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Elliott Builds Stake in LSEG to Push Buyback and Performance Drive

The activist seeks a buyback to sharpen competitiveness, reflecting investor doubts about LSEG’s data-focused model.

Overview

  • Elliott’s exact holding in London Stock Exchange Group has not been disclosed, with UK rules requiring public notice at 3% or more.
  • The fund is urging a fresh share repurchase and moves to close gaps with rivals, and the Financial Times reported it is not seeking a sale or spin-off of the exchange arm.
  • LSEG shares jumped up to 7% after the reports before easing to a 2.3% gain in early trade, then turned slightly negative by mid-afternoon in London.
  • The stock has dropped more than 35% over the past year as investors question how artificial intelligence and rising competition could pressure data-and-analytics revenues built up after the Refinitiv deal.
  • LSEG said it maintains an active dialogue with investors, while Elliott declined to comment.