Barclays PLC

LSE:BARC Stock Report

Market Cap: UK£58.9b

Barclays Future Growth

Future criteria checks 2/6

Barclays is forecast to grow earnings and revenue by 8.8% and 5.5% per annum respectively. EPS is expected to grow by 12.8% per annum. Return on equity is forecast to be 12.3% in 3 years.

Key information

8.8%

Earnings growth rate

12.80%

EPS growth rate

Banks earnings growth9.5%
Revenue growth rate5.5%
Future return on equity12.28%
Analyst coverage

Good

Last updated30 Apr 2026

Recent future growth updates

Recent updates

BARC: Future Buybacks And Income Guidance Will Support Higher Share Price

Analysts have lifted their price target on Barclays to £X from £Y, reflecting updated views on revenue growth, profit margins, and a higher forward P/E assumption. What's in the News Barclays PLC has announced a new share repurchase program of up to £500 million, adding to its existing capital return activity (Buyback Transaction Announcements).

BARC: Evelyn Bid And Wealth Expansion Will Support Stronger Future Returns

Analysts have nudged their price target on Barclays slightly higher, from £5.30 to roughly £5.30, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E levels as support for the revised view. What's in the News Barclays and Sage agreed a new partnership aimed at helping UK small businesses manage day-to-day administration, improve visibility of their finances and keep up with Making Tax Digital requirements through combined banking and accounting tools (Client announcement).

BARC: Future Income Guidance And Buybacks Will Support Higher Share Price

Analysts have trimmed their Barclays price target slightly to £5.90. This reflects updated assumptions on revenue growth, profit margins and future P/E that are now broadly in line with previous fair value estimates.

BARC: Future Income Guidance And Buybacks Will Support Stronger Share Price

Analysts have raised their price target for Barclays to £5.90 from £5.00, reflecting updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E. What's in the News Barclays and Sage agreed a new partnership aimed at helping small businesses save time on administration, improve visibility over their finances and keep up with evolving UK tax rules, including the expansion of Making Tax Digital for Income Tax (Client announcement).

BARC: Evelyn Bid And Wealth Expansion Will Support Stronger Future Returns

Narrative Update on Barclays Analysts have lifted their price target on Barclays to £5.30 from £4.92, reflecting updated assumptions that include a slightly lower discount rate, modestly adjusted revenue growth expectations, a higher projected profit margin, and a lower future P/E multiple. What's in the News Barclays issued earnings guidance for fiscal 2026, indicating expected Group total income of about £31b.

BARC: Evelyn Bid And Capital Returns Will Likely Keep Shares Fairly Priced

Analysts have nudged their price target on Barclays higher, lifting fair value from £3.93 to £4.47 as they factor in updated assumptions for revenue growth, profit margins and a lower future P/E. What's in the News Barclays completed the repurchase of 311,571,616 shares, around 2.19% of its share capital, for £1,232m under the buyback program announced on July 30, 2025, with purchases occurring between July 30, 2025 and December 31, 2025 (company announcement).

BARC: Prospective Evelyn Deal Will Likely Leave Shares Looking Expensive

Analysts have raised their fair value estimate for Barclays from £3.23 to £3.93 per share, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E levels. What's in the News Reuters reported that Barclays is considering an acquisition of UK wealth manager Evelyn Partners, with a potential business value of over £2.5b and non binding offers requested by 10 December 2025, alongside interest from other banks such as NatWest Group, Lloyds and Royal Bank of Canada (Reuters).

BARC: Evelyn Bid Prospects And Wealth Expansion Will Support Measured Future Outlook

Analysts have lifted their price target on Barclays, citing a modest adjustment to fair value; slightly lower required return; marginally stronger revenue growth and profitability assumptions; and a higher expected future P/E multiple supporting the revised outlook. What's in the News Priority Technology Holdings Inc.

BARC: Wealth Expansion Plans And Evelyn Bid Interest Will Support Balanced Outlook

Analysts have trimmed their fair value price target for Barclays slightly, reflecting marginal tweaks to discount rate and forward P/E assumptions, while keeping revenue growth and profit margin expectations broadly unchanged. What's in the News Priority Technology Holdings Inc.

BARC: Modest Wealth Expansion Plans Will Support A Balanced Future Outlook

Analysts have raised their price target for Barclays slightly to reflect a modest uptick in fair value, supported by incremental improvements in projected revenue growth, profit margins, and future earnings multiples. What's in the News Priority Technology Holdings appointed Barclays as financial advisor to a committee of independent and disinterested directors overseeing strategic matters, underscoring ongoing demand for Barclays advisory capabilities (company announcement).

BARC: Marginal Margin Gains And Stable Outlook Will Support Measured Future Prospects

Narrative Update on Barclays Analysts have modestly raised their price target on Barclays, highlighting a slightly higher fair value estimate and improved profit margin outlook. These factors more than offset minor adjustments to discount rate and revenue growth assumptions, and they also incorporate a marginally richer forward P/E multiple.

BARC: Revenue Improvements And Margins Will Support Bullish Future Outlook

Barclays Analyst Price Target Receives Upward Revision Analysts have raised their price target for Barclays from $4.45 to $4.49. This adjustment reflects modest improvements in projected revenue growth, which slightly outweigh a small decrease in expected profit margins.

BARC: Profit Margins And Revenue Trends Will Support Fair Valuation Outlook

Barclays’ analyst price target has been revised upward from £4.17 to £4.45. Analysts cite stronger revenue growth projections and improved profit margins as key drivers behind the higher valuation.

Barclays Analyst Raises Price Target Amid Improved Outlook and Modest Valuation Adjustments

Narrative Update on Barclays: Analyst Price Target Revision Analysts have marginally increased their price target for Barclays, raising it from £4.16 to approximately £4.17. This change is attributed to subtle improvements in revenue growth projections and profitability metrics.

Digital Banking And Fintech Partnerships Will Underpin Future Success

Analysts have slightly raised their price target for Barclays to £4.16, citing improved outlooks on revenue growth and profit margins. What's in the News Barclays PLC commenced a share repurchase program on July 30, 2025, with authorization to buy back up to 10% of its issued share capital, following shareholder approval at the Annual General Meeting (Key Developments).

Digital Banking And Fintech Partnerships Will Underpin Future Success

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.

Digital Banking And Fintech Partnerships Will Underpin Future Success

Barclays’ key valuation metrics, including Future P/E and revenue growth forecasts, remained largely stable, resulting in no meaningful change to the consensus analyst price target, which held at £4.07. What's in the News Barclays commenced a new share repurchase program, authorized to buy back up to 10% of issued share capital, with shares to be held as treasury shares for various corporate purposes.

Is Now The Time To Put Barclays (LON:BARC) On Your Watchlist?

Jul 30
Is Now The Time To Put Barclays (LON:BARC) On Your Watchlist?
User avatar

Tesco Bank Acquisition And Critical Efficiencies To Boost UK Growth And Shareholder Value

Strategic acquisition of Tesco Bank may boost revenue through new distribution channels and enhanced U.K. growth prospects.

Earnings and Revenue Growth Forecasts

LSE:BARC - Analysts future estimates and past financials data (GBP Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/202833,7818,946N/AN/A14
12/31/202732,4098,216N/AN/A15
12/31/202630,9907,171N/AN/A15
3/31/202627,0926,243N/AN/AN/A
12/31/202526,8186,175-8,070-6,211N/A
9/30/202526,0165,945N/AN/AN/A
6/30/202525,6546,052-11,890-10,316N/A
3/31/202524,8765,630N/AN/AN/A
12/31/202424,2505,316-9,413-7,839N/A
9/30/202423,5994,240N/AN/AN/A
6/30/202423,2513,9508,2289,946N/A
3/31/202423,2244,041N/AN/AN/A
12/31/202323,4974,2744,3136,031N/A
9/30/202323,7545,421N/AN/AN/A
6/30/202323,4995,6594,1115,857N/A
3/31/202324,0945,402N/AN/AN/A
12/31/202223,7365,0232,1363,882N/A
9/30/202223,6245,066N/AN/AN/A
6/30/202223,4004,9282,7384,458N/A
3/31/202223,1035,905N/AN/AN/A
12/31/202122,5936,2058,80210,522N/A
9/30/202121,9835,346N/AN/AN/A
6/30/202121,2204,5835,9787,302N/A
3/31/202118,7372,625N/AN/AN/A
12/31/202016,9451,526-9,068-7,744N/A
9/30/202017,2671,987N/AN/AN/A
6/30/202017,7541,0846,5368,329N/A
3/31/202019,0942,028N/AN/AN/A
12/31/201919,7302,461N/A-21,451N/A
9/30/201919,4721,766N/AN/AN/A
6/30/201919,2653,108N/A-32,703N/A
3/31/201919,5023,399N/AN/AN/A
12/31/201819,6681,597N/A-14,780N/A
9/30/201819,869366N/AN/AN/A
6/30/201819,47056N/A21,836N/A
3/31/201818,701-1,206N/AN/AN/A
12/31/201718,927587N/A55,473N/A
9/30/201719,0552,021N/AN/AN/A
6/30/201719,8901,642N/A-19,710N/A
3/31/201720,5162,215N/AN/AN/A
12/31/201619,8181,562N/A-31,695N/A
9/30/201617,820-1,242N/AN/AN/A
6/30/201617,713-1,064N/A52,308N/A
3/31/201618,479-691N/AN/AN/A
12/31/201519,641-626N/A46,633N/A
9/30/201520,254194N/AN/AN/A
6/30/201521,102185N/A2,782N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: BARC's forecast earnings growth (8.8% per year) is above the savings rate (3.2%).

Earnings vs Market: BARC's earnings (8.8% per year) are forecast to grow slower than the UK market (12.2% per year).

High Growth Earnings: BARC's earnings are forecast to grow, but not significantly.

Revenue vs Market: BARC's revenue (5.5% per year) is forecast to grow faster than the UK market (4.5% per year).

High Growth Revenue: BARC's revenue (5.5% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: BARC's Return on Equity is forecast to be low in 3 years time (12.3%).

Discover growth companies

7D

1Y

7D

1Y

7D

1Y

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/01 23:42
End of Day Share Price 2026/05/01 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Barclays PLC is covered by 29 analysts. 15 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jesús Gómez DominguezBanco Santander
Peter RichardsonBerenberg
Dirk Hoffmann-BeckingBernstein