London, February 4, 2026, 08:07 GMT — Regular session
- Shares of London Stock Exchange Group slipped 1.3% in early trading, following a steep 12.7% plunge on Tuesday.
- Concerns are mounting that new AI tools might undermine data and analytics franchises, fueling the selloff.
- A fresh buyback filing has arrived as investors gear up for the Bank of England decision on Feb. 5 and LSEG’s earnings due later this month.
Shares in London Stock Exchange Group slid further on Wednesday, dropping 1.3% to 7,086 pence by 08:07 GMT. The stock hit 7,072 pence earlier, brushing close to a 52-week low.
The follow-through is crucial since LSEG occupies a central role in a business built on recurring fees from information and workflows. If that narrative falters, the stock can react sharply.
Investors are keeping an eye on potential spillover into the wider “information services” sector, where lofty multiples frequently hinge on the belief that subscription revenue remains stable.
The latest shock hit after AI firm Anthropic rolled out plug-ins for its Claude Cowork agent, automating tasks in legal, sales, marketing, and data analysis. This sparked fresh chatter about sector disruption. “Sometimes the market just shoots first and asks questions later,” said Mike Archibald, portfolio manager at AGF Investments. Schroders analyst Jonathan McMullan noted investors are now repricing the space as a long-standing “visibility premium” starts to vanish. Reuters
LSEG was one of the London stocks hit in Tuesday’s broad sell-off, as the FTSE 100 dropped 0.26% and the UK tech index saw a steep decline, Reuters reported. Traders showed caution ahead of the Bank of England’s policy decision, with the benchmark interest rate widely expected to hold at 3.75%.
The company revealed another batch of buybacks. On Feb. 3, LSEG repurchased 253,226 shares at an average of 7,685.36 pence each and plans to cancel them. This move is part of a programme first announced on Nov. 4.
Rates are crucial in this context. The Bank of England currently sets the Bank Rate at 3.75%, with its upcoming decision scheduled for Feb. 5.
Tuesday saw heavy trading with volume reaching around 3.2 million shares, well above the 50-day average of about 1.4 million. The stock closed over 40% lower than its 52-week peak, according to MarketWatch data.
Investors hoping for a swift rebound face a new challenge: the discussion has moved beyond just one product cycle. If clients begin comparing AI tools directly with paid terminals and databases, sentiment might remain sour—even if near-term earnings don’t take a clear hit.
The next key dates are approaching fast. The Bank of England’s decision on Feb. 5 will be the first major test for the macro outlook. Then, on Feb. 26, LSEG will release its preliminary results for the year ending Dec. 31, 2025. Investors will be watching closely for any clues about changes in renewals, pricing, or guidance as AI continues to reshape the landscape.
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