London Stock Exchange

After a strong first half, London Stock Exchange raised its adjusted revenue guidance to a 7–7.5% increase and is targeting an adjusted EBITDA margin one percentage point higher. Operating revenues rose, on an adjusted basis, 8.4% in the first half to just under £4.8bn; adjusted operating profit increased 14% to around £2.5bn and the margin climbed to 52.7%. The interim dividend was slightly increased and further share buybacks were announced, but investors judged the targets too conservative, sending the shares sharply lower. » More on finanzen.net

The London Stock Exchange Group plans to enable almost continuous trading from Monday to Friday with the new platform LSE 24, aiming to provide international investors across time zones with greater flexibility and liquidity. LSE 24 will be operated separately from the main market, whose trading hours will remain unchanged. Customer testing is scheduled through the end of 2026, and exchange-traded products are to be introduced as the first asset class in the first half of 2027, subject to regulatory approval. » More on finanzen.net

The London Stock Exchange Group share fell about 3.5% to 8,652 pence after Rothschild Redburn cut its rating from “Buy” to “Neutral” and lowered the price target from £120 to £104. Analysts warned that AI-driven workflows could disintermediate up to roughly 30% of the group’s EBITDA and materially downgraded medium-term EPS and revenue growth expectations. The decline is largely company-specific, as the FTSE 100 was little changed on the day, and it overshadows LSEG’s previously strong Q1 numbers. » More on de.investing.com