RELX Reports Strong 2025 Results, Boosts Dividend, and Plans Substantial £2.25B Share Buyback for 2026

summarizeSummary

RELX PLC announced robust financial results for 2025, driven by strong underlying growth across all business segments, and provided a positive outlook for 2026, alongside a 7% dividend increase and a significant £2.25 billion share buyback program.

check_boxKey Events

• Strong 2025 Financial Performance

  Achieved 7% underlying revenue growth, 9% underlying adjusted operating profit growth, and 10% constant currency adjusted EPS growth for the year ended 31 December 2025.

• Increased Shareholder Returns

  Proposed a 7% increase in the full-year dividend to 67.5p and completed a £1.5 billion share buyback in 2025.

• Substantial 2026 Share Buyback Plan

  Intends to deploy a total of £2.25 billion on share buybacks in 2026, with £250 million already completed, signaling strong confidence in the company's valuation.

• Positive 2026 Outlook

  Expects another year of strong underlying growth in revenue, adjusted operating profit, and adjusted EPS on a constant currency basis.

auto_awesomeAnalysis

RELX PLC's annual results demonstrate robust operational strength and a clear commitment to shareholder value. The company's consistent underlying growth across all its information-based analytics and decision tools segments, particularly in Risk and Legal, underscores the success of its strategic shift towards higher-value offerings leveraging AI. The proposed 7% dividend increase signals confidence in future cash flows. Most notably, the planned £2.25 billion share buyback for 2026 represents a very substantial capital return to shareholders, following a £1.5 billion buyback in 2025. This aggressive buyback program, especially while the stock is trading near its 52-week low, suggests management believes the shares are undervalued and is a strong positive signal for investors. The positive outlook for continued strong growth in 2026 further reinforces the company's strong trajectory.