![\"LSEG](\"https:\/\/www.europesays.com\/britain\/wp-content\/uploads\/2026\/05\/35848b2f6c0577c7142ef904cd51a553.jpeg\")
LSEG shares boosted as Elliott stake revealed Proactive uses images sourced from Shutterstock <\/p>\n LSEG shares boosted as Elliott stake revealed Proactive uses images sourced from Shutterstock <\/p>\n
Shares in London Stock Exchange Group PLC<\/a>\u00a0jumped 8% in early trading after it emerged that activist hedge fund Elliott Management has built a stake and begun engaging with the board.<\/p>\n The move comes at a delicate moment for LSEG, whose shares fell by 20% last month as it was caught up in a wider sell-off due to investor worries about the impact of new artificial intelligence tools<\/a>, which has contributed to its shares falling almost 40% over the past year.<\/p>\n Elliott\u00a0has built a “significant” stake and\u00a0been engaging with LSEG ahead of its annual results, according to a report in the Financial Times<\/a>.<\/p>\n It is understood to have urged management to consider a multibillion-pound share buyback once a \u00a31 billion programme is completed and to focus on improving margins relative to rivals such as Moody\u2019s and CME Group.<\/p>\n Although best known as the operator of the Square Mile’s stock exchange, LSEG has transformed itself into a data and analytics group following its \u00a322 billion acquisition of Refinitiv in 2021, while also holding a stake of around \u00a310 billion in electronic marketplace Tradeweb.<\/p>\n Analysts at Barclays noted that LSEG is considered to be heavily exposed to the threat of AI because more than 40% of its revenues are derived from data and analytics, but said\u00a0they think\u00a0the de-rating for LSEG was “overdone” given 90% of revenues for its Data & Feeds business are backed by proprietary IP and infrastructure, plus it has\u00a0deep AI partnerships that potentially create licensing upside.<\/p>\n Other at UBS<\/a> and JPMorgan<\/a>\u00a0have agreed, arguing that\u00a0the group\u2019s data franchise, partnerships and recurring revenues leave it well placed to benefit rather than suffer from rising AI adoption.<\/p>\n","protected":false},"excerpt":{"rendered":"LSEG shares boosted as Elliott stake revealed Proactive uses images sourced from Shutterstock Shares in London Stock Exchange…\n","protected":false},"author":2,"featured_media":46432,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[21266],"tags":[23269,9581,11151,23302],"class_list":["post-46431","post","type-post","status-publish","format-standard","has-post-thumbnail","category-london-stock-exchange-group","tag-elliott-management","tag-london-stock-exchange-group","tag-lseg","tag-stake"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@UnitedKingdom\/116622856363862048","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/britain\/wp-json\/wp\/v2\/posts\/46431","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/britain\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/britain\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/britain\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/britain\/wp-json\/wp\/v2\/comments?post=46431"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/britain\/wp-json\/wp\/v2\/posts\/46431\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/britain\/wp-json\/wp\/v2\/media\/46432"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/britain\/wp-json\/wp\/v2\/media?parent=46431"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/britain\/wp-json\/wp\/v2\/categories?post=46431"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/britain\/wp-json\/wp\/v2\/tags?post=46431"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}