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BARC: Modest Wealth Expansion Plans Will Support A Balanced Future Outlook

Barclays Analyst Raises Price Target Amid Improved Outlook and Modest Valuation Adjustments

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BARC
AnalystConsensusTarget
Not Invested
Published 07 Nov 2024

Update shared on 19 Dec 2025

Fair value Increased 1.47%
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Analysts have raised their price target for Barclays slightly to reflect a modest uptick in fair value, supported by incremental improvements in projected revenue growth, profit margins, and future earnings multiples.

What's in the News

  • Priority Technology Holdings appointed Barclays as financial advisor to a committee of independent and disinterested directors overseeing strategic matters, underscoring ongoing demand for Barclays advisory capabilities (company announcement).
  • Barclays is considering a bid for UK wealth manager Evelyn Partners, with non binding offers reportedly due 10 December 2025 and a potential valuation above £2.5 billion. This could significantly expand its presence in the mass affluent segment if a deal proceeds (Reuters).
  • Competition for acquiring Evelyn Partners remains strong, with NatWest Group, Lloyds, and Royal Bank of Canada also reported as interested parties. This adds uncertainty around Barclays chances of securing the asset (Reuters).

Valuation Changes

  • The fair value estimate has risen slightly from 4.54 to 4.61, reflecting a modestly more optimistic view of intrinsic value.
  • The discount rate has edged down marginally from 8.45 percent to 8.45 percent, implying a very small reduction in perceived risk or required return.
  • The revenue growth assumption has increased slightly from 7.63 percent to 7.64 percent, indicating a minor upgrade to top-line expectations.
  • The net profit margin forecast has risen marginally from 24.48 percent to 24.49 percent, pointing to a small improvement in anticipated profitability.
  • The future P/E multiple has increased slightly from 9.50x to 9.63x, suggesting a modest expansion in the valuation investors are expected to pay for earnings.

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