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

Wall Street Zen cut shares of Relx (NYSE:RELX) from a buy rating to a hold rating in a research report sent to investors on Sunday.

Other analysts have also issued research reports about the company. Morgan Stanley reissued an “overweight” rating on shares of Relx in a report on Monday, February 2nd. Zacks Research raised Relx from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, January 6th. Citigroup initiated coverage on Relx in a research note on Monday, January 12th. They set a “neutral” rating for the company. Deutsche Bank Aktiengesellschaft upgraded shares of Relx from a “hold” rating to a “buy” rating in a research note on Tuesday, December 9th. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of Relx in a research report on Monday, December 29th. Two investment analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Buy”.

Relx Stock Up 7.9%

RELX opened at $31.08 on Friday. The firm’s 50 day simple moving average is $38.49 and its two-hundred day simple moving average is $42.98. Relx has a 1-year low of $27.57 and a 1-year high of $56.33. The company has a current ratio of 0.49, a quick ratio of 0.44 and a debt-to-equity ratio of 2.38.

Relx (NYSE:RELX) last issued its quarterly earnings data on Thursday, February 12th. The technology company reported $0.43 earnings per share (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, equities research analysts expect that Relx will post 1.68 EPS for the current year.

Relx Dividend Announcement

The firm also recently declared a dividend, which will be paid on Wednesday, June 24th. Shareholders of record on Friday, May 8th will be paid a $0.6559 dividend. This represents a yield of 422.0%. The ex-dividend date is Friday, May 8th.

Hedge Funds Weigh In On Relx

Hedge funds and other institutional investors have recently modified their holdings of the stock. Capital International Investors increased its holdings in Relx by 66.7% in the 4th quarter. Capital International Investors now owns 10,662,595 shares of the technology company’s stock valued at $433,887,000 after acquiring an additional 4,264,474 shares during the last quarter. Morgan Stanley grew its position in shares of Relx by 7.0% during the fourth quarter. Morgan Stanley now owns 6,279,696 shares of the technology company’s stock valued at $253,825,000 after purchasing an additional 408,833 shares in the last quarter. Dimensional Fund Advisors LP grew its position in shares of Relx by 1.6% during the fourth quarter. Dimensional Fund Advisors LP now owns 3,502,488 shares of the technology company’s stock valued at $141,583,000 after purchasing an additional 56,363 shares in the last quarter. Ameriprise Financial Inc. increased its holdings in shares of Relx by 1.4% in the third quarter. Ameriprise Financial Inc. now owns 3,390,649 shares of the technology company’s stock worth $164,120,000 after purchasing an additional 46,515 shares during the last quarter. Finally, Northern Trust Corp lifted its position in shares of Relx by 3.5% in the third quarter. Northern Trust Corp now owns 2,430,755 shares of the technology company’s stock worth $116,093,000 after buying an additional 81,195 shares in the last quarter. Institutional investors own 15.02% of the company’s stock.

Key Stories Impacting Relx

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

About Relx

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.