Barclays PLC

NYSE:BCS Stok Raporu

Piyasa değeri: US$80.4b

Barclays Yönetim

Yönetim kriter kontrolleri 2/4

Barclays CEO'su Venkat Venkatakrishnan, Nov2021 tarihinde atandı, in görev süresi 4.5 yıldır. in toplam yıllık tazminatı £ 15.05M olup, şirket hissesi ve opsiyonları dahil olmak üzere 13.7% maaş ve 86.3% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.036% ine doğrudan sahiptir ve bu hisseler $ 29.00M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 8.1 yıl ve 4.3 yıldır.

Anahtar bilgiler

Venkat Venkatakrishnan

İcra Kurulu Başkanı

UK£15.0m

Toplam tazminat

CEO maaş yüzdesi13.71%
CEO görev süresi4.5yrs
CEO sahipliği0.04%
Yönetim ortalama görev süresi8.1yrs
Yönetim Kurulu ortalama görev süresi4.3yrs

Son yönetim güncellemeleri

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 Tazminat Analizi

Venkat Venkatakrishnan'un ücretlendirmesi Barclays'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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

Tazminat ve Piyasa: Venkat 'nin toplam tazminatı ($USD 20.22M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 14.80M ).

Tazminat ve Kazançlar: Venkat 'in maaşı son bir yılda %20'den fazla arttı.

CEO

Venkat Venkatakrishnan (59 yo)

4.5yrs
Görev süresi
UK£15,045,000
Tazminat

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...

Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
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 yearVeri yokVeri yok
Anne Darling
Group Co-COO and Barclays Execution Services Co-CEOless than a yearVeri yokVeri yok
Stephen Shapiro
Group General Counsel5.8yrsVeri yokVeri yok
Matthew Fitzwater
Group Chief Compliance Officerno dataVeri yokVeri yok
James Lundie
Managing Director and Head of Corporate Communications11.1yrsVeri yokVeri yok
Tristram Roberts
Group Human Resources Director10.4yrsVeri yokVeri yok
Jeffrey Peek
Vice Chairman of Investment Banking Division15.7yrsVeri yokVeri yok
Sasha Wiggins
Chief Executive Officer of Private Bank & Wealth Managementno dataVeri yokVeri yok
Philip Bowkley
Head of International Corporate Banking10.4yrsVeri yokVeri yok
Mike Rigby
Head of Business Services - Corporate Banking13.6yrsVeri yokVeri yok
8.1yrs
Ortalama Görev Süresi
59yo
Ortalama Yaş

Deneyimli Yönetim: BCS 'un yönetim ekibi deneyimli ve deneyimlidir ( 8.1 yıldır).

Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
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 dataVeri yokVeri yok
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
Ortalama Görev Süresi
61yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: BCS 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 4.3 yıldır).

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/20 11:40
Gün Sonu Hisse Fiyatı2026/05/20 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