Barclays plc - ADR

Barclays plc - ADR

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Market Cap$92.72B
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Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Barclays plc - ADRBarclays plc - ADR10.51.69%10%2.51.8

Earnings Call Q2 2026

July 28, 2026 - AI Summary

Strong results momentum; upgrades to 2026 outlook - Q2 income: GBP 8.3bn (+GBP 1.2bn YoY, +1.2bn benefit from an AA portfolio sale) - Q2 PBT: GBP 3.3bn (+30%+) - Q2 EPS: 16.7p (+43% YoY) (driven by operational progress + buybacks reducing share count) - Group guidance upgrade: 2026 group income to ~GBP 31.5bn (up from prior guidance ~GBP 31.0bn) - Returns target confidence: ROTE >12% in 2026 (reported 16.1% in Q2, 14.8% H1) and expectation to drive >14% in 2028
Capital strength + shareholder distributions (very tangible for investors) - CET1: 14.3% at quarter-end; ~14.0% pro-forma after announced buyback (operating intent: top end of 13–14% range pending regulation) - Distributions announced: - GBP 1bn share buyback - GBP 800m interim dividend (equivalent ~5.9p/share) - Dividend/buyback context: H1 distributions GBP 2.3bn (+61% vs H1 2025); company also referenced GBP 9bn distributions since 2024, targeting >GBP 10bn by year-end
Costs: efficiency wins now, but more “structural” cost actions coming (watch cost-income expectations) - Cost discipline: group cost-to-income improved to 54% (from 59% YoY); GBP 350m gross efficiency savings delivered YTD (GBP 200m in Q2) - Near-term caveat: costs rose ~GBP 300m YoY, including: - ~$200m additional compensation accruals in the Investment Bank (aligning income/cost) - compensation mix changes due to regulatory requirements (expected +GBP 100–150m weighted into 2027) - 2026–2027 transition plan: company expects up to a further GBP 300m of structural cost actions in H2 2026, funded by stronger H1 profitability, to yield commensurate efficiency gains in 2027 - Cost-income “North Star” retained: investment bank acknowledged consensus cost risk (no absolute OpEx target given), but management reiterated low-50s cost-income in 2028 and meaningful progress toward that from current-year high-50s

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$35.67

Target Price by Analysts

29.7% upsideBarclays plc Target Price DetailsTarget Price
$41.93

Current Fair Value

52.5% upside

Undervalued by 52.5% based on the discounted cash flow analysis.

Share Statistics

Market cap$92.72 Billion
Enterprise Value$-14,182,850,957.00
Dividend Yield$0.46 (1.69%)
Earnings per Share$1.8
Beta0.88
Outstanding Shares3,431,750,000

Return

Return on Equity9.94%ROE
Return on Assets0.46%
Return on Invested Capital1.01%

Valuation & Multiples

P/E Ratio10.46P/E Ratio
PEG33.84PEG
Price to Sales2.5Price to Sales
Price to Book Ratio1.2Price to Book Ratio
Enterprise Value to Revenue-0.36
Enterprise Value to EBIT-1.32
Enterprise Value to Net Income-2
Total Debt to Enterprise-9.8
Debt to Equity1.75Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
July 28, 2026
EPS Estimate
$0.89
Average shareholder expectation
Revenue Estimate
$10.78 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 4, 2026
EPS Estimate
$0.80
Average shareholder expectation
Revenue Estimate
$10.68 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.0000▼ 44.72%
Total Calls-▼ 100.00%
Total Puts-▼ 100.00%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %0.32%▼ 7.78%
Total Invested$293.22M▼ 95.15%
Investors Holding192▼ 331.00%

ESG Score

No data

About Barclays plc

CEO: Antony Jenkins

Relevant Senate Committees

Joint Committee on Taxation

Provides official revenue estimates and technical expertise for tax legislation, directly influencing corporate tax structures and the overall tax burden on financial institutions like Barclays.

Finance

The most powerful economic committee, controlling taxation and trade policy, which directly influences corporate valuations, profitability, and the overall economic landscape for a bank.

Agriculture, Nutrition, and Forestry

Oversees the CFTC and regulates the massive derivatives/futures market, and is influential in defining cryptocurrency regulation, all directly impacting a global commercial bank.

Banking, Housing, and Urban Affairs

The primary regulator for the financial system, including bank capital requirements, cryptocurrency regulation, and real estate markets, directly impacting Barclays' core operations.

Foreign Relations

Directly influences global markets and international banking operations through sanctions legislation and foreign policy, impacting a global bank like Barclays.