Barclays PLC

NYSE:BCS 주식 리포트

시가총액: US$80.4b

Barclays 경영진

경영진 기준 점검 2/4

Barclays CEO는 Venkat Venkatakrishnan, Nov2021 에 임명되었습니다 의 임기는 4.5 년입니다. 총 연간 보상은 £15.05M, 13.7% 급여 및 86.3% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $29.00M 가치에 해당하는 회사 주식의 0.036% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 8.1 년과 4.3 년입니다.

핵심 정보

Venkat Venkatakrishnan

최고경영자

UK£15.0m

총 보수

CEO 급여 비율13.71%
CEO 재임 기간4.5yrs
CEO 지분 보유율0.04%
경영진 평균 재임 기간8.1yrs
이사회 평균 재임 기간4.3yrs

최근 경영진 업데이트

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

CEO 보수 분석

Venkat Venkatakrishnan의 보수는 Barclays의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Venkat의 총 보수(USD20.22M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.80M)보다 높습니다.

보상과 수익: Venkat의 보상은 지난 1년 동안 20% 이상 증가했습니다.

CEO

Venkat Venkatakrishnan (59 yo)

4.5yrs
재임 기간
UK£15,045,000
보수

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...

리더십 팀

이름직위재임 기간보수지분
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 year데이터 없음데이터 없음
Anne Darling
Group Co-COO and Barclays Execution Services Co-CEOless than a year데이터 없음데이터 없음
Stephen Shapiro
Group General Counsel5.8yrs데이터 없음데이터 없음
Matthew Fitzwater
Group Chief Compliance Officerno data데이터 없음데이터 없음
James Lundie
Managing Director and Head of Corporate Communications11.1yrs데이터 없음데이터 없음
Tristram Roberts
Group Human Resources Director10.4yrs데이터 없음데이터 없음
Jeffrey Peek
Vice Chairman of Investment Banking Division15.7yrs데이터 없음데이터 없음
Sasha Wiggins
Chief Executive Officer of Private Bank & Wealth Managementno data데이터 없음데이터 없음
Philip Bowkley
Head of International Corporate Banking10.4yrs데이터 없음데이터 없음
Mike Rigby
Head of Business Services - Corporate Banking13.6yrs데이터 없음데이터 없음
8.1yrs
평균 재임 기간
59yo
평균 나이

경험이 풍부한 관리: BCS의 경영진은 노련하고 경험이 풍부합니다(평균 재임 8.1 년).

이사회 구성원

이름직위재임 기간보수지분
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 data데이터 없음데이터 없음
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
평균 재임 기간
61yo
평균 나이

경험이 풍부한 이사회: BCS의 이사회는 경험이 있음으로 간주됩니다(평균 재임 4.3 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 09:00
종가2026/05/20 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Barclays PLC는 29명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Jesús Gómez DominguezBanco Santander
Peter RichardsonBerenberg
Dirk Hoffmann-BeckingBernstein