LSEG shares climb as investors look to AI, buybacks and July results

LSEG shares climb as investors look to AI, buybacks and July results

June 15, 2026

London, June 15, 2026, 16:02 BST

  • LSEG was up 122p, or 1.35%, on the delayed quote. Sell at 9,132p, buy at 9,136p, according to .
  • Preliminary signs of a US-Iran peace agreement and Brent crude sliding almost 5% supported UK market sentiment, with the oil move seen cutting some inflation worries.
  • LSEG’s next big move will be its first-half earnings, due out July 30.

London Stock Exchange Group plc shares edged up on Monday. The Hargreaves Lansdown delayed quote showed the stock selling at 9,132p and buying at 9,136p, 122p higher, or up 1.35%. The shares opened at 9,050p after ending last time at 9,010p. The same numbers put the group’s market cap near £44.46 billion and the P/E ratio at 21.42. P/E is the share price divided by earnings per share and is a common investor tool.

LSEG is still caught between hopes for its financial data business and worries that AI or regulation could hit it. The stock tends to move when investors change their view on profits or what they’re willing to pay for them. If growth or confidence drops, the price usually follows. On Monday, a lift in the overall market helped out, after Reuters said UK shares ticked up when a reported US-Iran peace deal pulled oil prices down and boosted risk appetite.

LSEG’s position looks firmer than it did earlier this year. In April, the company posted a 9.8% organic constant-currency rise in Q1 total income excluding recoveries, taking out currency and deal impacts. Markets revenue climbed 15.5%, Data & Analytics was up 5.1%, FTSE Russell added 8.8%, and Risk Intelligence grew 10.5%. CEO David Schwimmer said the group was “confident in the outlook and the delivery of all of our financial targets for the year.” LSEG said it had already finished £1.1 billion in share buybacks in Q1. A buyback is when the company repurchases its own shares, often supporting EPS if profits stay strong. LSEG LSEG

Bulls see LSEG as showing that it can expand past the exchange label, leaning into data, analytics, indices, risk tools and post-trade. LSEG’s consensus, based on 15 external research models as of May 8, was 16 buys, zero holds, zero sells, and a target of 12,131p. That’s far above where shares traded Monday. Reuters reported last week that analysts and investors are taking a new look at the AI risk. Deutsche Bank’s Benjamin Goy said, “It’s actually pretty cheap compared to other data companies.” LSEG Reuters

Bear arguments persist. UBS analyst Michael Werner told Reuters the situation is still a “‘show me’ story” for AI—investors want proof that LSEG can actually drive revenue from its AI-related tools. Regulatory risk is another issue: Reuters said the Financial Conduct Authority plans to finalise a UK equities “tape,” or central trading data feed, in July. LSEG says including pre-trade data could hurt the market structure. The shares look attractive in places on valuation, which sits under analyst targets, helped by buybacks and Q1 growth. But the company’s July 30 results will need to demonstrate that subscriptions, AI take-up, and margins are converting to steady cash flow. Reuters Reuters

Konrad Wysocki

Konrad Wysocki is a senior markets reporter at Bez-kabli.pl, specializing in technology stocks, artificial intelligence and global financial markets. A graduate of the University of Rzeszów, he previously worked in investment research and market analysis. His coverage helps readers understand the key trends, companies and innovations influencing investors worldwide.

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