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FTSE 100 movers: Software stocks rally; NatWest down after results
(Sharecast News) - London's FTSE 100 was flat at 10,399.18 in afternoon trade on Friday. Relx, Experian and LSEG were among the top performers, having been caught up recently in the selloff fuelled by worries about AI.
Defence firm Rolls-Royce and BAE Systems were both higher. BAE is due to release full-year results next Wednesday.
On the downside, Flutter Entertainment tumbled after US online betting company DraftKings' 2026 outlook for sales and profit missed expectations, sending the shares sharply lower.
NatWest slumped despite reporting a better-than-expected increase in full-year profits and lifting performance targets.
Pre-tax operating profit in the 12 months to December jumped 24.4% to £7.7bn, beating the £7.5bn company-compiled forecast. The lender also announced a £750m share buyback for the first half of 2026.
NatWest stretched its outlook for a return on tangible equity - a key industry measure - out to 2028, targeting more than 18% by the end of that year, up from previous guidance of greater than 15% in 2027. For this year it is set to be greater than 17%.
Matt Britzman, senior equity analyst at Hargreaves Lansdown, said: "Investors should be pleased with these results, but there'll still be a lingering question mark around the price being paid for the Evelyn Partners deal that sent shares tumbling earlier in the week.
"Buybacks are still on the cards, but at a reduced level for the time being. The push for lucrative non-interest income shouldn't come as a surprise, and while the price may feel lofty, the strategic rationale looks solid."
Other banks were also weaker, with Lloyds, Barclays and HSBC all down.
FTSE 100 - Risers
Relx plc (REL) 2,199.00p 7.16% Experian (EXPN) 2,550.00p 5.90% Rolls-Royce Holdings (RR.) 1,274.50p 3.96% 3i Group (III) 3,387.00p 3.61% Pershing Square Holdings Ltd NPV (PSH) 4,516.00p 3.06% Halma (HLMA) 3,846.00p 2.78% London Stock Exchange Group (LSEG) 7,714.00p 2.58% BAE Systems (BA.) 1,974.00p 2.55% Melrose Industries (MRO) 638.40p 2.47% Tesco (TSCO) 486.90p 2.38%
FTSE 100 - Fallers
Flutter Entertainment (DI) (FLTR) 9,750.00p -7.10% NATWEST GROUP (NWG) 570.20p -4.17% Prudential (PRU) 1,041.50p -3.79% Lloyds Banking Group (LLOY) 99.00p -3.32% Barclays (BARC) 449.15p -3.12% HSBC Holdings (HSBA) 1,236.20p -2.40% Entain (ENT) 582.60p -2.12% Smurfit Westrock (DI) (SWR) 3,705.00p -1.98% Barratt Redrow (BTRW) 386.30p -1.70% Rio Tinto (RIO) 7,091.00p -1.66%
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