RELX Allocates 40% Revenue to Analytics, EPS Estimate Steady at $1.95
RELX shifts 40% of revenues to Business Services analytics with strong growth in Fraud & Identity and Insurance solutions, earning a Strong Buy rating. Consensus EPS estimate holds at $1.95 for 2026 as shares fall 41.9% over the past year.
1. Business Mix Shift to Analytics
RELX has rebalanced its business mix toward higher-growth analytics and decision tools, with its Business Services segment accounting for roughly 40% of total revenues.
2. Division Growth Performance
The company is seeing strong growth in its Financial Crime Compliance and Fraud & Identity solutions, while its Insurance solutions business also contributes significant revenue gains.
3. EPS Estimate and Stock Performance
Analysts maintain a consensus 2026 earnings estimate of $1.95 per share, unchanged over the past 30 days, even as shares have declined 41.9% over the previous year.