Relx (NYSE:RELX) Downgraded to “Hold” Rating by Wall Street Zen

Relx (NYSE:RELX) was downgraded by analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a note issued to investors on Sunday.

A number of other research firms have also recently issued reports on RELX. Morgan Stanley restated an “overweight” rating on shares of Relx in a research report on Monday, February 2nd. Citigroup started coverage on Relx in a research note on Monday, January 12th. They set a “neutral” rating on the stock. Zacks Research raised Relx from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, January 6th. Deutsche Bank Aktiengesellschaft upgraded shares of Relx from a “hold” rating to a “buy” rating in a report on Tuesday, December 9th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Relx in a research report on Monday, December 29th. Two research analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat, Relx has an average rating of “Buy”.

Relx Stock Up 7.9%

Relx stock opened at $31.08 on Friday. The business has a 50-day simple moving average of $38.49 and a 200 day simple moving average of $43.04. Relx has a 52 week low of $27.57 and a 52 week high of $56.33. The company has a debt-to-equity ratio of 2.55, a quick ratio of 0.42 and a current ratio of 0.47.

Relx (NYSE:RELX) last issued its quarterly earnings results on Thursday, February 12th. The technology company reported $0.43 EPS for the quarter, missing analysts’ consensus estimates of $0.85 by ($0.42). The firm had revenue of $3.19 billion for the quarter, compared to analysts’ expectations of $6.70 billion. As a group, sell-side analysts predict that Relx will post 1.68 EPS for the current fiscal year.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Transamerica Financial Advisors LLC boosted its holdings in Relx by 3,040.0% in 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. Marshall Wace LLP raised its position in shares of Relx by 52.8% in the 4th quarter. Marshall Wace LLP now owns 181,780 shares of the technology company’s stock worth $7,348,000 after purchasing an additional 62,782 shares during the last quarter. AlTi Global Inc. bought a new position in Relx in the 4th quarter worth about $244,000. Stifel Financial Corp grew its position in Relx by 8.1% during the 4th quarter. Stifel Financial Corp now owns 177,421 shares of the technology company’s stock valued at $7,172,000 after purchasing an additional 13,283 shares during the last quarter. Finally, Commerce Bank grew its position in Relx by 7.0% during the 4th quarter. Commerce Bank now owns 8,732 shares of the technology company’s stock valued at $353,000 after purchasing an additional 568 shares during the last quarter. Institutional investors own 15.02% of the company’s stock.

Key Relx News

Here are the key news stories impacting Relx this week:

• Positive Sentiment: Management announced a bigger-than-expected £2.25bn share buyback, which reduces share float and supports EPS — a clear near-term catalyst underpinning the rebound in the stock. RELX rebounds as results and £2.25bn buyback take edge off AI fears
• Positive Sentiment: Major brokers (Deutsche Bank and UBS) kept RELX as a ‘buy’ after the results, signaling continued confidence in the company’s long-term investment case despite reduced price targets due to sector de-rating. RELX: Brokers back the investment story despite AI fears, targets cut on de-rating
• Positive Sentiment: Analyst sentiment improved with a Zacks upgrade to a #1 (Strong Buy) ranking, which can attract momentum and income-focused investors. RELX (RELX) Upgraded to Strong Buy: What Does It Mean for the Stock?
• Positive Sentiment: Opinion coverage (The Guardian) argued management should use buybacks to counter market overreaction to AI risks — reinforcing the market’s positive reception to the announced buyback. Relx should deal with the ‘Claude Crash’ by buying back shares – and then buy more | nils pratley
• Neutral Sentiment: The full Q4 2025 earnings call transcript and slide deck are available for deeper read-throughs of growth drivers, margins and management guidance — useful for investors who want detail beyond headlines. RELX PLC (RELX) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Press pieces noted management’s attempts to reassure markets about AI-related disruption; these tone-setting articles may temper volatility but don’t change fundamentals immediately. Relx reassures as AI fears hit data stocks
• Negative Sentiment: RELX reported a significant quarterly EPS and revenue miss (EPS $0.43 vs. $0.85 consensus; revenue $3.19bn vs. $6.70bn est.), a primary driver of near-term downside and increased volatility. Investors should watch management’s revenue/profit guidance and margin commentary for signs of recovery. Relx quarterly earnings report and transcript
• Negative Sentiment: Broader investor concern that advances in AI (e.g., large models) could disrupt parts of RELX’s data and publishing businesses has driven a sharp multiple compression and a large share-price decline over recent months. That structural worry keeps downside risk elevated despite buybacks. RELX rebounds as results and £2.25bn buyback take edge off AI fears

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.