Barclays PLC

NYSE:BCS Aktierapport

Börsvärde: US$81.1b

Barclays Tidigare resultatutveckling

Tidigare kriterier kontrolleras 4/6

Barclays har ökat intäkterna med en genomsnittlig årlig takt på 4.4%, medan Banks -branschen såg intäkterna växer på 3.1% årligen. Intäkterna har varit växande med en genomsnittlig takt på 4.4% per år. Barclays s avkastning på eget kapital är 9.5% och den har en nettomarginal på 23%.

Viktig information

4.43%

Tillväxttakt i vinsten

9.13%

Tillväxttakt för EPS

Banks Tillväxt i branschen11.18%
Intäkternas tillväxttakt4.36%
Avkastning på eget kapital9.45%
Nettomarginal23.04%
Nästa resultatuppdatering28 Jul 2026

Senaste uppdateringar av tidigare prestationer

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

Fördelning av intäkter och kostnader

Hur Barclays tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.


Resultat- och intäktshistorik

NYSE:BCS Intäkter, kostnader och resultat (GBP Millions )
DatumIntäkterIntäkterG+A KostnaderFoU-kostnader
31 Mar 2627,0926,24316,8210
31 Dec 2526,8186,17516,8210
30 Sep 2526,0165,94515,9260
30 Jun 2525,6546,05216,3870
31 Mar 2524,8765,63015,9260
31 Dec 2424,2505,31615,9260
30 Sep 2423,5994,24015,8990
30 Jun 2423,2513,95015,8050
31 Mar 2423,2244,04115,8990
31 Dec 2323,4974,27415,8990
30 Sep 2323,7545,42115,0770
30 Jun 2323,4995,65915,7620
31 Mar 2324,0945,40215,0770
31 Dec 2223,7365,02314,9010
30 Sep 2223,6245,06613,5630
30 Jun 2223,4004,92814,0220
31 Mar 2223,1035,90513,5630
31 Dec 2122,5936,20513,5630
30 Sep 2121,9835,34613,4370
30 Jun 2121,2204,58313,7500
31 Mar 2118,7372,62513,4370
31 Dec 2016,9451,52613,4370
30 Sep 2017,2671,98713,4200
30 Jun 2017,7541,08413,2320
31 Mar 2019,0942,02813,4200
31 Dec 1919,7302,46113,4200
30 Sep 1919,4721,76613,8940
30 Jun 1919,2653,10813,9610
31 Mar 1919,5023,39913,8940
31 Dec 1819,6681,59713,8940
30 Sep 1819,86936614,1690
30 Jun 1819,4705620,7820
31 Mar 1818,701-1,20614,1690
31 Dec 1718,92758714,0890
30 Sep 1719,0552,02115,2430
30 Jun 1719,8901,6427,8940
31 Mar 1720,5162,21515,2430
31 Dec 1619,8181,56214,8760
30 Sep 1617,820-1,24214,7040
30 Jun 1617,713-1,06413,1560
31 Mar 1618,479-69114,7040
31 Dec 1519,641-62614,7040
30 Sep 1520,2541942,9430
30 Jun 1521,10218516,9220

Kvalitetsintäkter: BCS har inkomster av hög kvalitet.

Växande vinstmarginal: BCS s nuvarande netto vinstmarginaler (23%) är högre än förra året (22.6%).


Fritt kassaflöde vs resultatanalys


Analys av tidigare vinsttillväxt

Resultatutveckling: BCS s intäkter har ökat med 4.4% per år under de senaste 5 åren.

Accelererande tillväxt: BCS s intäktstillväxt under det senaste året ( 10.9% ) överstiger sitt 5-åriga genomsnitt ( 4.4% per år).

Resultat vs industri: BCS vinsttillväxt under det senaste året ( 10.9% ) överträffade inte Banks branschen 22.8%.


Avkastning på eget kapital

Hög ROE: BCS s avkastning på eget kapital ( 9.5% ) anses vara låg.


Avkastning på tillgångar


Avkastning på sysselsatt kapital


Upptäck starka bolag som tidigare presterat bra

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/06/09 08:49
Aktiekurs vid dagens slut2026/06/09 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Barclays PLC bevakas av 28 analytiker. 15 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Jesús Gómez DominguezBanco Santander
Peter RichardsonBerenberg
Dirk Hoffmann-BeckingBernstein