Stock Movers London Stock Exchange Group Rises, Engie Jumps, Schneider Electric Gains
Feb 26, 2026
Market movers include a major exchange lifting guidance and unveiling a £3 billion buyback. A French utility makes a bold move into UK power networks with a multi‑billion pound deal. An electrical equipment maker posts steady results and a cautious but solid outlook. Discussion also covers AI risks to data businesses and booming data center orders driving future sales.
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LSEG Rally Driven By Buyback And Dividend
- London Stock Exchange Group boosted shares by issuing strong guidance, raising the dividend, and announcing a £3 billion buyback after activist pressure from Elliott.
- Management still faces an AI risk: data products (half revenue) could be displaced unless LSEG clarifies how it will benefit from AI.
Demand Clarity On LSEG's AI Strategy
- Investors should watch LSEG's strategy on AI and data distribution as a potential threat to half its revenue.
- Demand clarity from management on how LSEG will be a beneficiary rather than a target of AI disruption.
Engie Expands With UK Power Networks Purchase
- Engie shares jumped after agreeing to buy UK Power Networks for £10.5 billion to expand regulated power distribution assets.
- Analysts praised the deal as reasonably priced and improving both earnings quality and quantity for Engie.