Barclays (NYSE:BCS) Releases Earnings Results, Beats Estimates By $0.04 EPS

Barclays PLC (NYSE:BCS) announced its earnings results on Tuesday. The financial services provider reported $0.46 EPS for the quarter, topping the consensus estimate of $0.42 by $0.04, Zacks reports. Barclays had a return on equity of 8.39% and a net margin of 21.91%.The business had revenue of $72.64 million for the quarter, compared to the consensus estimate of $9.23 billion.

Here are the key takeaways from Barclays’ conference call:

• Barclays met all its 2025 targets, reporting ROTE 11.3%, revenue up 9% to £29.1bn, a 61% cost–income ratio, a 52bp loan‑loss rate, and announced £3.7bn of shareholder distributions (£1.2bn dividend, £2.5bn buybacks) while finishing the year at the top of its 13–14% CET1 range.
• Management upgraded guidance to ~£31bn group income in 2026, expects >12% ROTE in 2026 and is targeting >14% by 2028, while planning to return >£15bn to shareholders over 2026–28 and doubling discretionary investment to fund cloud, data and AI.
• The structural hedge has become a larger, more predictable income pillar—hedge income rose £1.2bn to £5.9bn (≈46% of group NII ex‑IB/HO), average duration extended to 3.5 years, and £6.4bn of gross hedge income is locked for 2026 (£17bn over three years).
• The group is rebalancing toward higher‑return UK franchises—£20bn of the £30bn RWA growth target delivered, six consecutive quarters of mortgage growth, UK corporate lending +18% YoY, and Barclays UK NII is guided to £8.1–8.3bn in 2026 with >20% ROTE for the UK businesses.
• The U.S. Consumer Bank faces near‑term credit pressures—management expects a higher through‑the‑cycle USCB loan‑loss rate (~500bp–550bp in 2026) due to stage migration after acquisitions and retained American Airlines non‑performers, which will elevate impairment in 2026 before normalizing.

Barclays Stock Performance

Shares of Barclays stock opened at $26.18 on Thursday. The stock’s fifty day simple moving average is $25.59 and its 200 day simple moving average is $22.40. The company has a current ratio of 1.41, a quick ratio of 1.41 and a debt-to-equity ratio of 5.94. The company has a market capitalization of $90.74 billion, a PE ratio of 11.43, a PEG ratio of 0.40 and a beta of 0.96. Barclays PLC has a 12 month low of $12.14 and a 12 month high of $27.70.

Barclays Dividend Announcement

The company also recently disclosed a dividend, which will be paid on Tuesday, March 31st. Investors of record on Friday, February 20th will be given a $0.3069 dividend. The ex-dividend date is Friday, February 20th. This represents a dividend yield of 232.0%. Barclays’s dividend payout ratio is currently 13.54%.

Hedge Funds Weigh In On Barclays

Institutional investors have recently modified their holdings of the business. Johnson Financial Group Inc. bought a new stake in shares of Barclays during the third quarter worth $44,000. State of Wyoming bought a new stake in shares of Barclays in the second quarter valued at about $118,000. CIBC Private Wealth Group LLC grew its holdings in shares of Barclays by 31.7% during the third quarter. CIBC Private Wealth Group LLC now owns 6,616 shares of the financial services provider’s stock worth $137,000 after buying an additional 1,591 shares in the last quarter. Keel Point LLC acquired a new stake in Barclays in the 4th quarter valued at approximately $204,000. Finally, Wexford Capital LP bought a new stake in Barclays in the 3rd quarter valued at approximately $176,000. Institutional investors own 3.39% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on BCS. Royal Bank Of Canada reiterated an “outperform” rating on shares of Barclays in a research report on Thursday, October 23rd. Morgan Stanley reiterated an “overweight” rating on shares of Barclays in a research report on Wednesday. Weiss Ratings reissued a “buy (b-)” rating on shares of Barclays in a report on Tuesday, December 23rd. Zacks Research downgraded Barclays from a “strong-buy” rating to a “hold” rating in a report on Tuesday, October 28th. Finally, Citigroup reissued a “neutral” rating on shares of Barclays in a research note on Thursday, January 22nd. Four equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, Barclays presently has an average rating of “Moderate Buy”.

Barclays Company Profile

Barclays PLC (NYSE: BCS) is a British multinational bank and financial services company headquartered in London. The firm provides a broad range of banking and financial products to individual, corporate and institutional customers. Its core activities span retail and business banking, credit cards and payments, corporate and investment banking, and wealth and investment management.

In retail and business banking, Barclays offers deposit accounts, mortgages, personal and business loans, and card services.