Author argues RELX is a strong buy at current prices because its AI-enabled analytics businesses complement rather than threaten its model, supported by strong FY2025 results and a 3% dividend.
REL.L — LONG The author argues RELX is a super buy at current prices because its businesses will be complemented by AI rather than threatened, and the market has been unfairly destroying the stock. The mechanism is strong underlying fundamentals: FY2025 underlying revenue grew 7%, adjusted operating profit rose 9%, margin expanded to 34.8%, adjusted EPS rose 10% at constant currency, cash conversion was 99% and free cash flow exceeded GBP 2.3bn, with all four divisions growing profit faster than revenue. Catalysts cited include strong AI adoption (Lexis+ AI enterprise subscribers more than doubled, Protégé workflows expanded to nearly 300) and capital returns (GBP 1.5bn buyback in 2025 and GBP 2.25bn announced for 2026), plus a 3% dividend. No specific risk is stated by the author.
These kinds of companies will be complemented with AI, not threatened. Regardless, the market has been destroying them. Super buy at current price. With a 3% dividend as a kicker.
This Reddit post, published February 13, 2026, features u/keith1301 discussing REL.L. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/keith1301 · Tickers: REL.L