Barclays PLC

Report azionario NYSE:BCS

Capitalizzazione di mercato: US$80.4b

Barclays Gestione

Criteri Gestione verificati 2/4

Barclays Il CEO è Venkat Venkatakrishnan, nominato in Nov2021, e ha un mandato di 4.5 anni. la retribuzione annua totale è £ 15.05M, composta da 13.7% di stipendio e 86.3% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.036% delle azioni della società, per un valore di $ 29.00M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 8.1 anni e 4.3 anni.

Informazioni chiave

Venkat Venkatakrishnan

Amministratore delegato

UK£15.0m

Compenso totale

Percentuale dello stipendio del CEO13.71%
Mandato del CEO4.5yrs
Proprietà del CEO0.04%
Durata media del management8.1yrs
Durata media del Consiglio di amministrazione4.3yrs

Aggiornamenti recenti sulla gestione

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

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Venkat Venkatakrishnan rispetto agli utili di Barclays?
DataCompenso totaleStipendioUtili della società
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

Compensazione vs Mercato: La retribuzione totale di Venkat ($USD 20.22M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.80M ).

Compensazione vs guadagni: La retribuzione di Venkat è aumentata di oltre il 20% nell'ultimo anno.

AMMINISTRATORE DELEGATO

Venkat Venkatakrishnan (59 yo)

4.5yrs
Mandato
UK£15,045,000
Compensazione

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...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
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 yearNessun datoNessun dato
Anne Darling
Group Co-COO and Barclays Execution Services Co-CEOless than a yearNessun datoNessun dato
Stephen Shapiro
Group General Counsel5.8yrsNessun datoNessun dato
Matthew Fitzwater
Group Chief Compliance Officerno dataNessun datoNessun dato
James Lundie
Managing Director and Head of Corporate Communications11.1yrsNessun datoNessun dato
Tristram Roberts
Group Human Resources Director10.4yrsNessun datoNessun dato
Jeffrey Peek
Vice Chairman of Investment Banking Division15.7yrsNessun datoNessun dato
Sasha Wiggins
Chief Executive Officer of Private Bank & Wealth Managementno dataNessun datoNessun dato
Philip Bowkley
Head of International Corporate Banking10.4yrsNessun datoNessun dato
Mike Rigby
Head of Business Services - Corporate Banking13.6yrsNessun datoNessun dato
8.1yrs
Durata media
59yo
Età media

Gestione esperta: Il team dirigenziale di BCS è esperto e expertise (durata media dell'incarico 8.1 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
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 dataNessun datoNessun dato
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
Durata media
61yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di BCS sono considerati esperti (durata media dell'incarico 4.3 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/20 06:58
Prezzo dell'azione a fine giornata2026/05/20 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Barclays PLC è coperta da 29 analisti. 15 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Jesús Gómez DominguezBanco Santander
Peter RichardsonBerenberg
Dirk Hoffmann-BeckingBernstein