Analysts have slightly raised their price target for Barclays to £4.16, citing improved outlooks on revenue growth and profit margins.
What's in the News
- Barclays PLC commenced a share repurchase program on July 30, 2025, with authorization to buy back up to 10% of its issued share capital, following shareholder approval at the Annual General Meeting (Key Developments).
- The company completed the repurchase of 324,428,384 shares, representing 2.26% of share capital, for £1,000 million under the buyback announced on February 14, 2025 (Key Developments).
- Barclays provided earnings guidance, expecting group total income of approximately £30 billion for 2026, and greater than £12.5 billion Income, Group NII excluding IB and Head Office for 2025 (Key Developments).
- The bank announced a dividend of 3.0 pence per ordinary share for the half year ended June 30, 2025. This dividend is payable on September 16, 2025 (Key Developments).
- S&P Global and Barclays signed a new multi-year strategic agreement. Through this agreement, Barclays will have access to an expanded suite of S&P Global products, data, and solutions to support its businesses (Key Developments).
Valuation Changes
- The consensus analyst price target has risen slightly from £4.11 to £4.16.
- The discount rate has decreased modestly, moving from 8.46% to 8.40%.
- The revenue growth outlook has improved, increasing from 6.37% to 6.63%.
- The net profit margin projection has risen a bit, from 23.40% to 23.77%.
- The future P/E ratio estimate has edged down from 9.43x to 9.30x.
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