems share price slips today as defence rally cools — what traders watch next

BAE Systems share price slips today as defence rally cools — what traders watch next

London, Jan 20, 2026, 08:07 GMT — Regular session BAE Systems (BAES.L) shares dipped 1.2% to about 2,060 pence on Tuesday, snapping a rally that had driven the defence giant to a 52-week peak. The stock fluctuated between 2,056 and 2,077 pence, after closing Monday at 2,086. (Investing.com) This shift is significant as BAE stands out in a crowded field pushing European defence stocks higher. The Financial Times notes the Stoxx Europe Aerospace and Defence index has surged almost 15% this month. Saab leads with a 32% gain, followed by Rheinmetall and BAE, both up roughly 22%. (Financial Times) Macro
20 January 2026
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BAE Systems share price rises after buyback update as defence stocks hold up

BAE Systems share price rises after buyback update as defence stocks hold up

London, Jan 19, 2026, 09:03 GMT — Regular session BAE Systems shares nudged up on Monday as the defence contractor announced a fresh round of share buybacks, providing steady support to its stock at the start of the week. Shares climbed roughly 1% to about 2,108 pence by 0900 GMT, based on Hargreaves Lansdown figures, following a stronger open and trading in a narrow band. (Hargreaves Lansdown) The shift was significant, hitting as European stocks fell amid fresh tariff threats tied to Greenland. The risk-off mood dragged the STOXX 600 down roughly 1.3%, with the FTSE 100 also slipping. BAE
19 January 2026
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DroneShield stock jumps on Defence panel entry as ASX shut; what to watch next week

DroneShield stock jumps on Defence panel entry as ASX shut; what to watch next week

Sydney, Jan 18, 2026, 17:45 AEDT — The market has closed. Shares of DroneShield Ltd (DRO.AX) jumped 7.84% to close at A$4.40 on Friday, continuing gains after the company revealed it was chosen for an Australian Department of Defence counter-drone supplier panel. (Investing.com) The choice is significant as it establishes an official gateway into Defence procurement just as militaries ramp up spending on drone detection and neutralization. Investors have already factored in the potential upside. Yet, the focus shifts to delivery: panels may open doors, but actual orders must still come through. Australia will allocate A$1.3 billion over the coming
18 January 2026
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Rolls-Royce (RR.L) share price closes higher on defence bid and buyback update — what to watch next week

Rolls-Royce (RR.L) share price closes higher on defence bid and buyback update — what to watch next week

London, Jan 17, 2026, 07:53 (GMT) — Market closed Rolls-Royce Holdings (RR.L) ended Friday (Jan. 16) trading 0.98% higher at 1,285.5 pence, with defence shares drawing renewed attention in London as the week wrapped up. (Investing.com) Rolls-Royce now offers a liquid play for investors looking to bet on two fronts: the risks tied to defence spending and the outlook for civil aerospace engine demand. The stock often reacts sharply to shifts in the news cycle. Rolls-Royce is also acting as a mechanical buyer in the market. The company is conducting a share buyback, repurchasing and canceling its own shares, which
17 January 2026
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DroneShield share price jumps on Defence LAND 156 panel news — what to know before Monday

DroneShield share price jumps on Defence LAND 156 panel news — what to know before Monday

Sydney, Jan 17, 2026, 17:50 AEDT — Market closed DroneShield Ltd (ASX:DRO) shares jumped 7.8% on Friday, closing at A$4.40. The counter-drone specialist revealed it had been chosen for Australia’s Defence Department Project LAND 156 Line of Effort 3 panel. This panel offers Defence a streamlined route to buy counter-drone services for roughly 150 bases and installations through selective tenders, the company noted. (Intelligent Investor) The timing is key as Canberra has marked counter-drone spending a high-priority, fast-moving area. Defence Industry Minister Pat Conroy revealed the government has allocated A$1.3 billion toward counter-drone capabilities across the next decade. That’s why
17 January 2026
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Stock Market Today

Northern Star Resources share price dips into weekend as $50m Central Tanami deal closes

Northern Star Resources share price dips into weekend as $50m Central Tanami deal closes

7 February 2026
Northern Star Resources fell 1.7% to A$26.77 Friday, extending losses as gold miners and the broader market declined. MGX Resources completed its A$50 million purchase of a 50% stake in the Central Tanami Gold Project from Northern Star. The All Ordinaries Gold index dropped 3.24%. CME Group raised COMEX gold futures margin requirements to 9% amid volatility.
PLS Group share price slips into weekend as Morgan Stanley and MUFG filings land

PLS Group share price slips into weekend as Morgan Stanley and MUFG filings land

7 February 2026
PLS Group shares closed at A$4.12 Friday, down 1.2% after a 3.7% drop Thursday. Morgan Stanley and Mitsubishi UFJ Financial Group disclosed increased voting power in the lithium miner, both citing changes dated Feb. 2. The moves came as lithium prices fell and Australian equities posted their sharpest drop in months. PLS reports interim results Feb. 19.
Commonwealth Bank share price near A$159 as CBA earnings, dividend week looms after ASX rout

Commonwealth Bank share price near A$159 as CBA earnings, dividend week looms after ASX rout

7 February 2026
Commonwealth Bank of Australia shares closed at A$158.91, down 0.23% Friday, as the S&P/ASX 200 fell 2.03% and nearly A$70 billion was wiped from the market. The bank reports half-year results and an interim dividend on Feb. 11, with shares going ex-dividend Feb. 18. CBA flagged a A$68 million provision linked to ASIC’s Better Banking review. The RBA raised rates to 3.85% on Feb. 3, with CBA passing on the increase from Feb. 13.
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