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Barclays Plc (BCS)
NYSE:BCS
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Barclays (BCS) Price & Analysis

1,323 Followers

BCS Stock Chart & Stats

$23.92
-$0.15(-1.13%)
At close: 4:00 PM EST
$23.92
-$0.15(-1.13%)

Bulls Say, Bears Say

Bulls Say
Diversified Revenue & Investment Bank ScaleBarclays' diversified mix — retail, Barclaycard, corporate banking and a growing Investment Bank — reduces single-cycle exposure. IB income topping £4bn and group income growth indicate durable fee and trading franchises that can offset retail NII swings and smooth group earnings over 2–6 months.
NII Momentum With Structural HedgesSustained NII growth and a large structural hedge position provide predictable interest income through 2026–28. Locked hedge income reduces short-term reinvestment risk and supports net interest margins, giving earnings stability across rate cycles and bolstering medium-term cash generation visibility.
Capital Buffer & Explicit Return PlanA CET1 ~14% and clear organic capital generation provide a durable cushion against credit stress and regulatory shifts. The explicit £15bn return plan and ongoing buybacks signal management discipline on capital deployment while preserving capacity to support lending and strategic investments over the medium term.
Bears Say
2025 Leverage SpikeA sharp rise in leverage to ~5.6 materially reduces financial flexibility and raises funding and regulatory scrutiny risk. Elevated leverage makes the bank more sensitive to market stress, limits room for organic growth or M&A, and could require faster capital retention if adverse scenarios persist over coming quarters.
Inconsistent Cash GenerationVolatile operating cash flow and recurring negative free cash flow years weaken internal funding reliability for dividends, buybacks and growth. This inconsistency raises the chance management must rely on wholesale funding or curtail returns if cash conversion remains uneven over the next few quarters.
Elevated Impairments & Legacy Credit HitsMaterial Q1 impairment charges, single-name fraud and legacy motor finance provisions signal persistent credit and operational risks. Higher expected U.S. consumer loss rates and rising delinquencies imply sustained provisioning needs, pressuring margins and capital deployment flexibility over the medium term.

Barclays News

BCS FAQ

What was Barclays Plc’s price range in the past 12 months?
Barclays Plc lowest stock price was $17.22 and its highest was $27.70 in the past 12 months.
    What is Barclays Plc’s market cap?
    Barclays Plc’s market cap is $87.03B.
      When is Barclays Plc’s upcoming earnings report date?
      Barclays Plc’s upcoming earnings report date is Jul 28, 2026 which is in 41 days.
        How were Barclays Plc’s earnings last quarter?
        Barclays Plc released its earnings results on Apr 28, 2026. The company reported $0.761 earnings per share for the quarter, beating the consensus estimate of $0.748 by $0.013.
          Is Barclays Plc overvalued?
          According to Wall Street analysts Barclays Plc’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Barclays Plc pay dividends?
            Barclays Plc pays a Semiannually dividend of $0.297 which represents an annual dividend yield of 1.71%. See more information on Barclays Plc dividends here
              What is Barclays Plc’s EPS estimate?
              Barclays Plc’s EPS estimate is 0.82.
                How many shares outstanding does Barclays Plc have?
                Barclays Plc has 3,381,850,600 shares outstanding.
                  What happened to Barclays Plc’s price movement after its last earnings report?
                  Barclays Plc reported an EPS of $0.761 in its last earnings report, beating expectations of $0.748. Following the earnings report the stock price went down -0.39%.
                    Which hedge fund is a major shareholder of Barclays Plc?
                    Currently, no hedge funds are holding shares in BCS
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Barclays Plc

                      Barclays PLC stands as a global financial services powerhouse, conducting its operations across a broad geographical spectrum that includes the United Kingdom, continental Europe, the Americas, Africa, the Middle East, and Asia. The group's diverse activities are managed through distinct segments: Barclays UK, Barclays UK Corporate Bank, Barclays Private Bank and Wealth Management, Barclays Investment Bank, and Barclays US Consumer Bank. The firm provides a comprehensive range of financial solutions, encompassing retail banking, wholesale banking, investment banking, wealth management, and investment management services. Beyond these core areas, Barclays also engages in securities dealing and is a prominent issuer of credit cards, alongside offering various lending products. Founded in 1690, the company is headquartered in London, United Kingdom. It adopted the name Barclays PLC in January 1985, having previously been known as Barclays Bank public limited company.

                      Barclays (BCS) Earnings & Revenues

                      BCS Company Deck

                      BCS Earnings Call

                      Q1 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call presented a broadly positive operational and financial picture: strong top-line growth, improving returns (group RoTE 13.5%), rising NII momentum, disciplined capital (CET1 14.1%) and continued delivery of efficiency savings. Material one-off charges (GBP 228m fraud-related write-down, GBP 105m motor finance provision) and elevated Q1 impairments (loan loss rate 74bps) are near-term headwinds but management framed these as identifiable or legacy issues, reinforced by prudent provisioning and constrained targeted exposures. Given the scale and recurrence of strategic improvements, diversified revenue strength across divisions, and manageable capital and liquidity positions — balanced against the notable but largely non-recurring charges and some structural industry-level capital concerns — the overall tone is constructive.View all BCS earnings summaries
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                      Ownership Overview

                      0.19%99.56%
                      Insiders
                      ― Other Institutional Investors
                      99.56% Public Companies and
                      Individual Investors
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