Barclays (NYSE:BCS) Q4 2025 Earnings call February 10, 2026 09:30 AM ET Company ParticipantsAnna Cross - Group Finance DirectorDan Fairclough - Group TreasurerGildas Surry - Managing DirectorLee Street - VPPaul Fenner-Leitão - Managing Director and Head of Financials Credit ResearchRobert Smalley - Managing DirectorConference Call ParticipantsDaniel David - Director and Senior AnalystOperatorWelcome to Barclays' full-year 2025 fixed income conference call. I'll now hand over to Anna Cross, Group Finance Dir ...

Financial Performance - Barclays achieved a return on tangible equity (RoTE) of 11.3% and top-line income grew by 9% year-on-year to GBP 29.1 billion [2][3] - The cost-income ratio improved to 61%, and the group loan loss rate was 52 basis points, within the 50-60 basis points guidance [2][3] - The CET1 ratio ended the year at 14.3%, with a GBP 1 billion share buyback and a GBP 800 million final dividend [7][8] Business Lines and Key Metrics - The investment bank's risk-weighted assets (RWAs) are expected to remain stable at around GBP 200 billion, with a target to reduce investment bank RWAs as a percentage of the group to approximately 50% by 2028 [5][6] - The structural hedge contributed significantly to net interest income (NII), with gross structural hedge income increasing by GBP 1.2 billion to GBP 5.9 billion, accounting for 46% of 2025 group NII [12][13] Market Data and Key Metrics - The deposit base increased by GBP 25 billion across customer segments, with strong corporate growth in the International Corporate Bank and retail deposits in both UK and US markets [12][13] - The average liquidity coverage ratio (LCR) was 170%, representing GBP 131 billion in excess of regulatory requirements [12] Company Strategy and Industry Competition - Barclays is focused on sustainable higher returns, with plans to achieve a RoTE greater than 12% in 2026 and over 14% by 2028, supported by stable income streams from retail and corporate businesses [4][5] - The company is actively engaging in digital assets and tokenization, aiming to leverage technology to enhance client services and bridge developments between the US and UK [14][15][16] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in delivering strong financial results and maintaining a robust capital position, while also emphasizing the importance of regulatory clarity in future capital planning [6][25][47] - The company is committed to disciplined capital allocation, prioritizing regulatory capital, shareholder distributions, and selective investments [6][25] Other Important Information - Barclays is participating in the Sterling Tokenized Deposits pilot phase, exploring the potential of digital assets to transform financial services [14][15][16] - The company aims for its senior ratings to qualify as single A composite across all indices, indicating a focus on improving credit ratings [17] Q&A Session Summary Question: Appetite for Inorganic Growth - Management highlighted recent transactions that align with strategic goals, emphasizing the importance of price and integration complexity in future inorganic growth opportunities [20][21][24] Question: Structural Hedge Balances - Management confirmed the successful reinvestment of structural hedge balances and discussed the balance between commercial outcomes and protecting hedgeable balances [26][27] Question: SRT Constraints - Management explained that SRTs are viewed as a risk management tool, with a focus on maintaining appropriate hedge ratios across the portfolio [27][30] Question: Tier 2 Issuance - Management indicated that while there is a Tier 2 call coming up, issuance will be limited, reflecting a disciplined approach to capital management [32][34] Question: Ratings and Upgrades - Management expressed optimism about potential ratings upgrades, citing improved credit profiles and ongoing dialogue with rating agencies [33][35] Question: Private Credit Partnerships - Management acknowledged the success of private credit partnerships but noted they are not material to the overall business [62]

格隆汇2月10日｜巴克莱银行从最高层到最初级的全体员工都因该行去年优异的业绩而受益。该行周二 表示，首席执行官CS Venkatakrishnan的薪酬为940万英镑（约合1280万美元），同比增长12%。与此同 时，该集团的奖金池增至22.1亿英镑，为至少五年来最高水平，较2024年增加15%。此外，更多初级员 工将获得价值500英镑的股票奖励。 来源：格隆汇APP ...

British Bank Barlay is beating profit expectations in the fourth quarter, reporting earnings yesterday. Also unveiling a plan to return 15 billion pounds, more 20 billion US to shareholders through the year 2028. The company aiming for a 14% return on tangible equity or better in the same period through cost cutting, shrinking the share of its investment bank, growing domestic retail banking and other steadier businesses.Uh the bank expecting revenue to grow more than 5% each year and boosting income guidan ...

Emerson to Present at Barclays 43rd Annual Industrial Select Conference [Accessibility Statement] Skip NavigationST. LOUIS, Feb. 10, 2026 /PRNewswire/ -- Emerson (NYSE: EMR) today announced President and Chief Executive Officer, Lal Karsanbhai, and Chief Financial Officer, Mike Baughman, will present at the Barclays 43rd Annual Industrial Select Conference on Tuesday, February 17th in Miami Beach, Florida. The presentation will begin at 10:25 a.m. Eastern Time, 9:25 a.m. Central Time.The audio will be webca ...

巴克莱第四季度股票业务收入7.03亿英镑，预估6.448亿英镑。 来源：滚动播报 ...

巴克莱第四季度投行业务手续费收入6.06亿英镑，预估6.287亿英镑。 来源：滚动播报 ...

Barclays (NYSE:BCS) Q4 2025 Earnings call February 10, 2026 04:00 AM ET Company ParticipantsAlvaro Serrano - Head of European Banks ResearchAnna Cross - CFOC.S. Venkatakrishnan - CEOChris Hallam - Managing Director and Head of European Financials ResearchChristopher Cant - Head of Banks StrategyTim Piechowski - Co-Chief Investment OfficerConference Call ParticipantsAndrew Coombs - Equity Research AnalystGuy Stebbings - Equity Research AnalystJames Invine - AnalystJonathan Pierce - Equity Research AnalystMic ...

Barclays (NYSE:BCS) Q4 2025 Earnings call February 10, 2026 04:00 AM ET Company ParticipantsAlvaro Serrano - Head of European Banks ResearchAnna Cross - CFOC.S. Venkatakrishnan - CEOChris Hallam - Managing Director and Head of European Financials ResearchChristopher Cant - Head of Banks StrategyTim Piechowski - Co-Chief Investment OfficerConference Call ParticipantsAndrew Coombs - Equity Research AnalystGuy Stebbings - Equity Research AnalystJonathan Pierce - Equity Research AnalystMichael Holton - Equity R ...

据周二发布的公告显示，巴克莱2025年实现有形股本回报率11.3%，并希望在2028年将该指标提升至 14%以上。为了实现新目标，巴克莱表示将通过提高效率节省约20亿英镑；去年节省规模为7亿英镑， 高于该行此前的预期。 据周二发布的公告显示，巴克莱2025年实现有形股本回报率11.3%，并希望在2028年将该指标提升至 14%以上。为了实现新目标，巴克莱表示将通过提高效率节省约20亿英镑；去年节省规模为7亿英镑， 高于该行此前的预期。 不过，投资银行业务略低于预期，第四季度收入基本持平，为6.06亿英镑。 责任编辑：李肇孚 巴克莱表示，到2028年底将至少向股东回馈150亿英镑（205亿美元），并将继续推进削减成本和提高盈 利能力的长期计划。 巴克莱表示，到2028年底将至少向股东回馈150亿英镑（205亿美元），并将继续推进削减成本和提高盈 利能力的长期计划。 巴克莱宣布了一项价值10亿英镑的股票回购计划，此前该行公布的第四季度业绩超出预期，主要得益于 交易业务的出色表现。 固定收益交易业绩超出预期，收入达10.2亿英镑，同比增长9.6%；股票交易收入7.03亿英镑，同比增长 16%。两项业务的业绩均为至少 ...