Update shared on04 Sep 2025
Barclays’ key valuation metrics, including Future P/E and revenue growth forecasts, remained largely stable, resulting in no meaningful change to the consensus analyst price target, which held at £4.07.
What's in the News
- Barclays commenced a new share repurchase program, authorized to buy back up to 10% of issued share capital, with shares to be held as treasury shares for various corporate purposes.
- The company repurchased 324.4 million shares (2.26%) for £1 billion under the buyback program announced in February 2025.
- Barclays issued earnings guidance, expecting income (Group NII excluding IB and Head Office) to exceed £12.5 billion in 2025, with Barclays UK NII above £7.6 billion; 2026 group total income guidance is around £30 billion.
- Barclays increased its interim dividend to 3.0p per ordinary share (from 2.9p) for H1 2025.
- Barclays signed a multi-year strategic agreement with S&P Global, expanding access to S&P’s data and solutions while contributing Barclays’ data to S&P’s pricing and valuation services.
Valuation Changes
Summary of Valuation Changes for Barclays
- The Consensus Analyst Price Target remained effectively unchanged, at £4.07.
- The Future P/E for Barclays remained effectively unchanged, moving only marginally from 9.20x to 9.34x.
- The Consensus Revenue Growth forecasts for Barclays remained effectively unchanged, at 6.3% per annum.
Disclaimer
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