2026 Q3 - tulosraportti
22 päivää sitten
‧1 t 7 min
0,55 GBP/osake
Viimeisin osinko
1,64%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 25.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 22.10. | ||
2026 H1 - tulosraportti 30.7. | ||
2026 Q1 - tulosraportti 23.4. | ||
2025 H2 - tulosraportti 26.2. | ||
2025 Q3 - tulosraportti 23.10.2025 |
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
·25.9. · MuokattuWhy is LSEG interesting now? 1. It is much more than the London Stock Exchange. LSEG has become a global financial infrastructure and data company with Data & Analytics, FTSE Russell, Risk Intelligence, and Markets. The products are embedded deep within the workflows of banks, asset managers, exchanges, and other financial institutions, providing high switching costs and a strong moat. 2. Growth is stronger than the share price suggests. H1 2026 delivered organic revenue growth of 8.4 %, adjusted EBITDA +14.1 %, adjusted EPS +17.2 %, and equity FCF/share +37 %. At the same time, management raised the 2026 guidance to 7.0–7.5 % organic growth and approx. +100 bp EBITDA margin improvement. 3. AI could become a tailwind rather than a disruption. In my assessment, this is the most important part of the case. AI models need reliable, structured, real-time financial data. LSEG owns precisely that type of data and distribution infrastructure. Over 200 clients are already engaged with LSEG Everywhere, and AI Search had 17,000 active users at H1. At the same time, LSEG works with Microsoft, Google, Amazon, OpenAI, Anthropic, Databricks, and Snowflake, among others. This makes LSEG fundamentally different from, for example, an information company where AI can simply copy the user experience. Bloomberg/Refinitiv data, FTSE Russell indices, clearing data, pricing, real-time feeds, and regulatory financial infrastructure are more difficult to commoditize. 4. A large part of the earnings is very sticky. Subscription ASV grew 6.1 %, and revenue retention was 92.8 %. At the same time, FTSE Russell is growing +9.1 %, Risk Intelligence +9.7 %, and Markets +11.9 %. Thus, this is not a single growth driver. 5. Operating leverage is beginning to feed through. H1 adjusted EBITDA margin reached 52.7 % compared to 49.5 % the previous year. It is therefore possible to achieve ~7 % topline growth, but double-digit EPS/FCF-per-share growth. Management's 2027–29 target is mid/high-single-digit organic growth, further ~150 bp margin expansion, and double-digit CAGR in FCF/share. 6. Buybacks are substantial. LSEG bought back shares for £2.1 bn in H1 and plans another approx. £1.35 bn towards February 2027. At a lower share price, the same buybacks become more value-accretive per pound. LSEG And the price has become interesting. LSEG is trading this morning around £82.5, compared to a 52-week high of £101.40. LSE On adjusted consensus figures, 2026 EPS is around 478p and 2027 around 546p, which at £82.5 corresponds to approximately: 2026 P/E ~17.3x 2027 P/E ~15.1x At the same time, consensus expects roughly 14 % EPS growth in both 2026 and 2027. companyresearch.digitallook.com I believe this is very attractive for a company with LSEG's moat, recurring revenue, ~50 %+ EBITDA margin, strong FCF generation, and the potential for double-digit FCF/share growth.
·15.9.Europe's new EuroCTP consolidated equity tape went live on September 14, and LSEG distributes the feed from day one through its Data & Analytics products, among others. It collects real-time data from approximately 130 European trading venues into one feed.- ·11.9.OpenAI launched ChatGPT for Financial Services, where LSEG data and LSEG News are directly integrated along with, among others, PitchBook and Daloopa. This is precisely the type of distribution channel LSEG wants: AI becomes a new interface, but LSEG provides the data underneath.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q3 - tulosraportti
22 päivää sitten
‧1 t 7 min
0,55 GBP/osake
Viimeisin osinko
1,64%Tuotto/v
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·25.9. · MuokattuWhy is LSEG interesting now? 1. It is much more than the London Stock Exchange. LSEG has become a global financial infrastructure and data company with Data & Analytics, FTSE Russell, Risk Intelligence, and Markets. The products are embedded deep within the workflows of banks, asset managers, exchanges, and other financial institutions, providing high switching costs and a strong moat. 2. Growth is stronger than the share price suggests. H1 2026 delivered organic revenue growth of 8.4 %, adjusted EBITDA +14.1 %, adjusted EPS +17.2 %, and equity FCF/share +37 %. At the same time, management raised the 2026 guidance to 7.0–7.5 % organic growth and approx. +100 bp EBITDA margin improvement. 3. AI could become a tailwind rather than a disruption. In my assessment, this is the most important part of the case. AI models need reliable, structured, real-time financial data. LSEG owns precisely that type of data and distribution infrastructure. Over 200 clients are already engaged with LSEG Everywhere, and AI Search had 17,000 active users at H1. At the same time, LSEG works with Microsoft, Google, Amazon, OpenAI, Anthropic, Databricks, and Snowflake, among others. This makes LSEG fundamentally different from, for example, an information company where AI can simply copy the user experience. Bloomberg/Refinitiv data, FTSE Russell indices, clearing data, pricing, real-time feeds, and regulatory financial infrastructure are more difficult to commoditize. 4. A large part of the earnings is very sticky. Subscription ASV grew 6.1 %, and revenue retention was 92.8 %. At the same time, FTSE Russell is growing +9.1 %, Risk Intelligence +9.7 %, and Markets +11.9 %. Thus, this is not a single growth driver. 5. Operating leverage is beginning to feed through. H1 adjusted EBITDA margin reached 52.7 % compared to 49.5 % the previous year. It is therefore possible to achieve ~7 % topline growth, but double-digit EPS/FCF-per-share growth. Management's 2027–29 target is mid/high-single-digit organic growth, further ~150 bp margin expansion, and double-digit CAGR in FCF/share. 6. Buybacks are substantial. LSEG bought back shares for £2.1 bn in H1 and plans another approx. £1.35 bn towards February 2027. At a lower share price, the same buybacks become more value-accretive per pound. LSEG And the price has become interesting. LSEG is trading this morning around £82.5, compared to a 52-week high of £101.40. LSE On adjusted consensus figures, 2026 EPS is around 478p and 2027 around 546p, which at £82.5 corresponds to approximately: 2026 P/E ~17.3x 2027 P/E ~15.1x At the same time, consensus expects roughly 14 % EPS growth in both 2026 and 2027. companyresearch.digitallook.com I believe this is very attractive for a company with LSEG's moat, recurring revenue, ~50 %+ EBITDA margin, strong FCF generation, and the potential for double-digit FCF/share growth.
- ·15.9.Europe's new EuroCTP consolidated equity tape went live on September 14, and LSEG distributes the feed from day one through its Data & Analytics products, among others. It collects real-time data from approximately 130 European trading venues into one feed.
- ·11.9.OpenAI launched ChatGPT for Financial Services, where LSEG data and LSEG News are directly integrated along with, among others, PitchBook and Daloopa. This is precisely the type of distribution channel LSEG wants: AI becomes a new interface, but LSEG provides the data underneath.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 25.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 22.10. | ||
2026 H1 - tulosraportti 30.7. | ||
2026 Q1 - tulosraportti 23.4. | ||
2025 H2 - tulosraportti 26.2. | ||
2025 Q3 - tulosraportti 23.10.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q3 - tulosraportti
22 päivää sitten
‧1 t 7 min
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q4 - tulosraportti 25.2.2027 |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q3 - tulosraportti 22.10. | ||
2026 H1 - tulosraportti 30.7. | ||
2026 Q1 - tulosraportti 23.4. | ||
2025 H2 - tulosraportti 26.2. | ||
2025 Q3 - tulosraportti 23.10.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
0,55 GBP/osake
Viimeisin osinko
1,64%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·25.9. · MuokattuWhy is LSEG interesting now? 1. It is much more than the London Stock Exchange. LSEG has become a global financial infrastructure and data company with Data & Analytics, FTSE Russell, Risk Intelligence, and Markets. The products are embedded deep within the workflows of banks, asset managers, exchanges, and other financial institutions, providing high switching costs and a strong moat. 2. Growth is stronger than the share price suggests. H1 2026 delivered organic revenue growth of 8.4 %, adjusted EBITDA +14.1 %, adjusted EPS +17.2 %, and equity FCF/share +37 %. At the same time, management raised the 2026 guidance to 7.0–7.5 % organic growth and approx. +100 bp EBITDA margin improvement. 3. AI could become a tailwind rather than a disruption. In my assessment, this is the most important part of the case. AI models need reliable, structured, real-time financial data. LSEG owns precisely that type of data and distribution infrastructure. Over 200 clients are already engaged with LSEG Everywhere, and AI Search had 17,000 active users at H1. At the same time, LSEG works with Microsoft, Google, Amazon, OpenAI, Anthropic, Databricks, and Snowflake, among others. This makes LSEG fundamentally different from, for example, an information company where AI can simply copy the user experience. Bloomberg/Refinitiv data, FTSE Russell indices, clearing data, pricing, real-time feeds, and regulatory financial infrastructure are more difficult to commoditize. 4. A large part of the earnings is very sticky. Subscription ASV grew 6.1 %, and revenue retention was 92.8 %. At the same time, FTSE Russell is growing +9.1 %, Risk Intelligence +9.7 %, and Markets +11.9 %. Thus, this is not a single growth driver. 5. Operating leverage is beginning to feed through. H1 adjusted EBITDA margin reached 52.7 % compared to 49.5 % the previous year. It is therefore possible to achieve ~7 % topline growth, but double-digit EPS/FCF-per-share growth. Management's 2027–29 target is mid/high-single-digit organic growth, further ~150 bp margin expansion, and double-digit CAGR in FCF/share. 6. Buybacks are substantial. LSEG bought back shares for £2.1 bn in H1 and plans another approx. £1.35 bn towards February 2027. At a lower share price, the same buybacks become more value-accretive per pound. LSEG And the price has become interesting. LSEG is trading this morning around £82.5, compared to a 52-week high of £101.40. LSE On adjusted consensus figures, 2026 EPS is around 478p and 2027 around 546p, which at £82.5 corresponds to approximately: 2026 P/E ~17.3x 2027 P/E ~15.1x At the same time, consensus expects roughly 14 % EPS growth in both 2026 and 2027. companyresearch.digitallook.com I believe this is very attractive for a company with LSEG's moat, recurring revenue, ~50 %+ EBITDA margin, strong FCF generation, and the potential for double-digit FCF/share growth.
- ·15.9.Europe's new EuroCTP consolidated equity tape went live on September 14, and LSEG distributes the feed from day one through its Data & Analytics products, among others. It collects real-time data from approximately 130 European trading venues into one feed.
- ·11.9.OpenAI launched ChatGPT for Financial Services, where LSEG data and LSEG News are directly integrated along with, among others, PitchBook and Daloopa. This is precisely the type of distribution channel LSEG wants: AI becomes a new interface, but LSEG provides the data underneath.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä |
|---|---|---|
| - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastoja ja ETF:iä jotka omistavat osaketta
Asiakkaat katsoivat myös
Välittäjätilasto
Dataa ei löytynyt