2Wk·

Anthropic beats Wolters Kluwer

$WKL (-1.07%) is getting a good beating today and briefly slips below € 60. Price alert triggered and automatic buy order pulled. Why is the price falling so sharply?

Anthropic presented its new AI agents yesterday, which are primarily aimed at the financial world.

https://investrends.ch/aktuell/news/anthropic-stosst-in-die-wall-street-vor-mit-zehn-ki-agenten-und-einem-1-5-milliarden-joint-venture/

The market probably sees providers such as $WKL (-1.07%) as the losers. We'll see if that's the case. I'll take the 10% dip and reduce my equity, time will tell whether that was a mistake.

investrends.chAnthropic erobert die Wall Street – und setzt Banken, Datenanbieter und Berater gleichzeitig unter Druck

10 Comments

Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

2Wk

It is clear that AI is disrupting recognized gold standard databases for verified specialist information that is not freely available.😂 Sooner or later, the topic of "All AI players need subscription models with these data holders to create a more valid, well-founded database" will probably become apparent from my point of view. I'll just sit back and relax.😌

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jkb92@jkb92

1Wk

@Get_Rich_or_Die_Tryin see it the same way. As a lawyer, I can say that the legal AI Libra is probably the best available for the German market right now and the data (especially commentary literature) will not be freely available in 1000 cold winters. I have now added a first tranche to my portfolio.

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Keineui@Keineui

1Wk

@jkb92 My EK is 65. Last week, another buy order was triggered at € 58.50 and lowered my EK. I have also only received very good feedback from Libra from my circle of lawyer friends

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Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

1Wk

@Keineui My equity is ~€63. I continue to stock up here regularly. Every corner of LLMs and AI is about proprietary data, who if not companies like $WKL, $REL, $INTU, $NOW are sitting on mountains of it?! That's the question I always ask myself. In my view, nothing is being disrupted here at all, but rather benefiting in the long term.🤷🏼‍♂️

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Valuise@Valuise

2Wk

This was certainly also the reason why $INTU Intuit fell so much yesterday...

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He-Man D.@He-Man

2Wk

Attention! There were also quarterly figures today!

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Luca@value_visionary_211

2Wk

@He-Man could not find anything on the quarterly figures so far

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Dividendenopi👴@Dividendenopi

2Wk

@value_visionary_211 The report is available on the company's IR pages. Despite the decline in turnover, which is more due to currency effects, the rest of the company does not look as bad as the share price would suggest. The AI spectre is therefore still haunting their headquarters.

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Luca@value_visionary_211

2Wk

@Dividendenopi I've just seen it too, as you said, not so bad in itself. Unfortunately, I'm afraid that the price will probably remain quite fragile and it will take some time before it goes up again.

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Solitair@Solitair

2Wk

@value_visionary_211 copy-paste from trade Republic:

Wolters Kluwer increases Q1 revenues organically by 5 percent, confirms annual outlook for 2026
Wednesday, 06.05.2026 08:03
Source: reuters.com
* Wolters Kluwer NV confirms 2026 outlook; first-quarter revenue up 5 percent organically, up 4 percent in constant currencies, down 3 percent in reporting currency due to 7 percent negative currency effect

* Recurring revenues (85 percent of revenues) up 7 percent organically; non-recurring revenues (15 percent) down 5 percent organically; cloud software (23 percent) up 14 percent organically, print (4 percent)

organic growth burdened by 130 basis points.

* Adjusted operating profit in the first quarter in constant currencies up 11 percent; adjusted free cash flow in constant currencies up 15 percent, boosted by working capital timing, which is expected to reverse in the coming quarters.

* Net debt as at March 31, EUR 3,788 billion after EUR 4,024 billion at the end of 2025; net debt/EBITDA 1.9x after 2.0x.

* Share buyback 2026: 2,300,000 shares bought back for 164 million euros by May 4; dividend for 2025 to rise to 2.52 euros per share, final dividend 1.59 euros per share.

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