Barclays PLC

NYSE:BCS Rapport sur les actions

Capitalisation boursière : US$80.4b

Barclays Gestion

Gestion contrôle des critères 2/4

Le PDG Barclays est Venkat Venkatakrishnan, nommé en Nov2021, a un mandat de 4.5 ans. La rémunération annuelle totale est £ 15.05M, composée du salaire de 13.7% et des bonus 86.3%, y compris les actions et options de la société. détient directement 0.036% des actions de la société, d'une valeur de $ 29.00M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 8.1 ans et 4.3 ans.

Informations clés

Venkat Venkatakrishnan

Directeur général

UK£15.0m

Rémunération totale

Pourcentage du salaire du PDG13.71%
Durée du mandat du directeur général4.5yrs
Propriété du PDG0.04%
Durée moyenne d'occupation des postes de direction8.1yrs
Durée moyenne du mandat des membres du conseil d'administration4.3yrs

Mises à jour récentes de la gestion

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 de la rémunération des PDG

Comment la rémunération de Venkat Venkatakrishnan a-t-elle évolué par rapport aux bénéfices de Barclays?
DateRémunération totaleSalaireBénéfices de l'entreprise
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

Rémunération vs marché: La rémunération totale de Venkat ($USD 20.22M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 14.80M ).

Rémunération et revenus: La rémunération de Venkat a augmenté de plus de 20 % au cours de l'année écoulée.

PDG

Venkat Venkatakrishnan (59 yo)

4.5yrs
Titularisation
UK£15,045,000
Compensation

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...

Équipe de direction

NomPositionTitularisationCompensationPropriété
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 yearpas de donnéespas de données
Anne Darling
Group Co-COO and Barclays Execution Services Co-CEOless than a yearpas de donnéespas de données
Stephen Shapiro
Group General Counsel5.8yrspas de donnéespas de données
Matthew Fitzwater
Group Chief Compliance Officerno datapas de donnéespas de données
James Lundie
Managing Director and Head of Corporate Communications11.1yrspas de donnéespas de données
Tristram Roberts
Group Human Resources Director10.4yrspas de donnéespas de données
Jeffrey Peek
Vice Chairman of Investment Banking Division15.7yrspas de donnéespas de données
Sasha Wiggins
Chief Executive Officer of Private Bank & Wealth Managementno datapas de donnéespas de données
Philip Bowkley
Head of International Corporate Banking10.4yrspas de donnéespas de données
Mike Rigby
Head of Business Services - Corporate Banking13.6yrspas de donnéespas de données
8.1yrs
Durée moyenne de l'emploi
59yo
Âge moyen

Gestion expérimentée: L'équipe dirigeante de BCS est chevronnée et expérimentée (8.1 années d'ancienneté moyenne).

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
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 datapas de donnéespas de données
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
Durée moyenne de l'emploi
61yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de BCS sont considérés comme expérimentés (ancienneté moyenne 4.3 ans).

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/20 20:37
Cours de l'action en fin de journée2026/05/20 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Barclays PLC est couverte par 29 analystes. 15 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Jesús Gómez DominguezBanco Santander
Peter RichardsonBerenberg
Dirk Hoffmann-BeckingBernstein