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London Stock Exchange Group plc (LSEGY) Q4 2025 Earnings Call Transcript

London Stock Exchange Group is upgraded to 'BUY' with a new £78/share price target, citing a compelling valuation after a 22% share price decline. LSEG's operational results remain strong, with net income and total income up, despite market concerns over AI disruption and London's post-Brexit status. The current 18x P/E is below the 20-year average, offering 15%+ annualized upside potential, supported by 9-11%…

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…

LSEG plans to build an on-chain settlement capability for institutional market participants. The global provider of financial markets infrastructure and data said in a Thursday (Feb.

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.