London, Feb 15, 2026, 11:09 GMT — Market closed
- RELX shares ended Friday at 2,257p, up 9.99% on the day
- A filing showed the group bought 641,854 shares under its buyback
- Investors now look to Monday’s open after a volatile week tied to AI concerns
RELX PLC shares (REL.L) closed at 2,257 pence on Friday, up 205 pence, or 9.99%. London markets are shut on Sunday, leaving the next read on demand for the stock to Monday’s open. (Hargreaves Lansdown)
The move matters because RELX has been a lightning rod in a wider argument about whether generative AI helps data firms sell more tools — or helps customers need fewer of them. The question is showing up in price swings, not just earnings slides.
Investors will be watching if Friday’s jump turns into follow-through buying, or if it fades once the first wave of results reaction is out of the way. The buyback provides a steady bid in the market, but it does not settle the debate on competition.
A regulatory notice showed RELX bought 641,854 shares on Feb. 13 through UBS’s London branch, paying between 2,102p and 2,202p. The volume-weighted average price — an average that weights each trade by size — was 2,161.5535p. (TradingView)
RELX said on Feb. 12 it would run an “irrevocable, non-discretionary” buyback programme worth £450 million between Feb. 12 and March 20, with UBS making trading decisions within preset limits. The company said the programme followed the completion of a £250 million buyback on Feb. 6 and sits within a £2.25 billion allocation for 2026. (Investegate)
In its 2025 results, RELX reported revenue of £9.59 billion and adjusted operating profit of £3.34 billion, and proposed a full-year dividend of 67.5 pence per share. Chief executive Erik Engstrom said the group is using AI to add functionality and speed up launches, calling that shift a driver of customer value and growth. (Relx)
RELX has argued it can turn AI into product advantage, even as investors worry the same technology could weaken subscription-heavy business models. Chief Financial Officer Nick Luff told Reuters the group’s edge rests on deep data and proprietary algorithms that help professionals reach “the right judgments” on high-value decisions. Reuters reported the selloff intensified after Anthropic unveiled a new plugin for its Claude chatbot, hitting RELX and peers including Wolters Kluwer and Thomson Reuters. (Reuters)
In New York, RELX’s U.S.-listed ADRs (RELX) closed on Friday at $31.06, up from $28.81 a day earlier, broadly tracking the London rebound. (Yahoo Finance)
But the bounce could prove fragile. If customers show they can swap parts of legal research or risk workflows for standalone AI assistants — or if pricing comes under pressure — the market’s focus is likely to snap back from buybacks to disruption risk.
Next up is more detail around the annual reporting package: the company said its 2025 annual report is expected to be available on its website from Feb. 19, with copies expected to be posted to shareholders on or around March 6. (Investegate)
