LSEG Shares Fresh Off 52 Week Lows – £1 Billion Buyback Could Provide Support

London Stock Exchange Group plc (LSEG) has announced a share buyback program of up to £1 billion, commencing immediately and concluding no later than December 19, 2025.

This move follows the release of interim results for the half-year ended June 30, 2025, signalling confidence in the company’s financial position and future prospects, despite markets pulling shares back on the print.

Shares in LSEG fell 7.32% during the last week of trading, hitting a new 52 week low at 9,050p in Friday's session, yet are recapturing a little ground early, currently trading around 9,400p. Since the start of the year, LSEG has dropped 18%, whilst broader markets including the FTSE 100 have been making gains (+10% YTD).

The buyback program is seen as a positive for shareholder value, adding to EPS, and will be executed through an irrevocable agreement with Goldman Sachs.

LSEG's recent financial results underscore the reasons for the buyback. The company reported solid, if unspectacular first-half 2025 results, with total income rising 7.8% on an organic constant currency basis to £4.49 billion. Adjusted EBITDA margin improved to 49.5%, up 100 basis points, and adjusted earnings per share increased by 20.1% to 208.9 pence.

This performance was driven by growth across all divisions, including Data & Analytics (5.1%), Markets Division (10.7%), and FTSE Russell (7.6%).

LSEG is actively pursuing strategic initiatives to drive further growth. These include product innovation, such as enhancements to the Workspace platform and the launch of DigitalAssetClear, as well as partnerships, notably with Microsoft, integrating Workspace into Teams and introducing new add-ins for Excel and PowerPoint.

The company has revised its 2025 guidance upwards, now expecting organic constant currency growth of 6.5-7.5% in total income (excluding recoveries) and an EBITDA margin improvement of 75-100 basis points.

LSEG's CEO, David Schwimmer, has also been vocal about advocating for government policies to boost UK investments. He recently suggested tying tax incentives for pension funds to increased investments in domestic public assets, arguing that this could provide a significant boost to the London market.