Securities Lending Revenue Continues Strong Momentum In Early 2026

Industry data for January 2026 shows that securities lending activity kicked off the year with robust growth, generating $1.23 billion in revenues, up more than 30 percent year-on-year, according to S&P Global Market Intelligence. Growth was broad-based, with Asian equities showing particularly strong year-on-year increases and EMEA markets also delivering solid gains alongside rising average fees. Fixed income assets contributed meaningfully as well.

What this reflects is a persistent demand for lendable inventory across regions and asset classes. For stock loan professionals, revenue growth and rising balances suggest that borrow demand remains healthy, even as markets navigate volatility and shifting macro signals. This type of sustained activity implies that lenders who manage inventory effectively and adapt pricing dynamically are likely to benefit from continued structural demand for securities finance services well into 2026.