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RELX: Time To Get In (Rating Upgrade)
2026-05-14 · via All Articles on Seeking Alpha

Summary

  • RELX (RELX) is now rated a 'BUY' with a new ADR price target of $33.8, reflecting improved valuation and resilient fundamentals.
  • RELX's data and workflow solutions, especially Lexis+, maintain a strong moat against generative AI disruption, supporting stable growth and margin expansion.
  • Organic growth remains robust at 6-7%, with dividend yield above 2.75% and operating leverage from AI-driven efficiencies.
  • Valuation normalization offers a 15-16.8% annualized upside; risks are primarily valuation-related, not fundamental, with a conservative 19.5x forward P/E target.
  • Looking for more investing ideas like this one? Get them exclusively at Wolf of Value. Learn More »
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Morsa Images/DigitalVision via Getty Images

RELX (RELX) is a company that many investors and analysts seem to have been positive about for some time. While it's wrong to say that I have been the sole dissenting voice advocating care for the business, I will

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of RELX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

While this article may sound like financial advice, please observe that the author is not a CFA or in any way licensed to give financial advice. It may be structured as such, but it is not financial advice. Investors are required and expected to do their own due diligence and research prior to any investment. Short-term trading, options trading/investment and futures trading are potentially extremely risky investment styles. They generally are not appropriate for someone with limited capital, limited investment experience, or a lack of understanding for the necessary risk tolerance involved. I own the European/Scandinavian tickers (not the ADRs) of all European/Scandinavian companies listed in my articles. I own the Canadian tickers of all Canadian stocks I write about. Please note that investing in European/Non-US stocks comes with withholding tax risks specific to the company's domicile as well as your personal situation. Investors should always consult a tax professional as to the overall impact of dividend withholding taxes and ways to mitigate these.

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