伦敦证券交易所集团于周四同意以约35.4亿美元收购金融数据公司Octus。这是该集团自2019年收购路孚特以来最大的一笔收购，旨在巩固其在数据和分析领域的据点。
The London Stock Exchange Group on Thursday agreed to buy financial data firm Octus for about $3.54 billion, its biggest acquisition since the 2019 deal for Refinitiv as the group seeks to cement its stronghold in data and analytics.
路透社此前报道称，运营伦敦证券交易所和Tradeweb交易平台的伦敦证券交易所集团一直面临着维权投资者埃利奥特的压力，后者正推动投资组合变革，因为人工智能正在影响投资者和企业交易及使用数据的方式。
LSEG, which operates the London Stock Exchange and the Tradeweb marketplace, has been under pressure from activist investor Elliott, which is pushing for portfolio changes, Reuters previously reported, as AI affects how investors and businesses trade and use data.
埃利奥特于2月披露了对该集团的持股，其未立即回应就Octus交易所提出的置评请求。伦敦证券交易所集团此前曾表示，与埃利奥特“进行了良好、建设性的对话”。
Elliott, which disclosed a stake in the group in February, did not immediately respond to a request for comment on the Octus deal. LSEG has previously said that there had been “good, constructive dialogue with Elliott”.
在与私募股权公司Permira达成收购协议后，伦敦证券交易所集团首席执行官大卫·施维默在声明中表示：“将Octus领先的专有数据和情报与伦敦证券交易所集团的数据和分析业务相结合，将为我们的客户打造强大的产品组合，并进一步加速我们的增长。”消息公布后，伦敦证券交易所集团股价在早盘交易中上涨约2%。
DEALMAKING“Combining Octus’ leading proprietary data and intelligence with LSEG’s data and analytics business creates a powerful offering for our customers, and further accelerates our growth,” LSEG CEO David Schwimmer said in a statement after agreeing the deal with private equity firm Permira. LSEG shares were up about 2% in early trading following the announcement.
Octus雇用了记者、分析师和法律专家，为银行和投资者提供有关信贷市场的信息，重点关注陷入财务困境的公司。
Octus employs journalists, analysts and legal experts to provide information on credit markets, with a focus on companies in financial distress, for banks and investors.
伦敦证券交易所集团表示，Octus的产品组合和客户覆盖范围与其现有的固定收益产品“高度互补”，从而使其能够扩大在该市场的服务。
LSEG said Octus’ product set and customer coverage “are highly complementary” to its existing fixed-income products, allowing it to expand its services in that market.
该公司一直在大力投资其分析业务，并与OpenAI和Anthropic等人工智能公司合作，以推出人工智能工具并授权使用其专有数据。
The company has been heavily investing in its analytics business and partnering with AI firms, including OpenAI and Anthropic, to roll out AI tools and license its proprietary data.
2019年，该公司同意以27亿美元从路透社母公司汤森路透手中收购路孚特，以帮助其成为市场数据的主要分销商和创造者。
In 2019, it agreed to buy Refinitiv for $27 billion from Reuters parent Thomson Reuters TRI.TO, to help it become a major distributor as well as a creator of market data.
由于担心人工智能可能会颠覆其金融数据业务并挤压利润率，从而打击了股价，伦敦证券交易所集团今年以来的股价大致持平，比2025年2月的峰值低约26%。
UNDER PRESSURE Shares in LSEG are roughly flat this year and about 26% below their February 2025 peak as fears that AI could disrupt its financial data business and squeeze margins hit the stock.
不过，在第三季度业绩超出分析师预期后，该公司于周四上调了2026年营收展望，并预测按固定汇率计算，扣除收回款项后的有机总收入将至少增长8%。
However, the company on Thursday raised its outlook for 2026 revenue, and forecast organic total income excluding recoveries to grow at least 8% at constant currencies after beating analysts’ expectations for the third quarter.
本月早些时候，在伦敦证券交易所集团证实正在就收购Octus进行谈判后，其股价曾一度下跌，但花旗集团分析师周四表示，这笔交易具有强有力的逻辑基础和利好的财务状况。
Shares had fallen earlier this month after LSEG confirmed talks over Octus, but Citi analysts on Thursday said the deal had a strong rationale and supportive financials.
伦敦证券交易所集团表示，Octus收购案将通过外部债务融资。该公司还表示，预计该收购在完成后的第一个完整财年对调整后收益的影响将保持中性，此后将增厚收益。
The Octus deal will be financed by external debt, LSEG said. It also said the acquisition was expected to be neutral to adjusted earnings in the first full year after completion and to add to earnings thereafter.
伦敦证券交易所集团是路透社的最大客户，路透社为其Workspace新闻和数据平台及其他产品提供新闻。
LSEG is the largest customer of Reuters, which provides news for its Workspace news and data platform and other products.