BCS · NYSE · Banks - Diversified

Barclays (ADR) (BCS)

Combines UK banking, global markets and advisory, private wealth, and US consumer cards.

$24.97
vs last close−0.34 (−1.32%)
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Barclays PLCBCS
Financial sector

Combines UK retail, corporate and private banking with a transatlantic investment bank and US consumer cards. Revenue comes from lending and deposits, fees, wealth services, markets and advisory activity, while performance depends on credit quality, interest rates, market activity and regulatory capital requirements.

Runs five focused businesses: Barclays UK, Barclays UK Corporate Bank, Barclays Private Bank and Wealth Management, Barclays Investment Bank, and Barclays US Consumer Bank. The mix spans retail deposits, mortgages and cards; corporate finance; private wealth; global markets and advisory; and US consumer cards.

Combines a UK base with a strong US presence and serves consumer and wholesale clients globally. Its current rebalancing redirects capital toward the UK businesses while holding Investment Bank risk-weighted assets broadly stable, preserving the universal-bank model with a more explicit allocation framework.

Earnings and balance-sheet performance depend on consumer and corporate credit quality, interest rates, deposit behavior, trading and capital-markets activity, and regulatory capital and liquidity requirements. Operational resilience, cyber and data controls, and conduct compliance remain structural requirements across the group.

Company facts

CEOC.S. Venkatakrishnan
ListedSep 9, 1986
ExchangeNYSE
HeadquartersLondon, United Kingdom
CountryUnited Kingdom
Employees93,000
CIK0000312069
ISINUS06738E2046

Market cap$85.30B
EPS (ttm)$2.59
P/E (ttm)9.76
ROE10.2%
P/B0.8047
P/S1.60
Dividend yieldDiv yield2.41%
Beta1.52vs XLF 0.56

Price target$58.00+129.2%Average of 25 analysts
ConsensusBuy17 of 25 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Sep 8, 2026BarclaysInitiate
Rating:
Rating: Overweight
Sep 2, 2026Morgan StanleyDowngrade
Rating: Overweight
Rating: Positive
Sep 2, 2026BarclaysTarget
Target: $20
Target: $58
Sep 1, 2026BarclaysDowngrade
Rating: Overweight
Rating: Neutral
Aug 11, 2026BarclaysDowngrade
Rating: OverweightTarget: $17
Rating: NegativeTarget: $20

Next report
Oct 22, 26
in 30 days
EPS estimate
$0.68
Revenue estimate
$10.21B
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25Apr '25Jul '25Oct '25Feb '26Apr '26Jul '26Oct '26
Reported$0.34$0.65$0.62$0.56$0.46$0.76$0.90Pending
Estimate$0.19$0.61$0.50$0.54$0.42$0.75$0.89$0.68
Surprise+78.9%+6.6%+24.0%+3.7%+9.5%+1.3%+1.1%

RevenueReportedEstimate

Feb '25Apr '25Jul '25Oct '25Feb '26Apr '26Jul '26Oct '26
Reported$7.13B$9.95B$25.11B$9.64B$9.68B$11.02B$11.08BPending
Estimate$9.17B$9.31B$9.38B$9.26B$9.42B$10.88B$10.78B$10.21B
Surprise−22.3%+6.9%+167.9%+4.1%+2.8%+1.3%+2.8%
Estimate$0.68
ReportedDue Oct 22, 2026
Estimate$10.21B
ReportedDue Oct 22, 2026
View details

Debt to equity173.80%
Current ratio67.70%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$8.42B$9.18B$10.00B$9.12B$8.95B$9.15B$10.87B$24.18B
Net income$2.35B$1.63B$2.72B$2.48B$2.29B$1.91B$2.97B$3.34B
Net margin28.0%17.7%27.2%27.2%25.6%20.9%27.3%13.8%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$2.89B$2.27B$3.53B$3.22B$2.78B$2.45B$3.84B$4.34B
YoY growth+10.6%+1,475.5%+15.1%+25.1%−4.0%+7.9%+8.6%+34.5%

Balance sheet, Jun 30, 2026Cash & short-term investments $608.26B · Total debt $184.01B · Total assets $2.31T · Shareholders' equity $105.86B

Revenue
$24.18B
Operating income
$4.34B
Net income
$3.34B

Reported in GBP, converted at the latest exchange rate

View details

Dividend yield
2.41%
Next ex-date
Feb 7, 27
estimated · in 138 days
Annual dividend
$0.61
per share
Schedule
Semi-annual
2 payments a year

HistoryDividendAnnual yield

Feb '23Aug '23Feb '24Aug '24Feb '25Aug '25Feb '26Aug '26
Dividend$0.2435$0.1398$0.2671$0.1489$0.2737$0.1621$0.2968$0.3134
Annual yield4.23%5.11%4.79%3.50%2.67%2.19%1.77%2.18%
Ex-dateFeb 23Aug 10Feb 29Aug 16Feb 28Aug 8Feb 20Aug 7
Payment dateMar 31Sep 15Apr 3Sep 20Apr 4Sep 16Mar 31Sep 15
View details

Institutions8.50%294.79M ADS
579 holders · as of Jun 30, 2026
Insiders6.11%211.91M ADS
1 holder · as of Feb 3, 2022
Strategic holders6.79%235.41M ADS
1 holder · as of Jan 17, 2018
Other78.60%2.72B ADS
remainder

3.47B ADS (1 ADS = 4 ordinary shares) as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Qatar Holding LLCStrategic
6.79%235.41Mfiled Jan 17, 2018
Qatar Investment AuthorityInsider
6.11%211.91Mfiled Feb 3, 2022
Fisher Asset Management, LLCInstitution
2.71%93.90M ADSas of Jun 30, 2026
Acadian Asset Management LLCInstitution
0.46%15.79M ADSas of Jun 30, 2026
Morgan StanleyInstitution
0.44%15.26M ADSas of Jun 30, 2026

Insider tradesForm 4

Nothing filed in the last 12 months.

View details

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Compare

CompanyPriceChange
Barclays (ADR)$24.97−1.32%$85.30B9.85.71.6−55.9%
HSBC (ADR)$101.15−2.00%$354.70B14.911.62.6+32.2%
JPMorgan Chase$337.89−4.02%$943.29B15.214.03.2+27.8%
Lloyds Banking Group (ADR)$5.79−1.78%$85.49B13.88.51.0−64.8%
NatWest Group (ADR)$18.51−2.32%$37.72B5.514.00.9+51.9%
Citi$130.95−3.04%$231.60B14.611.31.3+14.3%
Goldman Sachs$941.93−1.82%$283.03B14.813.52.4+39.5%
Bank of America$56.30−2.86%$411.32B13.411.52.1+19.3%
Capital One$201.18−1.83%$125.72B12.79.31.6+26.0%
Median14.211.51.9+26.9%