London Stock Exchange Group (LSEG) Share Price: This Week’s Move, Key News, and the Week-Ahead Outlook (Updated 14 Dec 2025)

London Stock Exchange Group (LSEG) shares closed at 8,464p on Friday. Here’s what drove the week, the latest company news, analyst forecasts, and what to watch next week.

Updated: Sunday, 14 December 2025 (UK markets closed; latest pricing reflects Friday 12 December close).

London Stock Exchange Group plc (LSE:LSEG) ended last week at 8,464p (£84.64) after a choppy five sessions that ultimately left the stock lower on the week, but off the lows. ^[1]

With the Bank of England’s next rate decision due on 18 December, year-end index rebalancing approaching, and LSEG continuing to execute a major share buyback, the setup for the week ahead is a blend of macro gravity and company-specific support. ^[2]

Below is a detailed review of what happened to LSEG shares this week, the most important news from the past several days, what analysts are forecasting, and the key catalysts to watch in the week commencing 15 December 2025.

LSEG share price this week: where the stock finished, and how it got there

Friday close (12 Dec 2025):8,464p, up 0.81% on the day. ^[3]
Week-on-week: down roughly 2.17% versus the prior Friday close (8,652p on 5 Dec). ^[4]
This week’s range: approximately 8,286p to 8,658p (about a 4.5% high–low span). ^[5]

A simple way to describe the tape: weak start, sharper midweek dip, modest bounce into Friday.

Mon (8 Dec): close 8,500p (down 1.76%) ^[6]
Tue (9 Dec): close 8,466p ^[7]
Wed (10 Dec): close 8,366p (down 1.18%) ^[8]
Thu (11 Dec): close 8,396p ^[9]
Fri (12 Dec): close 8,464p ^[10]

Trading activity (Fri, per LSE data): volume about 1.32m shares and turnover about £69.6m. ^[11]

Context: LSEG is still well below its 2025 highs

Several market data write-ups noted LSEG remains roughly 30%+ below its 52-week high of £121.85 (reached earlier in 2025). ^[12]
Other market summaries similarly show 2025 has been a difficult year for the share price versus its peak levels. ^[13]

That gap is one reason “valuation re-rating” and “catch-up trade” language keeps appearing in analyst commentary around exchange and market-infrastructure names—especially when buybacks and AI/product narratives are in play.

The most important LSEG news from the last several days

1) LSEG continued its share buyback (latest RNS updates)

The most concrete near-term corporate flow is the buyback: LSEG has been purchasing shares in the market and cancelling them (reducing share count and, in theory, increasing per-share value over time).

Latest disclosed purchase (announced 12 Dec 2025):

Date of purchase: 11 Dec 2025
Shares bought:274,419
Price range:8,286p to 8,462p
Average price:8,366.59p
Intent: cancellation of repurchased shares ^[14]

A prior update earlier in the week showed similarly sized buying:

Announced 10 Dec 2025 (purchase on 9 Dec 2025):

Shares bought:286,300
Price range:8,456p to 8,592p
Average price:8,521.95p
Intent: cancellation ^[15]

Why this matters for the stock (this week and next):

Buybacks can provide steady incremental demand in the market.
They can also influence sentiment because they signal management’s willingness to deploy capital into the equity at current prices.

LSEG previously announced a £1 billion buyback expected to run until late February 2026. ^[16]

2) LSEG’s OpenAI collaboration moved from “announcement” to “go-live window”

While the partnership announcement itself was earlier in the month, it became a practical talking point for investors because the company flagged that the connector would be expected to go live from the week of 8 December 2025.

LSEG’s statement describes:

An MCP (Model Context Protocol) connector enabling ChatGPT users with LSEG licensed credentials to access and analyse LSEG market data and news inside ChatGPT, starting in phases (beginning with LSEG Financial Analytics). ^[17]
An initial rollout where 4,000 LSEG employees gain access to ChatGPT Enterprise for internal productivity use-cases. ^[18]

Reuters also framed the move as part of LSEG’s broader push to make its licensed data usable in modern AI workflows. ^[19]
(Bloomberg separately reported LSEG’s deal to provide data through ChatGPT.) ^[20]

Why this matters for LSEG stock:
This is less about immediate revenue “next quarter” and more about the market’s longer-running debate: will generative AI disintermediate data terminals—or become a distribution channel that strengthens the value of licensed datasets? LSEG is loudly betting on the latter.

3) Board / governance updates (directorate changes)

LSEG disclosed board succession planning in early December, including confirmation that:

Dominic Blakemore intends to step down following the AGM in April 2026 (and a plan for Lloyd Pitchford to succeed him as Chair of the Audit Committee after the AGM). ^[21]
Martin Brand also plans to step down following the AGM in April 2026. ^[22]

These are not usually “price moving” on their own, but they can matter for institutional holders who track governance and audit oversight closely—especially while LSEG continues to integrate complex businesses and invest heavily in technology.

4) LSEG Finance plc name change (group admin / funding structure tidying)

A smaller but current disclosure: LSEG Finance plc (previously LSEGA Financing plc) announced a legal entity name change effective 12 December 2025, with identifiers like ISIN/SEDOL unchanged. ^[23]

For most equity investors this is housekeeping—not a thesis-changer—but it’s part of the “current news” picture.

Analyst forecasts and price targets: what the Street expects for LSEG

Consensus ratings and target price

LSEG’s own Investor Relations consensus snapshot (dated 12 November 2025) shows:

Ratings: 17 Buy, 1 Hold, 0 Sell
Consensus target price:12,244p ^[24]

At a Friday close near 8,464p, that target implies roughly mid‑40% upside—though targets are not promises, and they can shift fast if macro assumptions change.

Third-party aggregators broadly align with that optimistic skew. For example, Investing.com displays:

Average target:12,336p
High:13,790p
Low:11,000p
Summary view indicating a strongly positive overall analyst stance ^[25]

TradingView similarly shows a forecast range that reaches into the 13,790p area (with a lower bound shown around 10,800p on its summary). ^[26]

MarketBeat also publishes a bullish consensus framing, including an implied upside figure on its forecast page. ^[27]

What analysts are modelling for fundamentals (2025–2027)

LSEG’s published analyst consensus provides unusually granular segment and financial-line modelling. Highlights include:

Total income (ex-recoveries): about £8.97bn (2025) rising to £9.55bn (2026) and £10.22bn (2027). ^[28]
Adjusted EBITDA: about £4.52bn (2025) rising to £4.89bn (2026) and £5.27bn (2027). ^[29]
Adjusted basic EPS:415.8p (2025), 462.8p (2026), 517.2p (2027). ^[30]
Dividend per share (consensus):144.2p (2025), 160.4p (2026), 179.1p (2027). ^[31]
Weighted average shares: declining from 522.0m (2025) to 507.4m (2026) and 501.0m (2027)—consistent with the ongoing buyback logic. ^[32]

Takeaway: the bullish case is not just “a cheaper multiple.” It’s a combination of steady growth, high margins, and a shrinking share count—the holy trinity of per-share compounding, provided the business executes.

What actually drives LSEG as a business (and why macro still matters)

LSEG is not “just the London Stock Exchange.” It’s a broad financial markets infrastructure and data group spanning Data & Analytics, FTSE Russell indices, FX, and post-trade / clearing operations, among others. ^[33]

That business mix matters because:

Subscription-heavy revenues (data, indices) can be more resilient than pure trading-volume businesses in slow markets.
Post-trade and clearing can benefit from structural demand (risk management, margining, regulatory clearing mandates), but the economics can be sensitive to market conditions and competitive pressure.
The group’s AI strategy (partnerships, connectors, “AI-ready data”) is increasingly central to the narrative. ^[34]

Week ahead (15–19 Dec 2025): the catalysts most likely to move LSEG stock

1) Bank of England decision (Thu 18 Dec): rate-cut expectations are high

The Bank of England’s own page lists the next decision as 18 December 2025. ^[35]

A Reuters poll reported economists expect a 25bp cut to 3.75% on 18 December. ^[36]
UK macro headlines late last week (including weak GDP prints) reinforced the market’s focus on that meeting. ^[37]

Why LSEG investors should care:
Even though LSEG isn’t a bank, rate expectations drive:

broad equity discount rates (valuation multiples),
risk appetite and positioning into year-end,
and potentially trading/hedging activity (which can flow through exchange and post-trade volumes).

2) UK data releases and global “central bank week” effects

The coming week is packed with macro events beyond the UK, including flash PMI surveys and multiple central bank decisions (BoE, ECB, BoJ, etc.), according to S&P Global Market Intelligence’s week-ahead preview. ^[38]

For LSEG stock, that matters less as “one data print” and more as a volatility regime: big macro weeks can mechanically increase derivatives and hedging activity—sometimes supportive for market-infrastructure firms—while also increasing risk-off episodes if surprises hit.

3) FTSE Russell’s UK quarterly review implementation (Fri 19 Dec close)

FTSE Russell confirmed that the December 2025 FTSE UK Index Series review will be implemented at the close of business Friday 19 December, effective Monday 22 December. ^[39]

Why it can matter for LSEG:
Index rebalances can drive higher trading volumes and workflow intensity across the ecosystem (especially in the closing auction and related hedging). LSEG has economic exposure via its venues and broader market plumbing (even if the direct impact is hard to isolate day-to-day).

4) Ongoing buyback flow (quiet support unless volatility spikes)

With daily RNS updates confirming continued repurchases and cancellations, the buyback remains a potential “background bid.” ^[40]

However, buybacks don’t eliminate downside risk—if macro shocks hit, they typically dampen rather than reverse strong selling pressure.

A practical “bull case vs bear case” snapshot for LSEG (right now)

Bull case (why investors stay constructive)

Large buyback running into February 2026, reducing share count. ^[41]
AI distribution strategy (OpenAI connector, enterprise usage) positions LSEG data inside next-gen workflows rather than being displaced by them. ^[42]
Consensus forecasts imply expanding earnings and dividends through 2027. ^[43]
The stock remains well below prior highs, leaving room for a sentiment and valuation recovery if execution and macro cooperate. ^[44]

Bear case (what can still go wrong)

Macro remains the big boss: if growth scares deepen or rate paths reprice sharply, the whole tape can drag—even “quality compounders.”
AI is a double-edged sword: integration is promising, but investors will want to see commercial traction, not just partnerships and demos. ^[45]
Market-infrastructure names can face periodic political/regulatory scrutiny (market structure, fees, competition), which can cap multiples at times.

Bottom line: LSEG enters the new week with macro risk on top—and buybacks underneath

Into the week commencing 15 December 2025, LSEG shares have three dominant forces in play:

Macro gravity (BoE decision + heavy global central bank/data calendar) ^[46]
Company support (ongoing buyback, with recent purchases disclosed at prices close to the current market) ^[47]
Narrative optionality (AI distribution through ChatGPT + broader “LSEG Everywhere” strategy) ^[48]

For investors, the next week is less about a single LSEG-specific catalyst and more about whether macro volatility creates opportunity—or further pressure—around a stock that analysts still, overwhelmingly, view as undervalued versus their published targets. ^[49]