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LexisNexis Risk Solutions Launches AI-Powered Identity Management Platform for Healthcare
Prnewswire· 2026-02-19 14:40
LexisNexis Risk Solutions Launches AI-Powered Identity Management Platform for Healthcare [Accessibility Statement] Skip NavigationIndustry-leading identity verification, resolution and enrichment solutions combine with leading AI authentication capabilities to secure, unify and enrich patient identities across the care journeyATLANTA, Feb. 19, 2026 /PRNewswire/ -- [LexisNexis® Risk Solutions] today announced the launch of an identity management platform with industry leading identity verification, resoluti ...
RELX(RELX) - 2025 Q4 - Annual Report
2026-02-19 12:06
FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) or 12(g) OF THE SECURITIES EXCHANGE ACT OF 1934 Or ☑ ANNUAL REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Table of Contents As filed with the Securities and Exchange Commission on February 19, 2026 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 For the fiscal year ended December 31, 2025 Or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 or 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 ...
UK's RELX plans pay boost for CEO Engstrom, Sky News reports
Reuters· 2026-02-18 16:30
UK's RELX plans pay boost for CEO Engstrom, Sky News reports | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]- Companies[AstraZeneca PLC]Follow[Relx PLC]Follow[Rolls-Royce Holdings PLC]FollowShow more companiesFeb 18 (Reuters) - British information group RELX [(REL.L), opens new tab] is preparing to grant its top boss, Erik Engstrom, a substantial pay rise, bringing it closer to its FTSE-100 peers like AstraZeneca [(AZN.L), opens n ...
U.S. Auto Insurance Policy Shopping and New Business Growth Continue to Break Records in Q4 with "Hot" Readings on the LexisNexis® U.S. Insurance Demand Meter
Prnewswire· 2026-02-18 14:53
U.S. Auto Insurance Policy Shopping and New Business Growth Continue to Break Records in Q4 with "Hot" Readings on the LexisNexis® U.S. Insurance Demand Meter [Accessibility Statement] Skip NavigationATLANTA, Feb. 18, 2026 /PRNewswire/ -- Shopping for U.S. auto insurance remained in high gear through the fourth quarter of 2025, according to the latest [U.S. Insurance Demand Meter] from [LexisNexis® Risk Solutions.] The quarterly year-over-year shopping growth registered "Hot", rising to 6.9% on the Demand M ...
Relx should deal with the ‘Claude Crash' by buying back shares – and then buy more | nils pratley
The Guardian· 2026-02-12 18:19
Core Viewpoint - The recent launch of AI products by Anthropic has triggered a significant decline in the share prices of major UK companies in the data sector, despite the overall FTSE 100 index nearing all-time highs [1][2]. Company Performance - Relx, a prominent player in the data sector, saw its share price rise from £5 in 2012 to £41 in May last year, valuing the company at approximately £70 billion [3]. - Following the introduction of AI tools, Relx's share price has halved, with market sentiment shifting from viewing it as an AI winner to fearing a collapse in its profit margins [4]. - In its latest full-year results, Relx reported a 7% increase in revenues to £9.6 billion and a 9% rise in operating profits to £3.3 billion, alongside a forecast for strong growth in 2026 and a 7% increase in dividends [5]. AI Impact and Strategy - The CEO of Relx, Erik Engström, emphasized that AI will continue to drive customer value and growth for the company in the long term [6]. - Relx operates in a niche market that relies on comprehensive and reliable information, which may be public or proprietary, and AI tools are seen as a means to enhance the value of this information [7]. - The company retains the option to engage in limited licensing deals with AI firms while maintaining its proprietary information, which is central to its business value [8]. Market Reaction and Future Outlook - Despite a slight 2% bounce in share price following the positive earnings report, market concerns about the future of AI and Relx's competitive position remain [9]. - Relx plans to continue its share buy-back program, which has increased to £2.25 billion, representing 6% of its equity base, potentially boosting earnings per share if business projections hold true [10].
RELX (RELX) Upgraded to Strong Buy: What Does It Mean for the Stock?
ZACKS· 2026-02-12 18:02
Core Viewpoint - RELX PLC has been upgraded to a Zacks Rank 1 (Strong Buy), indicating a positive outlook based on rising earnings estimates, which significantly influence stock prices [1][3]. Earnings Estimates and Stock Price Correlation - The Zacks rating system emphasizes the importance of earnings estimate revisions, which are strongly correlated with near-term stock price movements [4][6]. - Institutional investors utilize earnings estimates to determine the fair value of stocks, leading to significant price movements based on their trading activities [4]. Company Performance and Outlook - The upgrade for RELX reflects an improvement in the company's underlying business, suggesting that investor sentiment may drive the stock price higher [5]. - For the fiscal year ending December 2026, RELX is expected to earn $1.95 per share, with a 4.8% increase in the Zacks Consensus Estimate over the past three months [8]. Zacks Rank System - The Zacks Rank system categorizes stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [7]. - The upgrade of RELX to Zacks Rank 1 places it in the top 5% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [10].
RELX(RELX) - 2025 Q4 - Annual Report
2026-02-12 18:02
12 February 2026 RESULTS FOR THE YEAR TO 31 DECEMBER 2025 RELX, the global provider of information-based analytics and decision tools, reports results for 2025 and provides outlook for another year of strong growth in 2026. 2025 highlights 2026 outlook Ø We continue to see positive momentum across the group, and we expect another year of strong underlying growth in revenue and adjusted operating profit, as well as strong growth in adjusted earnings per share on a constant currency basis. Chief Executive Off ...
RELX(RELX) - 2025 Q4 - Earnings Call Transcript
2026-02-12 09:32
Financial Data and Key Metrics Changes - The company reported an underlying revenue growth of 7%, with underlying adjusted operating profit growth at 9% and adjusted earnings per share growth at 10% at constant currency [1][7] - The adjusted operating margin improved by just under one percentage point to 34.8% [7][10] - Cash conversion remained strong at 99%, with net profit increasing by 8% at constant currency and 5% in sterling to over GBP 2.3 billion [11][12] Business Line Data and Key Metrics Changes - In the Risk segment, underlying revenue growth was 8%, and underlying adjusted operating profit growth was 10% [1][2] - Business Services, representing over 40% of divisional revenue, saw strong growth driven by financial crime compliance and digital fraud solutions [2] - In STM, underlying revenue growth was 5%, with underlying adjusted operating profit growth of 7% [3] - Legal segment reported an underlying revenue growth of 9% and adjusted operating profit growth of 12%, driven by the adoption of AI-enabled Legal platforms [4][5] - Exhibitions delivered an underlying revenue growth of 8% and adjusted operating profit growth of 9% [5] Market Data and Key Metrics Changes - The number of articles submitted grew by over 20% in 2025, with published articles increasing by 10% [4] - The company continues to see strong demand for primary research publishing, with a global increase in scientific researchers [25] Company Strategy and Development Direction - The company aims to sustain strong long-term growth across all business areas, focusing on higher growth analytics and decision tools [6][14] - The strategic direction remains unchanged, with an emphasis on continuous product innovation and managing cost growth below revenue growth [6][10] - The company is committed to organic development while remaining open to strategic acquisitions that align with its goals [12][54] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in continued strong underlying revenue growth and adjusted operating profit growth exceeding revenue growth [1][14] - The company is well-positioned to leverage evolving AI technologies to enhance customer value and operational efficiency [6][50] - Management acknowledged potential competition in the Legal segment but emphasized the unique value of their comprehensive content and analytics [20][21] Other Important Information - The company completed GBP 270 million in acquisitions and a GBP 1.5 billion share buyback, with net debt at GBP 7.2 billion [12][13] - The company proposed a 7% increase in the full-year dividend to 67.5 pence per share [7] Q&A Session Questions and Answers Question: Concerns about competition in the Legal segment - Management noted that the adoption of AI tools has doubled the enterprise-wide subscription customer base for Lexis+ AI, indicating strong demand and usage growth [20][21] Question: Outlook for STM and potential growth considerations - Management highlighted continued strong demand for primary research publishing, with no signs of slowing down in submissions and publications [25] Question: Differentiation of Protégé AI workflows from competitors - Management emphasized that their workflow tools are content-enabled, providing a significant competitive advantage due to the trusted, curated content behind them [31][32] Question: Exposure to autonomous driving in the auto insurance market - Management stated that the evolving auto insurance market presents opportunities for sophisticated risk analysis, with the value at stake increasing despite fewer accidents [36][37] Question: Impact of strong new sales on future growth - Management clarified that while strong new sales are a good indicator of momentum, they will have a modest effect on current year revenues but support long-term growth [38] Question: Addressable market for Scopus AI and pricing strategy - Management indicated that the addressable market includes all institutions using their platforms, with plans for individual researcher subscription options in the future [42][43]
RELX(RELX) - 2025 Q4 - Earnings Call Transcript
2026-02-12 09:32
RELX (NYSE:RELX) Q4 2025 Earnings call February 12, 2026 03:30 AM ET Company ParticipantsErik Engstrom - CEO & Executive DirectorNick Luff - CFO & Executive DirectorConference Call ParticipantsChristophe Cherblanc - Senior AnalystCiaran Donnelly - Equity Research AnalystGeorge Webb - Technology Equity Research AnalystHenry Hayden - Equity Research AnalystNick Dempsey - Director and Media Equity Research AnalystSteven Liechti - AnalystThijs Berkelder - Equity Research AnalystErik EngstromGood morning, everyb ...
RELX(RELX) - 2025 Q4 - Earnings Call Transcript
2026-02-12 09:30
Financial Data and Key Metrics Changes - The company reported an underlying revenue growth of 7% and an underlying adjusted operating profit growth of 9% at constant currency, with adjusted earnings per share growth of 10% [1][8] - The adjusted operating margin improved by just under one percentage point to 34.8%, with cash conversion remaining strong at 99% [8][12] - Net profit increased by 8% at constant currency, reaching over GBP 2.3 billion, with adjusted earnings per share up 10% at constant currency [12][13] Business Line Data and Key Metrics Changes - In the Risk segment, underlying revenue growth was 8%, and underlying adjusted operating profit growth was 10% [1][2] - Business Services, representing over 40% of divisional revenue, saw strong growth driven by financial crime compliance and digital fraud solutions [2] - In the STM segment, underlying revenue growth was 5%, with underlying adjusted operating profit growth of 7% [3] - The Legal segment experienced a 9% growth in underlying revenue and a 12% growth in underlying adjusted operating profit, driven by the adoption of AI-enabled legal platforms [4][5] - Exhibitions delivered an 8% underlying revenue growth, with adjusted operating profit growth of 9% [5] Market Data and Key Metrics Changes - The number of articles submitted grew by over 20% in 2025, and the number of articles published increased by 10% [4] - The company continues to see strong demand for primary research publishing, with a global increase in scientific researchers [27] Company Strategy and Development Direction - The company aims to sustain strong long-term growth across all business areas, with a focus on higher growth analytics and decision tools [6][8] - The strategic direction remains unchanged, emphasizing continuous product innovation and managing cost growth below revenue growth [6][8] - The company is committed to organic development while remaining open to strategic acquisitions that align with its goals [13][54] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in continued strong underlying revenue growth, with adjusted operating profit growth expected to exceed revenue growth [1][16] - The company is well-positioned to leverage advancements in AI to enhance product offerings and customer value [6][24] - Management acknowledged potential competition in the legal segment but emphasized the unique value of their comprehensive content and analytics [18][22] Other Important Information - The company completed GBP 270 million in acquisitions and a GBP 1.5 billion share buyback, with net debt at GBP 7.2 billion [12][13] - The company proposed a 7% increase in the full-year dividend to 67.5 pence per share [8] Q&A Session Summary Question: Concerns about competition in the legal segment - Management noted that the adoption of AI tools has doubled the customer base for Lexis+ AI, indicating strong demand and value addition [21][22] Question: Outlook for STM and potential growth considerations - Management highlighted continued strong demand for primary research publishing, with no signs of slowdown in submissions or publications [27] Question: Differentiation of Protégé AI workflows from competitors - Management emphasized that their offerings are content-enabled, leveraging unique and curated data sets, which differentiates them from other workflow tools [33][34] Question: Impact of autonomous driving on auto insurance - Management indicated that the evolving auto insurance market presents opportunities for sophisticated risk analysis, with the value at stake increasing [38][39] Question: New sales impact on future growth - Management confirmed that while new sales contribute modestly to current revenues, they signal strong momentum for long-term growth [40]