UBS Reiterates RELX PLC

UBS reiterated a "Buy" rating for RELX PLC (NYSE:RELX) on October 17, 2025, setting an average one-year price target of $60.79, which implies a 34.40% upside from its last reported closing price. This positive analyst sentiment is supported by projected annual revenue growth of 7.04% to $10,205MM and a non-GAAP EPS of $1.35. Institutional investor sentiment remains bullish, evidenced by an increase in the number of funds holding RELX, a 0.60% rise in total institutional shares, and a low put/call ratio of 0.03.

Analysis

UBS has reiterated a "Buy" recommendation for RELX PLC (NYSE:RELX) on October 17, 2025, setting an average one-year price target of $60.79 per share. This target implies a significant 34.40% upside from the latest reported closing price of $45.23, reflecting strong analyst conviction in the company's future performance. The forecast range extends from $52.92 to $78.90, indicating a broad but generally positive outlook.

The positive outlook is underpinned by solid fundamental projections, including an anticipated annual revenue of $10,205 million, representing a 7.04% year-over-year increase. Additionally, the projected annual non-GAAP EPS stands at $1.35, suggesting healthy profitability. These figures support the analyst's bullish stance and provide a quantitative basis for the price target.

Overall institutional sentiment for RELX appears moderately positive, with the put/call ratio at a bullish 0.03. The number of funds reporting positions increased by 4.43% (25 owners) last quarter, and total institutional shares owned rose by 0.60% to 87,044K shares over the last three months. However, while average portfolio weight in RELX increased by 1.81% to 0.19%, there's mixed individual institutional activity, with major holders like Bank of America and Goldman Sachs decreasing their allocations by 15.48% and 13.53% respectively, while Ameriprise Financial increased its allocation by 7.56%.

Key Decisions for Investors

• Investors should consider the significant 34.40% implied upside from UBS's reiterated "Buy" rating and the positive fundamental projections of 7.04% revenue growth and $1.35 non-GAAP EPS.
• It is prudent to monitor the mixed institutional positioning, noting the decreases in portfolio allocation by major holders like Bank of America and Goldman Sachs despite an overall increase in total institutional shares.
• Given the bullish put/call ratio of 0.03, investors may want to assess options strategies that align with a positive outlook, while remaining aware of potential short-term volatility from varied institutional actions.