Narrative Update on Barclays: Analyst Price Target Revision
Analysts have marginally increased their price target for Barclays, raising it from £4.16 to approximately £4.17. This change is attributed to subtle improvements in revenue growth projections and profitability metrics.
What's in the News
- TELUS Corporation retained Barclays as its lead financial advisor (Client Announcements)
- Barclays PLC commenced share repurchases as approved by shareholders, authorizing up to 1,436,786,392 shares to be repurchased, representing 10% of issued share capital (Buyback Transaction Announcements)
- Barclays provided earnings guidance, expecting group total income of around £30 billion for 2026 and group NII excluding IB and Head Office to be above £12.5 billion for 2025 (Corporate Guidance, New/Confirmed)
- The company announced a half-year dividend of 3.0 pence per ordinary share, to be paid on September 16, 2025 (Dividend Increases)
- Barclays completed share repurchases totaling 324,428,384 shares (2.26%) for £1,000 million as part of its ongoing buyback program (Buyback Tranche Updates)
Valuation Changes
- Fair Value has risen slightly from £4.16 to £4.17.
- Discount Rate increased marginally from 8.40% to 8.41%.
- Revenue Growth projections edged up from 6.63% to 6.66%.
- Net Profit Margin saw a minimal increase from 23.77% to 23.79%.
- Future P/E ratio is nearly unchanged, moving from 9.30x to 9.31x.
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AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.