Relx (NYSE:RELX) Posts Earnings Results, Beats Expectations By $44.55 EPS

Relx (NYSE:RELX) posted its quarterly earnings results on Thursday. The technology company reported $45.44 EPS for the quarter, topping the consensus estimate of $0.89 by $44.55, FiscalAI reports. The company had revenue of $3.23 billion for the quarter, compared to analyst estimates of $6.54 billion.

Here are the key takeaways from Relx’s conference call:

• The group posted strong first-half results, with underlying revenue up 7%, adjusted operating profit up 9%, and adjusted EPS up 11% at constant currency. Management said momentum remains positive across all four business areas and expects another year of strong growth.
• Risk continued to perform well, with 8% underlying revenue growth and 10% operating profit growth, driven by AI-enabled analytics and decision tools. The company expects the segment to sustain strong long-term growth.
• STM and Legal both stepped up growth, with STM revenue up 6% and Legal revenue up 10%, while profit growth outpaced revenue in each division. Management highlighted AI-enabled products such as LeapSpace and Lexis+ with Protégé as key growth drivers.
• Exhibitions delivered 6% revenue growth, but profit growth was held back by event cycling, timing shifts, and some travel disruption. Management also noted uncertainty around remaining Middle East events, though they represent a small portion of group revenue.
• Cash generation and shareholder returns remained strong, with 98% cash conversion, interim dividend up 7%, and GBP 1.75 billion of buybacks completed in the first half. Margin also improved 70 basis points to 35.5%, and leverage stayed within the company’s typical target range.

Relx Stock Down 0.1%

NYSE RELX traded down $0.04 on Thursday, hitting $32.70. 2,154,635 shares of the company were exchanged, compared to its average volume of 3,365,979. Relx has a 1-year low of $27.57 and a 1-year high of $54.02. The firm has a 50 day moving average of $32.79 and a two-hundred day moving average of $34.28. The company has a quick ratio of 0.44, a current ratio of 0.49 and a debt-to-equity ratio of 2.38.

More Relx News

Here are the key news stories impacting Relx this week:

• Positive Sentiment: RELX said first-half revenue and adjusted operating profit increased, supported by stronger demand for its analytics and decision-making tools, and margins improved year over year. RELX rises as AI helps with new products and costs
• Positive Sentiment: The company increased earnings guidance and raised its dividend, signaling confidence in cash generation and the outlook for the business. RELX increases earnings and dividend as analytics and AI drive first-half growth
• Positive Sentiment: Growth accelerated in RELX’s scientific and legal divisions, which helped reassure investors worried that AI companies could pressure the company’s information and analytics franchise. RELX’s growth accelerates in scientific and legal units
• Neutral Sentiment: RELX’s CFO said the company’s AI products rely on its trusted data set, reinforcing the quality of its proprietary content but not changing the near-term financial picture. RELX CFO: Our AI products check back on our trusted data set
• Neutral Sentiment: RELX also released a U.S. home insurance trends report through LexisNexis Risk Solutions, which is informative for the business but not a major stock driver on its own. 2026 LexisNexis U.S. Home Insurance Trends Report
• Negative Sentiment: One item highlighted ongoing investor concern that AI competition could weigh on parts of RELX’s business, though the latest results showed accelerating growth in key divisions. RELX’s growth accelerates in scientific and legal units

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on the stock. Citigroup raised shares of Relx from a “neutral” rating to a “buy” rating in a research note on Wednesday, April 8th. The Goldman Sachs Group began coverage on Relx in a research note on Wednesday, June 3rd. They issued a “buy” rating on the stock. Weiss Ratings raised Relx from a “hold (c-)” rating to a “hold (c)” rating in a research note on Monday, July 6th. Morgan Stanley downgraded shares of Relx from an “overweight” rating to an “equal weight” rating in a research report on Thursday, May 7th. Finally, Wall Street Zen cut shares of Relx from a “buy” rating to a “hold” rating in a report on Sunday, May 17th. One equities research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy”.

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the business. Transamerica Financial Advisors LLC increased its position in shares of Relx by 3,040.0% during the fourth quarter. Transamerica Financial Advisors LLC now owns 785 shares of the technology company’s stock worth $32,000 after acquiring an additional 760 shares in the last quarter. Measured Wealth Private Client Group LLC bought a new stake in Relx in the 3rd quarter valued at $72,000. Horizon Investments LLC boosted its stake in Relx by 23.0% in the 3rd quarter. Horizon Investments LLC now owns 1,517 shares of the technology company’s stock worth $72,000 after purchasing an additional 284 shares during the period. Brown Brothers Harriman & Co. boosted its stake in Relx by 66.4% in the 4th quarter. Brown Brothers Harriman & Co. now owns 2,410 shares of the technology company’s stock worth $97,000 after purchasing an additional 962 shares during the period. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC bought a new position in Relx during the 4th quarter worth about $114,000. 15.02% of the stock is currently owned by institutional investors and hedge funds.

Relx Company Profile

RELX plc is a global provider of information, analytics and decision tools for professional and business customers. The company supplies content, data and analytical services that support decision-making across scientific, technical and medical research, legal and regulatory practice, and risk and business analytics. RELX’s offerings are largely delivered via digital platforms and subscription services designed for institutions, corporations and professionals who require specialized, high-value information and workflow solutions.

RELX operates through distinct business lines that include Elsevier, which provides scientific, technical and medical journals, books and online platforms such as research and discovery tools; Legal and Professional services, which deliver legal, regulatory and compliance content and workflow solutions; Risk & Business Analytics, which offers data, analytics and decision tools for insurance, banking, corporate and government risk assessment; and Exhibitions, which organizes industry trade shows and events.