London, February 24, 2026, 08:20 GMT — Regular session
- RELX slipped roughly 1.6% in early London action.
- Late Monday, the company revealed a new round of share buybacks.
- Investors are zeroed in on April 23, when the company’s next trading update and AGM are scheduled.
RELX dropped 1.6% to 2,215 pence early Tuesday, trading close to the lower end of the 2,210–2,248p band after finishing at 2,251p the previous session. (Google)
The British information group disclosed Monday it picked up 800,000 shares on the London Stock Exchange via UBS, paying anywhere from 2,248p up to 2,326p per share. The average price, weighted by volume, landed at 2,272.614p. According to the filing, the shares will go into the company’s treasury—kept on the books, not cancelled. (Investegate)
Buybacks aren’t meant to steal the spotlight, but that’s what’s happening. Lately, investors have zeroed in on daily repurchase lines, using them as a crude gauge of management’s view on the stock’s lower bound — and whether that level actually sticks.
Risk sentiment has wobbled, as fresh trade concerns resurfaced following U.S. President Donald Trump’s suggestion of a 15% temporary tariff on imports. That’s held UK stocks in check as the new week gets underway. (Reuters)
Following a steep derating amid concerns over AI’s impact on demand, RELX is shifting focus back to its products and what it sees as enduring pricing power. In its annual results earlier this month, RELX pointed to “embedded AI” as a growth engine for years ahead. Chief Financial Officer Nick Luff told Reuters the company’s “comprehensive data and content” sets it apart. (Reuters)
It’s not just RELX facing these concerns. Wolters Kluwer and Thomson Reuters, too, have found themselves caught up in the same questions: as generative AI starts weaving into the day-to-day work of professionals, which products end up as commodities, and which ones keep their edge? (Reuters)
The near-term setup remains tangled. Buybacks might help manage supply, sure, but they’re no guarantee—fresh buyers aren’t showing up if the next numbers miss, or if sentiment on AI shifts back to worry over disruption.
April 23 is the next key date: RELX will issue a trading update for the 2026 financial year and hold its annual general meeting. Shareholders are also watching May 7, the ex-dividend date for the final payout, with half-year results to follow on July 23. (relx.com)
