Barclays PLC

NYSE:BCS Lagerbericht

Marktkapitalisierung: US$80.4b

Barclays Management

Management Kriterienprüfungen 2/4

Barclays CEO ist Venkat Venkatakrishnan , ernannt in Nov 2021, hat eine Amtszeit von 4.5 Jahren. Die jährliche Gesamtvergütung beträgt £15.05M , bestehend aus 13.7% Gehalt und 86.3% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.036% der Aktien des Unternehmens, im Wert von $29.00M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 8.1 Jahre bzw. 4.3 Jahre.

Wichtige Informationen

Venkat Venkatakrishnan

Geschäftsführender

UK£15.0m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts13.71%
Amtszeit als Geschäftsführer4.5yrs
Eigentum des Geschäftsführers0.04%
Durchschnittliche Amtszeit des Managements8.1yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder4.3yrs

Jüngste Management Updates

Recent updates

Seeking Alpha • May 19

Barclays: Buy Retained, External Factors Reduce Upside Confidence

Summary Barclays PLC delivered a Q1 2026 pre-tax profit nearly in line with consensus, despite material one-off charges. Barclays UK missed pre-tax profit consensus by ~6% due to higher operating costs, but management maintains guidance for FY26E expenses below FY25 levels. Management appears overly optimistic on bad debt provisions, with risks from the Iran war underappreciated. With Barclays trading at a modest premium to NTA, continued progress towards a 14% RoTE target provides solid upside potential, even allowing for higher macro risks. Read the full article on Seeking Alpha
Seeking Alpha • Apr 25

Barclays: Deposit-To-Loan And Credit Cycle Obstacles Have Emerged

Summary Barclays' ADRs trade below book value despite a near 60% year-on-year increase. Although tempted by the asset, we think structural risks have emerged that could create a value trap. Net interest income faces headwinds due to softened deposits and stalled loan commitments, potentially impacting Barclays' financials by late 2025. Despite a strong liquidity coverage ratio and non-cyclical performance from wealth management, we think the bank's NII risk remains underestimated. The bank's dividend profile is commendable, and its price returns show an ability to create holistic shareholder value. However, max drawdown and VaR metrics show that cyclical declines are severe. We maintain a 'Hold' outlook on Barclays. Read the full article on Seeking Alpha
Seeking Alpha • Feb 14

Barclays Q4 Results: Backing Out After 20%+ Gain

Summary Barclays PLC's Q4 results showed a 24.3% increase in total income, driven by strong performance in UK and Investment Banking, despite a 4% ADR drop. Concerns arise from Barclays UK's credit headwinds, declining mortgage rates, and rising delinquencies, impacting lending and depository environment. Investment Banking's future is uncertain, but potential M&A and IPO rebounds, along with fixed-income opportunities, could mitigate trading revenue risks. Given fundamental headwinds in UK consumer and corporate debt segments, I downgrade Barclays' ADRs from 'buy' to 'hold.'. Read the full article on Seeking Alpha
Seeking Alpha • Dec 20

Barclays: Still Trading At 0.6x 2026 Book Value

Summary Barclays remains a high-conviction pick, outperforming peers in 2024, trading at ~0.6x 2026 TBV despite a 70% YTD increase. The bank targets a +12% RoTE by 2026, focusing on high-return UK segments and cost efficiency, driving current outperformance. Analysts projections expect Barclays to meet cost-income targets but fall short on RoTE due to lower revenue growth; current valuation reflects a discount to U.S. peers. Key risks include macroeconomic crises, litigation, and execution failures, but BCS' resilient business model and buyback program support a Strong Buy rating. Read the full article on Seeking Alpha
Seeking Alpha • Nov 01

Barclays: On Track For Super-Charged Shareholder Returns

Summary Barclays stock is poised for significant upside, supported by strong Q3 results, a cheap valuation, and improving commercial momentum. The bank's Q3 performance exceeded expectations with strong revenue and earnings growth, highlighting operational discipline and strategic hedging initiatives. Barclays aims for £30 billion in revenue by 2026 and plans to return $10 billion to shareholders, promising substantial equity yield. I now estimate Barclays' U.S. ADR fair value at $33 per share, driven by revised EPS projections and an ongoing positive outlook for investment banking fees. Read the full article on Seeking Alpha
Seeking Alpha • Oct 25

Barclays: Value Or Trap Following Q3 Earnings?

Summary Barclays PLC has shown improved financial performance in Q3 2024, but revenue and earnings growth may be challenging due to the expected declining interest rate environment. The bank's valuation remains low, trading at around 0.6x book value, reflecting structural issues and a more cyclical business mix compared to peers. Barclays' strategy includes streamlining operations, focusing on higher growth areas, and improving efficiency, but more aggressive steps are needed for a potential re-rating. Despite positive earnings and a strong capital position, Barclays' shares do not offer much value for long-term investors given current market conditions and profitability challenges. Read the full article on Seeking Alpha
Seeking Alpha • Aug 28

Barclays: Still Undervalued With Fundamental Resilience

Summary Barclays PLC's stock price has surged since our latest coverage in October 2022, but a changing interest rate environment necessitates a revised outlook. Recent results show a decline in group income. I believe retail and corporate banking might underperform toward the back end of 2024 and early 2025. Despite my concerns about Barclays' net interest income, key metrics suggest that the firm's investment banking unit might spike. Moreover, private banking and wealth management can provide sustainable growth. A residual income model deems Barclays' stock undervalued, and a bird's-eye observation suggests the bank's dividend profile is respectable. Read the full article on Seeking Alpha
Seeking Alpha • Aug 12

Barclays: Heading In The Right Direction

Summary Barclays reported a solid set of 2Q24 numbers, upgrading FY24E net interest income guidance and announcing a further £750m share buyback. Management is happy with the early progress towards the FY26 financial targets announced earlier this year. Consensus forecasts for FY26E imply significant share price upside, but should be taken with a healthy pinch of salt. The Barclays share price has performed well in recent months and has sufficient potential for further gains to support the maintenance of a Buy rating. Read the full article on Seeking Alpha
Seeking Alpha • May 20

Barclays: Well On Track To Deliver On The Triple-Digit Upside

Summary Barclays delivered a solid set of Q1 results, generating £7.0 billion in revenues, and £2.3 billion in pre-tax profits after impairment. Together with Q1 results, Barclays also shared a corporate strategy update and guided for a ROTE of >10% in 2024 and <12% in 2025. If ROTE guidance is correct, then BCS shares are undoubtedly cheap at about 0.5 P/B, and the stock may deserve a re-rating. The thesis of a cheap valuation is further underscored by Barclays' ambition to return about $12.5 billion of capital to investors over the next 3 years. I reiterate a "Strong Buy" rating for BCS shares, while I raise my base case target price to $29.5. Read the full article on Seeking Alpha

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Venkat Venkatakrishnan im Vergleich zu den Einnahmen von Barclays verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Mar 31 2026n/an/a

UK£6b

Dec 31 2025UK£15mUK£2m

UK£6b

Sep 30 2025n/an/a

UK£6b

Jun 30 2025n/an/a

UK£6b

Mar 31 2025n/an/a

UK£6b

Dec 31 2024UK£12mUK£3m

UK£5b

Sep 30 2024n/an/a

UK£4b

Jun 30 2024n/an/a

UK£4b

Mar 31 2024n/an/a

UK£4b

Dec 31 2023UK£5mUK£3m

UK£4b

Sep 30 2023n/an/a

UK£5b

Jun 30 2023n/an/a

UK£6b

Mar 31 2023n/an/a

UK£5b

Dec 31 2022UK£5mUK£3m

UK£5b

Sep 30 2022n/an/a

UK£5b

Jun 30 2022n/an/a

UK£5b

Mar 31 2022n/an/a

UK£6b

Dec 31 2021UK£3mUK£450k

UK£6b

Vergütung im Vergleich zum Markt: VenkatDie Gesamtvergütung ($USD20.22M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD14.80M).

Entschädigung vs. Einkommen: VenkatDie Bezüge der Mitarbeiter sind im vergangenen Jahr um mehr als 20 % gestiegen.

Geschäftsführer

Venkat Venkatakrishnan (59 yo)

4.5yrs
Amtszeit
UK£15,045,000
Vergütung

Mr. Coimbatore Sundararajan Venkatakrishnan, also known as Venkat, serves as Group Chief Executive and Executive Director at Barclays PLC and Barclays Bank PLC since November 1, 2021. He is CEO at Barclays...

Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Coimbatore Venkatakrishnan
Group CEO & Executive Director4.5yrsUK£15.05m0.036%
$ 29.0m
Angela Cross
Group Finance Director & Executive Director4.1yrsUK£8.97m0.0078%
$ 6.2m
Craig Bright
Group Co-COO & Barclays Execution Services Co-CEOless than a yearkeine Datenkeine Daten
Anne Darling
Group Co-COO and Barclays Execution Services Co-CEOless than a yearkeine Datenkeine Daten
Stephen Shapiro
Group General Counsel5.8yrskeine Datenkeine Daten
Matthew Fitzwater
Group Chief Compliance Officerno datakeine Datenkeine Daten
James Lundie
Managing Director and Head of Corporate Communications11.1yrskeine Datenkeine Daten
Tristram Roberts
Group Human Resources Director10.4yrskeine Datenkeine Daten
Jeffrey Peek
Vice Chairman of Investment Banking Division15.7yrskeine Datenkeine Daten
Sasha Wiggins
Chief Executive Officer of Private Bank & Wealth Managementno datakeine Datenkeine Daten
Philip Bowkley
Head of International Corporate Banking10.4yrskeine Datenkeine Daten
Mike Rigby
Head of Business Services - Corporate Banking13.6yrskeine Datenkeine Daten
8.1yrs
Durchschnittliche Betriebszugehörigkeit
59yo
Durchschnittliches Alter

Erfahrenes Management: Das Managementteam von BCS ist erfahren und erfahren (durchschnittliche Amtszeit von 8.1 Jahren).

Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Coimbatore Venkatakrishnan
Group CEO & Executive Director4.5yrsUK£15.05m0.036%
$ 29.0m
Angela Cross
Group Finance Director & Executive Director4.1yrsUK£8.97m0.0078%
$ 6.2m
Raúl Martínez-Ostos Jaye
Chair & CEO for Mexico and Latin Americano datakeine Datenkeine Daten
Nigel Higgins
Independent Group Chairman7.2yrsUK£937.00k0.014%
$ 11.3m
Brian Shea
Independent Non-Executive Director1.8yrsUK£211.00k0.000060%
$ 48.2k
Diony Lebot
Independent Non-Executive Director1.2yrsUK£103.00k0.000030%
$ 24.1k
Menasey Moses
Independent Non-Executive Director3.3yrsUK£253.00k0.00015%
$ 120.6k
Julia Wilson
Independent Non-Executive Director5.1yrsUK£366.00k0.00036%
$ 289.3k
John Oliver Kingman
Independent Non-Executive Director2.9yrsUK£601.00k0.00013%
$ 104.5k
Brian Gilvary
Senior Independent Director6.3yrsUK£246.00k0.0014%
$ 1.1m
Dawn Fitzpatrick
Independent Non-Executive Director6.7yrsUK£263.00k0.0072%
$ 5.8m
Robert Berry
Independent Non-Executive Director4.3yrsUK£328.00k0.00024%
$ 192.9k
4.3yrs
Durchschnittliche Betriebszugehörigkeit
61yo
Durchschnittliches Alter

Erfahrener Vorstand: BCSDie Vorstandsmitglieder gelten als erfahren (4.3 Jahre durchschnittliche Amtszeit).

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/20 05:21
Aktienkurs zum Tagesende2026/05/20 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Barclays PLC wird von 29 Analysten beobachtet. 15 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Jesús Gómez DominguezBanco Santander
Peter RichardsonBerenberg
Dirk Hoffmann-BeckingBernstein