Research analysts who have asked questions during BARCLAYS earnings calls.
AC
Andrew Coombs
Citigroup
5 questions for BCS
Also covers: ATMP, DB, HSBC +3 more
Guy Stebbings
BNP Paribas
5 questions for BCS
Also covers: BARC.L, LYG, NWG
CH
Chris Hallam
Goldman Sachs Group Inc.
4 questions for BCS
Also covers: ATMP, BNPQY, CRARY +4 more
EF
Edward Firth
Keefe, Bruyette & Woods (KBW)
4 questions for BCS
Also covers: LYG
JN
Jason Napier
UBS Group AG
4 questions for BCS
Also covers: HSBC, LYG, NWG
AS
Alvaro Serrano
Morgan Stanley
3 questions for BCS
Also covers: ATMP, BARC.L, BBVA +3 more
CC
Christopher Cant
Autonomous Research
3 questions for BCS
Also covers: BARC.L, LYG, NWG
PM
Perlie Mong
KBW
3 questions for BCS
Also covers: ATMP, HSBC
AG
Amit Goel
Mediobanca S.p.A.
2 questions for BCS
Also covers: HSBC, JBAXY, LYG +2 more
AG
Amit Gul
MGA Banker
2 questions for BCS
Benjamin Budish
Barclays PLC
2 questions for BCS
Also covers: AB, APO, ARES +23 more
Chris Mann
Autonomous
2 questions for BCS
Daniel David
Autonomous Research
2 questions for BCS
Also covers: DB, NWG
Jonathan Pierce
Jefferies
2 questions for BCS
Also covers: ATMP, LYG, NWG
JR
Jonathan Richard Pierce
Numis
2 questions for BCS
Also covers: BARC.L, LYG, NWG
JY
Jonathan Young
Cantor Fitzgerald
2 questions for BCS
Also covers: CLOV
LS
Lee Street
Citigroup
2 questions for BCS
Also covers: DB
Nicholas Campanella
Barclays
2 questions for BCS
Also covers: AEE, AEP, AES +32 more
Paul Fenner-Leitao
Societe Generale Corporate and Investment Banking - SG CIB
2 questions for BCS
Robert Noble
Deutsche Bank AG
2 questions for BCS
Also covers: HSBC, NWG
RS
Robert Smalley
Verition Fund Management LLC
2 questions for BCS
Also covers: DB, NWG
AT
Adam Terelak
Mediobanca
1 question for BCS
Also covers: JBAXY
Ad
Alvaro de Tejada
Morgan Stanley
1 question for BCS
Also covers: BBVA, CAIXY, NWG +1 more
AS
Alvaro Serrano Saenz de Tejada
Morgan Stanley
1 question for BCS
Also covers: NWG, SAN
BT
Benjamin Toms
RBC Capital Markets
1 question for BCS
Also covers: BARC.L, BBVA, HSBC +3 more
JD
Joseph Dickerson
Jefferies
1 question for BCS
Also covers: BARC.L, CRARY, HSBC
PM
Pui Mong
Bank of America
1 question for BCS
Robin Down
HSBC
1 question for BCS
Also covers: ATMP, BARC.L, LYG +1 more
RN
Rob Noble
Deutsche Bank
1 question for BCS
RC
Rohith Chandra-Rajan
Bank of America
1 question for BCS
Also covers: BARC.L
Recent press releases and 8-K filings for BCS.
Barclays PLC reports 2025 Bank of England stress test results
BCS
- Barclays PLC announced it remains sufficiently capitalised and maintains a robust and resilient balance sheet position following the Bank of England 2025 Bank Capital Stress Test, with its capital target range of 13-14% remaining unchanged.
- As of Q3 2025, the company reported a Common Equity Tier 1 (CET1) ratio of 14.1% and a Tier 1 leverage ratio of 4.9%.
- During the stress scenario, Barclays' minimum stressed CET1 ratio (after strategic management actions) was 9.3%, exceeding the 7.2% minimum requirement.
- Similarly, the minimum stressed Tier 1 leverage ratio was 4.2%, above the 3.25% minimum requirement.
Dec 2, 2025, 1:03 PM
Barclays PLC Continues Share Buyback Program and Reports Director Share Transactions
BCS
Share Buyback
- Barclays PLC continued its share buy-back program, purchasing ordinary shares for cancellation on various dates in November 2025.
- As of November 20, 2025, the company had purchased a total of 248,623,704 ordinary shares since the buy-back program began on July 30, 2025, at a volume weighted average price of 380.5590p per share. Following these cancellations, Barclays PLC's issued share capital was 13,919,529,612 ordinary shares with voting rights.
- Craig Bright, Group Co-Chief Operating Officer, acquired 8,120 shares on November 4, 2025, at £1.33 per share following an option exercise. Matt Fitzwater, Group Chief Compliance Officer, disposed of 2,396 shares on November 13, 2025, at £4.302 per share.
Dec 1, 2025, 4:59 PM
Barclays CFO Discusses Financial Targets, Growth Strategy, and Capital Management at JPMorgan Conference
BCS
Guidance Update
M&A
Share Buyback
- Barclays is on track to achieve a Return on Tangible Equity (RoTE) greater than 11% for the current year and greater than 12% for next year, with refreshed targets to be announced on February 10th. The company anticipates a meaningful tailwind to Net Interest Income (NII) in 2026 and 2027 due to maturing structural hedge yields.
- The UK and US economic environments demonstrate consumer resilience, with low and stable delinquencies, including 90-day card delinquencies at 20 basis points in the UK. Barclays is experiencing strong lending momentum in the UK across various segments and the US Consumer Bank is showing material improvement, with a cost-income ratio of approximately 43%.
- Barclays is committed to at least £10 billion in capital distribution between 2024 and 2026 and is transitioning to a quarterly share buyback. The company's M&A strategy prioritizes organic growth, complemented by targeted acquisitions like Best Egg for capability and scale, which is expected to be highly RoTE efficient and offer CCAR test diversification.
- The Investment Bank (IB) has shown continuous improvement, with its rolling 12-month RoTE now closer to 10.5%, driven by increased revenue stability and a 5% Compound Annual Growth Rate (CAGR) target for its financing business between 2024 and 2026.
Nov 19, 2025, 8:45 AM
Barclays Affirms ROTE Targets and Outlines Future Growth Drivers
BCS
Guidance Update
Share Buyback
M&A
- Barclays is on track to achieve a Return on Tangible Equity (ROTE) of greater than 11% for the current year and greater than 12% for next year, with a refresh of targets expected with full-year results on February 10, 2026.
- The company anticipates a meaningful tailwind for Net Interest Income (NII) in 2026 and 2027, driven by maturing structural hedge yields of 1.5% in 2026 and 2.1% in 2027.
- Barclays is committed to delivering at least GBP 10 billion in capital distributions between 2024 and 2026, and is moving to a quarterly share buyback program.
- The US Consumer Bank is expected to reach a ROTE of greater than 12% in 2026 and mid-teens a few years thereafter, with the Best Egg acquisition contributing to higher, more sustainable returns.
- Key growth opportunities include expanding UK wealth management for the mass affluent segment, increasing corporate lending market share in the UK, and driving treasury coverage and transaction banking within the Investment Bank.
Nov 19, 2025, 8:45 AM
Barclays Discusses Financial Performance, Strategic Outlook, and Capital Distribution
BCS
Guidance Update
Share Buyback
M&A
- Barclays is on track for its greater than 11% Return on Tangible Equity (ROTE) target for this year and greater than 12% for next year, with new targets expected to be announced on February 10.
- The company anticipates a meaningful tailwind for Net Interest Income (NII) in 2026 and 2027 from its structural hedge, with maturing yields of 1.5% in 2026 and 2.1% in 2027.
- Barclays plans to distribute at least £10 billion in capital between 2024 and 2026 and is transitioning to a quarterly share buyback.
- The Investment Bank (IB) is showing improved returns, now closer to 10.5% on a rolling 12-month basis from the end of 2024, and targets a 5% Compound Annual Growth Rate (CAGR) for its financing business between 2024 and 2026.
- The US Consumer Bank is focused on driving Net Interest Margin (NIM) and aims for a mid-teens Return on Tangible Equity (ROTE) a few years after 2026, with the Best Egg acquisition expected to contribute positively.
Nov 19, 2025, 8:45 AM
Barclays PLC Continues Share Buyback Program
BCS
Share Buyback
- Barclays PLC has been actively purchasing its ordinary shares for cancellation as part of a buy-back program announced on July 30, 2025.
- As of October 29, 2025, the company had purchased a total of 202,812,979 ordinary shares at an aggregate volume weighted average price of 374.0197p since the program's commencement.
- The most recent transaction on October 30, 2025, involved the purchase of 2,716,369 ordinary shares at a volume weighted average price of 404.9523p.
- Following the cancellation of shares repurchased up to October 30, 2025, the company's issued share capital consists of 13,926,591,777 ordinary shares with voting rights.
Nov 3, 2025, 3:28 PM
Barclays PLC Reports Q3 2025 Results, Upgrades RoTE Guidance, and Announces Share Buyback
BCS
Earnings
Guidance Update
Share Buyback
- Barclays PLC reported a Return on Tangible Equity (RoTE) of 10.6% for Q3 2025 and 12.3% year-to-date.
- The company upgraded its 2025 RoTE guidance to greater than 11% and reaffirmed its 2026 target of greater than 12%.
- Barclays announced a £500m share buyback and plans to move to quarterly share buyback announcements, aiming to return at least £10bn of capital between 2024 and 2026.
- As of September 30, 2025, the Common Equity Tier 1 (CET1) ratio stands at 14.1% and Tangible Net Asset Value (TNAV) per share grew to 392p.
- For Q3 2025, the company reported profit before tax of £2.1bn and total income of £7.2bn, with a cost: income ratio of 63%.
Oct 22, 2025, 5:11 PM
Barclays PLC Reports Strong Q3 2025 Performance, Upgrades Guidance, and Announces Share Buyback
BCS
Earnings
Guidance Update
Share Buyback
- Barclays PLC reported a Return on Equity (RoE) of 9.2% and a Return on Tangible Equity (RoTE) of 10.6% for Q3 2025. Year-to-date (YTD) figures were 10.7% RoE and 12.3% RoTE, with earnings per share (EPS) of 35.1p.
- The company announced a £500m share buyback and is on track to return at least £10bn of capital between 2024 and 2026.
- 2025 guidance was upgraded, with Group RoTE now expected to be greater than 11% (previously c.11%) and Group net interest income (NII) excluding Barclays Investment Bank and Head Office projected to be greater than £12.6bn (previously greater than £12.5bn).
- The Group demonstrated continued cost discipline, with the Q3 2025 YTD cost: income ratio improving to 59% and achieving c.£500m of cost efficiency savings one quarter earlier than planned.
- Barclays maintained a strong balance sheet with a CET1 ratio of 14.1% as of September 30, 2025.
Oct 22, 2025, 3:28 PM
Barclays Increases Motor Finance Compensation Provision
BCS
Legal Proceedings
Earnings
- Barclays PLC has increased its provision for motor finance customer compensation by £235 million, bringing the total provision to £325 million as of September 30, 2025. This reassessment follows the Financial Conduct Authority's (FCA) consultation paper CP25/27.
- The additional £235 million charge will be recognized in Barclays' Q3 2025 results and is estimated to reduce Barclays PLC's Common Equity Tier 1 (CET1) capital ratio by approximately 5 basis points.
- The final terms of the compensation scheme remain uncertain, with the FCA's Policy Statement and final scheme rules currently expected in early 2026. Barclays intends to make representations to the FCA, as it believes the proposed approach does not accurately address actual customer loss or achieve a proportionate outcome.
Oct 22, 2025, 11:55 AM
Barclays Reports Strong Q3 2025 Results, Upgrades ROTE and NII Guidance, and Announces Share Buyback
BCS
Earnings
Guidance Update
Share Buyback
- Barclays reported a 10.6% Return on Tangible Equity (ROTE) for Q3 2025, with year-to-date ROTE at 12.3%, and upgraded its 2025 ROTE guidance to greater than 11%.
- Top-line income for Q3 2025 increased by 11% year-on-year to £7.2 billion, and the company now expects Group Net Interest Income (NII) for 2025 to exceed £12.6 billion.
- The company announced a £500 million share buyback, plans for quarterly buybacks, and reaffirmed its commitment to return at least £10 billion of capital over its three-year plan, supported by a 14.1% CET1 ratio.
- Barclays achieved its circa £500 million gross efficiency savings target for 2025 one quarter earlier than planned and remains on track for a circa 61% cost-income target for 2025.
Oct 22, 2025, 8:30 AM
Quarterly earnings call transcripts for BARCLAYS.
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