London, Jan 26, 2026, 08:27 GMT — Regular session
Shares in RELX PLC slipped 0.03% to 2,920 pence early Monday in London, lingering just above their 52-week low of 2,898 pence set on Jan. 23. The FTSE 100-listed information and analytics firm remains around 31% below its peak of 4,205 pence over the past year, with prices fluctuating between 2,907 and 2,923 pence during the session. (London South East)
The modest shift hides a larger issue: will investors still value subscription-heavy information firms amid changing interest-rate expectations and the generative AI discussion? With RELX’s full-year update looming, traders are already adjusting positions, despite no new company announcements on Monday.
RELX’s market focus zeroes in quickly on pricing power, renewal rates, and cash return speed. Generative AI—tools that generate text and summaries—has emerged as the wildcard. It might boost the stickiness of RELX’s offerings or shift the way customers use paid research.
The broader market showed little movement. The FTSE 100 dipped 0.07% in early trade, with individual stock news driving most of the action. (Investing.com UK)
RELX provides data, analytics, and decision tools to professional and business clients across sectors like risk, scientific and medical info, legal services, and exhibitions. This diverse portfolio typically buffers it from economic cycles more than ad-dependent or discretionary firms, though it’s not completely shielded from valuation shifts. (Reuters)
The company has been actively repurchasing its own stock. According to a regulatory filing on Jan. 23, RELX acquired 325,221 shares at a volume-weighted average price (VWAP) of 2,913.3865 pence. This brings the total buybacks since Jan. 2 to 4,981,756 shares. (Investegate)
Brokers have increasingly viewed AI as a potential boost rather than a risk. On Jan. 23, Kepler Cheuvreux analyst Conor O’Shea noted that RELX seemed “more a beneficiary of GenAI than vulnerable, despite the recent de-rating” — with that de-rating indicating investors are valuing each unit of expected profit lower. (Investing)
On the same day, Kepler upgraded its organic revenue growth forecasts for RELX, raising them to 6.1% in 2026 and 6.2% in 2027. The firm pointed to reduced U.S. federal funding risks in the Scientific, Technical & Medical division as a key factor. (Investing)
Macro factors are another key driver in the short term. The U.S. Federal Reserve is set to meet on Jan. 27-28, with its decision announced on Jan. 28. Rate-sensitive sectors throughout Europe usually react sharply to the Fed’s tone in that statement. (Federal Reserve)
UK rates are also in focus. The Bank of England will release its February policy decision and minutes on Feb. 5—an event that typically influences defensives and other high cash-flow stocks in London. (Bank of England)
The downside scenario is straightforward. Should RELX’s guidance point to weaker demand, or if clients manage to get by with more affordable AI options, investors might push the valuation down — even if near-term earnings don’t take a big hit.
RELX is set to release its full-year results for the period ending Dec. 31 on Feb. 12. Investors will be focused on growth figures, margin trends, and how quickly the company is executing its buyback program. (Relx)
