RELX PLC (LSE:REL) is beginning to prove its doubters wrong by showing that artificial intelligence could accelerate growth rather than disrupt its business, although analysts believe further evidence is needed before the shares secure a substantial re-rating. Following first-half results from the FTSE 100 giant, Deutsche Bank retained its 'buy' recommendation and lifted its target to 3,100p from 3,050p, while UBS reiterated its 'buy' rating and 3,600p price target, implying almost 47% upside from the latest close of 2,451p.
RELX PLC (RELX) Q2 2026 Earnings Call Transcript
RELX (RELX) is now rated a 'BUY' at $33.8/share, reflecting attractive risk/reward after a significant valuation correction. Concerns over AI-driven commoditization are overstated; RELX's proprietary, curated data offers irreplaceable value versus open-source AI models. RELX delivers stable growth, a well-covered 2%+ dividend, and strong business quality, meeting 4 out of 5 key investment criteria.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 6,861 | $217,288 | $243,016.62 | $25,728.62 | 11.84% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 42 | $2,117 | $1,487.64 | -$629.36 | -29.73% |
Curtis Ellergodt Rothschild Investment LLC | 1,413 | $61,937.7 | $50,514.75 | -$11,422.95 | -18.44% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 14,978 | $474,346 | $532,018.56 | $57,672.56 | 12.16% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 64,134 | $1.38M | $2.27M | $888,089.38 | 64.34% |
| Media Industry | Communication Services Sector | Erik Engstrom CEO | NYSE Exchange | 759530108 CUSIP |
| GB Country | 37,000 Employees | 7 Aug 2026 Last Dividend | 1 Jul 2015 Last Split | 7 Oct 1994 IPO Date |
RELX PLC operates as a leading provider of information-based analytics and decision tools for professional and business customers across the globe. With its roots stretching back to 1903 and a rebranding from Reed Elsevier PLC to RELX PLC in July 2015, the company has established its headquarters in London, United Kingdom. It serves a diverse audience in North America, Europe, and other international markets through its four primary segments: Risk, Scientific, Technical & Medical, Legal, and Exhibitions. Each segment is tailored to meet the specialized needs of professionals in their respective fields, leveraging public and industry-specific content, technology, and algorithms to deliver impactful solutions.
This segment focuses on providing advanced analytics and decision tools that incorporate both public and industry-specific content, along with cutting-edge technology and algorithms. The primary aim is to assist clients in assessing and forecasting risk, making it invaluable for businesses looking to navigate uncertainties in their operations.
In the realm of research and healthcare, this segment delivers essential information and data sets. These resources support researchers and healthcare professionals by fostering advancements in science and health outcomes. Through access to critical data, this segment empowers the scientific community to make significant progress in their fields.
Providing a wealth of legal, regulatory, and business information and analytics, this segment is crafted to empower customers with the insights needed for informed decision-making. It enhances productivity among professionals by offering tools and resources that streamline the assimilation and application of legal knowledge in various professional settings.
This unique aspect of RELX PLC combines face-to-face interactions with data and digital tools to facilitate learning about markets, sourcing products, and completing transactions. It serves as a bridge between physical and digital marketplaces, enriching the customer experience with a comprehensive understanding of industry trends and opportunities.