Update shared on19 Sep 2025
Fair value Increased 1.15%Barclays’ consensus analyst price target saw a negligible increase from £4.07 to £4.11, as both the discount rate and future P/E multiple remained largely unchanged.
What's in the News
- TELUS Corporation retained Barclays as its lead financial advisor.
- Barclays commenced a new share repurchase program authorized to buy back up to 10% of its issued share capital, with specific price conditions and options regarding treasury shares.
- Barclays provided earnings guidance: 2025 Income (excluding IB and Head Office) expected above £12.5 billion (Barclays UK NII >£7.6 billion); 2026 group total income expected around £30 billion.
- Barclays announced an interim dividend increase to 3.0 pence per ordinary share (12.0 pence per ADS).
- Barclays, alongside Santander, is a leading contender to acquire Sabadell’s UK unit TSB, with Sabadell expected to select a buyer pending ongoing strategic decisions.
Valuation Changes
Summary of Valuation Changes for Barclays
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from £4.07 to £4.11.
- The Discount Rate for Barclays remained effectively unchanged, moving only marginally from 8.34% to 8.46%.
- The Future P/E for Barclays remained effectively unchanged, moving only marginally from 9.34x to 9.43x.
Disclaimer
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