London, June 8, 2026, 12:05 (BST)
RELX PLC ended with a slight gain in London on Monday, holding close to Friday’s finish. The data and analytics group saw limited movement as investors weighed new broker backing and a broader stumble in AI-related shares.
The shares traded at 2,620p to sell and 2,621p to buy, up 4p, or 0.15% on the day. The FTSE 100 rose 0.21%.
AI is the reason for the focus on RELX now. The company sells specialist data and workflow tools, so investors are watching to see if artificial intelligence keeps its edge or hurts the demand for paid information. Global stocks slid Monday as investors lowered exposure to AI-related names, and oil climbed on tension in the Middle East. Lars Skovgaard at Danske Bank said, “not that we had a selloff” was the surprise, while Marc Velan at Lucerne Asset Management called the tech selloff more about “positioning and momentum unwind” than a big shift for AI. Reuters
RELX picked up some backing from brokers this week. BofA Securities analyst David Amiras kept his Buy rating on RELX’s U.S. ADRs on June 5, giving them a $47.90 target. The ADRs ended Friday at $35.15, according to the note. An ADR is a certificate for foreign shares traded in the U.S.
Goldman Sachs weighed in on this debate last week, starting coverage on RELX with a Buy rating and a £30 price target. The bank said RELX doesn’t belong in the AI “at risk” group and gave it an AI resilience score of 9 out of 10. For Wolters Kluwer, the score was 6.8. Goldman highlighted RELX’s strong Risk and Legal units. Investing
RELX has a mechanical buyer in the market. In a filing on May 26, the company said it launched a £150 million irrevocable, non-discretionary buyback running through June 8. ABN AMRO is handling the buyback based on preset instructions, not daily company orders. This comes after a £350 million programme finished and is part of RELX’s £2.25 billion buyback plan for 2026.
More dates are coming up for RELX. The company has June 18 down for its ordinary-share 2025 final dividend payment, June 24 for the ADR dividend, and July 23 for its results on the first half, covering the six months ending June 30.
RELX’s 2025 figures are still front and center for the stock. The group said revenue came in at £9.590 billion, up 7% on an underlying basis, stripping out currency and portfolio shifts. Adjusted operating profit climbed 9% to £3.342 billion. The board put forward a 67.5p full-year dividend, a 7% increase. CEO Erik Engstrom called it “strong underlying revenue and profit growth” in 2025. Relx
The trade goes both ways. If the AI drop shifts from a simple unwinding to a more serious threat against paid legal, science, and risk-data lines, RELX could lose its defensive edge. A tougher macro backdrop is also a risk: European stocks touched a two-week low Monday, hurt by AI declines, higher oil and central bank worries.
Right now, the story in the stock is limited. Cash returns are helping blunt the move. Analysts are sticking with AI as an opportunity, not a risk. July’s half-year results might have to back that up with data instead of talk.
