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RELX PLC (RELX) Q3 2026 Sales/Trading Call Transcript
Relx NYSE: RELX reported 7% underlying revenue growth for the first nine months of the year, with CFO Nick Luff saying the company continued to see positive momentum across its portfolio as it shifts its business mix toward higher-growth analytics and decision tools.
Despite consistent EPS compounding and reliable growth, RELX's valuation has derated significantly, trading near 50% of its all-time high P/E. Perceived disruption to the legal and STM segments has turned into opportunities, and consistent growth has been maintained. The high-margin Risk segment dominates digital identity screening and fraud prevention, protected by a self-compounding, 13-petabyte data moat.
On October 15, 2026, RELX PLC (RELX) shares rose 4.0% to a current price of $38.42, reflecting a notable performance amidst a 52-week trading range of $27.57 to
BP, RELX and RWEOY made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on October 1, 2026.
RELX PLC (LSE:REL), the information and analytics group, has become increasingly disconnected from its improving earnings outlook as concerns over artificial intelligence and autonomous vehicles have pushed its shares down 17% this year. UBS reiterated its ‘buy' rating and 3,600p 12-month price target, arguing that investors have overstated the structural risks to the group's Legal and Risk divisions.
Investors looking for stocks in the Internet - Content sector might want to consider either Perion Network (PERI) or RELX PLC (RELX). But which of these two stocks offers value investors a better bang for their buck right now?
RELX (RELX) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.