Added to YB: 2026-02-20
Pitch date: 2026-02-18
LSEG.L [bullish]
London Stock Exchange Group plc
-0.69%
current return
Author Info
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Company Info
London Stock Exchange Group plc provides financial markets infrastructure and delivers financial data, analytics, news, and index products to customers in the United Kingdom and internationally.
Market Cap
GBP 38.1B
Pitch Price
GBP 78.32
Price Target
125.00 (+61%)
Dividend
1.80%
EV/EBITDA
16.25
P/E
40.78
EV/Sales
5.10
Sector
Capital Markets
Category
value
Bought $LSEG.L @ 7619p
LSEG.L: Bought @ 7619p post-AI panic. PE fell 25x→17x on overblown Claude fears despite high barriers (scale, proprietary data, compliance, workflows). Elliott pushing for £5B buyback (13% MC), margin improvement, asset sales. Owns 51% of TW; ex-TW trades 15x FY26 PE. Target 12500p (25x FY27 EPS of £5), 64% upside. Feb 26 earnings key.
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