LONDON, July 6, 2026, 14:01 BST
- London Stock Exchange Group plc (LON:LSEG) was up 1.22% at 8,776p as of 13:58 BST, while the LSE main market continued regular trading hours from 08:00 to 16:30 BST.
- The price was 38.2% below LSEG’s published consensus target of 12,131p, valuing the company’s equity at around £16.2 billion.
- FTSE Russell rolled out the FTSE4Good Thailand Index on Monday. LSEG’s consensus sees FTSE Russell income up 17.1% from 2026 through 2028.
- LSEG is set to report interim results for the six months to June 30 on July 30.
London Stock Exchange Group plc (LON:LSEG) moved higher on Monday in London, but the day’s uptick was not the main story for investors. Shares were at 8,776p, still well off the 12,131p target from LSEG’s analyst consensus. The stock had bounced from lows earlier this year. LSE’s main market was open, with regular hours on July 6 from 08:00 to 16:30 BST.
The difference is 38.2%. Using Google Finance’s £42.34 billion market cap, that would mean around £16.2 billion in equity value if the shares go to the consensus target. The LSEG consensus list from May 8 shows 16 buy calls, zero holds, and zero sells. But the site notes its numbers come from 15 outside analyst models.
| LSEG price snapshot | Latest figure | Investor read-through |
|---|---|---|
| Share price at 13:58 BST | 8,776p, up 1.22% | Stock rising today |
| Market value | £42.34 bln | Bulls use this as starting point for upside |
| Company consensus target | 12,131p | Target stands 38.2% above last price |
| Implied equity value at target | £58.5 bln | That’s around £16.2 bln higher than now |
| 52-week high / low | 10,990p / 6,684p | Shares sit 20.1% under the recent high |
| Volume at quote | 217,760 | 13.9% of the 1.57 mln daily average |
The gap is key since LSEG shares trade on actual results, not only forecasts. Reuters said last month that LSEG was beginning to lose its “AI risk” label, though UBS analyst Michael Werner still called AI a “show me” story. Deutsche Bank’s Benjamin Goy said LSEG was “pretty cheap” versus other data names. Reuters
FTSE Russell and the Stock Exchange of Thailand rolled out the new FTSE4Good Thailand Index on Monday. The index takes Thai large, mid and small caps from the FTSE SET All-Share Index, using ESG screens to pick names. Stephanie Maier, global head of sustainable at FTSE Russell, said the index is built with a “transparent, rules-based methodology.” LSEG
FTSE Russell doesn’t bring in much group revenue, but it’s a big topic in LSEG’s valuation story. LSEG puts the figure at around $20 trillion benchmarked to FTSE Russell indexes. The unit says it builds indexes in over 70 countries, reaching 98% of the investable market.
| LSEG unit | 2026 consensus income excl. recoveries | 2028 consensus | Implied 2026-28 growth |
|---|---|---|---|
| FTSE Russell | £1.025 bln | £1.200 bln | 17.1% |
| Data & Analytics | £4.146 bln | £4.659 bln | 12.4% |
| Markets | £3.777 bln | £4.289 bln | 13.6% |
| Group total | £9.590 bln | £10.929 bln | 14.0% |
The table shows why a Thailand ESG index might have a bigger impact than its weight suggests. LSEG’s consensus expects FTSE Russell to post stronger growth than the overall group through 2028. New benchmarks bring fresh product options for asset managers, ETF issuers and banks using FTSE Russell indexes in funds, structured products and derivatives.
FTSE 100 (INDEXFTSE:UKX) slipped 0.1% by 1037 GMT, according to Reuters, as losses in miners weighed against gains in financials. EasyJet and ITV led the main moves after deal headlines, while LSEG made a more muted climb.
LSEG is giving investors data to watch. For the first quarter, total income excluding recoveries rose 9.8% on an organic constant-currency basis. Data & Analytics gained 5.1%, FTSE Russell was up 8.8%, and Markets rose 15.5%. CEO David Schwimmer said it’s a “great start to 2026” and the company’s focus will be on “roll-out and adoption” of AI products. LSEG
Capital return gives another reason to talk about this stock. LSEG bought back £1.1 billion in shares in the first quarter, snapping up 12.8 million shares at an average £84.59, under Monday’s 8,776p price. It said it is on pace to return £3 billion to shareholders from its 2025 results release through its 2026 results in February 2027.
LSEG’s next results update is coming up. The company has an interim report for the half-year ending June 30 scheduled for July 30, according to its financial calendar. CEO Schwimmer and CFO Michel-Alain Proch will run a webcast at 10:00 UK time.
