Barclays PLC

NYSE:BCS Stok Raporu

Piyasa değeri: US$79.5b

Barclays Gelecekteki Büyüme

Future kriter kontrolleri 1/6

Barclays kazanç ve gelirin sırasıyla yıllık 8.9% ve 5.6% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 12.9% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 12.3% olacağı tahmin edilmektedir.

Anahtar bilgiler

8.9%

Kazanç büyüme oranı

12.86%

EPS büyüme oranı

Banks kazanç büyümesi8.2%
Gelir büyüme oranı5.6%
Gelecekteki özkaynak getirisi12.28%
Analist kapsamı

Good

Son güncelleme07 May 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Seeking Alpha • Apr 13

Barclays: Interesting Fundamentals, But Challenges Are Being Underestimated

Summary Barclays PLC receives a "Hold" rating, reflecting limited risk-adjusted upside at current valuations. Recent share price recovery and consensus "Buy" ratings are challenged by concerns over high overheads, regulatory history, and reliance on buybacks for KPI improvement. 2025 results met guidance, but cost/income remains elevated (over 61%), yield is under 2%, and buybacks are driving much of the reported EPS and ROTE growth. I see Barclays as fundamentally sound but not attractively valued for growth. Significant upside depends on aggressive buybacks and optimistic efficiency gains. 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

Kazanç ve Gelir Büyüme Tahminleri

NYSE:BCS - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (GBP Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/202833,8809,009N/AN/A14
12/31/202732,4898,257N/AN/A15
12/31/202631,0197,161N/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

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: BCS 'nin tahmini kazanç büyümesi (yıllık 8.9% ) tasarruf oranının ( 3.5% ) üzerindedir.

Kazançlar ve Piyasa: BCS şirketinin kazançlarının (yıllık 8.9% ) US pazarından (yıllık 16.7% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: BCS şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: BCS şirketinin gelirinin (yıllık 5.6% ) US pazarından (yıllık 11.6% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: BCS şirketinin gelirinin (yıllık 5.6% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: BCS 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 12.3 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/11 08:33
Gün Sonu Hisse Fiyatı2026/05/11 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Barclays PLC 29 Bu analistlerden 15, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Jesús Gómez DominguezBanco Santander
Peter RichardsonBerenberg
Dirk Hoffmann-BeckingBernstein