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Barclays PLCNYSE:BCS Stock Report

Market Cap US$85.2b
Share Price
n/a
1Y22.0%
7D-4.2%
1D-0.4%
Portfolio Value
​
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Barclays PLC

NYSE:BCS Stock Report

Market Cap: US$85.2b

Barclays (BCS) Stock Overview

Provides various financial services in the United Kingdom, Europe, the Americas, Africa, the Middle East, and Asia. More details

BCS fundamental analysis
Snowflake Score
Valuation5/6
Future Growth1/6
Past Performance4/6
Financial Health2/6
Dividends4/6

Rewards

Trading at 50.5% below our estimate of its fair value

Earnings are forecast to grow 8.72% per year

Earnings have grown 3.2% per year over the past 5 years

Trading at good value compared to peers and industry

Risk Analysis

Unstable dividend track record


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Barclays PLC Competitors

Price History & Performance

Summary of share price highs, lows and changes for Barclays
Historical stock prices
Current Share PriceUK£25.34
52 Week HighUK£28.69
52 Week LowUK£19.29
Beta0.87
1 Month Change-8.85%
3 Month Change-3.69%
1 Year Change22.00%
3 Year Change224.04%
5 Year Change155.19%
Change since IPO363.36%

Recent News & Updates

Seeking Alpha • Jul 29

Barclays: Q2 2026 Confirms The Downside Risk At Valuation

Summary Barclays receives a 'Hold' rating, with a £3.3/share ($17.71 ADR) price target, citing limited risk-adjusted upside. 2Q26 results confirm that headline RoTE above 16% is driven by buybacks and one-offs, not sustainable core improvements. Loan loss rates and cost ratios are rising, while organic net income growth is only mid-range versus European peers. Planned £15B buybacks through 2028E risk capital flexibility and artificially boost metrics; valuation remains unattractive above £4/share. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha • Jul 29

Barclays: Q2 2026 Confirms The Downside Risk At Valuation

Summary Barclays receives a 'Hold' rating, with a £3.3/share ($17.71 ADR) price target, citing limited risk-adjusted upside. 2Q26 results confirm that headline RoTE above 16% is driven by buybacks and one-offs, not sustainable core improvements. Loan loss rates and cost ratios are rising, while organic net income growth is only mid-range versus European peers. Planned £15B buybacks through 2028E risk capital flexibility and artificially boost metrics; valuation remains unattractive above £4/share. 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

Shareholder Returns

BCSUS BanksUS Market
7D-4.2%-0.9%-1.6%
1Y22.0%16.5%12.1%

Return vs Industry: BCS exceeded the US Banks industry which returned 16.5% over the past year.

Return vs Market: BCS exceeded the US Market which returned 12.1% over the past year.

Price Volatility

Is BCS's price volatile compared to industry and market?
BCS volatility
BCS Average Weekly Movement4.3%
Banks Industry Average Movement3.0%
Market Average Movement6.8%
10% most volatile stocks in US Market15.2%
10% least volatile stocks in US Market2.9%

Stable Share Price: BCS has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: BCS's weekly volatility (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
169093,000Venkat Venkatakrishnanhome.barclays

Barclays PLC provides various financial services in the United Kingdom, Europe, the Americas, Africa, the Middle East, and Asia. The company operates through Barclays UK; Barclays UK Corporate Bank; Barclays Private Bank and Wealth Management; Barclays Investment Bank; and Barclays US Consumer Bank segments. It offers financial services, such as current accounts, savings accounts, mortgages and unsecured lending, such as credit cards and loans retail banking, wholesale banking, investment banking, wealth management, and investment management services, as well as lending products.

Barclays PLC Fundamentals Summary

How do Barclays's earnings and revenue compare to its market cap?
BCS fundamental statistics
Market capUS$85.24b
Earnings (TTM)US$9.16b
Revenue (TTM)US$37.67b
9.3x
P/E Ratio
0.8x
P/B Ratio

Is BCS overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
BCS income statement (TTM)
RevenueUK£28.14b
Cost of RevenueUK£0
Gross ProfitUK£28.14b
Other ExpensesUK£21.30b
EarningsUK£6.84b

Last Reported Earnings

Jun 30, 2026

Next Earnings Date

Oct 22, 2026

Earnings per share (EPS)0.51
Gross Margin100.00%
Net Profit Margin24.32%
Debt/Equity Ratio980.3%

How did BCS perform over the long term?

See historical performance and comparison

Dividends

1.8%
Current Dividend Yield
23%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/16 00:02
End of Day Share Price 2026/09/16 00:00
Earnings2026/06/30
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 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. 16 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
Michael ChristodoulouBerenberg
Dirk Hoffmann-BeckingBernstein