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London Stock Exchange Group responds to activist pressure with one of the highest shareholder yields in the UK market Shares in London Stock Exchange Group PLC (LSE:LSEG), the financial data and markets infrastructure company, rose 5% to 8,160p after it tripled its share buyback programme to £3 billion over the next 12 months, up from £1 billion previously. The enlarged buyback gives LSEG a buyback yield of 7.7% on…

London Stock Exchange Group (LSEGY) is rated "Strong Buy" as AI disruption fears appear overblown and shares trade at a discount to peers and their historical average. LSEG's Data & Analytics segment, central to AI concerns, derives most of its revenue from proprietary and specialized data that is less vulnerable to disruption. FTSE Russell, contributing over 10% of revenue, benefits from structural ETF growth and…

The activist investor has taken a stake in LSEG, where it is likely to push for increased stock buybacks and action to lift profit margins.

Shares in London Stock Exchange Group PLC jumped 8% in early trading after it emerged that activist hedge fund Elliott Management has built a stake and begun engaging with the board. The move comes at a delicate moment for LSEG, whose shares fell by 20% last month as it was caught up in a wider sell-off due to investor worries about the impact of new artificial intelligence tools, which has contributed to its shares…

The Innovation Forum showcased a broad AI/open-access strategy (Microsoft, Databricks, Snowflake, Claude, etc.), with new products and a reinforced London Stock Exchange data moat. LSE delivered top-line sales ahead of consensus, strong organic growth, and margin expansion. EBITDA margin uplift and a new £1 billion buyback to include. LDNXF's risk/reward has improved.