Barclays (NYSE:BCS) Q4 2025 Earnings call February 10, 2026 04:00 AM ET Speaker2Good morning. Thank you for joining us today. So thank you. We have today the Barclays Full Year 2025 results, our progress, and our target update. Today we will announce outlined targets for the next three years to deliver an even better run, a more strongly performing, and a higher returning Barclays. This builds on the improvements which we have delivered in the last two years of our plan and which we shared with you in Febru ...

昨日收涨1.14%的巴克莱银行(BCS.US)今日美股盘前续涨1.72%报27.17美元。消息面上，巴克莱银行第 四季度税前利润达19亿英镑，高于去年同期的17亿英镑，并超出巴克莱提供的17.2亿英镑市场共识预 期。2025年全年业绩方面，该行税前利润为91亿英镑，高于90.1亿英镑的预期，2024年为81亿英镑；全 年总收入增至291.4亿英镑，超预期，2024年为267.9亿英镑。(格隆汇) | BCS 巴克莱银行 | | | | --- | --- | --- | | 26.710 + +0.300 +1.14% | | 收盘价 02/09 16:00 美东 | | 27.170 * 0.460 +1.72% | | 盘前价 02/10 04:02 美东 | | 二 2 24 8 ~ 8 目 ♥ 白选 | | ● 快捷交易 | | 最高价 26.840 | 开盘价 25.880 | 成交量 707.31万 | | 最低价 25.880 | 昨收价 26.410 | 成交额 1.88亿 | | 平均价 26.530 | 市盈率 TM 12.00 | 总市值 921.27亿 (…) | | 振 幅 3.64 ...

2025年第四季度，其固定收益交易部门收入同比增长9.6%，达10.2亿英镑，超出预期;股票交易部门收 入同比增长16%，达7.03亿英镑。两者均创下自该行2016年调整报告结构以来的最佳第四季度业绩。 不过，投资银行业务部门收入为6.06亿英镑，与去年同期基本持平，略微低于市场预期。 根据公告，这家英国银行2025年的有形股本回报率达到11.3%，并设定了在2028年前将这一关键盈利指 标提升至14%以上的新目标。为实现目标，巴克莱计划在去年已超额完成7亿英镑成本削减的基础上， 进一步实现约20亿英镑的"效率节约"。 巴克莱银行(BCS.US)于周二宣布第四季度财报，作为其持续推进长期战略、大幅削减成本及提升盈利 能力的一部分，该行承诺在2028年前通过分红与回购等方式，向股东返还至少150亿英镑(约合205亿美 元)的资本。 财报显示，巴克莱第四季度税前利润达19亿英镑，高于去年同期的17亿英镑，并超出巴克莱提供的17.2 亿英镑市场共识预期。 2025年全年业绩方面，该行税前利润为91亿英镑，高于90.1亿英镑的预期，2024年为81亿英镑;全年总 收入增至291.4亿英镑，亦超过预期，2024年为26 ...

Agenda 09:00-09:30 30 minutes FY25 Results Presentation 09:30-10:15 45 minutes Progress and Targets Update 10:15-10:30 15 minutes Break 10:30-11:45 75 minutes Q&A Presenters: C.S. Venkatakrishnan and Anna Cross FY 2025 Results Presentation 10th February 2026 Barclays FY25 Results We achieved all 2025 financial guidance 4 February 2026 | Targets | Q425 actuals | FY25 actuals | 2025 guidance | | --- | --- | --- | --- | | Statutory RoTE | 8.5% | 11.3% | >11% (Feb 25 guidance: c.11%) | | Total payout | £1.8bn D ...

Core Viewpoint - Barclays has increased CEO C.S. Venkatakrishnan's pay package to 15 million pounds ($20.5 million) for 2025, up from 11.6 million pounds the previous year, reflecting the bank's performance and alignment with industry trends [1] Group 1 - The pay hike for the CEO is a significant increase of approximately 29% compared to the previous year's compensation [1] - This adjustment in compensation is in line with similar trends observed across the banking sector, indicating a broader industry movement towards higher executive pay [1]

Group 1 - The bank is projecting income growth of over 5% annually through to 2028 [1]

Barclays said its annual profit increased 12% and announced new performance targets out to 2028 on Tuesday, as the British bank aims to improve returns by focusing on its core home market and using te... ...

A live audio webcast of the presentation will be accessible through Johnson & Johnson's Investor Relations website at www.investor.jnj.com. An archived edition of the session will be available later that day. The audio webcast replay will be available approximately 48 hours after the webcast. thth NEW BRUNSWICK, N.J.--(BUSINESS WIRE)--Johnson & Johnson (NYSE: JNJ) will present at the Barclays 28 Annual Global Healthcare Conference on Tuesday, March 10, 2026. Management will participate in a Fireside Chat at ...

Core Insights - The UK housing market is experiencing a divergence between the Bank of England's steady interest rates and rising mortgage rates from major lenders, impacting borrowers and creating opportunities for certain equity sectors [1][9]. Banking Sector - Major retail banks and building societies in the UK are positioned to benefit from rising mortgage rates, which allow them to earn wider net interest margins [4]. - Key players include HSBC Holdings, Barclays Plc, and NatWest Group, which are expected to see increased profitability due to higher lending spreads [4][9]. Housebuilding Sector - While higher mortgage rates may dampen demand, housebuilders like Berkley Group could benefit if rates stabilize, providing market certainty that encourages buyers [5]. ETF Advantages - ETFs offer a strategic advantage by providing broad diversification across the banking and housing sectors, allowing investors to capture sector-wide trends while mitigating individual stock volatility [6][7]. - They typically have lower management fees and greater liquidity compared to actively managed funds, making them efficient tools for capitalizing on improved bank profitability from higher lending rates [7]. ETFs to Watch - iShares MSCI United Kingdom ETF (EWU) has net assets of $3.02 billion, with a 29.7% increase over the past year, and offers exposure to 73 large and mid-sized UK companies [10]. - Franklin FTSE United Kingdom ETF (FLGB) has net assets of $970.8 million, rising 28.8% over the past year, and includes major UK banks [11]. - Invesco MSCI Green Building ETF (GBLD) focuses on companies involved in green building, with net assets of $5.61 million and a 16.3% increase over the past year [12][13].

Last week's meltdown in risk assets doesn't represent an inflection point for the stock market overall — or for the artificial-intelligence sector that led it down — and investors should be more posit... ...