Barclays PLC Sponsored ADR Aktie News

Barclays PLC (BCS) Q4 2025 Earnings Call Transcript

Shore Capital raised its target price on Barclays PLC (LSE:BARC) to 535p from 450p following full-year results that beat expectations and extended guidance promising return on tangible equity above 14% by 2028. The broker's revised forecast reflects increased confidence in the bank's ability to deliver sustainable double-digit returns.

I upgrade Barclays PLC to Strong Buy, citing a deterministic balance sheet advantage and Wall Street undervaluation. BCS is set for net interest income expansion as £236bn of structural hedge assets reprice from 1.5%-2.7% yields to ~3.5%. Strategic capital rotation—American Airlines exit and Best Egg acquisition—supports a path to >14% RoTE by FY2028.

Autonomous vehicles and AI-led platforms are not yet hitting earnings, but Barclays argues the market is only beginning to price in structural risk to a revenue pool that makes up 35–40% of global P&C. The AI debate has barely begun in insurance.

Barclays PLC (LSE:BARC) shares rose 1.9% on Tuesday as investors digested its upgraded financial guidance for 2026 and a resilient set of results that beat revenue expectations. However, scrutiny continues over the bank's position in UK wealth management following recent competitive moves in the sector.

Barclays hiked CEO C.S. Venkatakrishnan's pay package to 15 million pounds ($20.5 million) in 2025, it said on Tuesday, up from 11.6 million pounds the year before after the bank in common with other British lenders increased bonus payouts for top staff.

Barclays PLC (LSE:BARC) has surpassed market expectations with a robust fourth-quarter performance and confirmed it achieved all financial guidance for 2025, including a return on tangible equity of 11.3% as every division delivered double-digit returns. Profit before tax rose 13% year on year to £9.1 billion and earnings per share increased 22% to 43.8p.

The bank is guiding for income growth of more than 5% each year through to 2028.