Securities Lending Revenue Momentum Continues Strong Into Early 2026

Industry data released recently shows that the securities lending markets started 2026 with strong revenue growth, maintaining the momentum seen through late 2025. According to global lending activity reports, January 2026 revenues reached approximately $1.24 billion, a year-over-year increase of more than 30 percent. 

This rise was driven by higher loan balances across equities and fixed income, with equities dominating the contribution and significant regional growth in APAC and EMEA markets. For stock loan participants this pattern suggests sustained demand for lendable inventory even as markets continue to navigate volatility and structure changes. Strong revenue performance typically translates into heightened activity in recall, term negotiation, and liquidity optimization workflows, signaling that borrowing strategies remain robust across major regions despite macro uncertainties.